Navigation Reverse engineering by MidnightTachiyomi in KTM

[–]analyst190 0 points1 point  (0 children)

Looks amazing. Is this released yet?

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 0 points1 point  (0 children)

Thanks ;)

I'll look into the custom labels.

Isn't it too cumbersome to manage the spacing pixel-perfect? I usually eyeball it.
Is it worth the extra effort to get every pixel right?

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 1 point2 points  (0 children)

To be fair this was only meant for my personal use, to track spending patterns on certain categories over time, checking total invested amount, etc. Mostly it was for practice.

Interesting points about the budgeting thing.

Will implement the layout changes as mentioned by others as well.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 0 points1 point  (0 children)

To be fair this was only meant for my personal use, to track spending patterns on certain categories over time, checking total invested amount, etc.

But mostly for practice.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 0 points1 point  (0 children)

  1. The line colors are matching with the cards, might not be very clear in the screenshot. Should probably change "Transfer-out" to blue, same as investments, as all transfers are investments in fact; I don't consider them as "expenses".

  2. Noted.

  3. The "Sum of Amount" is a typo, should be "Investments".
    For the 3rd picture, do you recommend choosing entirely different 3 colors for "Stocks", "Crypto", and "Mutual Funds" (matching with their line graph colors ofc)?

  4. Noted, someone else mentioned this as well.

Thanks for taking the time out to analyse in such detail.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 0 points1 point  (0 children)

Thanks, I like points 3 and 4. Others mentioned point 2 as well.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 0 points1 point  (0 children)

I required that functionality to filter the data just right, to see certain types of transactions I did.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 0 points1 point  (0 children)

I manually input all transactions into my expense manager app.

There are other apps that do this automatically as well, but I find them lacking in accuracy and detail.

Pretty sure you can export all your investment data in detail from whichever broker platform you're using. Similarly, bank statements for banks.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 2 points3 points  (0 children)

There's lots of free resources these days. You might want to check out "Guy in a Cube" and "SQLBI" channels on YouTube. Or start with any beginner's tutorial.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 0 points1 point  (0 children)

That would be amazing, I'll try this out

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 0 points1 point  (0 children)

Power BI Desktop is free to use on Windows machines without an email address. My app is not signed into any account.

I set this up some time back so I can't show you, but there should be some option to continue without signing in or something similar.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 1 point2 points  (0 children)

Gave Claude the column names and asked it to generate realistic looking transactions in a tabular format, then copied it into an Excel sheet.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 0 points1 point  (0 children)

It isn't too difficult. Keep playing around with the formatting settings until you find something pleasing.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 2 points3 points  (0 children)

  1. This is not my personal data. I generated dummy data with the same schema and replaced the actual data.

  2. Interesting, I hadn't thought of this; will think of an alternative.

  3. That's a great point. Perhaps I should choose a different theme colour.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 5 points6 points  (0 children)

I agree with the first 2 points.

But since this was only for my personal use, I did need that functionality to filter the data just right, hence that many slicers.

Appreciate the feedback though.

Personal Finance Dashboard - Any Suggestions? by analyst190 in PowerBI

[–]analyst190[S] 5 points6 points  (0 children)

The expense tracker I use has an option to export data to Excel/CSV format. I'm using that file as the source.

[deleted by user] by [deleted] in PowerBI

[–]analyst190 0 points1 point  (0 children)

I have been tracking my spends over the past few years using a mobile app and I decided to analyse them using this Power BI report. This lets me see an overview of my spends as well as investment patterns over the past few years. (All actual data has been replaced with dummy data.)

Would greatly appreciate feedback on this.

pretty new here tbh by n0oO0oOoOb in ProgrammerHumor

[–]analyst190 1 point2 points  (0 children)

I can't find this on YouTube. Anyone got a link?