Sales Analytics (Power- BI)

 

✅ 1. Get Your Data

• Open Power BI Desktop.

• Click Home → Get Data → Excel/CSV/SQL Server/Web, depending on your data source.

• Load your sales data file (e.g., Excel file with Orders, Customers, Products tables).

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✅ 2. Clean and Transform Data (Power Query Editor)

• Click Transform Data to open the Power Query Editor.

• Perform basic data cleaning:

  • Remove nulls or errors.

  • Rename columns for clarity.

  • Change data types (e.g., Date, Currency).

  • Create new columns if needed (e.g., Year, Month, Profit = Sales - Cost).

• Click Close & Apply.

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✅ 3. Create Data Model

• Use the Model View to build relationships between tables:

  • Orders → Customers (CustomerID)

  • Orders → Products (ProductID)

  • Orders → Regions (RegionID)

• Ensure relationships are one-to-many and directional flow is correct.

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✅ 4. Build Calculated Columns & Measures (DAX)

Examples:

DAX
Total Sales = SUM(Orders[Sales])
Total Profit = SUM(Orders[Profit])
Profit Margin = DIVIDE([Total Profit], [Total Sales])

You’ll use these measures in your visuals.

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✅ 5. Design the Report Page

Drag visuals onto the canvas:

• Card for KPIs (Total Sales, Profit, Margin).

• Line Chart for sales trend over time.

• Bar Chart for sales by category/product.

• Map or Filled Map for sales by region.

• Donut/Pie Chart for sales by segment.

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✅ 6. Add Slicers for Interactivity

• Add Slicers (dropdown filters) for:

  • Date

  • Category

  • Country/Region

This lets users interact with the data.

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✅ 7. Format the Report

• Use consistent colors (corporate branding or default themes).

• Rename visuals and axes.

• Enable data labels, titles, tooltips.

• Align and size visuals neatly.

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✅ 8. Publish to Power BI Service

• Save the file (.pbix).

• Click Publish → Power BI Service.

• Choose your workspace.

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✅ 9. Create Dashboard (Optional in Power BI Service)

• Pin visuals to a new dashboard.

• Share it with your team or manager.

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✅ 10. Schedule Refresh (Optional)

• In Power BI Service, set up refresh frequency if using cloud-based or dynamic sources.