Microsoft Power BI 

Beginner to Intermediate

  • 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

Delicious Pizza

Sample Dashboard:





  • 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


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



Intermediate to Advance

  • Module 1 Design a Data Model in Power BI

    • Introduction to Data Modeling
    • Working with Tables
    • Dimensions and Hierarchies

    Module 2 Create Model Calculations using DAX in Power BI

    • Introduction to DAX
    • Real-time Dashboards
    • Advanced DAX

    Module 3 Optimize Model Performance

    • Optimize the data model for Performance
    • Optimize DirectQuery Models

    Module 4 Create Reports

    • Design a Report
    • Enhance the Report

    Module 5 Create Dashboards

    • Create a Dashboard
    • Real-time Dashboards
    • Enhance a Dashboard

    Module 6 Perform Advanced Analytics

    • Advanced Analytics
    • Data Insights Through AI Visuals

    Module 7 Create and Manage Workspaces

    • Creating Workspaces
    • Sharing and Managing Assets

Delicious Pizza

Sample Dashboard: