Adventure Works (Power BI)

Power BI sales analytics project based on the public Adventure Works dataset (Kaggle). This repository contains the report project (PBIX + sources) and a small icon library used in the report.

Folders

• Adventure Works Project/ — the report project:
  • pbix/AdventureWorks.pbix — final Power BI file
  • data/ — cleaned Excel/CSV sources used by the model
  • assets/ — screenshots for the README
• Icon Library/ — SVG/PNG icons used in the report. Free to use (MIT). See Icon Library/README-ICONS.rst.

Report Highlights

• Dynamic navigation menu (page-aware)
• Slicer reset button
• Q&A visual for natural language queries
• Modern AI visuals (e.g., decomposition tree)
• Custom tooltips for KPIs and main visuals
• View-switch buttons (e.g., Trend/Region, Topline/Spread/Driver)

Global Slicers

• Product Category
• Region
• Year/Month

Report Pages

Note: Several visuals (KPIs and key charts) include custom tooltips for extra context.

1. Overview
   • KPIs: Total Sales, Total Quantity, Profit Margin %
   • View Toggle (Trend / Region):
     • Trend: Sales YTD (Area) + Total Sales (Line) over time
     • Region: Total Sales by Region (Bar)
2. Sales Performance
   • KPIs: Trailing 12-Month Sales, MoM Growth %, Average Order Value
   • View Toggle (Topline / Spread / Driver):
     • Topline: Sales by Salesperson (Bar)
     • Spread: Heatmap Matrix — Years→Months on rows; Region Groups→Regions on columns; value = Total Sales
     • Driver: Decomposition Tree (drivers of Total Sales)
3. Product Insights
   • KPIs: Best-Seller (context-aware), Median Sales, Active SKUs
   • View Toggle (Profit Leaders / Profit Scatter / Rank Drift):
     • Profit Leaders: Top 20 products by Profit
     • Profit Scatter: Scatter/Bubble — X = Sales, Y = Profit, Size = Qty, Color = Category, with Play Axis (year)
     • Rank Drift: Ribbon chart tracking top 5 profitable SKUs across months

Quick Start

1. Open Adventure Works Project/pbix/AdventureWorks.pbix in Power BI Desktop.
2. If prompted, confirm data source paths under Adventure Works Project/data/.
3. Refresh to validate data and visuals.

Screenshots

Overview

Overview — Toggle on Trend.

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Overview — Toggle on Region.

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Sales Performance

Sales Performance — Toggle on Topline.

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Sales Performance — Toggle on Spread.

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Sales Performance — Toggle on Driver.

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Product Insights

Product Insights — Toggle on Profit Leaders.

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Product Insights — Toggle on Profit Scatter.

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Product Insights — Toggle on Rank Drift.

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Navigation & Menu

Dynamic, page-aware navigation menu (expanded state).

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License

This project is licensed under the MIT License - see the LICENSE file for details.