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Built a dashboard in Power BI from scratch for finance, sales, marketing, supply chain and executives which will support the organization in gross margin improvement.

business-insights-360's Introduction

Provide Insights to Management In the Consumer Goods Domain AtliQ Hardware is a consumer goods electronics company having operations in various countries.

Domain: Consumer Goods

Function: Sales

Problem Statement:

AtliQ's business is growing rapidly and they still rely on Excel files for data analytics. Excel files are hard to consume and not effective in generating insights. Also due to the lack of effective analytics, the company faced a major loss in Latin America.

Task :

As a data analyst, perform the following tasks

Get P & L statements for any customer/product/country or aggregation over any time period.

Get forecast accuracy, net error, and risk profile for product, segment, category, customer, etc.

A top-level dashboard for executives consolidating top insights from all dimensions of business.

Tech Stacks :

SQL

PowerBI Desktop

Excel

Dax Language

Data Model

๐Ÿ‘‰ Data modeling plays a vital role and is considered the basement of the report. All the visuals will be built upon the data model

๐Ÿ‘‰ In this project, we have followed the Snowfall data modeling method.

image

Home :

Screenshot (104)

Financial View :

Screenshot (105)

Sales View :

Screenshot (106)

Marketing View :

Screenshot (107)

Supply Chain View :

Screenshot (108)

Executive View :

Screenshot (109)

Understanding business P & L Statements :

๐Ÿ‘‰ Gross price

๐Ÿ‘‰ Pre-invoice deductions

๐Ÿ‘‰ Post-Invoice deductions

๐Ÿ‘‰ Net Invoice sale

๐Ÿ‘‰ Gross Margin

๐Ÿ‘‰ Net sales

๐Ÿ‘‰ Net profit

๐Ÿ‘‰ COGS- Cost of goods sold

PowerBI techniques Learnt :

๐Ÿ”ฅ What are all the questions that should be asked before starting the project

๐Ÿ”ฅ Creating calculated columns

๐Ÿ”ฅ Creating measures using DAX language

๐Ÿ”ฅ Data modeling

๐Ÿ”ฅ Using Bookmarks to switch between two visuals

๐Ÿ”ฅ Page navigation with buttons

๐Ÿ”ฅ Using KPI indicators

๐Ÿ”ฅ Conditional formatting of the values in visuals using icons or background color

๐Ÿ”ฅ Data validation techniques

๐Ÿ”ฅ PowerBI services

๐Ÿ”ฅ Publishing reports to PowerBI services

๐Ÿ”ฅ Setting up the personal gateway to set up the auto-refresh of data

๐Ÿ”ฅ Collaboration, workspace, and access permissions in PowerBi services

business-insights-360's People

Contributors

inbatamilan573 avatar

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