Performance Report in Power BI

Project Overview
Data Source
Dashboard
Tools & Technologies
Methodology
DAX Measures

📊 Project Overview

An interactive Power BI dashboard designed to monitor key business metrics and KPIs effectively. This dashboard enhances decision-making with real-time insights and user-friendly navigation. It provides a comprehensive view of sales performance, gross profit, and other vital metrics to support strategic planning and operational efficiency.

📊 Data Source

Fact Table: Contains transaction-level data such as sales amount, quantity sold, and timestamps.
Dimension Tables:
- Dim_Date: Provides date attributes for time-based analysis.
- Dim_Product: Contains product details for sales categorization.
- Dim_Customer: Holds customer information to analyze sales trends by demographics.

📹 Dashboard Demo

Performance Report Dashboard

Watch the demo of the Performance Report Dashboard here.

🛠️ Tools & Technologies

Power BI: Data visualization and business intelligence tool.
DAX (Data Analysis Expressions): Used for creating custom calculations and measures.

📐 Methodology

Data Extraction:
- Imported data from various sources, including Excel files.
Data Transformation:
- Cleaned and structured data to prepare it for analysis within Power BI.
Modeling:
- Created relationships between fact and dimension tables in Power BI.
Visualization:
- Designed interactive dashboards with charts, graphs, and KPIs.

📊 DAX Measures

Gross Profit Percentage (GP%):
```
GP% = DIVIDE([Gross Profit], [Sales])
```

Previous Year-to-Date (PYTD) Measures:

  PYTD_GrossProfit = 
  CALCULATE([Gross Profit], SAMEPERIODLASTYEAR(Dim_Date[Date]), Dim_Date[Inpast] = TRUE)

Quantity:

PYTD_Quantity = 
CALCULATE([Quantity], SAMEPERIODLASTYEAR(Dim_Date[Date]), Dim_Date[Inpast] = TRUE)

Sales:

 PYTD_Sales = 
 CALCULATE([Sales], SAMEPERIODLASTYEAR(Dim_Date[Date]), Dim_Date[Inpast] = TRUE)

PYTD (S_PYTD):

  S_PYTD = 
  VAR selected_value = SELECTEDVALUE(Slc_Values[Values])  
 VAR result = 
 SWITCH(
  selected_value,
 "Sales", [PYTD_Sales],
  "Quantity", [PYTD_Quantity],
  "Gross Profit", [PYTD_GrossProfit],
  BLANK()
  ) 
  RETURN result

Year-to-Date (YTD)

 YTD_GrossProfit = TOTALYTD([Gross Profit], Fact_Sales[Date_Time])

YTD vs PYTD:
```
YTD vs PYTD = [S_YTD] - [S_PYTD]
```

📝 Conclusion

The Performance Report Dashboard in Power BI serves as a powerful tool for visualizing key business metrics and facilitating data-driven decision-making. By leveraging DAX measures and interactive visualizations, this dashboard provides stakeholders with essential insights into sales performance and profitability. The project showcases my ability to analyze data effectively and create meaningful reports that support strategic business objectives. I look forward to further enhancing my skills in data visualization and analytics as I continue to explore more complex projects.