This project focuses on analyzing a firm's financial transaction data extracted from multiple CSV files using Python (Pandas). The goal was to automate the reporting process, visualize financial health, and assist in better budget planning.
After performing data cleaning and transformation (ETL), including handling unstructured data and splitting rows, a dynamic Tableau dashboard was created. The dashboard uses lollipop charts, donut charts, bar graphs, and highlighted tables to deliver a clear and interactive financial overview.
https://public.tableau.com/app/profile/chetanmalviya513/viz/BankPassbookAnalysis/Dashboard1
https://www.youtube.com/watch?v=kLG9PX8raM0
Python (Pandas) – Data import, cleaning, and processing
MS Excel / CSV – Data Source
ETL Process – To structure and prepare raw data for analysis
Total cash inflow and outflow tracking
Weekly, Monthly, Quarterly, and Yearly financial reports
Automated budget planning and forecasting
Visual match with accounting balance sheets
Data-driven decisions leading to 25% cost savings
Fully interactive Tableau dashboard with filters and visual KPIs
This project can be adapted by individuals or businesses looking to:
✔️ Track their financial transactions
✔️ Automate reporting
✔️ Identify cost-saving opportunities
✔️ Visualize trends over time
✔️ Plan future budgets with clarity
Monthly trend analysis of spending and savings
Filterable dashboard by date, category, or amount
Real-time updates with new data uploads
Clear visual insights into financial health
Ideal for individuals or small businesses wanting to monitor and manage personal or professional finances with ease. Just upload your bank passbook data and get instant, actionable insights.