1. Problem Statement: Sales manager faces difficulty interpreting sales data from diverse regions in India.
Data Complexity: Numbers are presented in complex and disparate Excel formats, making analysis difficult ๐.
Disparate Files: Sales data is scattered across separate files, hindering easy comparison ๐.
Verbal Communication Impact: Some communication is verbal, introducing subjective elements and potentially presenting an overly optimistic picture ๐ฃ๏ธ.
2. Objective: Develop a robust data analytics dashboard ๐.
KPI:
-> Reliability : Dashboard should be reliable and robust.
-> Clarity : Dashboard should be clear and easy to read
-> UI/UX : Dashboard should be concise and use appropriate visual elements.
Stakeholders:
-> Management feedback (metrics to be tracked)
-> Regional Managers, Region specific reports. (metrics to be tracked)
3. Data Source: MYSQL database
Date available related to customers they cater to, markets they are established in and transactions they have recorded.
Data Frequency:
This is the OLAP Database which pulls data from the OLTP database daily at 3:00 AM PST.
4. SQL Queries: Exploring data set in SQL ๐งญ
5. Data Modeling ๐: Data Modelling is required to define data entities, their attributes, and the relationships between them.
Schema Used: Star Schema, A central fact table connected to multiple dimension tables. This schema is simple and efficient to run queries on.
Relationship Definition
Cardinality Defined
Cross Filter Direction Defined.
Relationship Editor: Setup the Relations
6. Data Cleaning ๐งน:
USD converted to INR: Some records were in USD format they were converted to INR using DAX.
NULL values are removed from the dataset
7. Final Dashboard ๐
Highlights
Top Left shows total revenue and quantity sold
Filters created for year and Month
Top 5 customers and products
Line chart gives the gradual progression of revenue over 4 year time span.
8. Feedback ๐:
Next step is to allow feedback from relevant stakeholders and implement these changes back into the dashboard.
9. Closeout :
Once the dashboard is delivered to the relevant stakeholders
Conduct trainings ๐งโ๐ซ
Schedule maintenance and channel for communication of feedback to developers โฒ๏ธ
Credits:
I would like to thank Code basics who have provided this dataset and Guided project: