0 Replies Latest reply on Mar 9, 2018 8:49 AM by mathew k

    Anlaysis dashboard

    mathew k

      Hello Tableau experts I need a dashboard example for analysis here is a description and data attached. Can be any chart or table or chart and table. Thank you for the help.

       

      You are provided with 1.5 years of customer behaviour data from an anonymous bank. This consists of customer personal details (Customer Personal Details.csv) and the products of the bank they have subscribed to (Customer Products.csv).

       

      The data starts at 2015-01-28 and has monthly records of products a customer has, such as "credit card", "savings account", etc. These products are the columns named: ind_(xyz)_ult1 etc.

      Like many situations you will face as an analyst, the stakeholder doesn’t know what information the data has within it. You are to analyse the data to tell us what is happening in the business.

      ·         Have there been any significant changes in Customer Behaviour or product holdings?

      ·         What could be some of the drivers of this change?

      ·         What would you recommend the bank does next?

       

       

       

      Column Name

      Description

      fecha_dato

      The table is partitioned for this column

      ncodpers

      Customer code

      ind_empleado

      Employee index: A active, B ex employed, F filial, N not employee, P pasive

      pais_residencia

      Customer's Country residence

      sexo

      Customer's ***

      age

      Age

      fecha_alta

      The date in which the customer became as the first holder of a contract in the bank

      ind_nuevo

      New customer Index. 1 if the customer registered in the last 6 months.

      antiguedad

      Customer seniority (in months)

      indrel

      1 (First/Primary), 99 (Primary customer during the month but not at the end of the month)

      ult_fec_cli_1t

      Last date as primary customer (if he isn't at the end of the month)

      indrel_1mes

      Customer type at the beginning of the month ,1 (First/Primary customer), 2 (co-owner ),P (Potential),3 (former primary), 4(former co-owner)

      tiprel_1mes

      Customer relation type at the beginning of the month, A (active), I (inactive), P (former customer),R (Potential)

      indresi

      Residence index (S (Yes) or N (No) if the residence country is the same than the bank country)

      indext

      Foreigner index (S (Yes) or N (No) if the customer's birth country is different than the bank country)

      conyuemp

      Spouse index. 1 if the customer is spouse of an employee

      canal_entrada

      channel used by the customer to join

      indfall

      Deceased index. N/S

      tipodom

      Addres type. 1, primary address

      cod_prov

      Province code (customer's address)

      nomprov

      Province name

      ind_actividad_cliente

      Activity index (1, active customer; 0, inactive customer)

      renta

      Gross income of the household

      segmento

      segmentation: 01 - VIP, 02 - Individuals 03 - college graduated

       

       

       

      Customer Products

       

      ind_ahor_fin_ult1

      Saving Account

      ind_aval_fin_ult1

      Guarantees

      ind_cco_fin_ult1

      Current Accounts

      ind_cder_fin_ult1

      Derivada Account

      ind_cno_fin_ult1

      Payroll Account

      ind_ctju_fin_ult1

      Junior Account

      ind_ctma_fin_ult1

      Más particular Account

      ind_ctop_fin_ult1

      particular Account

      ind_ctpp_fin_ult1

      particular Plus Account

      ind_deco_fin_ult1

      Short-term deposits

      ind_deme_fin_ult1

      Medium-term deposits

      ind_dela_fin_ult1

      Long-term deposits

      ind_ecue_fin_ult1

      e-account

      ind_fond_fin_ult1

      Funds

      ind_hip_fin_ult1

      Mortgage

      ind_plan_fin_ult1

      Pensions

      ind_pres_fin_ult1

      Loans

      ind_reca_fin_ult1

      Taxes

      ind_tjcr_fin_ult1

      Credit Card

      ind_valo_fin_ult1

      Securities

      ind_viv_fin_ult1

      Home Account

      ind_nomina_ult1

      Payroll

      ind_nom_pens_ult1

      Pensions

      ind_recibo_ult1

      Direct Debit