Credit Card Financial Dashboard

Overview

This Power BI dashboard provides real-time insights into credit card transactions and customer data. It helps monitor key performance metrics and trends, supporting decision-making processes.

Features

Data Sources

Key Metrics

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
    )
)

Project Insights