CredView

Created an interactive Power BI dashboard that provides deep insights into credit card usage patterns, spending, and financial trends.

---

🔧 Tech Stack

• Database: PostgreSQL
• Data Visualization: Power BI
• Data Export: Microsoft Excel
• Data Query Language: SQL
• Other Skills: DAX Queries

---

⚙️ Project Setup

1. Database Setup (PostgreSQL)

   • Create a PostgreSQL database for Credit Card data.
   • Upload transactional and customer datasets using .csv files or SQL insert scripts.
   • Tables Example:
     • customer.csv
     • credit_card
   • Performed data cleaning and transformations via SQL queries.
   • Performed addition of data in real-time with the data files labelled as cc_add.csv and cust_add.csv

2. Connect PostgreSQL to Power BI

   • Use the PostgreSQL connector inside Power BI.
   • Import necessary tables and views.
   • Perform additional modeling (relationships, calculated columns, and measures) along with DAX Queries to create new columns and generate valuable insights.

3. Build Power BI Dashboard

   • Create custom visuals like:
     • KPI Cards (e.g., Total Spend, Transaction Value, Total Revenue, Average Customer Satisfaction Score)
     • Customer Segmentation
     • Credit Utilization by Card Type

4. Export Data to Excel

   • Export processed and visualized data tables to Excel via Power BI options.
   • Share reports for non-Power BI users.

---

📊 Key Insights

• Revenue increased by 28.8%
• 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 cards are contributing to 93% of overall transactions
• TX, NY & CA are contributing to 68%
• Overall Activation rate is 57.5%
• Overall Delinquent rate is 6.06%

---

🚀 Future Improvements

• Integrate real-time data refresh using scheduled PostgreSQL connections.
• Build a mobile-optimized version of the dashboard.
• Add predictive analytics (e.g., churn prediction based on spend patterns).

---

If you like this project, feel free to ⭐ the repository and connect!