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Extending the Pivot Data Source in Interactive Personal Finance Dashboard with FREE EXCEL TEMPLATE

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(@garth-vader)
Posts: 1
New Member
Topic starter
 

Hello, 

Please can you help me.

I am fairly good with Excel but for some reason I'm battling with this.

All I am trying to do is extend the data source in the file Mynda provided on YouTube called "Interactive Personal Finance Dashboard"

I would like the bar graphs to show Nov & Dec, I added a little data in the tab 'Transactions' and extended the data source from the pivot in cells E4 to E14 in 'Analysis' but it doesn't reflect in the 'Dashboard' tab.

It's such a great dashboard and would love to utilize it.

Thank you.

 
Posted : 27/08/2024 3:45 am
Riny van Eekelen
(@riny)
Posts: 1185
Member Moderator
 

I understand you have added data for November and December to the Transactions table, but it doesn't show in the charts on the Report tab. Did you do a "Refresh All" after you added the data? And then you would also have to include Nov and Dec in the Timeline (top left on the Report tab).

If you can't get it to work, please attach your file. Then it will be much easier to see where it goes wrong.

 
Posted : 28/08/2024 12:57 am
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