PBI Dashboard for coffee retailer

Home→Works →PBI Dashboard for coffee retailer

GA,Power BI
2023

The data sources: a CSV file with currency exchange rates and an XLS file located on SharePoint.

First page is dedicated to main trend of product distribution and includes

Swipe to see all images

Visuals:

1) Matrix with data about Values Sales in EUR and CHF, volume of sales in cups (with distribution for Segments and Zones);
2) Chart with sales in EUR per country and volume in cups;
3) Treemap for top 10 Manufacturers by Sales in EUR;
4) Chart with volumes (monthly) in cups with Trend Line;
5) Cards with total sales in EUR and total volume cups sales.

Slicers: For Segments, active for all visualizations, inactive for cards with total sales in EUR and total volume cups sales.

The second page is dedicated to change of the trend and activity of the customers and includes:

1) Matrix with MAT TY, MAT YA, MAT TY vs MAT YA (Abs), MAT TY vs MAT YA (%), share MAT TY out of total calculations for every Segment (groups);
2) Matrix with YTD TY, YTD YA, YTD TY vs YTD YA (Abs), YTD TY vs YTD YA (%), share YTD TY out of total calculations for every Segment (groups);
3) Matrix with MTD TY, MTD YA, MTD TY vs MTD YA (Abs), MTD TY vs MTD YA (%), share MTD TY out of total calculations for every Segment (groups); Note: (Abs)-Absolute change of Value Sales, (%)-relative change of Value Sales.
4) Matrix with Manufacturers and Sales MAT TY, Share MAT TY.
5) Matrix with Manufacturers and Sales YTD TY, Share YTD TY.
6) Matrix with Manufacturers and Sales MTD TY, Share MTD TY.
7) Cards with Sales Value, Sales MAT TY, Sales YTD TY, Sales MTD TY

The definitions

Moving Annual Total (MAT) - finds the total value over the last 12 months.

MAT TY (This Year) finds total value over the course of the previous 12 months, starting from the latest period available in current year (e.g., latest available period is Nov 2020, MAT TY calculates total of all values from Dec 1,2019 to Nov 30, 2020.)

MAT YA (Year Ago) – total value over previous 12 months last year, starting from the same month as above of previous year (e.g., MAT YA calculates total of all values from Dec 1, 2018 to Nov 30, 2019).

Year to Date (YTD) finds total value of period of time beginning the first day of the reporting calendar year to the latest available month or date etc.

YTD TY (This Year) - calculates total value, based on period that starts with the first day of the current calendar year to the latest available month or date etc. ( e.g., Jan 1, 2020 – Nov 30, 2020)

YTD YA (Year Ago) - calculates total value for the same period as above of previous year (e.g., Jan 1, 2019 – Nov 30, 2019).

Month to Date (MTD) finds total value of the period starting from the beginning of the current month up until now.

MTD TY – total value for the latest available month (e.g. Nov 1 – Nov 30, 2020)

MTD YA – finds total value of same period as above for previous year (e.g. Nov 1 – Nov 30, 2019).

I hope the report will be beneficial for your business!

IE < 9

Loading

PBI Dashboard for coffee retailer

Related articles

User persona study

User retention case

User search study

Quick track to connect

User retention study