Advance Sales Analytics for Decision Making with Power BI

Install Power BI, build basic sales analytics by creating relationships, compute profit, profit margin, and cost, and develop a simple but dynamic interactive dashboard accessible with a click.

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.

Install power bi, connect to pre-reviewed sales data, and build relationships to start analyzing the data for insights using this world-leading business intelligence tool.

Import data from Excel and other sources into Power BI, transform data, set first row as header, and build relationships among tables like customers, salespeople, and products to enable analysis.

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 a dates table in Power BI to enable dynamic date ranges, link sales and GST data, and set a 2015–2020 financial year for upcoming cost and profit calculations.

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.

Learn to calculate total unit sold, total products, and profit margin percentage in Power BI using distinct counts and divide functions, and build an interactive sales analytics dashboard.

Build an interactive Power BI dashboard by arranging six metric cards, including total sales and profit margin, with a dark blue page background and bold, white titles for clarity.

Create and customize slicers in Power BI dashboards to filter by year and quarter, format visuals with white backgrounds and dropdowns for clear, interactive decision making.

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.

Explore building a product-wise sales dashboard in Power BI, combining tables, maps, and conditional formatting to analyze margins, total sales, and performance trends.

Master intermediate sales analytics in Power BI by applying looping techniques and day intelligence functions to build a single, insightful dashboard with ranking techniques, articulating the next year's sales budget.

Explore intermediate sales analytics to extract deeper insights from sales data, inform the upcoming management meeting, and align the last quarter budget with performance.

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.

Compute year-on-year sales growth in Power BI using time intelligence functions. Calculate last year's sales, the year-over-year difference, and the growth percentage to support decision making.

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.

Plot a scatter chart of profit margin and total sales, with product names in details and growth groups in the legend, to identify strong and weak products using a filter.

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.

Complete the product insight dashboard by finalizing the scatter chart visualization, configuring white labels and fonts, adjusting the background, applying the slicer, and adding the title and additional charts.

Finalize the product insight dashboard by adding a title and two charts, configure total sales and year-on-year growth, and enable interactive filters for year and quarter in Power BI.

create a top five customers visualization in the dashboard by duplicating the product view and selecting the customer name, and outline calculations for sales, profit, and margin growth.

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.

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.

Complete the customer insight dashboard for presentation by applying formatting and conditional formatting to highlight growth and profit margins across customers and periods like 2017 Q1.

Build and customize a dynamic sales summary dashboard in power bi, integrating customer insight, product insight, and top 5 salesperson views to reveal total sales, profits, and margins.

Develop a budgeting page in Power BI with a table and slicer, using time intelligence to analyze year-over-year sales growth and last-year totals for dynamic budgets.

Finalize the 2019 sales budget using 2018's 45 percent growth and build a dynamic Power BI dashboard showing budget by product, salesperson, and location with a 2019 slicer.

Explore scenario-based analytics to uncover customer needs, cross-sell opportunities, and product sales trends, while evaluating sales growth and Power BI features like decomposition tree and key influencers.

Discover how to find a customer's basket of products and identify the unique items purchased using Power BI in advanced sales analytics.

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.

Identify new customers in Power BI by analyzing first-time and returning buyers within 120 days, using what-if parameters, calculate tables, and the except function to compare with prior customers.

Explore cross selling opportunities by analyzing product co-purchases within a time period. Build identical product lists and identify customers who bought one product and both to boost sales.

Identify cross selling opportunities in Power BI by building customer sets and intersecting product purchase lists, using advanced metrics, conditional formatting, and context-driven visuals to reveal high-potential product pairs.

Identify the customer group with the strongest year on year sales growth by analyzing total sales across premium, standard, and nominal lines using growth grouping formula and a scatter plot.

Analyze product sales trends over time in Power BI by calculating last year and last month sales, computing month-over-month percent change, and using slicers for salesperson and location.

Identify the top five salespersons by growth in profit margins using Power BI, comparing last quarter to previous periods and filtering by year 2016–2018 to drive performance rewards.

Explore Power BI's AI visual decomposition tree to analyze total profit by year, location, product, and sales person, using slicers and high-value insights for decision making.

Explore how the ai visual key influencer in Power BI analyzes drivers of total sales, using location, product name, origin, price, and top segments to reveal influences.

Explore Power BI basics, including connecting to data sources, building data models and relationships, creating reports and visuals, applying filters, and installing the tool from Microsoft Store.

Take a bird eye view of data analysis expression (DAX) and learn about measures, calculated columns, objects, functions, and operators used in Power BI, Excel, and analysis services.

In this final project, build a Power BI salesperson dashboard that shows units sold, average order value, transactions, customers, profit margin, sales growth, and a location map across 2015–2018.

Master advanced visualization techniques in Power BI by creating a custom theme, extracting color palettes from images, and applying them to dashboards to enhance sales analytics.