PROJECTS
Power BI Adventure Works Project
Skills and techniques used
Importing data, Excel CONCAT function, power query, data modeling, DAX, dashboard creation, filters and slicers, visualizations (donut chart, column charts, map charts, tree map, bar charts, matrix), drill down
STEPS
1. I import the CSV files that I extracted in the SQL part of the project.
2. I opened the Internet sales CSV file in Excel and broke down the DateKey column into a date column using CONCAT, LEFT, MID and RIGHT
functions. I did this to make it easier for connecting this table to the date table later.
And once I imported it into Power BI I used power query to add day, day name, month and month name columns to this table.
3. After that I used data modeling to connect the Date Table, Product Table and Customer Table to the Internet Sales Table.
4. Next I created a few calculations that I can later use in my dashboard. I calculated the sum of sales, count of sales and the average
sales.
I also created a new table just to store my measurements so that they are easier to find.
5. I also updated the City column in the Customer Table to the City Data Category so I can later use it in a specific visualization.
6. I later started creating a dashboard where I added a text box to state the name of the dashboard “SALES OVERWIEV”.
And I added slicers so that the dashboard can be filtered by City, Product Category and Subcategory, Product Name, Year and Month Name.
7. In the next step I added 2 Card visuals. 1 representing the total sales amount and the other a sales count.
I also added a Donut Chart visual that represents the total amount of sales by category. I also made it possible to drill down on the
data by double clicking on the chart and driling to subcategories.
8. Next I added 2 Clustered Bar Charts. 1 representing the top 10 Products sold by product count and the other representing top 10
Customers by sales amount.
After that I also added a map chart that represents cities by sales amount.
9. I next created a Category Overview dashboard where you can see more specific details on categories. This dashboard includes:
– 2 Cards, one representing the total sales of the category and the other total amount of items sold
– A line chart representing amount in sales for the selected year for each month
– A tree chart showing all the subcategories of the selected category and the amoung of sales
– A matrix visual showing specific amount made per product per month
– A column chart representing the amount of units sold per subcategory
– Slicers for year, month and category
10. I also created a Customer Overview dashboard. This dashboard includes:
– 2 Cards, one representing the total sales of the category and the other total amount of items sold
– A matrix visual represenring each customer and the amounts of sales to them by month
– A top 10 customers by sales clustered bar chart
– A map visual that shows the customer count per location (city)
– Slicers for year, month, product name, category, subcategory and city
