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Sample Technical and Functional Documentation PowerBI Project

The document outlines the technical and functional aspects of a Power BI project aimed at creating a Sales and Revenue Analytics Dashboard. It details the project's architecture, data sources, data modeling, security measures, and deployment strategies, as well as the business and functional requirements for stakeholders. Key features include interactive dashboards, user-specific insights, and training for effective utilization of the dashboard.

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Kranthi Kumar
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174 views3 pages

Sample Technical and Functional Documentation PowerBI Project

The document outlines the technical and functional aspects of a Power BI project aimed at creating a Sales and Revenue Analytics Dashboard. It details the project's architecture, data sources, data modeling, security measures, and deployment strategies, as well as the business and functional requirements for stakeholders. Key features include interactive dashboards, user-specific insights, and training for effective utilization of the dashboard.

Uploaded by

Kranthi Kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Sample Technical and Functional Documentation for a Power BI Project

Technical Documentation for a Power BI Project

1. Project Overview
• Project Name: Sales and Revenue Analytics Dashboard
• Objective: To create an interactive Power BI dashboard to track sales performance,
revenue trends, and customer insights.

2. Architecture
• Data Sources:
- SQL Server (on-premises)
- Salesforce CRM
- Excel files for historical data
• Data Flow:
- Data Extraction → Power Query Transformation → Data Modeling → Report Visualization
→ Power BI Service Deployment
• Infrastructure:
- Power BI Desktop for development
- Power BI Service for sharing and collaboration
- On-premises Gateway for data refresh

3. Data Sources
• SQL Server:
- Tables: Sales, Customers, Products, Regions
- Stored Procedures for aggregations
• Salesforce:
- Data: Customer interactions, leads, and sales opportunities
• Excel:
- File Name: Historical_Sales_Data.xlsx
- Columns: Date, Product, Region, Sales Amount

4. Data Modeling
• Schema:
- Fact Table: Sales
- Dimension Tables: Customers, Products, Regions
• Relationships:
- One-to-Many: Products → Sales
- One-to-Many: Regions → Sales
• DAX Measures:
- Total Sales = SUM(Sales[Sales Amount])
- Profit Margin = DIVIDE(SUM(Sales[Profit]), SUM(Sales[Sales Amount]))
- YOY Sales Growth = ([Total Sales Current Year] - [Total Sales Previous Year]) / [Total
Sales Previous Year]

5. Security
• Row-Level Security (RLS):
- Sales Managers: Access to their respective regions
- Executives: Access to all data

6. Integration
• Power BI Embedded for embedding dashboards into an internal portal.

7. Deployment
• Publish reports to Power BI Service.
• Schedule daily data refreshes.

Functional Documentation for a Power BI Project

1. Business Requirements
• Goal: Enable sales managers and executives to analyze sales trends, track performance,
and forecast revenue.
• Stakeholders:
- Sales Managers: Region-specific performance insights
- Executives: Company-wide sales overview

2. Functional Requirements
• Dashboards:
- Sales Performance Dashboard: Total Sales, Revenue by Region, Top Products
- Customer Insights Dashboard: New vs Returning Customers, Top Customer Segments
• Filters and Slicers:
- Time (Year, Quarter, Month)
- Region
- Product
• KPIs:
- Total Sales, YOY Sales Growth, Average Revenue Per Customer

3. User Personas
• Executive Team:
- High-level KPIs and trends
• Sales Managers:
- Detailed insights for specific regions

4. Success Metrics
• Improved decision-making efficiency (reduction in report generation time by 50%).
• Increased accuracy in sales forecasts.
5. Training
• Provide user guides for navigating dashboards.
• Conduct training sessions for stakeholders.

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