Exercise - Sales Management
This is a sales management data analysis project I practiced on Youtube with a blogger (Ali Ahmad). In this exercise project, I mainly learned how to formulate a business requirement and plan, how to use SQL for data cleansing and transformation, and how to create data relationship models and visual dashboards in Power BI.
Business Request & User Stories
The business request for this data analyst project was an executive sales report for sales managers. Based on the request that was made from the business we following user stories were defined to fulfill delivery and ensure that acceptance criteria’s were maintained throughout the project.
Data Cleansing & Transformation
In order to create the necessary data model for analysis and to meet the business requirements defined in the user stories, the following tables were extracted using SQL： DIM_Calendar, DIM_Customers, DIM_Products and FACT_InternetSales.
One data source (sales budget) is provided in Excel format and connected to the data model in a later step of the process.
Below are the SQL statements used to clean and transform the necessary data.
DIM_Calendar:
DIM_Customers:
DIM_Products:
FACT_InternetSales:
Data Model
Below is a screenshot of the data model after cleansed and prepared tables were read into Power BI.
This data model also shows how FACT_Budget hsa been connected to FACT_InternetSales and other necessary DIM tables.
Sales Management Dashboard
The finished sales management dashboard with one page with works as a dashboard and overview, with two other pages focused on combining tables for necessary details and visualizations to show sales over time, per customers and per products.
Thanks for your time and reading.