Measure reconciliation
Compare sales and margin totals with the underlying data and DAX definitions.
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Data & Analytics · Business intelligence
Executive Sales and Margin BI
Build a governed Power BI model with DAX, drill-through, RLS and executive dashboard.
Capstone in Power BI Data Analytics & Business Intelligence.
Recommended effort24 hoursCourse levelIntermediateSuggested teamIndividual or team of 2-3
The project brief
The business challenge
Sales and margin reporting needs a governed model, reliable measures and access controls so dashboard results can be reviewed consistently.
Shared method: define the requirement, design and build the solution, then test and document the result.
Project brief
Test scenarios
Use these scenarios to plan the project review. They describe intended checks, not completed learner results.
Drill-through analysis
Follow a dashboard result into its detail view and check that the filter context is retained.
Row-level security
Test report access with the defined roles and check that each role sees only its permitted data.
Inside the working solution
What you will build
- 01Governed Power BI data model
- 02DAX measures and drill-through analysis
- 03Executive dashboard with row-level security
Your final submission
What you will present
- PBIX
- Data model diagram
- DAX measures
- Dashboard walkthrough
Technology workspace
The tools behind the build
Review the tools and skills used in this project brief.
Power BI
Build interactive dashboards and decision-ready reports
Power Query
Use Power Query within guided implementation, testing and portfolio workflows
DAX
Use DAX within guided implementation, testing and portfolio workflows
Row-level security
Use Row-level security within guided implementation, testing and portfolio workflows
Project brief
Acceptance criteria
Review sales and margin measures, drill-through behaviour and report access.
- The PBIX file and model diagram describe the governed relationships.
- DAX measures and drill-through views reconcile with the source data.
- The dashboard walkthrough demonstrates executive views and row-level security.
Questions about this project
Executive Sales and Margin BI FAQs
Check the recommended level, tools and guidance before selecting a programme.
Who is the Executive Sales and Margin BI project suitable for?+
The associated course is taught at intermediate level. Review its prerequisites before choosing this capstone. An adviser can help you confirm the appropriate starting point.
Which tools and skills are used?+
The project brief uses Power BI, Power Query, DAX, Row-level security. Confirm the selected stack with admissions when choosing a programme.
Is mentor guidance included?+
Ask admissions to confirm the mentor reviews, feedback and final walkthrough included in your selected programme.
Request the exact training scope
Explore this project with admissions
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- Project module and tool breakdown
- Recommended prerequisites and programme
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