Hi Everyone,
Hope everyone is having a good weekend! I am almost done creating the dashboard from the Youtube video "ULTIMATE Personal Budget & Interactive Dashboard in Excel (FREE Template)". I notice in the downloadable template itself that the saving tab is not discussed in the video. I wanted to reach out and ask if there was a separate video explaining how to create the savings tab or if I just missed it in this video? If not, no worries at all and I will continue to work through this.
Thank you all so much in advance!
Warm Regards,
Reshall Yatooma
Obviously, I cannot speak for Mynda and what her intentions were when not mentioning the Savings page in the video, but when you select cell A1 in the Savings sheet you will notice a small pop-up with some instructions.
"Enter your savings each month in the table in cell B27. Click Refresh All on the Formulas tab when done to update the report."
Enter the data directly in the table (no need for Power Query here). Then set-up some pivot tables, a slicer and a timeline that 'feed' the charts. My guess is that if you were able to create the Report and Analysis sheets, you should be able to create the Savings sheet as well, since the same techniques are used here.
