Fully Automated Excel Finance Dashboard Using Power Query
In this hands-on tutorial, you’ll learn how to build a fully automated finance dashboard in Excel using Power Query, Pivot Tables, KPI cards, slicers, and dynamic charts.
No repetitive formulas. No manual updates. Just a scalable, refresh-driven financial reporting system.
What You’ll Learn
Cleaning financial data using Power Query
Creating calculated and conditional columns
Replacing nested IF formulas with logic-driven rules
Designing KPI cards for Revenue, Expenses & Net Profit
Building department-wise and category-wise visualizations
Using slicers for interactive financial analysis
Creating a refresh-ready automated dashboard
Why Power Query Matters
Power Query allows you to transform raw financial data into analysis-ready datasets. Once built, your dashboard updates automatically whenever new data is added — ideal for executives, analysts, and finance teams.