https://github.com/aelmah/powerbi-budgetpulse
A Business Intelligence project analyzing personal finances using Power BI, DAX, and structured datasets.
https://github.com/aelmah/powerbi-budgetpulse
business-intelligence data-visualization-dashboard dax-query powerbi
Last synced: 3 months ago
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A Business Intelligence project analyzing personal finances using Power BI, DAX, and structured datasets.
- Host: GitHub
- URL: https://github.com/aelmah/powerbi-budgetpulse
- Owner: aelmah
- License: mit
- Created: 2025-03-01T21:39:34.000Z (3 months ago)
- Default Branch: main
- Last Pushed: 2025-03-01T22:07:04.000Z (3 months ago)
- Last Synced: 2025-03-01T22:26:28.601Z (3 months ago)
- Topics: business-intelligence, data-visualization-dashboard, dax-query, powerbi
- Homepage:
- Size: 0 Bytes
- Stars: 0
- Watchers: 1
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE
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README
## Personal Financial Dashboard
#### Overview
This **Personal Financial Dashboard** visualizes income, expenses, and savings trends using **Microsoft Power BI** and **DAX formulas**. Designed as a final project for a bachelor's-level Advanced Databases course, it transforms raw financial data into actionable insights for budgeting and financial planning.
---
#### Key Features
- **Income/Expense Tracking**: Monitor total income (`798K`), main/side income splits, and monthly trends.
- **Category Analysis**: Breakdown of spending (e.g., `Housing: 243K`, `Transportation: 231K`).
- **Debt Alerts**: Highlights pending debts (e.g., `$57.3K due`).
- **Dynamic Visuals**: Line charts, pie charts, and tables updated with DAX logic.
- **Net Wealth Trends**: Track monthly net wealth changes.
---
#### Technologies Used
- **BI Tool**: Microsoft Power BI Desktop
- **Data Modeling**: DAX (Data Analysis Expressions)
- **Dataset**: [Specify dataset name/source]
- **Data Cleaning**: Power Query Editor
---
#### Dashboard Preview
#### Main Financial Overview
*Highlights: Available income (`798K`), income sources breakdown, and expense trends across months.*
**Key Metrics**:
- **Total Income**: `798K` (Main: `481K`, Side: `317K`)
- **Top Expenses**: Housing (`243K`), Transportation (`231K`)
- **Monthly Trends**: Income vs. expenses comparison (Dec to Sep)
---
#### Detailed Expense Analysis
*Drill-down into expense categories, sub-categories, and net wealth trends.*
**Key Insights**:
- **Category Spending**: Housing (`44%`), Transportation (`42%`)
- **Sub-Category Breakdown**: Visualized via bar charts
- **Net Wealth**: Monthly progression with debt alerts (`$57.3K due`)
---
#### Setup Guide
1. **Clone the Repository**:
```bash
git clone https://github.com/aelmah/PowerBI-BudgetPulse.git
```bash
2. **Open in Power BI:**
Open the .pbix file in Power BI Desktop.
Update the dataset path in Power Query to match your local data/Dataset.csv.
3. **Explore:**
Use filters to adjust date ranges or categories.
Hover over charts for tooltip details.