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Power Bi

Published on the January 17, 2024 in Finance & Management

About this project

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I need to perform the following task in Power BI. The task details are as follows:

Hi,
We finally received the source files from the client that we've been waiting for a week. Typically for large corporations, they couldn't give us access to all of their databases, so I have various types of data - orders are in txt files (generated by SAP), and mappings are in Excel and text files (attached). He managed to give us access to one database - credentials below.
The task is simple. Merge all the data into one model (we need to show that we can integrate many different systems) and add business logic using DAX + create 2 visualization pages. There's nothing very difficult here, the only thing to pay attention to is the connection between the Product Structure and orders. It cannot be done directly - you need to use the mapping from the txt file.

Business logic that the client cares about:

In orders:

Orders in a daily perspective, mtd, qtd, ytd.
Measure counting the last year, as well as a measure counting the last year LFL (backtracking by 364 days).
Buttons (switches) that allow switching both lfl/py and daily/mtd/qtd/ytd.
Absolute difference and % between the main measure and lfl/py.
Finances:

In the data, we have 3 types: Actuals, Forecast, and Budget. The client sent us actual data for March, so:

We need a measure that, until the end of March 2021, has data containing Actuals, and everything afterwards shows Forecast.
Separate measure that shows only Budget.
Absolute difference, as well as % difference between these two measures.
The same Daily/mtd/qtd/ytd buttons as on the previous page.
Visualizations should be simple:

In orders, a column chart showing orders by days in different perspectives, a chart showing the difference between orders and lfl/py. Also, a table showing the situation in individual countries. If there is space, you can also add more elements.
In financial data, a column chart showing measure 1 (actuals + forecast), as well as the budget (for easy comparison of both). Below a table showing countries (sorted by the order column) and differences, as well as a second table presenting the product structure and differences. You can add conditional formatting for easier reading of the chart.

Connection to Azure SQL DB:

Project overview

The task details are as follows: Hi, We finally received the source files from the client that we've been waiting for a week. Typically for large corporations, they couldn't give us access to all of their databases, so I have various types of data - orders are in txt files (generated by SAP), and mappings are in Excel and text files (attached). He managed to give us access to one database - credentials below. The task is simple. Merge all the data into one model (we need to show that we can integrate many different systems) and add business logic using DAX + create 2 visualization pages. There's nothing very difficult here, the only thing to pay attention to is the connection between the Product Structure and orders. It cannot be done directly - you need to use the mapping from the txt file. Business logic that the client cares about: In orders: Orders in a daily perspective, mtd, qtd, ytd. Measure counting the last year, as well as a measure counting the last year LFL (backtracking by 364 days). Buttons (switches) that allow switching both lfl/py and daily/mtd/qtd/ytd. Absolute difference and % between the main measure and lfl/py. Finances: In the data, we have 3 types: Actuals, Forecast, and Budget. The client sent us actual data for March, so: We need a measure that, until the end of March 2021, has data containing Actuals, and everything afterwards shows Forecast. Separate measure that shows only Budget. Absolute difference, as well as % difference between these two measures. The same Daily/mtd/qtd/ytd buttons as on the previous page. Visualizations should be simple: In orders, a column chart showing orders by days in different perspectives, a chart showing the difference between orders and lfl/py. Also, a table showing the situation in individual countries. If there is space, you can also add more elements. In financial data, a column chart showing measure 1 (actuals + forecast), as well as the budget (for easy comparison of both). Below a table showing countries (sorted by the order column) and differences, as well as a second table presenting the product structure and differences. You can add conditional formatting for easier reading of the chart. Connection to Azure SQL DB:

Category Finance & Management
Subcategory Other
Project size Small
Is this a project or a position? Project
Required availability As needed

Delivery term: January 19, 2024

Skills needed

Microsoft Excel Microsoft PowerPoint Financial Analysis

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