🔍 Dataset Overview
The dataset appears to be related to personal finance tracking. Here’s what it typically includes (based on a quick look at the data):
- Date: The date of the transaction.
- Category: Type of expense or income (e.g., Groceries, Rent, Salary).
- Amount: Value of the transaction.
- Type: Possibly marks whether it’s income or expense.
- Notes/Description: Optional description of the transaction.
This kind of dataset is essentially a personal ledger or budget tracker.
Get the Dataset Link Here : https://github.com/slidescope/personal-finance-dashboard/blob/main/Personal_Finance.xlsx
📊 Why It Can Be Useful in Dashboards (Power BI, Excel, Tableau)
Creating a dashboard from this dataset helps in visualizing and managing personal finances. Here’s how:
✅ 1. Budget Monitoring
- Visualize monthly spending vs. income.
- Identify overspending categories (e.g., Entertainment, Dining Out).
📈 2. Trends Over Time
- Analyze expense and income trends over months or years.
- Identify seasonal spending patterns (e.g., more spending during holidays).
💸 3. Cash Flow Analysis
- Understand your net monthly cash flow (Income − Expenses).
- Spot months where you might need to cut back.
📂 4. Category-Wise Distribution
- Use pie or bar charts to show spending by category.
- Determine which categories eat up most of your income.
🏆 5. Goal Tracking
- If budget goals are included, you can track how well you’re meeting them (e.g., stay under ₹10,000 for food).
DAX Codes
Total Expense = CALCULATE(SUM(FinData[Value]), FinData[Type]="Expense")
Savings % = DIVIDE([Total Savings],[Total Income])
Savings target = [Total Income] / 4📌 Potential Dashboard Features
In Power BI, Excel, or Tableau, you could include:
- KPI cards (Total Income, Total Expense, Net Savings)
- Monthly trend line charts
- Category-wise bar or pie charts
- Filters for time, type, and category
- Heatmaps of daily or weekly spending