DAX / Power BI - Customer and Sales Analysis Deep Dive
Improve your DAX / Power BI customer and sales analysis skills in this deep dive course
Development ,Data Science,Data Analysis
Lectures -26
Resources -23
Duration -4.5 hours
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Course Description
Power BI and DAX provide some impressive capabilities that allow us to perform many types of sales/purchase analysis and customer analysis. We will see much of that in this course.
Basically, a sales analysis is a detailed report or set of reports, that shows a business's sales performance, as well as customer data and generated revenue, profits, and profit margins. The report defines the strengths and weaknesses of products and sales efforts by referencing historical and current metrics to detect emerging trends that are most relevant to a company.
Sales and customer analysis provide critical values from which analysts can make important business decisions. This enables management to make data-driven decisions rather than relying on guesswork. With insights into various sales channels, companies can discover where their most profitable customers lie, where additional promotions are needed, and which products need quicker turnover or retirement.
A suite of customer and sales reports gives businesses the ability to pinpoint performance weaknesses and make effective improvements to promote sales, revenue, and profits.
There are many types of customers, sales, and purchase analysis methods. Power BI and DAX have the breadth and depth of functionality to allow us to perform analysis such as:
- Sales Trend Analysis
- Sales Performance Analysis
- Predictive Sales Analysis
- Product Sales Analysis
- Customer churn (retention)
- Cluster Analysis
- Cohort Analysis
- Segmentation Analysis
- Pareto Analysis
In this course, you will learn how to perform all of these types of analyses and much more. And you will get to work on a fun project at the end of the course.
Goals
Techniques for performing customer, sales and purchase analysis
Cohort analysis
Customer segmentation
Cluster analysis
Ranking sales on multiple columns
Cross-selling analysis
Tracking trends in sales
Prerequisites
Some familiarity with Power BI and DAX will be helpful.

Curriculum
Check out the detailed breakdown of what’s inside the course
Introduction
3 Lectures
-
Introduction 02:13 02:13
-
Datasets used in the course 06:16 06:16
-
A chance to practice along the way 01:22 01:22
New, existing and lost customer analysis
5 Lectures

Customer purchase analysis
7 Lectures

Sales Analysis
9 Lectures

End of course project
2 Lectures

Instructor Details

Randy Minder
About me
Microsoft Certified Professional:
Exam 70-778: Analyzing and Visualizing Data with Microsoft Power BI (January 2019 - 80% score)
Exam PL-300: Power BI Data Analyst (December 2022 - 80% score)
Snowflake Core Certification Exam (April 2021 - 90% score)
Seasoned database engineer (OLTP, data warehouses, operational data stores), tabular modeling, business intelligence development, Power BI, Snowflake, Microsoft Fabric and KQL. 20 years of software development using a variety of Microsoft technologies, mostly C#.
2016 Nominee for the First Solar Business Enablement CEO Award for Analytics Tools & Methods Infrastructure.
StackOverflow reputation of 47,000 (top 1%)
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