Advance Sales Analytics for Decision Making with Power BI

Name: Advance Sales Analytics for Decision Making with Power BI
Rating: 4.7 (371 reviews)

Learn to discover meaningful insights from your data to boost sales especially designed for Non-IT Professionals

Created byMuhammad Kashif

Last updated 7/2024

English

What you'll learn

Build professional quality ADVANCE SALES ANALYTICS reports from ground up
Blend and transform raw data into beautiful INTERACTIVE DASHBOARDS
Showcase your skills with full scale course projects with SIX SPECIALIZED sales analytics dashboard (step by step solutions)
ARTIFICIAL INTELLIGENCE of Power BI to extract insights
Work comfortably with Microsoft Power BI
Work with large amount of data WITHOUT difficulty
Learn to use FILTERS and SLICERS to ask the MEANINGFUL questions of your data
Learn to create POWERFUL tables and matrix's of reporting data
Learn to use CUSTOM Visualizations and Themes in Power BI
SAVE huge amount of time which was previous consumed to extract same results
DYNAMICALLY interact with your data
Find insights PREVIOUSLY IT professionals could discover
Master DAX formulas and concepts
DISCOVER important Power BI tips & techniques
Use of MEASURE BRANCHING
WHAT IF PARAMETER in Reports
GROUPING TECHNIQUES for more insightful reports
VIRTUAL relationship among tables

Course content

7 sections • 44 lectures • 4h 3m total length

Introduction to Advance Sales Analytics Course2:37
Explore how Power BI empowers sales analytics for decision making with data, from basic dashboards and insights to advanced topics like cross-selling and new customer analytics with artificial intelligence.

Overview of Basic Sales Analytics Session0:51
Bird-eye view of Sales Data1:55
Explore a bird-eye view of sales data using Power BI, linking the main sales spreadsheet with customer, location, product, and salesperson data for informed decision making.
Getting Started with Power BI1:33
Get Data in Power BI and Develop Relationships3:18
Develop Key Calculation Table and Calculate Total Sales5:21
Develop a calculations table in Power BI to compute total sales, total cost, profits, and profit margin percentage by multiplying quantity by price, using sumx and related functions.
Develop Dates Table3:26
Calculate Total Cost and Total Profits3:05
Calculate total cost and total profits by applying the same functions to sales and quantity. Derive profit as sales minus cost, using dynamic figures in part b.
Calculate Total Unit Sold, Total Products and Profit Margin Percentage5:44
Dashboard - Page Background with Title and key cards4:39
Dashboard - Slicer of Years and Quarter3:18
Dashboard - Total Sales by Location, Dates and Salesperson6:23
Create and format two Power BI charts showing total sales by location and by salesperson, and a date-based line chart, including axis, titles, colors, and labels.
Dashboard - Product-wise Sales with Map and Review of Sales Performance8:50

Overview of Intermediate Sales Analytics Session0:37
Introduction of Intermediate Sales Analytics1:07
Explore intermediate sales analytics to extract deeper insights from sales data, inform the upcoming management meeting, and align the last quarter budget with performance.
Product Insight - Calculate Top 5 Products5:34
Calculate the top five products by total sales on the product insight dashboard using the top n function and the values function. Visualize the results in cards and bar charts.
Product Insight - Calculate Year on Year (YoY) Sales Growth7:17
Product Insight - Calculate Product Group Table and place it accordingly5:58
Create a Power BI product group table that classifies items as strong, average, or weak by year on year sales growth and uses a DAX formula with selected values.
Product Insight - Create Scatter Chart with Product Growth Groups4:42
Product Insight Dashboard - Product Table Visualization5:52
Build a product insight dashboard in Power BI by creating slicers for year and quarter, designing a product table visualization, and applying conditional formatting to highlight sales growth across years.
Product Insight Dashboard - Scatter Chart and Top Products4:22
Product Insight Dashboard - Final Visualization and Product Review6:24
Customer Insight - Calculate Top 5 Customers3:32
Customer Insight - Time Intelligence Calculations5:35
Create a customer insight dashboard with year-on-year sales and profit growth and profit margin, using time intelligence calculations like same period last year to compare this year with last year.
Customer Insight - Customer Ranking in the Scatter Chart8:25
Explore customer ranking techniques in Power BI by building a customer group table, applying RankX on total sales, and visualizing margins and profits in an interactive scatter chart.
Customer Insight Dashboard - Final Visualization and Customer Review4:59
Sales Summary Dashboard - Final Visualization and Sales Review9:51
Sales Budget - Overview and Utilization of Time Intelligence Technique3:57
Sales Budget - Budget Formula and Final Visualization9:53

Overview of Advance Sales Analytics Session0:59
Scenario 1 - Find out the Basket of Products4:29
Scenario 2 - Find customers purchasing products more than one time7:59
Power BI uses summarize to measure repeat purchases by product, showing total transactions and distinct customers; for product 1, 214 customers, 37 bought it more than once, with date filters.
Scenario 3 - Find New Customers14:35
Scenario 4 - Find cross selling opportunities 1 of 24:02
Scenario 4 - Find cross selling opportunities 2 of 212:56
Scenario 5 - Find the Customer Group with more YoY Sales Growth11:00
Scenario 6 - Find the Product sales trends overtime4:51
Scenario 7 - Find Salespersons which are growing their Profits Margin6:35
AI Visual - Decomposition Tree6:58
AI Visual - Key Influencer4:36

Requirements

Microsoft Power BI Desktop (free download)
Absolutely no prior experience in Power BI is required as we will start from scratch

Description

According to Mckinsey in their report on “Unlocking the Power of Data in Sales,” they have identified that over 53 % of the High Performing sales organizations are those who are effectively using their data analytical skills to boost sales. They have used techniques like cross-selling opportunities or new customer analytics during the process. And we will do exactly the same in this course.

The digital universe is expanding with the passage of every day and organizations or persons who have the ability to utilize data analytics skills will have a competitive advantage by responding to the business challenges more quickly, more rigorously, and more successfully than their competitors.

This course is a perfect one-stop-shop for those of you who like to peruse a career in data analytics, business analytics, or Financial analysis. You will acquire practical skills that will turn you into a highly skillful talent which will be invaluable for your future career. Get excited as you have come to the right place at the right time.

This is one of the few courses on this topic that will equip you for detailed insights into sales analytics where we will start from very basics like how to install Power BI getting data into Power BI, develop a relationship among tables. We look forward to having you on our course as we learn and explore the incredible power of Microsoft Power BI for:

Specialized Sales Analytics Insights
Product Insights, Customers Insights and Salespersons Insights
Prepare Sales Budgets
Artificial Intelligence of Power BI to extract insights
Specialized scenarios related to sales and their respective solutions in Power BI.
Discover real-life situations like cross-selling opportunities and new customer analytics
Basic to Advanced DAX calculations
Measure Branching
What if Parameter in Reports
Grouping Techniques
The virtual relationship among tables
Use of variables in DAX
Harness the real analytical power behind Power BI
Develop high-quality reporting solutions
Produce comprehensive insights that really create value
Using Custom visualizations and themes

The course material includes:

45 video lectures of more than 4 hours
10 PBIX (Power BI) files
7 PDF lectures
1 PDF file of all DAX functions
2 specialized txt codes
1 Dataset in excel
1 JSON files

Who this course is for:

Business, finance and sales professionals who want to extract insights from sales data
Students who want to pressure career as data analytics, business or financial analyst
Excel users who want to learn how to create professional reports in Power BI related to sales.

Who this course is for:

Sales professionals who want to extract insights from sales data for better decision making
Students who want to pressure career as data analytics, business or financial analyst
Data analytics, business or financial analyst who wants to learns sales analytics
Excel users who want to learn how to create professional reports in Power BI related to sales.

Advance Sales Analytics for Decision Making with Power BI

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 3min

Basic Sales Analytics Session12 lectures • 48min

Intermediate Sales Analytics Session16 lectures • 1hr 28min

Advance Sales Analytics Session11 lectures • 1hr 19min

Introduction to Power BI and DAX2 lectures • 10min

Final Project1 lecture • 8min

Bonus Lecture1 lecture • 7min

Requirements

Description

Who this course is for: