Summer Training Project

Report On

‘‘ A STUDY ON CREATING POWERFUL DASHBOARDS AND

ADVANCED DATA VISUALIZATION TECHNIQUES ”

Submitted in partial fulfillment of the requirement

for the award of degree of

MASTERS OF BUSINESS ADMINISTRATION

Session 2023-2025

MAHARISHI MARKANDESHWAR (DEEMED TO BE UNIVERSITY)

UNDER

UNDER THE SUPERVISION OF - SUBMITTED BY-

Dr. Shitiz Upreti Radhika Baseen
(Assistant Professor) MBA 2nd Year
12237033

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Company Certificate

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 Declaration Of Industry Guide

(Certificate Of Originality/Declaration)

This is to certify that the work incorporated in this Project Report “Creating Powerful
dashboards using Power BI and Data visualization” submitted by Radhika Baseen is her
original work and completed under my guidance. Material obtained from other sources has
been duly acknowledged in the Project Report.

Date –25/09/2024 Radhika Baseen

Place -Mullana Signature

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 Acknowledgment
I would like to express my sincere gratitude to everyone who contributed to the successful
completion of this project on "Making Powerful Dashboards Using Power BI and Data
Visualization." Their support, guidance, and encouragement have been invaluable throughout
the research process.

First and foremost, I extend my heartfelt thanks to Director Dr. Jayaashish sir and my project
supervisor Assistant Prof. Shitiz Upreti, for their unwavering support and expertise. Their
guidance provided me with the necessary direction and insights to navigate the complexities
of data visualization and Power BI.

I would like to express my appreciation to the team at Infowiz Software Solution for their
cooperation and willingness to share valuable insights into their data practices. Special thanks
to Mr. Kamal Garg sir, whose contributions significantly enriched the data collection process.

I am grateful to the academic staff at Maharishi Markandeshwar Institute of Management

for providing the necessary resources and facilities to carry out this research. Their
commitment to fostering a conducive research environment has been crucial to the project's
success.

Lastly, I extend my gratitude to all those who, directly or indirectly, played a role in shaping
this research endeavor. Our support has been instrumental, and I am truly thankful for the
collaborative effort that made this project possible.

Radhika Baseen

Maharishi Markandeshwar Institute of Management

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 Table of Contents
S.N. Particulars Page Number
1 Title Page 1
2 Company Certificate 2
3 Student declaration 3
4 Acknowledgment 4
5 Table of Contents 5
6 Chapter1- Introduction to Research
1.1 Executive Summary 7
1.2 Introduction 8
1.3 Objectives of Study 8
1.4 Need/Purpose of Study 9
1.5 Scope of Study 10

7 Chapter-2 Theoretical Framework

2.1 Introduction and Origin of Power BI 11
2.2 What is Business Intelligence 12
2.3 Introduction to Power BI & Understanding the Power Of BI 13
2.4 Building Blocks in Power BI 20
2.5 Microsoft Power BI Architecture 23
2.6 What is Data Visualization 25

8 Chapter-3 Literarture review 30

9 Chapter-4 Company Profile 34
4.1 Introduction to Organization
4.2 Product and services
10 Chapter 5: Research Methodology:
5.1 Introduction to Research Topic 36
5.2 Research Design 37
5.3 Working of Power BI 40
5.4Data Collection 45
Methods
11 Chapter-6 Data Analysis & Interpretation 47

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12 Conclusion 57
13 Future Implications 58
14 References –APA Style 60
15 Questionnaire 61

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 Chapter1- Introduction to Research

Executive Summary

During my internship at Infowiz Software Solution., a leading multinational company

specializing in IT services and training, I had the privilege of contributing to the project
"Making Powerful Dashboards Using Power BI and Data Visualization." Infowiz excels in
professional WordPress development, website design, SEO, and digital marketing. This
internship allowed me to explore and apply these skills in the specific context of creating
powerful dashboards using Power BI and data visualization techniques.Theprimary focus of
my internship was to leverage Power BI and data visualization tools to design and develop
impactful dashboards. Infowiz, with its extensive experience in diverse IT services, provided
a conducive environment to explore and implement advanced dashboard solutions.

Throughout the internship, I actively engaged in projects related to dashboard development,

harnessing the capabilities of Power BI. My responsibilities included data visualization,
customization, and ensuring interactivity within the dashboards. This hands-on experience
enhanced my proficiency in creating dynamic and insightful data representations. Infowiz
demonstrated a profound understanding of Power BI's capabilities, employing them
effectively in various projects. The company's commitment to staying at the forefront of
technology trends and its focus on quality-driven processes contributed significantly to the
success of the dashboard development initiatives.

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1.1 Introduction

In the dynamic landscape of data-driven decision-making, the study focuses on the

comprehensive exploration of Microsoft Power BI's capabilities in the realm of dashboard
development. As organizations increasingly rely on advanced analytics to extract
actionable insights from vast datasets, Power BI emerges as a pivotal tool, offering a
robust platform for transforming raw data into visually engaging dashboards. This study
delves into the intricacies of Power BI's functions and features, aiming to equip
practitioners with the proficiency to craft compelling visualizations. By understanding the
nuances of dashboard design within the Power BI framework, this research endeavors to
bridge the gap between theoretical knowledge and practical application, providing
valuable insights for navigating the evolving landscape of business intelligence.

1.2 Objectives of the Study

1. To Develop Interactive Dashboards using Power BI

2. To understand the working of Power BI Architecture

3. To study the steps of developing informed insights using Power BI

4. To Integrate Data Sources for Comprehensive Analysis of an E-commerce

Company Sales and Profits.

1.3 Need of the Study:

In the rapidly evolving landscape of the E-Commerce industry, there is an escalating need for
data-driven decision-making. The increasing complexity and volume of data generated by E-
Commerce operations necessitate a sophisticated approach to data analysis. Stakeholders
require tools and methodologies that can provide real-time, user-friendly insights to facilitate
strategic planning and operational optimization.

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1.4 Purpose of the Study:

The purpose of this study is to address the identified need by:

1. Developing Interactive Dashboards using Power BI:

● Purpose: Empowering decision-makers with the skills to create dynamic, user-

friendly dashboards that consolidate complex data.

● Aim: Facilitate quick interpretation of key performance indicators (KPIs) for

effective and timely decision-making in the E-Commerce sector.

2. Understanding the Working of Power BI Architecture:

● Purpose: Providing a comprehensive understanding of Power BI's architecture

to optimize data models, enhance performance, and troubleshoot issues.

● Aim: Enable users to create robust and reliable dashboards capable of

handling the growing volume and complexity of E-Commerce data.

3. Studying the Steps of Developing Informed Insights using Power BI:

● Purpose: Guiding users through a systematic approach to derive actionable

insights from raw data.

● Aim: Empower decision-makers to transform data into informed insights,

contributing to strategic decision-making in the competitive E-Commerce
landscape.

4. Integration of Data Sources for Comprehensive Analysis of E-Commerce

Companies:

● Purpose: Exploring the significance of integrating diverse data sources for a

holistic analysis.

● Aim: Enable E-Commerce professionals to conduct comprehensive analyses

by integrating data from various channels, providing a more accurate
representation of overall business performance.

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1.5 Scope of the Study:

1. Geographical Scope:

● Global Reach: Determine if the dashboards will cater to a global audience or

specific regions.

● Localization: Consider whether the dashboards need to accommodate

geographical variations, such as language preferences or currency
differences.

● Regional Performance: Analyze and visualize data to highlight performance

metrics across different geographical regions.

2. Operational Scope:

● Data Integration: Specify the operational areas from which data will be
collected and integrated into Power BI. This might include sales, marketing,
finance, or other departments.

● Data Sources: Identify the operational databases, systems, or platforms that

will feed data into Power BI for visualization.

● Operational Metrics: Define key operational metrics that the dashboards will
track and analyse.

3. Tactical Scope:

● Departmental Focus: Determine the specific departments or units within the

organization for which the dashboards will be developed (e.g., sales,
marketing, HR).

● Tactical Objectives: Align the dashboards with tactical objectives such as

improving efficiency, monitoring project progress, or optimizing specific
operational processes.

● User Roles: Identify the tactical roles within the organization that will interact
with the dashboards, and tailor visualizations accordingly

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 Chapter-2 Theoretical Framework

2.1 Introduction And Origin Of Power BI

Microsoft Power BI is a powerful business analytics tool that revolutionizes the way
organizations interact with their data. As the demand for informed decision-making continues
to rise, Power BI stands out as a comprehensive solution that enables users to transform
complex datasets into visually compelling insights. This innovative platform, developed by
Microsoft, empowers individuals and businesses to connect to various data sources, create
interactive reports and dashboards, and glean actionable intelligence.

At its core, Power BI facilitates seamless data exploration, analysis, and presentation. Its
user-friendly interface allows both technical and non-technical users to leverage its
functionalities, making it a versatile tool for professionals across diverse industries. With
features like drag-and-drop visualizations, intuitive data modeling, and integration
capabilities with other Microsoft products, Power BI has become a cornerstone in the realm
of business intelligence.

The study of Power BI goes beyond mere software exploration; it entails understanding the
underlying mechanisms that drive effective data visualization. As organizations strive to
harness the potential of their data, Power BI emerges as a key enabler, providing a dynamic
platform for uncovering insights, fostering collaboration, and ultimately driving informed
decision-making. This introduction sets the stage for a comprehensive exploration of Power
BI's capabilities and the subsequent application of this knowledge in the creation of impactful
dashboards.

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Origin Of Power BI

Power BI, Microsoft's influential business analytics service, traces its origins to the
introduction of Power Pivot in 2010—a pivotal Excel add-in facilitating advanced data
analysis and modeling within the familiar Excel environment. Subsequent tools like Power
Query and Power Map complemented this initiative, offering enhanced data connectivity and
geospatial visualization capabilities. The integration of these tools into a cloud-based service,
Power BI for Office 365, in 2013 marked a strategic move towards cloud-driven business
intelligence. Recognizing the increasing demand for self-service analytics, Microsoft
unveiled the standalone Power BI service in 2015, providing users with the ability to connect
to diverse data sources, create interactive reports, and collaborate in a cloud-based
environment. Concurrently, Power BI Desktop was introduced as a free application,
empowering users with a dedicated platform for robust data modeling and visualization. The
evolution continued with the introduction of Power BI Pro in 2016—a subscription-based
service offering advanced collaboration features. Over the years, Microsoft has consistently
enhanced Power BI, introducing features such as mobile apps for on-the-go accessibility and
Power BI Embedded for seamless integration into custom applications. As of my last
knowledge update in January 2022, Power BI remains at the forefront of the business
intelligence landscape, driving data-driven insights and decision-making for organizations
worldwide. For the latest developments, it is recommended to refer to Microsoft's official
documentation or website.

2.2What Is Business Intelligence (BI)?

In an age where Business Intelligence has become a bigger domain than most trending
technologies if we ask twenty people what the term business intelligence means, were likely
to get ten different answers. So let me put it in the simplest terms without losing the
technicality of it. Business intelligence (BI) is the set of techniques and tools for the
transformation of raw data into meaningful and useful information for business analysis. To
put it simply, Business intelligence is the technology that gets the right data to the right
people, at the right time so that they can make more effective business decisions.

The image below shows the benefits of Business Intelligence.

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2.3 Introduction to Power BI: Understanding the Power of
Business Intelligence

In the dynamic landscape of data-driven decision-making, Power BI stands as a formidable

tool, empowering organizations to transform raw data into actionable insights. This
introduction aims to demystify Power BI, shedding light on its definition, features, and the
transformative role it plays in business intelligence.

2.3.1 Definition of Power BI:

Power BI, developed by Microsoft, is a suite of business analytics tools designed to harness
the power of data. It enables users to visualize and share insights across an organization, or
embed them in an app or website. At its core, Power BI facilitates interactive and compelling
data visualization, transforming complex datasets into easily understandable visuals.

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2.3.2 Key Components of Power BI:

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Power BI is a comprehensive suite of business analytics tools that comprises several key
components, each playing a specific role in the data analysis and visualization process. The
primary components of Power BI include:

1. Power BI Desktop:

● Functionality: Power BI Desktop is the authoring and development tool. It

allows users to connect to various data sources, transform and clean data,
create relationships between tables, and design interactive reports and
dashboards.

● Use Case: Analysts and data professionals typically use Power BI Desktop for
creating and refining data models, as well as designing visualizations.

2. Power BI Service:

● Functionality: The Power BI Service is a cloud-based platform for publishing,

sharing, and collaborating on Power BI content. It provides a secure and
scalable environment for hosting reports and dashboards.

● Use Case: Users can publish their Power BI Desktop files to the Power BI
Service, enabling them to share reports with others, schedule data refreshes,
and collaborate in real-time.

3. Power BI Mobile Apps:

● Functionality: Power BI offers mobile apps for iOS and Android devices.
These apps allow users to access and interact with Power BI reports and
dashboards on mobile devices, ensuring data accessibility on the go.

● Use Case: Business professionals, managers, and decision-makers can stay

connected and make informed decisions from their mobile devices.

4. Power BI Gateway:

● Functionality: The Power BI Gateway facilitates secure data transfer between

on-premises data sources and the Power BI Service. It ensures that reports
using on-premises data are up-to-date in the cloud.

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 ● Use Case: Organizations with on-premises data sources use the Power BI
Gateway to maintain a connection between their local data and the Power BI
Service.

5. Power BI Report Server:

● Functionality: Power BI Report Server is an on-premises server version of

Power BI. It allows organizations to host and manage Power BI reports locally,
providing an alternative for organizations with strict data residency
requirements.

● Use Case: Organizations that need to keep data within their own network or
have specific compliance requirements might use Power BI Report Server.

6. Power BI Embedded:

● Functionality: Power BI Embedded is a set of APIs and tools designed for

developers to embed Power BI reports and dashboards within custom
applications or websites.

● Use Case: Developers use Power BI Embedded to integrate Power BI

functionality seamlessly into their applications, providing clients or end-users
with interactive data visualizations.

7. Power BI Dataflows:

● Functionality: Power BI Dataflows allow users to prepare and transform data

in the cloud, making it easier to shape and clean data before creating reports
and dashboards.

● Use Case: Data analysts and business users leverage Power BI Dataflows to
build reusable data preparation processes, ensuring consistency and accuracy in
their analyses.

8. Power BI AI (Artificial Intelligence):

● Functionality: Power BI integrates AI capabilities for automated insights,

natural language querying, and other advanced analytics features.

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 ● Use Case: Users can leverage AI functionalities to uncover hidden patterns in
the data, perform sentiment analysis, or generate insights without extensive
manual analysis.

Understanding the role and functionality of each Power BI component enables users to
leverage the full capabilities of the Power BI suite for effective data analysis and
visualization.

2.3.3 Features and Capabilities:

Data Connectivity:

Power BI supports connectivity to a diverse range of data sources, including databases, cloud
services, and on-premises data sources, providing flexibility in data integration.

Data Transformation and Modeling:

Through Power BI Desktop, users can shape and transform data, create relationships between
datasets, and model data to suit their analytical needs.

Interactive Visualization:

Power BI's strength lies in its ability to generate visually compelling reports and dashboards.
Users can leverage a variety of visualization options to communicate insights effectively.

Real-Time Analytics:

Power BI enables real-time analytics, allowing users to monitor key metrics and visualize
data as it is updated, fostering timely and informed decision-making.

Natural Language Query:

The Q&A feature enables users to ask questions in natural language, and Power BI responds
by generating visualizations based on the queried data.

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2.3.4 Role in Business Intelligence:

1. Enabling Informed Decision-Making:

Power BI empowers organizations to make data-driven decisions by providing a

consolidated, easy-to-understand view of their data landscape.

2. Facilitating Collaboration:

With seamless sharing and collaboration features, Power BI ensures that insights can be
disseminated across teams and departments, fostering a collaborative data culture.

3. Scalability and Accessibility:

The scalability of Power BI, coupled with its cloud-based service, ensures accessibility
and usability across various organizational levels, from frontline employees to executive
leadership.

In essence, Power BI is not merely a tool; it is a catalyst for transforming data into actionable
intelligence. As we delve deeper into the realm of "Making Powerful Dashboards Using
Power BI and Data Visualization" at Infowiz, understanding the intricacies of Power BI
becomes paramount for unlocking its full potential in the journey of data enlightenment.

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2.3.5 Need for Power BI

The following points make Power BI one of the prominent tools for data visualization. This
Power BI would be incomplete without understanding these points.

Spot trends in real-time:

Traditional BI tools like Tableau or QlikView restrict weto historical analysis. By using
Power BI, we can access real-time information so we can identify trends early. By doing so,
we can identify issues and improve performance.

Automatically search hidden insights:

With Power BI, we can auto search data sets for hidden insights in seconds with Quick
Insights. Users can simply ask questions and Power BI Q&A will answer their questions with
immediate effect.

Custom visualizations:

With Custom visuals, Power BI allows us to visualize data in almost every possible way we
can imagine. Thus, weare not limited to something that lies in the box.

Enterprise-ready:

With Power BI and Power BI Desktop, we can securely connect to our own on-premises data
sources. With the On-premises Data Gateway, we can connect live to our SQL Server and
other data sources. It gives secure, scalable, and reliable enterprise-grade information
technology.

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2.4 Building Blocks in Power BI

1. Visualizations

Visualizations in Power BI refer to the graphical representations of data that facilitate the
interpretation and communication of information. These visual elements, such as charts,
graphs, and maps, transform raw data into meaningful insights, making it easier for users
to identify patterns, trends, and key metrics. Power BI provides a diverse range of
visualization types, each serving specific data representation needs. These visualizations
are highly interactive, allowing users to explore and analyze data dynamically.
Customization options, formatting features, and integration with DAX (Data Analysis
Expressions) enhance the flexibility and analytical capabilities of visualizations in Power
BI. Overall, visualizations play a central role in creating impactful reports and
dashboards, enabling effective data-driven decision-making.

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1. Datasets

A dataset in is a structured collection of data that serves as the foundation for analysis and
visualization. It includes tables, relationships, and various components such as calculated
columns and measures. Datasets can be imported from external sources or created within
Power BI using Power Query for data transformation. The data model within Power BI
organizes and structures datasets, allowing users to define relationships between tables
and perform advanced analytics. Datasets can be stored in the cloud using the Power BI
Service or on-premises with Power BI Report Server. Regular data refreshes ensure that
the information remains current, supporting accurate reporting and visualization.

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2. Reports

A report BI is a comprehensive collection of visualizations, charts, and tables that provide

insights into data. Created using Power BI Desktop, a report typically comprises multiple
pages, each focusing on specific aspects of the data. Reports allow users to analyze,
explore, and communicate findings in a structured and interactive manner.

3. Dashboards

Dashboards BI are curated collections of visualizations, reports, and other data

representations that offer a high-level overview of key metrics. Dashboards are created in
the Power BI Service and can include visuals from multiple reports. They provide a
customizable, consolidated view of critical information, enabling users to monitor key
performance indicators (KPIs) and make quick, informed decisions.

4. Tiles

Tiles, BI are individual components within a dashboard that represent a specific

visualization, report, or metric. Each tile can be customized to display a particular insight,
chart, or key data point. Tiles make up the content of a dashboard, providing a snapshot
of important information. Users can interact with these tiles to explore further details or
navigate to related reports.

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2.5 Microsoft Power BI Architecture:

Power BI is a business platform that includes several technologies to work together. It

delivers outstanding business intelligence solutions. Power BI Architecture contains four
steps.

Let us discuss these four steps giving insightful information about each one of them.

1. Data Integration:

Data is extracted from different sources which can be different servers or databases. The data
from various sources can be in different types and formats. If we import the file into the
Power BI, it compresses the data sets up to 1GB, and it uses a direct query if the compressed
data sets exceed more than 1GB. Then the data is integrated into a standard format and stored
at a place called a staging area. There are two choices for big data sets. They are as follows.

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2. Data Transforming:

Integrated data is not ready to visualize data because the data should be transformed. To
transform the data, it should be cleaned or pre-processed. For example, redundant or missing
values are removed from the data sets. After data is pre-processed or cleaned, business rules
are applied to transform the data. After processing the data, it is loaded into the data
warehouse.

3. Report & Publish:

After sourcing and cleaning the data, we can create the reports. Reports are the visualization
of the data in the form of slicers, graphs, and charts. Power BI offers a lot of custom
visualization to create the reports. After creating reports, we can publish them to power bi
services and also publish them to an on-premise power bi server.

4. Creating Dashboards:

we can create dashboards after publishing reports to Power BI services, by holding the
individual elements. The visual retains the filter when the report is holding the individual
elements to save the report. Pinning the live report page allows the dashboard users to interact
with the visual by selecting slicers and filters.

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2.6 What is Data Visualization?

Data visualization is the representation of information and data using charts, graphs, maps,
and other visual tools. These visualizations allow us to easily understand any patterns, trends,
or outliers in a data set.

Data visualization also presents data to the general public or specific audiences without
technical knowledge in an accessible manner. For example, the health agency in a
government might provide a map of vaccinated regions.

The purpose of data visualization is to help drive informed decision-making and to add
colourful meaning to an otherwise bland database.

2.6.1 Benefits of Data Visualization

Data visualization can be used in many contexts in nearly every field, like public policy,
finance, marketing, retail, education, sports, history, and more. Here are the benefits of data
visualization:

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 ● Storytelling: People are drawn to colours and patterns in clothing, arts and culture,
architecture, and more. Data is no different—colours and patterns allow us to
visualize the story within the data.

● Accessibility: Information is shared in an accessible, easy-to-understand manner for a

variety of audiences.

● Visualize relationships: It’s easier to spot the relationships and patterns within a data
set when the information is presented in a graph or chart.

● Exploration: More accessible data means more opportunities to explore, collaborate,

and inform actionable decisions.

Data visualization and big data

Companies collect “big data” and synthesize it into information. Data visualization helps
portray significant insights—like a heat map to illustrate regions where individuals search for
mental health assistance. To synthesize all that data, visualization software can be used in
conjunction with data collecting software.

2.6.2 Tools for visualizing data

There are plenty of data visualization tools out there to suit our needs. Before committing to
one, consider researching whether we need an open-source site or could simply create a graph
using Excel or Google Charts. The following are common data visualization tools that could
suit our needs.

● Tableau

● Google Charts

● Dundas BI

● Power BI

● Jupiter

● In fogram

● ChartBlocks

● D3.js

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 ● FusionCharts

● Grafana

2.6.3 Types of Data Visualization

1. Chart

2. Animated chart

3. Interactive chart

4. Dashboard

5. Report

6. Presentation

7. Infographic

8. Data story website

9. Data art

10. Further readings

2.6.4 The process of data visualization

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The process of data visualization involves several key steps to transform raw data into
meaningful and easily understandable visual representations. Here is a generalized guide to
the process of data visualization:

1. Define Objectives and Audience:

● Clearly outline the objectives of the visualization and identify the target audience.
Understanding the purpose and the audience helps in tailoring the visualization
appropriately.

2. Data Collection and Preparation:

● Gather relevant data from various sources. Clean and pre-process the data to address
issues such as missing values, outliers, or inaccuracies. Organize the data into a
format suitable for visualization.

3. Select Appropriate Visualizations:

● Choose the right type of visualizations based on the nature of the data and the insights
we want to convey. Common types include bar charts, line graphs, pie charts, scatter
plots, and heatmaps.

4. Design the Visualization:

● Pay attention to design principles such as simplicity, clarity, and accuracy. Use
colours, shapes, and sizes purposefully to convey information effectively. Ensure that
the chosen visual elements align with the objectives and audience.

5. Create the Visualization:

● Utilize tools and software for creating visualizations. Popular tools include Microsoft
Power BI, Tableau, Excel, and Python libraries like Matplotlib or Seaborn. Input the
prepared data into the chosen tool and generate the visualizations.

6. Interactivity and Drill-Downs:

● Incorporate interactivity to allow users to explore the data further. Features like
tooltips, filters, and drill-down options enhance user engagement and facilitate a
deeper understanding of the data.

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7. Iterate and Refine:

● Review the initial visualization and gather feedback. Iterate on the design and content
based on feedback and insights gained. Refining the visualization enhances its
effectiveness.

8. Tell a Story:

● Arrange visualizations in a logical sequence to tell a cohesive story. Guide the

audience through the data, highlighting key insights and trends. Use annotations and
captions to provide context.

9. Accessibility and Responsiveness:

● Ensure that the visualization is accessible to a diverse audience. Consider factors such
as colour contrast for accessibility. Also, optimize visualizations for responsiveness
on different devices.

10. Documentation and Sharing:

● Document the data sources, methodologies, and any assumptions made during the
visualization process. Share the visualizations along with supporting documentation
to enable others to understand and interpret the results.

11. Feedback and Continuous Improvement:

● Seek feedback from stakeholders and end-users. Use insights gained from the
feedback loop to continuously improve the visualization process for future projects.

Remember that the process of data visualization is not strictly linear, and iterations may be
necessary to achieve the desired clarity and impact. Adapt the steps based on the specific
requirements of our project and the tools at our disposal.

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 Chapter-3 Literature Review

Literature Review of Power BI with Research Contributions

Power BI, as a business intelligence (BI) tool, has attracted significant attention from
researchers due to its user-friendly interface, integration with other Microsoft services, and
ability to drive data-based decision-making. Researchers have conducted numerous studies
analyzing Power BI's functionality, effectiveness, and real-world applications in various
domains.

1. Power BI Adoption and Impact on Decision-Making

Authors: Sabherwal & Becerra-Fernandez (2019)
Research Focus: This study explored the impact of business intelligence tools, including
Power BI, on decision-making processes within organizations.
Methodology: The authors conducted case studies in multiple industries, comparing
organizations using Power BI with those using other BI tools like Tableau and Qlik.
Conclusion: The study concluded that Power BI's seamless integration with the Microsoft
ecosystem makes it an accessible tool for medium-sized businesses and enterprises. Power BI
was found to significantly improve data-driven decision-making through easy-to-create
visualizations and real-time data tracking.

Authors: Khan, A., & Raza, M. (2020)

Research Focus: This research analyzed the adoption of Power BI in SMEs (small and
medium-sized enterprises) and its effects on operational efficiency.
Methodology: The study conducted surveys across 50 SMEs using Power BI and
interviewed 10 business leaders.
Conclusion: The researchers concluded that Power BI dramatically improved business
reporting processes and allowed for quicker decision-making. However, they also found that
the tool's full potential was often underutilized due to a lack of training on more advanced
features like DAX (Data Analysis Expressions) and data modeling.

2. Comparison of Power BI with Other BI

Tools Authors: Chang, G., & Polites, G. (2021)
Research Focus: This comparative study looked at Power BI, Tableau, and QlikView in
terms of data visualization, ease of use, and cost-effectiveness.

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Methodology: Through a series of experiments involving IT professionals and end-users, the
study gathered insights into the usability and effectiveness of the three BI tools.
Conclusion: The researchers found that while Tableau excelled in data visualization quality
and interactivity, Power BI had a distinct advantage in terms of cost-effectiveness and ease of
use for organizations already using Microsoft services. Power BI was particularly noted for
its rapid adoption in environments using Excel, as users found it intuitive to transition from
Excel to Power BI's more advanced reporting features.

Authors: Verma, P., & Singh, S. (2022)

Research Focus: This paper compared the performance and scalability of Power BI versus
QlikView when handling large datasets in financial institutions.
Methodology: The study evaluated the tools' performance by applying them to large datasets
within a simulated banking environment, focusing on factors like response time and ease of
reporting.
Conclusion: Verma and Singh concluded that Power BI's performance in handling large
datasets was relatively comparable to QlikView. However, Power BI offered better
integration with other enterprise systems and produced better visual reports, which is why
financial institutions favored its use despite its occasional performance lag with complex,
real-time queries.

3. Benefits and Challenges in Power BI

Implementation Authors: Kumar, S., & Mehta, A.
(2021)
Research Focus: This study focused on identifying the benefits and challenges organizations
face during the implementation of Power BI.
Methodology: Kumar and Mehta conducted a mixed-method study using surveys and
interviews with IT managers from large enterprises that had recently adopted Power BI.
Conclusion: The researchers found that Power BI’s benefits include low cost, ease of use,
and the ability to produce insightful, visually compelling reports. However, the primary
challenge mentioned was the steep learning curve for advanced features such as DAX. Many
organizations struggled to implement data governance standards, as Power BI’s self-service
capabilities sometimes led to issues with data consistency and accuracy.

4. Power BI in Industry-Specific
Applications Authors: Patel, M., & Gupta,
R. (2022)
Research Focus: This study examined Power BI's role in the healthcare sector, focusing on
its use in patient data management and resource allocation.

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Methodology: The authors conducted case studies across five hospitals that implemented
Power BI for real-time data monitoring and patient care management.
Conclusion: The study found that Power BI helped improve decision-making in hospitals by
providing real-time data visualization on patient inflow, bed occupancy, and staff allocation.
However, the study also noted that healthcare professionals faced difficulties using the tool’s
advanced features due to a lack of technical expertise, resulting in a reliance on IT staff for
dashboard creation and data analysis.

Authors: Rahman, M., & Khatri, D. (2023)

Research Focus: This study looked at Power BI's adoption in retail for sales forecasting and
inventory management.
Methodology: The authors analyzed the sales data of three retail chains, comparing Power
BI’s forecasting models with traditional Excel-based methods.
Conclusion: Power BI enabled faster, more accurate sales forecasting due to its integration
with machine learning models and AI-driven insights. The tool’s real-time data capability
improved inventory management and reduced stockouts. However, similar to the healthcare
sector, many retail staff found advanced features challenging to use without specialized
training.

5. Future Trends and Research Directions

Authors: Brown, H., & Patel, J. (2023)

Research Focus: This paper explored the future of Power BI in the context of AI and
machine learning integration.
Methodology: The researchers conducted a forward-looking analysis based on current trends
and expert interviews from the field of business intelligence.
Conclusion: The authors concluded that Power BI’s ongoing integration with AI will likely
make it even more powerful in predictive analytics, anomaly detection, and data-driven
decision-making. They recommended further research on how organizations can effectively
harness Power BI’s AI capabilities to remain competitive.

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Conclusion Of Literature Review
From the literature, it is evident that Power BI has become a powerful and widely adopted
tool in business intelligence, driving data-based decision-making across multiple industries.
The tool's integration with Microsoft products, affordability, and intuitive interface makes it
particularly appealing to businesses that are transitioning from Excel-based reporting
systems. However, the steep learning curve for advanced features, performance limitations
with very large datasets, and data governance challenges remain critical barriers that
organizations need to address.

Further research is required to explore the long-term impact of Power BI's integration with AI
and machine learning, as well as how organizations can better leverage its capabilities
through improved training and data governance practices.

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 Chapter-4 Company Profile

4.1 Introduction to Organisation

Infowiz Software Solution

As an intern at Infowiz Software Solution., I had the privilege of experiencing first-hand the
dynamic and innovative environment that defines this esteemed organization. Infowiz is a
premier IT training and services provider focused on empowering individuals and
organizations with advanced technology skills. During my internship, I gained valuable
insights into the company's ethos, operations, and the core values that drive its success.

Company Overview:

● Authorized Capital₹1.00 Lakh

● Paid Up Capital₹1.00 Lakh
● Sum of Charges-

About
Infowiz is a premier IT training and services provider focused on empowering individuals
and organizations with advanced technology skills. With expertise in software development,
data analytics, web design, and IT consulting, Infowiz bridges the gap between academic
knowledge and practical experience, ensuring its trainees are industry-ready.

4.2 Product and Services

Infowiz Software Solution offers a comprehensive range of products and services in the IT
industry, catering to diverse needs in web development, digital marketing, and software
solutions. As a full-service company with a global presence, Infowiz excels in providing the
following:

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Core Services

Training Programs:
Extensive training in Data Analytics, Software Development, Web Design, and IT
Infrastructure.
Specializations in tools like SQL, Power BI, Python, Java, Cloud Computing, and others.

IT Consultancy:
Consulting services tailored to business needs, including software development, digital
transformation, and process automation.

Project Support and Development:

Full project support from conceptualization to implementation in software development, web
design, and IT solutions.
Employing Agile and DevOps methodologies for effective project management.

Vision
To become a globally recognized leader in IT training and consultancy, empowering
individuals and organizations with the skills and knowledge needed to thrive in an
ever- evolving technological landscape.

Mission
Our mission is to deliver high-quality, hands-on training and consulting services that foster
growth, innovation, and success. We aim to prepare the workforce of tomorrow by
equipping them with the latest technological expertise and practical experience, ensuring
they are well- prepared to meet industry demands.

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 Chapter-5: Research Methodology

5.1 Introduction to Research Topic:

The chosen research topic, "Making Powerful Dashboards Using Power BI and Data
Visualization," stems from the practical experience gained during an internship at Infowiz.
The focus of this research is to delve into the intricacies of creating impactful dashboards
using Microsoft Power BI, a business analytics tool known for its data visualization
capabilities. This chapter aims to shed light on the systematic approach adopted in
maximizing the potential of Power BI for crafting dynamic and influential dashboards.

Background:

The digital landscape is evolving rapidly, demanding businesses to adopt innovative

approaches to data analysis and presentation. Dashboards, as dynamic visual representations
of complex data sets, have emerged as pivotal tools for decision-makers. Microsoft Power BI
stands out in this realm, offering a suite of features that empower users to transform raw data
into meaningful insights.

Significance of the Research:

This research holds significant importance as it addresses the contemporary need for effective
data communication within organizations. The ability to create compelling dashboards not
only facilitates internal decision-making processes but also enhances external stakeholder
understanding. In the context of Maxgen Technologies, a company deeply entrenched in
diverse IT services, mastering the art of Power BI dashboards becomes a strategic advantage.

Objectives of the Research:

1. To Develop Interactive Dashboards using Power BI

2. To understand the working of Power BI Architecture

3. To study the steps of developing informed insights using Power BI

4. To Integrate Data Sources for Comprehensive Analysis of Super store Sales and
Profit using SAMPLE DATA.

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5.2 Research Design

1. Type of Research:
Descriptive Research:

● Descriptive research aims to provide an in-depth exploration and detailed portrayal of

the features and functionalities of dashboards created using Power BI. It focuses on
capturing the characteristics and nuances of the visualizations.

2. Research Approach:

Qualitative Approach:

● A qualitative approach will be employed to thoroughly explore and showcase the

capabilities of Power BI in creating effective dashboards. This involves a deep dive
into the subjective aspects of the tool, emphasizing user experience and the richness
of visual representations.

3. Data Sources:

Primary Data Sources:

● The primary data sources will include operational databases within Infowiz and
relevant software platforms such as project management tools and CRM systems.
These sources will provide the raw data for integration into Power BI.

4 Data Collection Methods:

Data Collection Instruments:

● Power BI will be the central data collection instrument, used for creating dashboards
and visualizations. The integration capabilities of Power BI will be leveraged to
seamlessly collect and update data from various sources.

5 Power BI Features:

Visualizations:

● Various types of visualizations will be utilized, including charts, graphs, maps, and
tables, to represent data in a meaningful and comprehensible manner.

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 Interactivity:

● The dashboards will incorporate interactive elements such as drill-down features,

filters, and slicers, enhancing user engagement and allowing for a more dynamic
exploration of data.

Customization:

● Customization options within Power BI, including colour schemes, fonts, and
branding elements, will be explored to create visually appealing and branded
dashboards.

6 Data Connection:

● Power BI's capabilities for connecting to different data sources will be harnessed,
allowing for real-time or scheduled updates to ensure the dashboards reflect the most
current information.

7 Dashboard Tabs and Sections:

Tab Structure:

● Tabs within Power BI will be structured to provide a logical organization of

information. Different tabs will be dedicated to specific aspects such as financials,
operations, and client-specific information.

Sections:

● Each tab will have distinct sections, grouping related visualizations and data together.
This sectional organization will enhance the clarity and coherence of the dashboards.

8 Data Model:

Relationships:

● The data model within Power BI will define relationships between different datasets,
ensuring a coherent and interconnected representation of data.

Transformations:

● Data transformations, if required, will be applied during the modelling process to

prepare the data for effective visualization.

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9 Dashboard Formats:

Layout and

Structure:

● The overall layout and structure of the dashboards will be designed for user-
friendliness and intuitive navigation. The arrangement of visual elements will be
carefully considered to convey information effectively.

Responsive Design:

● Dashboards will be designed with responsive features to ensure optimal viewing and
functionality across different devices, maintaining a consistent user experience.

10 Time Frame:

● A realistic time frame will be established for the creation of dashboards, data
modelling, and subsequent analysis within the context of Power BI features. This time
frame will balance the need for thoroughness with project timelines.

In summary, the research will employ a descriptive and qualitative approach to explore
Power BI's features comprehensively. Primary data sources will be operational databases and
relevant software platforms, collected using Power BI. The dashboards will leverage various
Power BI features, organized into tabs and sections, supported by a well-defined data model
and designed with attention to layout and structure. The research will be conducted within a
realistic time frame to ensure effective completion of all phases.

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5.3 WORKING OF POWER BI

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5.3.2 How to Use Power BI

Steps for Installing Power

BI

1. First go to the Microsoft Power BI desktop

website- https://powerbi.microsoft.com/en-us/desktop/

2. Click on the Download Free Button. The following Page appears.

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3. Choose the language and click the Download button. The following page appears-

4. Select the file to download and click Next. The Power BI setup is downloaded.
5. Open the Power BI setup.

7. Click Next.

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8. Accept the terms and click next.

9. Select the Destination folder as required and click next.

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 10. Click on Install.

The setup is installed.

12. Click Finish.

Power BI desktop installation is complete.

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5.4 Data Collection Methods

1. Direct Data Import:

● Description: Power BI allows users to directly import data from various sources such
as Excel files, text files, databases (SQL Server, MySQL, etc.), SharePoint lists, and
more.
● Method: Use Power BI's built-in connectors to establish a direct connection to the
data source. This can involve specifying connection details, credentials, and selecting
tables or views to import.

2. Power Query Editor:

● Description: Power Query is a powerful data transformation tool integrated into

Power BI. It allows users to connect to, transform, and load data from various sources
before importing it into Power BI.
● Method: Access Power Query Editor from Power BI Desktop, connect to the desired
data source, and apply transformations such as filtering, merging, and shaping data
before loading it into the data model.

3. Web Scraping:

● Description: Power BI supports web scraping to extract data from HTML tables on
websites.
● Method: Use the Web connector to connect to a web page, identify the HTML
elements containing the data, and import the data directly into Power BI.

4. API Integration:

● Description: Power BI can connect to various APIs (Application Programming

Interfaces) to retrieve real-time data from online services and platforms.
● Method: Configure the API connection in Power BI, authenticate with the API using
tokens or API keys, and retrieve the relevant data for analysis.

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5. Azure Services:

● Description: Power BI integrates seamlessly with various Azure services, such as

Azure SQL Database, Azure Data Lake Storage, and Azure Blob Storage.
● Method: Connect directly to Azure services using Power BI connectors, providing a
secure and scalable way to access and analyze data stored in the Azure cloud.

6. Live Connection to Databases:

● Description: Instead of importing data, Power BI can establish a live connection to

databases, allowing for real-time analysis of data.
● Method: Choose the "DirectQuery" option when connecting to a database to establish
a live connection, enabling users to analyze the data without importing it into Power
BI.

7. Streaming Data:

● Description: Power BI supports streaming data for real-time analytics. This is useful
for scenarios where data is continuously generated and needs to be visualized in near
real-time.
● Method: Configure Power BI to connect to streaming data sources, such as Azure
Stream Analytics, and set up streaming datasets to display live data in Power BI
visuals.

8. Custom Connectors:

● Description: Power BI allows the creation and use of custom connectors to connect to
proprietary or specialized data sources not covered by built-in connectors.
● Method: Develop a custom connector using the Power BI Developer Tools or explore
connectors developed by the community to connect to specific data sources.

Selecting the appropriate data collection method depends on the nature of the data, the data
source, and the specific requirements of the analysis or reporting project. Power BI's
versatility in data connectivity allows users to choose the most suitable method for their
needs.

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 Chapter-6 Data Analysis and Data Interpretation

6.1 Data Analysis and Data Interpretation of An E-Commerce Company

Leveraging Power BI for insightful analysis in an E-commerce company involves harnessing

its capabilities to integrate and interpret diverse datasets. By connecting to sales databases,
financial records, and other relevant sources, Power BI facilitates the creation of a
consolidated and cleansed dataset. This unified data forms the basis for comprehensive
analyses, allowing for a deep dive into sales patterns, profit margins, and overall growth
trends. The platform's visualizations, including interactive charts and graphs, enable a
dynamic representation of sales performance over time and highlight profitability drivers. In
this context, Power BI becomes a powerful tool for uncovering actionable insights, such as
identifying bestselling products, optimizing pricing strategies, and understanding customer
behavior. The interactive dashboards crafted through Power BI offer stakeholders a user-
friendly interface to explore and interpret data, fostering informed decision-making. Regular
monitoring ensures that the analytics remain aligned with the evolving dynamics of the E-
commerce landscape, empowering the company to adapt and thrive in a competitive market.

Here, I am using SAMPLE DATA of an E-commerce company located in United States to

analyze and interpretate the data and make informed decisions by making meaningful insights
and Dashboards.

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Steps that I followed while making powerful dashboards:

1. Import Data from Excel:

Purpose: Begin by importing the data from an Excel file into Power BI.

Steps:

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 ● Open Power BI Desktop:
● Launch Power BI Desktop on the computer.
● Choose Excel:
● Select "Excel" from the list of available data sources.
● Select Excel File:
● Browse and choose the Excel file to import.

2. Navigator:

Purpose: Use the Navigator to choose specific sheets or tables from the Excel file for use in
Power BI.

Steps:

● Preview Data:
● The Navigator window will display a preview of the sheets and tables in the
Excel file.
● Select Sheets/Tables:
● Check the boxes next to the sheets or tables to use.
● Transform Data:
● Click "Transform" to import the selected data into Power BI Query

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3. Transform the Data:

Purpose: Employ Power Query to shape and transform the data to meet analysis and
visualization needs.

Steps:

● Open Power Query Editor:

● After loading the data, go to the "Home" tab and click "Transform Data."
● Apply Transformations:
● In Power Query Editor, perform tasks such as filtering, renaming columns,
changing data types, and merging tables.
● Use the various transformation options available in the Power Query ribbon.

● Review Applied Steps:

● Check the "Applied Steps" pane to review and modify each transformation
step.
● Close & Apply:
● Click "Close & Apply" to save the changes and return to Power BI Desktop.

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4. Clean Data Using Power Query:

Purpose: Further clean and refine the data to ensure accuracy and suitability for
visualization.

Steps:

Continue in Power Query Editor:

While in Power Query Editor, use functions and operations to clean and sanitize the data.

Remove Duplicates:

Utilize options to remove duplicate values from the dataset.

Handle Missing Values:

Address missing values by filling them in or removing rows as needed.

Review Transformation Steps:

Use the "Applied Steps" pane to review and modify each data cleaning step.

Close & Apply:

Click "Close & Apply" to apply the changes and load the cleaned data into Power BI.

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5. Make Dashboards:

Purpose: Create visualizations and build a dashboard to represent insights derived from the
transformed and cleaned data.

Steps:

● Access Visualizations Pane:

● In Power BI Desktop, go to the "Visualizations" pane.
● Choose Visualizations:

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 ● Select the type of visualizations you want to include in your dashboard (e.g.,
bar chart, table, map).

● Drag and Drop Fields:

● Drag and drop fields from your data onto the visualization elements to
populate them with data.
● Customize Visuals:
● Use formatting options to customize the appearance and layout of the
visualizations.
● Arrange Visuals:
● Arrange visuals on the canvas to create a coherent and informative dashboard
layout.
● Save and Publish:

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 ● Save the Power BI file and, if desired, publish it to the Power BI service to
share the dashboard with others.

By following these detailed steps, I have successfully imported, transformed, and visualized
the data in Power BI, ultimately creating a dynamic and interactive dashboard tailored to the
specific requirements.

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Developed Powerful dashboard

The above dashboard has been created by me

Insights through KPIs

Total Sales = 1.57M

Total Profit = 175.29k

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Graphical representation of:

Sales by Product

Category Sales by Sub-

Category

Comparison of profit and sales between the year 2019-2020

Total sales and Profit by segment

Map Representation

Sales of Sub-category Product in different states of US.

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 Conclusion
In conclusion, the implementation of Power BI dashboards has proven to be instrumental in
gaining profound insights into the operations of our E-commerce company. Through the
integration of diverse data sources and the meticulous cleansing of datasets, Power BI has
provided a consolidated and accurate foundation for analysis. The establishment of
relationships between various data points, coupled with the creation of calculated measures
using DAX, has allowed for a nuanced understanding of sales, profits, and growth trends. The
visualizations offered by Power BI, including dynamic charts and interactive dashboards,
have transformed raw data into meaningful and actionable insights. This transformative
capability has empowered us to identify key performance indicators, such as bestselling
products and areas for profitability improvement. The user-friendly interface of Power BI
dashboards facilitates collaborative decision-making among stakeholders, enabling us to
adapt strategies, optimize operations, and ultimately enhance the overall performance of our
E-commerce business. The iterative nature of Power BI analysis ensures that our insights
remain relevant and responsive to the evolving dynamics of the market, positioning our
company for sustained success in the competitive E-commerce landscape.

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 Future Implications
The future implications of leveraging Power BI for insights in an E-commerce company are
significant and can contribute to ongoing success and adaptability in the rapidly evolving
business landscape. Some key future implications include:

1. Predictive Analytics:

As Power BI continues to evolve, incorporating predictive analytics features can enhance the
E-commerce company's ability to forecast trends, customer behaviors, and market shifts. This
proactive approach allows for strategic planning and the implementation of preemptive
measures to stay ahead of the competition.

2. Advanced AI Integration:

The integration of advanced artificial intelligence (AI) capabilities within Power BI can open
new avenues for in-depth analysis. Machine learning algorithms can be applied to predict
customer preferences, optimize pricing strategies, and automate decision-making processes,
thereby enhancing efficiency and responsiveness.

3. Real-Time Analytics:

Future developments in Power BI may emphasize real-time analytics, enabling E-commerce

companies to make decisions based on the most current data. This is particularly crucial in
the fast-paced E-commerce industry, where timely insights can influence marketing
strategies, inventory management, and customer engagement.

4. Enhanced Data Security and Compliance:

With an increasing focus on data security and privacy, future versions of Power BI may
introduce enhanced features to ensure compliance with data protection regulations. This is
particularly pertinent for E-commerce companies dealing with sensitive customer
information, and advanced security measures will be essential to maintain trust.

5. Cross-Platform Integration:

Future iterations of Power BI may emphasize seamless integration across various platforms
and devices. This would empower decision-makers to access critical insights anytime,
anywhere, fostering a more agile and responsive approach to managing E-commerce
operations.

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6. Deeper Integration with E-commerce Platforms:

As E-commerce platforms evolve, Power BI may deepen its integration with these platforms,
providing more out-of-the-box connectors and pre-built templates tailored specifically for E-
commerce analytics. This can streamline the process of extracting, transforming, and
visualizing data from popular E-commerce platforms.

7. Collaborative and Social Analytics:

Future Power BI updates may enhance collaborative features, allowing teams to work
together more seamlessly in analyzing and interpreting data. Social analytics capabilities may
also be incorporated, enabling the sharing of insights across the organization and fostering a
data-driven culture.

8. Customization and Personalization:

E-commerce companies may benefit from increased customization and personalization

features in Power BI, allowing users to tailor dashboards and reports to their specific needs.
This flexibility ensures that insights are presented in a manner that aligns with individual
roles and responsibilities within the organization.

In embracing these future implications, E-commerce companies can stay at the forefront of
data-driven decision-making, ensuring they are well-equipped to navigate challenges and
capitalize on emerging opportunities in the dynamic and competitive digital marketplace.

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 BIBLEOGRAPHY

1. https://www.edureka.co/blog/power-bi-tutorial/#CreatingAReportUsingPowerBI
2. https://learn.microsoft.com/en-us/power-bi/connect-data/desktop-import-excel-
workbooks
3. https://www.ibm.com/topics/data-visualization
4. https://mindmajix.com/power-bi-architecture
5. https://www.nigelfrank.com/insights/everything-you-ever-wanted-to-know-about-
microsoft-power-bi
6. https://www.uneecops.com/blog/data-visualisation-in-business/
7. https://medium.com/@techblogger/why-data-visualization-is-important-for-e-
commerce-businesses-65e943899d36
8. Research Paper- https://ieeexplore.ieee.org/abstract/document/9012031
9. Research Paper -ANALYZING AND VISUALIZING IN POWER BI
10. Data- https://rb.gy/6l7bl

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 Questionniare

Company Dashboard Requirements for Sales and Business

Performance
To: Dashboard Development Team

From: [Client / Business Stakeholder

Name] Date: [Date]

Subject: Requirements for Creating Sales and Performance Dashboards

Dear [Team/Stakeholder],

In line with our goal to utilize Power BI for data-driven decision-making, we are preparing to
create advanced dashboards to visualize critical sales and business performance metrics.
These dashboards will focus on integrating, analyzing, and visualizing sales data and
performance indicators across multiple regions, product lines, and customer segments. Below
are the key requirements for the development of these dashboards.

1. Sales Performance Dashboard

● Key Metrics:
o Sales by Region: North, South, East, West, with interactive filters for
each region.
o Sales by Product Category: Analyze sales volumes and revenue
across various product categories.
o Sales Trends: Display trends across daily, weekly, monthly, and
quarterly periods.
o Top Performing Products and Regions: Highlight best-selling products
and top-performing regions.
● Comparative Analysis:
o Actual Sales vs. Forecasted Sales: Allow for comparison across
different time periods and regions.
o Year-over-Year (YoY) and Month-over-Month (MoM) Growth:
Visualize growth percentage with historical data comparison.
● Dashboard Features:
o Interactive filters (region, product category, time period).
o Drill-down capabilities to view details for specific regions, products,
or timeframes.
o Visual elements: Bar charts, line graphs, pie charts, and geographic heatmaps.

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2. Profitability Dashboard
● Key Metrics:
o Gross Profit and Net Profit by region and product category.
o Profit Margins across different product categories and regions.
o Operational Costs: Visualize and track costs associated with
production, logistics, and marketing.
● Additional Metrics:
o Cost of Goods Sold (COGS): Detailed breakdown of product and region.
o Return on Investment (ROI) for marketing campaigns.
● Dashboard Features:
o Dynamic profitability comparison tools.
o Heatmaps for visualizing profitability across regions.
o Real-time data updates to monitor financial performance.

3. Inventory and Supply Chain Dashboard

● Key Metrics:
o Inventory Levels: Stock levels of products across regions and warehouses.
o Inventory Turnover Rate: Measure how quickly products are sold
and replenished.
o Stock Alerts: Notifications for stock shortages or overstock.
● Supply Chain Metrics:
o Supplier Lead Times: Track time for inventory replenishment.
o Shipping and Logistics Costs: Analyze the costs associated with
transporting products to different regions.
● Dashboard Features:
o Alerts for low stock and delayed shipments.
o Interactive filters to track specific regions or products.
o Trend analysis for historical inventory data.

4. Customer Insights Dashboard

● Key Metrics:
o Customer Segmentation: Breakdown of customers by region, age,
gender, and purchasing behavior.
o Customer Lifetime Value (CLV): Monitor the revenue generated from
each customer over their lifetime.
o Average Order Value (AOV): Display average transaction value
across different customer segments.
● Engagement Metrics:
o Net Promoter Score (NPS): Visualize customer satisfaction and loyalty.
o Customer Churn Rate: Monitor customer retention and identify
patterns leading to customer loss.
● Dashboard Features:

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 o Drill-down into customer profiles and segments.
o Filters to view customer engagement by region, segment, or time period.
o Trend analysis for CLV, AOV, and churn rate.

5. Financial Performance Dashboard

● Key Metrics:
o Total Revenue: Track revenue generated across product lines and categories.
o Expense Tracking: Monitor expenses by department
(Marketing, Operations).
o Gross and Net Revenue: Visualize revenue before and after expenses
are accounted for.
● Comparative Metrics:
o Budget vs. Actual: Compare actual spending and revenue against budgets.
o Cash Flow Analysis: Insights into monthly inflows and outflows.
● Dashboard Features:
o Waterfall charts for cash flow and bar charts for budget comparison.
o Dynamic comparisons for revenue and expenses.
o Forecasting tools to predict future financial trends.

6. Customization and Reporting

● Customization Requirements:
o Role-based Dashboards: Tailor dashboard views based on the user’s
role (Sales, Finance, Supply Chain).
o Real-Time Data Refresh: Ensure that dashboards reflect up-to-date data
for decision-making.
● Reporting Features:
o Ability to export data and generate reports in various formats (PDF, Excel).
o Scheduled reports with automated distribution for weekly, monthly,
and quarterly summaries.

7. Integration and Data Sources

● Data Integration:
o Connect to multiple data sources (ERP, CRM, Financial Databases)
for holistic data visualization.
o Ensure all data is standardized and cleaned for accurate analysis.
● Data Management:
o Real-time data and historical data for comprehensive trend analysis.

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8. Technical Specifications and Security
● Technical Requirements:
o Dashboards must be optimized for mobile and desktop access.
o Ability to scale with increasing data over time.
● Security:
o Implement Role-Based Access Control (RBAC) to ensure sensitive data
is only accessible to authorized users.
o Data encryption for secure handling of financial and customer data.

Conclusion
Please review the above requirements and provide feedback or additional details if necessary.
Our aim is to create dynamic and insightful dashboards that provide valuable business
insights and enhance data-driven decision-making across the organization.

Best Regards,
[Your Name]
[Your Position]
[Company Name]

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