anthropics / anthropics/financial-services
Set up Budget vs Forecast Dashboard structure and include sample data, DAX, documentation
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- Python
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描述
Establish an organized structure in this repository for a Budget vs Forecast Financial Dashboard project in Power BI.
**Proposed repository structure:**
- /data (sample actuals, budgets, forecasts in CSV format)
- /reports (Power BI .pbix files)
- /docs (setup guides, documentation, requirements, screenshots)
- /assets (images or visuals for documentation)
**Documentation to include:**
- A comprehensive README.md with:
- Project overview (purpose, objectives)
- Explanation of key Power BI visuals for budget vs forecast analysis
- Data requirements/specs
- Setup instructions
- Sample CSV data files:
- actuals.csv
- budget.csv
- forecast.csv
(Each with columns: Date, Account, Value)
- Example DAX formulas: Actual, Budget, Forecast measures, variances
- Power BI report structure outline (screenshot, .pbix if available)
This will enable collaborative development and onboarding for all contributors to the dashboard.
**Next steps:**
- Create folder structure
- Add documentation, guides, and sample files
- Provide Power BI dashboard mock-ups if available
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