From a wireframe to a working Power BI dashboard
We turned Lauterbach Group's dashboard sketch into an interactive Power BI report for sales, orders, clients and categories.
- KPI areas: sales, orders, clients, new clients
- 4
- month-to-date and year-to-date views
- MTD + YTD
- handover items: PBIX file, model and DAX notes, user walkthrough
- 3
A dashboard design, waiting to be built
Lauterbach Group had a wireframe for the report it wanted: total sales, orders, clients and new clients, each with month-to-date and year-to-date views. The figures needed to be read together, with trends over time and a way to drill into each category.
10 days, from wireframe to handover
- 1Day 1
Align
Kickoff, requirements and a walk-through of the wireframe.
- 2Day 2
Assess the data
Reviewed and profiled the source data.
- 3Days 3 to 8
Build
Built the data model, DAX measures, screen and visuals.
- 4Day 9
Validate
Tested everything and ran a review session with the client.
- 5Day 10
Hand over
Made final fixes, documented the model and DAX measures, and walked users through the report.
One report for the numbers that matter
Lauterbach Group's team now reviews sales, orders, clients and category performance in one interactive report that matches the layout it designed, with drill-downs for the detail. The model and DAX documentation lets the team maintain it.
- Dashboard matches the agreed wireframe
- Month-to-date and year-to-date views for the core KPIs
- Interactive trends and category drill-downs
- Model and DAX documentation, plus a user walkthrough
- Power BI
- DAX
- Data modeling
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