The Finance Dashboard is a comprehensive, interactive visualization project built in Power BI. It provides actionable insights into income, savings, expenses, and targets through dynamic charts and measures. Built solo in just 2 weeks as a final school deliverable (July 2025), with all design assets created in Figma and Canva.
Version 1.0 (Final school deliverable, July 2025). This project is complete for academic submission, but will be updated in the future with new features and improvements.
- 🔄 Automatic data refresh via OneDrive or SharePoint
- 📈 Additional KPIs (Net worth trajectory, Emergency-fund ratio)
- 🔐 Row-level security for multi-user scenarios
- 🌐 Localization (English / French / Arabic labels)
├── 0x01 Data/
│ └── financial_data.xlsx # Data source for the dashboard
├── 0x02 pbix of project/
│ └── finance_dashboard.pbix # Power BI project file
├── 0x03 Resources Figma/
│ ├── Background.png # Dashboard background
│ ├── graph background G.png # Chart background
│ ├── graph background.png # Additional chart background
│ ├── icons.svg # Icon assets
│ └── README.md # Resource notes
├── 0x04 Screenshots/
│ ├── 1.png # Dashboard screenshot
│ ├── 2.png # Dashboard screenshot
│ ├── 3.png # Dashboard screenshot
│ ├── 4.png # Dashboard screenshot
│ ├── 5.png # Dashboard screenshot
│ ├── 6.png # Dashboard screenshot
│ ├── 7.png # Dashboard screenshot
│ └── 8.png # Dashboard screenshot
├── 0x05 Steps/
│ └── Steps.md # Step-by-step project documentation
├── 0x06 Post Linkedin/
│ ├── FinalProject-1.png # Post image
│ ├── FinalProject-2.png # Post image
│ ├── FinalProject.png # Post image
│ └── finance_dashboard - Power BI.pdf # LinkedIn post PDF
├── 0x07 Presentation/
│ ├── 0x01 Presentation projet.pdf # Project presentation
│ └── README.md # Presentation notes
└── README.md # Project overview (this file)
- Dynamic Slicers: Year and Month filters for granular insights
- Donut Charts: Visualize the breakdown of expenses and savings
- Line Chart: Trends of income, savings, and expenses over time
- Dynamic Interactions: Tooltips and dynamic line chart display
- Power BI Desktop: Download from Microsoft's website
- Clone this repository:
git clone https://github.com/xDweeb/Finance-Dashboard-PowerBi.git
- Open the
finance_dashboard.pbixfile in Power BI. - Explore and customize the dashboard as needed.
For a detailed walkthrough, see Steps.md.
The dashboard uses a simulated dataset (financial_data.xlsx) with the following columns:
- Type: Categories (Income, Savings, Expenses, Target)
- Component: Subcategories (e.g., Groceries, Health)
- Date: Transaction dates
- Value: Monetary amounts
| Screenshot | Description |
|---|---|
 |
Main dashboard overview |
Custom backgrounds and visual elements were created in Figma and Canva to enhance the dashboard's look and feel.
View the Figma file: Figma Design - Finance Dashboard
This project is licensed under the MIT License. See the LICENSE file for details.
Taibi El Yakouti
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Have ideas or want to collaborate? Reach out via LinkedIn or GitHub. Let's build something amazing together—keep learning, keep building!