DAX / Power BI - Customer and Sales Analysis Deep Dive

Improve your DAX / Power BI customer and sales analysis skills in this deep dive course

  Randy Minder

   Business, Business Analysis, Microsoft Power BI

  Language - English

   Published on 10/2021



Power BI and DAX provide some impressive capabilities which allows 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 provides 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 at 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.

What Will I Get ?

  • 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


  • Some familiarity with Power BI and DAX will be helpful

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