Retail Dashboard using Power BI – SnackTime Case study

Power BI is great for creating enterprise dashboards and multi-page reports. In this extensive case study, you will uncover many of the Power BI features and applications. The key skills you will gain in this set of lessons (10 videos) are,

  • Data modeling, star schema and relationships
  • Power Query load, transformations and table organization
  • Making CALENDAR tables with PQ
  • Time intelligence calculations with DAX
  • Report design, information needs
  • Adding report tooltips in PQ
  • Creating text commentary with Measures
  • Advanced formatting for cards, multi-row cards etc.
  • Using Emoji, conditional formatting icons in PBI
  • Working with maps in PBI

By the end of this lesson, you will learn how to create below report.

Multiple videos, watch them in pages

This lesson has 10 videos, over 3.5 hrs of content, all derived from same dataset. For the sake of simplicity, I have broken this into multiple pages. Please use the link at bottom to navigate to each page.

How to watch this lesson?

For best results, allocate a week or two for this chapter. Watch 1-2 videos, download the dataset and replicate the steps. From there, spend 30 mins to an hour doing free play in Power BI. Once you are confident about the concepts presented, continue watching the next 1-2 lesson videos.

At the end of it all, please take time to construct your own version of retail dashboard. Feel free to share that with rest of the class using comments section. This way, we all can learn from each other.

Author: Chandoo

My name is Chandoo. I am going to make you awesome in Excel, VBA, Dashboards, Power BI & Power Pivot and answering your questions. I live in Wellington, New Zealand. It is a beautiful, small city on the southern edge of the world. I run my own Excel Consulting & Training business from here. I am married to my college sweet-heart, Jo. We have 2 kids – twins. They are 10 years old now. They are busy creating new worlds with lego bricks or playing or learning. We (Jo &I) are busy with cooking, eating, walking, talking and reading.

11 thoughts on “Retail Dashboard using Power BI – SnackTime Case study”

  1. The demonstration of building a calendar table from dates derived from the fact table in chapter 5 is excellent.

    However, in the past I’ve watched you (in Power BI) build a calendar table using the “CALENDARAUTO” function.

    Is there a benefit to building the table step-by-step? Is there a flaw in “CALENDARAUTO”?

    Thanks!

  2. Amazing Course – Learnt various new things and finally built one while watching the videos. Thanks Chandoo – You’re Awesome as always and proud to be your students

  3. What are your thoughts on “naming” columns – calculated or otherwise. Do you follow any standards like Leszynski naming convention (LNC). I think consistency is important and I appreciate your conversation about fact tables and dimension tables very much. Thanks!

  4. Chandoo,
    I love your M language solution to build a Calendar table. These days Power BI has a Model tab with a New Table option. With the DAX CALENDARAUTO() command, I can also create a list of dates. Which do you think is better – the manual solution with M or the auto solution with DAX?

    1. Hi Philip, the CALENDARAUTO() function will scan the data model for columns formatted as dates to determine the min and max dates for creating the calendar table. This is great, as long as you don’t have date columns that you don’t want to use for date-computations. Imagine having a column with the date of birth in the customer table, for example. If your eldest customer was born in 1920, then you end up with a HUGE calendar table. As a rule of thumb, don’t rely on the smart/shortcut features if you can control things yourself. Hope this answers your question.

  5. Hello, teacher.

    I tried to add an average reference line to the bar chart myself, but the average data label size was too small, and I didn’t know where to change its size. I tried everything in the format bar, but I couldn’t change the size.

  6. Hi, I’m really curious about a chart shown in the “Executive metrics” dashboard picture at the beginning of some videos.

    It’s like a strange donut chart with a combination of red, yellow, blue, grey and black colours, it’s in the bottom left corner, how do you do that? Thanks.

  7. Hello! I am creating the dashboards following the course, Now I have a bunch of dashboards with me. (yay! :D) What is the Power BI equivalent of Tableau public where I can showcase my work and share the link with others?

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