This document discusses analyzing transaction data from a PostgreSQL database using Power BI. It includes instructions on installing PostgreSQL and Power BI, importing transaction data into a PostgreSQL database, writing a query to retrieve the number of transactions and total amount by month, defining 3 KPIs in Power BI using the transaction data, and interpreting the results to draw business conclusions. Key findings include that the total amount in 2019 was less than 2018, transactions were higher in Germany than other countries, and channel 5 had the most transactions.

1. DATA ANALYSIS WITH
POSTGRES AND POWER BI
BY SANGEETHA SUBRAMANI
SENIOR SOFTWARE
ENGINEER

2. TABLE OF CONTENTS
• INTRODUCTION
• POSTGRESQL SERVER
 Installation
 Create Database
 Import Data to PostgreSQL database
 Postgres Query that returns the # of transactions and the total amount by month.
 Output
• POWER BI
 Installation
 Brief Introduction of KPI
 KPI Visualizations
 KPI Visualizations created with the help of POWER BI
• DATA ANALYSIS
 Analysing data generated from Power BI
• DATA INTERPRETATION
• RECOMMENDING ADDITIONAL DATA POINTS FOR ANALYSIS AND CONCLUSION
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3. INTRODUCTION
In this presentation, I will explain below mentioned items for a dataset(create
excel data or use your personal excel data).
 Write a PostgreSQL query that returns the # of transactions and the total
amount by month
 Analysing the data provided in dataset(EXCEL) and defining 3 KPIs.
 Interpret your results and draw conclusions for the business.
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4. POSTGRESQL SERVER - INSTALLATION
• Download and Install PostgreSQL version 11 on your windows
machine.
• I referred below link for my 64 bit OS
• https://www.postgresql.org/download/windows
• Go to Start Menu and Verify if PostgreSQL 11 is installed correctly.
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5. POSTGRESQL SERVER - CREATE DATABASE
• Go to Windows Menu and launch to SQL
Shell(psql). Login with default Server,
Database and port and provide password
which you have given during installation.
• Create Database with below command.
CREATE DATABASE test;
• View newly created Databse is listed with
below command.
l
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6. POSTGRESQL SERVER - IMPORT DATA TO POSTGRESQL
DATABASE
• Convert XLSX file to CSV file(Open XLSX file and save
as CSV file) and save in your system.
• Go to Start Menu and Launch pgAdmin4 and
establish connection. Verify if newly created
database (eg. Test) is listed.
• DatabaseSchemaspublicRight click on Public
and select ‘CREATE Script’
• Run below command to drop data
Drop table PUBLIC_DATA;
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7. CONTINUED….
• Create Table with same data structure(Column headers in the csv file) available
in csv file. I used my assignment csv file.
• Run Below command to create a table for attached Excel.
CREATE TABLE public.data
(user_id integer,
transaction_id integer,
location character varying(50) COLLATE pg_catalog."default",
transaction_date timestamp without time zone,
"amount_$" double precision,
channel character varying(50) COLLATE pg_catalog."default",
product_name character varying(50) COLLATE pg_catalog."default"
)
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8. CONTINUED…
• Run below command to Cross check the data by using select
command
select * from PUBLIC_DATA;
• Copy file by using below command
COPY PUBLIC.DATA FROM
‘C:UsersPRADEEPDownloadsTestBI_Test_Assignment.csv’
WITH CSV HEADER;
I have to write a Postgresql query that returns the # of
transactions and the total amount by month.
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9. POSTGRES QUERY THAT RETURNS THE # OF
TRANSACTIONS AND THE TOTAL AMOUNT BY
MONTH
'Below query will extract the no of transaction for
total amount based on month and year.'
• select count(transaction_date) as
No_of_transactions,
‘Below query to be converted as stored procedure.'
• sum(amount_$) as total_amount,
• extract(month from transaction_date) as Month,
• extract(year from transaction_date) as year from
data group by extract(month from
transaction_date),
• extract(year from transaction_date) 9

10. OUTPUT
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11. POWER BI - INSTALLATION
• There are two ways to install Power BI in windows OS.
• Type 1:Download the package from Microsoft power BI website and install.
• Type 2: Installation the App from Microsoft Store.
• I prefer installing App method as Power BI gets automatically updated if
there is any updated version available.
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12. POWER BI - BRIEF INTRODUCTION OF KPI
• A Key Performance Indicator (KPI) is a visual cue that communicates the
amount of progress made toward a target.
• When to use KPI ?
When user think,
What am I ahead or behind on, this specifically refers to a TARGET number
How far ahead or behind am I, this represents a TREND which is related to
the target
Since KPI is based on specific measure, it is designed to help you evaluate a
current value and status of the metric.
• KPI requires Base Measure that evaluates the value and Target Measure .
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13. KPI VISUALIZATIONS
• Open Power BI Desktop.
• Lets create few KPIs that measures the progress that made toward a certain
goal
• Step 1: Import Excel data and check preview of imported data.
• Step 2: Select column graph with values which we want to measure.
• Step 3: Select table for same values which we selected in step 1
• Step 4: Select one more table with same values and then change it to a KPI
NOTE: I feel comfortable having table, column graph along with KPI. So
created dashboard with these visualizations to compare data and measure
value
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14. ANALYSING DATA GENERATED FROM POWER BI
• Here we are measuring progress for ‘Total Amount’ by ‘Year’. Here we can
see the Sale Trend that is regressing in 2019 compared to 2018
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15. CONTINUED…
• Here we are measuring progress of ‘Location’ by ‘Transaction ID’. Total
number of transaction is high for Germany location compared to UK,
Switzerland and other countries.
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16. CONTINUED…
• Here we are measuring progress for ‘Transaction ID’ by ‘Channel’. The total
number of transaction is high for channel 5 whereas its low for channel 1.
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17. DATA ANALYSIS – DATA INTERPRETATION
• Total Amount($) in the year 2019 is less compared to Total Amount($) in
the year 2018. Company has to bring some new ideas where it can
encourage customer to deposit more Amount.
• The Total Number of transaction is good in few locations such as Germany.
One has find out the reason why transactions are not good in other
countries. There is a huge difference in total number of transactions.
Methodologies followed in Germany can be applied to other countries so as
to improve transactions in other countries.
• Channels 5 is helping a lot for Sales. Thich can be encouraged and
advertised more in other sectors or locations where sales are less.
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18. THANK YOU
• For any queries please contact:
sangeethas1989@gmail.com
• My Linkedin id is:
www.linkedin.com/in/sangeetha.subramani05029833
• Date of the slide created:
02/09/2019
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