Scribd
Upload
8 views

DAX FORMULAS USED

The document outlines a problem statement focused on analyzing sales metrics, profitability, and product performance, revealing a 46.8% increase in sales and a profit of $286.40k. Recommendations include targeted campaigns during peak sales seasons and investment in R&D for underperforming product categories like furniture. Additionally, it provides DAX formulas for creating a date table and calculating sales and profit metrics, emphasizing the importance of data organization for analysis.

Uploaded by

xtramilelogistics2013
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
8 views

DAX FORMULAS USED

The document outlines a problem statement focused on analyzing sales metrics, profitability, and product performance, revealing a 46.8% increase in sales and a profit of $286.40k. Recommendations include targeted campaigns during peak sales seasons and investment in R&D for underperforming product categories like furniture. Additionally, it provides DAX formulas for creating a date table and calculating sales and profit metrics, emphasizing the importance of data organization for analysis.

Uploaded by

xtramilelogistics2013
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 4

PROBLEM STATEMENT

QUESTIONS TO BE ANSWERED
1. Metrics- Sales, Profits, % of returned orders. Show % change Vs PY.
2. Compare sales performance versus year over time
3. Determine the most profitable product and the most loss-making product
4. Find out the place where most of the profit is happening
5. Sales by segment

INSIGHTS & RECOMMENDATIONS


1. Overall sales increased by 46.8%, generating a profit of $286.40k which is
about 48.42% increment from the previous year.

2. This analysis also identified an appreciable increase in sales at the beginning


of Q2 and a seasonal spike in sales, in Q4 of every year. I recommend a
targeted sales campaign and promotions during these peak seasons to boost
the company’s sales.

3. Products classified as technology led the pack in all categories while furniture
is dragging. I recommend a bundled range of offers with categories that make
up the furniture and discount to be extended to purchase these offers. The
company should invest more in R&D to identify what customers really want
from furniture and other products.

4. California and New York led other places by generating the highest profit of
$76,381.39 and $74,038.55 whereas Wyoming, West Virginia, North Dakota,
Maine are dragging.

5. The consumer goods generated more than half (50.56%) of the total profits.
The company should explore avenues like offering discounts for referrals,
investigating competitors’ pricing strategy to identify fair pricing to boost
sales in these categories.

DAX FORMULAS USED


Creating a Date Table

Table =
ADDCOLUMNS
(CALENDAR(MIN(Superstore_Orders[Order Date]), MAX(Superstore_Orders[Order
Date])),
"start of month", EOMONTH([DATE], -1)+1
)
2ND METHOD
Use this DAX Functions
CALENDAR = CALENARAUTO() PRESS ENTER
Click on ADD New Column to add others e.g.
MONTH NUMBER = MONTH([Date]. ENTER
MONTH NAME = FORMAT([Date], ™mmmm”). ENTER
To sort your column chart x-axis labels chronologically,
Click on monthly icon on your data pane to highlight it, then go to column tools,
sort by month number.

1. Sales = SUM(Superstore_Orders[Sales]
2. Profit = SUM(Superstore_Orders[Profit])

3. Sales PY =
CALCULATE(
[Sales],
SAMEPERIODLASTYEAR( 'Table'[Date]))

4. Profit PY =
CALCULATE(
[Profit],
SAMEPERIODLASTYEAR( 'Table'[Date]))

5. % of Returned Orders =
VAR _total_orders = Distinctcount(Superstore_Orders[Order ID])
VAR _returned_orders = Distinctcount(Superstore_Returned[Order ID])
VAR _perc =
DIVIDE(
_returned_orders,
_total_orders
)
RETURN
_perc

6. % returned Orders PY =
CALCULATE(
[% of Returned Orders],
SAMEPERIODLASTYEAR( 'Table'[Date]))

7. VS PY - % returned orders =
[% of Returned Orders]-[% returned Orders PY]

8. VS PY - Profit =
DIVIDE(
[Profit] - [Profit PY],
[Profit PY])

9. VS PY - Sales =
DIVIDE(
[Sales] - [Sales PY],
[Sales PY])

HOW TO CREATE A DATE TABLE


Date table =
VAR StartDate = MIN(Sales[TransactionDate])
VAR EndDate = MAX((Sales[TransactionDate])
VAR DateTable =
ADDCOLUMNS(
CALENDAR(StartDate, EndDate),
“Year”, Year([Date]),
“Quarter Name”, FORMAT([Date]), “\QQ”),
“Quarter Number”, QUARTER([Date]),
“Month Name”, FORMAT([Date]), “MM”,
“Month Number”, MONTH([Date]),
“Month Year”, FORMAT([Date], “MMM YYYY”),
“Month Year Sort”, VALUE(FORMAT([Date], “YYYYMM”)),
“Week Name”, “W” & WEEKNUM([Date]),
“Day Name”, FORMAT([Date]) “DDDD”),
“Day Number”, WEEKDAY ([Date])
)
RETURN
Datetable

You can now select each column name e.g. Month name and sort it by
month number, etc
FORMAT each column as Date and then click on MARK AS DATE TABLE,
Select Date and save.

You might also like