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1910 m10 In-Class Project 2 v1 Okt Jiyc28h

This document provides steps to create a dashboard in Power BI to visualize retail sales data for a company with subsidiaries across different regions. The steps include loading data, creating relationships, measures and visualizations to show tax paid by region, orders by product category, top 5 customers, and orders by region-category-product. Role-based security is applied to restrict data visibility. Data gateway is configured for live data refresh.

Uploaded by

Shishanki Kushwah
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29 views9 pages

1910 m10 In-Class Project 2 v1 Okt Jiyc28h

This document provides steps to create a dashboard in Power BI to visualize retail sales data for a company with subsidiaries across different regions. The steps include loading data, creating relationships, measures and visualizations to show tax paid by region, orders by product category, top 5 customers, and orders by region-category-product. Role-based security is applied to restrict data visibility. Data gateway is configured for live data refresh.

Uploaded by

Shishanki Kushwah
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Microsoft Power bi certification and training

Module 10: In-Class Project

Project - 2

© Brain4ce Education Solutions Pvt. Ltd.


Module 10: In-Class Project

PEW Retail Dashboard

The following are the prerequisites to execute this project.

1. Power BI Desktop needs to be installed.


2. Power BI Data Gateway needs to be installed and configured.
3. Power BI Pro subscription is required.

Problem Statement: PEW Retail Inc. Ltd. has subsidiaries across the globe, and they are
selling products to various customers scattered across different geographies. They are
looking to have a consolidated dashboard with the following requirements:

1. How much Tax do they pay based on the various region they do business in?
2. Number of orders received by various product categories.
3. Who are their top five customers in consuming their products?
4. Order received by various regions to various product categories and products.
5. All this data is restricted as per the region. For example, a business user who owns an
Australian subsidiary is restricted only to see the Australian data.
6. Any changes or additions to the sales data should automatically get reflected to the
Dashboard without any manual intervention.
7. Export the reports to a Power BI Presentation.

©Brain4ce Education Solutions Pvt. Ltd Page 1


Module 10: In-Class Project

Solution

Step 1: Load/Import the data from all the below CSV files using the Power BI desktop.
▪ FactInternetSales.csv
▪ DimProduct.csv
▪ DimProductCategory.csv
▪ DimProductSubCategory.csv
▪ DimGeography.csv
▪ DimCustomer.csv
Step 2: After loading the data, make sure you create the relationship between
DimProduct and DimProductSubCategory as shown below:

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Module 10: In-Class Project

Step 3: Tax amount they are paying based on the various region they do business:

▪ Drag and drop TaxAmt from FactInternetSales and


EnglishCountryRegionName from DimGeography as shown below:

Step 4: Number of orders received by various product categories.

▪ Drag and drop EnglishProductCategoryName from DimProductCategory


and OrderQuantity from FactInternetSales.
▪ You can change the colors formatting as per your choice as shown below:

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Module 10: In-Class Project

Step 5: Their top 5 customers


Create Measure Total Orders under DimCustomer using below DAX:

Total Orders = SUM(FactInternetSales[OrderQuantity])


Under FactInternetSales, create a Measure top 5 customers using below DAX:
Top5 Customers = CALCULATE([Total Orders],
FILTER(VALUES(DimCustomer[FirstName]),
IF(RANKX(ALL(DimCustomer[FirstName]),[Total
Orders],,DESC)<=5,[Total Orders],BLANK())))

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Module 10: In-Class Project

Step 6: Orders received by various regions by to various product categories and


products:
▪ Drag fields EnglishCountryRegionName, EnglishProductCategoryName and
EnglishProductName on Axis. Drag OrderQuantity in Value as shown below.

Step 7: All this data is restricted as per the region.


▪ Under Modeling, click on Manage Roles and Create New as RegionRoles with
the below DAX:

[EnglishCountryRegionName] = "United States"

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Module 10: In-Class Project

▪ You can even view as Roles using View as Role to test the role.

Step 8: Any changes or addition to the sales data should automatically get reflected to
the Dashboard without any manual intervention.
▪ For this, install and configure the Power BI Data Gateway (personal mode) from
here https://powerbi.microsoft.com/en-us/gateway/

Step 9: Publish the report on the Power BI service by clicking on Publish option.

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Module 10: In-Class Project

Step 10: After publishing the report, we users can export the Reports to a Power BI
Presentation.
▪ In Power BI Service, select the Report, then File, Export to PowerPoint, and
select Embed an image.

▪ After successful export, we can open the PowerPoint file with embedded report.

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Module 10: In-Class Project

©Brain4ce Education Solutions Pvt. Ltd Page 8

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