Categories: Power BI / Practice Datasets
Tags:

Financial Data Analysis Dashboard in Power BI and Dataset for practice

This Power BI dashboard is a Financial Data Analysis Dashboard, designed to provide insights into budget, expenses, profit/loss, and transaction trends. Here’s a breakdown of the key sections:

Key Metrics (Top Row)

  1. Total Budget – 1236K: The allocated budget for a specific period.
  2. Actual Expense – 1331K: The amount spent so far.
  3. Total Profit/Loss – -95093: A negative value indicates a financial loss.
  4. Avg Profit % – -42.80%: Represents the profitability percentage, showing losses.
  5. # Transactions – 450: The total number of financial transactions recorded.

Get the dataset here : https://github.com/slidescope/data/blob/master/Financial_Data_To_Analyze.xlsx

Visual Breakdown of Data

  1. Sum of Actual Expense by Category (Left Pie Chart)
    • Breakdown of actual expenses across categories such as Salaries, Rent, Miscellaneous, Operations, and Marketing.
    • Percentages indicate the proportion of each category in the total expense.
  2. Sum of Budget by Category (Right Pie Chart)
    • Shows how the budget is allocated across different categories.
  3. # Transactions by Profit/Loss Status (Pie Chart, Right Middle)
    • Displays the proportion of profitable vs. loss transactions.
    • 207 transactions resulted in a loss (46%), while 243 transactions were profitable (54%).
  4. Actual Expense and Budget by Month (Line Chart, Bottom Left)
    • Compares actual expenses against the budget for January, February, and March.
    • Helps track monthly spending trends.
  5. Profit/Loss by Category and Status (Bar Chart, Bottom Middle)
    • Green bars represent profit, and blue bars represent loss in different categories.
    • Helps identify which categories contribute most to financial gains or losses.
  6. # Transactions by Day and Profit/Loss Status (Bar Chart, Bottom Right)
    • Tracks the number of transactions each day, categorized by profit or loss.
    • Useful for understanding daily financial trends.

Filters (Right Sidebar)

  • Profit/Loss Status Filter: Allows selection between Profit, Loss, or All transactions.
  • Category Filter: Enables filtering of financial data by specific categories like Marketing, Miscellaneous, Operations, Rent, and Salaries.

Purpose of the Dashboard

  • Helps businesses track and analyze their financial performance.
  • Identifies areas of overspending and underperformance.
  • Assists in decision-making to improve financial efficiency.