✨ Customer Trends and Insights Dashboard with Power BI | Infosys Springboard Task 4

Hello 👋, I'm Shubh Jalui. In this repository I built a Customer Trends and Insights Dashboard. Using Power BI and it's tools.

Objective:

Build a Power BI dashboard to analyze customer behavior and trends based on sales data. Focus on creating meaningful visuals, applying drill-through functionality, and identifying patterns.

Dataset Overview:

You will use a dataset containing the following columns:

• Customer ID
• Customer Name
• Age Group
• Gender
• Region
• Product Category
• Sales Amount
• Profit
• Purchase Date

Instructions:

1. Data Import and Preparation

• Load the dataset into Power BI.
• Create a calculated column for Customer Lifetime Value (CLV) using the following formula:
• Ensure all columns have appropriate data types and formats (e.g., numerical values for Sales Amount and Profit, Date for Purchase Date, and text for Customer Name, Age Group, etc.).

2. Visualizations

Build the following visuals:

2.1 Bar Chart:

• Create a bar chart showing the total Sales Amount by Age Group to analyze sales trends across different customer age groups.

2.2 Stacked Column Chart:

• Create a stacked column chart showing Sales Amount by Gender, further split by Product Category, to explore how gender influences product preferences.

2.3 Map Visual:

• Create a map visual to show Sales Amount by Region, providing geographic insights into where most sales are occurring.

2.4 Scatter Chart:

• Create a scatter chart to show Profit vs. Sales Amount for each customer, with the size of the bubble representing the Customer Lifetime Value (CLV). This will help identify high-value customers and their performance.

3. Drill-Through Functionality

• Create a drill-through page to allow in-depth analysis of individual customers:
• Include a table with the customer’s details:
  • Customer Name
  • Region
  • Product Category
  • Sales Amount
  • Profit
  • CLV
• Ensure that users can right-click on any visual to access the drill-through page for further details.

4. Filters and Slicers

Add the following filters and slicers to enhance the analysis:

4.1 Region and Gender Slicers:

• Add slicers for Region and Gender to filter the data based on these attributes.

4.2 Date Range Slicer:

• Add a date range slicer for Purchase Date to analyze customer behavior over a selected period.

5. Formatting and Customization

• Use a consistent theme across all visuals to maintain visual harmony.
• Add a title to your dashboard: "Customer Trends and Insights Dashboard".
• Utilize tooltips to show additional information, such as CLV, when hovering over the visuals for detailed insights.

6. Insights

• Add a text box summarizing at least 3 key insights based on your analysis. Examples include:
• Which age group spends the most.
• Regional trends and where the highest sales occur.
• Identifying high-value customers with the highest CLV.

Submission Guidelines:

• Save your Power BI file as StudentName_CustomerTrends.pbix.