UDEMY COURSE PROJECT BASED ASSIGNMENT - DASHBOARD SHOWING THE BREAKDOWN OF NET SALES $ BY CATEGORY, MONTH, PRODUCT AND STORE NAME

ASSIGNMENT INSTRUCTIONS

1. Import data

Open new Power BI Desktop App and import source tables from ‘PBI Test Source Tables.xlsx’ into Power BI via Power Query Editor.

2. In Power Query, make a new column that will identify the last month in the calendar and adds a label “Current”, and the month before labelled “Prior”. Then all other months use the field ‘Month’. Name the new field “Month Select”

3. Set Up Data Models - Define the fact tables and dimension tables

4. Connect all dimension tables to fact tables

5. Calculate the Net Sales $ and Net Sales Quantity

6. Create a dashboard with 4 visuals that shows you a breakdown of net sales $.

The 4 visuals are:

a. Top left, Stacked Bar of net sales by store stacked by category

b. Top right, Trend Chart of net sales by date

c. Bottom left, Tree Map of net sales breaking down key elements of the product in the best way possible

d. Bottom right, table of all useful data at lowest level of granularity as well as net sales

7. Add a button to toggle between Net Sales $ and Net Sales Qty (label buttons $ and Qty) and replace the net sales $ measure with this dynamic measure in the 4 visuals.

8. Add selector on “Month Select” to only show current month in all visuals except for trend

9. Add relevant dimension fields to filter pane. Clean up filter pane so it just shows filters on all pages.

10. Colour background of filter pane to be light blue