VISVESVARAYA TECHNOLOGICAL UNIVERSITY

“JNANA SANGAMA”, BELAGAVI-590018

An internship Report On

“Sales insights using Power BI”

[18TEI85]
Submitted in partial fulfillment of 8th semester
of BACHELOR OF ENGINEERING IN
ELECTRONICS AND
TELECOMMUNICATION
ENGINEERING

Submitted By:
Divya T A
(1MV19ET014)

Under the Guidance of

Mrs. SAVITA A. HARKUDE,

Associate. Professor,
Dept of ETE, Sir. MVIT, Bengaluru.

DEPARTMENT OF ELECTRONICS AND TELECOMMUNICATION ENGINEERING

SIR M. VISVESVARAYA INSTITUTE OF TECHNOLOGY

Year 2022-2023
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 SIR M. VISVESVARAYA INSTITUTE OF TECHNOLOGY
Krishnadevarayanagar, Hunasamaranahalli, Bangalore -562157
(Affiliated to Visvesvaraya Technological University, Belgaum)
DEPARTMENT OF ELECTRONICS AND TELECOMMUNICATION ENGINEERING

Year 2022-2023

CERTIFICATE
Certified that the internship project “SALES INSIGHTS USING POWER BI”is a
bonafide work carried out by DIVYA T A(1MV19ET014) student of SIR M. VISVESVARAYA
INSTITUTE OF TECHNOLOGY in partial fulfilment of the requirements for the award of the
Degree of Bachelor of Engineering in Electronics and Telecommunication Engineering of
Visvesvaraya Technological University, Belagavi for the academic year 2022-23. It is certified that all
corrections and suggestions indicated for internal assessment have been incorporated in the report
deposited in the departmental library.
The internship project report has been approved as it satisfies the academic requirements in
respect ofproject work prescribed for the course of Bachelor of Engineering.

……………………. …………………… ……………………

Signature of Guide Signature of HOD Signature of Principal
Mrs. Savita A. Harkude Dr E. Kavitha [Link] S.G
Assoc. Prof, [Link] ETE Asst. Prof., Dept. of ETE Principle
Sir MVIT, Bengaluru Sir MVIT, Bengaluru Sir MVIT, Bengaluru

Name of the Examiner Signature with

1…………………….. 1……………………..

2…………………… 2……………………
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 CERTIFICATE OF INTERNSHIP

This is to certify that DIVYA T A whose USN is 1MV19ET014, has completed their Data
Analysis(Research Based) Internship organised and handled by Compsoft Technologies from
23rdAugust,2022 to 27thSeptember,2022.

The person to whom this certificate is addressed to has worked on a project titled Sales Insights using
Power BI, As part of the project,they designed the Power BI dashboard, demonstrated and prepared report
highlighting its flaws by understanding the design briefs and client Specifications that were provided in the
Proposal.

During the course of the internship, they demonstrated good design skills with a self-motivated attitude to
learning new [Link] performance exceeded expectations and were able to complete the project
successfully on time.

To verify this certificate,CLICKHERE

NithinKS
PROJECTMANAGER
COMPSOFT
TECHNOLOGIES
[Link]

No.363,19 thmainroad, services@[Link]

1stBlockRajajinagarBangalore-
560010
This certificate was generated using [Link]

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 DECLARATION

We hereby declare that the entire project work embodied in this dissertation has been carried out by us
and no part has been submitted for any degree or diploma of any institution previously.

Place: Bengaluru

Date:

DIVYA T A(1MV19ET014)

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 ACKNOWLEDGMENT
The satisfaction and euphoria that accompany the completion of any task would be incomplete without
the mention of the people who made it possible, whose constant guidance and encouragement ground
my efforts with success.
We consider it is a privilege to express our gratitude and respect to all those who guided us in
completion
of the project.
We express our deep sense of gratitude to our principal Prof. Rakesh S.G who provided us with an
opportunity to fulfill our desired goal.
We whole-heartedly express our sincere thanks to our beloved Head of the department, and our internal
guide Savita A. Harkude, for her support, continuous guidance and valuable inputs throughout the
duration of our project.
We also extend our gratitude to our parents, staff of ETE and our friends for their moral support and
their encouragement, which motivated us towards successful completion of the project work.

DIVYA T A(1MV19ET014)

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 ABSTRACT`
In this project we are going to build a dashboard using power bi through which we can get the data
insights from a company which will give good feedback such that it can go in a profit direction. I
mainly used the SQL workbench to check the data and then I used the power bi tool and load the data
from the SQL work bench and then we use the measures to make them into creative dashboards and
these dashboards are used in the presentation to make the company to take data driven decisions.
Keywords: SQL workbench, Power bi, database

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 Table of Contents

CERTIFICATE……………………………………………………………………………………………
DECLARATION………………………………………………………………………………………….
ACKNOWLEDGEMENT………………………………………………………………………………..
ABSTRACT……………………………………………………………………………………….

1. COMPANY OVERVIEW................................................................................................................1
1.1 About
1.2 Vision
1.3 Mission

2. INTRODUCTION...................................................................................................................... …2
2.1 Problem Statement
2.2 Scenario

3. PROJECT FLOW........................................................................................................................…4
3.1 Project planning using AIMS grid
3.2 Flowchart of project execution

4. DATA ANALYSIS USING MYSQL...............................................................................................7

4.1 Importing data to MYSQL workbench
4.2 Simple analysis of data

4.3 Primary analysis of data base running SQL statements

5. DATA CLEANING AND ETL..................................................................................................... 13

5.1 Connect MySQL with PowerBI
5.2 Loading data into PowerBI desktop
5.3 Transforming data with Power Query
5.4 Building dashboard
5.5 Publishing the Report

[Link] AND DISADVANTAGES……………………………………………..……..22

[Link] YOU……………………………………………………………………………………….

.
 SALES INSIGHTS USING POWER BI 2022-2023

COMPANY OVERVIEW

1.1] About

The race for digital transformation is on. In this globally connected on-demand world with rapid
advancements in internet technologies, businesses worldwide are under constant pressure to add innovative real-
time capabilities to their applications to respond to market opportunities.

Every business worldwide is building event-driven, real-time applications - from financial services,
transportation, and energy, to retail, healthcare, and Gaming companies.
Our endeavour is to make it easy to develop innovative real-time applications and efficient to operate them in
production.

We have a proven record of building highly scalable, world-class consulting processes that offer tremendous
business advantages to our clients in the form of huge cost-benefits, definitive results and consistent project
deliveries across the globe.

We prominently strive to improve your business by delivering the full range of competencies including
operational performance, developing and applying business strategies to improve financial reports, defining
strategic goals and measure and manage those goals along with measuring and managing them.

1.2] Vision
We are committed to going the extra mile to bring success to the clients consistently

We are dedicated to delivering the right people, solutions, and services to the clients that they require to meet
their technology challenges and business goals.

1.3] Mission
Optimizing client satisfaction with quality services

Delivering the most efficient and the best solution to our clients to every client leveraging leading technologies &
industry best practices.

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INTRODUCTION

Firstly, we take the data set of the A company and go through the tables that are there in the database and
have a overlook into that so that we can have a good picture of what are the tables that we are going to do, We
load the data set that is provided by the company and load that database manually in the MySQL workbench then
by using the commands we go across the tables that are there in the database. Secondly, we the connect the power
bi tool with the MySQL workbench with the login details and use the name of the database and load that in the
power bi. After loading the data, we clean the data with the power query editor which is obtained when we click
on the transform the data button then we clean the data using the Dax keywords and clean the data and we also
look at the redundant data if the data population is small after doing all the cleaning and wrangling of the data we
go to the next step that is the graphical representation of the data. Next, we use the measures to create the axis in
which the graph will be depending, then we edit the axis by dragging the table names to the legend blank and we
use different types of graphs according to the requirement and then we plot those graphs and edit the x and y axis
for the clear view of the data as we remove the names of the axis so that we can see the graph in a clear way.
After, doing of the we share the dashboard to the server using the work account and get the feedback from the
stake holders and then improve the dashboard such that it becomes more efficient by adding the extra features to
the dashboard, he we basically plotted the top customers and the products that are sold then how much is the
revenue in the states and we also plotted the profit margin of the states and compared the previous year revenue
with the present year revenue.

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2.1] PART 1 - PROBLEM STATEMENT

AtliQ hardware is a company in India which supplies computer hardware and peripheral devices across India
only. The have many stores across India such as surge stores, Nomad stores etc. The head office of the
company is situated in Delhi.

2.2] SCENARIO—

The sales manager of the company is facing many challenges. He is facing issues in tracking sales in
dynamically growing market. He is having issues with the insights of his business.

In order to this he has some of the regional managers in North, south and central India working for the
company. So, he calls them and ask about the insights he wants to know. They tell him about the sales in last
quarter and the growth in that quarter.

So, the problem is that the conversations that are happening are verbal. Hence, the regional managers are
sugar coating the facts and the manager of the company does not get the clear picture of the facts. Even after
knowing that the sales are declining, he cannot do anything because he does not have the clear picture of the
sales. Asking for the records the regional manager provides him with excel files. But by this he cannot figure
out small things.

All what the manager wants is a view of the weakest area the company need to focus to increase the sales and
improvise the declination. He is interested in simple, understandable and digestive insight. So, he is more
interested in a dashboard which he can go and look at the real data because data speaks the truth. All he wants
is a simple data visualization tool which he can access on daily basis.

Hence, by using such tools and technology one can make data driven decisions which helps to increase the
sales of the company.

So, in this project we will help a company make its own sales related dashboard using PowerBI.

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PART 2 - DATA DISCOVERY

3.1] Project planning using AIMS grid –

AIMS grid: It is a project management tool which consists of four components to it.

1) Purpose (what to do exactly)

2) Stack holders (who will be involved)

3) End result (what do you want to achieve)

4) Success criteria (cost optimization and time save)

In our case the end result will be the dashboard created and success criteria will be bumping up the
sales using cost optimization and save the time of the manager of the company.

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3.2] Flowchart of the project execution –

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How does the company work —

There is a team of software engineers (falcons) which owns sales management system. The records of
this system are stored in MySQL database.

The team of Data Analyst (Data masters) reaches out to the software engineers to get an access to data
base which they can use to create the dashboard in PowerBI.

In this same manner our project is going to be executed. We are going to fetch the data from the
database from company’s website and then we are going to transform and load the data in the PowerBI
to build the dashboard.

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PART 3 - DATA ANALYSIS USING SQL

Step 1: Importing Data to MySQL workbench

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 SALES INSIGHTS USING POWER BI 2022-2023
The import of data is done from an already existing MySQL file. This file has to be loaded into MySQL
workbench for further data analysis.

The following images show that the import is a success.

Step 2: Simple analysis of data by looking into different tables and reflecting garbage values

Here, we can see that the table market contains certain values which are incorrect. AtliQ hardware
company works only in India but there are some records of different non-existing cities in India.

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 SALES INSIGHTS USING POWER BI 2022-2023

Here, we can see that table transactions contain certain negative value in amount which is not possible.

Here, you can see that certain transactions are in USD. Hence, filtration of that is also needed by
converting into INR.

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Step 3: Primary analysis of data base by running different SQL statements

1. To find out how many total records are there in transaction table.

2. To find number of records in customer table.

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10
100
 SALES INSIGHTS USING POWER BI 2022-2023
3. To find out the records from transaction table with a specific market code.

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4. To find out transaction of a particular year which is joint by the date table.

Here, we are performing inner join by joining the date and year together which shows record
only of the year 2020.

5. To find out the total revenue of a particular year.

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 SALES INSIGHTS USING POWER BI 2022-2023
6. To find out the business you did in a particular city (eg. Chennai).

Here the market code of Chennai is used to get all the records. Similarly, if we want different
of any other particular city the market code of that city is used.

PART 3 - DATA CLEANING AND ETL

Step 1: We are going to connect MySQL with the PowerBI dektop

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 SALES INSIGHTS USING POWER BI 2022-2023
Here, we are using MySQL database to connect with the desktop.

Step 2: Loading the data into the PowerBI desktop

Here, we are going to load all the tables we have created in the data base. This load option will
connect with the SQL and pull all the records into power BI environment.

Looking up for model that performs star scheme

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Step 3: Transforming data with the help of Power Query

1) Performing filtration in market’s table —

When we click on the transform data option, we are directed to Power query editor. Power query editor
is where we perform out ETL. Here we can perform data transformation i.e. Data Cleaning/ Data
Wrangling/ Data Munging.

Here, we need to filter the rows where the values are null and are inappropriate.

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 SALES INSIGHTS USING POWER BI 2022-2023
So, we are filtering the data and deselecting the blank option.

This is the later output we get after filtration.

2) Performing filtration in Transaction’s Table —

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 SALES INSIGHTS USING POWER BI 2022-2023
When we run the query in the MySQL to filter some negative values and also zero values that
appears in the table, the desired output is received. Now we will perform the similar filtration in
PowerBI.

Deselecting the values, we don’t want in the table.

The result after filtration. Here, the zero values represent some garbage values which is not
possible so we need to clean that data.

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 SALES INSIGHTS USING POWER BI 2022-2023
3) Converting the currency from USD to INR in the transaction’s table —

Here the company only works in India so the USD values are not possible. So, we need to
convert those USD values into INR by using some formulas. Here we are going to form a
separate column and display the converted currency value into it.

Finding out the total values having USD as currency.

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By using the correct formula of the conversion, we have converted the USD currency into INR.

Now when we checked the filtration, we found something. Due to some reason the USD is
appearing twice. So now we will filter those values also.

Hence, all the USD values are converted into INR now.

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 SALES INSIGHTS USING POWER BI 2022-2023
PART 3 - BUILDING A DASHBOARD OR A REPORT

Dashboards/reports are created according to the requirement. What actually the company
wants to look for and what is more important for the company is taken into consideration and
then after the dashboard is created. There can be n number of variations to create a dashboard.
Generally, the dashboard should look understandable and an ease to access.

This is how the dashboard looks after formatting it completely.

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PART 4 - PUBLISHING THE REPORT

Step 1: Publishing the report to the web version of PowerBI

Step 2: Accessing the dashboard as a mobile application

Preparing the dashboard in the power BI and then publishing it on the website. By clicking on
mobile layout, we can create the mobile app view.

[Link]
bff504b2a8a5?pbi_source=desktop

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 SALES INSIGHTS USING POWER BI 2022-2023
ADVANTAGES AND DISADVANTAGES

Advantages:

1) Affordability:
One of the biggest benefits of utilizing Power BI for data analysis and visualization is that it is quite
inexpensive. Power BI Desktop is available for free. You may download it and use it on your PC to create
reports and dashboards. If you wish to leverage more Power BI services and publish your reports to the
cloud, the Power BI Cloud service solution is available for $9.99 per user per month.
2) Custom Visualizations:
Custom visualizations, or visualizations created by developers for a specific purpose, are available in Power
BI. Microsoft Marketplace has custom visuals available. You can utilize Power BI custom visuals in your
reports and dashboards in addition to the standard set of visualizations. KPIs, maps, charts, graphs, R script
visuals, and other bespoke visualizations are among the options.
3) Excel Integration:
You can also use Power BI to upload and see your data in Excel format. You may export data from a Power
BI report or dashboard to Excel by selecting, filtering, and slicing it. The same data can then be viewed in
tabular form in an Excel spreadsheet by opening Excel. In other words, the Excel connectivity feature in
Power BI allows users to see and deal with the raw data behind a Power BI representation.
4) Data Connectivity:
Another significant benefit of using Power BI as your data analysis tool is the ability to input data from a
variety of sources. It connects data files (such as XML and JSON), Microsoft Excel, SQL Server databases,
Azure sources, cloud-based sources, and web services like Google Analytics and Facebook, among others.
5) Power BI Embedded:
Another advantage of Power BI is Power BI Embedded. An app developer can use this solution to integrate
or include Power BI reports and capabilities in web-based or other apps. We may embed Power BI
visualizations and reports into emails or web pages to broaden the reach of the tool.

Disadvantages:
1) Table Relationships:
Power BI excels at handling simple table relationships in a data model. However, if there are intricate
interactions between data, such as several links between tables, Power BI may not be able to manage them
well.
2) Crowded User Interface:
Users frequently complain about Power BI’s cluttered and unwieldy user interface. It’s in the sense that
there are numerous symbols of options that obscure the dashboard or report view. The majority of
consumers desire the user interface or report canvas had fewer icons and options.
3) Handling Large Data Volumes
The maximum amount of data that Power BI can absorb at one time is about 2 GB. If you want to import
and use even more data, you’ll need to upgrade from the free edition to the paid version of Power BI. Users
have also reported that when processing millions of rows and columns of data, Power BI takes a little longer
than usual or even hangs.
4) Complex to Understand and Master:
If you just want to import data and create reports, Power BI is usually the easiest BI application to use.
However, Power BI is a complete package with numerous interconnected capabilities. When you need to use
Power BI Desktop for more than just creating reports, you’ll need to learn and master a variety of different
technologies, including Gateways, Power BI Report Server, and Power BI Services.

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