Financial Analysis Dashboard

Project Overview

Create financial dashboard with:

• Budget vs Actual analysis
• Variance reporting
• Profit & loss
• Cash flow visualization

Data Requirements

Tables needed:

• Actuals (Date, Category, Amount)
• Budget (Date, Category, BudgetAmount)
• Chart of Accounts (Category, Type)

Key Measures

Create these:

Total Actual = SUM(Actuals[Amount]) Total Budget = SUM(Budget[BudgetAmount]) Variance = [Total Actual] - [Total Budget] Variance % = DIVIDE([Variance], [Total Budget])

Visuals to Build

Waterfall chart: Revenue - COGS - Expenses = Net Income

Variance chart: Actual vs Budget by category

KPIs: Revenue, Expenses, Profit, Margin %

Trend lines: Monthly actuals vs budget

Try This Project

Build complete financial dashboard using what you've learned!

Tip: Financial dashboards need accuracy. Double-check all formulas!