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DAX / Power BI - Customer and Sales Analysis Deep Dive

person icon Randy Minder

4.5

DAX / Power BI - Customer and Sales Analysis Deep Dive

Improve your DAX / Power BI customer and sales analysis skills in this deep dive course

updated on icon Updated on Jul, 2024

language icon Language - English

person icon Randy Minder

English [CC]

category icon Business,Business Analysis,Microsoft Power BI

Lectures -26

Resources -23

Duration -4.5 hours

4.5

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Course Description

Power BI and DAX provide some impressive capabilities which allows us to perform many types of sales / purchase analysis and customer analysis. We will see much of that in this course.

Basically, a sales analysis is a detailed report, or set of reports, that shows a business's sales performance, as well as customer data and generated revenue, profits, and profit margins. The report defines the strengths and weaknesses of products and sales efforts by referencing historical and current metrics to detect emerging trends that are most relevant to a company.

Sales and customer analysis provides critical values from which analysts can make important business decisions. This enables management to make data-driven decisions rather than relying on guesswork. With insights into various sales channels, companies can discover where their most-profitable customers lie, where additional promotions are needed, and which products need quicker turnover or retirement.

A suite of customer and sales reports gives businesses the ability to pinpoint performance weaknesses and make effective improvements to promote sales, revenue, and profits.

There are at many types of customers, sales, and purchase analysis methods. Power BI and DAX have the breadth and depth of functionality to allow us to perform analysis such as:

  • Sales Trend Analysis
  • Sales Performance Analysis
  • Predictive Sales Analysis
  • Product Sales Analysis
  • Customer churn (retention)
  • Cluster Analysis
  • Cohort Analysis
  • Segmentation Analysis
  • Pareto Analysis

In this course you will learn how to perform all of these types of analyses and much more. And you will get to work on a fun project at the end of the course.

Goals

  • Techniques for performing customer, sales and purchase analysis

  • Cohort analysis

  • Customer segmentation

  • Cluster analysis

  • Ranking sales on multiple columns

  • Cross-selling analysis

  • Tracking trends in sales

Prerequisites

  • Some familiarity with Power BI and DAX will be helpful

DAX / Power BI - Customer and Sales Analysis Deep Dive

Curriculum

Check out the detailed breakdown of what’s inside the course

Introduction
3 Lectures
  • play icon Introduction 02:13 02:13
  • play icon Datasets used in the course 06:16 06:16
  • play icon A chance to practice along the way 01:22 01:22
New, existing and lost customer analysis
5 Lectures
Tutorialspoint
Customer purchase analysis
7 Lectures
Tutorialspoint
Sales Analysis
9 Lectures
Tutorialspoint
End of course project
2 Lectures
Tutorialspoint

Instructor Details

Randy Minder

Randy Minder

About me


Microsoft Certified Professional:

Exam 70-778: Analyzing and Visualizing Data with Microsoft Power BI (January 2019 - 80% score)

Exam PL-300: Power BI Data Analyst (December 2022 - 80% score)

Snowflake Core Certification Exam (April 2021 - 90% score)


Seasoned database engineer (OLTP, data warehouses, operational data stores), tabular modeling, business intelligence development, Power BI, Snowflake, Microsoft Fabric and KQL. 20 years of software development using a variety of Microsoft technologies, mostly C#.

2016 Nominee for the First Solar Business Enablement CEO Award for Analytics Tools & Methods Infrastructure.

StackOverflow reputation of 47,000 (top 1%)


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