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MYSQL query document

The document outlines a comprehensive bank loan report query, detailing key performance indicators (KPIs) such as total loan applications, funded amounts, and interest rates. It includes SQL queries for monthly and previous month-to-date (PMTD) statistics, as well as breakdowns by loan status, state, term, employee length, purpose, and home ownership. Additionally, it highlights the ability to apply filters for more specific data analysis.

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Danish Alam
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8 views

MYSQL query document

The document outlines a comprehensive bank loan report query, detailing key performance indicators (KPIs) such as total loan applications, funded amounts, and interest rates. It includes SQL queries for monthly and previous month-to-date (PMTD) statistics, as well as breakdowns by loan status, state, term, employee length, purpose, and home ownership. Additionally, it highlights the ability to apply filters for more specific data analysis.

Uploaded by

Danish Alam
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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BANK LOAN REPORT QUERY DOCUMENT

A. BANK LOAN SUMMARY


-- Key Performance Indicators (KPIs) Requirements:
Total Loan Applications
SELECT COUNT(id) AS Total_Applications FROM bank_loan_data

MTD Loan Applications


SELECT COUNT(id) AS Total_Applications FROM bank_loan_data
WHERE MONTH(issue_date) = 12

PMTD Loan Applications


SELECT COUNT(id) AS Total_Applications FROM bank_loan_data
WHERE MONTH(issue_date) = 11

Total Funded Amount


SELECT SUM(loan_amount) AS Total_Funded_Amount FROM bank_loan_data

MTD Total Funded Amount


SELECT SUM(loan_amount) AS Total_Funded_Amount FROM bank_loan_data
WHERE MONTH(issue_date) = 12

PMTD Total Funded Amount


SELECT SUM(loan_amount) AS Total_Funded_Amount FROM bank_loan_data
WHERE MONTH(issue_date) = 11
Total Amount Received
SELECT SUM(total_payment) AS Total_Amount_Collected FROM bank_loan_data

MTD Total Amount Received


SELECT SUM(total_payment) AS Total_Amount_Collected FROM bank_loan_data
WHERE MONTH(issue_date) = 12

PMTD Total Amount Received


SELECT SUM(total_payment) AS Total_Amount_Collected FROM bank_loan_data
WHERE MONTH(issue_date) = 11

Average Interest Rate


SELECT AVG(int_rate)*100 AS Avg_Int_Rate FROM bank_loan_data

MTD Average Interest


SELECT AVG(int_rate)*100 AS MTD_Avg_Int_Rate FROM bank_loan_data
WHERE MONTH(issue_date) = 12

PMTD Average Interest


SELECT AVG(int_rate)*100 AS PMTD_Avg_Int_Rate FROM bank_loan_data
WHERE MONTH(issue_date) = 11

SELECT AVG(dti)*100 AS Avg_DTI FROM bank_loan_data


MTD Avg DTI
SELECT AVG(dti)*100 AS MTD_Avg_DTI FROM bank_loan_data
WHERE MONTH(issue_date) = 12

PMTD Avg DTI


SELECT AVG(dti)*100 AS PMTD_Avg_DTI FROM bank_loan_data
WHERE MONTH(issue_date) = 11

GOOD LOAN ISSUED


Good Loan Percentage
SELECT
(COUNT(CASE WHEN loan_status = 'Fully Paid' OR loan_status = 'Current' THEN
id END) * 100.0) /
COUNT(id) AS Good_Loan_Percentage
FROM bank_loan_data

Good Loan Applications


SELECT COUNT(id) AS Good_Loan_Applications FROM bank_loan_data
WHERE loan_status = 'Fully Paid' OR loan_status = 'Current'

Good Loan Funded Amount


SELECT SUM(loan_amount) AS Good_Loan_Funded_amount FROM bank_loan_data
WHERE loan_status = 'Fully Paid' OR loan_status = 'Current'

Good Loan Amount Received


SELECT SUM(total_payment) AS Good_Loan_amount_received FROM bank_loan_data
WHERE loan_status = 'Fully Paid' OR loan_status = 'Current'
BAD LOAN ISSUED
Bad Loan Percentage
SELECT
(COUNT(CASE WHEN loan_status = 'Charged Off' THEN id END) * 100.0) /
COUNT(id) AS Bad_Loan_Percentage
FROM bank_loan_data

Bad Loan Applications


SELECT COUNT(id) AS Bad_Loan_Applications FROM bank_loan_data
WHERE loan_status = 'Charged Off'

Bad Loan Funded Amount


SELECT SUM(loan_amount) AS Bad_Loan_Funded_amount FROM bank_loan_data
WHERE loan_status = 'Charged Off'

Bad Loan Amount Received


SELECT SUM(total_payment) AS Bad_Loan_amount_received FROM bank_loan_data
WHERE loan_status = 'Charged Off'

LOAN STATUS
SELECT
loan_status,
COUNT(id) AS LoanCount,
SUM(total_payment) AS Total_Amount_Received,
SUM(loan_amount) AS Total_Funded_Amount,
AVG(int_rate * 100) AS Interest_Rate,
AVG(dti * 100) AS DTI
FROM
bank_loan_data
GROUP BY
loan_status

SELECT
loan_status,
SUM(total_payment) AS MTD_Total_Amount_Received,
SUM(loan_amount) AS MTD_Total_Funded_Amount
FROM bank_loan_data
WHERE MONTH(issue_date) = 12
GROUP BY loan_status
A. BANK LOAN REPORT | OVERVIEW
MONTH
SELECT
MONTH(issue_date) AS Month_Munber,
DATENAME(MONTH, issue_date) AS Month_name,
COUNT(id) AS Total_Loan_Applications,
SUM(loan_amount) AS Total_Funded_Amount,
SUM(total_payment) AS Total_Amount_Received
FROM bank_loan_data
GROUP BY MONTH(issue_date), DATENAME(MONTH, issue_date)
ORDER BY MONTH(issue_date)

STATE
SELECT
address_state AS State,
COUNT(id) AS Total_Loan_Applications,
SUM(loan_amount) AS Total_Funded_Amount,
SUM(total_payment) AS Total_Amount_Received
FROM bank_loan_data
GROUP BY address_state
ORDER BY address_state

sTERM
SELECT
term AS Term,
COUNT(id) AS Total_Loan_Applications,
SUM(loan_amount) AS Total_Funded_Amount,
SUM(total_payment) AS Total_Amount_Received
FROM bank_loan_data
GROUP BY term
ORDER BY term

EMPLOYEE LENGTH
SELECT
emp_length AS Employee_Length,
COUNT(id) AS Total_Loan_Applications,
SUM(loan_amount) AS Total_Funded_Amount,
SUM(total_payment) AS Total_Amount_Received
FROM bank_loan_data
GROUP BY emp_length
ORDER BY emp_length

PURPOSE
SELECT
purpose AS PURPOSE,
COUNT(id) AS Total_Loan_Applications,
SUM(loan_amount) AS Total_Funded_Amount,
SUM(total_payment) AS Total_Amount_Received
FROM bank_loan_data
GROUP BY purpose
ORDER BY purpose
HOME OWNERSHIP
SELECT
home_ownership AS Home_Ownership,
COUNT(id) AS Total_Loan_Applications,
SUM(loan_amount) AS Total_Funded_Amount,
SUM(total_payment) AS Total_Amount_Received
FROM bank_loan_data
GROUP BY home_ownership
ORDER BY home_ownership

Note: We have applied multiple Filters on all the dashboards. You can check the results for the
filters as well by modifying the query and comparing the results.
For e.g
See the results when we hit the Grade A in the filters for dashboards.
SELECT
purpose AS PURPOSE,
COUNT(id) AS Total_Loan_Applications,
SUM(loan_amount) AS Total_Funded_Amount,
SUM(total_payment) AS Total_Amount_Received
FROM bank_loan_data
WHERE grade = 'A'
GROUP BY purpose
ORDER BY purpose

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