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PROJECT REPORT
On
“Study and analysis of BI tools”
(With the help of Power BI)
Submitted to
Affiliated to
Savitribai Phule Pune University, PUNE
Submitted by
AKANKSHA ANIL VEER
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DECLARATION
I, Akanksha Veer undersigned, hereby declare that the project with title “Study and analysis of BI
tools” at “Evolve Solution” has been completed by me in partial fulfillment of MASTER OF
BUSINESS ADMINISTRATION degree examination. As prescribed by IBMR – Institute of Business
Management and Research, Chakan affiliated to Savitribai Phule Pune University, Pune and this has
not been submitted for any other examination and does not form he part of any other course undertaken
by me.
Place: Chakan
Date:
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ACKNOWLEDGEMENT
With immense pride and sense of gratitude, I take this golden opportunity to express my sincere regards
to Shubhangi Walewekar, Director, Institute of Business Management and Research (IBMR), Chakan.
I am extremely thankful to my Project Guide Prof. Dhananjay Rasal for his guideline throughout the
project. I tender my sincere regards to Co-ordinator, Shradha Hiwale for giving me guidance, suggestions
and valuable encouragement which helped me in the completion of the project.
I will fail in my duty if I do not thank the Non-Teaching staff of the college for their Co-operation.
I would like to thank all those who helped me in making this project complete and successful.
Place- Chakan
Date
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INDEX
4 ACKNOWLEDGEMENT V
5 EXECUTIVE SUMMARY 1
6 INTRODUCTION 3
8 COMPANY PROFILE 6
9 LITERATURE REVIEW 9
10 BI APPLICATION 10
11 METHODOLOGY 24
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EVOLVE SOLUTION
INDIA
CERTIFICATE OF INTERNSHIP
Date- 01, November 2023
This is to certify that Ms. Akanksha Anil Veer currently pursuing MBA in Business Analytics
from “Institute of Business Management& Research”. Has successfully completed the Internship
titled The “Study & Analysis of BI Tools at Evolve Solution.
The Duration of this internship was from 24 August 2023 to 24 October 2023 We found her
sincere, hardworking, technically sound and result oriented.
Yours truly,
For Evolve Solution.
Rupali Kuwar
Human Resources
+91-9075052801
hr@evolvesolution.com
EXECUTIVE SUMMARY
The project “Study and Analysis of power BI Tool” proves its importance in the current scenario of
people and company to be more data driven. As the market-leading choice for modern business
intelligence, power BI analytics platform makes it easier for people to explore and manage data, and
faster to discover and share insights that can change businesses and the world. Everything we do is
driven by this mission to help people see and understand data, which is why our products are designed
to put the user first— whether they’re an analyst, data scientist, student, teacher, executive, or business
user. From connection through collaboration, power BI is the most powerful, secure, and flexible end-
to-end analytics platform. The great thing about power BI is that it doesn’t require any technical or any
kind of programming skills to operate. The tool has garnered interest among the people from all sectors
such as business, researchers, different industries, etc.
People have a hard time getting much useful information from raw data until they perform some sort of
data analysis on the numbers. In the past, it was fairly common to simply do some magic and produce
numbers that summarized the data and call the job complete. Today, executives expect their staff to go
well beyond simply producing reports that summarize data numerically. People want insightful graphical
representations that make it easier to understand the results of the data analysis.
The market is growing rapidly and it is difficult keeping up with all data growing market and is
struggling to grow his business because unclear objective and goal of the company. The amount of data
is huge. For example, considering that one store generates 20 sales per day, for 250 stores that's 500
sales per day and over 15,000 sales per month. However, each sale is divided into multiple sales
items/lines, one per item. For example, your device, accessories, pricing plan and insurance are
considered separately. We had to make sure that the aggregation was smooth and didn't even take a long
time.
Primary objective:
To study and Power BI.
To Fulfill the customer Requirement
Technical level study of Power BI.
Functional level study of Power BI.
Analyze and interpret visualization using Power BI
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Following are the conclusions made for the project work: Power BI is a very useful tool loaded with
user-friendly features and functionalities which helps us extract valuable information from raw data and
analyze it using visualizations.
Strengths:
1. Cost effective
2. Easy to use
3. Constant updates and innovation
4. Excellent custom visualization capabilities
Weaknesses:
1. The user interface
2. Rigid formulas
3. data handling capacity for free versions.
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CHAPTER: 1
INTRODUCTION
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INTRODUCTION
Power BI is a Data Visualization and Business Intelligence tool that converts data from different data
sources to interactive dashboards and BI reports. It aims to provide interactive visualizations and
business intelligence capabilities to create their own reports and dashboards for the end users. Our data
may be in an Excel spreadsheet, or a collection of a cloud based. Pbix file which is designed for to use
with Power BI desktop.
Microsoft Power BI is used to find insights within an organization's data. Power BI can help connect
disparate data sets, transform and clean the data into a data model and create charts or graphs to provide
visuals of the data. All of this can be shared with other Power BI users within the organization.
Power BI was initially released in 2014, operating system: Microsoft windows. Power BI suite provides
multiple software, connector, and services - Power BI desktop, Power BI service based on Saas, and
mobile Power BI apps available for different platforms. These set of services are used by business users
to consume data and build BI reports. Power BI desktop app is used to create reports, while Power BI
Services (Software as a Service - SaaS) is used to publish the reports, and Power BI mobile app is used
to view the reports and dashboards. Power BI Desktop is available in both 32-bit and 64-bit versions.
To download the latest version, you can use the following link –
https://powerbi.microsoft.com/en-us/downloads/
Apart from the variety of apps, connectors, and services offered by Power BI, there are three
basic elements integrated into Power BI
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In this project we are using Power BI as a BI tool to analyze the sales data. This project aims to visualize
sales data effectively to identify trends, analyze revenue distribution, and gain insights into product
performance.
Objectives:
1. Preparation of detail report of BI tool (power BI).
2. Analyze and interpret visualization types in Power BI
3. Functional level study of Power BI.
Scope of Work:
Companies around the world endeavor to make data-driven decisions and gain competitive advantage.
However, the overly complex and outdated tools of the past are now making users restless and frustrated.
We will see how Tableau enables you to have a conversation with your data leading to powerful analysis
and quicker insight for easier real-time decision making.
Limitation of Project:
1. As project duration was limited up to 2 months only.
2. Time duration for the project was 8 weeks, which is very less to understand the
whole system.
3. The company does not allow the outsider to have any study/research work in
company. Therefore, a getting projects work in company itself is very difficult.
The study was limited only to Tableau software.
Summer project is an integral part of any MBA degree which gives an exposure to the student to gain
knowledge about the corporate and practical world. Evolve solution provided me the platform to work
on my area of interest with them and with their guidance, I tried firm my grip on Visualization tools.
Evolve solution is a startup company in this field, and I believe there is a lot of things to learn as a beginner it also
provides live projects to work on so I choose this company for my internship. Almost all companies rely on data
visualization tools and data related study to take important decision of an organization.
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CHAPTER: 2
COMPANY PROFILE
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COMPANY PROFILE
ABOUT US:
Evolve Solution is fresh startup of a dedicated team of AI and Data Science Engineers to drive
your business to the next level. When you approach us for any project, we diagonalizable it in
every possible way to give you the best possible result in the least time. Our approach is unique,
and so our strategies to automate your business using the latest technologies. We add value to
your service that you provide to your clients. Evolve Solution specialized in Artificial
Intelligence and Data Science as services, Your BI solutions, and your automation partner. We
help big corporates, enterprise companies, and start-ups to automate their business, improve
functionalities, and provide hassle-free services.
OUR MISSION
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OUR VISION
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CHAPTER 3
LITERATURE REVIEW
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LITERATURE REVIEW
“The goal is to turn data into information and information into insights” – Carly Fiorina
Over the years, as organizations have seen an increase in the amount of data available, it has become
more and more important to analyze it to get insights and, this way, help the decision-making process.
In this project we are using Power BI as a BI tool to analyze the sales data. This project aims to visualize
sales data effectively to identify trends, analyze revenue distribution, and gain insights into product
performance.
Sales analysis is reviewing your sales data to identify trends and patterns. Sales data can help you make
better decisions about your product, pricing, promotions, inventory, customer needs other aspects of
your business. Sales analysis can be as simple as reviewing your sales figures regularly.
Power BI allows you to use simple drag and drop gestures to create create interactive reports that let you
analyze the key metrics for your team. Here are some of the things you can do:
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Data import
In this exercise, we import data from Excel to Power BI desktop. Please, follow the
screenshots From the top menu choose “Get Data” -> Excel
Choose “Cars” worksheet (you will see the preview of the worksheet) and click “Load”.
To see your data imported choose the icon on the left side of the screen.
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Data preparation
Setting data types
Data preparation is the act of manipulating (or pre-
processing) raw data into a form that can readily and
accurately be analyzed.
We need to change the type of some fields that should be numbers, these are:
Year_resale_value
Curb_weight
Engine_size
Fuel_capacity
Length
Price_in_thousands
Sales_in_thousands
Width
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In the case of errors, go to Options and Settings (the button on the left top corner of the screen)
If the wrong currency symbol is displayed, you can change it in Modelling Tab.
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The new column with calculated value should appear as the last one in the dataset.
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In Power BI we can ask (not very sophisticated) queries in natural language. It is useful
featurethat saves time.
the results!
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Try to ask other questions in natural language, for example Average fuel efficiency
bymanufacturer
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You can sort the data on the chart by sales value or manufacturer.
Try to add a pie chart to your report. Use the right side of the screen (drag&drop the fields)
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Try some options, feel free to choose colors and fonts, add a legend…
We can compose our report on many pages. To add another page click on the yellow + at the bottom
of the screen. You can name your new page.
Add new page to your report. Make a line chart and table showing Prices and year resale
valueby car model. Do some formatting to your chart.
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Add a funnel control to the chart to change the range of variables displayed
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In the navigator
selectthe
“Countries“
spreadsheet
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As you can see the relationship between our two tables was automatically recognized by PowerBI. The
relationship is one to many.
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CHAPTER 4
METHODOLOGY
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METHODOLOGY
Data Collection - Data Collection is the process of gathering and measuring information on
targeted variables in an established system, which then enables one to answer relevant questions
and evaluate outcomes.
Data Storage – Power BI uses two primary repositories for storing and managing data: Data that
is uploaded from users is sent to excel sheet.
Data Cleaning - Once the data is stored into power BI it is important to clean and transform data
before you build any visualizations or reporting. This is essential step in building quality
visualization. Cleaning and transforming data enables to build visualizations from sound and
clean data. If it is not done diligently visualization will not behave as we except
Visualization- In this process we convert manually data into visualization is to visually display
collected data by using various charts, graphs or other visualization types
FLOW CHART
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There are two ways to generate visualization in Power BI. First, add items to Report Canvas from the
right side pane. Another way you can do this is by dragging the fields from the right sidebar to the value
axis under Visualization. By default, Power BI selects the table type visualization. To each axis, you can
add as many fields as necessary. You can also click and drag your visualization to rearrange it on the
reporting panel. You can easily toggle between various charts and visualizations from the Visualization
window. Your specified fields are transformed to the new visual format as accurately as possible.
Let us now understand how one can perform data visualization in Power BI
1. The first thing you need is data. Power BI can connect several data sources- Excel, Web, etc. The
options from which data can be imported into the Power BI desktop are all visible once you click
the Get Data icon. You can view the data in the Fields pane once it has been loaded.
2. After loading the sample data into the Power BI desktop, you can modify it with the help of
Query Editor. Regardless of the data source, query editors are helpful for editing datasets. In the
query editor, you can perform changes like renaming a dataset and removing one or more
columns, among other things.
3. In Power BI, removing columns from the dataset or modifying the data types in the columns is
relatively easy. You can remove columns by simply choosing the Remove Columns option after
selecting the desired column. Likewise, the query editor makes it simple to perform a wide range
of actions like removing and adding rows, transposing, pivoting, and splitting.
4. Once the dataset is complete and has undergone all necessary modifications, you can move on to
creating the dashboard. Both bubble and shape maps are available for map visualizations in
Power BI. To plot measure values, Power BI offers several combination chart types. Suppose
you want to display overall sales and revenue on the same chart. The ideal option for this type of
scenario is combination charts.
5. You can change the colors in the charts in BI dashboards. There is a color selection option when
you choose any visualization
6. Additionally, the application has an analytics feature that allows you to draw lines for data
visualization according to your preferences. Power BI also has the option to add various shapes,
texts, and images when visualizing data
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Here, we have connected the sales data from Excel file which has several columns covering all the
required data points of sales performance. Please see the below snapshot of Sales Data .
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GLIMPSE OF REPORT
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MOST SELLING PRODUCTS AND TOP MARKET WITH TOTAL PROFIT RATIO
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In this Report I have taken 12 Insight. There is name and some details below,
2) Gross Sales amount by customer type: In this insight I have taken Customer Type like Gold, Silver,
platinum. (Chart Name Used: Donut Chart)
3) Total Sales:- Total sales of 3 years. 4) Total Transaction: In this Field I have observed 61 Thousand
transaction done by Customer in 3 years. 5) Unique Customer 633 customers are unique customers.
(Chart Name Used: Card)
6) Unique Customers by Country:- In this insight I observed maximum number of customers bye
country.(Chart Name Used:- Clustered Bar chart)
7) Sales bye year: In this insight Maximum sales by years. Maximum sales in year 2018.(Chart Name
Used:- Clustered bar chart)
8) Sales by Budget Segment:- In this insight I observed that bikes are most sale bye other
segment(Components, Clothing, Accessories ). (Chart Name Used:- column bar chart)
9) Top 5 product:- Maximum Sales by product in this insight. Top 5 product in whole list. There is a
high demand for road bikes. (Chart Name Used:- Clustered Bar chart)
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10) Monthly Sales:- In this insight, we will see which months have the most sales. (Chart Name Used:
column bar chart)
So that, Microsoft Power Bi Tool is so useful for company to take a good decision about that product
sales.
In above dashboard we have three cards displaying the total unit sold, total profit and total revenue. They
provide direct information to user. The next visualization tool used is stacked column chart which is
useful to make a very quick comparison between two or more sets of measures. Here we used this chart
to create combine visual of profit, revenue, and sales by month which gives us the idea about the profit,
revenue, and sales variation by month. In month of October the company has increased its profit, revenue,
and sales as compared to other months. To know the profit of particular country pie chart comes into
picture. It is used to illustrate the contribution of different values to a total. It gives the clear view about
the country wise profit of company.
The next visual used here is Line Chart. It gives plan to understand the profit by month. It is used to
show the information changes over time. It tells company head that in October Company is valued and
the line goes on decreasing from October to March. By one click on the any visual it gives the all
information that dashboard contains.
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CHAPTER 5
CONCLUSION
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CONCLUSION
Power BI helps you make better and faster decisions, resulting in higher customer satisfaction in today's
industry. Each organization has its own individual data. Power BI can perform different functions
depending on the purpose, making data more effective and efficient. Power BI can be used in the medical
industry to analyze data from a large number of patients. It helps extract useful information from data
from huge database collections. In the future, the scope of data analysis will expand and organizations
will adapt it on a large scale to ensure sustainable development.
Power BI is an absolute approach to making business intelligence and data analysis more
understandable. Organizations can easily select records with minimal time and effort. Power BI meets
the non-manual requirements to meet your data analysis needs.
According to the report a company can focus on top most selling products and work efficiently on it.
Highest sales in markets like United States of America, Canada etc.
Largest quantity sold in markets like United States of America, Canada etc
Most sales occurred in March, followed by September and December.
The sales manager of this company faces many challenges: The market is growing rapidly and the sales
manager is having difficulty keeping up with sales in this growing market and is struggling to grow his
business because overall sales are declining.
The amount of data was huge. Considering that one store generates 20 sales per day, for 250 stores that's
500 sales per day and over 15,000 sales per month. However, each sale is divided into multiple sales
items/lines, one per item. For example, your device, accessories, pricing plan and insurance are
considered separately. We had to make sure that the aggregation was smooth and didn't even take a long
time.
All we need is a simple data visualization tool that he can access on a daily basis. Such tools and
technologies allow you to make data-driven decisions that help increase your company's revenue. In this
project, we support the company in creating a sales dashboard using Power BI.
There were too many files and processes to run and many files were dependent on each other. Every day
we process over 30 different file types (XLSX or CSV) and generate over 60 tables by combining and
processing all files. Apart from this, the data collected was in monthly format, i.e., that means we need
to update and save the following data and files. Companies were required to retain historical data for
retention, compliance and analytics purposes.
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The input format and data structure tended to change every month – even the computation that we
did was changing every other month. So, the approach of this project is how I have made a data analysis
pipeline –
1. Uploaded the data to my SQL
2. Analyzed the data in SQL Query
3. Connect the data to Power BI and make the necessary changes in power Query
4. Done the visualization
Dashboard’s views –
1. Sales insights
2. Profit analysis
3. Performance insight
4. Top 5 customer
5. Top 5 products
Sales Data Analysis provides an understanding of the product that your customers are buying and help
you dissect why they are behaving in a certain way. You can analyze this behavior and lead the further
process. Many global, industry-leading brand are now using their sales data in inventive ways to make
better business decision, but any company can take advantages of insights and reporting tools to achieve
data-driven sales success. This project is the outcome of a descriptive research on past, present, and
future of sales industry and the application of business analytics in shaping appropriate marketing
strategies with data sources, DAX query language through dashboard in Power BI. The project aims to
show on how we can use the Power BI with sales analysis data using SQL query for data cleaning and
DAX query language and its performance on presenting the dashboard to the end users. So in this project,
I have created dashboard to know the trends and business performance and also to know which product
sales most, which product sales most in particular regions and market performance. The project
represents the large dataset into visualization form that help to take business decision.
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A sales analysis report shows the trends that occur in a company's sales volume over time. In its
most basic form, a sales analysis report shows whether sales are increasing or declining. At any
time during the fiscal year, sales managers may analyzethe trends in the report to determine the best
course of action. Managers often use sales analysis reports to identify market opportunities and
areas where they could increase volume.
THE SOLUTION
● Information about profits and sales by Product and custom Date Period.
● Ranking of Products and Countries by their Sales
● How many Units are sold according to countries and months?
● Sales and Profit by Country
● Sales and Profit by different entities such as Segment and Products
● Daily insight of units that are sold
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ADVANTAGES OF POWER BI
1) Affordability:
One of the biggest benefits of utilizing Power BI for data analysis and visualization is that it is quite
inexpensive. Power BI Desktop is available for free. You may download it and use it on your PC to create
reports and dashboards. If you wish to leverage more Power BI services and publish your reports to the
cloud, the Power BI Cloud service solution is available for $9.99 per user per month.
2) Custom Visualizations:
Custom visualizations, or visualizations created by developers for a specific purpose, are available in
Power BI. Microsoft Marketplace has custom visuals available. You can utilize Power BI custom visuals
in your reports and dashboards in addition to the standard set of visualizations. KPIs, maps, charts, graphs,
R script visuals, and other bespoke visualizations are among the options.
3) Excel Integration:
You can also use Power BI to upload and see your data in Excel format. You may export data from a
Power BI report or dashboard to Excel by selecting, filtering, and slicing it. The same data can then be
viewed in tabular form in an Excel spreadsheet by opening Excel. In other words, the Excel connectivity
feature in Power BI allows users to see and deal with the raw data behind a Power BI representation.
4) Data Connectivity:
Another significant benefit of using Power BI as your data analysis tool is the ability to input data from a
variety of sources. It connects data files (such as XML and JSON), Microsoft Excel, SQL Server
databases, Azure sources, cloud-based sources, and web services like Google Analytics and Facebook,
among others.
5) Power BI Embedded:
Another advantage of Power BI is Power BI Embedded. An app developer can use this solution to integrate
or include Power BI reports and capabilities in web-based or other apps. We may embed Power BI
visualizations and reports into emails or web pages to broaden the reach of the tool.
DISADVANTAGES OF POWER BI
1) Table Relationships:
Power BI excels at handling simple table relationships in a data model. However, if there are intricate
interactions between data, such as several links between tables, Power BI may not be able to manage them
well.
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CHAPTER 6
BIBLOGRAPHY
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BIBLOGRAPHY
1. www.google.com
2. https://powerbi.microsoft.com/en-us/
3. https://rigorousthemes.com/blog/best-power-bi-dashboard-examples/
4. https://inblog.in/Power-BI-Projects-HdlkEZeaXK
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