

Project Assignment: Rx Sales

 Financial Analytics in Retail Industry:

 performance of a UK pharmaceutical
 Data analysis by using Excel sheet, power bi & power point

REGISTRATION NO. 18110117044

 Contents
Table of index
RX SALES APPLICATION .................................................................................................................................... 3
1. TABLE DETAILS .......................................................................................................................................... 3
2. DELIVERABLES ........................................................................................................................................... 3
3. REQUIREMENTS: ....................................................................................................................................... 3
3.1. FUNCTIONAL: ........................................................................................................................................... 3
3.2. NON - FUNCTIONAL: .................................................................................................................................. 4
3.3. FILTER:.................................................................................................................................................... 4
3.4. SECURITY RULES: ...................................................................................................................................... 4
3.5. SECURITY RULES: ...................................................................................................................................... 4
3.6. KEY FORMULAS: ....................................................................................................................................... 5
4. Dashboard : .................................................................................................................................................. 6
4.1. Store map: ............................................................................................................................................... 6
4.2. Sales 2: ............................................................................................................................................... 6
4.3. Dashboard 3: ............................................................................................................................................... 7
 Rx Sales Application
This Rx Sales measures and monitors the performance of a UK pharmaceutical sales representative in areas where there are
dispensing doctors.
A sales representative or sales manager would use this application to see how they were performing with respect to their peers. They
may also use this application to analysis good and bad performing areas within their territory and drill deeper into the data to seek
out reasons why particular parts of their territory was performing well or badly. Armed with this information they may choose to
redirect their activity in a more efficient manner
1. Table Details
Table name Key field Discription
DispDateFull RSABrick, ID Fact Table, Gives all information
about Sales Net sales, Gross Sales
etc
GPS RSABrick Provides Information about GPS
Summary_Table ID Provides Information about
Discounts
Projection Projection_No Provides Projection No & Month
Detail
Dateparts Monthdate Master Table
Maptype Maptype Gives Maps type detail
 3. Requirements:
2. Deliverables
3.1. Functional:
1. Power BI Application
2. Data Model • Create a master calendar in data model.
• Dashboard:
3. Visualization – Dashboards and
Analytics Views o YTD, MTD, QTD on Net Sales, Volume, Gross Sales
4. Implementation of Row Level o Card:
Security. ▪ Target Ampulade
▪ Ampulade Growth
5. All the views must be mobile ready
▪ Blacimin Growth
6. Presentation Report (.pptx) as a ▪ Telinest Growth
supporting document to Power BI ▪ Slitumed Growth
Application
o Sales Per GP
o Terr. Target % (Yr on Yr)
o Overall Brand Sales

• Territory:
o Territory and Monthdate by % Target
o Brand and Monthdate by RSAData
o Monthdate by Ex Factory and RSA
o Territory by max Year, Max-1 Year, Variance

o Card
▪ Total Net Sales
▪ Total Volume
▪ Total Gross Sales
o Visualization
▪ Pharmacies by Current Discount
▪ Pharmacies by Discount Charge
▪ MonthYear wise Volume
▪ MonthYear wise Net Sales
▪ MonthYear wise Gross
• ExFactory:
3.2. Non - Functional:
• Create Landing Page
• Create Action for Navigation Page.
• Consistent Layout, Look and Feel
• Dynamic Button to Change YTD, MTD, QTD.
• Make Adhoc table 2-3 Dimensions and 2-3 measures.
• Clear all and Selection button in every Sheets
3.3. Filter:
Report Level Filter:
• Brand
• Product
• Territory
3.4. Security Rules:
• Dynamic RLS by Territory
3.5. Security Rules:
Dynamic RLS by Territory
3.6. Key Formulas:

• Target Ampulade - (RSAData/VolumeTarget) Ampulade Brand

• Ampulade Growth - (RSAData) Ampulade-Brand
• Blacimin Growth - (RSAData) Blacimin-Brand
• Telinest Growth - (RSAData) Telinest-Brand
• Slitumed Growth - (RSAData) Slitumed-Brand
• Sales Per GP - (RSA/GPS)
• Sales - (RSA)
• % Target - (RSA/Volume_Target)
• Variance - ([Max year] - [Max Year - 1])/[Max Year - 1]
• ExFactory – Volume
• Trend - Volume
• Pharmacies - Count(ID)
• Discount Charge - Discount_Banding

4. Samples:
The below should be taken as reference only. The students must
showcase their design capabilities beyond this. Please note few
features may not be available in Power BI, Student must find
alternative to find solution.
4.1. Sample 1:
4.2. Sample 2:
4.3. Sample 3:
  Taking refrance from google & Lagozon Edutech
© 2021 Lagozon EduTech Pvt. Ltd
THANKS & REGARDS

MRITYUNJAY BHARTI
EEE (6th sem)
REG. -18110117044

END OF THE DOCUMENT