Practical Assignment-1

You are tasked to create a dataset for your report on “Global Superstore”,
their profit, sales, returns, etc. The dataset should be configured in such
way that later we can create dynamic currency conversion, so we will
have to import a table with the currencies and their exchange rate to EUR.
On a blank Power BI file do the following:

1. Import “global_superstore_2016.xlsx” dataset and select only Orders

and Returns tables

2. Import “Currency Country.xlsx” file, select “Sheet 1” then rename it to

“Currency Country”

3. To obtain the latest currency conversion data to EUR, you should use
the following URL
https://www.ecb.europa.eu/stats/policy_and_exchange_rates/euro_referen
ce_exchange_rates/html/index.en.html
and load the exchange rates and currency code only in Power BI, the
table should be named “Exchange Rates”

4. Make sure that across all tables you have the first row promoted as
headers. You should not have column names such as “Column 1”,
“Column 2”, etc.

5. On the Orders table remove the following columns: “Row ID”,

“Customer ID”, “Postal Code”, “Product ID”

6. On the Orders table you need to add a column that represents the
currency for each country, the only column that you need is “ISO Code”
from “Currency Country” (which function are you going to use?).

7. On the Orders table you need to add an additional column for the
exchange rate for each currency to EUR. The exchange rates can be found
inside the “Exchange Rates” table. The Merge should happen on ISO Code
and Currency from “Exchange Rates”. Make sure you implement a rule on
the exchange rates column to replace “null” values with 1, under no
circumstances we should have exchange rates of null. Once the column
has been added hit close and apply.

8. Take a look at your data model and see what relationships Power BI has
set up. In order for your model to work you need to connect “Orders” with
“Returns” on “Order ID”, “Orders” with “Currency Country” based on
“Country”. The “Exchange Rates” table should be left with no connections
to any of the tables.

This is what your report should look like:

 Practical Asignment-2

In this challenge you are asked to build the functionality of a dataset in

Power BI. If you have completed the previous exercise you can use your
file, or you can download it from here. Once you open Exercise two you
are expected to do the following:

1. Build a Measure for “Number of Orders”

2. Create a “#Measures” table

3. Move the “Number of Orders” measure into “#Measures”, make sure

that “#Measures” is formatted as Measures table

4. Build a measure that will dynamically convert the Orders[Sales] value

into the selected currency from Exchange Rates table.
The DAX should contain a variable for Sales in EUR where Sales need to
be divided by Exchange Rate in order to find out the sales amount in EUR
for each currency. Then using this variable you should be able to build the
rest of the calculation. If we are using a slicer from Exchange Rates on
Currency and select any currency i.e. “CAD”, “USD”, etc the total sales
amount should convert. We are not looking to filter out the amount in
these selected currencies, we want the total sales value to convert to the
selected exchange rate. Another accepted solution would be to create a
custom column on the “Orders” table and DIVIDE Sales by Exchange Rate
and use this as your base value in EUR.

5. Build a calculation for the sales amount of returned items, the measure
should still be able to convert to the sales amount based off the Currency
Code selection.

6. Calculate the percentage of returned items from all items sold in a new
measure, make sure it has been formatted correct.

7. Calculate the number of returned orders

8. Test all the existing measures you have created

Practical Task Three - Building Reports

In this task you are asked to create two reports on one page.

Please download the Practical Task two file if you have not been following
along. Report A is responsible for all orders whilst report B is responsible
only for the returned orders.

Please use the following guidelines to achieve similar report look, both
reports should have a title that says “Global Superstore Orders &
Returns”, font size 20, Segoe UI, Bold, text color white and background of
#1D3557, Multi-row card with no background, Accent bar width 3px with
color #d64550, the card should contain Number of Orders, Sales Amount
Converted, Returned Items Value and % of Returned Items.

Category labels should be with the same color of #d64550.

On the left side should be a Filter from Exchange Rates with all available
currency codes with no Title, but a search box only.

All visuals should have the background turned off except for the Currency
filter. The filter should be expanded all the way to the bottom of the page:

Report A
1. Pie chart to show Number of Orders by Ship Mode. Title bar with font
color white, background color #d64550. Colors for Standard Class -
#06D6A0, Second Class - #118AB2, First Class - #d64550, Same Day -
#1D3557

2. Sales Amount by Segment – Clustered Column Chart. Title bar with font
color white, background color #d64550. X-axis and Y-axis should have the
titles switched off. The bars should also have the same color #d64550.

3. Treemap to show the number of orders by Order Priority. Title bar with
font color white, background color #d64550. Colors for Medium -
#06D6A0, High - #118AB2, Critical - #d64550, Low - #094780

4. Matrix table to show on Rows Ship Date hierarchy of only Year and
Month, one level down is the Segment, on columns have Order Priority. On
the values side please use Number of Orders and Sales Amount. The table
itself should be styled using the Style presets – Bold Header. Experiment
with the colors for the Background of column headers.

5. Create a button for returns – with text “Returns”. The button should
have white font color and background of #d64550.

Report B:
1. Returned Orders by Segment – pie chart with Segment and # Returned
Orders. Titles to have background color of #1D3537, font color white. For
segment use Consumer - #d64550, Corporate – #1D3537, Home Office -
#D9B300.

2. Returned Orders by Market - Line and stack column chart - Titles to

have background color of #1D3537, font color white. Bars to have color of
#1D3537, line to be #d64550

3. Returned Orders by Order Priority - Titles to have background color of

#1D3537, font color white. Bars to be - #D9B300

4. Map for % Returned Items by Country - Titles to have background color

of #1D3537, font color white. Bubble size to have % Returned Items and
color #d64550.

5. Table visual with Customer Name, # Returned Orders and Value of

Returned Products. This is a regular table chart with headers and row total
color of #1D3537. You may also use style presets here.

6. Create a button for “Sales”. Background color to be #06D6A0, and font

color to be white.

Add actions to both “Sales” and “Returns Buttons”. Sales should lead to
the Sales report, whilst returns to the returns report.