Actuals vs Budget (Power BI)
Power BI ·
DAX ·
Power Query
Project Goal
Turning raw Excel data into actionable business information by implementing a robust financial tracking solution. This project bridges the gap between static budget spreadsheets and dynamic reporting.
The Approach
Financial analysts often spend too much time manually updating budget trackers. I automated this process by creating a seamless data flow from raw exports to a visual dashboard.
Key Features
- Dynamic DAX Measures: Calculated variance, YTD performance, and forecasting metrics.
- Data Transformation: Used Power Query to clean and unpivot complex Excel structures.
- Interactive Visuals: Implemented drill-throughs and bookmarks for an intuitive user experience.
Tools Used
Power BI ·
DAX ·
Power Query ·
Excel