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Author: Bradley Shedden

Downloads:

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Dashboard

Description​​​

In this project, I created a Power BI Dashboard using an ANZ sample banking dataset, with the objective of providing a dashboard that gives insight into customer spending habits as well as the customers themselves. Throughout this project, I had in mind that I was an employee at ANZ tasked with better understanding the bank's current customer base and finding any trends that could be leveraged for potential marketing campaigns or new products.

Data​​

Dataset Link: https://www.kaggle.com/datasets/prateekmaj21/anz-banking-data

Author: Prateek Majumder

This dataset is sample ANZ financial transaction data containing financial transactions and sample banking data for the year of 2018.

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Dashboard Creation Procedure

Cleaning the Data

  • Opened dataset in Excel to familiarise and prepare the data for creating a dashboard in Power BI

  • Checked and confirmed that there were no duplicates to remove

  • Used PROPER on all column titles to ensure correct capitalization in a new row deleting the old row.

  • Enabled filters to look at all variables

  • Used the find and replace tool to Replace the M and F fields in the gender column with Male and Female

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Importing the Data

  • Imported Dataset into PowerBI and started editing it in the Power query editor

  • Renamed the Amount column to “Transaction Amount” and changed the data type to a fixed decimal number

  • Renamed the Balance column to “Customer Account Balance” and changed the data type to a fixed decimal number

  • Removed the following columns: Bpay Biller code, Currency (As all data was in AUD), and card-present flag

  • Selected Close and Apply to load the dataset into PowerBI

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Interactable Dashboard

(Here is a interactable version of the dashboard for those who have a Power BI account)

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