Fin Dashboard (Prelim)(JUN26)(v4)

Updated as of 25-JUN-26

Fin Dashboard (Prelim)(JUN26)-v4 [Version 4]

Reference to v3 [Link to previous post]

We’ve made a few changes on this version from v3 and we believe that this is the final design layout and framework for our dashboard. We’ve decided to truncate the Property chart size by about 25% and moved the chart from bottom left-to-bottom right pane. We don’t mind that the labeling shifted to counter clock wise, so long as the column chart remains visible. This freed up the whole bottom left pane, so we managed to fit two tables in this section.

First two tables focuses on the Asset Category for 3Y comparison showing the allocations and net change variances. Our other two tables focuses on the same Asset Category for 3Y comparison, but excludes Property. This gives us a better depiction of our Investment Assets by Asset Category and Allocation % , as well as net change variances showing us the asset allocation shift.

Since these chart tables share the same source data, we kept all of the background colors’ the same, but included a DAX measure to calculate the asset allocation % dynamically to reflect the exclusion of Property.