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Sales Input & Reporting System (Power BI)

Overview

This project demonstrates the development of an end-to-end business intelligence solution using Power BI. A structured sales dataset was created and transformed into an interactive dashboard to support reporting and performance analysis.


Objectives

  • Develop a structured dataset for sales analysis
  • Connect and transform data within Power BI
  • Developed a star schema
  • Build an interactive dashboard to monitor sales performance
  • Deliver insights to support data-driven decision-making

Tools & Technologies

  • Power BI
  • Power Query
  • Data Modelling (basic relationships)
  • Data Visualisation

Data Source

  • Custom-built sales dataset
  • Includes:
    • Sales records
    • Product information
    • Transaction-level data

Key Steps

1. Data Preparation

  • Imported dataset into Power BI
  • Cleaned and transformed data using Power Query
  • Ensured correct data types and structure

2. Data Modelling

  • Established relationships between tables
  • Created a clean and logical schema for reporting

3. Dashboard Development

  • Built visuals including:
    • KPI cards (Total Sales, Transactions)
    • Sales trends over time
    • Product performance analysis

Key DAX Measures

  • Total Sales = SUM(Sales[SalesAmount])
  • Total Transactions = DISCTINCTCOUNT(Sales[OrderID])
  • Average Order Value = Total Sales ÷ Total Orders
  • Sales YTD = Year-to-date sales using time intelligence functions
  • DateTable = ADDCOLUMNS( CALENDAR(MIN(Sales[Order Date]), MAX(Sales[Order Date])), "Year", YEAR([Date]), "Month", FORMAT([Date], "MMM"), "MonthNumber", MONTH([Date]) )
  • Selected Year (Title) = IF( HASONEVALUE(DateTable[Year]), "ST Projects: Sales Overview - " & VALUES(DateTable[Year]), "ST Projects: Sales Overview - All Years" ) These measures were used to power KPI cards and trend analysis within the dashboard.

Key Insights

  • Identified top-performing products
  • Analysed sales trends across time periods
  • Highlighted underperforming areas

Business Value

  • Demonstrates a complete analytics workflow (data → insights → dashboard)
  • Enables clear visibility of sales performance
  • Supports better decision-making through interactive reporting

Challenges Faced

  • Structuring data for effective modelling
  • Designing clear and intuitive dashboard layouts
  • Ensuring consistency across visuals and metrics

Outcome

Successfully developed a fully functional Power BI dashboard, showcasing the ability to transform raw data into meaningful insights through effective data modelling and visualisation.

About

Power BI sales reporting dashboard project focused on structured sales data entry, KPI reporting, interactive visualisations, and business performance analysis using Power BI, Power Query, and Excel-based reporting workflows.

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