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sales_insight_analyser

Problem Statement

ABC Hardware is a company that supplies computer hardware and peripherals to various clients. They have their head office in Delhi, India, and many regional offices throughout the country. Apoorva Jha, the sales director, struggles to obtain accurate sales insights due to regional managers' biased reporting and excessive data. He seeks a simplified, visual representation of the data for better decision-making.

The reliance on verbal reports from regional managers leads to a distorted view of the sales performance. This affects Apoorva’s ability to make informed decisions based on accurate data. The overwhelming amount of Excel files complicates the analysis process. Apoorva desires a more straightforward way to understand key sales metrics without sifting through numerous spreadsheets.

Implementing a dashboard solution like Power BI allows Apoorva to visualize data effectively. This enables him to track sales trends and make data-driven decisions to enhance company performance.

Project Planning

The second part of this project includes project planning. Project planning for data analytics at ABC Hardware involves using the AIMS grid to clarify purpose, stakeholders, end results, and success criteria effectively. This structured approach facilitates better project outcomes and resource management.

AIMS Grid Components

  1. Identifying Pain Points

    • The first component emphasizes identifying the key pain points in the project, ensuring focused efforts on addressing specific challenges. This clarity helps streamline the project direction. We want to know in which region the business is not doing well. Where the business is burning.
  2. Stakeholder Involvement

    • Stakeholder involvement is crucial, including teams from marketing, sales, IT, and data analytics. This ensures comprehensive insights and collaboration throughout the project's lifecycle. This inclusive approach enhances project effectiveness.
  3. Defining Success Criteria

    • Defining success criteria is essential to measure project success accurately, such as reducing costs by 10% and improving information delivery methods. This quantifiable goal supports accountability and progress tracking.

The AIMS grid is a powerful project management tool that helps define success criteria and monitor project progress efficiently, significantly enhancing project outcomes.

Data Cleaning and Analyzing with MySQL

Show all customer records

SELECT * FROM customers;

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Show total number of customers

SELECT count(*) FROM customers;

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Show transactions for Chennai market (market code for chennai is Mark001

SELECT * FROM transactions WHERE market_code='Mark001';

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Show transaction where currancy is USD

SELECT * FROM transactions WHERE currency="USD";

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Show transactions in 2020 join by date table

SELECT transactions., date. FROM transactions INNER JOIN date ON transactions.order_date=date.date WHERE date.year=2020;

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Show total revenue in year 2020, January Month,

SELECT SUM(transactions.sales_amount) FROM transactions INNER JOIN date ON transactions.order_date = date.date WHERE date.year = 2020 AND date.month_name = 'January' AND (transactions.currency = 'INR' OR transactions.currency = 'USD');

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Show total revenue in year 2020 in Chennai

SELECT SUM(transactions.sales_amount) FROM transactions INNER JOIN date ON transactions.order_date=date.date WHERE date.year=2020 AND transactions.market_code="Mark001";

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By using these MySQL operations, we obtained insights into the sum of the data and transactions. We identified which rows and columns have missing values, which we will clean later on using Power BI.

ETL with Power BI

schema diagram

Power BI Dashboard

ABC_BI_report

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