How to create sales and inventory dashboard in PowerBI

kratika jain
2 min readNov 1, 2023

Power BI is a business intelligence tool that helps visualize data in the form of charts and other visuals.

Step 1: Connect and load data.

To connect and load data into Power BI, use the Get data feature. Power BI supports a wide range of data sources, including Excel, CSV files, SQL databases, and cloud-based sources.

Step 2: Transform data.

Once your data is loaded into Power BI, you can transform it to clean it up and make it easier to visualize. You can use the Power Query Editor to perform various transformations, such as:

  • Deleting unnecessary rows
  • Renaming column names
  • Replacing null values
  • Merging tables

for example, in the sales and inventory dataset we have gender column, and the values are F and M and to replace it with “Male” and “Female” we can use replace values function in Power Query Editor.

Step 3: Visualize data.

Once your data is transformed, you can visualize it in the form of charts, graphs, and other visuals. Power BI offers a wide range of visuals to choose from, including bar charts, line charts, area charts, pie charts, donut charts, and maps.

For example, you might want to create a bar chart to show sales by product category, or a line chart to show sales over time.

Once you have created your visualizations, you can share them with others in your organization or publish them to the web.

check my project here at @novyPro.

https://www.novypro.com/project/sales-and-inventory-dashboard

I hope this is helpful!

Thanks for reading.

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kratika jain

As a public health professional with a passion for data-driven insights, I am currently transitioning into the field of data science.