DAX / Power BI - Customer and Sales Analysis Deep Dive

In this lecture we build a report showing total sales and new customer sales on a daily and monthly basis

In this lecture we will show a technique for calculating total, new, returning and lost customer counts

In this lecture we present a different way of showing new customer sales by listing each customer, the first time they made a purchase and the amount of the purchase. A common business scenario.

In this lecture we discuss a very interesting customer analysis technique known as cohort analysis

In this lecture we do a couple more and different ways of performing cohort analysis

In this lecture we show a technique for determining how many customers are making multiple purchases of a product

We are building on what we created in the prior lecture to add some more requested functionality to our multiple purchases report

It can be very useful to know which product a customer first purchases and how much of it he/she purchases. In this lecture we show you an approach for doing this.

In this lecture we talk about a very useful and interesting technique of calculating top purchasers of a product. And, it doesn't always have to be a customer, as we will see.

There is nothing complicated in this lecture but we do show you how important it can be to show what unique products a customer has purchased.

Nothing complex in this lecture but the report that is produced can be extremely valuable to a customer

In this lecture we show how to segment sales data. In this case, by the number of orders placed by each customer.

We start off this section with an easy concept. This is a very important and useful analysis and very simple to set up.

It is often very useful to see trends in sales vs. trends in profit margins. In this lecture we show how to create such an analysis

In this lecture we show a very interesting and useful technique for dynamically displaying the top N sales people for each store location.

In this lecture we demonstrate the very useful technique of ranking sales on multiple columns, specifically, on year and product category.

Power BI has the ability to perform time series forecasting of data to give a business an idea of what their sales (or profits) might be in the future. In this lecture we see how this works.

In this lecture we talk about the Pareto Principle and we see how well it works with our sales data.

Cross-selling analysis is a powerful tool to determine what similar products customer are purchasing.

In this lecture we demonstrate some simple clustering analysis that allows you to see patterns in your sales data.

In this lecture we show a simple technique for showing the top sales for a number of different categories of data. The technique is simple, the report is powerful.

Project description

In this lecture we go through our approach for creating the project