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Premium Excel Budget Template from Scratch | Tables, Dashboards, Slicers & VBA

Автор: The Data Doughnut

Загружено: 2025-12-21

Просмотров: 9

Описание: Link to raw data: https://docs.google.com/spreadsheets/...

Want to build a premium Excel budget & expense tracker that looks professional, works automatically, and is good enough to sell on Etsy or Gumroad?

In this step-by-step tutorial, we design a fully automated Excel budget template from scratch using Excel Tables, dynamic named ranges, Power Query, Pivot Tables, dashboards, slicers, KPI cards, and dark mode.

This video is perfect if you want to:

Track income and expenses in Excel

Build a professional Excel dashboard

Learn automation techniques used in real projects

Create sellable Excel templates

Improve your Excel skills from beginner to advanced

You’ll learn how to structure your workbook properly, lock and protect formulas, create interactive dashboards, and design visuals that look clean and modern.

By the end of this video, you’ll have a premium Excel budget template that updates automatically and works on both Excel Desktop and Excel Online.

⏱ Chapters / Timestamps

00:00 Intro
00:59 Excel Table
02:51 Dynamic Named Ranges
04:17 Sheet layout & locked structure
05:15 Freeze Rows
06:40 Data Validation and Drop Downs
11:10 Dynamic Named Ranges (OFFSET to filter blanks)
12:16 Power Query, Core formulas and Pivot Tables
13:42 Power Query – Append more than 3 tables
14:40 Pivot Table
18:38 Dashboard design & visuals
19:06 KPI cards
21:14 Line chart
22:04 Column chart
23:27 Sparkline
23:23 Gauge chart
25:06 Slicers & interactivity
26:34 Pivot charts
27:16 Slicers
27:34 Connect slicers to charts
28:19 Dark Mode toggle
31:37 Protection, hidden formulas & final polish
32:46 Simple VBA for Pivot Table refresh

#ExcelDashboard
#ExcelAutomation
#ExcelTemplates
#ExcelForBeginners
#AdvancedExcel
#PowerQuery
#PivotTables
#ExcelVBA
#PersonalFinance
#BudgetPlanner
#ExpenseTracker
#DataAnalysis
#ExcelTutorial

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Premium Excel Budget Template from Scratch | Tables, Dashboards, Slicers & VBA

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