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The project was developed and published using Power BI, one of the top leader in business Intelligence.

The data used was provided for educational purposes by Power BI - Data Analysis and Business Intelligence course on the Udemy platform.

• Finanzas-Final.xlsx
• Categorias.xlsx
• Calendario2019.xlsx
• Calendario2020.xlsx

Some pre-established background pictures given in the course was used.

Modifications were made to the original data using the Power Query editor to be able to use them appropriately.

The modifications were:

• A custom column called Tipo was added to the "TablaGastos" table.
• A custom column called Tipo was added to the "TablaIngresos" table.
• A new table called Finanzas was created appending the information from the tables "TablaGastos" and "TablaIngresos".
• In "TablaMetas" table, the unpivot columns option is used to transform the Remuneracion and Online columns into other columns, one for category and the other for quantity.
• A custom column called Tipo was added to the "TablaMetas" table.
• In "TablaPresupuesto" table, the unpivot columns option is used to transform twenty-five columns into two columns, one for category and the other for quantity.
• A custom column called Tipo was added to the "TablaPresupuesto" table.
• A new table called Expectativas was created appending the information from the tables "TablaPresupuesto" and "TablaMetas".
• A prefix was added to the column called Fecha from table "Expectativas" to establish the data type like date.
• The year of the dates that appear in the Fecha column of the "Calendario" table is exported to a new column.
• The number of the month of the dates that appear in the Fecha column of the "Calendario" table is exported to a new column.
• The name of the month of the dates that appear in the Fecha column of the "Calendario" table is exported to a new column.
• From the column with the name of the month of the "Calendario" table, three characters are extracted and formed a new column.
• In the Fecha column of the "Calendario" table, the data is extracted from a delimiter in a new column.
• A blank table was created called "Cuotas%"
• A blank table called "Categorias" was created and the data found in the excel file categories.xlsx was copied

It was required to relate common data between the files:

• The data named Fecha of the "Calendario" and "Expectativas" sheet were related.
• The data named Fecha of the "Calendario" and "Finanzas" sheet were related.
• The data named Categoria of the "Calendario" and "Finanzas" sheet were related.
• The data named Categoria of the "Calendario" and "Expectativas" sheet were related.

DAX - Data Analysis Expressions

• A new measure was created using SUM function in "Finanzas" sheet.
• Two new measure was created using CALCULATE function in "Finanzas" sheet.
• A new measure was created using SUM function in "Expectativas" sheet.
• Two new measure was created using CALCULATE function in "Expectativas" sheet.
• A subtraction operation was used to create a new measure in the "Finanzas" sheet called Utilidad
• A subtraction operation was used to create a new measure in the "Expectativas" sheet called Ut. Esperada
• A division operation was used to create a new measure in the "Cuotas%" sheet called Cuota Ingresos
• A division operation was used to create a new measure in the "Cuotas%" sheet called Cuota Gastos
• A division operation was used to create a new measure in the "Cuotas%" sheet called Cuota Utilidad
• A division operation was used to create a new measure in the "Cuotas%" sheet called Cuota Saldo
• A new column was created using CALCULATE, FILTER, ALL and MAX functions in "Finanzas" sheet
• A new column was created using CALCULATE, FILTER, ALL and MAX functions in "Expectativa" sheet

For the Personal Finance report different visualizations such as gauge, multi-row card, button, slicer, table, area chart, line chart, clustered column chart, matrix, line ad stacked column chart were used to make the exposed analysis.

The project had the goal of developing an interactive report on personal finances, which allows visualizing the behavior of some indicators of income, expenses, profit, and balance through the months of 2019 and 2020.