This repository contains all my Microsoft Excel Reports & Dashboards.
Skills used: SQL Server 2019 | Power BI Desktop | Python - Numpy & Pandas | Tableau | MS Excel
Project 1: Pizza Sales Dashboard
Domain: Marketing & Sales
Tools Used: SQL Server, MS Excel, Power BI
Project 2: Bank Loan Dashboard
Domain: Finance
Tools Used: SQL Server, MS Excel
Link: https://www.novypro.com/project/pizzasales-report--power-bi
KPI | Description |
---|---|
Total Loan Applications | Calculate the total number of loan applications received during a specified period. Monitor Month-to-Date (MTD) Loan Applications and track changes Month-over-Month (MoM). |
Total Funded Amount | Understand the total amount of funds disbursed as loans. Keep an eye on MTD Total Funded Amount and analyze MoM changes. |
Total Amount Received | Track the total amount received from borrowers to assess cash flow and loan repayment. Analyze Month-to-Date (MTD) Total Amount Received and observe MoM changes. |
Average Interest Rate | Calculate the average interest rate across all loans. Monitor MTD and track MoM variations in interest rates. |
Average Debt-to-Income Ratio | Evaluate the average DTI for borrowers to gauge financial health. Compute the average DTI for all loans, MTD, and track MoM fluctuations. |
Good Loan Application Percentage | Calculate the percentage of loan applications classified as 'Good Loans.' |
Good Loan Applications | Identify the total number of loan applications falling under the 'Good Loan' category. |
Good Loan Funded Amount | Determine the total amount disbursed as 'Good Loans.' |
Good Loan Total Received Amount | Track the total amount received from borrowers for 'Good Loans.' |
Bad Loan Application Percentage | Calculate the percentage of loan applications categorized as 'Bad Loans.' |
Bad Loan Applications | Identify the total number of loan applications categorized as 'Bad Loans.' |
Bad Loan Funded Amount | Determine the total amount disbursed as 'Bad Loans.' |
Bad Loan Total Received Amount | Track the total amount received from borrowers for 'Bad Loans.' |
Chart Requirement | Description |
---|---|
Monthly Trends by Issue Date | Line Chart: Variations of 'Total Loan Applications,' 'Total Funded Amount,' and 'Total Amount Received' over time. Identifies seasonality and trends in lending. |
Regional Analysis by State | Filled Map: Represents lending metrics by state. Identifies regions with significant lending activity and assesses regional disparities. |
Loan Term Analysis | Donut Chart: Depicts loan statistics based on different terms. Understands loan distribution across various term lengths. |
Employee Length Analysis | Bar Chart: Illustrates lending metrics among borrowers with different employment lengths. Assesses the impact of employment history on loan applications. |
Loan Purpose Breakdown | Bar Chart: Provides a breakdown of loan metrics by stated purposes. Understands primary reasons for borrowing. |
Home Ownership Analysis | Tree Map: Displays loan metrics categorized by home ownership statuses. Illustrates how home ownership impacts loan applications and disbursements. |