In this tutorial, I’ll walk you through creating an interactive and reusable Balance Sheet Dashboard in Excel! Learn step-by-step how to take Trial Balance Data and a Chart of Accounts to build a professional, automated dashboard for financial analysis. This dashboard will help you track assets, liabilities, equity, and more—updated dynamically for subsequent reporting periods.
What You’ll Learn:
✅ How to close accounts and calculate retained earnings
✅ Automate posting to the Trial Balance using Power Query
✅ Connect and build a Data Model with Power Pivot
✅ Write DAX formulas and use Cube functions for calculations
✅ Design the dashboard with PivotTables, charts, and slicers
✅ Create a reusable and scalable financial tool
Download start workbook here: https://bit.ly/FINEXBALANCESHEET
📅 Timelines
⏰ 00:00 – Overview
⏰ 08:14 – Using Power Query to Adjust Trial Balance
⏰ 31:48 – Data Modeling with Power Pivot
⏰ 35:50 – Staging the Balance Sheet PivotTable
⏰ 39:10 – Calculations with DAX and Cube Functions
⏰ 1:04:28 – Designing the Dashboard: PivotTables
⏰ 1:13:13 – Adding and Formatting Slicers for Interactivity
⏰ 1:17:00 – Creating the Waffle, Bar and Waterfall Chart
⏰ 1:33:18 – Final Review and Export Options
Who Is This For?
This video is perfect for:
✔️ Accountants and finance professionals
✔️ Excel users who want to advance their data analysis skills
✔️ Anyone looking to create interactive dashboards for financial reporting
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