Power BI

• Introduction

  • Overview of Basic Sales Analytics Session
  • Bird-eye view of Sales Data
  • Getting Started with Power BI
  • Get Data in Power BI and Develop Relationships
  • Develop Key Calculation Table and Calculate Total Sales
  • Develop Dates Table
  • Calculate Total Cost and Total Profits
  • Calculate Total Unit Sold, Total Products and Profit Margin Percentage
  • Dashboard – Page Background with Title and key cards
  • Dashboard – Slicer of Years and Quarter
  • Dashboard – Total Sales by Location, Dates and Salesperson
  • Dashboard – Product-wise Sales with Map and Review of Sales Performance

• Intermediate Sales Analytics Session

  • Overview of Intermediate Sales Analytics Session
  • Introduction of Intermediate Sales Analytics
  • Product Insight – Calculate Top 5 Products
  • Product Insight – Calculate Year on Year (YoY) Sales Growth
  • Product Insight – Calculate Product Group Table and place it accordingly
  • Product Insight – Create Scatter Chart with Product Growth Groups
  • Product Insight Dashboard – Product Table Visualization
  • Product Insight Dashboard – Scatter Chart and Top Products
  • Product Insight Dashboard – Final Visualization and Product Review
  • Customer Insight – Calculate Top 5 Customers
  • Customer Insight – Time Intelligence Calculations
  • Customer Insight – Customer Ranking in the Scatter Chart
  • Customer Insight Dashboard – Final Visualization and Customer Review
  • Sales Summary Dashboard – Final Visualization and Sales Review
  • Sales Budget – Overview and Utilization of Time Intelligence Technique
  • Sales Budget – Budget Formula and Final Visualization

• 1. Introduction
• 2. Basic Sales Analytics
• 3. Intermediate Sales Analytics

• Lab Instructions:

  • Click here 

   

• Dataset

  • Dataset for Training [Clean]
  • Training Dataset
  • Johnson Stores

   

• Additional Files

  • Power BI Date Table code

Delicious Pizza

Sample Dashboard:

Dataset:

• Download Delicious Pizza_Practice Data Files.

Dataset:

• Download Financial-Data Files.

Hints:

Transformation:

• Check all data type 
• Create Date table 
• Create New Measurements
  • Total Sales [Sum of Sales]
  • Total Margin [Sum of Profit]
  • Total COGS [Sum of COGS]
  • Sales vs COGS [Total Sales – Total COGS]
  • Profit % [Total Margin / Total COGS]
  • Average Order [Total Sales / Total Number of Row*(use COUNTROWS Function)]

Modeling : 

• Create Relationship between Financial & Date table

Your manager wants to see a report on your latest sales figures. They’ve requested an executive summary of:

• Which month and year had the most profit?
• Where is the company seeing the most success (by country)?
• Which product and segment should the company continue to invest in?
• Top 2 profitable Products.
• What is the Total sales without discount?
• Find Country-wise Sales %.
• What is the Product-wise Profit Margin % ?
• What is the Year to Date Sales Value?
• Need to find YoY Sales Growth

Note: 

• Montana product was discontinued last month. 
• All Segment Name Need to show in Uppercase

Dataset:

• Download Simple Financial Data File.

• Power BI Best Practices Tips and Tricks
• PowerBI200630
• DAXFunctions200116

Book

• Storytelling with Data

Blog Links for Choosing Right Chart

• https://learn.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-types-for-reports-and-q-and-a
• https://eazybi.com/blog/data-visualization-and-chart-types
• https://extremepresentation.typepad.com/files/chart-chooser-2020.pdf
• https://mindmajix.com/power-bi-visualization-types