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PROJECT REPORT

On
“Study and analysis of BI tools”
(with the help of Tableau)

Submitted to

IBMR- Institute of Business Management & Research, Chakan

Affiliated to
Savitribai Phule Pune University, PUNE

In partial fulfilment for the award of the degree of

MASTER OF BUSINESS ADMINISTRATION

Submitted by
AKANKSHA ANIL VEER

Under The Guidance

Prof. DHANANJAY RASAL

Academic Year 2023-24

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DECLARATION

I, Akanksha Veer undersigned, hereby declare that the project with title “Study and analysis of BI
tools” at “Evolve Solution” has been completed by me in partial fulfillment of MASTER OF
BUSINESS ADMINISTRATION degree examination. As prescribed by IBMR – Institute of
Business Management and Research, Chakan affiliated to Savitribai Phule Pune University, Pune
and this has not been submitted for any other examination and does not form he part of any other
course undertaken by me.

Place: Chakan
Date-

ACKNOWLEDGEMENT
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With immense pride and sense of gratitude, I take this golden opportunity to express my sincere regards
to Shubhangi Walewekar, Director, Institute of Business Management and Research (IBMR), Chakan.

I am extremely thankful to my Project Guide Prof. Dhananjay Rasal for his guideline throughout the
project. I tender my sincere regards to Co-ordinator, Shradha Hiwale for giving me guidance,
suggestions and valuable encouragement which helped me in the completion of the project.

I will fail in my duty if I do not thank the Non-Teaching staff of the college for their Co-operation.

I would like to thank all those who helped me in making this project complete and successful.

Akanksha Anil Veer

Place- Chakan
Date

CHAPTER PARTICULARS PAGE

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NO. NO.
CERTIFICATE OF COMPLETION II

INTERSHIP CERTIFICATE III

DECLARATION IV

ACKNOWLEDGEMENT V

EXECUTIVE SUMMARY 1

I INTRODUCTION 3

II COMPANY PROFILE 9

III LITERATURE REVIEW 12

IV RESEARCH DESIGN AND METHODOLOGY 17

V ANALYSIS, TRENDS & CASES 25

VI BI APPLICATION 35

VII FINDING AND SUGGESTIONS 36

VIII CONCLUSION 43

BIBLIOGRAPHY 44

EXECUTIVE SUMMARY
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The project “Study and Analysis of power BI Tool” proves its importance in the current
scenario of people and company to be more data driven. As the market-leading choice for
modern business intelligence, power BI analytics platform makes it easier for people to
explore and manage data, and faster to discover and share insights that can change
businesses and the world. Everything we do is driven by this mission to help people see
and understand data, which is why our products are designed to put the user first—
whether they’re an analyst, data scientist, student, teacher, executive, or business user.
From connection through collaboration, power BI is the most powerful, secure, and
flexible end-to-end analytics platform. The great thing about power BI is that it doesn’t
require any technical or any kind of programming skills to operate. The tool has garnered
interest among the people from all sectors such as business, researchers, different
industries, etc.

People have a hard time getting much useful information from raw data until they
perform some sort of data analysis on the numbers. In the past, it was fairly common to
simply do some magic and produce numbers that summarized the data and call the job
complete. Today, executives expect their staff to go well beyond simply producing
reports that summarize data numerically. People want insightful graphical
representations that make it easier to understand the results of the data analysis

The project work objectively focuses on:

Primary objective:
 To study and Power BI.
 To Fulfill the customer Requirement
 Technical level study of Power BI.
 Functional level study of Power BI.
 Analyze and interpret visualization using Power BL
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CHAPTER: 1

INTRODUCTION
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INTRODUCTION

Power BI is a Data Visualization and Business Intelligence tool that converts data from different
data sources to interactive dashboards and BI reports. It aims to provide interactive visualizations
and business intelligence capabilities to create their own reports and dashboards for the end users.
Our data may be in an Excel spreadsheet, or a collection of a cloud based. Pbix file which is
designed for to use with Power BI desktop.

Microsoft Power BI is used to find insights within an organization's data. Power BI can help
connect disparate data sets, transform and clean the data into a data model and create charts or
graphs to provide visuals of the data. All of this can be shared with other Power BI users within
the organization.

Power BI was initially released in 2014, operating system: Microsoft windows. Power BI suite
provides multiple software, connector, and services - Power BI desktop, Power BI service based
on Saas, and mobile Power BI apps available for different platforms. These set of services are
used by business users to consume data and build BI reports. Power BI desktop app is used to
create reports, while Power BI Services (Software as a Service - SaaS) is used to publish the
reports, and Power BI mobile app is used to view the reports and dashboards. Power BI Desktop
is available in both 32-bit and 64-bit versions.

To download the latest version, you can use the following link –

https://powerbi.microsoft.com/en-us/downloads/

Data import
In this exercise, we import data from Excel to Power BI desktop. Please, follow the

screenshots From the top menu choose “Get Data” -> Excel
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Open the file: Sample Dataset Cars.xlsx

Choose “Cars” worksheet (you will see the preview of the worksheet) and click “Load”.

To see your data imported choose the icon on the left side of the screen.
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Data preparation
Setting data types
Data preparation is the act of manipulating (or pre-
processing) raw data into a form that can readily and
accurately be analyzed.

On the right side of the screen there is a data structure of

the table “Cars”. Some of the data fields are marked with
the symbol S. This means that the field is treated as number
(other fields can be text or date).

We need to change the type of some fields that should be numbers, these are:

 Year_resale_value
 Curb_weight
 Engine_size
 Fuel_capacity
 Length
 Price_in_thousands
 Sales_in_thousands
 Width
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To change the type of the fields, click the icon of

three dots, and choose “Edit query”

This will switch to the edit mode, where you

can change the types of the fields.

Choose the ribbon “Transform”, where you

can find the options of changing field type.

Figure List of fields in the table

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Click on the column header to

select data type from the drop-
down menu. For the fields that
should be in currency format
choose “Using Locale.” option.
Choose “English United States”

Do the same for other fields

that should be in currency
format.

For other fields choose

accordingly Decimal Number or
Whole Number.
The errors can appear depending
on your system local settings (dot
or comma as decimal separator).

In the case of errors, go to Options and Settings (the button on the left top corner of the screen)

Change the regional settings to

“English (United States)”

When you set the correct type for all

the fields, click Close and Apply
button (left top of the screen).

If the wrong currency symbol is displayed, you can change it in Modelling Tab.
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CHAPTER: II

COMPANY PROFILE
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CHAPTER II
COMPANY PROFILE

 About us:
Evolve Solution is fresh startup of a dedicated team of AI and Data Science Engineers to
drive your business to the next level. When you approach us for any project, we
diagonalizable it in every possible way to give you the best possible result in the least time.
Our approach is unique, and so our strategies to automate your business using the latest
technologies. We add value to your service that you provide to your clients. Evolve Solution
specialized in Artificial Intelligence and Data Science as services, Your BI solutions, and
your automation partner. We help big corporates, enterprise companies, and start-ups to
automate their business, improve functionalities, and provide hassle-free services.

Mission and Vision

 OUR MISSION

Our mission is to build the best artificial

intelligence platforms from smart brains and
AI technologies for the client all over the
world. We promise to make things simpler
using advanced analytics.

 OUR VISION
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We envision a technological embedded world

where everybody can make the best choices
grounded in trusted information powered with
artificial intelligence and machine learning code.
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CHAPTER III
LITERATURE REVIEW
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LITERATURE REVIEW

 Importance of Data in Organizations

“The goal is to turn data into information and information into insights” – Carly Fiorina

Over the years, as organizations have seen an increase in the amount of data available, it has become
more and more important to analyze it to get insights and, this way, help the decision-making process.

POWER BI IN SALES ANALYSIS

 What is sales analysis:

Sales analysis is reviewing your sales data to identify trends and patterns. Sales data can help you make
better decisions about your product, pricing, promotions, inventory, customer needs other aspects of
your business. Sales analysis can be as simple as reviewing your sales figures regularly.

 Benefits of sales analysis:

It enables enterprises to turn their sales data into actionable insights, allowing them to make informed
decisions, improve sales performance, and meet their sales goals. Businesses may achieve a competitive
advantage in today's data-driven world by harnessing the capabilities of Power BI.

Power BI allows you to use simple drag and drop gestures to create create interactive reports that let you
analyze the key metrics for your team. Here are some of the things you can do:

 Revenue: Find your best-case scenario.

 Factored revenue: Develop a more realistic projection, based on opportunity stage.
 Opportunity count: Compare across the sales team.
 Geography: Which regions are strongest and weakest?
 Funnel: Where in the pipeline are your opportunities?
 Channel effectiveness: Compare direct and indirect sales performance.
 Opportunity revenue trend: Which direction is revenue headed?
research and sales development. The company which has better research and development will perform
best in market.
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Sales Data Analysis provides an understanding of the product that your customers are buying and help
you dissect why they are behaving in a certain way. You can analyze this behaviour and lead the
further process. Many global, industry-leading brand are now using their sales data in inventive ways
to make better business decision, but any company can take advantages of insights and reporting tools
to achieve data-driven sales success. This project is the outcome of a descriptive research on past,
present, and future of sales industry and the application of business analytics in shaping appropriate
marketing strategies with data sources, DAX query language through dashboard in Power BI. The
project aim to show on how we can use the Power BI with sales analysis data using SQL query for data
cleaning and DAX query language and its performance on presenting the dashboard to the end users.
So in this project, I have created dashboard to know the trends and business performance and also to
know which product sales most, which product sales most in particular regions and market
performance. The project represents the large dataset into visualization form that help to take business
decision.

Data import
In this exercise, we import data from Excel to Power BI desktop. Please, follow the

screenshots From the top menu choose “Get Data” -> Excel

Open the file: Sample Dataset Cars.xlsx

Choose “Cars” worksheet (you will see the preview of the worksheet) and click “Load”.
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To see your data imported choose the icon on the left side of the screen.
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Data preparation
Setting data types
Data preparation is the act of manipulating (or pre-
processing) raw data into a form that can readily and
accurately be analyzed.

On the right side of the screen there is a data structure of the

table “Cars”. Some of the data fields are marked with the
symbol S. This means that the field is treated as number
(other fields can be text or date).

We need to change the type of some fields that should be numbers, these are:

 Year_resale_value
 Curb_weight
 Engine_size
 Fuel_capacity
 Length
 Price_in_thousands
 Sales_in_thousands
 Width
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To change the type of the fields, click the icon of

three dots, and choose “Edit query”

This will switch to the edit mode, where you

can change the types of the fields.

Choose the ribbon “Transform”, where you

can find the options of changing field type.

Figure List of fields in the table

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Click on the column header to

select data type from the drop-
down menu. For the fields that
should be in currency format
choose “Using Locale.” option.
Choose “English United States”

Do the same for other fields

that should be in currency
format.

For other fields choose accordingly

Decimal Number or Whole
Number.
The errors can appear depending
on your system local settings (dot
or comma as decimal separator).

In the case of errors, go to Options and Settings (the button on the left top corner of the screen)

Change the regional settings to

“English (United States)”

When you set the correct type for all

the fields, click Close and Apply
button (left top of the screen).

If the wrong currency symbol is displayed, you can change it in Modelling Tab.
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Adding calculated columns

In our example of sales analysis of cars there is no column with sales value (which could be
useful in reports and visualization). But we can easily add the new column it by multiplying
the price and the number of cars sold.
To do this click “New Column” on the “Modeling” ribbon and type in the formula bar:

Prompts will be shown while typing

Change the default
name Column on Sales so you can just start writing and
Value choose the field name

The new column with calculated value should appear as the last one in the dataset.
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Visualizing data in charts and tables

Now our task is to get some knowledge from the dataset.

Switch to the Report view.

Here we can make new tables and charts.

Natural language queries

In Power BI we can ask (not very sophisticated) queries in natural language. It is useful
feature that saves time.

To try this feature, click on “Ask a Question”

Our aim is to get sales value achieved by each of the

manufacturers. So just type: sales value by manufacturer and see

the results!
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Try to ask other questions in natural language, for example Average fuel
efficiency by manufacturer
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Changing the layout and format

You can sort the data on the chart by sales value or manufacturer.

Try to add a pie chart to your report. Use the right side of the screen (drag&drop the fields)

You can format the chart and any element

of your report (font size, color, etc.) by
clicking on painting tool
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Try some options, feel free to choose colors and fonts, add a legend…

Adding tables and charts

We can compose our report on many pages. To add another page click on the yellow + at the bottom
of the screen. You can name your new page.

To add a table to your report

choose from the visualizations
menu on the right.

Add a table presenting AVERAGE fuel

efficiency by manufacturer. Format the
table (change colors and font size, sort the
data)

Add the column chart and do the

formatting as well.

Add new page to your report. Make a line chart and table showing Prices and year resale
value by car model. Do some formatting to your chart.

Sort the data on the chart by year resale value.

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Use scatter chart to visualize horse power and price of cars.

Add a funnel control to the chart to change the range of variables displayed

Adding another table

As the name suggests, Relationship in Power BI is used to define the connections or the
relation between two or more tables. The relationship is used when we want to perform an
analysis based on multiple tables. Relationship helps us to display the data and correct
information between multiple tables. It is used to calculate the accurate results also.
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Click “Get Data” on “Home” ribbon and

add to your project the excel file
CarManufacturersByCountry.xlsx

In the navigator
select the
“Countries“
spreadsheet

The structure of our new table appears on the right

of the screen.

As you can see the fields names are

Column1, Column 2 and Column3.

The fields names should be taken from the first

row of the table.

To edit our new table “Countries” click on three

dots icon
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Then in editing mode, open the drop-down menu and

select “Use the first row as headers”.

To apply changes to the table click on the

button “Close and Apply”

Now go to the Relationships editor by clicking the button

As you can see the relationship between our two tables was automatically recognized by Power BI. The
relationship is one to many.
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CHAPTER IV

RESEARCH METHODOLOGY
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RESEARCH METHODOLOGY

 Data Collection - Data Collection is the process of gathering and measuring information on
targeted variables in an established system, which then enables one to answer relevant questions
and evaluate outcomes.

 Data Storage – Power BI uses two primary repositories for storing and managing data: Data that
is uploaded from users is sent to excel sheet.

 Data Cleaning - Once the data is stored into power BI it is important to clean and transform data
before you build any visualizations or reporting. This is essential step in building quality
visualization. Cleaning and transforming data enables to build visualizations from sound and
clean data. If it is not done diligently visualization will not behave as we except

 Data Analysis-Data analysis is a process of inspecting, cleaning, transforming and modelling

data with the goal discovering useful information, informing conclusions and supporting decision
making

 Visualization- In this process we convert manually data into visualization is to visually display
collected data by using various charts, graphs or other visualization types

FLOW CHART
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In above dashboard we have three cards displaying the total unit sold, total profit and total revenue.
They provide direct information to user. The next visualization tool used is stacked column chart which
is useful to make a very quick comparison between two or more sets of measures. Here we used this
chart to create combine visual of profit, revenue, and sales by month which gives us the idea about the
profit, revenue, and sales variation by month. In month of October the company has increased its
profit, revenue, and sales as compared to other months. To know the profit of particular country pie
chart comes into picture. It is used to illustrate the contribution of different values to a total. It gives the
clear view about the country wise profit of company.

The next visual used here is Line Chart. It gives plan to understand the profit by month. It is used to
show the information changes over time. It tells company head that in October company is valued and
the line goes on decreasing from October to March. By one click on the any visual it gives the all
information that dashboard contains.
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The Challenge in sales analysis

A sales analysis report shows the trends that occur in a company's sales volume over time. In its most
basic form, a sales analysis report shows whether sales are increasing or declining. At any time
during the fiscal year, sales managers may analyze the trends in the report to determine the best course
of action. Managers often use sales analysis reports to identify market opportunities and areas where
they could increase volume.

The Solution
● Information about profits and sales by Product and custom Date Period.
● Ranking of Products and Countries by their Sales
● How many Units are sold according to countries and months?
● Sales and Profit by Country
● Sales and Profit by different entities such as Segment and Products
● Daily insight of units that are sold

The Extra Mile

● User can directly navigate to information about sales and profit by selecting the country.
● User can drill through to Details of a particular country.
● User can just play for Product Filter on second dashboard and see the visuals showing data as per the
product.
● User can select any time period, whether quarter, day, month or year.
● We have provided maps for sales and profit so that they can differentiate that which country has
least/most sales or profit.

Please find the sample report here:

https://www.inkeysolutions.com/ms-power-platform/microsoft-power-bi/sales-analysis
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A glimpse of reporting
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