AdventureWorks — Executive Sales & Revenue (Power BI) | Romeo Thomas

AdventureWorks — Executive Sales & Revenue (Power BI)

Interactive executive view of revenue, profit, orders, and return rate with drilldowns by category, product, and time.

Revenue & Profit Orders Return rate
AdventureWorks Executive Sales & Revenue dashboard cover

Problem

Leaders needed a single, reliable view of performance with drilldowns for category, product, and time. Spreadsheets and ad-hoc requests slowed decision cycles and produced inconsistent numbers.

Data and Sourcing

  • Sample dataset: AdventureWorks (sales, product, category, territory, returns).
  • Star schema: FactSales + Product, Category, Date, Territory, Returns.
  • Refresh: scheduled in the Power BI Service for predictable availability.

Approach

  • Power Query for typing, cleanup, and conformed dimensions.
  • DAX measures for revenue, profit, orders, return rate, YoY/rolling trends.
  • Bookmarking, drillthrough, and slicers for fast executive exploration.

Results and Impact

  • Executives review revenue, profit, orders, and returns in one place.
  • Shared metric definitions reduce one-off BI requests.
  • Drilldowns by category/product expose drivers and outliers quickly.

What I Did

  • Modeled the star schema and authored the DAX measure library.
  • Defined metric governance (revenue, profit, orders, returns).
  • Designed executive UX; published and embedded for the web.

Stack

Power BI Power Query DAX Publish to Web