An end-to-end Power BI Business Intelligence project designed to analyze HSBC credit card transactions and customer behavior. The dashboard provides insights into revenue generation, spending patterns, customer demographics, card performance, and week-over-week business growth through interactive visualizations and KPI tracking.
- Analyze credit card transaction performance.
- Monitor revenue and transaction trends.
- Identify high-value customer segments.
- Evaluate card category performance.
- Understand customer demographics and spending behavior.
- Track week-over-week business growth metrics.
- Enable data-driven decision-making through interactive dashboards.
- Power BI Desktop
- SQL
- DAX (Data Analysis Expressions)
- Power Query
- Excel
Key Insights
- Total Revenue: $57M
- Total Transaction Amount: $45.5M
- Total Interest Earned: $7.98M
- Total Transactions: 667K
- Revenue breakdown by card category, education level, expense type, and payment method.
Key Insights
- Bills generate the highest revenue ($14M).
- Entertainment and Fuel are the next highest contributors.
- Businessman and White-collar segments drive significant revenue.
- Quarterly revenue and transaction trends are tracked.
Key Insights
- Weekly Revenue Growth: 35.04%
- Customer Growth: 12.80%
- Income Growth: 18.23%
- Transaction Count Growth: 3.39%
- Week-over-week business performance monitoring.
| Metric | Value |
|---|---|
| Total Revenue | $57M |
| Transaction Amount | $45.5M |
| Total Interest Earned | $7.98M |
| Total Transactions | 667K |
| Total Income | $587.6M |
| Customer Satisfaction Score | 3.19 |
- Revenue by Card Category
- Revenue by Expense Type
- Revenue by Customer Job
- Revenue by Education Level
- Revenue by Payment Method
- Quarterly Revenue Trends
- Interest Earned Analysis
- Revenue by Gender
- Revenue by Age Group
- Revenue by Marital Status
- Revenue by Education Level
- Revenue by Occupation
- Revenue by State
- Customer Revenue Trends
- Week-over-Week Revenue Growth
- Customer Growth Tracking
- Income Growth Analysis
- Transaction Growth Analysis
- Delinquent Account Analysis
- Card Category Contribution Analysis
| Card Category | Revenue Share |
|---|---|
| Blue | 83.49% |
| Silver | 10.01% |
| Gold | 4.48% |
| Platinum | 2.01% |
Blue cards contribute the majority of business revenue, accounting for more than 83% of total revenue generated.
| Payment Method | Revenue |
|---|---|
| Swipe | $36M |
| Chip | $17M |
| Online | $4M |
Swipe transactions generate the highest revenue, indicating customer preference for physical card transactions.
| Expense Type | Revenue |
|---|---|
| Bills | $14M |
| Entertainment | $9.8M |
| Fuel | $9.6M |
| Grocery | $8.7M |
| Food | $8.4M |
| Travel | $6M |
Bills and entertainment are the largest contributors to overall revenue.
| Customer Segment | Revenue |
|---|---|
| Businessman | $17.7M |
| White-collar | $10.3M |
| Self-employed | $8.5M |
| Government | $8.3M |
| Blue-collar | $7.0M |
| Retirees | $4.6M |
Businessmen represent the most valuable customer segment.
| Metric | Growth |
|---|---|
| Revenue Growth | 35.04% |
| Transaction Count Growth | 3.39% |
| Customer Growth | 12.80% |
| Income Growth | 18.23% |
The dashboard tracks week-over-week performance, enabling stakeholders to monitor business growth and customer acquisition trends.
HSBC-Credit-Card-Intelligence-Dashboard
│
├── Credit_Card.xlsx
├── Customer.xlsx
├── Credit_Card_Report.pbix
├── Credit_Card_Report.pdf
├── HSBC Report-Finance.pdf
├── SQL Query.sql
├── Credit_Card.ipynb
├── download.png
├── download 2.png
├── download 3.png
└── README.md
- Extracted transaction and customer data.
- Cleaned and transformed data using Power Query.
- Built relationships between tables.
- Created DAX measures and KPIs.
- Developed interactive Power BI dashboards.
- Generated business insights through visual analytics.
This dashboard enables stakeholders to:
- Monitor financial performance in real time.
- Identify profitable customer segments.
- Understand spending behavior across demographics.
- Track growth trends and revenue drivers.
- Make informed strategic and operational decisions.
HSBC Credit Card Intelligence Dashboard | Power BI, SQL, DAX
- Developed an interactive Power BI dashboard analyzing 667K+ credit card transactions and $57M revenue to monitor business performance and customer behavior.
- Built SQL queries, data models, and DAX measures to track revenue, transaction growth, customer acquisition, and weekly performance metrics.
- Delivered actionable insights on card categories, spending patterns, customer demographics, and revenue drivers through dynamic visualizations.
Yash Dudhani