Topic 1, Litware, Inc.
Case Study
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Overview
Litware, Inc. is an online retailer that uses Microsoft Power Bl dashboards and reports.
The company plans to leverage data from Microsoft SQL Server databases, Microsoft Excel files, text files, and several other data sources.
Litware uses Azure Active Directory (Azure AD) to authenticate users.
- Existing Environment
Sales Data
Litware has online sales data that has the SQL schema shown in the following table.

In the Date table, the dateid column has a format of yyyymmdd and the month column has a format of yyyymm. The week column in the Date table and the weekid column in the Weekly_Returns table have a format of yyyyww. The regionid column can be managed by only one sales manager.
Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
Reporting Requirements
Litware identifies the following technical requirements:
* Executives require a visual that shows sales by region.
* Regional managers require a visual to analyze weekly sales and returns.
* Sales managers must be able to see the sales data of their respective region only.
* The sales managers require a visual to analyze sales performance versus sales targets.
* The sale department requires reports that contain the number of sales transactions.
* Users must be able to see the month in reports as shown in the following example: Feb 2020.
* The customer service department requires a visual that can be filtered by both sales month and ship month independently.

Explanation

Scenario: The sales managers require a visual to analyze sales performance versus sales targets.
Box 1: KPI
A Key Performance Indicator (KPI) is a visual cue that communicates the amount of progress made toward a measurable goal.
Box 2: Sales[sales_amount]
Box 3: Date[month]
Time > FiscalMonth. This value will represent the trend.
Box 4: Targets[sales_target]
Reference:
https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-kpi

Use Power BI Desktop Performance Analyzer to optimize reports.
In Power BI Desktop you can find out how each of your report elements, such as visuals and DAX formulas, are performing. Using the Performance Analyzer, you can see and record logs that measure how each of your report elements performs when users interact with them, and which aspects of their performance are most (or least) resource intensive.
Reference:
https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-performance-analyzer