Daily sales report with a business calendar
I rebuilt a daily sales report so each day can be compared with the same day last year, using a calendar with the business's own logic.
Problem
A daily sales report at a large beverage company had relied for some time on interim adjustments because of an issue at the data source, and day-by-day comparison with the previous year was hard.
Approach
- Fixing the cause at the source instead of adding more patches to the report.
- A business-specific calendar to align each day with its equivalent last year.
- A comparison across distributors that report their sales daily.
Result (qualitative)
A stable report, free of temporary patches, comparable day by day with the previous year. The client expressly recognised the work.
Skills demonstrated
Dimensional modelling, custom calendar table, period-over-period DAX comparisons, root-cause diagnosis.
Skills
- Power BI
- DAX
- Power Query
- Data modelling
- Business calendars