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Power BI · Case Study
Interactive Sales Report
A comprehensive retail sales analytics dashboard transforming raw transactional data into actionable KPIs, regional performance insights, and product-level trends.
📋 Project Overview
Designed a fully interactive retail sales dashboard replacing static Excel reports. Consolidates POS data, regional spreadsheets, and product catalogues into a live, filterable view for management.
🎯 Objectives
- Replace static monthly Excel reports with interactive Power BI dashboard
- Enable filtering by region, category, time period, and sales rep
- Build YoY and MoM comparison metrics
- Surface top/bottom products by revenue and margin
- Configure scheduled refresh via Power BI Service
📊 Key Findings
📈
+23%
Revenue Growth
Q3 consistently outperforms Q1 — seasonal trend now visible.
📍
3
Underperforming Regions
Northeast, Midwest, Southwest below profit margin target.
💰
$2.4M
Top Product Revenue
Electronics drives 38% of total revenue.
👥
47
Sales Reps Tracked
Top 10% responsible for 62% of revenue.
⚙️ My Process
1
Data Collection
Gathered CSV exports from POS, Excel from regional managers, and product master from SharePoint.
2
Power Query Cleaning
Standardized columns, fixed date formats, removed 1,240 duplicates, merged 3 sources into one fact table.
3
Star Schema Model
Built 1 fact table + 4 dimension tables (Products, Regions, Date, Sales Reps).
4
DAX Measures
Wrote 18 measures: YoY Growth %, Rolling 3M Average, Profit Margin % using CALCULATE and SAMEPERIODLASTYEAR.
5
Dashboard Design
3-page layout: Executive Summary, Regional Breakdown, Product Analysis with drill-through pages.
6
Publishing
Deployed to Power BI Service with RLS by region, shared with 12 stakeholders.
💻 DAX Highlights
-- YoY Revenue Growth %
YoY Growth % =
DIVIDE(
[Total Revenue] - CALCULATE([Total Revenue],
SAMEPERIODLASTYEAR('Date'[Date])),
CALCULATE([Total Revenue],
SAMEPERIODLASTYEAR('Date'[Date])), 0
)🏆 Outcomes & Impact
Results Delivered
80%
Faster Reporting
18
DAX Measures
3
Report Pages
- Reduced weekly reporting from 6 hours to under 30 minutes
- Management reallocated budget to 3 underperforming regions within 2 weeks
- Sales team adopted dashboard as primary tracking tool
Interested in Similar Work?
Open to data analyst and dashboard roles. Let's build something impactful together.