Expense-Analysis-Repo

Expense Analysis (Excel Only)

This repo contains Excel-based analysis of expenses, with no programming scripts.

Contents

• data/Expenses.xlsx: Original dataset
• analysis/Item_Count.xlsx: Pivot table showing number of transactions per item
• analysis/Item_Sum.xlsx: Pivot table showing total expense per item (descending order)
• analysis/Date_Sum.xlsx: Pivot table showing date-wise totals
• analysis/Charts.xlsx: Excel file containing charts (bar chart, pie chart, time-series)
• analysis/Dashboard.xlsx: Interactive dashboard combining key pivots and charts
• docs/instructions.md: Step-by-step guide on how to reproduce the analysis in Excel

How to Use

1. Open any of the Excel files inside analysis/.
2. Explore Pivot Tables:
   • Item_Count.xlsx → Count of transactions for each item.
   • Item_Sum.xlsx → Total spend per item.
   • Date_Sum.xlsx → Total daily expenses.
3. Explore Charts.xlsx to view visualizations.
4. Use Dashboard.xlsx for an at-a-glance summary.

Tools

• Microsoft Excel (2016 or later recommended)
• No coding required

License

MIT