Create:

Excel_to_PowerBI_Reporting_System

Part 1 — SQL Source

Create/use a Sales database containing:

Sales

OrderID

Date

CustomerID

ProductID

EmployeeID

Quantity

SalesAmount

O101

01-Jan-26

C101

P101

E101

2

120000

O102

05-Jan-26

C102

P102

E102

10

5000

O103

10-Feb-26

C101

P103

E101

3

102000

O104

15-Feb-26

C103

P102

E103

8

4000

O105

20-Mar-26

C104

P101

E102

1

60000

O106

25-Mar-26

C102

P104

E104

4

10000

Part 2 — Excel + Power Query

Import SQL data into Excel.

Perform:

  • Data type correction
  • Column renaming
  • Filtering
  • Duplicate checking
  • Data cleaning
  • Table creation

Load the cleaned data into Excel.

Part 3 — Excel Analysis

Create:

KPIs

  • Total Sales
  • Total Orders
  • Total Quantity
  • Average Sale

Analysis

  • Product-wise Sales
  • City-wise Sales
  • Employee-wise Sales
  • Monthly Sales

Part 4 — Power BI

Import the cleaned Excel/SQL data into Power BI.

Create relationships between:

  • Sales
  • Products
  • Customers
  • Employees
  • Calendar

Part 5 — Power BI Report

Create a professional report containing:

KPI Cards

Total Sales | Total Orders | Total Quantity | Average Sale

Visuals

  1. Monthly Sales — Line Chart
  2. Product Sales — Bar Chart
  3. City Sales — Column Chart
  4. Employee Sales — Bar Chart

Slicers

  • Date
  • City
  • Product
  • Category

Final Architecture

        SQL DATABASE

             ↓

        SQL QUERY

             ↓

        POWER QUERY

             ↓

      CLEAN EXCEL DATA

             ↓

       POWER BI MODEL

             ↓

         DAX MEASURES

             ↓

      POWER BI REPORT

             ↓

       BUSINESS INSIGHTS

Final Project Deliverables

  1. SQL Sales Database
  2. Excel Data Connection
  3. Power Query Transformation
  4. Clean Excel Dataset
  5. Power BI Data Model
  6. DAX Measures
  7. Interactive Power BI Report