Applying the topics from a Power BI course practically through a project enhances the learning process for students by making it more real and effective. Below is a framework for how the various topics from the course can be applied practically through a project:
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Practical application of course topics through a project |
Project: Creating a Sales Analysis Dashboard
1. Initial Project Planning
- Project
Objective: To create a sales analysis dashboard that will show sales
performance, regional sales, and customer analysis.
- Data
Source: Use a database or Excel file containing sales, product, customer, and
regional data.
2. Data Collection and Preparation
1. Data
Source Preparation:
- Gather data sources (e.g., Excel files,
SQL database).
- Ensure the necessary data such as sales, product,
customer, and region details are available.
2. Data
Transformation using Power Query Editor:
- Import Data: Import data into Power BI
Desktop.
- Clean Data: Remove unnecessary columns,
duplicate records, and incorrect data.
- Transform Data: Customize the data format,
such as adjusting date formats, case conversion, etc.
3. Data
Modeling
1. Create
Data Model:
- Tables: Create various tables like Sales,
Products, Customers, and Regions.
- Relationships: Build relationships between
tables, such as linking the Sales table to Products and Customers tables.
2. Create
Calculated Columns and Measures:
- Measures: Create measures for Total Sales,
Average Sales, and Year-to-Date Sales.
- Calculated Columns: Create new columns
based on Sales Amount and Quantity.
4. Creating
Visualizations
1. Create
Basic Visuals:
- Bar Chart: Create a bar chart to show
sales performance.
- Pie Chart: Use a pie chart to analyze
sales percentages.
- Line Chart: Create a line chart to show
sales trends over time.
2. Use
Custom Visuals:
- Map Visualization: Use map visuals for
region-based sales analysis.
- Decomposition Tree: Use the Decomposition
Tree for drilling down into sales analysis and customer details.
5. Adding
Interactive Elements
1. Add
Slicers and Dropdowns:
- Slicers: Use slicers to select time
frames, product categories, and regions.
- Dropdowns: Provide dropdowns to select
specific values.
2. Interactive
Filters:
- Cross-Filtering: Configure cross-filtering
to allow one visual to filter another visual.
6. Creating
Reports and Dashboards
1. Report
Page Design:
- Layout: Properly design and arrange the
visuals and customize the layout.
- Interactivity: Ensure interactivity
between the visuals.
2. Create
Dashboard:
- Pin Visuals: Pin important visuals from
the report to the dashboard.
- Tile Customization: Customize the tiles
and extend their visual features on the dashboard.
7. Applying
Data Analysis Functions
1. Time
Intelligence Functions:
- YTD Sales: Use `TOTALYTD` to calculate
Year-to-Date sales.
- QTD Sales: Use `TOTALQTD` to calculate
Quarter-to-Date sales.
2. Comparison
Metrics:
- Sales Growth: Use custom measures to
determine the rate of sales growth.
8. Report
Sharing and Collaboration
1. Publish
Report to Power BI Service:
- Publish: Publish the report to Power BI
Service.
2. Dashboard
Sharing:
- Share: Share the report and dashboard with
team members.
3. Collaboration:
- Comments: Add comments to the report and
collect feedback.
9. Project
Review and Feedback
1. Project
Review:
- Review: Review the different parts of the
project and make necessary changes.
2. Collect
Feedback:
- Collect Feedback: Gather feedback from
users and update the report if needed.
Through this
project, students will be able to practically learn various aspects of Power
BI, such as data transformation, modeling, visualization, and sharing
processes, and improve their real-world data analysis skills.