Power BI Builds 1 - Executive Sales Report

Summary of the first Power BI Challenge coming soon. Watch out for a new thread to be posted soon.

Also Challenge number 2 will be starting end of this week.

Looking forward to it

Sam

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Many thanks David, will dissect it and observe… Great work…

Hi All,

Thank you all for participating.

Be sure to checkout the wrap up piece.

See you all on the next challenge.

Haroon

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David - love the scroller visual at bottom of page 3.

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Sam - this link shows an article with 6 products; do you have experience with and/or recommend one specifically?

Thank you for the feedback and the initiative.

I will like to thank the @EnterpriseDNA team, @Sam.mckay my invisible coach, @haroonali1000 for the inspiration in creating this amazing forum, for re-engineering the platform enabling it to be like a one spot end-to-end ecosystem to match with the ever-growing expectation of analysts and data analytics enthusiasts.

I have learnt enormously from the numerous Enterprise DNA tutorials, BI summits, master classes and the current Business Analytics week to build-on an own visualization persona inspired by your team.

It is a great pleasure to see “@Walter” spotlighted as winner of this first Enterprise DNA Power BI challenge. The feeling will remain!

@BrianJ, @JBright, @uriah1977,@mford, @sunip,@melissa (I constantly use your date m-code)….thank you all for your special words.

It’s an opportunity to thank submitting members and invite all to join the challenge as it provides a distinctive expression of your analytical and creative skills in an environment where you autonomously drive your imagination.

Walter

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Good to know you love it , it look very great on report, I must say

Amazing work. I’m still learning and was wondering if you had your pbix link available? Thank you and hope to talk to soon.

@kellyctex,

Welcome to the forum – great to have you here!

Thanks very much for the positive feedback. I just posted my PBIX file up above with my original entry. I hope you find it useful. Feel free to give a shout if you have any questions.

  • Brian

P.S. we are ALL still learning Power BI. :grinning:

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I am going through and doing the past challenges too, so am sharing my take on #1!

https://app.powerbi.com/view?r=eyJrIjoiNDRhODVkNWYtYmQ3ZS00MDc4LWFlODEtZjUyZGFjOTg5YjZkIiwidCI6IjkyOWVlMzI0LTk3YzQtNDk1YS04MjM5LTZhZDg3NDk0MGVlYyIsImMiOjN9&pageName=ReportSection

As an executive dashboard I made it one page only.

With this one I focused on:

  1. Profit as the primary measure (Are we making money?)
  2. Comparison to previous month as baseline (How are we trending?)
  3. Top and bottom 5 (Where did we do well? Where did we need improvement?)

One of the challenges with this data source was it was rather flat, as in the downs were usually met with an up at other times. So I provided a tooltip on the top/bottom 5 that gave the whole view as well.

For example, some teams were in the bottom 5, but had actually made more profit over the whole time period than top performer for that month.

I’ve also included all the model and measures surfaced in the report:

Edit: I also wanted to add that I wanted to balance the MOM% with MOM$ in the charts. Sometimes %'s can be heavily skewed when the $'s are low.

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Haha that’s great, we’ll done

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Thanks @sam.mckay!

The longest part was getting that tooltip to show profit every month while keeping all the filters from the main page (so you could choose a state from the map, as an example, and then see the tooltip as of that state/product combo on the product bar). I eventually gave up trying to use the Date table on the axis and used the Sales table [Sales Date] to create a [Sales Month], with a REMOVEFILTERS(‘Date’) on a separate [Profit] measure. I learned there is some interesting filter ordering in play with tooltips and filtering.

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Nice work Zoe :slight_smile:

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@datazoe,

Terrific entries, and I’m really enjoying reading your writeups. I’ve always included an "About"page at the end of my reports as well, but it never occurred to me to make them anything other than a static page. I love the way you’ve structured yours, both the info included, and the way the table is sliceable.

I’m curious – what tool(s) did you use to extract all the measure code and the other info to build the table visual?

Great stuff. Really looking forward to your future entries and writeups.

  • Brian
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@BrianJ Thank you for your kind words! Your posts and entries are always great too!

Every power bi data model I create I utilize the Vertipaq Analyzer for, so I copy that table from the “Dax Expressions” tab and include it in via “Enter Data”.

You can also directly query a model to get the same data, which is what I do for my Power BI Premium or Analysis Services data models.

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You can also get the expressions for measures using the DMV’s inside DAX Studio, specifically the $SYSTEM.MDSCHEMA_MEASURES data management view. Use a SQL query like:

SELECT [Measure_Name], [Expression] FROM $SYSTEM.MDSCHEMA_MEASURES


Hope this helps.
Greg

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Hello Everyone,

Challenge 1 was the only challenge I did not participate in. So, here is my submission:-

I created a one page Executive Sales summary report for this challenge.

On this Report, I focused mostly on

  • Sales trends
  • Cumulative Sales
  • 7 day Moving Average
  • Sales by Channel
  • Sales by Sales teams
    and
  • Sales by Region and State

I used @Greg SQL Query to retrieve the Measure codes inside DAX Studio after looking at @datazoe submission above.

Thank you.

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@Neba,

I absolutely love that you and @datazoe have been going back and doing the challenges you missed. I think this is a terrific entry, one that would’ve been in the running for the top slot. Really well focused on the objectives of the brief, well-organized and making great use of multiple tooltips to pack a ton of information on a single page. Kind of an offbeat color theme, but I really like it.

Well done!

  • Brian

@BrianJ,
I appreciate your kind words. I think I am addicted to these challenges. I believe some of my techniques have improved since I started participating in these challenge thanks to you and others.
Therefore, I am thinking of going back to some of the challenges and work the reports again to see how I actually improved. :smile: