This project showcases a dynamic performance report built in Power BI. The report provides end-to-end insights into sales and profitability, designed as a portfolio-ready project for data analytics professionals.
The project covers the entire analytics lifecycle:
- Data preparation & modeling
- Creating reusable DAX measures
- Designing interactive and insightful visual dashboards
- Enhancing decision-making with sales & profitability analysis
- Demonstrate practical Power BI skills through a real-world project
- Build a dynamic and interactive performance report
- Provide insights into sales, gross profit, and account performance
- Create a portfolio-ready project to showcase data analytics expertise
Plant_DTS.xls→ Source dataset containing sales and profitability dataPerformance Report.pbix→ Power BI report file with data model, DAX measures, and dashboards
- Created an effective date table for YTD & prior-year comparisons
- Added calculated columns for empty month handling
- Developed a measures table for sales, gross profit, and quantity metrics
- Year-to-date (YTD) calculations for sales, quantity, and gross profit
- Switch measures for toggling KPIs (sales, profit, quantity)
- Prior-year and variance calculations for trend analysis
- KPI Cards: Highlight key metrics consistently
- Slicers: Allow switching between YTD and prior year views
- Line & Column Charts: Show sales trends and seasonal impacts
- Waterfall & Scatter Charts: Identify underperforming countries and accounts
- Conditional Formatting: Highlight positive vs. negative performance
- Dynamic Titles: Contextual insights based on user selections
- Identified underperforming countries with declining sales trends
- Segmented accounts by profitability vs. sales volume using scatter charts
- Highlighted key months (e.g., February) for strategic review
- Provided actionable insights into regional and sector-based performance
- Download the repository files from the
Datafolder. - Open
Performance Report.pbixin Power BI Desktop. - Refresh the data model (linked to
Plant_DTS.xls). - Explore the dashboards and interact with slicers.
- Power BI Desktop (Data modeling & report building)
- DAX (Custom calculations & KPIs)
- Excel (Data source)
- Practical exposure to end-to-end Power BI project development
- Hands-on experience with data modeling and DAX measures
- Best practices in report design and visualization
- Portfolio-ready project for career growth in data analytics
- Expand analysis to include forecasting and trend predictions
- Automate dataset refresh using Power BI Service
- Add role-based RLS (Row-Level Security) for different business users
This project is for educational and portfolio purposes. Feel free to fork and adapt for your own learning.