How to create a spending trend dashboard in Power BI

Introduction

This guide guides it through the process of creating an expense trend board using Power BI. This approach will provide an integral vision of spending patterns over time, allowing better financial management and strategic planning.

The full video for this step by step approach is provided below:

The following procedure assumes data or preparation of data using power consultation. However, beginners can consult the following lessons on how to prepare data with Dax functions for a feeding board.

Get the file for this project here and follow the procedure.

1. Create board position markers

Open Microsoft Power Point

• Select the Insert menu – Forms – Choose “Rectangle”.
• Drag to draw a rectangle.
• Click on the right button in the format format in the format form panel, choose the fill-solid filling. Choose the color as white. Then choose line – without line.
• Change to the shapes and ownership of size, enter 1.85 cm as a height of the rectangle and 16.2 cm as width of the rectangle. Choose effects – soft edges (the second option).

Duplicate position and forms

• Adjust the rectangle and place it in the upper left corner.
• Copy and paste the rectangle you created. Place the rectangle copied to the upper right corner.
• Copy and paste any of the rectangles: Change the size of the copied rectangle at a height of 6.7 cm and width or 16.2 cm. Copy and paste this right rectangle.
• Create 2 additional and identical rectangles with a height of 8.87 cm and wide or 16.2 cm. Adjust and place the thesis under the previous rectangles.

Save the PowerPoint file

• Save the PPT file as ‘Cor Exp’ and choose “scalable vector graphics format (*.SVG)” as a file format.

Create Bi Power visualizations (KPI / metric)

Note: Do not worry about the position of your images because you will possibly put them in position markers later.

Create line and stacked column line

• Select ‘Stacked column line and graphic in the visualization panel.
• Choose or drag and drop “IT area” and “sub area” on the X axis. Choose or drag and release “real” on the and column axis. Choose or drag and release “plan” on the y line.
• Choose the Visual-Visual-Visual Axis Topla values ​​format.
• LINE – Line style – Potted – Union Type – Redondo – Width – 2 – Type of interpolation – Step – Pass position – Center – Color – #EF008C Color 5.
• Choose data labels: alternate the background. Choose options – position (column) – internal base.
• Visual format – General Choose – Title – Font – Segoe Onion) Bold), 10.

Create stacked area graph

• Select Stacked area graph ‘of the visualization panel.
• Choose or drag and release “period”, “real” and “business area” on the X axis, the Y axis and the fields of legends, respectively.
• Choose Format – Visual – Legend – Text – Source – Segoe Onion, 8.
• Affect the title.
• Lines – Line style – Contino – Union type – Round – Width – 2 – Type of interpolation – linear.
• Alternate total labels.
• Visual format – General Choose – Title – Font – Segoe UI (bold), 10.

Create decomposition tree

• Choose the decomposition tree of the visualizations panel.
• Choose or drag and release the VAR plan in the field of analysis.
• Choose or drag and release the area, the period, the sales region, the you, the country/region in explanation by field.
• Expand the decomposition tree by clicking on the “+” area and choose the area (or any element of your choice) from the list. Click Infrastructure to expand and choose the period of the list.

Create map

• Choose the Visualizations panel folder.
• Choose or drag and release the country/reion in the field of location
• Choose or drag and release the Var % plane in the information field.
• Choose Visual Format – Visual – Map Configuration – Style – Gray Scale
• Choose bubbles – size – size – 70.
• Choose Bubbles – Colors – Select Conditional Form (FX) – Choose the gradient as format style – choose “In which field should we base this?” – VAR Plan – Choose “Minimum” #FFA600, color of theme 1. Choose “maximum” #13102, color of the topic 3. Click OK.
• Visual format – General Choose – Title – Font – Segoe UI (bold), 10.

Create cutter

• Choose SLICER: drag and release or select the sales region in the field of the data panel.
• Choose Visual Format – Visual – Cutter Configuration – Options – Choose drop -down.
• Choose values ​​- source, Segoe onion, 10, color – black.
• Choose the SLICER header and go out.

Create text box

• Choose Insert menu.
• Select the text box: drag and set the text box.
• Write “Select Sales Region”.
• Select the text and choose Font Segoe (bold), 10, and do the text ital.
• Adjust and place the text box near the cutter.

Create title

• Choose Insert Menu – Element – Text box.
• Drag and adjust the text box.
• Write “Expenditure Trends Analysis”, select the text and make Font Segoe (bold), 18, justification of the center.
• Choose the format text box – General – Effects – Turn off the background.

Power Bi background format

Customize the canvas background

• In the visualization panel, choose Format – Canvas background – color – choose white, 20% darker.
• Choose the image and click on the small icon – Explore the ‘Gast Trend’ file and select Open – Image FIT – Select Adjustment – Transparency – 0.

Now move your images to position markers

Conclusion

In this guide, we explore how to create a Power Bi expense trend board, starting with the design of PowerPoint board scorer to guarantee an attractive visa design.

Then we moved to Power BI to configure various visualizations, including line column graphics and stacked, area graphics, decomposition trees and maps.

By integrating visual thesis elements, we effectively highlight trends and expenses patterns in different business areas and regions.

Finally, the inclusion of cutters and text pictures added interactivity and clarity to the board.