Creating a credit card transaction dashboard in Power BI involves several steps, from importing data to designing interactive visualizations. Here’s a step-by-step guide to help you build a credit card transaction dashboard using Power BI.
Project Title: Credit Card Transaction Dashboard
Description: Developed a comprehensive dashboard using Power BI to analyze and visualize credit card transactions. The dashboard offers insights into revenue trends, customer demographics, transaction volumes, and spending patterns. Key visualizations include:
Revenue by Expense Type: Displaying major categories like Bills, Entertainment, Fuel, Grocery, Food, and Travel, highlighting which categories generate the most revenue. Revenue by Education Level: Showcasing the correlation between a customer's education level and their spending patterns, including categories like Graduate, High School, and Post-Graduate. Customer Demographics: Analysis by Customer Job (e.g., Blue-collar, White-collar, Government, Retirees) to understand revenue contributions from different sectors. Card Category Performance: Analysis of revenue and transaction volume for different card categories (e.g., Blue, Silver, Gold, Platinum). Gender-Based Analysis: Comparison of total revenue generated by male and female customers. Weekly and Quarterly Trends: Visualization of transaction volumes and revenue over time (weekly and quarterly). Income Group Analysis: Examining the revenue breakdown by customer income groups (High, Medium, Low). The dashboard helps businesses understand customer behavior, optimize marketing strategies, and improve financial decision-making processes.
Technologies Used: Power BI: For creating interactive dashboards. Data Sources: Credit card transaction data, customer demographic information. Key Metrics: Total revenue generated by card categories: Blue (₹4.6M), Silver (₹5.5M), Gold (₹2.4M), Platinum (₹1.1M). Gender-based revenue split: Males (₹30.22M) and Females (₹25.09M). Breakdown of customer jobs and their respective contributions to revenue, with Blue-collar workers contributing significantly(Credit_card_report).