This project aims to develop a comprehensive credit card weekly dashboard that provides stakeholders with real-time insights into key performance metrics and trends. The dashboard is designed to empower stakeholders by enabling them to:
- Monitor credit card operations effectively with up-to-date data.
- Analyze key performance metrics such as transaction volumes, customer behavior, and credit utilization.
- Identify trends and patterns in credit card usage, allowing for data-driven decision-making.
- Customize views to focus on specific areas of interest, such as high-risk accounts or spending categories.
- Enhance reporting capabilities by providing a user-friendly interface that simplifies complex data.
- Support proactive management of credit card portfolios through timely and actionable insights.
This dashboard will be a crucial tool for stakeholders looking to optimize credit card operations and improve overall business performance.
- Proficiency in ETL methodology (Extract, Transform, Load).
- Skills in generating a date table using Power Query.
- Establishing data model relationships with Power Pivot.
- Proficiency in incorporating supplementary data into an existing data model.
- Utilizing DAX to create calculated columns.
- A refined understanding of Customer & Transaction Reports.
- Designing user-centric reports.
- Optimization of report generation through meticulous fine-tuning.
- Developing a systematic approach to devising a report-building plan.