🏆 Personal Finance Dashboard using Power BI

@jwanner, This post details the steps for Google Sheets. The setup for Excel might be almost similar, but the formulas will differ from Google Sheets.

As there wasn’t as many requests for excel from the community members, I hadn’t documented this for excel. But, I can try to set it up for Excel as well and post it.


@ppraju12 - I too would truly appreciate an equivalent guide using MS Excel. I’m trying to mimic the same layout and connections and measures, but I seem to be hitting a few road blocks along the way