Sales Data in Power BI: 5-Day Proof of Concept

Target audience:

Organizations considering a large-scale implementation of Microsoft Power BI. It’s highly recommended to first try out on a small-scale level (Proof of Concept) to understand if everything works out as expected and explore potential issues.

Day 1-2

• Check on requirements for the solution
• Understand business needs
• Review existing reports
• Data access
• Define end-user requirements
• Define key components of the solution: metrics, KPIs, etc.
• Compile solution scope based on requirements

Day 2-5

• Import required data
• Create a data model, including calculations
• Create reports and dashboard
• Customer interaction & refinement
• Testing

Day 5

• Basic user training
• Demonstrate Proof of Concept and handover to the client
• Discuss next steps

Deliverables

• Production-ready data model
• Three Power BI reports
• One Power BI dashboard
• Discussion of solution scope / anticipation of potential issues
• Overview: options of potential future developments with Power BI