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A Power BI case study analyzing customer churn and retention for a telecom client, with insights developed from raw data and business requirements provided by PwC Switzerland. This project highlights key KPIs, visual storytelling, and proactive churn risk strategies.

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πŸ“Š Telecom Customer Retention Intelligence Analytics

Power BI Project Power Query DAX Magic Interactive


Table of Contents

  1. πŸš€ Project Overview
  2. 🎯 Objective
  3. 🧠 Skills Demonstrated
  4. πŸ› οΈ Tools & Technologies
  5. 🧹 Data Cleaning Summary
  6. πŸ“Š Key DAX Measures
  7. πŸ“ˆ Dashboard Walkthrough
  8. πŸ” Insights & Recommendations
  9. πŸ’‘ What Should Change?
  10. πŸ“ Project Files
  11. πŸ™ Acknowledgment
  12. πŸ”— Let’s Connect!

πŸš€ Project Overview

This project simulates a real-world case study for PhoneNow, a telecom provider, focused on customer churn analysis and retention strategy using Power BI. The goal is to visualize patterns, identify high-risk customers, and support proactive retention decisions.

This project was completed as part of a professional upskilling challenge provided by PwC Switzerland to help learners develop strong, real-world analytics capabilities. πŸ™Œ


🎯 Objective

Customers are the heart of telecom businesses, and losing them can be costly. This dashboard was designed to:

  • Detect early signals of churn
  • Identify at-risk segments like short-tenure users or senior citizens
  • Reveal service and contract types most correlated with churn
  • Empower decision-makers with actionable visual insights

🧠 Skills Demonstrated

βœ… Power BI Dashboard Design
βœ… Power Query – Data Cleaning
βœ… DAX – KPI and Measure Calculation
βœ… Analytical Storytelling
βœ… Business-Driven Insights


πŸ› οΈ Tools & Technologies

  • Power BI Desktop
  • Power Query (ETL)
  • DAX (Data Analysis Expressions)
  • Excel (for raw dataset)
  • PDF (for brief/project brief understanding)

🧹 Data Cleaning Summary

Using Power Query, I:

  • Corrected data types and handled blanks
  • Removed duplicates
  • Created calculated columns: ChurnFlag, RiskCategory, TenureGroup
  • Formatted data for Power BI visuals

πŸ“Š Key DAX Measures

TotalCustomers = DISTINCTCOUNT('01 Churn-Dataset'[CustomerID])

ChurnRate = DIVIDE(SUM('01 Churn-Dataset'[Churn Flag]), COUNT('01 Churn-Dataset'[CustomerID])) * 100

RevenueLoss = SUMX(
    FILTER('01 Churn-Dataset', '01 Churn-Dataset'[Churn Flag] = 1),
    '01 Churn-Dataset'[MonthlyCharges]
)

RetentionRate = 100 - [ChurnRate]

HighRiskCustomers = 
CALCULATE(
    COUNTROWS('01 Churn-Dataset'),
    '01 Churn-Dataset'[RiskCategory] = "High Risk"
)

5. [🧹 Data Cleaning Summary](#-data-cleaning-summary)
6. [πŸ“Š Key DAX Measures](#-key-dax-measures)
7. [πŸ“ˆ Dashboard Walkthrough](#-dashboard-walkthrough)
   - [Page 1 – Executive Summary](#-page-1--executive-summary)
   - [Page 2 – Demographics & Behavior](#-page-2--demographics--behavior)
   - [Page 3 – High-Risk Customer Focus](#-page-3--high-risk-customer-focus)
8. [πŸ” Insights & Recommendations](#-insights--recommendations)
9. [πŸ’‘ What Should Change?](#-what-should-change)
10. [πŸ“ Project Files](#-project-files)
11. [πŸ™ Acknowledgment](#-acknowledgment)
12. [πŸ”— Let’s Connect!](#-lets-connect)

---

## πŸš€ Project Overview

This project simulates a real-world case study for **PhoneNow**, a telecom provider, focused on **customer churn analysis** and **retention strategy** using **Power BI**. The goal is to visualize patterns, identify high-risk customers, and support proactive retention decisions.

This project was completed as part of a professional upskilling challenge provided by **PwC Switzerland** to help learners develop strong, real-world analytics capabilities. πŸ™Œ

---

## 🎯 Objective

Customers are the heart of telecom businesses, and losing them can be costly. This dashboard was designed to:

- Detect early signals of churn
- Identify at-risk segments like short-tenure users or senior citizens
- Reveal service and contract types most correlated with churn
- Empower decision-makers with actionable visual insights

---

## 🧠 Skills Demonstrated

βœ… Power BI Dashboard Design  
βœ… Power Query – Data Cleaning  
βœ… DAX – KPI and Measure Calculation  
βœ… Analytical Storytelling  
βœ… Business-Driven Insights  

---

## πŸ› οΈ Tools & Technologies

- **Power BI Desktop**
- **Power Query (ETL)**
- **DAX (Data Analysis Expressions)**
- **Excel** (for raw dataset)
- **PDF** (for brief/project brief understanding)

---

## 🧹 Data Cleaning Summary

Using Power Query, I:
- Corrected data types and handled blanks
- Removed duplicates
- Created calculated columns: `ChurnFlag`, `RiskCategory`, `TenureGroup`
- Formatted data for Power BI visuals

---

## πŸ“Š Key DAX Measures

```DAX
TotalCustomers = DISTINCTCOUNT('01 Churn-Dataset'[CustomerID])

ChurnRate = DIVIDE(SUM('01 Churn-Dataset'[Churn Flag]), COUNT('01 Churn-Dataset'[CustomerID])) * 100

RevenueLoss = SUMX(
    FILTER('01 Churn-Dataset', '01 Churn-Dataset'[Churn Flag] = 1),
    '01 Churn-Dataset'[MonthlyCharges]
)

RetentionRate = 100 - [ChurnRate]

HighRiskCustomers = 
CALCULATE(
    COUNTROWS('01 Churn-Dataset'),
    '01 Churn-Dataset'[RiskCategory] = "High Risk"
)
)


## πŸš€ Project Overview

This project simulates a real-world case study for **PhoneNow**, a telecom provider, focused on **customer churn analysis** and **retention strategy** using **Power BI**. The goal is to visualize patterns, identify high-risk customers, and support proactive retention decisions.

This project was completed as part of a professional upskilling challenge provided by **PwC Switzerland** to help learners develop strong, real-world analytics capabilities. πŸ™Œ

---

## 🎯 Objective

Customers are the heart of telecom businesses, and losing them can be costly. This dashboard was designed to:

- Detect early signals of churn
- Identify at-risk segments like short-tenure users or senior citizens
- Reveal service and contract types most correlated with churn
- Empower decision-makers with actionable visual insights

---

## 🧠 Skills Demonstrated

βœ… Power BI Dashboard Design  
βœ… Power Query – Data Cleaning  
βœ… DAX – KPI and Measure Calculation  
βœ… Analytical Storytelling  
βœ… Business-Driven Insights  

---

## πŸ› οΈ Tools & Technologies

- **Power BI Desktop**
- **Power Query (ETL)**
- **DAX (Data Analysis Expressions)**
- **Excel** (for raw dataset)
- **PDF** (for brief/project brief understanding)

---

## 🧹 Data Cleaning Summary

Using Power Query, I:
- Corrected data types and handled blanks
- Removed duplicates
- Created calculated columns: `ChurnFlag`, `RiskCategory`, `TenureGroup`
- Formatted data for Power BI visuals

---

## πŸ“Š Key DAX Measures

```DAX
TotalCustomers = DISTINCTCOUNT('01 Churn-Dataset'[CustomerID])

ChurnRate = DIVIDE(SUM('01 Churn-Dataset'[Churn Flag]), COUNT('01 Churn-Dataset'[CustomerID])) * 100

RevenueLoss = SUMX(
    FILTER('01 Churn-Dataset', '01 Churn-Dataset'[Churn Flag] = 1),
    '01 Churn-Dataset'[MonthlyCharges]
)

RetentionRate = 100 - [ChurnRate]

HighRiskCustomers = 
CALCULATE(
    COUNTROWS('01 Churn-Dataset'),
    '01 Churn-Dataset'[RiskCategory] = "High Risk"
)

πŸ“ˆ Dashboard Walkthrough

πŸ”Ή Page 1 – Executive Summary

  • KPI cards for Total Customers, Churn Rate, Monthly Revenue Loss
  • Churn by Contract, Internet Services, Payment Methods
  • Monthly trend line
Screenshot 2025-04-08 2222

πŸ”Ή Page 2 – Demographics & Behavior

  • Churn patterns by Senior Citizen, Partner, Dependent
  • Internet and support services usage
Screenshot 2025-04-08 3333

πŸ”Ή Page 3 – High-Risk Customer Focus

  • Dynamic table of high-risk profiles
  • Filters to slice by service and customer demographics
Screenshot 2025-04-08 4444

πŸ” Insights & Recommendations

  • Month-to-month customers churn more than others β€” consider loyalty incentives
  • Customers without tech support are highly likely to leave
  • Short-tenure (≀ 6 months) customers are most at risk β€” target them early
  • Senior citizens show different patterns β€” tailor outreach accordingly

πŸ’‘ What Should Change?

  • Shift from reactive retention to predictive retention using insights like "RiskCategory"
  • Integrate churn scores into CRM tools
  • Enhance customer support and bundled services

πŸ“ Project Files

  • πŸ“Š Customer Call Analysis.pbix – Interactive Power BI report
  • πŸ“„ 02 Churn-Dataset.xlsx – Dataset used
  • πŸ“ƒ PhoneNow inputs.pdf – Project brief

πŸ™ Acknowledgment

Big thanks to PwC Switzerland for designing this realistic telecom analytics task to boost practical learning. It sharpened my Power BI, data storytelling, and business decision-making skills. πŸ’ΌπŸ“Š


πŸ”— Let’s Connect!

πŸ“§ *jmercy306@gmail.com *
πŸ”— LinkedIn


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A Power BI case study analyzing customer churn and retention for a telecom client, with insights developed from raw data and business requirements provided by PwC Switzerland. This project highlights key KPIs, visual storytelling, and proactive churn risk strategies.

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