Credit-Card-Transaction-Dashboard

This is Credit Card Financial Transaction Report made using PowerBi.

What has Done in Project.

• we made a multi-screen Dashboard and automated using SQL.
• whenever new data is added to SQL we just need to refresh the Dashboard all charts and fields automatically updates with the new data.

STEPS:

1. Prepare a csv file.
2. In Postgre SQL
   • Create DataBase.
   • Create Tables and define its columns.
   • import data into the tables form csv file.
3. Connect PowerBi with SQL.

Note :

• It is suggested to clean the data into the excel or SQL first then import the data into the powerbi.
• if we try to clean the data in powerbi itself it will add more filters and constraints to the columns that will make the data processing slow on Dashboard.
• Because when we refresh the Dashboard , First it will apply all the filters and Constraints and then After it will process the Query.

DAX Queries

• AgeGroup = SWITCH( TRUE(), 'public cust_detail'[customer_age] < 30, "20-30", 'public cust_detail'[customer_age] >= 30 && 'public cust_detail'[customer_age] < 40, "30-40", 'public cust_detail'[customer_age] >= 40 && 'public cust_detail'[customer_age] < 50, "40-50", 'public cust_detail'[customer_age] >= 50 && 'public cust_detail'[customer_age] < 60, "50-60", 'public cust_detail'[customer_age] >= 60, "60+", "unknown" )

• IncomeGroup = SWITCH( TRUE(), 'public cust_detail'[income] < 35000, "Low", 'public cust_detail'[income] >= 35000 && 'public cust_detail'[income] <70000, "Med", 'public cust_detail'[income] >= 70000, "High", "unknown")

• week_num2 = WEEKNUM('public cc_detail'[week_start_date])

• Revenue = 'public cc_detail'[annual_fees] + 'public cc_detail'[total_trans_amt] + 'public cc_detail'[interest_earned]

• Current_week_Reveneue = CALCULATE( SUM('public cc_detail'[Revenue]), FILTER( ALL('public cc_detail'), 'public cc_detail'[week_num2] = MAX('public cc_detail'[week_num2])))

• Previous_week_Reveneue = CALCULATE( SUM('public cc_detail'[Revenue]), FILTER( ALL('public cc_detail'), 'public cc_detail'[week_num2] = MAX('public cc_detail'[week_num2])-1))

Projct Insights Based on last weeks data.

1. Week on Week change:

   • Revenue increased by 28.8%.

2. Overview YTD:

   • Overall revenue is 57M
   • Total interest is 8M
   • Total transaction amount is 46M
   • Male customers are contributing more in revenue 31M, female 26M
   • Blue & Silver credit card are contributing to 93% of overall transactions
   • TX, NY & CA is contributing to 68%
   • Overall Activation rate is 57.5%
   • Overall Delinquent rate is 6.06%