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2017-2018 Executive Summary
Revenues, Order Trends and Products
Ximena Bustamante—Data Analyst
Introduction
Microsoft Power BI is a powerful tool known for its dynamic visualization capabilities,
yet it offers so much more than that. As an example of its versatile components, I have
completed transformation, exploration, analysis and visualization of the following
dataset within Power BI.
This dataset provides powerful insights into sales and operations for e-Commerce
company A&B (similar to Amazon). The presentation is intended to summarize the
most relevant informational and actionable items for the company’s executives.
DATASET
• Tables—Dataset is composed of 6 different tables with multiple variables each:
• Orders dataset: Provide information for each item ordered
• Order items dataset: Information for items within each order and the cost to ship and price
broken out for each item within an order.
• Order payments dataset: Provides information regarding payments made on each order.
Make sure you aggregate total payment for each order to get unique order price.
• Product dataset: Provides information about the product.
• Product category name translated dataset: This dataset is Brazilian, so all categories are in
Portuguese, join category name on this table to get the translated category.
• Order reviews dataset: This table has review information for each order.
• Customers dataset dataset: This dataset has information regarding customer_id, which links
directly to order_id in the orders dataset. However, to get the unique customer id for each
order you need to link to this table.
https://www.kaggle.com/datasets/olistbr/brazilian-ecommerce/discussion/71650
KEY INSIGHTS
Revenues, Orders and Payment Types
• The data suggests that both
revenues and total orders peaked in
2017 Q4 and 2018 Q1/Q2, then
started to decline right before the
start of Q3.
• This would suggest that sales
may be seasonal and
increasing sales/promotions
during slow seasons may be
suitable.
• It’s important to recognize that
data for Q3 may also be
incomplete.
• Most common form of payment
appears to be credit card.
• Forming partnerships with
credit providers may result
beneficial for the company, as
well as the customers.
Revenues and Orders by States
• Data suggests that the top 3 states
with the highest revenue and total
number of orders are SP, RJ and
MG.
• This information would help
A&B make informed decisions
on where to focus their
marketing/sales efforts.
Orders and Profits by Categories
• Top 10 most profitable categories are
almost the same as the top 10 most
popular.
• However, there are some minor
differences between the two.
• Toys and telephony are
on the top 10 most
common, but not on the
top 10 most profitable.
• Conversely, garden tools
is among the most
profitable. Thus, it would
be worth devoting more
marketing efforts into
this category.
Customer Satisfaction
• This chart shows the relation
between “Average Review Score” and
the total number of orders .
• Highest total number of orders
appears to be in the mid-to-low
average review scores.
• This would motivate managers
to become familiar with the
major customer pain points
based on reviews.
DATA PROCESS-ACQUISITION,
PREPARATION AND ANALYSIS
Data Acquisition, Preparation and Analysis
Microsoft Power BI
• Data was acquired via Kaggle and downloaded into Excel Files.
• Cleaning, transformation, analysis and visualization of the data was ALL conducted in Power BI.
• Due to the multiple tables of data, a data model was created, and multiple joins were conducted resulting in a final merged
table.
Data Acquisition, Preparation and Analysis
Microsoft Power BI
• Within Power Query, multiple tables were joined.
• Data was also clean, standardized and grouped to reduce cardinality.
• Location data types were changes to represent geographical points in order to create maps.
• Given the size of the dataset, unnecessary columns were removed, and new custom columns were added.
• Column distribution, quality and profile tools were used to analyze the content of the columns.
Data Analysis and Visualization
Microsoft Power BI
• To analyze and visualize the data, multiple groups, charts, matrix filters and slicers were used.
• Dashboard-wide
filters were
used to exclude
transactions
before 2017.
• Page wide
filters were also
used to meet
the needs of
each visual.
• Categories were
grouped to
minimize
cardinality.
• Slicers were
integrated to
provide the
audience a more
dynamic
experience.
CHALLENGES AND COOL
TECHNIQUES
Challenges and Cool Techniques
• Multiple tables
• The dataset consisted of 6 main tables that had to be joined in order to analyze and visualize the information.
• Cool Technique
• Power BI provided a very helpful model view that allows the user to outline the relationship between tables.
• High Cardinality
• The dataset consisted of 6 main tables that had to be joined in order to analyze and visualize the information.
• Cool Technique
• Grouping categories is another genius feature within Power BI, along with the column profile which allows you to get
a sense of what data may need to be standardized and/or grouped.
What If I had More Time?
• If I had more time, I would look into repeat customers and some of the categories that may be sold/marketed together
based on consumer trends.
THE END!
 Thank you for checking out my project!
 If you have any feedback, comments, ideas, JOB offers, please feel free to
DM me at my LinkedIn @https://www.linkedin.com/in/ximenab/

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CaseStudy.pptx

  • 1. 2017-2018 Executive Summary Revenues, Order Trends and Products Ximena Bustamante—Data Analyst
  • 2. Introduction Microsoft Power BI is a powerful tool known for its dynamic visualization capabilities, yet it offers so much more than that. As an example of its versatile components, I have completed transformation, exploration, analysis and visualization of the following dataset within Power BI. This dataset provides powerful insights into sales and operations for e-Commerce company A&B (similar to Amazon). The presentation is intended to summarize the most relevant informational and actionable items for the company’s executives.
  • 3. DATASET • Tables—Dataset is composed of 6 different tables with multiple variables each: • Orders dataset: Provide information for each item ordered • Order items dataset: Information for items within each order and the cost to ship and price broken out for each item within an order. • Order payments dataset: Provides information regarding payments made on each order. Make sure you aggregate total payment for each order to get unique order price. • Product dataset: Provides information about the product. • Product category name translated dataset: This dataset is Brazilian, so all categories are in Portuguese, join category name on this table to get the translated category. • Order reviews dataset: This table has review information for each order. • Customers dataset dataset: This dataset has information regarding customer_id, which links directly to order_id in the orders dataset. However, to get the unique customer id for each order you need to link to this table. https://www.kaggle.com/datasets/olistbr/brazilian-ecommerce/discussion/71650
  • 5. Revenues, Orders and Payment Types • The data suggests that both revenues and total orders peaked in 2017 Q4 and 2018 Q1/Q2, then started to decline right before the start of Q3. • This would suggest that sales may be seasonal and increasing sales/promotions during slow seasons may be suitable. • It’s important to recognize that data for Q3 may also be incomplete. • Most common form of payment appears to be credit card. • Forming partnerships with credit providers may result beneficial for the company, as well as the customers.
  • 6. Revenues and Orders by States • Data suggests that the top 3 states with the highest revenue and total number of orders are SP, RJ and MG. • This information would help A&B make informed decisions on where to focus their marketing/sales efforts.
  • 7. Orders and Profits by Categories • Top 10 most profitable categories are almost the same as the top 10 most popular. • However, there are some minor differences between the two. • Toys and telephony are on the top 10 most common, but not on the top 10 most profitable. • Conversely, garden tools is among the most profitable. Thus, it would be worth devoting more marketing efforts into this category.
  • 8. Customer Satisfaction • This chart shows the relation between “Average Review Score” and the total number of orders . • Highest total number of orders appears to be in the mid-to-low average review scores. • This would motivate managers to become familiar with the major customer pain points based on reviews.
  • 10. Data Acquisition, Preparation and Analysis Microsoft Power BI • Data was acquired via Kaggle and downloaded into Excel Files. • Cleaning, transformation, analysis and visualization of the data was ALL conducted in Power BI. • Due to the multiple tables of data, a data model was created, and multiple joins were conducted resulting in a final merged table.
  • 11. Data Acquisition, Preparation and Analysis Microsoft Power BI • Within Power Query, multiple tables were joined. • Data was also clean, standardized and grouped to reduce cardinality. • Location data types were changes to represent geographical points in order to create maps. • Given the size of the dataset, unnecessary columns were removed, and new custom columns were added. • Column distribution, quality and profile tools were used to analyze the content of the columns.
  • 12. Data Analysis and Visualization Microsoft Power BI • To analyze and visualize the data, multiple groups, charts, matrix filters and slicers were used. • Dashboard-wide filters were used to exclude transactions before 2017. • Page wide filters were also used to meet the needs of each visual. • Categories were grouped to minimize cardinality. • Slicers were integrated to provide the audience a more dynamic experience.
  • 14. Challenges and Cool Techniques • Multiple tables • The dataset consisted of 6 main tables that had to be joined in order to analyze and visualize the information. • Cool Technique • Power BI provided a very helpful model view that allows the user to outline the relationship between tables. • High Cardinality • The dataset consisted of 6 main tables that had to be joined in order to analyze and visualize the information. • Cool Technique • Grouping categories is another genius feature within Power BI, along with the column profile which allows you to get a sense of what data may need to be standardized and/or grouped. What If I had More Time? • If I had more time, I would look into repeat customers and some of the categories that may be sold/marketed together based on consumer trends.
  • 15. THE END!  Thank you for checking out my project!  If you have any feedback, comments, ideas, JOB offers, please feel free to DM me at my LinkedIn @https://www.linkedin.com/in/ximenab/