Microsoft Power BI: Customer Churn Analysis #powerbi #project #businessintelligence @KSRDatavizon
Power BI project, "Customer Churn Analysis". This is an End-to-End Business Intelligence Project for Banking domain. Business Requirement: "Churn Prevention" Goal: Analysis will assist Bank to develop loyalty programs and retention campaigns to keep as many customers as possible. Project Overview: The dataset consisted of raw CSV & excel workbooks. The primary objective of this project was to gain deep insights into customer exit and churn% spanning the years 2016 to 2019. Using Power BI, I embarked on a journey to analyse key metrics based on customer credit score, uncover opportunities for growth and to develop loyalty programs Key Project Steps: 1. Data Preparation & Cleansing: · Data extraction from SQL database, raw CSV and excel workbooks (Import & Direct Query Model) · Integrated PostgreSQL database with Power BI · Transformed data into the Power Query Editor ((checking for data types, data profiling, errors, and patterns) 2. Data Modelling: · Constructed a robust data model (star schema with Dimension & Fact table) with one-to-many and one-to-one cardinality 3. Data Processing/Manipulation: · Created new Calculated Columns with DAX Logical Functions (SWITCH) · Added Measures using following DAX query – Calculate function, Variable, PeriodMonth · Created Date Table with Time Intelligence Function – Calendar, FirstDate, LastDate, Format, Weekday, Quarter, Year 4. Data Visualization: · Used Visual charts like – Card, Slicer, Matrix, Donut, Line, Pie, Stacked Column, Stacked Bar & Clustered chart · AI Visuals – Q&A and Smart Narrative · Elements – Text Box, Bookmarks, Page Navigator, Line Shape and JPEG Image · Created SWAP Visuals · Used features like – drill drown, filters & page filters, tooltips, custom theme 5. Deployment: · Applied static and dynamic row level security · Published to BI service · Workspace settings · Pin visuals & created Dashboard · Created Mobile layout · Managed Permissions · Export - PowerPoint Embed live data