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.