This dynamic and highly intuitive DAX-based eCommerce dashboard offers a real-time snapshot of the financial position of a business and facilitates future planning by highlighting metrics that directly impact the business's bottom line.
When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, financial dashboards improve its executives’ ability to always keep an eye on the essential KPIs, as well as, reduce the chances that important decisions are delayed because executives don’t have easy, self-service insight to performance.
- The dataset utilized in this dashboard has its origins in the Sales data folder, and it contains data from 2019 to 2021.
- The data in this folder is termed the Fact Table; a table that contains transaction details such as purchases, quantities, order dates, and certain crucial IDs that will link the Dim (Dimension) Tables.
- Five or six Dim Tables utilize Power Pivot to manage and construct associations, allowing us to generate our analysis with a free flow of data.
- An appraisal of the cumulative profit from the start of the transactional year in 2019 to the end of the transactional year in 2021.
- Discovery of who is aiding our company's growth by identifying the top three most lucrative customers inside our organization.
- An analysis of the top three unremunerative clients inside our business can assist us in determining why and what we need to do to entice them to purchase more from us in the future.
- Profit trends for the firm on an annual, monthly, and quarterly basis.
- Easy-to-read cards for smart and rapid decision-making, visualize critical KPIs such as the number of transactions, total customers, current items, COGS, revenue, profit, quantity sold and regions the company sells to.
- Country, products, and months
- Using these filters, the user can quickly select options to consolidate one or multiple companies, as well as, change periods.
- Utilized Power Query to extract and transform the data, then transferred the data to Power Pivot for further analysis.
- Leveraged DAX to define custom calculations in Power Pivot to generate reports on customer analysis and year-to-date profit trends using the RELATED, SUMX, and SUM functions.
- Implemented DISTINCTCOUNT, COUNTROWS and IF functions to calculate the number of customers sold to overtime, total number of transactions and other KPI's respectively.
- Automated manual filter removal using macros and VBA.
