Power BI Report on Sales Dataset

Open Dataset Sales Dataset

1. ✅ Load Data

2. 🔧 Transformations (Power Query)

3. 💡 M Query (custom column)

4. 📊 DAX (measure)

5. 📘 Research Questions + Power BI Report Design

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✅ 1. Load Data into Power BI

1. Open Power BI Desktop

2. Click on Home > Get Data > Excel (or CSV)

3. Browse and load your sales dataset file

4. In the Navigator pane:

   • Select the correct sheet

   • Click “Transform Data” to open Power Query Editor

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🔧 2. Transformation Steps in Power Query (Power BI)

Rename your query as sales (if needed).

🛠️ Step 1: Ensure Correct Column Names

Columns should be:

• OrderID

• Product

• Quantity

• UnitPrice

• Discount (%)

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🛠️ Step 2: Set Data Types

Assign proper data types:

• OrderID → Text or Whole Number

• Product → Text

• Quantity → Whole Number

• UnitPrice → Decimal Number

• Discount (%) → Percentage or Decimal Number

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💡 3. M Query: Add a New Column in Power Query

Let’s add a Net Sales column (after discount):

➕ New Column: NetSales

= Table.AddColumn(sales, "NetSales", each [Quantity] * [UnitPrice] * (1 - [#"Discount (%)"]))

Steps:

1. Go to Add Column > Custom Column

2. Name it: NetSales

3. Use formula:

   [Quantity] * [UnitPrice] * (1 - [#"Discount (%)"])
   

Click OK → Review result → Click Close & Apply

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4. DAX Measure (One Example)

After loading data back into Power BI:

➕ Measure: Total Revenue

Total Revenue = SUM(sales[NetSales])

Use this in a card visual or for aggregated analysis.

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📘 5. Research Questions + Power BI Report Design

Q1: What is the total revenue generated from all products?

Steps:

• Use Total Revenue measure

• Create a Card Visual

• Add the measure to show overall revenue

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🔍 Q2: Which products generated the highest revenue?

Steps:

1. Create a Bar/Column chart

2. Axis: Product

3. Value: SUM of NetSales

4. Sort descending

5. Apply Top N filter if needed

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🔍 Q3: What is the average discount given per product?

Steps:

1. Create a Table visual

2. Add:

   • Product

   • Average of Discount (%)

Or create a DAX measure:

Average Discount = AVERAGE(sales[Discount (%)])

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🔍 Q4: Which orders had the maximum quantity sold?

Steps:

• Use a Table or Bar chart

• Add:

  • OrderID, Quantity

• Sort by Quantity descending

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🔍 Q5: Revenue breakdown by Quantity sold ranges

Steps:

1. Create a new column in Power Query:

   if [Quantity] <= 5 then "Low" 
   else if [Quantity] <= 10 then "Medium" 
   else "High"
   

2. Use a Pie Chart or Stacked Bar Chart:

   • Axis: Quantity Group

   • Value: NetSales

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Optional Visuals:

• Line Chart: Revenue over time (if Date column is added later)

• Matrix/Table: Order-wise and Product-wise breakdown

• Treemap: Product revenue share

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