Project: Sales Dashboard of a Retail Store
In this section, you’ll learn how to turn raw data into an interactive Power BI report. We’ll cover everything you need to know to create a complete project from start to finish. The Superstore Sales Dashboard helps track how well a retail store is doing by showing important data about sales, products, customers, and shipping. It helps you analyze key metrics like total sales, profit margins, and customer segments to make data-driven decisions. This dashboard makes it easier to understand how the store is doing and where improvements can be made, all in one place. Try it yourself first! Build the dashboard and, if you get stuck, refer to the video for help.
- Connect Power BI to your data source, download this Excel Super Store Sales.
- Understand Tables of your data set, we have five tables in data set
• Customer: It includes details about individual customers such as their names, customer IDs. This table helps in understanding the customer
demographics and segmentation.
• Global-Superstore: This is the main transactional data table, it is including information on sales, quantities, discounts, profits, and other sales
metrics. It is also containing details linking products, customers, and order specifics to understand the overall sales performance.
• Product: Contains details about the products sold, such as product names, categories, subcategories, and product IDs. This table aids in
analyzing sales by product type and category.
• Segment: It includes data on different market segments targeted by the store, such as “Consumer,” “Corporate,” and “Home Office” segments.
This table can help analyze performance across various customer types.
• Ship Mode: Contains information about different shipping methods available, such as ”Same day” “Standard Class,” “Second Class,” and “First
Class.” Analyzing this table can reveal trends in shipping preferences and their impact on delivery times or customer satisfaction.
3. Build relationships between different tables to show data connections.
• Customer Table to Global Superstore Table:
o Join Type: One-to-Many
o Key: Customer ID
o Description: Each customer in the Customer table can have multiple orders in the Global Superstore table.
• Segment Table to Global Superstore Table:
o Join Type: One-to-Many
o Key: Segment Code
o Description: Each segment (like Consumer, Corporate) in the Segment table can relate to multiple orders in the Global Superstore table.
• Ship Mode Table to Global Superstore Table:
o Join Type: One-to-Many
o Key: Ship Mode Code
o Description: Each ship mode (e.g., Standard Class, Second Class) in the Ship Mode table can relate to multiple orders in the Global Superstore
table.
• Product Table to Global Superstore Table:
o Join Type: One-to-Many
o Key: Product ID
o Description: Each product in the Product table can appear in multiple orders in the Global Superstore table.
4. Create visualizationsto display important information in charts, tables, and maps.
Your dashboard should match below layout.
Sales Super Store dashboard
Course Video
YouTube Reference :
The Power BI Report Builder is a standalone tool used for creating paginated reports in Power BI. These reports are designed for pixel-perfect rendering and are ideal for printing or exporting to formats like PDF.
1. Import data into Power BI Desktop.
2. Clean and transform data using Power Query.
3. Create visuals (charts, tables, etc.) in the Report View.
4. Add filters, slicers, and formatting.
5. Publish the report to the Power BI Service.
1. Interactive Reports: Allow users to explore data dynamically.
2. Paginated Reports: Ideal for print-ready, pixel-perfect reporting.
3. KPI Dashboards: Focused on key metrics.
4. Drill-Through Reports: Enable in-depth data exploration.
5. Data Storytelling Reports: Combine visuals with text for narrative insights.
Paginated reports are detailed, print-friendly reports created with the Power BI Report Builder. They are suited for generating invoices, statements, or tabular reports with a fixed layout.
Advanced tools include Power BI, Tableau, SSRS (SQL Server Reporting Services), and Qlik Sense, all of which offer features like data modeling, interactivity, and advanced visualizations.
