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Introduction
This is the final result we will create, the product analysis dashboard page in Power BI. There is a KPI card with Marin profit, sales per product, trim up category and product, scatter chart comparing sales to Marin, and Marin per category. Everything comes from the existing sales data. Let's start. Hello! In this tutorial, we will create a new dashboard page in Power BI Desktop, called product analysis, using the existing WaveX sales data. We will analyze the sales and profit of each product.
Step 1: Duplicate the Sales2 page and rename it
To make the appearance consistent with other pages, we will duplicate an existing page. Right-click the Sales 2 tab, then select Dupli Cate. A new page named Dupli Cate of Sales 2 appears. Double-click the tab name, type product analysis, then press Enter.
Step 2: Change the page title to PRODUCT ANALYSIS
Change the page title. Double-click the Sales Report text box, select all text with Ctrl A, then type product analysis. Click an empty area to finish editing.
Step 3: Create a DAX measure Profit Margin 96
Now we will create a DAX measure to calculate Marin profit. In the data panel, find the Sales table, right-click, then select New Measure. In the formula bar, type, profit Marin percent equals DVD, total profit divided by total sales. The DVD function is safe from division by zero. Press Enter, then click the percent button on the ribbon so the result displays as a percentage.
Step 4: Sales by Product Chart - change CategoryType to ProductName
Our first chart will be changed to sales per product. Select the Sales by category chart, then in the build visual panel, remove the category type from the Axis. Find product name in the data panel search box, then drag it to the Axis. After that, open the visual formatting, General tab, Title section, and change the title to Sales by Product. Wave X M3 product turns out to be the best-selling one.
Step 5: KPI Card - display Profit Margin 96
Next, the KPI card. Select the card, remove the average profit per unit value, then drag the Measure profit Marin percentage to the value column. Now the Marin profit from the entire sales is approximately 6.85%. We will change our Top Distributor chart to Tremap.
Step 6: Treemap of sales by category and product
Select the chart, then click the Tremap icon in the visual gallery. Remove the old field, then fill the category with category type, details with product name, and values with sales. Tremap shows the sales share of each category along with the products within it. Change the title to Sales by Category and Product. We will change our line sales chart to a Scatter Chart.
Step 7: Scatter chart of Sales vs Profit Margin per product
Click the Scatter Chart icon, remove date from values, then fill values with product name. The X-axis remains total sales, the Y-axis is filled with profit Marin percentage, size is filled with quantity sold, and legend is filled with category type. Each point represents one product. Notice there is one product with negative Marin, meaning that product is losing money. We will change the title to Sales versus Profit Marin. Finally, we will turn our sales growth chart into Marin per category.
Step 8: Profit Margin 96 per category
Remove date from the X-axis and replace it with category type. Remove sales from the axis and replace it with profit Marin percentage. The luxury category has the highest Marin, around 8%, while electric is the lowest. Change the title to Profit Marin by Category.
Done! Dashboard Product Analysis
Done. The product analysis page is now complete. KPI Marin, sales per product, Tremap, Scatter Chart, and Marin per category. Everything is connected and interactive. Don't forget to save the file with Ctrl-S. Happy trying! Want to have a Power BI dashboard like this? Cerdas Inovasi Digital opens Power BI courses, dashboard creation and report automation services, as well as selling Power BI project files from this tutorial. Contact our WhatsApp or visit cerdasinovasidigital.com Thank you for watching!
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Cerdas Inovasi Digital Team
Software developers, BIM & 3D engineers, and AI practitioners
52 video classes1,276 episodes
We build software, BIM models, games and AI automations for clients every day, and turn that hands-on work into step-by-step classes: every step is shown on screen and comes with a PDF guide you can keep.
