Power BI Dashboard for Commercial Tracking with Advanced DAX
Designs a complete Power BI dashboard with DAX measures for commercial analysis with drill-through and bookmarks.
Create the functional and technical specification for a Power BI dashboard for the commercial/sales department, including Star Schema data model, advanced DAX measures, and visual interactions.
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Prompt objective
Create the functional and technical specification for a Power BI dashboard for the commercial/sales department, including Star Schema data model, advanced DAX measures, and visual interactions.
Real use case
[COMPANY NAME], a distributor with [NUMBER] active sales outlets and [NUMBER] sales representatives in [REGION], needs a dashboard showing product placement, sell-out, product mix, and rep performance in real time via Power BI Service.
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Prompt
Design a complete Power BI dashboard for [COMPANY NAME]'s commercial team, with [NUMBER] clients/sales outlets and [NUMBER] sales representatives.\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n**Part 1 — Data Model (Star Schema):**\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Fact table: fact_sales (date_id, client_id, product_id, seller_id, quantity, gross_value, discount, net_value)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Dimensions: dim_date (calendar with local holidays), dim_client (segment, city, state, cluster), dim_product (category, brand, SKU), dim_seller (team, region, monthly_target)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Relationships and cardinality\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Isolated measures table (best practice)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n**Part 2 — DAX Measures (minimum 15):**\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\nBasic:\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n1. Revenue = SUMX(...)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n2. Average Order Value = DIVIDE([Revenue], [OrderCount])\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n3. Target Achievement % = DIVIDE([Revenue], [Target])\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\nTime Intelligence:\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n4. Revenue MoM = [Revenue] - CALCULATE([Revenue], DATEADD(dim_date[Date], -1, MONTH))\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n5. YTD = TOTALYTD([Revenue], dim_date[Date])\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n6. 3-Month Moving Average = AVERAGEX(DATESINPERIOD(...), [Revenue])\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\nAdvanced Analysis:\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n7. Product Placement = DISTINCTCOUNT of clients who purchased / total active clients\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n8. Product Mix = % of categories achieved per seller\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n9. Pareto (80/20) = dynamic ABC classification\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n10. Dynamic Ranking with RANKX\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n**Part 3 — Page Layout (3-4 pages):**\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\nPage 1 — Overview:\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- KPI cards at top (revenue, target %, average order value, product placement)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Bar chart: revenue by region\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Line: monthly trend (target vs actual)\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Table: top 10 clients\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\nPage 2 — Seller Performance:\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Ranking with conditional formatting\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Scatter: revenue vs product placement by seller\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Drill-through to individual detail\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\nPage 3 — Product Analysis:\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Treemap by category\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Pareto chart\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Matrix with sales heatmap by product x month\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n**Part 4 — Interactivity:**\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Filters: period, region, team, segment\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Bookmarks for predefined scenarios\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Custom tooltips with mini-charts\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Drill-through between pages\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n- Row-Level Security (RLS) by region/seller\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\n\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\nInclude the complete DAX code for each measure.
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- 1Replace the key placeholders first: COMPANY NAME, NUMBER, Revenue, OrderCount.
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