Overview

This project is one of the new Guided Projects from Maven Analytics. This was a straightforward project in which Maven only assigned the tasks completed on the first page of the report to include the three KPIs, bar chart, and line chart.

Logo & Theme

I felt like the toy store needed a logo, and since I am not a graphic designer I thought I would utilize some AI to see what I could get. After several attempts of using Copilot with Bing Chat, I was able to obtain this basic logo for the toy store. I added 'Since 2022' for an extra touch. I then needed a theme to match the logo so I headed over to BIBB. This tool allows you to upload an image and it builds a theme based on the color scheme. I made a few tweaks along the way but it gave me a great starting point. The generator creates a JSON theme that you can edit directly or upload right into PowerBI and edit from there.

Page 1 - Sales Dashboard

This dashboard allows a user to filter the visualizations by store location to get a quick look at the type of locations that are generating sales for the toy company.

This page encompasses the extent of the Maven Project. I made a couple of enhancements that were not part of the project including:

Last Month measures for each of the KPIs. These measures allowed me to add a goal to the KPI visualizations and incorporate dynamic coloring of the background area chart as well as the callout value itself.

LM Orders = 
CALCULATE(
    [Total Orders],
    DATEADD(
        'Calendar'[Date],
        -1,
        MONTH
    ))

Dynamic Subtitle on the Total Orders bar chart. I like to utilize the subtitle on some visualizations to enhance the viewer's experience. The bar chart itself is nice but it shows total orders for the entire history of the company, and I think Orders Year to Date compared with the same time frame last year is generally quite helpful. I had to create a few extra measures for this including Year to Date, Last Year to Date, and This Year vs Last year measures.

Total Orders Subtitle = 
"Orders YTD:  "  & FORMAT([Orders YTD], "#,##0") & "   |   "&
"VS Last YTD:  " & FORMAT([Orders TY VS LY], "+#,##0; -#,##0") & "   |   "&
"Orders Last YTD:  " & FORMAT([Orders LYTD], "#,##0")

Page 2 - Ad Hoc Analysis

I wanted to know a little more about the business of this toy store, and the profitability of various product categories. I utilized this ribbon chart to visualize total profit over time by product category. The chart helps you to understand how much of the profit comes from each category and how it may or may not change over time. At a quick glance, I had two big takeaways.

Electronics are in a slump. When this store opened in January of 2022 electronics were #1 in profitability with over $69K in Jan 22, now they have slumped to #3 with only $29K in Sep 23. I needed to investigate further.

Arts and Crafts are having a moment. Arts and Crafts have skyrocketed from just under $10K in Jan 22 to over $60K in Sep 23. Is there a local DIY movement, is the store cultivating this change themselves?

I needed a way to compare a chosen time frame to a baseline. For example, I want to know why electronics is in such a slump, I need to compare these KPIs from now vs when the company started. Enter my Ad Hoc Sales Analysis. This tool allows just that.

The above image shows a comparison of Q1 (2022 vs 2023) for Electronics. The big takeaways here are that the Colorbuds have about half as many orders in Q1 2023, but the Gamer Headphones seemed to have come onto the scene at some point since 2022, as they have no orders during Q1 2022. While the Gamer Headphones are doing great, they are not quite making up for the loss in profit that was once generated by the Colorbuds.

Page 3 - Product Detail

This page gives the user an opportunity to do a deeper dive into a specific Product Category or even a selection of products. For example, in the below picture, the page is filtered down to the Colorbuds, and as you can see, the store continues to make sales of the Colorbuds but far less now than at the beginning of 2022.

This page also gives a glimpse at the three main metrics (orders, revenue, profit), this time a set of cards shows all time, this year to date, and last year to date of the chosen KPI. The bottom area chart also changes with the various selections.