End to end Power BI project
- I am excited to share my learnings in Power BI project from codebasics. During this journey, I have learnt many new concepts and enjoyed a lot while working on this project. To start with, Power BI is excel on steroids. It is easier and faster to build dashboards in Power BI than in excel when dealing with large data.
Problem statement:
AtliQ is a fast-growing hardware company that sells various products to customers in many countries through various channels, including retail, direct sales, and distributor networks, both online and in brick-and-mortar stores. To support its growth and make data-driven decisions, AtliQ needs a data analytics team.
Tech stacks:
- SQL
- Power BI
- Excel
- DAX Studio
- Power Point
- Languages- M, DAX
Domain knowledge:
- Data analytics, data warehouse, data catalog, OLTP, OLAP
- Star schema, snowflake schema
- FY- Fiscal Year
- YTD - Year to date
- YTG - Year to go
- Gross sales
- Pre invoice deductions
- Net invoice sales
- Post invoice deductions
- Net sales
- Manufacturing costs, freight costs
- COGS- Cost of goods sales
- Gross margin, gross margin percentage
- Gross margin per unit
- Net profit, net profit percentage
- Sales quantity, forecast quantity
- Net error, absolute error, forecast accuracy
Workflow steps:
- Project planning and scoping.
- Project Charter is the document containing key details like objective of the project, information about the stakeholders, hopes and fears regarding the project, timeline details, success measures, feature creep etc.
- Data collection and exploration, create date table in Power Query (M language).
- Soft skills associated with project management like asking all the questions proactively, having proper communication from time to time to deliver meaningful solution in the given time.
- Data load to Power BI and initial validation.
- Data Transformation in Power Query.
- Data Modelling and creating calculated columns.
- Creating measures using the DAX language.
- Build Finance View, Sales View, Market & Supply Chain View.
- Designing an effective Dashboard which includes page navigation with buttons, dynamic titles based on the applied filters, using KPI’s, conditional formatting of the values in visuals based on target values.
- Data validation set up like creating user acceptance test report.
- Implementing stakeholder feedback like switching between dynamic targets, using what-if parameter and measures to create dynamic slicer to filter visual, using bookmarks to switch between visuals, creating tooltip to show the trend, creating Executive dashboard.
- Deploying the solution using Power BI Service, report sharing.
- Automatic data refresh using gateways.
Final goal :
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Finance View: Created Profit and Loss statement to understand financial performance across markets, products, customers etc.
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Sales View: Created Top/ Bottom customers along with key metrics.
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Marketing View: Created Top/ Bottom products along with key metrics.
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Supply chain View: Created KPI’s like Forecast accuracy ,Net error and Absolute error to understand supply chain performance.
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Executive View: Integrated view of key insights for executives.
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Interactive Dashboard link: https://app.powerbi.com/view?r=eyJrIjoiZjkxNTdmYzktNjkxNi00YzMzLWEzYWItYjIzYzAxZWQyMmY4IiwidCI6ImM2ZTU0OWIzLTVmNDUtNDAzMi1hYWU5LWQ0MjQ0ZGM1YjJjNCJ9
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LinkedIn: https://www.linkedin.com/in/venkata-siva-santhi-anantha-71634a27a/
-I would like to thank entire codebasics team, Dhaval Patel and Hemanand Vadivel for creating this in-depth course.