Summary

This Power BI banking transaction dashboard helps users analyze customer behavior, product usage, revenue drivers, channel performance, and transaction trends. It provides a focused view of how different customer segments interact with banking products and services.

Created by Andreas Miftakhul Pratama for the FP20 Analytics ZoomCharts Challenge in June 2025, the report uses the Banking Customers & Transactions Dataset to turn detailed banking activity into an interactive performance analysis.

Key Insights of the Power BI Banking Transaction & Revenue Analytics Dashboard

The report examines banking performance from several customer, product, channel, and time-based perspectives. Its main insights include:

• Customer segments: middle-income customers are the most active segment by transaction activity
• Product preferences: savings accounts are popular across customer groups, while middle-income customers show a notable preference for credit cards
• Transaction behavior: withdrawals and loan payments lead transaction activity by both volume and value
• Channel performance: mobile banking is the leading channel, indicating strong use of digital banking services
• Revenue drivers: loan payments and late-payment fees are important sources of revenue in the analyzed data
• Performance trends: transaction activity reaches its highest level during the first quarter

The analysis also compares fee patterns across customer groups and helps users examine whether recommended products align with actual customer behavior.

The dashboard uses Drill Down Combo Bar, Map, and Timeline PRO visuals. These interactive visuals support comparisons across customer segments, banking products, channels, periods, and geographical dimensions.

How to Use This Power BI Banking Transaction Dashboard

Click active chart elements to filter the report and compare transaction behavior across customer segments, products, channels, and transaction types. Use the timeline to explore changes over time and the map to investigate geographical performance where available.

Download the PBIX template to review the report structure, calculations, visual settings, and interactions in Power BI Desktop. Replace the sample connection to adapt the dashboard for your own banking transaction and revenue data.