Sales and Finance Report for AtliQ Hardware

Sales Report

This report provides a summary of the company's sales performance, including customer and market performance in different years.

• Project Objective

  1. Analyze the correlation between Market performance and Sales objectives

  2. Generate a Customer performance report

• Significance of analyzing Sales data

  Analyzing sales data provides valuable insights that can drive growth, improve efficiency and enhance customer satisfaction.

Finance Report

This report provides an overview of the company's financial performance, including Net sales, COGS(Cost of Goods Sold), Gross margin and Gross margin %.

• Project Objective

  1. Create Profit and Loss(P&L) report by Fiscal Year and Months

  2. Create Profit and Loss(P&L) report by Markets

  3. Create Groos Margin% report by Quaters

• Significance of analyzing Financial data

  Financial data analysis is a crucial aspect of business management which can uncover hidden patterns and trends.

Purpose

The purpose of these reports is to provide insights into the company's sales trends and financial performance. The reports can be used by management to make informed decisions about the company's business strategy.

Skills Gained

• Implemented ETL(Extract Transform Load) process.
• Generated data tables using Power Query.
• Organized data tables and created relationships using the Data Model.
• Data transformation using Power Query.
• Familiarity with business metrics such as COGS, Gross margin, Fiscal year, etc.
• Applied DAX(Data Analysis Expression) for the creation of calculated columns.
• Derive Fiscal months and quarters.