Welcome to the FP20 Analytics June 2025 Challenge!

Webinars

Learn more about ZoomCharts visuals & gain a knowledge advantage in the contest by joining the upcoming webinars! You'll also get the chance to your ask questions and get expert answers in the Q&A section.

Upcoming webinars

Create Power BI report for Banking: Transaction Analytics Workshop

3rd June, 2025

08:00 AM - EDT

Dive into the world of banking analytics with our Power BI LIVE Workshop! We will learn customer segmentation and transaction behavior analysis using real-world banking data.

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Top 5 Power BI Reports for Banking Transaction Analytics

20th June, 2025

10:00 AM - EDT

Join us for an inspiring webinar as we unveil the Top 5 Power BI reports submitted to the FP20 Analytics Banking Challenge!

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How to participate? 

1. Register for the challenge: 

• Download the Challenge dataset either on this Challenge page or from FP20 Analytics website. 
• Register for the FP20 Analytics ZoomCharts Challenge. 
• Activate your free Drill Down Visuals Developer License for Power BI. Read license setup instructions.
• Read the challenge brief (see "The Brief" section) for additional info about the dataset and to see what questions your report should answer.  

2. Build your report in Power BI: 

• Set up an account in Power BI using the assigned license details (if you have participated in ZoomCharts Challenges in the past, you can use the same account you set up before).
• Use the account to access the full library of custom ZoomCharts Drill Down visuals. 
• Use the dataset to build a Power BI report including at least 2 ZoomCharts Drill Down Visuals in one report page. 
• The recommended number of pages in the report is up to 3 pages, including drill-through pages. 

3. Improve your report and learn new skills: 

• To learn more about applying ZoomCharts visuals in your reports, participate in the challenge workshop. 
• If you have any questions or need advice, you can book a free individual consultation. 
• Check out the submissions from past challenges for inspiration. 

4. Submit your challenge entry: 

• Submit your report in .pbix format for validation using the form on this challenge page.

If your submission doesn’t match the challenge criteria, you will be notified by email indicating the reason. Don't worry if this happens! You can fix the issue and resubmit your report. 

• Your report will be reviewed within 1–2 business days. Once it’s validated, you’ll receive a Publish to Web link via email. You can use this link to add the report to your portfolio or share it publicly online.
• All validated entries will also receive personalized feedback from the evaluation team via email within 1-2 business days. Use this feedback to revise your report and resubmit it before the deadline.

Note: Feel free to resubmit your entry as many times as necessary before the deadline. 

5. Finalize your participation to compete for the ZoomCharts grand prize: 

• Post the final version of your submission in PDF format on your LinkedIn profile. 
• Use the caption "I am participating in FP20 Analytics Challenge 25". 
• Include a summary of your report's key insights and add the ZoomCharts publish to web link (if available).
• Use #FP20Analytics, #FP20InventoryManagementAnalysis, #builtwithzoomcharts, tag @Federico Pastor and @Zoomcharts.
  
• Additionally, post your report in the FP20 Analytics LinkedIn Community group. 
• Follow ZoomCharts on LinkedIn

6. Attend challenge closing webinar to hear the results: 

• The submissions are evaluated by ZoomCharts team (see "Judging criteria" for more info). The submissions of Top 5 ZoomCharts Challenge finalists are analyzed live during the challenge closing webinar to share the best practices and learning opportunities with the community. 
• The author of the best report is awarded with a $300 Amazon gift card.

In this challenge, you are taking the role of a bank data analyst and analyzing a comprehensive banking dataset that simulates internal transaction data used by financial institutions to understand customer behavior, optimize services, and inform strategic planning.

This dataset contains 20,000 enriched financial transactions across products like checking accounts, loans, mortgages, and card payments. Each record is embedded with detailed attributes such as:

• Customer income brackets and credit scores
• Transaction types, fees, and amounts
• Branch location and transaction channels (ATM, Mobile, Branch)
• Segment classification and recommended financial offers

The goal is to extract patterns, segment behaviors, and revenue drivers that banks use to:

• Improve personalization
• Assess customer risk and profitability
• Refine marketing campaigns
• Optimize branch and channel performance

Challenge Questions:

Customer Insights & Segmentation

• Which customer segments (e.g., high income vs. low income) are most transaction-active?
• Which financial products are most popular within each segment?
• Do credit scores align with transaction frequency or accumulated fees?

Transaction Behavior Analysis

• What are the dominant transaction types by volume and value?
• Which cities or branches are transaction hotspots or underperformers?
• How does usage vary between mobile, ATM, and branch banking?

Revenue & Cost Insights

• Which transactions drive the most fee-based revenue (e.g., credit card, insurance, late payments)?
• Are certain customer groups incurring disproportionate costs?
• What are the most frequent sources of revenue-generating friction?

Trend & Performance Analytics

• Do certain months or seasons reflect transactional peaks or slowdowns?
• Are product recommendations aligned with actual customer needs and behaviors?
• What trends emerge across segments or channels over time?

Your analysis will help the bank:

• Understand how different customer segments behave financially
• Identify high-fee and high-risk patterns for cost control and opportunity
• Evaluate operational efficiency by channel and region
• Develop data-driven strategies to boost engagement and retention

Judging criteria

Business users use reports to make data-driven decisions. That’s why reports are called effective if they enable users to drill down and filter data quickly and intuitively to find answers to any question they might have and analyse data in all possible directions and dimensions.

Each report is evaluated based on three main criteria: intuitiveness, insightfulness, and interactivity. These factors ensure that the reports are not only accurate and functional, but also meet the target audience's needs and are ready to be presented to the end-users. 

1. Intuitive: How clear and easy it is to understand the report at a glance? (max 15 points)
   • Is the report visually appealing?
   • Choice of charts and visual elements
   • Does the report tell a story?
   • Is it not overwhelming to the user?
   • Choice of tooltips, titles, and legends
     
     
2. Interactive: How engaging and seamless is the report exploration and interaction with data? (max 15 points)
   • Clear navigation that allows user to explore the report
   • Use of slicers and other interactive elements
   • Smooth cross-chart integration
   • Is report optimized for touch devices?
   • Are tutorials and guiding elements helpful to the user?
     
     
3. Insightful: How accurate, complete, and meaningful is the data in driving decisions? (max 15 points)
   • Depth of analysis
   • Data cleaning and preparation
   • Does data show up accurately in the report?
   • Is report optimized for quicker loading time?
   • Does the report provide deeper exploration of data (drill-down)?

Dataset

My license

1:1 mentoring sessions

You can book a personal session with Senior Product Expert at ZoomCharts, Aivis Pavlovs, to gain practical knowledge about Drill Down Visuals and how they can be used to enhance data storytelling in a report.