JIR
Data Analysis Consulting
General Direction · Human Resources · Marketing · Sales Department · Finance · Logistic · Production / Operations
Segment Performance and Period Comparison Analysis
This project was requested by the Executive Management team to perform a period-over-period comparison for analyzing sales performance across different segments. The solution evaluates key factors such as units sold, price variance, volume variance, and mix effects.
Project Overview
Beyond sales, the analysis also covers costs and margins, providing a comprehensive financial overview. The model is structured with a hierarchical breakdown that includes segment, item group, and product-level detail, enabling in-depth insights and strategic decision-making.
Tools Used
- Power BI for dashboard creation
- SQL Server for data storage
- Power Query & DAX for KPI calculations
Process
- Define objectives and requirements with the Executive Management team.
- Analyze and prepare the data.
- Build the data model Create the analytical model with relationships, measures, and business logic.
- Build dashboards, verify calculations, test with users, and make adjustments.
- Publish to production, train users, monitor performance, and update the project as needed.
