Power BI Performance Report

This project showcases an interactive Power BI dashboard built to analyze the Plant Co. Sales Performance using advanced DAX calculations and dynamic visuals.

Project Features

• Data Cleaning using Power Query
• Date Dimension Table (Dim_Date) with InPast logic
• Base Measures: Sales, Quantity, COGs, Gross Profit
• YTD vs PYTD Analysis using TOTALYTD and SAMEPERIODLASTYEAR
• SWITCH Logic for dynamic measure toggling
• Dynamic Titles for visuals and charts
• Conditional Formatting on cards
• Visuals Used:
  • Line and Stacked Column Chart
  • Waterfall Chart
  • Scatter Plot with Zoom Slider
  • Treemap

📂 Files Included

File Name	Description
Performance_Report.pbix	Power BI dashboard file
Plant_DTS.xlsx	Source data for the dashboard
PowerBI_Project_Documentation.docx	Technical details, DAX code, visuals used

🧠 Key Metrics & DAX Highlights

YTD_Sales = TOTALYTD([Sales], Fact_Sales[Date_Time])
PYTD_Sales = CALCULATE([Sales], SAMEPERIODLASTYEAR(Dim_Date[Date]), Dim_Date[Inpast] = TRUE)
YTD vs PYTD = [S_YTD] - [S_PYTD]