This project presents a professional Bank Loan Report Dashboard built using Power BI, powered by data from Microsoft SQL Server.
It provides a comprehensive view of loan applications, funding, defaults, and key performance indicators — optimized for insightful business decision-making.
🎯 Inspired by a real-world finance use case and developed as a hands-on BI solution.
- 🔗 Connect Power BI to SQL Server using live data
- 🧹 Clean and model raw data into meaningful insights
- 📊 Enable decision-makers to explore interactive KPIs
- 🤖 Build a base for future Python visuals & ML models
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📌 38K+ Loan Applications analyzed
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📈 Key KPIs with MTD and MoM performance:
- Total Funded Amount
- Total Received Amount
- Average Interest Rate
- Average Debt-to-Income (DTI)
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✅ Good vs. Bad Loan Segmentation with donut charts & stats
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📋 Loan Status Breakdown: Fully Paid | Charged Off | Current
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📅 Month-wise Funded & Received summaries
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🎯 Dynamic Slicers by State, Grade, Purpose, Loan Quality
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🗂️ Clean navigation: Summary | Overview | Details
| Tool | Purpose |
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Data Visualization & Dashboarding |
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Backend Database |
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Custom Measures & KPIs |
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Future Visuals & ML |
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Data Preprocessing |
- 🔹 Advanced SQL Data Querying & Joins
- 🔹 Data Modeling & Relationships in Power BI
- 🔹 Building Custom DAX Measures
- 🔹 Dashboard UX/UI Design Principles
- 🔹 Professional Presentation & Storytelling
| Summary Page | Alternate Theme |
|---|---|
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- ✅ Integrate Python visuals for advanced insights
- ✅ Add drill-through pages with detailed analysis
- ✅ Introduce ML-based Loan Approval Predictions
- ✅ Embed dynamic tooltips for richer storytelling
- SQL Integration Complete
- Power BI Dashboard Designed & Published
- Presentation (PPT) Prepared
- Python & ML Enhancements in Development
📖 This project is intended for educational & portfolio showcase purposes.
❌ Not for commercial use.
👨💼 Rohit Lakha
📍 Data Analyst | BI Developer | SQL & Power BI Enthusiast
