▶️ Get the FREE Finance Tracker Version 2 here: payhip.com/b/AEFOd
I added new changes to the Spend Analysis page and added a Banking page to the Finance Tracker!
⌚ Timestamps:
00:00 Start Here
00:27 Thank You
00:46 Easiest Way to Update
01:11 Page 1 Overview
01:43 Analysis Page
02:05 Analysis Page Use Case #1
04:52 Analysis Page Use Case #2
05:53 Important Point (Slicer Settings)
07:00 Another Important Point (Refresh Data)
07:38 Back to Analysis Page Use Case #2
07:48 Banking Page Preview
08:38 Banking (Excel Data)
10:31 Banking (Power BI)
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v2 - Patch Notes:
- PBI Changes:
- Added updated Spend Analysis Page
- Added Banking Page
- Added Appended table for Banking
- Separated Credits and Refunds into two separate measures
- Connected Aggregated Banking Table correctly in Model (connected date to Calendar Table date)
- Excel Changes:
- Added another bank account (HYSA)
- Added some more bank transaction examples
YOU MAY NEED TO DO THIS ON YOUR OWN POWER BI EVEN AFTER DOWNLOADING V2:
- Make sure data types for all columns for all sheets were correct in Power BI:
- Ex. Debits, Credits, Balances are all set to Fixed Decimal Number
- Multiplier is set to Percentage
- Est. Cashback is set to Fixed Decimal Number
- Date Sort Ascending for every table
- This may not be needed, but could help in situations where data is not entered chronologically
- It can also help with certain measures such as using DAX to get the latest bank balances. You shouldn’t have a problem, but if you find that your DAX measures for Bank balances are not grabbing the latest available balance, try adding a Sort Ascending to Date (for original source sheet AND appended table)