Lab Manual for Sales Dataset Revenue Analysis
using Power BI
Objective:
To perform a detailed analysis of revenue from the given sales dataset
using various visualizations and insights in Power BI.
Steps:
• Choropleth Map (Filled Map) to Spot Revenue Trends by State
• Objective: Identify the state with the highest revenue.
• Steps:
• Load your dataset into Power BI.
• Go to the “Visualizations” pane, select the Map (Choropleth
map)
icon.
• Drag the State field to the Location and Revenue to the
Values
section.
• The map will fill each state with color, where darker shades
represent higher revenue.
• Adjust the color scheme as needed to make it easier to spot
trends.
• Line Chart for Monthly Revenue
• Objective: Analyze how revenue fluctuates month by month.
• Steps:
• Insert a Line Chart from the Visualizations pane.
• Drag the Month field to the Axis section.
• Drag the Revenue field to the Values section.
• Ensure the x-axis is set to “Continuous” for proper month
visualization.
• The chart will display revenue trends for each month.
• Create Age Bins of Size 10
• Objective: Create a new age dimension to visualize the
revenue distribution.
• Steps:
• In the Data view, select the Age field.
• Click on the “New Group” option in the ribbon to create a bin.
• Set the Bin size to 10.
• Name the new field “Age Bins.”
• Drag the Age Bins and Revenue fields to a bar chart to
show the revenue per age group.
• Donut Chart for Revenue by Region
• Objective: Show the percentage of revenue by region using a donut
chart.
• Steps:
• Select the Donut Chart from the Visualizations pane.
• Drag the Region field to the Legend section.
• Drag the Revenue field to the Values section.
• In the Modeling tab, create a calculated field for zero
access if required for customization.
• The chart will display the revenue percentage for each region.
• Butterfly Chart for Male vs. Female Revenue (Product Category)
• Objective: Compare revenue generated by male and female
customers for each product category.
• Steps:
• Create a Bar Chart for Male customers and another for
Female customers.
• Reverse one of the bar charts by using the “Reverse Axis”
option.
• Align them side-by-side to form a butterfly chart.
• Drag the Product Category field to the Axis and the
Revenue field to the Values section for both charts.
• Calculated Field for Average Revenue per State
• Objective: Distinguish between profitable and non-profitable states.
• Steps:
• Go to the Modeling tab and create a New Measure.
• Use DAX formula to calculate average revenue:
AverageRevenuePerState = AVERAGE(Sales[Revenue])
1. Create a conditional column that flags states as “Profitable”
or
“Non-profitable” based on a revenue threshold.
• Visualize this using a Table or Bar Chart.
• Dashboard Creation
• Objective: Combine all the visualizations into one cohesive dashboard.
• Steps:
• After creating all the required visualizations, go to
the Dashboard tab.
• Arrange the visuals on the canvas to present insights clearly.
• Use slicers or filters for interactive analysis, such as filtering
by product category or region.
• Adjust the design and format of your dashboard for
readability and impact.
Conclusion:
This lab exercise guides you through various Power BI tools and techniques to
analyze sales data, providing valuable insights into revenue trends, customer
segmentation, and performance comparisons across regions and product
categories.
