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Dataware House Doc3

The document provides instructions to complete the following steps in a Power BI report: 1) Add several calculated columns to existing tables to derive new attributes like customer age and priority level. 2) Add various measures to calculate metrics like total sales, returns, revenue, and profit. Measures should be added to match "spot check" values listed. 3) Additional measures are specified to calculate year-to-date, rolling, and target revenues to validate the report calculations are functioning correctly.

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99 views

Dataware House Doc3

The document provides instructions to complete the following steps in a Power BI report: 1) Add several calculated columns to existing tables to derive new attributes like customer age and priority level. 2) Add various measures to calculate metrics like total sales, returns, revenue, and profit. Measures should be added to match "spot check" values listed. 3) Additional measures are specified to calculate year-to-date, rolling, and target revenues to validate the report calculations are functioning correctly.

Uploaded by

UmER
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Using your 

report from Part 2, complete the following steps:

1) In the DATA view, add the following calculated columns:

In the Calendar table, add a column named "Weekend"


Equals "Y" for Saturdays or Sundays (otherwise "N")
In the Calendar table, add a column named "End of Month"
Returns the last date of the current month for each row
In the Customers table, add a column named "Current Age"
Calculates current customer ages using the "birthdate" column and the TODAY()
function
In the Customers table, add a column named "Priority"
Equals "High" for customers who own homes and have Golden membership cards
(otherwise "Standard")   
In the Customers table, add a column named "Short_Country"
Returns the first three characters of the customer country, and converts
to all uppercase 
In the Customers table, add a column named "House Number"
Extracts all characters/numbers before the first space in the "customer_address"
column (hint: use SEARCH)
In the Products table, add a column named "Price_Tier"
Equals "High" if the retail price is >$3, "Mid" if the retail price is >$1, and "Low"
otherwise
In the Stores table, add a column named "Years_Since_Remodel"
Calculates the number of years between the current date (TODAY()) and the last
remodel date

2) In the REPORT view, add the following measures (Assign to tables as you see fit, and use a
matrix to match the "spot check" values)

Create new measures named "Quantity Sold" and "Quantity Returned" to calculate the
sum of quantity from each data table
Spot check: You should see total Quantity Sold = 833,489 and total Quantity
Returned = 8,289
Create new measures named "Total Transactions" and "Total Returns" to calculate the
count of rows from each data table
Spot check: You should see 269,720 transactions and 7,087 returns
Create a new measure named "Return Rate" to calculate the ratio of quantity returned to
quantity sold (format as %)
Spot check: You should see an overall return rate of 0.99%
Create a new measure named "Weekend Transactions" to calculate transactions
on weekends
Spot check: You should see 76,608 total weekend transactions
Create a new measure named "% Weekend Transactions" to calculate weekend
transactions as a percentage of total transactions (format as %)
Spot check: You should see 28.4% weekend transactions
Create new measures named "All Transactions" and "All Returns" to calculate grand
total transactions and returns (regardless of filter context)
Spot check: You should see 269,720 transactions and 7,087 returns across all rows
(test with product_brand on rows)
Create a new measure to calculate "Total Revenue" based on transaction quantity and
product retail price, and format as $ (hint: you'll need an iterator)
Spot check: You should see a total revenue of $1,764,546
Create a new measure to calculate "Total Cost" based on transaction quantity and
product cost, and format as $ (hint: you'll need an iterator)
Spot check: You should see a total cost of $711,728
Create a new measure named "Total Profit" to calculate total revenue minus total cost,
and format as $
Spot check: You should see a total profit of $1,052,819
Create a new measure to calculate "Profit Margin" by dividing total profit by total
revenue calculate total revenue (format as %)
Spot check: You should see an overall profit margin of 59.67%
Create a new measure named "Unique Products" to calculate the number of unique
product names in the Products table
Spot check: You should see 1,560 unique products
Create a new measure named "YTD Revenue" to calculate year-to-date total revenue,
and format as $
Spot check: Create a matrix with "Start of Month" on rows; you should see
$872,924 in YTD Revenue in September 1998
Create a new measure named "60-Day Revenue" to calculate a running revenue total
over a 60-day period, and format as $
Spot check: Create a matrix with "date" on rows; you should see $97,570 in 60-
Day Revenue on 4/14/1997
Create new measures named  "Last Month Transactions", "Last Month
Revenue", "Last Month Profit", and "Last Month Returns"
Spot check: Create a matrix with "Start of Month" on rows to confirm accuracy
Create a new measure named "Revenue Target" based on a 5% lift over the previous
month revenue, and format as $
Spot check: You should see a Revenue Target of $99,223 in March 1998

(See COMPLETE report file to check your DAX formulas)

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