https://github.com/lut-ful/credit-card-financial-report-dashboard

Visualizing and unlocking different KPI's of a Financials instution depending on credit card data using Power BI.
https://github.com/lut-ful/credit-card-financial-report-dashboard

data-analytics data-visualization dax-query postgresql powe-bi python statics

Last synced: about 2 months ago
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Visualizing and unlocking different KPI's of a Financials instution depending on credit card data using Power BI.

• Host: GitHub
• URL: https://github.com/lut-ful/credit-card-financial-report-dashboard
• Owner: lut-ful
• Created: 2024-06-02T17:24:20.000Z (7 months ago)
• Default Branch: main
• Last Pushed: 2024-06-23T18:20:47.000Z (6 months ago)
• Last Synced: 2024-06-23T20:56:22.757Z (6 months ago)
• Topics: data-analytics, data-visualization, dax-query, postgresql, powe-bi, python, statics
• Homepage:
• Size: 7.86 MB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

        
# Credit-Card-Financial-Report-Dashboard

# What did I do in this project?

Ans:


1. Developed interactive dashboards using transaction and customer data from an SQL database, to provide real-time insights.


2. Streamlined data processing & analysis to monitor key performance metrics and trends


3. Shared actionable insights with stakeholders based on dashboard findings to support the decision-making process.


	

# Project report

# Objective

To develop a comprehensive credit card weekly dashboard that provides real-time insights  into key performance metrics and trends enabling stakeholders to monitor and analyze credit card operations effectively

# Data collection

Data was collected from an online open-source platform. 

Then it was imported in the SQL server using PostgreSQL.

After that the SQL server was connected to the Power BI. From there it was imported to the Power BI dashboards.

    If the SQL server data updates then the dashboard updates after refreshing the data in Power BI.

# Dax queries

	current_week_revenue = CALCULATE(

        SUM('public cc_detail'[revenue]),

        FILTER(

            ALL('public cc_detail'),

            'public cc_detail'[week_num2]=MAX('public cc_detail'[week_num2])

        )

    )

	prev_week_revenue = CALCULATE(

        sum('public cc_detail'[revenue]),

        FILTER(

            ALL('public cc_detail'),

            'public cc_detail'[week_num2]=MAX('public cc_detail'[week_num2])-1

        )

    )

     wow_revenue = DIVIDE(([current_week_revenue]-[prev_week_revenue]),[prev_week_revenue])

# Dashboards

![image](https://github.com/lut-ful/Credit-Card-Financial-Report-Dashboard/assets/108027559/da23340a-aa76-48d2-857c-e3b036581ce8)

![image](https://github.com/lut-ful/Credit-Card-Financial-Report-Dashboard/assets/108027559/cb2c9d0d-41f8-4cb6-806d-dae290be41ae)

![Report_insights](https://github.com/lut-ful/Credit-Card-Financial-Report-Dashboard/assets/108027559/deb688d9-b4db-47f0-97ed-fd2938e2647b)

# Insights in week 53:

## Week on Week change


Revenue increase by 28.8%


Total Transaction Amount & Volume increased by 35% and 3.4%


Customer count increased by 12.8%


## Overview of year to year change


Overall revenue 56.5 Million


Total interest is 8 Million


Total Transaction amount is 45.5 Million


Male customers are contributing more in revenue.


Blue and Silver Credit Card holders are contributing 93% of overall transaction


TX, NY and CA is contributing to 68%


Overall Activation rate is 57.5%


Overall Delinquent rate is 6.06%


## 📫 Connect

- Email: [email protected]

- LinkedIn: [Md. Lutful Kabir](https://www.linkedin.com/in/mdlutfulkabir/)

- Portfolio: [Md. Lutful Kabir](https://www.datascienceportfol.io/mdlutfulkabir)