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Practice Exercise Power BI: Tables

This document provides instructions for loading and preparing data from various AdventureWorks tables in Power BI. It includes tasks like loading .xlsx files, handling missing data, and creating relationships between tables. It also outlines creating measures for revenue, year-over-year sales and returns comparisons. Finally, it describes dashboards to build including a summary page with key metrics and visuals, along with a product drill-down page connected via a button. The goal is to provide insights into sales, returns, and product performance over time.

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Prasad Dhall
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424 views2 pages

Practice Exercise Power BI: Tables

This document provides instructions for loading and preparing data from various AdventureWorks tables in Power BI. It includes tasks like loading .xlsx files, handling missing data, and creating relationships between tables. It also outlines creating measures for revenue, year-over-year sales and returns comparisons. Finally, it describes dashboards to build including a summary page with key metrics and visuals, along with a product drill-down page connected via a button. The goal is to provide insights into sales, returns, and product performance over time.

Uploaded by

Prasad Dhall
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Practice Exercise Power BI

Tables

AdventureWorks_Calendar

AdventureWorks_Customers

AdventureWorks_Product_Categories

AdventureWorks_Product_Subcategories

AdventureWorks_Products

AdventureWorks_Returns

AdventureWorks_Sales_2015

AdventureWorks_Sales_2016

AdventureWorks_Sales_2017

AdventureWorks_Territories

Tasks

- Load all the .xslx files in Power BI.


- Load the AdventureWorks_Territories .txt file, use the necessary delimiter and load.
- In AdventureWorks_Customers, create a full name column by combining first and last name (use power query).
- Remove the spaces from top in AdventureWorks_Product_Categories table (use power query).
- Append the 3years of sales data to a new table, call it the ‘Fact’ table (use power query)
- After creating the Fact table bring in the Product Price from the Products table using Merge query in Power
Query, use a suitable join and join on product key.
- Build relationship between all tables and keep the cross-filter direction to ‘both’(use create relationship).
- Using DAX custom column, define salary buckets as low/medium/high (you can use the low-high limit as per
your choice) using if/else statement.
- Create a measure to get revenue generated b each product (qty* price)
- Create a measure which will give ‘vs last year’ sales.
- Create a measure which will give ‘vs last year’ returns.
- Calculate the % increase in sales and give a conditional formatting to the KPI card so as to show the sale value is
good/bad above a certain threshold (you can define the threshold by your choice).
Dashboarding

- Create a summary/overview page consisting of visualizations/KPI’s which cover the key points (Sheet 1)
• Total Sales Current & vs LY (2 separate KPI cards)
• Total Returns Current & vs LY (2 separate KPI cards)
• % increase/decrease in the sales KPI card.
• Net profit made Current vs LY (2 separate KPI cards)
• Trend chart of sales vs return with ability to drill down from year-month level.
• Top5 most sold products basis qty.
• Region wise sales.
• Top 5 products which are most returned based on qty.
• Filters: Date hierarchy limited to year and month (turn this filters interaction off with the trend
chart), Country(territory), Region(territory), Occupation (customer sheet).

- Product level drill down (Sheet 2)


• Who uses what sort of product?
• How are the products being sold across countries? Are there any pockets where certain
products are sold high?
• Who are returning more products, Men/Women, Occupation wise break up.
• Filters same as summary page, sync all of them.

- Create a button on summary page which on clicking the user can be navigated to product level drilldown page
i.e sheet 2 and vice versa.
- You can add visuals as per your choice and add more to the storyline as well.

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