A report and dashboard created in powerbi tool for superstore ecommerce data to get insights.
A Power BI report for Superstore data provides an interactive visualization of sales performance and customer insights. It includes details such as customer name, ID, quantity sold, product categories (Office Supplies, Technology, Furniture), and financial metrics like profit and sales. The report also analyses shipping methods (First Class, Second Class, Third Class) and order details, enabling users to track shipments over time. Key calculations offer total sales, total profit, category-wise sales and profit, and breakdowns by market, country, and state. Additionally, it summarizes the count of quantities sold, helping businesses understand demand distribution. 🔹 Step 1: Load the Dataset
- Open Power BI Desktop.
- Click on “Get Data” → “Text/CSV”.
- Select the superstore.csv file (download it from this chat if needed).
- Click Load.
🔹 Step 2: Data Cleaning in Power BI (Optional, since your dataset is clean) • Check data types: Order.Date, Ship.Date should be set to Date. • Rename Chinese column 记录数 to Record Count for clarity (optional). • Remove or hide unnecessary columns like Row.ID, Market2 if not needed.
🔹 Step 3: Create Report Pages 📘 Page 1: Executive Summary • KPI Cards: o Total Sales → SUM(Sales) o Total Profit → SUM(Profit) o Total Orders → DISTINCTCOUNT(Order.ID) o Average Discount → AVERAGE(Discount) • Line Chart: o Axis: Order.Date o Values: Sales, Profit • Slicers: Year, Region, Segment
🌍 Page 2: Regional Performance • Map or Filled Map: o Location: State o Size/Color: Sales or Profit • Bar Chart: o Axis: Region o Values: Sales and Profit • TreeMap: o Group: Sub-Category o Size: Sales
📦 Page 3: Product-Level Insights • Bar Chart: o Top 10 Product.Name by Sales • Scatter Chart: o X: Sales o Y: Profit o Legend: Category o Details: Sub-Category
👥 Page 4: Customer Segments • Pie Chart: o Legend: Segment o Values: Sales • Bar Chart: o Axis: Customer.Name (Top 10) o Values: Sales
🛠 Page 5: Operational Insights • Bar Chart: o Axis: Ship.Mode o Values: Shipping.Cost and Profit • Table: o Show: Order.ID, Product.Name, Sales, Discount, Profit o Add filter: Discount > 0.3 AND Profit < 0
This are the visual and calculations to create the insights.