Power BI Sales & Inventory Dashboard Project

In order to finish the Power BI course necessary to get extended user rights at Scania, it was required to create the report that solves a problem similar to ones encountered in the real life. This project was a proof of concept (POC) Power BI report designed for the Sales & Marketing department of fictional company Contoso

Overview:

The report provides actionable insights into sales performance, top customer profitability, and inventory levels. It allows users to interactively filter data based on date range and product name, helping stakeholders make informed decisions.

Key Features and Functionality

Sales Analysis (Total Profit USD)
- Line chart visualizing total profit trends over time.
- Drill-down enabled from year to month-level sales analysis.
- Fully responsive to date and product slicers.
Top 5 Profitable Customers
- A dynamically filtered table showing the top 5 customers ranked by total profit.
- If there is more than one customer with the top profit, it lists all the names for the top ranks.
- Updates automatically based on selected date range and product filters.
Inventory Balance Monitoring
- A line chart displaying inventory movements over time.
- Provides insights into stock levels to avoid shortages or overstocking.
- Synchronized with date and product slicers.
Product Performance Share
- Product-wise contribution to total sales within the selected date range.
- Helps identify high-performing products.
Slicers for Interactive Filtering
- Date Range Slicer: Allows users to filter the report based on specific periods.
- Product Name Slicer: Filters the report visuals based on selected product categories.

Analysis:

Technical Implementation

Data Model Structure:
- Fact Tables:
  - FactInternetSales (sales metrics)
  - FactInventory (inventory movements)
- Dimension Tables:
  - DimProduct (product attributes)
  - DimCustomer (customer details)
  - DimDate (date hierarchy)
Key DAX Measures Used:
- Total Profit (USD) – Aggregates total sales.
- Customer Rank – Dynamically ranks top 5 customers.
- Product Sales Share – Calculates percentage contribution of each product.
- Inventory Balance – Tracks stock movements over time.
Relationships Defined:
- FactInternetSales linked to DimProduct via ProductKey.
- FactInternetSales linked to DimCustomer via CustomerKey.
- FactInternetSales linked to DimDate via DateKey.

Challenges Faced & Solutions Implemented

Handling Customer Tie Breakers:
- Used a ranking system that doesn’t display all names within top 5 profit ranks but only as few of the top performers above requested as possible.
Performance Optimization:
- Applied ALLSELECTED() and FILTER() functions to minimize performance impact when dealing with large datasets.

Project Outcomes

Improved visibility into customer profitability and sales trends.
Enhanced decision-making for stock management through inventory tracking.
Interactive, user-friendly dashboard that meets Contoso's analytical requirements.