Client Background

  • Client: A leading financial firm in the USA
  • Industry Type: Banking
  • Products & Services: Financial Services
  • Organization Size: 2000+

The Problem 

Client working with a banking client, required a clean, insightful Power BI dashboard to visualize insurance data and uncover actionable insights such as total customers, demographics, and estimated income. The challenge was to take static Excel data and convert it into dynamic business intelligence visuals that could support internal decision-making.

Our Solution 

  • We created an interactive and informative Power BI dashboard by cleaning, modeling, and visualizing the insurance-related data from the provided Excel sheets.
  • Performed end-to-end Power BI setup—importing data, establishing relationships, calculating KPIs, and building dashboards.
  • Included metrics such as total customer count, customer demographics, and estimated income.
  • Designed an intuitive, user-friendly layout with clear filters, data slicing, and visual storytelling using best practices in data visualization.
  • Final dashboard was delivered as a .pbix file, fully functional and shareable.

Solution Architecture 

  1. Data Source: Excel-based CSV and .xlsx files
  2. ETL: Power Query for transformation
  3. Modeling: Data relationships built between Clients, Customers, and Income tables
  4. Visualization: Power BI (with slicers, cards, clustered bars, pie charts, etc.)
  5. Delivery: Power BI file shared via Google Drive link

Deliverables 

Finalized Dashboard.pbix Power BI dashboard with custom visuals

Loaded and modeled dataset of 5 Excel tables

Interactive metrics:

  • Total Customers
  • Customer Demographics
  • Estimated Income

Slicer-enabled filters and page navigation

Optimized for readability and insight generation

Link to dashboard file  : https://drive.google.com/file/d/1yXBL-IMUrN5rddjcJOyvNSB1cSLMs_jf/view?usp=drive_link

Tech Stack 

BI Tool: Power BI Desktop

Data Source: Excel (.xlsx, .csv)

Languages/Features: Power Query (M), DAX

File Sharing: Google Drive, Email

Skills Applied: 

  • Data Exploration & Cleaning
  • Data Modeling (Relationships, Star Schema Design)
  • KPI & DAX Calculations
  • Report & Dashboard Design
  • Visual Optimization (Custom Charts, Filters)
  • Business Analysis & Insurance Domain Understanding

 Technical Challenges Faced 

  • Inconsistent field names and data formats across Excel sheets
  • Missing or indirect relationships between key tables
  • Estimated Income not available as a clean, ready-to-use metric
  • Demographics data required grouping and transformation
  • Dashboard performance lag due to complex filtering

How the Technical Challenges Were Solved 

  • Standardized fields using Power Query transformations
  • Built custom relationships and calculated columns in data model
  • Derived Estimated Income via DAX measures and logic
  • Created grouping logic for age, region, and customer segments
  • Optimized model by reducing cardinality and limiting cross-filtering

Business Impact 

  • Helped the client visualize and interpret insurance data easily

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