This project presents a comprehensive Credit Card Transaction Analysis Dashboard built using Power BI and SQL, designed to uncover actionable insights into customer spending behavior, card performance, and revenue trends.
It showcases an end-to-end data analytics workflow — from raw data cleaning to real-time interactive reporting.

To analyze credit card transaction and customer data to identify:

• Revenue trends and business growth drivers
• Customer demographics and spending behavior
• Card type performance (Blue, Silver, Gold, Platinum)
• High-value customer segments and preferred payment methods

├── credit_card_data.zip       # Contains all 4 CSV files (credit_card.csv, customer.csv, cc_add.csv, cust_add.csv)
├── SQL_create_table_Query.txt # SQL script to create database tables
├── credit_card_report.pbix    # Power BI report file
├── credit_card_report.pdf     # PDF version of dashboards
├── 📁 Screenshots
│ ├── Customer_Report.png
│ └── Transaction_Report.png
└── README.md

• credit_card.csv / cc_add.csv → Transaction-level data including Date, Card Type, Amount, Interest, and City.
• customer.csv / cust_add.csv → Customer demographics such as Age, Gender, Occupation, Income, and Card Category.
• Each new week’s data in *_add.csv ensures the dashboard reflects real-time updates.

1. Data Cleaning & Preparation (Power Query)

   • Cleaned and transformed raw CSV files (credit_card.csv, customer.csv) using Power Query.
   • Handled missing values, corrected data types, and standardized columns.

2. Database Creation (SQL Integration)

   • Designed SQL schema using SQL_create_table_Query.txt.
   • Imported cleaned data into SQL tables for structured storage and scalability.

3. Real-Time Data Update

   • Added new weekly data (cc_add.csv, cust_add.csv) into SQL tables.
   • Connected Power BI to the SQL database for real-time dashboard updates.

4. Data Modeling & DAX

   • Built data relationships and created DAX measures for KPIs:
     • Total Revenue
     • Total Interest
     • Transaction Count
     • Transaction Amount
     • Customer Satisfaction Score (CSS)

5. Dashboard Development (Power BI)

   • Designed two dashboards for clear, actionable insights:
     • 📊 Credit Card Transaction Report
     • 👥 Credit Card Customer Report

• Total Transactions & Revenue show steady monthly growth, indicating rising card usage.
• Platinum and Gold cards contribute the highest revenue share.
• Weekend transactions are notably higher, suggesting leisure-related spending patterns.
• Top-performing cities contribute a majority of total transaction volume.

• Customer Age Group 30–40 has the largest active user base.
• Male customers contribute slightly higher total spending than female customers.
• Salaried individuals dominate credit card usage and show high repayment rates.
• New customers added weekly reflect positive customer acquisition trends.

• ✅ End-to-End ETL Process (Extract → Transform → Load)
• ✅ Real-Time Data Updates from SQL
• ✅ Data Modeling & DAX Calculations
• ✅ Interactive Power BI Dashboards
• ✅ PDF & Image Reports for presentation
• ✅ Professional Data Storytelling

This analysis helps financial institutions:

• Identify high-value customers for targeted marketing campaigns.
• Understand spending behavior to design better card offers.
• Track performance by card type and geography.
• Enable real-time insights for business decision-making using SQL–Power BI connectivity.

• Data Cleaning & Transformation (Power Query)
• SQL Integration & Data Modeling
• DAX Calculations for KPIs
• Dashboard Design & Data Storytelling
• Real-Time BI using Power BI + SQL

• Building end-to-end BI projects from raw data to insights.
• Integrating SQL and Power BI for real-time analytics.
• Applying DAX to calculate KPIs and dynamic visuals.
• Interpreting business performance metrics effectively.

👤 Harsh Belekar
📍 Data Analyst | Python | SQL | Power BI | Excel | Data Visualization
📬 LinkedIn | 🔗GitHub

📧 [email protected]

powerbi sql data-analysis dashboard business-intelligence credit-card data-visualization analytics dax power-query

⭐ If you found this project helpful, feel free to star the repo and connect with me for collaboration!