4|POWERBI – Wheelz Sales Visualization

BYU Student Author: @Alex_Garrett
Reviewers: @IWillyerd, @Marco @Parker_Sherwood
Estimated Time to Solve: 30 Minutes

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Overview
You recently started your summer internship at Wheelz Distribution Company, a toy car distributor located in Los Angeles, California. In your interview, you mentioned that you have some experience with Power BI, and your boss said that she would love to have a dashboard that “brings to life” the data that they have from the previous year, 2020. Your boss will present these visualizations at the mid-year meeting, so it’s important that your work is descriptive, and easy-to-understand.

Instructions
Your boss gave you access to the company’s sales spreadsheet for the past 30 months from which you will build your visualizations. She has also given you some requirements about what visualizations you should create. Here’s what you wrote down from your meeting with her:

  1. Include a title and a description of what the dashboard represents.
  2. Display total sales for the year using a Card visualization.
  3. Compare sales across product lines by quarter using a Clustered Column Chart visualization.
  4. Display the top 3 customers and their total sales using a Matrix visualization.
  5. Show the proportion of sales made in the US versus outside the US using a Pie Chart visualization.
  6. Include 1 other visualization that you think would be helpful for shareholders to see.

Remember these helpful tips when creating your dashboard:

  1. Your boss will be presenting this data to shareholders for the 2020 financials. In other words, leave out all other years of data.
  2. Orders with a status of “cancelled” or “on hold” do not represent actual revenue so make sure to filter these rows out.

Your boss didn’t give you a detailed list of steps to follow, rather she gave you room to be creative, as long as it looks professional. Get creative! Your dashboard may not look the same as the solution provided, but we’ve provided a few check figures below to make sure you’re on the right track (i.e., dollar amount for 2020 revenue, top 3 customers, etc.)

Data Files

Check Figures
  1. Total 2020 Sales Revenue: $4.55M
  2. Top 3 Customers: Euro Shopping Channel; Mini Gifts Distributors Ltd.; Australian Collectors, Co.
  3. 2020 USA Sales: $1.64M (36.03%)

Solution

I like how specific your titles are. They are very informative and eye catching! For my solution I added a pie chart of sales by product line and a matrix of the most popular products (by sales).

1 Like

Super cool! My Power BI crashed before I could take a snapshot, but this was fun!


Wheelz Distribution Company - 2020 Financials.pbix (145.3 KB)

Time to complete: 25 minutes
Rating: Intermediate
I really enjoy the visuals of PowerBI offering informative knowledge and easy to comprehend instantly.


TechTrainig.pbix (146.5 KB)

Time to Complete: 35 minutes
Rating: Intermediate
I enjoyed the challenge of getting the correct filters in place to display the correct sales information. Also, this allowed me to play around and practice finding a layout that I found to be sufficient and visually appealing.
Wheelz Sales Visualization.pbix (145.6 KB)