Define Relationships:
Ensure that relationships between common columns in different tables are correctly established.
Specifically, link the 'City' field in the 'Mod3_Raw_CityTier_v0 1' table with the 'City' field in the 'PinCode-Geo' table.
Data Transformation:
Create a new column 'Net_Units' in the sales table using DAX to calculate the difference between 'Units' and 'Cancelled_Units'.
Rename the 'City' field to 'City_Old' in relevant tables, and create a new 'City' field containing only the city name (excluding the country part).
Add a new field 'OrderDayOfWeek' to indicate the day of the week for each order.
Create another field 'OrderWeekStart' to determine the start date of the week for each sale, formatted to display as 'MMM DD'.
Update Relationships:
Ensure all tables are correctly connected through the established relationships.
Analysis and Reporting:
Perform various analyses, such as calculating total revenue, total quantity sold, total cancellations, number of customers, and number of transactions.
Break down these metrics by different dimensions such as month, week, weekday, product group, city, zone, and city tier.
Dashboard Creation:
Develop an interactive dashboard that visualizes the above analysis, providing insights into retail performance across various segments.
To analyze the retail data in Power BI as described in the exercise, the following steps taken:
Load Data:
Import all data files into Power BI, ensuring that headers are correctly identified as field names.
Data Cleaning:
Remove records from the 'PinCode-Geo' table where the 'Zone' field is missing.
Remove records from the 'Mod3_Raw_CityTier_v0 1' table where the 'CityTier' field is missing.
Role:
Data Integration Specialist: Imports, cleans, and transforms data.
Data Analyst: Analyzes metrics and generates insights.
Dashboard Developer: Creates interactive dashboards.
Collaboration:
Teamwork: Coordinate with data engineers and business stakeholders.
Feedback: Refine dashboards based on user feedback.
Insights: Clear visualization of retail performance.
Decision-Making: Data-driven decisions with accurate metrics.
Efficiency: Streamlined data management and reporting.
Satisfaction: Meets stakeholder needs with user-friendly dashboards.