Unveiling the Investment Preferences Dashboard: A Power BI Journey

Gustiyan Islahuzaman
3 min readNov 30, 2023

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Introduction

Hello Medium readers! I’m thrilled to share a significant project I worked on during my time as a Power BI Intern at Cognifyz Technologies. Over the past few weeks, I had the incredible opportunity to develop an Investment Preferences Dashboard, and I’m excited to walk you through the process and showcase the impact it can have on investment decision-making.

The Power BI Internship Experience

Working at Cognifyz Technologies provided me with a unique environment to apply my skills and gain hands-on experience in the field of data visualization and business intelligence. As a Power BI Intern, I was entrusted with real-world projects, and one of them turned out to be a game-changer.

The Genesis of the Investment Preferences Dashboard

Understanding investor behavior and preferences is crucial in the dynamic world of finance. That’s why the idea of creating an Investment Preferences Dashboard took shape. This tool aims to empower investors with actionable insights, enabling them to make more informed decisions.

Home Page Preview
Data Page Preview

Key Features

1. Home Page: User-Friendly Overview

The Home page serves as a gateway to the survey insights. It offers a user-friendly overview, providing a snapshot of key survey findings. This introduction sets the stage for investors to explore deeper into the intricacies of respondents’ investment preferences.

2. Data Page: In-Depth Insights

The Data page is the heart of the dashboard, dedicated to an in-depth analysis of survey responses. Using Power BI’s robust capabilities, I transformed survey data into visually engaging charts and graphs, making it easy to interpret and derive meaningful conclusions.

3. Customization Options:

Recognizing that each investor has unique preferences, both pages offer customization options. Users can tailor the information displayed to align with their specific investment goals, ensuring a personalized experience.

Impact on Decision-Making

The Investment Preferences Dashboard, with its unique focus on survey analysis, has the potential to redefine how investors make decisions. By incorporating real survey data, investors can gain a nuanced understanding of market sentiments, ultimately making more informed choices that align with the preferences of their target audience.

Personal Growth and Learning

As a Power BI Intern, this project allowed me to develop skills in survey analysis, data interpretation, and custom dashboard design. The hands-on experience of translating raw survey data into actionable insights has been invaluable for my professional growth.

Conclusion

In conclusion, the Investment Preferences Dashboard is not just a culmination of technical skills; it’s a bridge connecting survey insights with investment decisions. With the combination of the Home and Data pages, I’m grateful for the opportunity provided by Cognifyz Technologies and excited about the positive impact this survey-focused tool can have on the world of finance.

Thank you for joining me on this journey, and I hope you find inspiration in the intersection of survey analysis, technology, and finance as much as I have.

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Gustiyan Islahuzaman

Data Analyst focused on Power BI dashboard creation. Sharing tips and tricks for data analysis with Python, R, SQL, Excel, Looker Studio, Tableau, and Power BI.