Assignment 1

Business Analysis of Maven Market

Instructions:
Maven Market is a multi-national grocery chain with locations in Canada, Mexico and the
United States. You have to perform the task of connecting and shaping the source data,
building a relational model, adding calculated columns and measures, and designing a report
using different visuals.
Refer to the following files in the MavenMarket_dataset folder on Teams:
1. MavenMarket_Calendar.csv
2. MavenMarket_Customers.csv
3. MavenMarket_Products.csv
4. MavenMarket_Regions.csv
5. MavenMarket_Returns_1997-1998.csv
6. MavenMarket_Stores.csv
7. MavenMarket_Transactions_1997.csv
8. MavenMarket_Transactions_1998.csv
Open a new PowerBI Desktop file and perform the tasks mentioned below. Save this file as
yourPRN_MavenMarket.pbix file which should be submitted on Microsoft Teams:
1. Check that Locale for import is set to "English (United States)" in the Regional Settings
tab
2. Connect to the MavenMarket_Customers csv file
a. Name the table "Customers", and make sure that headers have been promoted
b. Confirm that data types are accurate (Note: "customer_id" should be whole
numbers, and both "customer_acct_num" and "customer_postal_code" should
be text)
c. Add a new column named "full_name" to merge the the "first_name" and
"last_name" columns, separated by a space
d. Create a new column named "birth_year" to extract the year from the
"birthdate" column, and format as text
e. Create a conditional column named "has_children" which equals "N" if
"total_children" = 0, otherwise "Y"
3. Connect to the MavenMarket_Products csv file
a. Name the table "Products" and make sure that headers have been promoted

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 b. Confirm that data types are accurate (Note: "product_id" should be whole
numbers, "product_sku" should be text), "product_retail_price" and
"product_cost" should be decimal numbers)
c. Use the statistics tools to return the number of distinct product brands, followed
by distinct product names. You should see 111 brands and 1,560 product names
d. Add a calculated column named "discount_price", equal to 90% of the original
retail price
e. Format as a fixed decimal number, and then use the rounding tool to round to
2 digits
f. Select "product_brand" and use the Group By option to calculate the average
retail price by brand, and name the new column "Avg Retail Price". You should
see an average retail price of $2.18 for Washington products, and $2.21 for
Green Ribbon
g. Delete the last applied step to return the table to its pre-grouped state
h. Replace "null" values with zeros in both the "recyclable" and "low-fat" columns
4. Connect to the MavenMarket_Stores csv file
a. Name the table "Stores" and make sure that headers have been promoted
b. Confirm that data types are accurate (Note: "store_id" and "region_id" should
be whole numbers)
c. Add a calculated column named "full_address", by merging "store_city",
"store_state", and "store_country", separated by a comma and space
d. Add a calculated column named "area_code", by extracting the characters
before the dash ("-") in the "store_phone" field
5. Connect to the MavenMarket_Regions csv file
a. Name the table "Regions" and make sure that headers have been promoted
b. Confirm that data types are accurate (Note: "region_id" should be whole
numbers)
6. Connect to the MavenMarket_Calendar csv file
a. Name the table "Calendar" and make sure that headers have been promoted
b. Use the date tools in the query editor to add the following columns:
• Start of Week (starting Sunday)
• Name of Day
• Start of Month
• Name of Month
• Quarter of Year
• Year
7. Connect to the MavenMarket_Returns csv file
a. Name the table "Return_Data" and make sure that headers have been
promoted
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 b. Confirm that data types are accurate (all ID columns and quantity should be
whole numbers)
8. Connect to MavenMarket_Transactions_1997 and MavenMarket_Transactions_1998
csv files and combine the data using append query. Name the new table as Transaction
data
9. Click Close & Apply and Exit query editor
10.In relationship view ensure that tables are connected properly
a. Connect Transaction_Data to Customers, Products, and Stores using valid
primary/foreign keys
b. Connect Transaction_Data to Calendar using both date fields, with an inactive
"stock_date" relationship
c. Connect Return_Data to Products, Calendar, and Stores using valid
primary/foreign keys
d. Connect Stores to Regions as a "snowflake" schema
11.In the data view of Desktop
a. Update all date fields (across all tables) to the "M/d/yyyy" format using the
formatting tools in the Modeling tab
b. Update "product_retail_price", "product_cost", and "discount_price" to
Currency ($ English) format
c. In the Customers table, categorize "customer_city" as City,
"customer_postal_code" as Postal Code, and "customer_country" as
Country/Region
d. In the Stores table, categorize "store_city" as City, "store_state" as State or
Province, "store_country" as Country/Region, and "full_address" as Address
12.In the Data View, add following Calculated Columns
a. In the Calendar table, add a column named "Weekend"
• Equals "Y" for Saturdays or Sundays (otherwise "N")
b. In the Calendar table, add a column named "End of Month"
• Returns the last date of the current month for each row
c. In the Customers table, add a column named "Current Age"
• Calculates current customer ages using the "birthdate" column and the
TODAY() function
d. In the Customers table, add a column named "Priority"
• Equals "High" for customers who own homes and have Golden
membership cards (otherwise "Standard")
e. In the Customers table, add a column named "Short_Country"
• Returns the first three characters of the customer country, and converts
to all uppercase
f. In the Customers table, add a column named "House Number"
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 • Extracts all characters/numbers before the first space in the
"customer_address" column (hint: use SEARCH)
g. In the Products table, add a column named "Price_Tier"
• Equals "High" if the retail price is >$3, "Mid" if the retail price is >$1, and
"Low" otherwise
h. In the Stores table, add a column named "Years_Since_Remodel"
• Calculates the number of years between the current date (TODAY()) and
the last remodel date
13. In Report view, add the following Measures (Use matrix visual to match the spot-check
values)
a. Create new measures named "Quantity Sold" and "Quantity Returned" to
calculate the sum of quantity from each data table
• Spot check: You should see total Quantity Sold = 833,489 and total
Quantity Returned = 8,289
b. Create new measures named "Total Transactions" and "Total Returns" to
calculate the count of rows from each data table
• Spot check: You should see 269,720 transactions and 7,087 returns
c. Create a new measure named "Return Rate" to calculate the ratio of quantity
returned to quantity sold (format as %)
• Spot check: You should see an overall return rate of 0.99%
d. Create a new measure named "Weekend Transactions" to calculate transactions
on weekends
• Spot check: You should see 76,608 total weekend transactions
e. Create a new measure named "% Weekend Transactions" to calculate weekend
transactions as a percentage of total transactions (format as %)
• Spot check: You should see 28.4% weekend transactions
f. Create new measures named "All Transactions" and "All Returns" to calculate
grand total transactions and returns (regardless of filter context)
• Spot check: You should see 269,720 transactions and 7,087 returns across
all rows (test with product_brand on rows)
g. Create a new measure to calculate "Total Revenue" based on transaction
quantity and product retail price, and format as $
• Spot check: You should see a total revenue of $1,764,546
h. Create a new measure to calculate "Total Cost" based on transaction quantity
and product cost, and format as $
• Spot check: You should see a total cost of $711,728
i. Create a new measure named "Total Profit" to calculate total revenue minus
total cost, and format as $
• Spot check: You should see a total profit of $1,052,819
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 j. Create a new measure named "Unique Products" to calculate the number of
unique product names in the Products table
• Spot check: You should see 1,560 unique products
14.VISUALS – Try to fit all visuals on the same page
a. Matrix Visual
• Insert a Matrix Visual to show Total Transactions, Total Profit, Profit
Margin, and Return Rate by Product_Brand.
• Add conditional formatting to show data bars on the Total Transactions
column, and color scales on Profit Margin (White to Green) and Return
Rate (White to Red).
• Add a visual level Top N filter to only show the top 30 product brands,
then sort descending by Total Transactions
b. Map Visual
• Add a Map visual to show Total Transactions by store city
• Add a slicer for store country, Under the "selection controls" menu in the
formatting pane, activate the "Show Select All" option
• Change the orientation in the "General" formatting menu to horizontal
and resize to create a vertical stack (rather than a list)
c. Treemap Visual
• Add a Treemap visual to break down Total Transactions by store country
• Pull in store_state and store_city beneath store_country in the "Group"
field to enable drill-up and drill-down functionality
•
d. Add any 2 more visuals of your choice. The visuals may cover some of the
measures / dimensions not already covered above.

Just to repeat - Save your file as yourPRN_MavenMarket.pbix file which should be

submitted on Microsoft Teams
Along with uploading the .pbix file, publish your project on PowerBI and share the link as
well.
End of Assignment

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