Power BI Sales Pipeline Analytics

A practical hands-on course, designed to give experienced Power BI users further practice on data modelling and report creation | taught by G Com Solutions
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G Com Solutions
G Com Solutions
Online Training

About the instructor

All G Com Solutions trainers (both online and in person) are highly experienced IT professionals and qualified to deliver a wide range of Microsoft training courses.

They have a vast experience of delivering public and on-site IT training content at different skill levels, to groups of varying sizes and have all obtained the MCSA BI Reporting certification. 

Are you looking to extend your knowledge of Microsoft Power BI? Power BI Sales Pipeline Analytics and Visualization is a practical hands-on course, designed to give experienced Power BI users further practice on data modelling and report creation.

The course begins with data preparation. We connect to our data, perform basic transformations and import an External Date Table which we then map to the dates in our main fact table.

We then set up relationships between our various tables. However, since we are dealing with a sales pipeline, we have a main fact table which contains multiple significant dates, as we track the progress of each lead from the contact stage, right through to sales.

This course will show you how to establish multiple relationships between the same two tables and then use DAX to activate the appropriate relationship as you perform calculations.

And the course provides plenty of additional practice in creating DAX measures.

Then we turn our attention to visualizing our data. We look at using the funnel visual, as well as displaying a hierarchy of images in slicers which enable the user to track the performance of sales managers as well as individual salespeople.

We also look at a useful technique for creating a chart which only becomes visible when a slicer selection is made by the user.

In short, this course will provide Power BI users who are familiar with the basics, with a challenging, hands-on workshop which will expand their familiarity with data modelling, visualization and report creation.

This is the Power BI report which you will be building during the course.

Course Contents

22 Videos
1 Download
6.0 hrs