Supply chain analytics using Power BI – the ultimate guide

Explore supply chain analytics with Power BI by mastering business intelligence fundamentals, data modeling, DAX, visuals, and collaborative reporting across desktop, service, and mobile, with real-world case studies.

Explore how business intelligence unifies data sources through ETL into a data warehouse, enabling reporting and dashboards shared via Power BI across devices.

Explore how Power BI consolidates, analyzes, visualizes, and distributes data into dynamic dashboards. Uncover seven reasons to choose Power BI, from easy connectivity and data governance to security.

Explore the three Power BI apps—desktop, service, and mobile—and the workflow: develop in desktop (data prep, modeling, viz), publish to service, then view on mobile.

Install Power BI Desktop via the Microsoft Store or the Power BI website; the store auto-updates with no admin access, while website installs are manual and may need administrator privileges.

Change the language in Power BI by adjusting regional settings in the global options, selecting English for display and model language, saving, and restarting apps if needed.

Explore Power BI desktop interfaces, connect and prepare data, and build an interactive report with diverse visuals. Compare import, direct query, composite, and live connection storage modes for scalable analytics.

Connect data in Power BI using the Get Data feature to access internal and external sources, including Excel, CSV, SQL, Azure, Snowflake, Oracle, SharePoint, and web or social data.

Connect to an Excel workbook in Power BI, load the warehouse dimensions table, and review the navigator before loading or transforming data with Power Query.

Transform data in Power BI by renaming tables, applying Power Query steps with M language, and using DAX to create measures and columns.

Explore creating columns in Power BI from examples, merge plant code and city with text.combine, build custom columns with if conditions, and apply trimming to remove spaces for clean results.

Explore data quality and profiling in Power BI by using column quality and column profile to assess valid, error, and empty values, plus distribution and statistics for stock valorisation.

Connect to a folder as a data source in Power BI, load and combine multiple extractions with Power Query Editor, then clean and transform data before loading.

Explore how data models in Power BI link tables via primary and foreign keys, handle many-to-one, one-to-one, and many-to-many cardinalities, and visualize plant, stock, and valuation data.

Explore the two main Power BI table types: fact tables with numerical measures like sales and revenue, and dimension tables with attributes for products, customers, and warehouses.

Explore data models: star and snowflake schemas organize facts and dimensions with measures and attributes. Constellation schemas link multiple star schemas through shared dimensions in regional sales scenarios.

Master filter flow in Power BI by contrasting one-way and two-way cross-filtering, and learn how upstream region keys drive accurate region-level totals across related tables.

Load an Excel workbook in Power BI, validate relationships between deliveries, country region, and blocked parts, and use both cross-filter direction to align region data.

Design a Power BI data model by creating relationships, merging columns to form unique IDs from plant code and material, and using transform data for clean stock valorization.

Explore merging in Power BI by joining two tables on matching columns using left outer, right outer, inner, and full outer joins, plus learn about append queries.

Learn to append queries in Power BI to concatenate rows from two or more tables into a single table, aggregating headers to form the new schema when headers differ.

learn the DAX language for power bi, compare calculated columns and measures, understand intellisense support, and how static vs dynamic calculations drive visuals.

Explore DAX functions by category in Power BI, covering math and statistics, logical, text, filter, and date and time functions with practical examples like sum, if, calculate, and datesadd.

Explore Power BI math and statistics functions, including sum, average, max, min, and division behavior, plus iterator functions sumx, averagex, maxx, rankx, countx, and countrows syntax.

Learn how to use if, switch, and the false function in Power BI for supply chain analytics to evaluate conditions and map values, with month-to-month examples and 200k sales threshold.

Explore text functions in Power BI, including concatenate, format, left, mid, right, upper, lower, len, search, replace, repeat, substitute, trim, and unichar to manipulate and analyze text strings.

Explore common Power BI filter functions—calculate, filter, all, allexcept, related, distinct, values—and learn how they modify filter context to drive calculations.

Learn Power BI date and time functions, including datediff, yearfrac, and date parts, plus time intelligence tools like datesytd and datesqtd to compute the cumulative sales total.

Learn to compute stock value from stock quantity and price per piece in Power BI, bring it into the stock table, and build DAX measures for stock trend and stock variation.

Explore visualizing data in Power BI by designing desktop and mobile report layouts, selecting visuals from charts, tables, maps, and slicers, and using interactive filtering and drill-down across visuals.

Builds Power BI visuals for a supply chain wc report, including line charts of stock value, a ribbon chart by plant, and a matrix by country and city with slicers.

Explore layout design and conditional formatting in a working capital report in Power BI, applying themes, data labels, color adjustments, and rule-based background and font colors to highlight stock value.

Publish and share Power BI reports and dashboards via Power BI service from Power BI Desktop in the cloud, collaborate with teammates, and manage licenses, access, and data refresh.

Publish your Power BI report to a workspace using the upload button, choose a collaborative workspace, and save to share and visualize data across OneDrive or SharePoint.

Switch data sources from local files to SharePoint and OneDrive to enable automatic refresh in Power BI, then publish reports to the Power BI service.

Schedule an automatic refresh for a Power BI report in the workspace, and take over the dataset. Configure daily or weekly timing and note pro and premium license limits.

Learn to connect to Snowflake or SQL Server and import data using SQL statements, configure the warehouse, and write queries to filter large datasets before loading into Power BI reports.

Explore using Power BI mobile to view published reports on smartphones, navigate workspaces, compare desktop and mobile layouts, and auto-create responsive mobile views for monthly working capital results.

Create a mobile view in Power BI by switching to mobile layout, auto-generating or dragging visuals, applying conditional formatting, and publishing updates to the service.

Explore the Power BI mobile app to view a working capital and SharePoint connection report, filter by material family, plant, and stock category, and observe cross-visual interactions and stock totals.