Sales Dashboard in Power BI | Power BI Dashboard

Introduction

In today's tutorial, we will explore the process of creating a sales dashboard using Power BI. This follows a previous video where we created the same dashboard using Microsoft Excel. By leveraging the same database, we will design an interactive and visually appealing dashboard utilizing Power BI’s various features. If you wish to delve deeper into certain topics like dashboard visuals, formula linkage, and background design, please refer to the link provided in the description.

Steps to Create the Dashboard

1. Import Data into Power BI

We will begin by importing the necessary data into a blank Power BI report. After the data is successfully imported, we can view it on the interface.

2. Edit Data in Power Query Editor

Next, click on the "Edit Queries" option to open the Power Query Editor. Here, we will perform essential data transformations:

• Add basic columns like Day, Year, and Month based on the existing date column.
• Extract the first three characters of the month for better readability.
• Merge queries to combine additional columns from the master dataset, ensuring to retain the Product ID column.
• Close and apply the changes once the editing is complete.

3. Create Columns and Measures

Now, we will add new calculated columns such as Total Buying Values and Total Selling Values. Subsequently, we will define measures for Profit and Profit Percentage, setting up the groundwork for robust data analysis.

4. Create Visuals

Moving to the dashboard creation stage, we will add slicers for Year, Month, Sales Type, and Mode of Payment:

• Use list slicers for Year and Month and dropdowns for Sales Type and Payment Method.
• Create card visuals representing total metrics like Selling Value, Profit, and Profit Percentage. By copying and pasting, we can quickly replicate formats for these visuals.

5. Sort and Enhance Visuals

Add a stacked column chart for monthly sales visualizations. To ensure proper sorting, adjust the properties so that months sort in chronological order:

• Navigate to the data view, select the Month Name column, and sort it by the Month Number.
• Add Profit Percentage to tooltips for enhanced interactivity.

6. Format the Dashboard

We will now focus on formatting our visuals:

• Remove unnecessary titles and adjust color settings.
• Utilize Edit Interactions to manage the connectivity between slicers and visuals, ensuring to unlink particular slicers as needed.

7. Design the Background

For the dashboard background, design an appealing background image (potentially using PowerPoint). Save the background as an image, then upload it to Power BI:

• Set transparency options so that the background integrates well without overwhelming the visuals.

8. Final Touches

Align visuals to enhance aesthetics. Adjust theme colors to suit the dashboard’s dark theme, using a consistent color palette throughout. Once all formatting is complete, our sales dashboard will be functional and visually engaging.

By following these steps, your sales dashboard in Power BI will be ready for analysis and presentation. If you found this video helpful, please like and subscribe for more content.

Keywords

Power BI, sales dashboard, import data, Power Query Editor, create measures, data analysis, visuals, slicers, year, month, sales type, mode of payment, formatting, background design.

FAQ

Q1: What is Power BI?
A1: Power BI is a business analytics tool that allows users to visualize data and share insights across an organization or embed them in an app or website.

Q2: How do I import data into Power BI?
A2: To import data into Power BI, open a blank report, click on the "Get Data" option, and select the data sources you need to import.

Q3: What is the purpose of the Power Query Editor?
A3: The Power Query Editor is used for transforming and preparing raw data before visualizing it in Power BI, including editing, merging, and cleaning data.

Q4: How can I enhance the visuals in Power BI?
A4: Enhancing visuals in Power BI can be achieved by adjusting formatting options, utilizing themes, and ensuring that visuals are properly aligned and linked to slicers.

Q5: Can I use custom backgrounds in Power BI?
A5: Yes, you can utilize custom images as backgrounds in Power BI by saving the image file and uploading it through the page background settings.