📊 Bank Debit & Credit Analysis Dashboard – Tableau
This repository contains an interactive Bank Debit & Credit Analysis Dashboard built using Tableau Desktop. The dashboard visualizes key transaction trends across multiple bank branches and helps understand the flow of debit and credit activities over time.
🏦 Project Overview
The dashboard provides a comprehensive view of banking transactions by breaking down credit, debit, and net transactions across branches, time periods, and transaction methods. It aims to help users quickly analyze:
How branches are performing
Month-wise transaction patterns
Distribution of payment methods
Credit-to-Debit relationship
Overall trends and imbalances
This project demonstrates data visualization, dashboard design, and analytical storytelling.
✨ Key Features
- KPI Summary Cards
Net Transaction
Credit to Debit Ratio
Total Debit Amount
Total Credit Amount
These metrics offer an instant high-level performance snapshot.
- Filters for Better Interactivity
Users can analyze data by:
Transaction Type (Credit / Debit)
Branch
Month of Transaction
Bank Name Includes a custom Reset All Filters button for convenience.
- Visualizations Included 📌 Total Transaction by Branch
Horizontal stacked bars showing both debit and credit amounts for each branch.
📌 Transactions Over Time
Line chart illustrating monthly debit and credit trends, capturing seasonality and anomalies.
📌 Net Transaction by Branch
Positive and negative bars indicating which branches lead or lag in net transactions.
📌 Transaction Method Analysis
Pie chart displaying the share of:
Credit Card
Debit Card
Bank Transfer
🎯 Insights Highlighted
Branch-wise contribution to total banking activity
Month-on-month changes in transaction behaviour
Identification of highly active and low-performing branches
Customer preference for different payment modes
🛠️ Tools Used
Tableau Desktop Public Edition – Dashboard creation & visualization
Excel / CSV Data Source (Assumed)
Data cleaning & preparation prior to visualization