Introduction
As part of a Power BI project, I successfully utilized Power BI to analyze various datasets, showcasing my expertise in creating comprehensive reports and dynamic dashboards. To ensure security and compliance, all data and names within this project have been altered. The skills and technical knowledge applied throughout the project include:
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Accessing data from various sources, such as cloud platforms, CSV files, Excel spreadsheets, and SQL databases.
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Performing Extract, Transform, Load (ETL) processes using Power Query to manipulate and shape the data.
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Conducting data preparation tasks such as updating and appending tables.
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Transforming data into a suitable data model and exploring it by removing duplicates, adding conditional columns, unpivoting and splitting columns, as well as normalizing tables.
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Creating custom tables and establishing relationships, implementing either star or snowflake schema tables based on the requirements.
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Preparing data visualizations and reports using a wide range of chart types including bar, line, column, scatter, pie, donut, ribbon, and waterfall charts, along with tables, matrices, KPIs, slicers, and maps.
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Implementing DAX (Data Analysis Expressions) measures to perform calculations such as sum, count, calculate, divide, and time intelligence functions.
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Building dynamic measures, dynamic dimensions, tooltips, and bookmarks to enhance the interactivity and usability of the reports.
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Developing dashboards that effectively highlight the key insights using Natural Language Query.
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Setting up alerts and subscriptions within the dashboard to enable timely notifications and updates.
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Configuring an enterprise gateway to establish secure and efficient connections with on-premises data sources.
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Publishing, sharing, and collaborating on dashboards, workspaces, and apps, ensuring effective communication and knowledge sharing within the project team.
By applying these skills and technical competencies, I was able to create a powerful Power BI solution that effectively met the project objectives.
Summary
The report pages are structured with a consistent top section featuring slicers for Country, Category, Subcategory, Fiscal Years, Fiscal Quarters, Year-to-Date, and Year-to-Go. These slicers allow users to filter the data based on their preferences and analyze specific subsets of information.
The Finance page focuses on the Profit and Loss (P&L) report, providing insights by Country, Customer, and Product. It includes a multi-row card that displays total amounts and profit percentages. To enhance usability, there are additional slicers enabling users to explore the report across different selection ranges. Additionally, the report incorporates tooltip reporting, allowing users to access detailed information by interacting with sales by customer data.
The Sales, Marketing and Supply Chain pages showcases various performance metrics, which are calculated using DAX measures. The metrics are presented in matrix tables, providing a detailed breakdown of amounts by product category and subcategory levels. This enables users to analyze sales performance across different product segments effectively.
Overall, the report design combines interactive slicers, meaningful visualizations, and calculated metrics to deliver comprehensive insights and facilitate data-driven decision-making.