Forum

Mynda Treacy
@mynda
Admin
Member
Joined: Jul 16, 2010
Last seen: Jul 19, 2026
Topics: 0 / Replies: 4786
Reply
RE: Setting up fiscal year details on Excel Personal Budget download

Great to hear, Jules. Anything you share here is public, so just delete the description column and anything that might be sensitive before sharing.For...

4 weeks ago
Reply
RE: Setting up fiscal year details on Excel Personal Budget download

Hi Jules, Go to the Data tab > Refresh All. The dates from your transactions table should now be visible in the PivotTable and slicer buttons ava...

4 weeks ago
Reply
RE: WhatsApp

Hi Eileen, As per my reply to you on YouTube, you'd have to check the WhatsApp API rules. This forum is for Excel questions, that is we're Excel exp...

1 month ago
Reply
RE: Dashboard from "The Only Finance Tracker You Need for 2026 (FREE Template)

I suspect you renamed the columns in the transaction table, so the PivotTables can no longer find the fields/columns they were referencing. You can ei...

2 months ago
Reply
RE: Add header cell entries to all rows in query

Good question. Looks like they have been removed as this is an old post. If you have a similar question, please start a new topic and attach your exam...

2 months ago
Forum
Reply
RE: Publishing Data Types using PowerBI

I believe you have understood correctly.

3 months ago
Forum
Reply
RE: Publishing Data Types using PowerBI

The Insert tab → PivotTable → From Power BI method is the replacement for Featured Tables, so they can still get the data without needing you.

3 months ago
Forum
Reply
RE: Publishing Data Types using PowerBI

Hi Javier, The featured table is no longer available. Go through this in order:In Excel → Data tab → Get Data → From Fabric & Power Platform &...

3 months ago
Forum
Reply
RE: How to display december on dashboard and why numbers doesn't match

Hi Adriana, Thank you for sharing your file. You should be able to simply refresh the report via the Data tab > Refresh All, and the report upd...

3 months ago
Reply
RE: Custom Slicer

Hi Colin, Glad you got your own finance tracker up and running. It's hard to give advice without seeing what you've already tried but here are some ...

5 months ago
Reply
RE: Is there a hack to create a bar-of-bar chart?

That's the only way, I'm afraid. Unless you want to use a pie chart, but I don't recommend this unless you have 5 or less segments.

5 months ago
Reply
RE: Lesson 3.04 Append Queries - appending adding a new query to a query as a result of already appended queries

Hi Guillermo, You have posted this question in the public forum instead of the private course members support discussion tab available when you're l...

6 months ago
Forum
Reply
RE: Budget Tracker

Hi Chris, In the PivotTable field list, drag the second instance of Income/(Expense) above the first instance. Mynda

6 months ago
Reply
RE: Personal Finance Dashboard

Enter your credit card purchases as an expense and returns as a positive expense i.e. in the amount goes in the Income column but with an expense cate...

7 months ago
Reply
RE: Base Currency

The currency is just a number format, you can change it from the Home tab > in the 'Number' group of buttons. I would recommend separating the bu...

9 months ago
Page 1 / 320
0