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Sales analytics case study built with Power BI, featuring advanced DAX, time intelligence (MoM, YoY, YTD), what-if analysis, tooltips, drillthrough, bookmarks, and role-based views.

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MelikaWorks/powerbi-sales-analysis-case-study

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Power BI Sales Analysis – Case Study

Overview

This repository contains a sales analytics case study built with Power BI using a synthetic dataset. The project focuses on data modeling, advanced DAX, and interactive reporting techniques commonly used in real-world business dashboards.

The dataset is fictional and created solely for learning and portfolio demonstration purposes.


Key Features

  • Star schema data modeling (Fact & Dimension tables)
  • Advanced DAX measures and Time Intelligence:
    • YTD, MTD
    • Month-over-Month (MoM%)
    • Year-over-Year (YoY%)
    • Running Total
    • Rolling 3-Month Average
  • Interactive dashboards with:
    • KPI cards
    • Tooltips
    • Drillthrough pages
    • Bookmarks
  • What-if scenario analysis
  • Role-based view (basic RLS concept)
  • Clean and presentation-ready report pages

Project Structure

files/
├── first-project.pbix
├── second-project.pbix
└── Sales-Analysis-Practice.xlsx

screenshots/
├── dashboard-main.jpg
├── analysis-page.jpg
├── advanced-dax.jpg
├── tooltip-tt_sales.jpg
├── drillthrough-customer-details.jpg
├── bookmarks.jpg
├── role-security.jpg
└── publish.jpg

Report Pages

  • Dashboard – Executive overview with KPIs and trends
  • Analysis – Detailed sales analysis by time, product, and customer
  • Advanced DAX – Time intelligence and analytical measures
  • Tooltip (tt_Sales) – Contextual insights on hover
  • Drillthrough (Customer Details) – Transaction-level customer analysis
  • Bookmarks & Navigation – Enhanced user interaction

Tools & Technologies

  • Power BI Desktop
  • DAX (Data Analysis Expressions)
  • Power Query
  • Excel (synthetic dataset)

Notes

  • The dataset is fictional and does not represent real business data.
  • This repository is intended for portfolio and demonstration purposes only.

Author

👩‍💻 Melika Mehranpour
Power BI & Data Analytics

🔗 LinkedIn | GitHub

About

Sales analytics case study built with Power BI, featuring advanced DAX, time intelligence (MoM, YoY, YTD), what-if analysis, tooltips, drillthrough, bookmarks, and role-based views.

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