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Excel Sales Analytics Reports

Dataset Used for Analysis

5 CSV files containing mocked data of AtliQ Technologies used for learning purposes in the Data Analytics Bootcamp provided by Codebasics.

  • fact_sales_monthly (date, product_code, customer_code, qty, net_sales_amount)
  • fact_sales_monthly_with_cost (date, product_code, customer_code, qty, net_sales_amount, freight_cost, manufacturing_cost)
  • dim_customer (customer_code, customer_name, market, platform, channel)
  • dim_market (market, sub_zone, region)
  • dim_product (product_code, product_name, division, segment, category, variant)

1. Customer Net Sales Performance Report

Objective:

To find the total sales generated by all customers in a country. The report includes filters to view total sales based on the selected region or market.

Tech Skills Learned:

  • ETL
  • Use of SUM() formula
  • Pivot Tables
  • Conditional Formatting
  • Data Bars for visual representation

Analytical Skills Learned:

  • Understanding the background calculations required to answer business questions such as:

    • Which country should we expand our business in?
    • Which country is performing the best in terms of sales?

Dataset Used:

  • fact_sales_monthly
  • dim_customer
  • dim_market

2. Market Performance Target Report

Objective:

To analyze the performance of each market in 2019, 2020, and 2021 and compare it against the given sales targets.

Tech Skills Learned:

  • ETL
  • Use of SUMIFS()
  • Pivot Tables
  • Conditional Formatting Rules

Analytical Skills Learned:

  • Learning how to evaluate market performance by calculating yearly sales and comparing them with predefined targets.

Dataset Used:

  • fact_sales_monthly
  • dim_market

3. P&L Report

Objective:

To calculate and analyze key business KPIs required for a Profit & Loss (P&L) statement.

Tech Skills Learned:

  • ETL
  • Use of SUM()
  • SUMIFS()
  • IF()
  • IFERROR()
  • Creating a Date Table using DAX
  • Pivot Tables
  • Conditional Formatting Rules

Analytical Skills Learned:

  1. Understanding the key business KPIs required in a P&L report.
  2. Interpreting KPI values to make business decisions. For example, a higher COGS value may indicate the need to optimize operational processes to reduce costs.

Dataset Used:

  • fact_sales_monthly
  • fact_sales_monthly_with_cost
  • dim_market

4. Sales Market Report

Objective:

To display the net sales generated by each customer across different markets.

Tech Skills Learned:

  • ETL
  • Use of SUM()
  • SUMIFS()
  • Pivot Tables
  • Conditional Formatting Rules

Analytical Skills Learned:

  • Identifying the best-performing customers in each market to support business decisions, such as offering discounts or special deals to strengthen customer loyalty and improve long-term sales.

Dataset Used:

  • fact_sales_monthly
  • dim_customer
  • dim_market