Sales Dashboard (SQL Data Analysis)

Sales Dashboard (SQL Data Analysis)

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. By the end of this topic, you’ll be able to create a complete dashboard:

1. Connect Power BI to your data source, download the database from below link.
link: https://iqratechnology.com/academy/sql-training/sql-installing-ssms/

2. Understand the Tables of your data set, we have eight tables in the data set:
      • Sales Order Header: Provides summary data for each sales order.
      • Sales Order Details: Holds the line-item transactional details for every product sold in each sales order.
      • Product: Contains metadata about the products available for sale.
      • Product Category: Groups products into broader categories.
      • Product Subcategory: Groups products into more specific subcategories within a category.
      • Sales Territory: Represents geographical or business territories associated with sales.
      • Sales Customer: Stores customer-related information.
      • Sales Store: Contains information about retail or wholesale stores involved in sales transactions.
      • Sales Credit Card: Stores credit card information used for transactions.

3. Build relationships between different tables to show data connections.
    1. Sales Order Details to Sales Order Header
        • Join Type: Many-to-One
        • Key: Sales Order ID
        • Description: This relationship links each Order in the Sales Order Header table to multiple records in the
          Sales Order Details table, helping track product and quantity details associated with each order.

    2. Sales Order Details to Product
        • Join Type: Many-to-One
        • Key: Product ID
        • Description: This relationship links each product to multiple records in the Sales Order Details table,
          allowing product and quantity details to be associated with the corresponding order.

    3. Product to Product Subcategory
        • Join Type: Many-to-One
        • Key: Product SubCategory ID
        • Description: This relationship links the Product Subcategory table to multiple records in the Product table,
          helping track product Sub Category to be associated with specific product.

    4. Product Category to Product Subcategory
        • Join Type: One-to-Many
        • Key: Product Category ID
        • Description: This relationship links Product Category records to multiple Product Subcategory, enabling
         the tracking of product sub category associated with product category.

    5. Sales Territory to Sales Order Header
        • Join Type: One-to-Many
        • Key: Territory ID
        • Description: This relationship connects Sales Territory records to multiple Sales Order Header, allowing
           the tracking of territory and region for each order.

    6. Sales Customer to Sales Order Header
        • Join Type: One-to-One
        • Key: Customer ID
        • Description: This connection links each customers to a each order, allowing the tracking of order belongs
           to customer.

    7. Sales Customer to Sales Store
        • Join Type: Many-to-One
        • Key: Sales Customer[Store ID] = Sales Store[Business Entity ID]
        • Description: This relationship contains information about customers, and the [Store ID] links each
          customer to their respective store.

    8. Sales Credit Card to Sales Order Header
        • Join Type: One-to-Many
        • Key: Credit Card ID
        • Description: This relationship associates credit card records to multiple sales order header records, to
          track the order record and card used to make payment.

4. Create Visualisations to display important information in charts, tables, and maps. Your dashboard should match the below layout.
Sales dashboard