Interactive Personal Finance Dashboard - My Online Training Hub
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Date: 2022-04-08
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Comments and reviews: 10
Matthew
Incredible tutorial! Trying to learn each individual bit to create my own. I am currently struggling with getting the Pivot Table created for the expenses chart. When I go to create it my Dates don't sort into months just stay in the date format as every day of each transaction. The date column in the transactions sheet is formatted to date. Also the table header for the date in the pivot table just reads as -Row Labels-. I've tried everything and not sure where to go now. Any ideas?
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Incredible tutorial! Trying to learn each individual bit to create my own. I am currently struggling with getting the Pivot Table created for the expenses chart. When I go to create it my Dates don't sort into months just stay in the date format as every day of each transaction. The date column in the transactions sheet is formatted to date. Also the table header for the date in the pivot table just reads as -Row Labels-. I've tried everything and not sure where to go now. Any ideas?
reply
Oscar
Hi, I'm on the 'Dual Column Chart' step (15:00) and I am having trouble grouping the dates the dialogue box is not appearing for me I cant get the months to display like in the video. I did some searching and tried a few things but they didn't work. (The dates are formatted as numbers) Does anyone have any tips on how to fix this?
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Hi, I'm on the 'Dual Column Chart' step (15:00) and I am having trouble grouping the dates the dialogue box is not appearing for me I cant get the months to display like in the video. I did some searching and tried a few things but they didn't work. (The dates are formatted as numbers) Does anyone have any tips on how to fix this?
reply
Iain
Fantastic tutorial! Thank you so much for sharing. I may have missed it, but do you cover how to accommodate data from different years in the same dataset? Would you suggest adding another slicer to select year or would this become too cumbersome? Many thanks
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Fantastic tutorial! Thank you so much for sharing. I may have missed it, but do you cover how to accommodate data from different years in the same dataset? Would you suggest adding another slicer to select year or would this become too cumbersome? Many thanks
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DaKussh
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.
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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.
reply
Sandra
Thank you for the wonderful tutorial! Now it will be easy to track my finance. One question though, my date shows up as dates (like 01.01.2022) and not months in all the pivot tables in the Analysis - could you tell me what I'm doing wrong?
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Thank you for the wonderful tutorial! Now it will be easy to track my finance. One question though, my date shows up as dates (like 01.01.2022) and not months in all the pivot tables in the Analysis - could you tell me what I'm doing wrong?
reply
Ingo
I downloaded the file and wanted to translate the categories etc. into german and also want to add more categories. but now the file seems to be broken. Any tipps how i can change all the category names so that the sheet is still working?
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I downloaded the file and wanted to translate the categories etc. into german and also want to add more categories. but now the file seems to be broken. Any tipps how i can change all the category names so that the sheet is still working?
reply
Little.
Fantastic dashboard. Love it so much. This is what I am looking for. A few questions: how can I add items that I need and add another category for emergency funds so I can make it my own. Recreate it for my own and follow the video
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Fantastic dashboard. Love it so much. This is what I am looking for. A few questions: how can I add items that I need and add another category for emergency funds so I can make it my own. Recreate it for my own and follow the video
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Peter
This tutorial is amazing. However, I'm having trouble with the slicers. When I add the dates slicers, the buttons come back as individual dates and not grouped in months?. Any suggestions for a fix?
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This tutorial is amazing. However, I'm having trouble with the slicers. When I add the dates slicers, the buttons come back as individual dates and not grouped in months?. Any suggestions for a fix?
reply
Paramasivam
Thank you for your effort, Can I have an idea to build a dash board for matrimonial , to auto select the groom or bride which matches according to the inputs like AGE/EDUCATION/SKIN COLOR ETC
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Thank you for your effort, Can I have an idea to build a dash board for matrimonial , to auto select the groom or bride which matches according to the inputs like AGE/EDUCATION/SKIN COLOR ETC
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ColossusNM
Nice dashboard. I guess this is for power users because you left out many steps. I got to the 3:11 mark and could not go farther. I'll keep search for a more basic tutorial.
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Nice dashboard. I guess this is for power users because you left out many steps. I got to the 3:11 mark and could not go farther. I'll keep search for a more basic tutorial.
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