Interactive Personal Finance Dashboard with FREE EXCEL TEMPLATE
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- čas přidán 2. 08. 2024
- 🔻 DOWNLOAD EXCEL FILE HERE: www.myonlinetraininghub.com/i...
Visualise, keep track of and manage where you’re spending your money with this interactive Excel personal finance dashboard.
🎓 LEARN MORE: Take my Dashboard course: www.myonlinetraininghub.com/e...
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⏲ TIMESTAMPS
0:00 Introduction
1:00 The Data
3:44 Headline Figures and Images
11:33 Doughnut Chart
14:41 Dual Column Chart
19:20 Line Chart
21:33 Treemap Chart
24:34 Waterfall Chart
28:06 Top 5 Conditional Formatting Data Bars
30:08 Slicers
33:05 Dynamic Chart Labels
39:25 Updating with One Click! - Věda a technologie
I have been using excel for 20 years, I thought I was a power user, your tutorial shows me I am a mere beginner. I learnt so much, thank you
So pleased you enjoyed it, Tony!
It's almost confusing me really. Excel is wide!
I haven't even bought it yet, but this comment let's me know I'm learning and leading on the right foot. I need it for personal family finances, hopefully forecasting also.
This is by far the best expense overview/budget overview setup I've seen! I love how visual it is!
Thanks for your kind words, Victoria!
Your tutorials are fantastic. I watched this over and over while rebuilding it. Thank you so much for your videos!
Great to hear 😊
An almost impossible balancing act between "Baptism by Firehose" and "Total Immersion"! It was so helpful that your video not only covers data analysis, tables, dashboards and slicers but does so under a single topic "personal budget tracking" which can be applied to almost any other topic. Covering so much material and presenting it so clearly and concisely is what makes your video one of the best I've seen. Thanks for your 'Excel'lent presentation.
Wow, thanks for your super kind words! Please check out my other dashboard videos too: czcams.com/video/K74_FNnlIF8/video.html
@@MyOnlineTrainingHub I'm on it ... and spreading your gospel to everyone I know asap. You're the best. Thanks again for sharing your remarkably gifted work. All the best from "across the pond". MgM
Excellent content. Having a personal finance dashboard like this will keep paying off for years to come. Had fun making it and learned a lot of useful excel skills in the process.
Thank you for making this available to everyone.
Great to hear it will be useful to you!
Very impressive. I don’t use Excel nearly as much as I used to, but this makes me want to start using it again! I had no idea you could do this sort of thing.
Great to hear, Todd! 😊
Mynda I wake up on Sunday morning at 8:30 AM to finish your video tutorial. It´s really amazing all things you explained on this video. Thanks to people like you I truly believe in new social media. Greetings from Spain !
Wow, that's awesome to hear, Pablo! I'm so pleased my tutorial has been so helpful to you.
Never thought I’d enjoy an Excel tut. This is pure Gold
Awesome to hear 😁
thank you so much for you tutorials in data analyzing and visualizing data in EXCEL and POWER BI, please continue with your videos, for me those videos better than a lot of courses because you give us a real case and give us the file to work with you in the case by ourselves, for me this better than theory courses to understand and how i can monitor the platform like excel and power BI. i hope to see more practical videos
Glad you enjoy them, Sam! My courses also include examples based on real cases and more.
I just loved this dashboard based on personal finance! I've been trying to create something like this for a while, so I could have a better visualization of my expenses. If you have other ideas on dashboard for personal finances, please show us, Mynda! Thank you for sharing this one!
Glad it’ll be useful, Cassio! 😊
Amazing how somebody that uses excel everyday still can learn a lot. This tutorial is the best i have seen and i have seen a lot. Keep it coming.
That's wonderful to hear!
I don't know how I've gone this long without knowing you exist but I'm so glad I found you. I'm definitely going to try this! Thank you so much!
My pleasure 😊 glad you found me!
Y'all come up with the best ideas! You have taught me so much through these videos. Thank you!!!
Awesome! Thank you!
i like the whole concept. you dont only make videos and share this wonderful work, you as well have a really nice webpage, where i often search some vba stuff and i find it with a wonderful and clear explaination which is on point👍 Thanks a lot @ you and your team. really professional work 😊
wish you klicks and views 😊👍
So pleased you find our tutorials helpful 🙏
I watched the whole video in awe..... Someone whispered in my ears..... You know nothing.... And i love the feeling ❤️❤️❤️🙏🙏🙏🙏
Applied excel at its best🙏
😊 glad you enjoyed it, Tua!
Excellent video -- thank you for sharing this knowledge, Mynda! Very minor possible correction: 13:29 I believe if you select the entire chart object by clicking in its general chart area, any font changes you make will apply to every text box within the chart (instead of having to select them one by one). I have to make a lot of charts and this also frustrated me for a long time before I realized you can do them all at once! Cheers
Thanks for the tip 😊
That's a beautiful dashboard. Love the colour palette. Wouldn't it be great if Excel had data label charts and table charts? I hate having to play about with column widths to align data entered into cells alongside shapes. It'd be even better if Microsoft added a better interface for handling shapes altogether, with alignment bars and snap to fit and that sort of thing. I suppose they have to leave some things for power bi!
:-) thanks so much, Rico! You can snap objects to the grid by holding down ALT while you left click and drag. I agree, the chart and object tools could do with some improvement.
@@MyOnlineTrainingHub yes, the alt is good for snapping to cells, I was more meaning for snapping to align to other shapes. I'm probably expecting too much from a spreadsheet tool though!
Yes, that would be handy too!
This is by far the best CZcams video on excel personal finance dashboards. Thank you for your generosity in sharing this knowledge and the free template!
Wow, thanks!
I like how you're making data analysis dashboarding accessible for everyone.
Thanks so much 😊
Great video, thanks Mynda. When you set up the treemap and waterfall charts you had to edit the chart parameters to point to the data and label ranges. Would these ranges automatically expand if, say, an additional category was used in the transaction detail table?
Hi Dave, sorry for the slow reply. I thought I responded. For the treemap you can simply reference a range big enough to allow for growth and the treemap will only display the data, ignoring empty cells in the range. For the waterfall chart you'd have to use dynamic named ranges: www.myonlinetraininghub.com/excel-dynamic-named-ranges
@@MyOnlineTrainingHub Thanks Mynda
As always, a terrific tutorial - thanks!
I especially liked your use of Treemap & Waterfall charts. I haven’t needed either in the dashboards I’ve built to date, but (probably b/c of that) I don’t even think of them when building dashboards. Good to be reminded & see how to set them up. Lesson learned: I need to spend a bit more time in Chart Type selection to review all possibilities & not just pre-select the chart types that I commonly use.
Question: Why did you not use the Data Model (Power Pivot)? Was it outside scope of this tutorial? Or was it a conscious design decision that its use here was not appropriate for this dashboard? (In other words, if you were building this for your personal use, not for training, would you have used the Data Model? If not, why not?) Or some other reason?
I'm guessing it was outside scope, but also there would need to be some sort of interface for filling out the categories for each expense. You could do that, of course, by downloading your bank CSV/text files and then using adodb to update them with expenses from a table in Excel or something along those lines, but it'd be quite variable in the setup for each circumstance. However, it would make a cool video.
@@ricos1497 Great points, Rico. A couple of Excel apps that I built have a similar user-adds-data-to-downloaded-records requirements. Those apps use PQ, VBA, & dynamic arrays. Neither uses the Data Model b/c I had zero PP/DAX skills then (& almost zero now, but I’m starting that learning curve). In both, I use PQ to ETL source data, then use PQ to extract new entries that require user-entered data to a separate table, then the user enters the data (e.g., categories), then DAs display the results. Both use VBA (with macros assigned to buttons/shapes) to sequence the steps & guide the user to “Now, enter data for new entries” & the like.
FWIW: We don’t have big data. We’re using Excel primarily to speed business process flows, mash together data from different sources, & enable report readers to slice & dice dashboards & drill down into supporting detail. Love PQ, VBA, UserForms, DAs, Custom Data Types, LET, & data validation. We make little use of pivot tables, Power Pivot, & DAX, but that’s mostly a training deficiency in me (our report author). I started that learning curve when DAs, LET, & PowerApps came out (or I discovered their existence) & decided to set PP/DAX aside to learn them first.
Thanks so much, Jim! I intentionally kept this tutorial away from the power tools so that it would be useful to most Excel users. It also didn't really lend itself to using Power Pivot, but that's not to say you shouldn't :-)
Wow! I would never have believed you could do something like that in Excel. Wow! Mynda you are a genius.
Thanks so much 😊
Mynda, this is simply brilliant! Thank you for sharing this. You cover a huge amount of ground (pivot tables, formatting, workarounds, formatting, data clean up and analysis, formulas, to name a few!). You make me feel like I actually know Excel (I don't really, but I can follow your patient, thorough explanations and it's working brilliantly)!
I wanted to say thank you and that you're appreciated no end! I've not seen anyone present Excel material as well as you do, though there may well be great videos out there.
Best, T
Thanks so much for your kind words, Terence! 🥰 It's great to hear you go so much value from this video.
I learned more from you now than in years of using excel myself. Thank you!
Wow, so pleased to hear that, Simone!
Dios te tenga en la gloria mujer!!! Mereces ser beatificada... Muchísimas gracias por tomarte el trabajo de realizarlo y compartirlo... Por mas gente así en la comunidad Feliz de haberla encontrado!
Gracias!
This tutorial is fantastic. I am not even a novice in Excel, but looking at this beautiful and interactive dashboard, I'm going to learn it and create one for my household. Many many thanks!!!
Glad it was helpful!
Am gonna do the same
Your Excel skills (and teaching skills) are truly amazing. I used to work with vlookups, goalseek (and even recorded some macros) etc. back in 2003-2005 when I had a data crunching job and I thought I'm a pro user. Fast forward to 2024, I was still under the wrong impression that I know enough of Excel until I saw your videos which made me realize that perhaps I know just the tip of the iceberg of what Excel 365 offers....Thanks for your amazing eye-opening videos with lot of 'a-ha' moments!! You're truly splendid!
Wow! Thanks for your kind words 🥰 I'm so pleased you found my videos helpful.
OMG, I'm so impressed!!!!! I've seen a lot of videos for my homework and you're the only one can do the Treemap like that! Thank u
So pleased you enjoyed it 🙏
Great Job - Just spent the last 4 hours doing my own budget - this is the best tutorial by far on youtube - Thankyou
Wow! Awesome to hear 🙏
Who understands excel, understands everything in this world!
True dat! 😁
Like Tony, I thought I was an Excel Expert, using functions, VBA, nested IF statements, and strong math formulea, and I came here just to be humbled. Perhaps in 20 years, I could be classified as a novice. Thank you Mynda.
Thanks so much for your kind words!
I love this fancy dashboard. More tricks learned with PT charts. Thanks so much!
Glad you like it!
That Treemap trick might just be the most useful thing I've seen all year! Thanks!
Glad you liked it 😊
Fabulous! I wish I’d seen this while I was still working - could have used the techniques for my reporting work. I’m early retired now, and so will adapt this for my retirement expenses and income analyses
Glad you found it helpful 😊
Waterfall tip alone is crazy good! Thanks so much.
Great to hear you liked it, Ben 😊
Love the shirt! and your tutorial of course! Excited to follow this step by step. ❤
Yay! Thank you!
Thanks for the great video Mynda! This will be a great personal project, much appreciated, Dave.
Great to hear, Dave! 😊
You are amazing, first time in my life I watched this much simple explanation of interactive report in excel, what others are selling on the internet and earing you are giving it free. Thanks for being on this earht. 🥰
Wow, thank you! 😊 Please share my video with your friends and coworkers.
This is fantastic, I have been using excel and google sheets for years and have never considered working with them the way you have here. Thanks for the video
You're very welcome!
My thougths exactly! This is amazing!
One word!!!! OUTSTANDING!
Ok I have to say more, that was a truly mind blowng masterclass on what ou can do with Excel! Thanks for sharing!
Thanks so much for your kind words, Paul!
A simple n beautiful way to inspire non professional people to fall in love with excel .
Thanks a ton 😊
Having short in words to appreciate the effort to make Dashboard like this
Thanks for your comment, Shahi!
“If I go too fast for you…”. LOL. If this were just about finance, fine, but this person is an excel magician, so more like start, stop, huh, wow, backup… start again. This was soooooo fun. Oh, and my analysis of last years expenses and creeping inflation was very, very helpful. Thank you so much.
😁glad you found it helpful!
Fantastic tutorial. You always make it a piece of cake to create visulisations!
Thank you very much!
Thank you so much.
The way you deliver the tutorials is so engaging.
Glad you liked it 🙏
Brilliant! I have been maintaining an excel of our household expenses but never thought to represent them like this. I already have a few ideas of modifications I will make. Never seen a tree map before and not sure I need that part but some excellent ideas. Thank you.
Glad you liked it, Alistair! 😊
This is beautiful and not nearly as intimidating after you start teaching it. Thanks!
Glad it was helpful!
Fantastic demonstration!! and one of the best videos I've ever seen on pivot tables and dashboards!! Wonderful!
Wow, thanks so much!
Great video!! Something for me to try during the Christmas break. I love this channel. It’s always my go to!
Great to hear 😊
This video was awesome. It blew my mind. Thank you so much. Dashboards here I come!!!!😀
So glad you enjoyed it, Veronica!
Very comprehensive and easy to understand tutorial. Thank you very much!
Glad you enjoyed it!
First off thank you for putting this video together. What an incredible video. There are so many topics that are covered here. Excellent presentation.
So glad you enjoyed it! 🙏😊
I've used excel templates for many different things throughout the years, and if I couldn't find one the fit in my ovely picky requirementes I would make my own tables spending hours to perfect them, but yours are in a whole different level.
Glad you liked it!
Thank you. Followed your guidance to letter and created an amazing dashboard, along the way discovered some anomalies with my finances. I recovered some vague payments. Additionally created a Treemap to link my detailed items spent with Paypal and Amazon. Works like a charm. Before, I was a complete luddite with Excel. THANK YOU SO MUCH.
Wow, that's fantastic to hear!
You are so kind to share all this work that really takes time, thank you so so much for this. 💛
It's my pleasure 🙏
Very useful. And your effort to explain all these free including download is really appreciated. Thanks
Glad it was helpful!
thank you for million times. your clearly explanation with a very good example give me better understanding even though i am just a beginner for this dashboard. Again thanks for your creative way to draw this dashboard, i can have many ideas to do mine.
You're very welcome!
Excellent tutorial. I always enjoy your dynamic dashboards.
Glad to hear that, Nick!
That’s very useful, you’re such a great person in the world, may God always bless you 😊
Thank you! 😃
WOW!! You are the best!! I learned so much tricks from this video. Appreciate you doing this. Thank you!
Great to hear, Jimmy! 😊
Fantastic tutorial, thanks so much!!
Am absolutely going to implement this for my household.
Awesome to hear 😊
Love this video - just discovered your channel through this particular video, now subscribed. Thank You!!
So pleased to hear that, Sean!
Love this training video - your ides will certainly brighten up my table! Thank you...
Fantastic to hear, David!
Thank you! Have been looking for this type of excel sheet for a long time
Glad it’ll be useful 😊
Loving this and adding this to my everyday use. Thank you!
Great to hear, Chris!
I saw the preview and thought "ye, no way this is Excel", damn that was impressive, I'm gonna do it one of these days, thank you so much!
Glad you liked it 😊
Dont waste your time in any course other than this amazing ladies videos. You are a star mam
Thank you so much 🙂
Fantastic resource and some great tips, always good to see how easy you make it look, thank you.
Thanks so much!
Hi Mynda. What an awesome dashboard tutorial / mini-course! It is definitely full of multiple tips, tricks and techniques. Thanks so much for sharing this and providing the sample file to follow along. I learned a lot working through it and had fun, as well :)) Much appreciated! Thumbs up!!
So pleased to hear that, Wayne! 😊
You are just awesome. That is one word how I can describe your excel skills.
Thank you so much 😀
Not much into excel but Im helping my brothers business keep his books in check and this vid was amazingly helpful. A comment a like and a sub.
Great to hear!
Finally! Kudos CZcams for giving me an excellent recommendation! This video is brilliant.
Wow, thanks, Mark!
Very nice!! Thanks for making this available for free.
Glad you like it!
I really appreciate this tutorial. You just got a new subscriber!
Awesome, thank you and welcome!
Brava!!!!! Thank you very much for this. I plan to use the ideas from here to make a year slicer rather than a month slicer.
Glad it was helpful!
Fantastic. Picked up several awesome tips, tricks and techniques. Presentation style wonderful as well.
Awesome, thank you!
You are the “the guy” !!!!!!! 🎉 Now i can do it ! Thank you very much !
Awesome to hear!
Don't know who you are, or how I came across this video, but my 2022 finances will be better for it!
Thank you, and you are awesome!
You are most welcome!
LOVE IT! Does that make me a geek? “Yep”.
Embrace the geek :-)
Absolutely fantastic job!!! Thank you very much and more dashboards please ;)
Thanks, will do! But also don't forget my Excel Dashboard course: www.myonlinetraininghub.com/excel-dashboard-course
Thank you for sharing this amazing video. Definitely, I will practice this one also.
You're so welcome!
Sensacional Dashboard, beautiful and useful. Thank you Mynda!
Thanks so much, Luciano!
Nice! Thank you for this. I did rebuild to fit me a little better and with a darker theme. Super cool
Glad it was helpful, Gerardus!
That was simply amazing, thank you for making this content. I learned so much!
Glad you enjoyed it!
Hi Mynda!Great Tips And Tricks Plus A Cool Looking Dashboard...Thank You :)
Cheers, Darryl! 😊
You amazed me with your skills. 🙏🏼🤩 and for that reason, I subscribed. ⭐️⭐️⭐️⭐️⭐️🤓
Thanks so much 🙏
Mynda, another great video and more helpful tips and tricks, as always.
I do need to ask though, where can i get a green "I Simply Excel" shirt???
Glad you liked it, James 😊 you can get these t-shirts on redbubble.com.
Great video! Lots of helpful tips for creating dashboards.
Glad you enjoyed it, Savio!
25:07 My progress
Tysm bc without this vid i can't do my task
keep making usefull vid :)
Glad it has been helpful!
Thank you for the GREAT video. I will try and make my own sheet with this tutorial. I am just a beginner and hope to learn more from your videos in the future.
Glad it was helpful! Have fun building your dashboard 😊
That was slick! I learned quite a bit, thank you.
Glad to hear it!
You are awesome Mynda. Thanks to share your knowledge, time and joy with us. Thumbs Up from Brazil girl, yeeeh 😁😆😅
You are so welcome! 😊
Awesome dashboard! Again... Thank you, Mynda!
Thanks so much 😊
Simply brilliant! And very generous of you, thanks :-)
My pleasure, Max 😊
Great video! appreciate i just learned a LOT! i just started to create my own dashboard using your techniquesm thank you!
Great to hear!
As ALWAYS your presentation was REALLY REALLY great 😉
Thanks so much 😊
Thank you for fantastic and simply tutorial. Easy to understand.
Glad you liked it 😊
Thank you so much. Your videos are so informative!
Glad you like them!
Great video - opened my eyes to what excel can do!
Glad you enjoyed it!
It took me a few days, but I finally finished this! Like others on here, I love having a visual representation of where my money is going. Then being able to view trends and habits.
What a great tutorial! Thanks again for sharing such an enormous wealth of information! There is so much to learn along the way too, that may not be a focus in the video. Thank you.
Congratulations on building your own personal finance dashboard! I'm so pleased you found this video helpful 😊