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Power BI Sales Dashboard Tutorial

This document outlines a tutorial on creating a Sales Dashboard using Power BI, detailing steps for data import, transformation, and visualization. It includes instructions for creating various visuals such as matrices, cards, and charts, as well as adding slicers and filters. Additionally, it provides a link for learning about different visual types in Power BI.

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Divya Sharma
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8 views3 pages

Power BI Sales Dashboard Tutorial

This document outlines a tutorial on creating a Sales Dashboard using Power BI, detailing steps for data import, transformation, and visualization. It includes instructions for creating various visuals such as matrices, cards, and charts, as well as adding slicers and filters. Additionally, it provides a link for learning about different visual types in Power BI.

Uploaded by

Divya Sharma
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Tutorial 7

Visualizations
Visualizations (known as visuals for short) display insights that have been discovered in the data. A Power BI report might have a single page with one visual or it might have pages full of visuals

To learn about the visual types click on the below link:-

[Link]
Tutorial 7

Project 2 – Sales Dashboard


• Import data from a folder containing multiple excel file into Power BI and compile them in the PB application - Extract
• Import the mapping file from the excel sheet (i.e. Product Mapping, Region Mapping, Category Mapping, Currency Table and Period Table) - Extract
• Validate the field and data type for all the tables – Transformation
• Load the date into the report window - Loading
• Create a relationship between all the tables – Modelling
• Create a new Table named as “SD_Calendar” for Order Date and Link this table to a SD_SalesData Tbl - Modelling
• Import a theme using switch theme option in Power BI – View >> Browse for themese >> select the file
• Create a Matrix showing Product Category, Product Sub Category wise Sales, Profit , Profit %, Sales Vs LY, Profit Vs LY - Visualization
• Change the Matrix values using Slicer for CM, L3M, YTD,YTG, Full Year, MAT, Fiscal Year - Visualization
• Add currency slicer to convert values into SGD, GBP (Conversion Rate: SGD to GBP is 2.03) - Visualization
• Add a multi card showing Sales CY, Sales LY, Gr% and another card showing Profit CY, Profit LY, Gr% - Visualization
• Add a growth sign arrow up if Gr is >=0 and arrow down if Gr < 0 in Matrix and both the cards - Visualization
• Add a tree map showing customer segment wise sales - Visualization
• Add a Line and Clustered column chart showing Region wise Sales and Profit and a Line showing Profit vs LY and Sales Vs LY – Visualization
• Learn types of filter in Power BI and Difference between Visual, Page and Report Level Filter
• Learn how to add a new visual from the visual library
Tutorial 7

Output

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