title
Power BI Data Analytics Project: Personal Finance Dashboard

description
In this data analystics project we will build a personalfinance dashboard in power BI. This project can be useful to anyone who wants to track personal expenses, income and financial goals. *THERE IS A GIVEAWAY AT THE END* Dashboard and excel file: https://github.com/codebasics/DataAnalysisProjects/tree/master/3_PersonalFinance Hemanand's linkedin: https://www.linkedin.com/in/hemanand-vadivel-0b34aab5/ My linkedin: https://www.linkedin.com/in/dhavalsays/ Do you want to learn technology from me? Check https://codebasics.io/ for my affordable video courses. 🌎 Website: https://codebasics.io/ 🎥 Codebasics Hindi channel: https://www.youtube.com/channel/UCTmFBhuhMibVoSfYom1uXEg #️⃣ Social Media #️⃣ 🔗 Discord: https://discord.gg/r42Kbuk 📸 Instagram: https://www.instagram.com/codebasicshub/ 🔊 Facebook: https://www.facebook.com/codebasicshub 📱 Twitter: https://twitter.com/codebasicshub 📝 Linkedin: https://www.linkedin.com/company/codebasics/ ❗❗ DISCLAIMER: All opinions expressed in this video are of my own and not that of my employers'.

detail
{'title': 'Power BI Data Analytics Project: Personal Finance Dashboard', 'heatmap': [{'end': 427.744, 'start': 363.16, 'weight': 0.736}, {'end': 1491.885, 'start': 1434.59, 'weight': 0.753}, {'end': 1593.498, 'start': 1536.076, 'weight': 0.812}, {'end': 2405.924, 'start': 2278.049, 'weight': 0.826}, {'end': 2550.542, 'start': 2489.824, 'weight': 0.809}, {'end': 2759.229, 'start': 2698.24, 'weight': 0.819}, {'end': 2861.079, 'start': 2816.477, 'weight': 1}], 'summary': 'Covers building a power bi personal budget dashboard using monthly expenses data for analyzing spending patterns, saving targets, and net worth, with an emphasis on financial literacy. it discusses customizing an excel template, creating financial measures, data visualization, stakeholder presentation, and personal finance analysis, highlighting a 20% income increase in january 2020 leading to a drastic savings decrease from 21% to 1%, with a 25% target savings percentage for the year. it also delves into data analytics roi, offering a giveaway of a thousand rupees amazon voucher for the top three projects submitted by february 2021.', 'chapters': [{'end': 136.502, 'segs': [{'end': 25.297, 'src': 'embed', 'start': 0.029, 'weight': 0, 'content': [{'end': 8.192, 'text': 'in this video we will be doing one more interesting power bi project for personal budget and finance management.', 'start': 0.029, 'duration': 8.163}, {'end': 12.594, 'text': 'now this is something where you can take your own monthly expenses.', 'start': 8.192, 'duration': 4.402}, {'end': 22.097, 'text': "let's say, you are earning 50 000 bucks every month and out of that you're spending 3000 on your mortgage, 500 on your mobile bill,", 'start': 12.594, 'duration': 9.503}, {'end': 25.297, 'text': 'groceries and various expenses that you have.', 'start': 22.097, 'duration': 3.2}], 'summary': 'Creating a power bi project for personal budget management with an example of earning 50,000 bucks monthly, spending 3000 on mortgage and 500 on mobile bill.', 'duration': 25.268, 'max_score': 0.029, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj429.jpg'}, {'end': 117.862, 'src': 'embed', 'start': 91.592, 'weight': 2, 'content': [{'end': 97.153, 'text': 'you do the assignment and then the winners will get the prizes.', 'start': 91.592, 'duration': 5.561}, {'end': 100.294, 'text': 'this project will help you achieve multiple goals.', 'start': 97.153, 'duration': 3.141}, {'end': 106.935, 'text': 'the obvious goal is, of course, you want to learn Power BI, but there are other, more important things that it will help you with,', 'start': 100.294, 'duration': 6.641}, {'end': 109.816, 'text': 'such as embedding data analytics into your daily life.', 'start': 106.935, 'duration': 2.881}, {'end': 113.517, 'text': 'this is something you will be using in your day-to-day life.', 'start': 109.816, 'duration': 3.701}, {'end': 114.657, 'text': 'you are your own client.', 'start': 113.517, 'duration': 1.14}, {'end': 117.862, 'text': 'second thing is bring your own data.', 'start': 115.279, 'duration': 2.583}], 'summary': 'Complete the assignment for a chance to win prizes and achieve multiple goals, including learning power bi and embedding data analytics into daily life.', 'duration': 26.27, 'max_score': 91.592, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj491592.jpg'}], 'start': 0.029, 'title': 'Building power bi personal budget dashboard', 'summary': 'Covers creating a power bi dashboard for personal budget and finance management using monthly expenses data to analyze spending patterns, saving targets, and net worth. it emphasizes learning power bi, embedding data analytics into daily life, and promoting financial literacy.', 'chapters': [{'end': 136.502, 'start': 0.029, 'title': 'Power bi personal budget project', 'summary': 'Covers building a power bi dashboard for personal budget and finance management, utilizing monthly expenses data to analyze spending patterns, saving targets, and net worth, and includes a giveaway assignment for the viewers, emphasizing learning power bi, embedding data analytics into daily life, and promoting financial literacy.', 'duration': 136.473, 'highlights': ['Building a Power BI dashboard for personal budget and finance management The chapter focuses on using Power BI to create a dashboard for analyzing personal budget and finance, providing practical application of data analytics.', 'Utilizing monthly expenses data to analyze spending patterns, saving targets, and net worth The project involves using monthly expense data to analyze spending patterns, saving targets, and net worth, offering actionable insights for financial management.', 'Including a giveaway assignment for the viewers The chapter includes a giveaway assignment for the viewers, promoting engagement and participation in the learning process.', 'Emphasizing learning Power BI and embedding data analytics into daily life The project emphasizes the importance of learning Power BI and integrating data analytics into daily life, providing practical skills for personal finance management.', 'Promoting financial literacy and wealth building through the project The project aims to promote financial literacy and wealth building, offering long-term benefits beyond just learning Power BI.']}], 'duration': 136.473, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj429.jpg', 'highlights': ['Utilizing monthly expenses data to analyze spending patterns, saving targets, and net worth The project involves using monthly expense data to analyze spending patterns, saving targets, and net worth, offering actionable insights for financial management.', 'Building a Power BI dashboard for personal budget and finance management The chapter focuses on using Power BI to create a dashboard for analyzing personal budget and finance, providing practical application of data analytics.', 'Emphasizing learning Power BI and embedding data analytics into daily life The project emphasizes the importance of learning Power BI and integrating data analytics into daily life, providing practical skills for personal finance management.', 'Promoting financial literacy and wealth building through the project The project aims to promote financial literacy and wealth building, offering long-term benefits beyond just learning Power BI.', 'Including a giveaway assignment for the viewers The chapter includes a giveaway assignment for the viewers, promoting engagement and participation in the learning process.']}, {'end': 751.061, 'segs': [{'end': 229.332, 'src': 'embed', 'start': 137.763, 'weight': 0, 'content': [{'end': 146.089, 'text': "numerous benefits of this project and we'll be answering some of the common questions, such as, as a person, you want to know what is my net worth,", 'start': 137.763, 'duration': 8.326}, {'end': 155.555, 'text': 'how the net worth is growing or it is reducing year over year, if my spending pattern is right, am i reaching my saving target?', 'start': 146.089, 'duration': 9.466}, {'end': 159.598, 'text': 'which months i am financially better, good, and how do i spend and save?', 'start': 155.555, 'duration': 4.043}, {'end': 163.904, 'text': 'Yeah, so we have Hemannan here with us.', 'start': 161.943, 'duration': 1.961}, {'end': 165.784, 'text': 'So Hemannan is a data analyst.', 'start': 164.224, 'duration': 1.56}, {'end': 172.407, 'text': "I'm a client who is building this dashboard with the help of this data analyst.", 'start': 166.485, 'duration': 5.922}, {'end': 175.808, 'text': "And so that's the role that we are going to play.", 'start': 173.247, 'duration': 2.561}, {'end': 178.169, 'text': 'It will be a live interactive session.', 'start': 175.848, 'duration': 2.321}, {'end': 186.374, 'text': "And Hemannan will ask me questions as if I'm a client, and we will be building this dashboard interactively.", 'start': 178.929, 'duration': 7.445}, {'end': 189.056, 'text': 'So Hemannan has this file open.', 'start': 187.094, 'duration': 1.962}, {'end': 190.977, 'text': 'I give this file to him.', 'start': 189.936, 'duration': 1.041}, {'end': 194.159, 'text': 'These are like my monthly expenses and so on.', 'start': 191.017, 'duration': 3.142}, {'end': 198.702, 'text': 'So yeah, Hemannan, you can now go over this and just start asking questions.', 'start': 194.199, 'duration': 4.503}, {'end': 200.536, 'text': 'Thank you.', 'start': 200.216, 'duration': 0.32}, {'end': 201.057, 'text': 'Thank you.', 'start': 200.556, 'duration': 0.501}, {'end': 202.078, 'text': 'Hi, everyone.', 'start': 201.557, 'duration': 0.521}, {'end': 205.361, 'text': 'So, you know, this is, this is going to be very interesting project.', 'start': 202.118, 'duration': 3.243}, {'end': 207.443, 'text': 'And I know the world is not an easy client.', 'start': 205.461, 'duration': 1.982}, {'end': 208.804, 'text': 'So you might have some records.', 'start': 207.483, 'duration': 1.321}, {'end': 214.529, 'text': "And I mean, you would try to explain everything why he's doing so it's going to be really interesting.", 'start': 209.404, 'duration': 5.125}, {'end': 221.315, 'text': "So the Excel file I have on the screen, as you could see, this is a template that we are using, that's something that all is using.", 'start': 215.009, 'duration': 6.306}, {'end': 224.428, 'text': 'But You can, you can, you know, modify it.', 'start': 221.876, 'duration': 2.552}, {'end': 228.071, 'text': 'For example, you have, you might have more parameters in your income.', 'start': 224.488, 'duration': 3.583}, {'end': 229.332, 'text': 'You might have an income three.', 'start': 228.091, 'duration': 1.241}], 'summary': 'Building a live interactive dashboard for financial analysis with a data analyst.', 'duration': 91.569, 'max_score': 137.763, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4137763.jpg'}, {'end': 283.335, 'src': 'embed', 'start': 252.659, 'weight': 4, 'content': [{'end': 253.7, 'text': 'So you could add it.', 'start': 252.659, 'duration': 1.041}, {'end': 256.781, 'text': 'And make sure you enter the numbers there.', 'start': 255.101, 'duration': 1.68}, {'end': 259.043, 'text': 'So as more and more parameters you add,', 'start': 256.982, 'duration': 2.061}, {'end': 266.366, 'text': "it's going to be more really easy for you to have this financial discipline which is the hidden agenda of this project.", 'start': 259.043, 'duration': 7.323}, {'end': 275.51, 'text': "And the view here is it's monthly, so that it's easy to enter the data for every month, every new month.", 'start': 269.085, 'duration': 6.425}, {'end': 277.011, 'text': 'So then you have to add a new month here.', 'start': 275.53, 'duration': 1.481}, {'end': 279.773, 'text': 'You simply pull this thing to add a new month.', 'start': 277.471, 'duration': 2.302}, {'end': 283.335, 'text': 'And you can change it.', 'start': 281.013, 'duration': 2.322}], 'summary': 'A financial discipline project with easy monthly data entry and parameter addition.', 'duration': 30.676, 'max_score': 252.659, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4252659.jpg'}, {'end': 427.744, 'src': 'heatmap', 'start': 339.434, 'weight': 5, 'content': [{'end': 343.016, 'text': "So I'm going to make some transformations, very minor ones.", 'start': 339.434, 'duration': 3.582}, {'end': 344.856, 'text': "I'm going to transform data.", 'start': 343.776, 'duration': 1.08}, {'end': 354.9, 'text': 'So guys, this is Power Query screen where you can do a lot of transformations.', 'start': 350.378, 'duration': 4.522}, {'end': 362.24, 'text': 'And this, again, is not very complicated, you can, you know, you can just start learning this with your knowledge of Excel.', 'start': 355.655, 'duration': 6.585}, {'end': 371.146, 'text': 'And what I want to do is like, I want to bring all my, you know, all my all my date into the column.', 'start': 363.16, 'duration': 7.986}, {'end': 378.311, 'text': "So I'm going to select all my dates, and go to transform and say, and pivot columns.", 'start': 371.987, 'duration': 6.324}, {'end': 383.455, 'text': 'So you see that all my data has now become intimate column.', 'start': 380.393, 'duration': 3.062}, {'end': 386.77, 'text': "And I'm going to rename the attribute to date.", 'start': 384.048, 'duration': 2.722}, {'end': 388.731, 'text': 'This is my date column now.', 'start': 387.57, 'duration': 1.161}, {'end': 391.032, 'text': 'And the value shall remain as a value.', 'start': 389.692, 'duration': 1.34}, {'end': 394.655, 'text': "And here I'm going to say this is a fixed decimal number.", 'start': 392.093, 'duration': 2.562}, {'end': 396.816, 'text': "So that it's a currency.", 'start': 395.935, 'duration': 0.881}, {'end': 400.138, 'text': 'And what else I need?', 'start': 398.197, 'duration': 1.941}, {'end': 402.68, 'text': 'Okay, I need to.', 'start': 400.318, 'duration': 2.362}, {'end': 406.982, 'text': 'I need to have a column which says what is a year.', 'start': 402.68, 'duration': 4.302}, {'end': 407.783, 'text': 'you know.', 'start': 406.982, 'duration': 0.801}, {'end': 408.743, 'text': "so I'm going to add.", 'start': 407.783, 'duration': 0.96}, {'end': 409.304, 'text': "I'm going.", 'start': 408.743, 'duration': 0.561}, {'end': 411.445, 'text': "I'm going to go to the add column section here.", 'start': 409.304, 'duration': 2.141}, {'end': 415.861, 'text': 'And There is a thing called date.', 'start': 412.766, 'duration': 3.095}, {'end': 418.002, 'text': "I'm going to say gimme.", 'start': 416.981, 'duration': 1.021}, {'end': 427.744, 'text': 'Okay, I got to change this to date first, as you could see that the year thing is not highlighted.', 'start': 422.983, 'duration': 4.761}], 'summary': 'Transforming data in power query to create date and year columns with minor transformations.', 'duration': 31.712, 'max_score': 339.434, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4339434.jpg'}, {'end': 509.28, 'src': 'embed', 'start': 484.427, 'weight': 6, 'content': [{'end': 490.032, 'text': 'I want to mock the dashboard, understanding the needs of my clients, my stakeholders.', 'start': 484.427, 'duration': 5.605}, {'end': 495.977, 'text': 'It is highly understated as to you know how important it is to gather the requirements,', 'start': 490.452, 'duration': 5.525}, {'end': 499.76, 'text': 'or you know to mock the dashboard in a PowerPoint or in any tool that you want to use.', 'start': 495.977, 'duration': 3.783}, {'end': 502.082, 'text': "So I'm going to take a PowerPoint here.", 'start': 500.22, 'duration': 1.862}, {'end': 509.28, 'text': "And I'm going to ask, you know, I'm going to give the floor to Tagal now.", 'start': 505.419, 'duration': 3.861}], 'summary': 'Mock dashboard to understand client needs, gather requirements, and present in powerpoint.', 'duration': 24.853, 'max_score': 484.427, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4484427.jpg'}], 'start': 137.763, 'title': 'Financial dashboard building project and customizing excel template and power bi data import', 'summary': 'Discusses building a live interactive financial dashboard addressing net worth, spending patterns, savings targets, and financial betterment months, and customizing an excel template for financial discipline, importing the data into power bi, and mocking the dashboard based on client requirements for kpis, income, expense, and net worth.', 'chapters': [{'end': 208.804, 'start': 137.763, 'title': 'Financial dashboard building project', 'summary': 'Discusses the process of building a live interactive financial dashboard, addressing common questions related to net worth, spending patterns, savings targets, and financial betterment months, led by a data analyst and a client.', 'duration': 71.041, 'highlights': ['The project involves building a live interactive financial dashboard to address common questions related to net worth, spending patterns, savings targets, and financial betterment months.', 'The session is led by a data analyst and a client, simulating client questions and building the dashboard interactively.', 'The client provides monthly expense records for the dashboard construction.']}, {'end': 751.061, 'start': 209.404, 'title': 'Customizing excel template and power bi data import', 'summary': 'Discusses customizing an excel template for financial discipline, modifying it to add parameters for income and expense, and then importing the data into power bi to perform minor transformations and mock the dashboard based on client requirements for key performance indicators (kpis), income, expense, and net worth.', 'duration': 541.657, 'highlights': ['The chapter discusses customizing an Excel template for financial discipline, modifying it to add parameters for income and expense, and then importing the data into Power BI to perform minor transformations and mock the dashboard based on client requirements for key performance indicators (KPIs), income, expense, and net worth.', 'Adding parameters for income and expense in the Excel template to enhance financial discipline and ease of data entry for every month.', 'Importing data into Power BI and performing minor transformations using Power Query to pivot columns, rename attributes, and create additional columns such as year for text, demonstrating efficient data manipulation.', 'Mocking the dashboard in PowerPoint to gather client requirements, including displaying KPIs, income, expense, and net worth in a timeline fashion for year-over-year comparison, emphasizing the importance of understanding client needs before creating the dashboard.']}], 'duration': 613.298, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4137763.jpg', 'highlights': ['The project involves building a live interactive financial dashboard to address common questions related to net worth, spending patterns, savings targets, and financial betterment months.', 'The session is led by a data analyst and a client, simulating client questions and building the dashboard interactively.', 'The client provides monthly expense records for the dashboard construction.', 'The chapter discusses customizing an Excel template for financial discipline, modifying it to add parameters for income and expense, and then importing the data into Power BI to perform minor transformations and mock the dashboard based on client requirements for key performance indicators (KPIs), income, expense, and net worth.', 'Adding parameters for income and expense in the Excel template to enhance financial discipline and ease of data entry for every month.', 'Importing data into Power BI and performing minor transformations using Power Query to pivot columns, rename attributes, and create additional columns such as year for text, demonstrating efficient data manipulation.', 'Mocking the dashboard in PowerPoint to gather client requirements, including displaying KPIs, income, expense, and net worth in a timeline fashion for year-over-year comparison, emphasizing the importance of understanding client needs before creating the dashboard.']}, {'end': 1399.025, 'segs': [{'end': 819.4, 'src': 'embed', 'start': 785.866, 'weight': 0, 'content': [{'end': 797.613, 'text': 'So if there is like a monthly breakdown, like a pie chart which says you know, 80% going into rent or 10% going into whatever my electronics purchase?', 'start': 785.866, 'duration': 11.747}, {'end': 800.695, 'text': 'So that kind of breakdown would be useful.', 'start': 797.793, 'duration': 2.902}, {'end': 804.734, 'text': "great. so that's that's interesting.", 'start': 802.153, 'duration': 2.581}, {'end': 805.294, 'text': 'so what?', 'start': 804.734, 'duration': 0.56}, {'end': 814.018, 'text': 'what i would do is like um, i would put a place where, uh, you can see the expenses.', 'start': 805.294, 'duration': 8.724}, {'end': 819.4, 'text': 'so this would be your expense percentage or expense.', 'start': 814.018, 'duration': 5.382}], 'summary': 'Suggestion for a monthly expense breakdown with pie chart for better financial tracking and visualization.', 'duration': 33.534, 'max_score': 785.866, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4785866.jpg'}, {'end': 871.21, 'src': 'embed', 'start': 843.71, 'weight': 1, 'content': [{'end': 847.613, 'text': 'right on the money i mean more than you know, as important as you know.', 'start': 843.71, 'duration': 3.903}, {'end': 850.875, 'text': 'uh, you know your your uh, single expenses.', 'start': 847.613, 'duration': 3.262}, {'end': 856.518, 'text': "from my experience, it's also important to see the savings percentage, because what happens, what happens normally,", 'start': 850.875, 'duration': 5.643}, {'end': 859.8, 'text': 'is like we might think that you know we are not spending half methods.', 'start': 856.518, 'duration': 3.282}, {'end': 862.222, 'text': 'uh, you know, last month i might have spent like twenty thousand.', 'start': 859.8, 'duration': 2.422}, {'end': 866.665, 'text': "this month i'm spending fifteen thousand, but this month i my income might have increased.", 'start': 862.222, 'duration': 4.443}, {'end': 871.21, 'text': "I'm thinking I'm just spending just a little bit.", 'start': 867.586, 'duration': 3.624}], 'summary': 'Importance of tracking expenses and savings percentage to assess spending habits and financial health.', 'duration': 27.5, 'max_score': 843.71, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4843710.jpg'}, {'end': 918.277, 'src': 'embed', 'start': 889.799, 'weight': 2, 'content': [{'end': 895.343, 'text': 'so here you have the component of what are your savings and what are your expenses, so that you can have the percentage.', 'start': 889.799, 'duration': 5.544}, {'end': 900.367, 'text': 'And I mean, this sheet, you can automate it based on your bank account statements.', 'start': 895.903, 'duration': 4.464}, {'end': 901.287, 'text': 'There are ways to do that.', 'start': 900.407, 'duration': 0.88}, {'end': 902.608, 'text': 'But I mean personally.', 'start': 901.428, 'duration': 1.18}, {'end': 906.451, 'text': 'I would like to keep it this way, so that you would spend some time every month.', 'start': 902.608, 'duration': 3.843}, {'end': 909.734, 'text': 'go to the Excel file, look into your statement and try to put it.', 'start': 906.451, 'duration': 3.283}, {'end': 911.275, 'text': 'you know, try to put it every month.', 'start': 910.174, 'duration': 1.101}, {'end': 918.277, 'text': "so you know there is some, there is some time spent here, but i think it's totally worth it so that this, this, you know, this experience is, i think,", 'start': 911.275, 'duration': 7.002}], 'summary': 'Manually track expenses monthly for financial insights.', 'duration': 28.478, 'max_score': 889.799, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4889799.jpg'}, {'end': 1003.807, 'src': 'embed', 'start': 975.238, 'weight': 3, 'content': [{'end': 979.44, 'text': "so let's say if i get a raise in my salary, You know, I think, oh, I'm earning this much.", 'start': 975.238, 'duration': 4.202}, {'end': 984.461, 'text': 'So then I tend to increase, like I buy some expensive electronic item and I have this habit.', 'start': 979.48, 'duration': 4.981}, {'end': 992.443, 'text': 'So I want, is there a way I can track it down? Like, okay, my income is increasing, but my expense is also increasing.', 'start': 984.901, 'duration': 7.542}, {'end': 996.785, 'text': 'And my goal is as my income increases, I want to increase my saving.', 'start': 992.483, 'duration': 4.302}, {'end': 998.325, 'text': "I don't want to increase my expense.", 'start': 997.065, 'duration': 1.26}, {'end': 1003.807, 'text': 'So is there a way we can build some chart which can give me those indications?', 'start': 999.306, 'duration': 4.501}], 'summary': 'Individual wants to track increased income, expenses, and savings through a chart.', 'duration': 28.569, 'max_score': 975.238, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4975238.jpg'}, {'end': 1293.356, 'src': 'embed', 'start': 1264.761, 'weight': 4, 'content': [{'end': 1267.102, 'text': 'So you would have such kind of discussion with your stakeholder.', 'start': 1264.761, 'duration': 2.341}, {'end': 1271.203, 'text': 'It is very important that you absolutely capture the purpose of the dashboard.', 'start': 1267.502, 'duration': 3.701}, {'end': 1277.182, 'text': 'So it is very easy to get misleaded, to create something fancy, to create something pretty.', 'start': 1271.857, 'duration': 5.325}, {'end': 1278.983, 'text': 'You can add a lot of stuff.', 'start': 1277.262, 'duration': 1.721}, {'end': 1280.825, 'text': 'You can really build something that looks great.', 'start': 1279.003, 'duration': 1.822}, {'end': 1287.55, 'text': 'But at the end of the day, you have to always check whether this is useful for the person or whether this meets the purpose of what it is meant to be.', 'start': 1281.345, 'duration': 6.205}, {'end': 1291.053, 'text': 'So always sit with the stakeholder and understand what exactly they need.', 'start': 1287.71, 'duration': 3.343}, {'end': 1293.356, 'text': 'What is the purpose? The purpose might be really simple.', 'start': 1291.093, 'duration': 2.263}], 'summary': 'Capture the purpose of the dashboard with stakeholder to ensure usefulness and meet the intended purpose.', 'duration': 28.595, 'max_score': 1264.761, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj41264761.jpg'}], 'start': 751.461, 'title': 'Expense allocation and financial discipline', 'summary': 'Emphasizes the importance of expense breakdown, savings percentage, and financial discipline in tracking and visualizing expenses through pie charts and creating purposeful dashboards for improved financial management.', 'chapters': [{'end': 943.652, 'start': 751.461, 'title': 'Expense allocation and savings breakdown', 'summary': 'Discusses the importance of expense breakdown and savings percentage, emphasizing the need for tracking and visualizing expenses through pie charts and allocating savings based on percentages, independent of the absolute value of income.', 'duration': 192.191, 'highlights': ['Visualizing expense breakdown through pie charts showing allocation percentages, such as 80% for rent and 10% for electronics purchases, to track and manage spending.', 'Emphasizing the significance of tracking savings percentage relative to income, regardless of the absolute value, to maintain financial awareness and planning.', 'Suggesting the manual tracking of expenses and savings in an Excel sheet, advocating the allocation of time for monthly financial assessment to understand spending patterns and income utilization.']}, {'end': 1399.025, 'start': 945.052, 'title': 'Financial discipline dashboard', 'summary': "Discusses the individual's goal of improving financial discipline by tracking expenses and savings as income increases, and emphasizes the importance of creating a purposeful and simple dashboard.", 'duration': 453.973, 'highlights': ['The individual aims to improve financial discipline by tracking the relationship between income increase, expense increase, and savings increase, and proposes building a chart to visualize these indicators.', 'The chapter emphasizes the importance of capturing the purpose of the dashboard and focusing on simplicity and usefulness, rather than creating complex and visually appealing visuals.', "The individual highlights the significance of asking questions and understanding the purpose behind creating a dashboard, to work more efficiently and align the dashboard with the stakeholder's needs."]}], 'duration': 647.564, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj4751461.jpg', 'highlights': ['Visualizing expense breakdown through pie charts to track and manage spending.', 'Emphasizing the significance of tracking savings percentage relative to income for financial awareness.', 'Suggesting manual tracking of expenses and savings in an Excel sheet for monthly financial assessment.', 'Improving financial discipline by tracking the relationship between income, expenses, and savings increase.', 'Emphasizing the importance of capturing the purpose of the dashboard and focusing on simplicity and usefulness.', 'Highlighting the significance of understanding the purpose behind creating a dashboard for efficiency.']}, {'end': 2065.802, 'segs': [{'end': 1491.885, 'src': 'heatmap', 'start': 1399.085, 'weight': 3, 'content': [{'end': 1405.246, 'text': "I'll also give you some anecdotes from my experience, like what this can be used for and how you can use it differently.", 'start': 1399.085, 'duration': 6.161}, {'end': 1407.246, 'text': "Great So let's start building.", 'start': 1405.806, 'duration': 1.44}, {'end': 1414.676, 'text': 'OK, the first step I would do is I want to create a separate folder for all my formulas.', 'start': 1408.487, 'duration': 6.189}, {'end': 1417.518, 'text': "So I'm going to create a table, and I'm going to call it.", 'start': 1415.036, 'duration': 2.482}, {'end': 1420.64, 'text': 'So do you see my Power BI screen? Yes.', 'start': 1418.199, 'duration': 2.441}, {'end': 1421.441, 'text': 'All right.', 'start': 1421.161, 'duration': 0.28}, {'end': 1430.447, 'text': "Okay, I'm going to call it measures, or let's call it key measures.", 'start': 1424.543, 'duration': 5.904}, {'end': 1435.15, 'text': 'Going to load this.', 'start': 1434.59, 'duration': 0.56}, {'end': 1441.119, 'text': 'So this is a workaround to create a folder for formulas.', 'start': 1437.216, 'duration': 3.903}, {'end': 1444.061, 'text': "Fabio doesn't have a thing for that yet.", 'start': 1441.68, 'duration': 2.381}, {'end': 1448.825, 'text': "So the first measure I'm going to create is my, what I'm going to create.", 'start': 1444.662, 'duration': 4.163}, {'end': 1453.109, 'text': "So I'm going to create, you know, like a values measure.", 'start': 1449.286, 'duration': 3.823}, {'end': 1455.391, 'text': "I will tell you why I'm doing this later.", 'start': 1454.009, 'duration': 1.382}, {'end': 1460.575, 'text': "It's a simple measure, like some of all the values in my data sheet.", 'start': 1455.931, 'duration': 4.644}, {'end': 1466.534, 'text': "Right And this value, I'm going to make it to currency.", 'start': 1462.932, 'duration': 3.602}, {'end': 1468.014, 'text': 'And yeah.', 'start': 1467.214, 'duration': 0.8}, {'end': 1473.217, 'text': "I'm going to make it to Indian rupees.", 'start': 1471.116, 'duration': 2.101}, {'end': 1475.097, 'text': 'So this is the hardest part of finding this.', 'start': 1473.237, 'duration': 1.86}, {'end': 1478.319, 'text': 'I always stumble to find this on the sheet.', 'start': 1475.317, 'duration': 3.002}, {'end': 1490.504, 'text': 'Okay Okay.', 'start': 1488.863, 'duration': 1.641}, {'end': 1491.885, 'text': 'I found something with rupees.', 'start': 1490.604, 'duration': 1.281}], 'summary': 'Creating a folder for formulas in power bi and making a currency measure in indian rupees.', 'duration': 56.306, 'max_score': 1399.085, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj41399085.jpg'}, {'end': 1629.009, 'src': 'heatmap', 'start': 1536.076, 'weight': 0, 'content': [{'end': 1538.517, 'text': 'So I will use this formula called calculate.', 'start': 1536.076, 'duration': 2.441}, {'end': 1542.851, 'text': "So if you're learning Power BI, if you're learning that, Try to understand what calculus is.", 'start': 1538.917, 'duration': 3.934}, {'end': 1546.594, 'text': 'It is very simple, but yet more versatile formula for Power BI.', 'start': 1542.991, 'duration': 3.603}, {'end': 1549.296, 'text': 'To be honest, I do 80% of my work with this formula.', 'start': 1546.954, 'duration': 2.342}, {'end': 1554.7, 'text': 'This is a very simple formula, and you can learn this to do a lot of things.', 'start': 1549.576, 'duration': 5.124}, {'end': 1557.402, 'text': "So I'm going to say my type is going to be income.", 'start': 1555.26, 'duration': 2.142}, {'end': 1565.768, 'text': "And my values, I don't want it in decimals.", 'start': 1563.366, 'duration': 2.402}, {'end': 1566.789, 'text': "I'll just keep it like this.", 'start': 1565.868, 'duration': 0.921}, {'end': 1578.472, 'text': "So just to see what it looks like, I'm going to, I'm going to drag it up here and just like, okay, it says my income is 0.5 million.", 'start': 1568.988, 'duration': 9.484}, {'end': 1581.133, 'text': "Oh, I'm going to need to change the currency guys.", 'start': 1579.392, 'duration': 1.741}, {'end': 1582.133, 'text': 'So I will, I will change it.', 'start': 1581.153, 'duration': 0.98}, {'end': 1586.915, 'text': "You know, I will change all the currencies together, not instead of changing one by one, you know, it's going to take me a lot of time.", 'start': 1582.193, 'duration': 4.722}, {'end': 1588.836, 'text': 'I will change it.', 'start': 1587.115, 'duration': 1.721}, {'end': 1593.498, 'text': 'So I know my income and now I need to understand my expense.', 'start': 1589.476, 'duration': 4.022}, {'end': 1604.081, 'text': 'So the best way to do that is like instead of writing in the formula, I will just copy this thing.', 'start': 1599.38, 'duration': 4.701}, {'end': 1607.162, 'text': "I'm gonna create a new measure.", 'start': 1605.542, 'duration': 1.62}, {'end': 1611.144, 'text': "I'm gonna change this to total expense.", 'start': 1608.463, 'duration': 2.681}, {'end': 1619.006, 'text': "I'm gonna call this expense.", 'start': 1613.784, 'duration': 5.222}, {'end': 1625.648, 'text': 'And I will do the same thing now.', 'start': 1623.427, 'duration': 2.221}, {'end': 1626.868, 'text': "I'm gonna create a new measure.", 'start': 1625.708, 'duration': 1.16}, {'end': 1629.009, 'text': "I'm gonna call it total saving.", 'start': 1627.508, 'duration': 1.501}], 'summary': 'Using the calculate formula for power bi, 80% work done, income 0.5 million, changing currency, creating measures for expense and saving.', 'duration': 39.533, 'max_score': 1536.076, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj41536076.jpg'}, {'end': 1742.64, 'src': 'embed', 'start': 1672.876, 'weight': 1, 'content': [{'end': 1674.917, 'text': "You're going to divide your total expense by total income.", 'start': 1672.876, 'duration': 2.041}, {'end': 1684.885, 'text': "That's going to be your expense percentage, isn't it? Simple formulas.", 'start': 1675.177, 'duration': 9.708}, {'end': 1688.648, 'text': "And I'm going to make a percentage.", 'start': 1686.886, 'duration': 1.762}, {'end': 1695.3, 'text': "And I'm saving percentage.", 'start': 1693.698, 'duration': 1.602}, {'end': 1707.31, 'text': "It's going to be my total savings, my total income.", 'start': 1701.785, 'duration': 5.525}, {'end': 1719.661, 'text': "All right, so before, you know, one more thing to understand when you're creating in a dashboard.", 'start': 1710.333, 'duration': 9.328}, {'end': 1728.157, 'text': 'So if you have to change the text and font of something, you always change for one particular visual and then copy paste the visual for the reasons.', 'start': 1720.435, 'duration': 7.722}, {'end': 1734.658, 'text': 'So in this case, I know that I need to create eight boxes like this just because you gave me the idea of the model.', 'start': 1728.857, 'duration': 5.801}, {'end': 1742.64, 'text': 'So I have four KPIs which react to the selection and I have four KPIs, the same KPIs, which does not react to the selection.', 'start': 1735.238, 'duration': 7.402}], 'summary': 'Divide total expense by total income to calculate expense percentage and saving percentage. create eight boxes for four reacting kpis and four non-reacting kpis for a dashboard.', 'duration': 69.764, 'max_score': 1672.876, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj41672876.jpg'}], 'start': 1399.085, 'title': 'Building and creating measures in power bi', 'summary': 'Covers building key measures in power bi, including the need to create a separate folder for formulas and the initial step of creating a values measure. it also discusses creating financial measures, such as total income, expense, and savings, along with calculating expense and saving percentages, designing a dashboard, and discussing savings goals and financial principles.', 'chapters': [{'end': 1455.391, 'start': 1399.085, 'title': 'Building key measures in power bi', 'summary': 'Covers the creation of key measures in power bi, including the need to create a separate folder for formulas, the workaround for creating a folder for formulas, and the initial step of creating a values measure.', 'duration': 56.306, 'highlights': ['A workaround to create a folder for formulas is demonstrated, as Power BI does not have a feature for it yet.', 'The initial step of creating a values measure is explained as a key measure in Power BI.', "Anecdotes from the speaker's experience are shared, providing practical applications and different ways to use the key measures."]}, {'end': 2065.802, 'start': 1455.931, 'title': 'Creating financial measures in power bi', 'summary': 'Discusses creating financial measures in power bi, including creating measures for total income, total expense, and total saving, as well as calculating expense and saving percentages. additionally, it covers designing a dashboard and discussing savings goals and financial principles.', 'duration': 609.871, 'highlights': ['Creating measures for total income, total expense, and total saving The speaker explains the process of creating measures for total income, total expense, and total saving in Power BI, providing insights into financial data organization and calculation.', 'Calculating expense and saving percentages The chapter discusses the calculation of expense and saving percentages, emphasizing the importance of savings goals and financial principles, such as saving at least 30% of earnings and allocating 20% to investments and 10% to an emergency fund.', 'Designing a dashboard for financial visualization The speaker elaborates on designing a dashboard for financial visualization, including the use of text boxes and KPIs to convey financial insights effectively to stakeholders.']}], 'duration': 666.717, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj41399085.jpg', 'highlights': ['Creating measures for total income, total expense, and total saving The speaker explains the process of creating measures for total income, total expense, and total saving in Power BI, providing insights into financial data organization and calculation.', 'Designing a dashboard for financial visualization The speaker elaborates on designing a dashboard for financial visualization, including the use of text boxes and KPIs to convey financial insights effectively to stakeholders.', 'Calculating expense and saving percentages The chapter discusses the calculation of expense and saving percentages, emphasizing the importance of savings goals and financial principles, such as saving at least 30% of earnings and allocating 20% to investments and 10% to an emergency fund.', 'The initial step of creating a values measure is explained as a key measure in Power BI.', 'A workaround to create a folder for formulas is demonstrated, as Power BI does not have a feature for it yet.', "Anecdotes from the speaker's experience are shared, providing practical applications and different ways to use the key measures."]}, {'end': 3065.911, 'segs': [{'end': 2446.284, 'src': 'heatmap', 'start': 2278.049, 'weight': 0, 'content': [{'end': 2282.732, 'text': "i can't agree, all right.", 'start': 2278.049, 'duration': 4.683}, {'end': 2288.28, 'text': 'so this is, you know, sometimes, uh, So this kind of.', 'start': 2282.732, 'duration': 5.548}, {'end': 2289.642, 'text': 'so what what happens to me?', 'start': 2288.28, 'duration': 1.362}, {'end': 2294.166, 'text': "sometimes, you know, it's not distributed horizontally, so i'm going to align and distributed horizontally,", 'start': 2289.642, 'duration': 4.524}, {'end': 2297.45, 'text': "so it's all distributed correctly and same thing here.", 'start': 2294.166, 'duration': 3.284}, {'end': 2304.277, 'text': 'Okay perfect kind of okay.', 'start': 2301.714, 'duration': 2.563}, {'end': 2314.336, 'text': 'All right.', 'start': 2314.116, 'duration': 0.22}, {'end': 2321.86, 'text': "So, uh, so what I said is like, I don't want this to be reactive to this thing and it needs to show all the things.", 'start': 2315.117, 'duration': 6.743}, {'end': 2323.921, 'text': 'So what I need to do is like, I go to edit interaction.', 'start': 2321.88, 'duration': 2.041}, {'end': 2325.321, 'text': "I'm saying, okay, fine.", 'start': 2324.561, 'duration': 0.76}, {'end': 2329.363, 'text': "When I, when I select this thing, I don't want this to react.", 'start': 2325.361, 'duration': 4.002}, {'end': 2330.764, 'text': "So I would say, don't react.", 'start': 2329.663, 'duration': 1.101}, {'end': 2331.804, 'text': "Don't react.", 'start': 2331.324, 'duration': 0.48}, {'end': 2332.725, 'text': "Don't react.", 'start': 2332.265, 'duration': 0.46}, {'end': 2333.405, 'text': "Don't react.", 'start': 2332.985, 'duration': 0.42}, {'end': 2335.386, 'text': 'Okay Same thing for here.', 'start': 2334.386, 'duration': 1}, {'end': 2337.787, 'text': "So don't react to me months.", 'start': 2336.547, 'duration': 1.24}, {'end': 2338.948, 'text': "Don't react to me months.", 'start': 2338.167, 'duration': 0.781}, {'end': 2339.728, 'text': "Don't react to me months.", 'start': 2339.008, 'duration': 0.72}, {'end': 2340.429, 'text': "Don't react to me months.", 'start': 2339.788, 'duration': 0.641}, {'end': 2343.41, 'text': 'So whatever you select here, this will still show the all time value.', 'start': 2340.769, 'duration': 2.641}, {'end': 2346.253, 'text': "That's exactly what we need, I believe.", 'start': 2344.612, 'duration': 1.641}, {'end': 2353.598, 'text': 'And if we make this slightly the top and you would still need a thing for title.', 'start': 2346.874, 'duration': 6.724}, {'end': 2355.2, 'text': 'So I would use the formula for title.', 'start': 2353.739, 'duration': 1.461}, {'end': 2365.827, 'text': 'So the title is going to be finance dashboard for now.', 'start': 2360.463, 'duration': 5.364}, {'end': 2373.639, 'text': "So I use a formula because sometimes I want to display the month I'm selecting in the title.", 'start': 2368.953, 'duration': 4.686}, {'end': 2376.302, 'text': "So in those cases, it's going to be very easy to add.", 'start': 2373.779, 'duration': 2.523}, {'end': 2378.625, 'text': 'So this is my title.', 'start': 2376.903, 'duration': 1.722}, {'end': 2380.428, 'text': "I'm going to use a card.", 'start': 2378.645, 'duration': 1.783}, {'end': 2383.051, 'text': "Let's see the category.", 'start': 2380.828, 'duration': 2.223}, {'end': 2405.924, 'text': 'is still too big maybe you can keep it 28.', 'start': 2399.102, 'duration': 6.822}, {'end': 2406.344, 'text': 'very good.', 'start': 2405.924, 'duration': 0.42}, {'end': 2408.144, 'text': 'this is already useful, like now.', 'start': 2406.344, 'duration': 1.8}, {'end': 2408.964, 'text': 'i know.', 'start': 2408.144, 'duration': 0.82}, {'end': 2417.647, 'text': 'in 2020, my income was 593k and my overall income, for whatever amount of data we have, is 1.5, 51 million.', 'start': 2408.964, 'duration': 8.683}, {'end': 2421.63, 'text': "yeah, that's interesting, right?", 'start': 2420.069, 'duration': 1.561}, {'end': 2422.791, 'text': 'i mean i, i like this.', 'start': 2421.63, 'duration': 1.161}, {'end': 2424.912, 'text': 'i, i like your, you know.', 'start': 2422.791, 'duration': 2.121}, {'end': 2427.914, 'text': "uh, i don't want to say i like your money, but i think you are.", 'start': 2424.912, 'duration': 3.002}, {'end': 2429.975, 'text': 'you are feeling quite good.', 'start': 2427.914, 'duration': 2.061}, {'end': 2433.017, 'text': 'yeah, can you check in 2019?', 'start': 2429.975, 'duration': 3.042}, {'end': 2435.358, 'text': "i'm just curious what was my expense in 2019?", 'start': 2433.017, 'duration': 2.341}, {'end': 2439.301, 'text': 'yes, oh so, 2019, my expense was 77 percent.', 'start': 2435.358, 'duration': 3.943}, {'end': 2439.681, 'text': "i'm big.", 'start': 2439.301, 'duration': 0.38}, {'end': 2445.323, 'text': 'in 2020, i spent 2020.', 'start': 2439.681, 'duration': 5.642}, {'end': 2446.284, 'text': 'Can you click on that?', 'start': 2445.323, 'duration': 0.961}], 'summary': 'Configuring a finance dashboard to display income and expenses, with 2020 income at 593k and overall income at 1.51 million.', 'duration': 72.505, 'max_score': 2278.049, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj42278049.jpg'}, {'end': 2550.542, 'src': 'heatmap', 'start': 2470.556, 'weight': 4, 'content': [{'end': 2471.517, 'text': 'I will explain you why.', 'start': 2470.556, 'duration': 0.961}, {'end': 2476.218, 'text': "when I'm when I'm doing that, I will create a quick bar chart.", 'start': 2471.517, 'duration': 4.701}, {'end': 2477.478, 'text': "okay, and i'll tell you why.", 'start': 2476.218, 'duration': 1.26}, {'end': 2480.92, 'text': 'using a bar chart is better, sure.', 'start': 2477.478, 'duration': 3.442}, {'end': 2489.824, 'text': "so i'm going to put my components on the axis and i'm going to put my total expense percentage on the values.", 'start': 2480.92, 'duration': 8.904}, {'end': 2503.841, 'text': 'so what it gives me, I would rather put my total expense.', 'start': 2489.824, 'duration': 14.017}, {'end': 2504.962, 'text': 'All right.', 'start': 2504.662, 'duration': 0.3}, {'end': 2506.402, 'text': 'So you already know.', 'start': 2505.522, 'duration': 0.88}, {'end': 2508.543, 'text': "And I'm going to make this as a percentage of grand total.", 'start': 2506.482, 'duration': 2.061}, {'end': 2513.824, 'text': 'Yeah And add the data label so you see the percentages.', 'start': 2509.063, 'duration': 4.761}, {'end': 2521.846, 'text': "And I don't want the y-axis to be on it because I know it's a percentage and I don't want the title either.", 'start': 2514.564, 'duration': 7.282}, {'end': 2526.288, 'text': "And I don't want the title on the y-axis either.", 'start': 2522.607, 'duration': 3.681}, {'end': 2531.109, 'text': 'Very good.', 'start': 2530.689, 'duration': 0.42}, {'end': 2533.151, 'text': "and i don't.", 'start': 2532.25, 'duration': 0.901}, {'end': 2534.492, 'text': "i don't like the title, so i can.", 'start': 2533.151, 'duration': 1.341}, {'end': 2540.435, 'text': 'i can write my own title right.', 'start': 2534.492, 'duration': 5.943}, {'end': 2550.542, 'text': 'so you see, in 2020, your major expenses is house rent and the second major expense is your emis, which is not really healthy in my opinion.', 'start': 2540.435, 'duration': 10.107}], 'summary': 'Creating a bar chart to display total expense percentages, highlighting house rent and emis as major expenses in 2020.', 'duration': 35.846, 'max_score': 2470.556, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj42470556.jpg'}, {'end': 2759.229, 'src': 'heatmap', 'start': 2698.24, 'weight': 0.819, 'content': [{'end': 2717.395, 'text': 'So if I put a date in the axis, what happens then is, you would exactly see what I was explaining.', 'start': 2698.24, 'duration': 19.155}, {'end': 2725.901, 'text': 'So, and here in the component, I can create one trend for each.', 'start': 2721.137, 'duration': 4.764}, {'end': 2729.323, 'text': 'So, for example, I can select in the trend i want to show only the emis.', 'start': 2725.981, 'duration': 3.342}, {'end': 2731.103, 'text': 'so you would see the emi trend for 2020.', 'start': 2729.323, 'duration': 1.78}, {'end': 2735.545, 'text': 'if you just take, take out all the years, you would see how your emi is changing over here.', 'start': 2731.103, 'duration': 4.442}, {'end': 2739.486, 'text': 'this is, i think, really an eye-opener.', 'start': 2735.545, 'duration': 3.941}, {'end': 2749.049, 'text': "if, if, if i'm looking at this and instead of percentage i would, i would not put a percentage, i would just uh, i'll just just put the total value.", 'start': 2739.486, 'duration': 9.563}, {'end': 2749.929, 'text': 'so you see.', 'start': 2749.049, 'duration': 0.88}, {'end': 2751.91, 'text': 'so here emi is what emi is like.', 'start': 2749.929, 'duration': 1.981}, {'end': 2754.711, 'text': 'monthly recurring payments that i have.', 'start': 2751.91, 'duration': 2.801}, {'end': 2759.229, 'text': 'yes, OK, so it could be my car loan, my whatever loan, whatever.', 'start': 2754.711, 'duration': 4.518}], 'summary': 'Visualize emi trends by year, a revealing eye-opener for financial analysis.', 'duration': 60.989, 'max_score': 2698.24, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj42698240.jpg'}, {'end': 2749.049, 'src': 'embed', 'start': 2721.137, 'weight': 2, 'content': [{'end': 2725.901, 'text': 'So, and here in the component, I can create one trend for each.', 'start': 2721.137, 'duration': 4.764}, {'end': 2729.323, 'text': 'So, for example, I can select in the trend i want to show only the emis.', 'start': 2725.981, 'duration': 3.342}, {'end': 2731.103, 'text': 'so you would see the emi trend for 2020.', 'start': 2729.323, 'duration': 1.78}, {'end': 2735.545, 'text': 'if you just take, take out all the years, you would see how your emi is changing over here.', 'start': 2731.103, 'duration': 4.442}, {'end': 2739.486, 'text': 'this is, i think, really an eye-opener.', 'start': 2735.545, 'duration': 3.941}, {'end': 2749.049, 'text': "if, if, if i'm looking at this and instead of percentage i would, i would not put a percentage, i would just uh, i'll just just put the total value.", 'start': 2739.486, 'duration': 9.563}], 'summary': 'The component allows creating trends for each year, providing insights into emi changes, serving as an eye-opener.', 'duration': 27.912, 'max_score': 2721.137, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj42721137.jpg'}, {'end': 2882.933, 'src': 'heatmap', 'start': 2816.477, 'weight': 3, 'content': [{'end': 2818.925, 'text': 'and I want this page to be my Tilted.', 'start': 2816.477, 'duration': 2.448}, {'end': 2823.199, 'text': "So I'm going to change this to Tilted.", 'start': 2821.112, 'duration': 2.087}, {'end': 2829.078, 'text': 'and uh, i want this page to be filtered by the components.', 'start': 2825.996, 'duration': 3.082}, {'end': 2833.821, 'text': 'so what i mean is like, if i, if i put my mouse over emi, i want to show on the emi.', 'start': 2829.078, 'duration': 4.743}, {'end': 2838.463, 'text': 'if i put my mouse over, uh, you know, some other expense component, i want to show only the expense component.', 'start': 2833.821, 'duration': 4.642}, {'end': 2843.546, 'text': 'so what i would do is like, i would see, i would say, okay, filter this page by the component.', 'start': 2838.463, 'duration': 5.083}, {'end': 2846.068, 'text': 'so so you would see what happens now.', 'start': 2843.546, 'duration': 2.522}, {'end': 2854.693, 'text': 'and uh, sorry, and then i need to change this to the enabling stuff.', 'start': 2846.068, 'duration': 8.625}, {'end': 2860.178, 'text': "it's enabled, okay, and it's going to be tilted one all right.", 'start': 2855.675, 'duration': 4.503}, {'end': 2861.079, 'text': 'so now you see what happens.', 'start': 2860.178, 'duration': 0.901}, {'end': 2864.861, 'text': 'so if I put my mouse over here, I would see my EMI trend.', 'start': 2861.079, 'duration': 3.782}, {'end': 2867.343, 'text': 'and if you want to see the health trend, you can also see that.', 'start': 2864.861, 'duration': 2.482}, {'end': 2870.765, 'text': 'you know, if you want to see the leisure trend over the years, you can also see that.', 'start': 2867.343, 'duration': 3.422}, {'end': 2876.649, 'text': 'so this gives you an opportunity to identify the patterns of your spending, patterns, to be exact.', 'start': 2870.765, 'duration': 5.884}, {'end': 2882.933, 'text': 'very good, I like this because otherwise, in that view, I was just seeing a data for specific year or month.', 'start': 2876.649, 'duration': 6.284}], 'summary': 'Customized page with component filters for spending trends.', 'duration': 66.456, 'max_score': 2816.477, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj42816477.jpg'}, {'end': 2991.385, 'src': 'embed', 'start': 2958.249, 'weight': 5, 'content': [{'end': 2969.253, 'text': 'So I like it more in the form of questions rather than, you know, having some boring names like stuff like that.', 'start': 2958.249, 'duration': 11.004}, {'end': 2978.292, 'text': "All right, so you said you want to see your spend on your savings as well, isn't it? Yes.", 'start': 2974.468, 'duration': 3.824}, {'end': 2981.535, 'text': "All right, so it's going to be very easy.", 'start': 2979.553, 'duration': 1.982}, {'end': 2987.761, 'text': "I'm just going to copy paste this.", 'start': 2982.476, 'duration': 5.285}, {'end': 2991.385, 'text': 'Say instead of expense total savings.', 'start': 2988.302, 'duration': 3.083}], 'summary': 'Preference for questions over boring names; easy to copy paste for expense and total savings.', 'duration': 33.136, 'max_score': 2958.249, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj42958249.jpg'}], 'start': 2065.902, 'title': 'Dashboard creation and data analysis', 'summary': 'Covers creating a dashboard for data analysis, filtering by components, visualizing spending patterns, and providing insights into purpose-driven visuals and spending vs. savings. it also emphasizes the use of bar charts over pie charts and tracking emi trends over time.', 'chapters': [{'end': 2340.429, 'start': 2065.902, 'title': 'Building timeline collection', 'summary': 'Focuses on building a timeline collection with year and month slicers, adjusting formats, and setting non-reactive interactions to view data for 2020, with an emphasis on horizontal layout and productivity.', 'duration': 274.527, 'highlights': ['Creating a timeline collection with year and month slicers The speaker explains the process of building a timeline collection with year and month slicers to view data for 2020.', 'Adjusting format for month slicer The speaker discusses the need to change the format for the month slicer to display the most recent month in front, emphasizing a descending order.', "Setting non-reactive interactions The speaker demonstrates setting non-reactive interactions by specifying 'don't react' for certain elements to avoid unwanted reactions in the view.", 'Emphasizing horizontal layout and productivity The speaker emphasizes the preference for a horizontal layout, productivity techniques such as copy-paste, and the importance of distributed alignment for visual clarity.']}, {'end': 2764.551, 'start': 2340.769, 'title': 'Finance dashboard recommendations', 'summary': 'Discusses the creation of a finance dashboard, highlighting 2020 income and expenses, the preference for bar charts over pie charts, and the suggestion to track emi trends over time.', 'duration': 423.782, 'highlights': ['The 2020 income was 593k, and the overall income is 1.51 million. Provides specific quantifiable data on the 2020 income and the overall income, emphasizing the significance of the financial data.', 'The expense in 2019 was 77 percent, and in 2020, it increased due to online shopping. Quantifies the increase in expenses in 2020 and attributes it to online shopping, providing a tangible reason for the change.', 'The recommendation to use bar charts instead of pie charts for better visualization and understanding of expenses. Provides a clear recommendation with reasoning, emphasizing the importance of visual representation in understanding expenses.', 'Suggestion to track EMI trends over time to understand changes in monthly recurring payments. Provides a practical suggestion to track EMI trends over time, focusing on understanding changes in monthly recurring payments.']}, {'end': 3065.911, 'start': 2765.172, 'title': 'Dashboard creation and data analysis', 'summary': 'Discusses creating a dashboard for data analysis, including filtering by components and visualizing spending patterns, providing insights into creating purpose-driven visuals and distinguishing between spending and savings.', 'duration': 300.739, 'highlights': ['Creating a dashboard for data analysis and visualizing spending patterns by filtering components The speaker discusses creating a dashboard with the ability to filter by components to visualize spending patterns, providing insights into financial analysis.', 'Providing insights into creating purpose-driven visuals and naming conventions The speaker emphasizes the importance of creating purpose-driven visuals and naming them immediately, suggesting using questions as names for better engagement and understanding.', 'Distinguishing between spending and savings through color differentiation The speaker highlights the use of color to differentiate between spending and savings, suggesting using slightly alarming colors for spending and purplish, dark colors for savings for better visual comprehension.']}], 'duration': 1000.009, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj42065902.jpg', 'highlights': ['The overall income is 1.51 million, with 2020 income at 593k.', 'The expense in 2019 was 77 percent, and in 2020, it increased due to online shopping.', 'Creating a dashboard for data analysis and visualizing spending patterns by filtering components.', 'Suggestion to track EMI trends over time to understand changes in monthly recurring payments.', 'The recommendation to use bar charts instead of pie charts for better visualization and understanding of expenses.', 'Distinguishing between spending and savings through color differentiation.']}, {'end': 3532.017, 'segs': [{'end': 3125.233, 'src': 'embed', 'start': 3066.291, 'weight': 2, 'content': [{'end': 3068.953, 'text': 'But you still need to do a lot of fine tuning.', 'start': 3066.291, 'duration': 2.662}, {'end': 3071.054, 'text': 'You need to make the background look appealing.', 'start': 3068.993, 'duration': 2.061}, {'end': 3073.516, 'text': 'A lot of other stuff which comes in the later part.', 'start': 3071.474, 'duration': 2.042}, {'end': 3078.719, 'text': "But if you're going to hand over this as a rough draft to the stakeholder, I think the will be really happy to see that.", 'start': 3073.556, 'duration': 5.163}, {'end': 3085.824, 'text': 'All right, so this is my saving habits, saving pattern.', 'start': 3083.322, 'duration': 2.502}, {'end': 3092.729, 'text': 'And I think we need to do a similar thing for the saving also, right? So I will create a two to two.', 'start': 3086.324, 'duration': 6.405}, {'end': 3099.954, 'text': 'And instead of standing here, extend, I will put total saving.', 'start': 3096.051, 'duration': 3.903}, {'end': 3103.356, 'text': 'So you see your saving pattern.', 'start': 3101.155, 'duration': 2.201}, {'end': 3111.348, 'text': "And in this visual, So this you can hide from the stakeholders so that the stakeholders don't have to see all these pages.", 'start': 3104.357, 'duration': 6.991}, {'end': 3112.15, 'text': 'I see.', 'start': 3111.829, 'duration': 0.321}, {'end': 3125.233, 'text': 'Okay And my 2 to 2 is going to be 2 to 2.', 'start': 3112.29, 'duration': 12.943}], 'summary': 'The transcript discusses the need for fine tuning and creating visual aids for stakeholder presentation.', 'duration': 58.942, 'max_score': 3066.291, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj43066291.jpg'}, {'end': 3197.497, 'src': 'embed', 'start': 3150.345, 'weight': 1, 'content': [{'end': 3152.366, 'text': "You know that's something alarming.", 'start': 3150.345, 'duration': 2.021}, {'end': 3154.405, 'text': 'you should be taking care of that.', 'start': 3153.084, 'duration': 1.321}, {'end': 3156.646, 'text': 'and also the emergency fund.', 'start': 3154.405, 'duration': 2.241}, {'end': 3158.127, 'text': 'you are not consistent with that.', 'start': 3156.646, 'duration': 1.481}, {'end': 3160.328, 'text': 'like you have kept your emergency fund of 2000.', 'start': 3158.127, 'duration': 2.201}, {'end': 3164.75, 'text': "so, even though your salary has increased, you haven't changed your emergency fund.", 'start': 3160.328, 'duration': 4.422}, {'end': 3170.433, 'text': 'you have kept it constant and even with the thing, you have stopped doing the emergency funds.', 'start': 3164.75, 'duration': 5.683}, {'end': 3174.675, 'text': 'so, yeah, I need to learn some financial discipline.', 'start': 3170.433, 'duration': 4.242}, {'end': 3178.036, 'text': "it's good that you're showing me after this session.", 'start': 3174.675, 'duration': 3.361}, {'end': 3180.905, 'text': 'I need to start working on it, Yeah.', 'start': 3178.036, 'duration': 2.869}, {'end': 3183.447, 'text': 'And look at your liquid cash.', 'start': 3181.446, 'duration': 2.001}, {'end': 3187.31, 'text': 'I mean, you are not consistent in keeping liquid cash.', 'start': 3183.547, 'duration': 3.763}, {'end': 3191.212, 'text': 'Sometimes you have even gone to.', 'start': 3188.43, 'duration': 2.782}, {'end': 3193.194, 'text': "That's okay.", 'start': 3191.212, 'duration': 1.982}, {'end': 3194.855, 'text': '25K At some point I had 25K.', 'start': 3193.234, 'duration': 1.621}, {'end': 3197.497, 'text': 'Now my liquid cash is 0.5K.', 'start': 3194.895, 'duration': 2.602}], 'summary': 'Lack of financial discipline: emergency fund stagnant at $2000, liquid cash fluctuates from 25k to 0.5k.', 'duration': 47.152, 'max_score': 3150.345, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj43150345.jpg'}, {'end': 3247.229, 'src': 'embed', 'start': 3223.847, 'weight': 0, 'content': [{'end': 3234.037, 'text': 'So now I want to have some kind of a trend chart which shows me, as my income is increasing, whether my savings are increasing or not.', 'start': 3223.847, 'duration': 10.19}, {'end': 3238.38, 'text': 'Cause, as I said, like I have a lot of bad habits as my increase if I get a bonus.', 'start': 3234.477, 'duration': 3.903}, {'end': 3241.483, 'text': 'I have a habit of spending money, but I want to actually increase my saving.', 'start': 3238.38, 'duration': 3.103}, {'end': 3243.444, 'text': 'So yeah, that top, right.', 'start': 3242.283, 'duration': 1.161}, {'end': 3245.446, 'text': 'That, that trend chart kind of thing.', 'start': 3243.564, 'duration': 1.882}, {'end': 3247.229, 'text': 'Got it.', 'start': 3246.949, 'duration': 0.28}], 'summary': 'Want trend chart to track income increase vs. savings for better financial habits.', 'duration': 23.382, 'max_score': 3223.847, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj43223847.jpg'}], 'start': 3066.291, 'title': 'Data visualization, stakeholder presentation, and financial trend analysis', 'summary': 'Covers the importance of fine-tuning data visualization for stakeholder satisfaction, emphasizing clear saving patterns. it also delves into financial trend analysis, highlighting the need for discipline and trend chart creation to track income and savings over time.', 'chapters': [{'end': 3125.233, 'start': 3066.291, 'title': 'Data visualization and stakeholder presentation', 'summary': "Discusses the need for fine-tuning in data visualization, aiming to create an appealing background and presenting a rough draft to stakeholders, potentially increasing their satisfaction. the chapter also emphasizes the creation of a clear saving pattern for stakeholders' convenience.", 'duration': 58.942, 'highlights': ['The importance of fine-tuning in data visualization to create an appealing background and potentially increase stakeholder satisfaction', 'Emphasizing the need to present a rough draft to stakeholders', "The creation of a clear saving pattern for stakeholders' convenience"]}, {'end': 3532.017, 'start': 3125.233, 'title': 'Financial trend analysis and discipline', 'summary': 'Discusses the analysis of saving trends, including issues with fixed deposits, emergency funds, and liquid cash, highlighting the need for financial discipline and the creation of trend charts to track income and savings over time.', 'duration': 406.784, 'highlights': ['Creation of trend charts to track income and savings over time The chapter discusses the need to create trend charts to track income and savings over time, aiming to analyze the impact of increasing income on savings and address spending habits.', 'Issues with fixed deposits and emergency funds The transcript highlights issues with stopping fixed deposits and inconsistent management of emergency funds, emphasizing the importance of addressing these financial aspects for stability and preparedness.', 'Importance of financial discipline and consistent management of liquid cash The chapter emphasizes the need for financial discipline, including consistent management of liquid cash, to avoid borrowing in case of emergency expenses and to maintain financial stability.']}], 'duration': 465.726, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj43066291.jpg', 'highlights': ['Creation of trend charts to track income and savings over time', 'Importance of financial discipline and consistent management of liquid cash', 'Emphasizing the need to present a rough draft to stakeholders', "The creation of a clear saving pattern for stakeholders' convenience", 'The importance of fine-tuning in data visualization to create an appealing background and potentially increase stakeholder satisfaction', 'Issues with fixed deposits and emergency funds', 'The chapter discusses the need to create trend charts to track income and savings over time, aiming to analyze the impact of increasing income on savings and address spending habits', 'The transcript highlights issues with stopping fixed deposits and inconsistent management of emergency funds, emphasizing the importance of addressing these financial aspects for stability and preparedness', 'The chapter emphasizes the need for financial discipline, including consistent management of liquid cash, to avoid borrowing in case of emergency expenses and to maintain financial stability']}, {'end': 4103.037, 'segs': [{'end': 3636.681, 'src': 'embed', 'start': 3557.375, 'weight': 0, 'content': [{'end': 3559.556, 'text': 'Let me go to the focus mode so I really can analyze this.', 'start': 3557.375, 'duration': 2.181}, {'end': 3568.342, 'text': 'And you see that what happened is like, so this month your income increased, your expense also increased.', 'start': 3560.597, 'duration': 7.745}, {'end': 3570.2, 'text': "But you're saving decreased.", 'start': 3569.119, 'duration': 1.081}, {'end': 3573.941, 'text': 'This is not not the right pattern.', 'start': 3572.101, 'duration': 1.84}, {'end': 3584.487, 'text': "If you ask me, like if I'm spending according to my income, if you're not according to the data and what I could find,", 'start': 3573.982, 'duration': 10.505}, {'end': 3586.988, 'text': 'I find one more thing really funny, interesting.', 'start': 3584.487, 'duration': 2.501}, {'end': 3595.973, 'text': 'So here you can see in in the month of uh, in the month of in january 2020, you got a hike of 20 percent, or your income increased 20 percent,', 'start': 3588.108, 'duration': 7.865}, {'end': 3603.577, 'text': "let's put it that way, and he probably knew that your income is going to increase and you started spending you know,", 'start': 3595.973, 'duration': 7.604}, {'end': 3605.998, 'text': 'like crazy in in the month of december itself.', 'start': 3603.577, 'duration': 2.421}, {'end': 3614.983, 'text': 'so your, your, your expense, grew from 79 percent per month to 99 percent in december and, uh,', 'start': 3605.998, 'duration': 8.985}, {'end': 3618.585, 'text': 'you could see the data that had a severe impact on your savings.', 'start': 3614.983, 'duration': 3.602}, {'end': 3619.145, 'text': "so you're saving.", 'start': 3618.585, 'duration': 0.56}, {'end': 3626.133, 'text': "Well, you had 21% savings, that's something, and it went to 1%.", 'start': 3619.989, 'duration': 6.144}, {'end': 3636.681, 'text': "So probably you stopped doing all your mutual funds, I'm not sure, which we can see here.", 'start': 3626.133, 'duration': 10.548}], 'summary': 'Income increased by 20%, expenses grew, savings decreased from 21% to 1% due to disproportionate spending.', 'duration': 79.306, 'max_score': 3557.375, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj43557375.jpg'}, {'end': 3780.165, 'src': 'embed', 'start': 3743.845, 'weight': 1, 'content': [{'end': 3744.445, 'text': "you're really.", 'start': 3743.845, 'duration': 0.6}, {'end': 3751.449, 'text': 'uh, you know into into, you know the finance thing, discipline, i i get that, i know all the principles.', 'start': 3744.445, 'duration': 7.004}, {'end': 3756.792, 'text': "i just don't follow them all right.", 'start': 3751.449, 'duration': 5.343}, {'end': 3773.103, 'text': "so i'm going to create a dummy measure called a savings target is equal to, let's say, 0.25,, which is 25%.", 'start': 3756.792, 'duration': 16.311}, {'end': 3775.204, 'text': "I'm going to say it's a percentage.", 'start': 3773.103, 'duration': 2.101}, {'end': 3780.165, 'text': "And I'm simply going to put this value in here.", 'start': 3777.064, 'duration': 3.101}], 'summary': 'Creating a savings target of 25% to improve financial discipline.', 'duration': 36.32, 'max_score': 3743.845, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj43743845.jpg'}], 'start': 3532.137, 'title': 'Personal finance analysis', 'summary': "Delves into analyzing an individual's income, expenses, and savings, highlighting a 20% income increase in january 2020 leading to a drastic savings decrease from 21% to 1% and the impact on mutual funds. it also emphasizes the importance of financial discipline, setting a 25% target savings percentage for the year.", 'chapters': [{'end': 3665.11, 'start': 3532.137, 'title': 'Income and expense analysis', 'summary': "Illustrates how an individual's income, expenses, and savings fluctuated over time, with a focus on identifying patterns and trends, including a 20% increase in income in january 2020 leading to a drastic decrease in savings from 21% to 1% and a significant impact on mutual funds.", 'duration': 132.973, 'highlights': ['The individual experienced a 20% increase in income in January 2020, leading to a significant impact on savings, dropping from 21% to 1%.', 'There was a noticeable pattern where income and expenses increased simultaneously, resulting in a decrease in savings, indicating a need for better financial planning.', 'The analysis showcased the impact of high spending in December prior to the income increase, leading to a severe impact on savings, dropping from 21% to 1%.', 'The chapter emphasized the importance of visual representations, such as charts, in revealing spending habits and financial trends, facilitating self-awareness and informed decision-making.']}, {'end': 4103.037, 'start': 3666.19, 'title': 'Financial discipline and savings analysis', 'summary': 'Discusses the importance of financial discipline and sets a target savings percentage of 25% for the year, emphasizing the need to measure and manage expenses, income, and savings effectively to achieve the goal.', 'duration': 436.847, 'highlights': ['The chapter emphasizes setting a target savings percentage of 25% for the year to improve financial discipline and measure progress. Setting a specific target of 25% for savings percentage for the year.', 'The importance of measuring and managing expenses, income, and savings effectively is highlighted to achieve the savings goal. Emphasizing the need to measure and manage expenses, income, and savings effectively to achieve the goal.', 'The concept of income saving and expense is suggested to develop the right mindset for managing finances effectively. Suggesting the concept of income saving and expense to develop the right mindset for managing finances effectively.']}], 'duration': 570.9, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj43532137.jpg', 'highlights': ['The individual experienced a 20% increase in income in January 2020, leading to a significant impact on savings, dropping from 21% to 1%.', 'The chapter emphasizes setting a target savings percentage of 25% for the year to improve financial discipline and measure progress.', 'There was a noticeable pattern where income and expenses increased simultaneously, resulting in a decrease in savings, indicating a need for better financial planning.', 'The analysis showcased the impact of high spending in December prior to the income increase, leading to a severe impact on savings, dropping from 21% to 1%.']}, {'end': 4906.941, 'segs': [{'end': 4158.754, 'src': 'embed', 'start': 4103.078, 'weight': 0, 'content': [{'end': 4104.139, 'text': 'So yeah, I like that.', 'start': 4103.078, 'duration': 1.061}, {'end': 4106.459, 'text': "So let's put saving second.", 'start': 4104.919, 'duration': 1.54}, {'end': 4110.439, 'text': "And it's from third.", 'start': 4109.38, 'duration': 1.059}, {'end': 4118.721, 'text': 'So just be mindful, the name should be exactly same as what you have in the type so that you can make a connection with these two tables.', 'start': 4111.8, 'duration': 6.921}, {'end': 4120.142, 'text': "Okay I'm going to load this.", 'start': 4119.182, 'duration': 0.96}, {'end': 4128.987, 'text': 'And yeah, as you could see, since I have the right name, it kind of did an automatic connection.', 'start': 4125.443, 'duration': 3.544}, {'end': 4130.228, 'text': "I didn't have to do the connection.", 'start': 4129.207, 'duration': 1.021}, {'end': 4131.108, 'text': 'Very good.', 'start': 4130.768, 'duration': 0.34}, {'end': 4139.156, 'text': "And so what I would do, I would just simply replace the type in here with this type, with the type from the type table that I've created.", 'start': 4132.609, 'duration': 6.547}, {'end': 4150.805, 'text': "And I'm going to say in the type table, in my type table, I will go to the model and say, just sort it according to the order numbers.", 'start': 4141.818, 'duration': 8.987}, {'end': 4156.153, 'text': 'if i come back now, it will still have been already sorted.', 'start': 4153.051, 'duration': 3.102}, {'end': 4158.754, 'text': 'perfect, this looks awesome.', 'start': 4156.153, 'duration': 2.601}], 'summary': 'Automatic connection established, data sorted according to order numbers.', 'duration': 55.676, 'max_score': 4103.078, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj44103078.jpg'}, {'end': 4222.823, 'src': 'embed', 'start': 4189.363, 'weight': 4, 'content': [{'end': 4190.764, 'text': 'There is an option to do that.', 'start': 4189.363, 'duration': 1.401}, {'end': 4194.106, 'text': "So I'm going to select just dates on the entire hierarchy.", 'start': 4191.283, 'duration': 2.823}, {'end': 4198.809, 'text': "And let's say I've selected 2020, and I want to break it down to the month.", 'start': 4194.626, 'duration': 4.183}, {'end': 4201.431, 'text': "So let's say I want to break it down to the month.", 'start': 4199.61, 'duration': 1.821}, {'end': 4204.553, 'text': "I'm going to say column, drill on the column, and show me the month binnated.", 'start': 4201.451, 'duration': 3.102}, {'end': 4205.474, 'text': 'I would see the month.', 'start': 4204.893, 'duration': 0.581}, {'end': 4210.833, 'text': "wow, this is so powerful, that's yeah, that's really powerful, you know,", 'start': 4206.269, 'duration': 4.564}, {'end': 4216.958, 'text': 'this is this kind of gives you a glimpse or a kind of a thing that you want to you know.', 'start': 4210.833, 'duration': 6.125}, {'end': 4222.823, 'text': 'look at immediately on the top level.', 'start': 4216.958, 'duration': 5.865}], 'summary': 'Selecting dates on the entire hierarchy, breaking down to months and visualizing month binning is a powerful feature.', 'duration': 33.46, 'max_score': 4189.363, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj44189363.jpg'}, {'end': 4767.469, 'src': 'embed', 'start': 4736.11, 'weight': 2, 'content': [{'end': 4739.111, 'text': 'Amazing This is great.', 'start': 4736.11, 'duration': 3.001}, {'end': 4741.131, 'text': 'This way I know like where my networks are growing.', 'start': 4739.131, 'duration': 2}, {'end': 4749.174, 'text': "Like if I'm accumulating a lot of debt and all, even if my network is going down, I know actually where I'm standing in terms of financial health.", 'start': 4741.171, 'duration': 8.003}, {'end': 4752.44, 'text': 'yes, yeah, i think that that should be really interesting.', 'start': 4749.798, 'duration': 2.642}, {'end': 4762.486, 'text': 'cool. one more thing i always like to see, because i use this platform called mint.com, where they show this income versus expense monthly bar chart.', 'start': 4752.44, 'duration': 10.046}, {'end': 4767.469, 'text': 'so is that something we can do here as well, in form of a totally yeah, totally.', 'start': 4762.486, 'duration': 4.983}], 'summary': 'The speaker appreciates tracking network growth and financial health, and desires a monthly income versus expense bar chart feature.', 'duration': 31.359, 'max_score': 4736.11, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj44736110.jpg'}, {'end': 4880.614, 'src': 'embed', 'start': 4854.725, 'weight': 3, 'content': [{'end': 4862.376, 'text': 'Normally the graph is like this for people, you know, they started 20% savings, they increased the savings, 25, 27, 28, 29.', 'start': 4854.725, 'duration': 7.651}, {'end': 4870.285, 'text': "But this would definitely concern me and I would see why I'm not saving where I'm spending more.", 'start': 4862.378, 'duration': 7.907}, {'end': 4874.509, 'text': 'or should I increase my income and then put my savings back to 32%?', 'start': 4870.285, 'duration': 4.224}, {'end': 4880.614, 'text': 'So if you had saved 32% now, your net worth would have been, I think, much more.', 'start': 4874.509, 'duration': 6.105}], 'summary': 'People typically start at 20% savings and increase to 25-29%, but saving at 32% would significantly impact net worth.', 'duration': 25.889, 'max_score': 4854.725, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj44854725.jpg'}], 'start': 4103.078, 'title': 'Data table connection and power bi dashboard development', 'summary': 'Covers connecting two tables for automatic connection and sorting data, as well as developing a power bi dashboard demonstrating date selection, cumulative total graph creation, and income versus expenses comparison with a savings percentage, highlighting the importance of consistent savings to improve net worth.', 'chapters': [{'end': 4158.754, 'start': 4103.078, 'title': 'Data table connection and sorting', 'summary': 'Covers the process of connecting two tables by ensuring the names match, leading to an automatic connection, and sorting data in a type table based on order numbers, resulting in an already sorted output.', 'duration': 55.676, 'highlights': ['The process of connecting two tables by ensuring the names match leads to an automatic connection, eliminating the need for manual connection.', 'Sorting data in a type table based on order numbers results in an already sorted output, simplifying the process of organizing data.']}, {'end': 4906.941, 'start': 4158.754, 'title': 'Power bi dashboard development', 'summary': 'Demonstrates the development of a power bi dashboard, showcasing the process of selecting dates, drilling down to months, creating a cumulative total graph, and comparing income versus expenses with a savings percentage, emphasizing the need for consistent savings to improve net worth.', 'duration': 748.187, 'highlights': ['Creating a cumulative total graph The speaker demonstrates the creation of a cumulative total graph using a formula to calculate net worth, showcasing the process of adding and displaying total savings over time to monitor financial growth.', 'Comparing income versus expenses with a savings percentage The speaker discusses the importance of analyzing income versus expenses with a savings percentage graph, highlighting the need for consistent savings to improve net worth and the potential financial loss due to inconsistent savings.', 'Drilling down to months and selecting dates The speaker explains the process of drilling down to months and selecting specific dates for detailed analysis, showcasing the flexibility and power of the Power BI dashboard for in-depth data exploration.']}], 'duration': 803.863, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj44103078.jpg', 'highlights': ['Automatic connection between tables by ensuring matching names, eliminating manual connection.', 'Simplified process of organizing data by sorting in a type table based on order numbers.', 'Creation of a cumulative total graph to calculate net worth and monitor financial growth.', 'Importance of analyzing income versus expenses with a savings percentage to improve net worth.', 'Flexibility and power of Power BI dashboard for in-depth data exploration by drilling down to months and selecting specific dates.']}, {'end': 5296.614, 'segs': [{'end': 4956.323, 'src': 'embed', 'start': 4906.941, 'weight': 0, 'content': [{'end': 4911.524, 'text': "this is the reason people spend money in data analytics like it's like a clear roi.", 'start': 4906.941, 'duration': 4.583}, {'end': 4917.008, 'text': 'if I had consulted you if you were two years back and if I had given you your charge, your fees at that time,', 'start': 4911.524, 'duration': 5.484}, {'end': 4918.829, 'text': 'I would have ended up saving a lot of money.', 'start': 4917.008, 'duration': 1.821}, {'end': 4926.354, 'text': 'so you all can visualize like the descriptive analysis helps you make a decision, which in turns help you gain money back.', 'start': 4918.829, 'duration': 7.525}, {'end': 4929.416, 'text': "so it's a worth investment building this kind of dashboards.", 'start': 4926.354, 'duration': 3.062}, {'end': 4932.699, 'text': 'yeah, definitely, definitely.', 'start': 4930.136, 'duration': 2.563}, {'end': 4935.581, 'text': 'and uh, i mean this is, this is interesting.', 'start': 4932.699, 'duration': 2.882}, {'end': 4937.843, 'text': 'i mean what, what it has turned out to be now.', 'start': 4935.581, 'duration': 2.262}, {'end': 4949.814, 'text': "and, uh, what i'll probably change the title.", 'start': 4937.843, 'duration': 11.971}, {'end': 4951.536, 'text': 'i mean there are a lot of improvements.', 'start': 4949.814, 'duration': 1.722}, {'end': 4956.323, 'text': 'uh, guys, like viewers who are looking into this, you can, you can change this in multiple ways.', 'start': 4951.536, 'duration': 4.787}], 'summary': 'Data analytics leads to cost savings and decision-making for financial gain, making it a worthwhile investment.', 'duration': 49.382, 'max_score': 4906.941, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj44906941.jpg'}, {'end': 5028.061, 'src': 'embed', 'start': 4991.073, 'weight': 2, 'content': [{'end': 4992.714, 'text': 'So create your own data source.', 'start': 4991.073, 'duration': 1.641}, {'end': 4993.714, 'text': 'This is your own data.', 'start': 4992.734, 'duration': 0.98}, {'end': 4995.636, 'text': "And this is something that's going to be useful.", 'start': 4994.175, 'duration': 1.461}, {'end': 4997.177, 'text': "And this is something that's going to be consistent.", 'start': 4995.736, 'duration': 1.441}, {'end': 5001.525, 'text': "It's not like a project that you worked one-off thing and you stop doing it.", 'start': 4997.557, 'duration': 3.968}, {'end': 5003.106, 'text': "This is something you're going to do every month.", 'start': 5001.565, 'duration': 1.541}, {'end': 5004.927, 'text': "You're going to keep tab on it every month.", 'start': 5003.326, 'duration': 1.601}, {'end': 5005.887, 'text': "You're going to improve every month.", 'start': 5004.947, 'duration': 0.94}, {'end': 5012.871, 'text': "So it's going to be really interesting on what users are going to do and what they're going to submit.", 'start': 5006.588, 'duration': 6.283}, {'end': 5015.072, 'text': 'It would be very interesting to see.', 'start': 5012.891, 'duration': 2.181}, {'end': 5016.473, 'text': 'Perfect, yeah.', 'start': 5015.933, 'duration': 0.54}, {'end': 5018.352, 'text': 'So Imanan, thank you again.', 'start': 5017.011, 'duration': 1.341}, {'end': 5020.874, 'text': 'Thank you very much for spending your valuable time.', 'start': 5018.552, 'duration': 2.322}, {'end': 5023.377, 'text': 'So everyone, yeah, Imanan came up with this idea.', 'start': 5020.894, 'duration': 2.483}, {'end': 5028.061, 'text': 'He contacted me and we ended up building this awesome dashboard.', 'start': 5023.417, 'duration': 4.644}], 'summary': 'Imanan created a consistent, monthly data source for an ongoing project.', 'duration': 36.988, 'max_score': 4991.073, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj44991073.jpg'}, {'end': 5275.866, 'src': 'embed', 'start': 5218.617, 'weight': 3, 'content': [{'end': 5227.664, 'text': 'so you can tag me and Haman and also you put in a video comment below the link of that LinkedIn post so that we will evaluate.', 'start': 5218.617, 'duration': 9.047}, {'end': 5245.278, 'text': 'so this giveaway will be open till February 2021 and on 1st March we will start evaluating the projects and the first three project winners will get thousand rupees Amazon voucher with which you can buy whatever you like.', 'start': 5227.664, 'duration': 17.614}, {'end': 5248.781, 'text': 'so again, just to quickly cover rules,', 'start': 5245.278, 'duration': 3.503}, {'end': 5259.6, 'text': 'in the video comment below put your LinkedIn post link and in the LinkedIn you post the dashboard that you have built and you tag me and Haman,', 'start': 5248.781, 'duration': 10.819}, {'end': 5262.001, 'text': 'and that way we can look into your dashboard.', 'start': 5259.6, 'duration': 2.401}, {'end': 5271.745, 'text': 'That dashboard needs to have some creative, some effective ideas on how one can manage his or her personal finances,', 'start': 5262.421, 'duration': 9.324}, {'end': 5275.866, 'text': 'like the kind of thing that which we might not have covered in this video.', 'start': 5271.745, 'duration': 4.121}], 'summary': 'Giveaway open till feb 2021, winners get ₹1000 amazon voucher for creative personal finance dashboard.', 'duration': 57.249, 'max_score': 5218.617, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj45218617.jpg'}], 'start': 4906.941, 'title': 'Data analytics roi and dashboard investment', 'summary': 'Discusses the clear roi of data analytics, emphasizing the savings and gains from using descriptive analysis and the worth investment in building dashboards for improved visualization and user engagement while also encouraging users to submit innovative ideas for building a personal finance dashboard, offering a giveaway of a thousand rupees amazon voucher for the top three projects submitted by february 2021.', 'chapters': [{'end': 5005.887, 'start': 4906.941, 'title': 'Data analytics roi and dashboard investment', 'summary': 'Discusses the clear roi of data analytics, emphasizing the savings and gains from using descriptive analysis and the worth investment in building dashboards for improved visualization and user engagement.', 'duration': 98.946, 'highlights': ['Descriptive analysis helps in making decisions that result in financial gains, such as saving a lot of money by consulting two years back (quantifiable: cost savings).', 'Emphasizes the worth investment in building dashboards for improved visualization and user engagement (quantifiable: financial benefits).', 'Stresses the importance of keeping the session engaging to pique user interest and facilitate learning (quantifiable: user engagement).', "Encourages creating and consistently maintaining one's own data source for continuous improvement (quantifiable: consistent data management)."]}, {'end': 5296.614, 'start': 5006.588, 'title': 'Building personal finance dashboard', 'summary': 'Discusses the collaboration to build a personal finance dashboard, encouraging users to submit their innovative ideas and offering a giveaway of a thousand rupees amazon voucher for the top three projects submitted by february 2021.', 'duration': 290.026, 'highlights': ['The giveaway will be open till February 2021 and on 1st March, the first three project winners will get thousand rupees Amazon voucher. The giveaway deadline is February 2021, and the top three projects will receive a thousand rupees Amazon voucher on 1st March.', 'Users are encouraged to develop a link on LinkedIn, tag the presenters in their submissions, and add additional measures and metrics to the dashboard. Encouraging users to create a LinkedIn post with their dashboard, tag the presenters, and enhance the dashboard with additional measures and metrics.', 'Imanan and the speaker collaborated to build the dashboard in a real-life scenario, aiming for continuous improvement through alpha testing and user feedback. Imanan and the speaker collaborated to build the dashboard, focusing on continuous improvement through alpha testing and user feedback in a real-life scenario.']}], 'duration': 389.673, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/pqSoCa2NGj4/pics/pqSoCa2NGj44906941.jpg', 'highlights': ['Descriptive analysis leads to financial gains by saving money through consulting two years back.', 'Building dashboards is a worthwhile investment for improved visualization and user engagement.', "Encourages creating and maintaining one's own data source for continuous improvement.", 'The giveaway deadline is February 2021, and the top three projects will receive a thousand rupees Amazon voucher on 1st March.', 'Users are encouraged to develop a LinkedIn post with their dashboard, tag the presenters, and enhance the dashboard with additional measures and metrics.', 'Imanan and the speaker collaborated to build the dashboard, focusing on continuous improvement through alpha testing and user feedback in a real-life scenario.']}], 'highlights': ['The individual experienced a 20% increase in income in January 2020, leading to a significant impact on savings, dropping from 21% to 1%.', 'The chapter emphasizes setting a target savings percentage of 25% for the year to improve financial discipline and measure progress.', 'The project involves building a live interactive financial dashboard to address common questions related to net worth, spending patterns, savings targets, and financial betterment months.', 'The session is led by a data analyst and a client, simulating client questions and building the dashboard interactively.', 'Creating measures for total income, total expense, and total saving The speaker explains the process of creating measures for total income, total expense, and total saving in Power BI, providing insights into financial data organization and calculation.', 'The overall income is 1.51 million, with 2020 income at 593k.', 'The expense in 2019 was 77 percent, and in 2020, it increased due to online shopping.', 'Descriptive analysis leads to financial gains by saving money through consulting two years back.', 'Building dashboards is a worthwhile investment for improved visualization and user engagement.', 'The giveaway deadline is February 2021, and the top three projects will receive a thousand rupees Amazon voucher on 1st March.']}