Business Request and Demand Overview
Business Request:
The business request for this data analyst project was an executive sales report for the VP of Sales Management. Based on the request that was made the following business demand overview was created to fulfill delivery and ensure that acceptance criterion were maintained throughout the project.
Business Demand Overview:
- Requester: Steven – VP of Sales Management
- Value of Change: Visual dashboards and improved sales reporting
- Necessary Systems: Power BI, SQL Data Warehouse
- Other Relevant Info: Budgets have been delivered in Excel
Project Criterion:
| No # | As a (role) | I want (request / demand) | So that I (user value) | Acceptance Criteria |
| 1 | Sales VP | Enhance department’s sales reporting suite | Showcase interactive dashboards to leadership | Power BI reporting that mimics current reporting in excel |
| 2 | Sales Manager | A dashboard overview of internet sales | No longer have to manually update report in excel | A Power BI dashboard which provides me overview of internet sales |
| 3 | Sales Representative | A detailed overview of internet sales by product | Can follow up with my products that sells the most | A Power BI dashboard which allows me to filter data to specific product |
| 4 | Financial Analyst | Comparison of internet sales to budget | Report on sales over time against budget | A Power BI dashboard with graphs and KPIs comparing sales against budget. |
Data Cleaning & Transformation (SQL)
To create the necessary data model for doing analysis and fulfilling the business needs defined above I connected to our SQL Data Warehouse where internet sales data is stored.
An additional data source (sales budget) was provided in Excel format and was connected into data model as well.
Below are the SQL statements for cleansing and transforming necessary data.
DIM_Calendar:
DIM_Customer:
DIM_Products
Fact_InternetSales
Data Model
Below is a screenshot of the data model after cleansed and prepared tables were read into Power BI.
This data model also shows how Fact_Budget has been connected to the data model as well.
Sales Management Dashboard
The finished sales management dashboard with an overview page, customer details page, and product details page.
Click the picture to access the dashboard and try it out!
Data Analyst Portfolio 