To unlock financial insights that were invisible before budget and savings planning.
To create an interactive dashboard which providing quick and updated financial insights to have a better understanding of household finance and be acquainted with financial literacy.
1. Database Design
The project start with designing a database to store all relevant information of household members and their transaction records. The schema comprises of four entities: accounts, users, categories, and transactions.
<Database setup>
<Database trigger>
ERD Diagram:
2. ETL
Then, we use Apache Airflow and Python to schedule ETL workflow to pass data from the latest csv log into our database in a daily manner.
Workflow:
3. Data Modeling
Before creating the dashboard, we model our data by creating a new view in the database.
<Create view>
4. Creating Dashboard in PowerBI
The final step is to load our view into PowerBI and create the dashboard.
View Dashboard
Dashboard Preview:
