– Automating the dashboard will save time and effort for stakeholders.
– The total sum increased by 1% from the previous day, a small but positive change.
– The dashboard tells a story by highlighting the volume of transactions, credit and debit values, and net profit.
– Using color-coding (red for decrease, green for increase) provides visual cues for stakeholders.
Introduction π
In our last video, we performed EDA in SQL, examining a Bank dataset that included customer and transaction tables. We identified the top five positive and negative influences and highlighted the need to visualize this data in PowerBI to better serve stakeholders.
Data Connection in PowerBI π
To connect to our SQL database in PowerBI, we utilized a direct query method without importing data. We established a connection to the Bank project and created a relationship between the customer and transaction tables for effective analysis.
Creating Measure Table π
We began by creating measure tables for the sum of amounts, credit, debit, and net value, similar to our EDA process in SQL.
Measures
| Measure | Expression |
|---|---|
| Total Sum | SumX(Filter(BankTransactions, BankTransactions[TransactionDate] = "2023-08-29"), BankTransactions[TransactionAmount]) |
| Total Credit | SUMX(FILTER(BankTransactions, BankTransactions[TransactionType] = "Credit"), BankTransactions[TransactionAmount]) |
| Total Debit | SUMX(FILTER(BankTransactions, BankTransactions[TransactionType] = "Debit"), BankTransactions[TransactionAmount]) |
| Net Profit | [Total Credit] – [Total Debit] |
Dashboard Visualization π
We visualized the daily report for 29th August, displaying the total sum, credit, debit, and net profit in card visuals. Additionally, we created visuals for the top two customers with positive and negative influences based on net value.
Top Two Customers with Positive Net Value
| Customer Name | Total Sum | Total Credit | Total Debit | Net Profit |
|---|
Top Two Customers with Negative Net Value
| Customer Name | Total Sum | Total Credit | Total Debit | Net Profit |
|---|
Stakeholder Notes ποΈ
To provide context to stakeholders, we explained the total sum from the previous day to the current day, along with the percentage change. We also highlighted the total credit used, total debit incurred, and the net profit for the day.
In conclusion, this PowerBI dashboard effectively communicates the key insights from our SQL analysis and is set up for automation for future reporting needs.
Thank you for following along! π
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