This project involves the development of a comprehensive credit card weekly financial dashboard that provides real-time insights into key performance metrics and trends. The dashboard enables stakeholders to monitor and analyze credit card operations, ensuring informed decision-making through data-driven insights.

To design a credit card performance dashboard that tracks metrics such as revenue growth, transaction volume, and customer behavior trends. The dashboard visualizes crucial information, empowering businesses to optimize their operations and boost efficiency.

• Source: The dataset used in this project was sourced from "Kaggle". It includes detailed credit card transaction data, customer demographics, and other financial metrics.
• Storage: Data has been stored and managed using an "SQL Database" for efficient querying and retrieval.
• Visualization: The data has been visualized using "Power BI", a leading business intelligence tool, to create dynamic and interactive dashboards.

• Week 53 (31st Dec) Week-over-Week (WoW) Change:

  • Revenue Growth: Increased by "28.8%"
  • Total Transaction Amount & Count: Increased by "XX%" & "XX%"
  • Customer Count: Increased by "XX%"

• Year-to-Date (YTD) Overview:

  • Total Revenue: "57M"
  • Total Interest: "8M"
  • Total Transactions: "46M"
  • Male vs Female Contributions: Males contributed "31M", Females contributed "26M"

• Additional Insights:

  • Top Performing Cards: Blue & Silver credit cards contribute to "93%" of overall transactions
  • Top Contributing States: "TX", "NY", and "CA" contribute to "68%" of total transactions
  • Activation Rate: "57.5%"
  • Overall Delinquency Rate: "6.06%"

• Interactive Charts: Dynamic visualizations that allow users to drill down into the data by different customer demographics, card types, and locations.
• Key Metrics: Displays revenue, transaction volume, and delinquency rates at a glance, with the ability to filter by week, month, or year.
• Custom Reports: Includes transaction and customer reports in PDF format for easy sharing and analysis.

• SQL: For database management and efficient data querying.
• Power BI: Used for data visualization and dashboard creation, enabling real-time interaction with the dataset.
• Python: For preprocessing and analyzing data.
• Kaggle: Data source for credit card-related financial records.

.
├── data
│   ├── cc_add.csv                    # Credit card additional information
│   ├── credit_card.csv                # Main dataset
│   ├── cust_add.csv                   # Customer additional data
│   ├── customer.csv                   # Customer information
├── reports
│   ├── credit_card_report.pbit        # Power BI report template
│   ├── credit_card_customer_report.pdf # Customer report
│   ├── credit_card_transaction_report.pdf # Transaction report
├── SQL
│   └── Financial Dashboard Data.sql   # SQL queries for data processing
├── README.md                          # Project documentation

1. Clone the repository:

   git clone https://github.com/Harshit-Kandoi/Credit-Card-Financial-Dashboard.git
   cd Credit-Card-Financial-Dashboard

2. Set up a virtual environment (optional):

   python3 -m venv venv
   source venv/bin/activate

3. Install dependencies: The project uses SQL and Power BI. Ensure you have SQL server and Power BI installed locally.

4. Run the SQL Queries: Execute the SQL queries from the SQL/Financial Dashboard Data.sql file to set up the necessary database tables and populate the data.

1. SQL Database Setup: Run the SQL script to set up the database and populate the data tables from the CSV files.

2. Power BI Dashboard: Import the credit_card_report.pbit template into Power BI to explore the interactive dashboard.

3. Generate Reports: Utilize the Power BI interface to generate custom reports based on the visualized data.

This project provides a detailed analysis of credit card performance over time, allowing businesses to track financial trends, customer demographics, and key operational metrics in real-time. By leveraging Power BI for visualization and SQL for data management, this dashboard offers a powerful tool for financial analysts and business managers.