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This project analyzes UPI (Unified Payments Interface) transaction data using Microsoft Excel. It features a clean dashboard, interactive pivot tables, and category-wise analysis of financial activity to provide valuable insights into personal or organizational digital transactions.

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zodrickjohn/Data-Analysis-Excel-Project---UPI-Transactions

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๐Ÿ’ธ Data Analytics Excel Project - UPI Transactions

This project analyzes UPI (Unified Payments Interface) transaction data using Microsoft Excel. It features a clean dashboard, interactive pivot tables, and category-wise analysis of financial activity to provide valuable insights into personal or organizational digital transactions.


๐Ÿ“ธ Dashboard Preview

Dashboard Screenshot
Sample view of the Excel Dashboard with slicers and charts


๐Ÿง  Project Goals

  • Analyze UPI transaction trends over time
  • Categorize and summarize spending
  • Identify most frequent payees and highest value transactions
  • Visualize refunds and reversals

๐Ÿงฐ Tools & Features Used

  • Microsoft Excel
    • Pivot Tables
    • Pivot Charts
    • Slicers for interactivity
    • Conditional Formatting
    • VLOOKUP / IF / SUMIF formulas

๐Ÿ” Key Insights Extracted

  • ๐Ÿ“… Month-wise Spending: Identified peaks and dips in transaction volume
  • ๐Ÿ“‚ Category Distribution: Tracked where money goes (shopping, bills, friends, etc.)
  • ๐Ÿ’ฐ Top Transactions: Highlighted largest debits and most frequent payees
  • โ™ป๏ธ Refund Trends: Spotted refund or failed payment patterns

Click to view Project Video / Linkdin Post

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This project analyzes UPI (Unified Payments Interface) transaction data using Microsoft Excel. It features a clean dashboard, interactive pivot tables, and category-wise analysis of financial activity to provide valuable insights into personal or organizational digital transactions.

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