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Excel-PortfolioProjects

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

Dashboard 1: SUMMARY

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.'

Dashboard 2: OVERVIEW

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.

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This repository contains all my Microsoft Excel Reports & Dashboards.

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