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Power BIbi_tool~15 mins

Pie and donut charts in Power BI - Real Business Scenario

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Scenario Mode
👤 Your Role: You are a sales analyst at a retail company.
📋 Request: Your manager wants a visual report showing the sales distribution by product category for the last quarter. They want to see which categories contribute most to total sales.
📊 Data: You have sales data with columns: Product Category, Sales Amount, and Date of Sale.
🎯 Deliverable: Create a Power BI report page with a pie chart and a donut chart showing sales distribution by product category for the last quarter.
Progress0 / 7 steps
Sample Data
Product CategorySales AmountDate of Sale
Electronics120002024-03-05
Clothing80002024-03-15
Home & Garden60002024-04-10
Electronics150002024-04-20
Clothing70002024-05-05
Home & Garden90002024-05-15
Sports40002024-03-25
Sports50002024-04-30
Electronics130002024-05-20
Clothing60002024-05-25
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Step 1: Import the sales data into Power BI Desktop.
Use 'Get Data' > 'Excel/CSV' or paste data directly.
Expected Result
Sales data table loaded with columns: Product Category, Sales Amount, Date of Sale.
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Step 2: Create a new calculated column to extract the quarter from the Date of Sale.
Quarter = "Q" & FORMAT('Sales'[Date of Sale], "Q")
Expected Result
A new column 'Quarter' with values like Q1, Q2, etc.
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Step 3: Filter the data to include only sales from the last quarter (Q1 2024).
Use the filter pane to select Quarter = "Q1" and Year = 2024 if needed.
Expected Result
Data filtered to only show sales from January to March 2024.
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Step 4: Create a measure to calculate total sales amount.
Total Sales = SUM('Sales'[Sales Amount])
Expected Result
Measure 'Total Sales' sums sales amounts correctly.
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Step 5: Add a pie chart visual to the report canvas.
Drag 'Product Category' to Legend, and 'Total Sales' measure to Values.
Expected Result
Pie chart shows sales distribution by product category for Q1 2024.
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Step 6: Add a donut chart visual to the report canvas.
Drag 'Product Category' to Legend, and 'Total Sales' measure to Values. Change visual type to Donut chart.
Expected Result
Donut chart shows the same sales distribution by product category for Q1 2024.
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Step 7: Format both charts for clarity: add data labels showing percentage, use distinct colors, and add chart titles.
Enable data labels with percentage, set title to 'Sales by Product Category - Q1 2024'.
Expected Result
Charts clearly show category shares with percentages and descriptive titles.
Final Result
Electronics
↓
Clothing
↓
Sports
✓Electronics is the largest sales category in Q1 2024, contributing 50% of total sales.
✓Clothing contributes approximately 33% and Sports 17% of total sales.
✓Home & Garden sales are not present in Q1 2024 data.
Bonus Challenge

Create a slicer to allow the user to select different quarters and see the pie and donut charts update dynamically.

Show Hint
Add a slicer visual with the 'Quarter' column and connect it to the charts.