EuroMart Sales Dashboard in power bi

This recipe helps you make EuroMart Sales Dashboard in power bi

Recipe Objective - EuroMart Sales Dashboard

Part 1:

Part 2:

Part 3:

Step 1 - Open Power BI report

Step 2 - Import dataset in Power BI report.

To import dataset, go to Home -> Get data -> Select dataset

Step 3 - Creating some calculated measures(fields).

To create calculated measures -> Right click on dataset in Fields section -> Select New measure -> Enter the following formulas one by one:

Number of transactions = COUNT('Order Data'[Order Date])

Profit margin = SUM('Order Data'[Profit])/SUM('Order Data'[Sales])

Total customers = DISTINCTCOUNT('Order Data'[Customer Name])

Step 4 - Designing dashboard.

Add 'Title' in Power BI report.

To add 'Title', go to Insert -> Select 'Text box' from Elements section -> Enter title as 'EuroMart Stores'.

Add 'Card' for Sales in the Power BI report.

To add 'Card', go to Visualization pane -> Drag and drop 'Card' visual in Power BI report.

Add fields into the 'Card' visual

Put 'Sales' in 'Fields'.

Similarly, create cards for 'Profit', 'Quantity', 'Transaction', Customers', and 'Profit Margin'.

Add 'Slicer' for Date in the Power BI report.

To add 'Slicer', go to Visualization pane -> Drag and drop 'Slicer' visual in Power BI report.

Put 'Order Date' in 'Field'.

Add 'Filter' for Region in Power BI report.

To add 'Slicer', go to Visualization pane -> Drag and drop 'Slicer' visual in Power BI report.

Put 'Region' in 'Field'.

Add 'Map' for Sales by country in the Power BI report.

To add 'Map', go to Visualization pane -> Drag and drop 'Map' visual in Power BI report.

Put 'Country' in the 'Location' field and 'Sales' in the 'size' field.

Add 'Clustered bar chart' for Sales by sub-category in Power BI report.

To add 'Clustered bar chart', go to Visualization pane -> Drag and drop 'Clustered bar chart' visual in Power BI report.

Put 'Sub-Category' in the 'Axis' field and 'Sales' in the 'Values' field.

Add 'Line and Clustered column chart' for Sales and Profit by Year in the Power BI report.

To add 'Line and Clustered column chart', go to Visualization pane -> Drag and drop 'Line and Clustered column chart' visual in Power BI report.

Put 'Year hierarchy of Order date' in 'Shared axis' field, 'Sales' in 'Column values' field, and 'Profit' in 'Line values' field.

Add 'Donut chart' for Profit by Region in the Power BI report.

To add 'Donut chart', go to Visualization pane -> Drag and drop 'Donut chart' visual in Power BI report.

Put 'Region' in the 'Legend' field and 'Profit' in the 'Values' field.

Add 'Table' for Top 5 customers by Sales in Power BI report.

To add 'Table', go to Visualization pane -> Drag and drop 'Table' visual in Power BI report.

Put 'Customer name' and 'Sales' in the 'Values' field.

To add a filter for the top 5 customers -> Go to Filters -> In the Customer Name section, select 'Top N' filter type specifying N=5 and select 'Sales' in the By value field.

To apply conditional formatting on Sales column -> Go to Format -> Conditional formatting -> Select 'Sales' -> Turn on Data bars.

In this way, we can create a EuroMart sales dashboard in Power BI.

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