Power BI Performance Report

Excel → Power Query (clean) → DAX model (Switch, YTD, PYTD) → Interactive visuals, conditional formatting, dynamic titles → Published to Power BI Service

3 Tables + Calendar

Fact Sales · Dim Product · Dim Account · Dim Date

Switch Measures

Sales · Gross Profit · Quantity

Comparatives

YTD vs PYTD · Bottom 10 by Country

Report Screenshots

Overview with header metrics and slicers — Overview (header metrics, slicers, switchable metrics)

Waterfall breakdown YTD vs PYTD by month/country/product — Waterfall: YTD − PYTD (drill: month → country → product)

Combo chart YTD vs PYTD with product-type legend — Combo: YTD (cols) vs PYTD (line) with product legend

Bottom 10 countries by YTD vs PYTD — Bottom 10 Countries by YTD vs PYTD

Account profitability segmentation scatter with zoom & averages — Account Profitability: GP% vs value with zoom & averages

How to Use the Slicers

Value Slicer (Switch): toggle the whole report between Sales, Gross Profit, and Quantity using a single measure switch—cards, charts, and comparisons update in sync.
Year Slicer: pick the analysis year; YTD respects the max invoice date in that year, while PYTD lines up the same period last year (no empty future months).
Drill paths: waterfall supports Month → Country → Product Type → Product Name so you can pinpoint drivers of declines or growth.
Account segmentation: the scatter adds average lines for both GP% and value, with zoom sliders to isolate outliers and opportunity clusters.

Key Features

Power Query cleanup: imported three Excel tabs, renamed to Fact Sales, Dim Product, Dim Account; fixed types, de-duplicated keys; added a Calendar table (Dim Date).
Robust DAX model: base measures (Sales, COGS, GP), YTD/PYTD built on invoice date and a DimDate InPast flag to align partial years; “Switch” measures driven by a slicer table.
Comparative analytics: YTD vs PYTD comparison and a “Bottom 10 by Country” treemap to surface underperformers instantly.
Explainable visuals: combo chart (YTD vs PYTD line), a layered waterfall to show drivers, and an account profitability scatter (GP% vs metric) with average lines and zoom.
UX polish: dynamic chart titles, color rules (e.g., negative comps in red), consistent layout, and hover-friendly zoom on screenshots here.

Representative DAX

// Base measures
Sales := SUM('Fact Sales'[Sales])
COGS  := SUM('Fact Sales'[COGS])
GP    := [Sales] - [COGS]

// YTD / PYTD (YTD uses invoice date to respect partial years)
YTD Sales :=
TOTALYTD([Sales], 'Fact Sales'[Invoice Date])

PYTD Sales :=
CALCULATE(
  [Sales],
  SAMEPERIODLASTYEAR('Dim Date'[Date]),
  'Dim Date'[InPast] = TRUE()
)

// Slicer table (Enter Data): values = {"Sales","Gross Profit","Quantity"}

// Switch (YTD shown; PYTD similar with PYTD measures)
YTD (Switch) :=
VAR sel = SELECTEDVALUE('Slicer Values'[Value])
RETURN
  SWITCH(sel,
    "Sales",        [YTD Sales],
    "Gross Profit", CALCULATE([GP], DATESYTD('Fact Sales'[Invoice Date])),
    "Quantity",     TOTALYTD(SUM('Fact Sales'[Quantity]), 'Fact Sales'[Invoice Date]),
    BLANK()
  )

// Comparison
YTD vs PYTD := [YTD (Switch)] - [PYTD (Switch)]

Process

Acquire & Clean: Import Excel → Power Query tidy-up (rename tables, fix types, remove dupes) → create Dim Date & “InPast” flag.
Model & Measures: relationships (Dim → Fact), base measures, YTD/PYTD, Switch measures, comparison metric.
Visuals & Formatting: header KPI cards with conditional formatting, Bottom-10 treemap, combo (YTD vs PYTD), waterfall with drill, scatter (GP% vs value) with averages & zoom, dynamic titles.
Publish: Power BI Service for sharing with stakeholders.