Hands-on Exercise No.
3 – Power BI
Dashboard
Course: Data Analytics & Business Intelligence
Batch: DigiSkills 3.0 Batch-01
Total Marks: 10
Due Date: 09/10/2025
🎯 Learning Outcome
After completing this exercise, you will be able to:
Prepare and load datasets in Power BI.
Design interactive dashboards using multiple visualizations.
Extract actionable insights from data through KPIs and visuals.
🧩 Scenario
As a Junior Data Analyst, you are required to create an interactive Sales Dashboard in
Microsoft Power BI Desktop using the provided dataset:
👉 Download File: PL Sales [Link]
✅ Tasks & Step-by-Step Instructions
1. Data Preparation (1 Mark)
Steps:
1. Open Power BI Desktop.
2. Go to Home → Get Data → Excel Workbook.
3. Browse and open the file “PL Sales [Link]”.
4. Select all relevant sheets (usually “Sales” or “Orders”).
5. Click Load to import the data into Power BI.
📸 Screenshot #1: Power BI “Navigator” window showing the selected dataset before loading.
📸 Screenshot #2: Fields pane showing the loaded table(s) in Power BI.
2. Create Visualizations (5 Marks)
Now create the following visuals on one dashboard page.
a) Filled Map – State-wise Sales
Drag State to Location field.
Drag Sales to Values.
Format map color gradient for better visibility.
📸 Screenshot #3: Filled Map showing state-wise sales.
b) Donut Chart – Region-wise Sales
Insert Donut Chart.
Drag Region to Legend.
Drag Sales to Values.
📸 Screenshot #4: Donut chart showing region-wise sales distribution.
c) Stacked Column Chart – Year-wise Sales
Insert Stacked Column Chart.
Drag Year (from Date column, extract if needed) to Axis.
Drag Sales to Values.
📸 Screenshot #5: Stacked column chart showing sales by year.
d) Pie Chart – Category-wise Sales
Insert Pie Chart.
Drag Category to Legend.
Drag Sales to Values.
📸 Screenshot #6: Pie chart showing sales proportions by category.
e) Funnel Chart – Sub-category-wise Sales
Insert Funnel Chart.
Drag Sub-Category to Group.
Drag Sales to Values.
📸 Screenshot #7: Funnel chart showing sub-category sales performance.
3. Dashboard Interactivity (1 Mark)
Steps:
1. Ensure all visuals are interactive.
2. Click any region or category — other charts should automatically filter.
3. You can check interactivity under:
o Go to Format → Edit Interactions.
o Make sure filtering is turned on for all visuals.
📸 Screenshot #8: Demonstration of interactive filtering (e.g., one region selected, other visuals
filtered).
4. Insights & KPIs (1 Mark)
Steps:
1. Insert Card Visuals (under Visualizations pane).
2. Create three cards:
o Total Sales → Sum of Sales
o Total Profit → Sum of Profit
o Total Discount → Sum of Discount
3. Arrange them neatly at the top of the dashboard.
📸 Screenshot #9: Cards displaying KPIs (Total Sales, Profit, and Discount).
5. Formatting & Layout (2 Marks)
Tips for a professional look:
Add a dashboard title, e.g., “📊 Company Sales Performance Dashboard”.
Apply consistent color theme (use Power BI Themes → Customize current theme).
Use background color (light grey or gradient).
Rename visuals clearly:
o “Sales by State (Map)”
o “Year-wise Sales”, etc.
Align visuals properly (use View → Snap to grid).
📸 Screenshot #10: Final polished dashboard showing all visuals, KPIs, and formatting.
📝 Preparing Your Word File
Open Microsoft Word and structure your file like this:
Title Page
Course: Data Analytics & Business Intelligence
Exercise No: 3
Student Name: [Your Full Name]
Batch: DigiSkills 3.0 – Batch 01
Due Date: 09/10/2025
Topic: Interactive Power BI Dashboard
Task 1: Data Preparation
📸 Figure 1: Dataset loaded in Power BI.
Task 2: Visualizations
📸 Figure 2: Filled Map – State-wise Sales
📸 Figure 3: Donut Chart – Region-wise Sales
📸 Figure 4: Stacked Column Chart – Year-wise Sales
📸 Figure 5: Pie Chart – Category-wise Sales
📸 Figure 6: Funnel Chart – Sub-category Sales
Task 3: Dashboard Interactivity
📸 Figure 7: Interactivity demonstration (filters applied).
Task 4: Insights & KPIs
📸 Figure 8: KPI Cards (Sales, Profit, Discount).
Task 5: Formatting
📸 Figure 9: Final Dashboard Layout.
Save the file as:
DBI_Exercise3_YourName.docx
📤 Submission Steps (on LMS)
1. Log in to your DigiSkills LMS.
2. Click on Exercises under “My Activities”.
3. Click Submit for Hands-on Exercise #3.
4. Upload your file (.doc / .docx only).
5. Verify the file opens correctly before submission.