Build a Payroll Overview Dashboard from Xero Exports
Create a clear payroll overview dashboard from Xero export data to visualize totals and variances.
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Who is this for?
This guide is for Payroll Managers and Accountants who need to transform Xero payroll data into a dynamic analysis tool using Excel.
Step-by-Step Guide
Troubleshooting & Common Pitfalls
| Issue | Solution |
|---|---|
| Total mismatch | Xero exports often include a "Total" row at the bottom. Delete this row from your source data before creating a PivotTable to avoid double-counting. |
| Dates grouping weirdly | Right-click a date in the PivotTable and select "Ungroup" or "Group" to fix how months/years are displayed. |
| New employees missing | After adding new data to the source table, you must click Data > Refresh All. |
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