You build a report about warehouse inventory data. The dataset has more than 10 million product records from
200 warehouses worldwide. You have a table named Products that contains the columns shown in the following table.
Warehouse managers report that it is difficult to use the report because the report uses only the product name in tables and visuals. The product name is contained within the ProductDescription column and is always the fourth value.
You need to modify the report to support the warehouse managers requirement to explore inventory levels at different levels of the product hierarchy. The solution must minimize the model size.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Case Study 2 - Contoso Ltd
Overview
Existing Environment
Contoso, Ltd. is a manufacturing company that produces outdoor equipment Contoso has quarterly board meetings for which financial analysts manually prepare Microsoft Excel reports, including profit and loss statements for each of the company's four business units, a company balance sheet, and net income projections for the next quarter.
Data and Sources
Data for the reports comes from three sources. Detailed revenue, cost and expense data comes from an Azure SQL database. Summary balance sheet data comes from Microsoft Dynamics 365 Business Central. The balance sheet data is not related to the profit and loss results, other than they both relate to dates.
Monthly revenue and expense projections for the next quarter come from a Microsoft SharePoint Online list. Quarterly projections relate to the profit and loss results by using the following shared dimensions: date, business unit, department, and product category.
Net Income Projection Data
Net income projection data is stored in a SharePoint Online list named Projections in the format shown in the following table.
Revenue projections are set at the monthly level and summed to show projections for the quarter.
Balance Sheet Data
The balance sheet data is imported with final balances for each account per month in the format shown in the following table.
There is always a row for each account for each month in the balance sheet data.
Dynamics 365 Business Central Data
Business Central contains a product catalog that shows how products roll up to product categories, which roll up to business units. Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
Business Issues
Historically, it has taken two analysts a week to prepare the reports for the quarterly board meetings. Also, there is usually at least one issue each quarter where a value in a report is wrong because of a bad cell reference in an Excel formula. On occasion, there are conflicting results in the reports because the products and departments that roll up to each business unit are not defined consistently.
Planned Changes
Contoso plans to automate and standardize the quarterly reporting process by using Microsoft Power Bl. The company wants to how long it takes to populate reports to less than two days. The company wants to create common logic for business units, products, and departments to be used across all reports, including, but not limited, to the quarterly reporting for the board.
Technical Requirements
Contoso wants the reports and datasets refreshed with minimal manual effort The company wants to provide a single package of reports to the board that contains custom navigation and links to supplementary information.
Maintenance, including manually updating data and access, must be minimized as much as possible.
Security Requirements
The reports must be made available to the board from powerbi.com. A mail-enabled security group will be used to share information with the board.
The analysts responsible for each business unit must see all the data the board sees, except the profit and loss data, which must be restricted to only their business unit's data. The analysts must be able to build new reports from the dataset that contains the profit and loss data, but any reports that the analysts build must not be included in the quarterly reports for the board. The analysts must not be able to share the quarterly reports with anyone.
Report Requirements
You plan to relate the balance sheet to a standard date table in Power Bl in a many-to-one relationship based on the last day of the month. At least one of the balance sheet reports in the quarterly reporting package must show the ending balances for the quarter, as well as for the previous quarter.
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table.
The relationships between products and departments to business units must be consistent across all reports.
The board must be able to get the following information from the quarterly reports:
- Revenue trends over time
- Ending balances for each account
- A comparison of expenses versus projections by quarter
- Changes in long-term liabilities from the previous quarter
- A comparison of quarterly revenue versus the same quarter during the
prior year
Which two types of visualizations can be used in the balance sheet reports to meet the reporting goals? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
You build a report to help the sales team understand its performance and the drivers of sales.
The team needs to have a single visualization to identify which factors affect success.
Which type of visualization should you use?
Once the profit and loss dataset is created, which four actions should you perform in sequence to ensure that the business unit analysts see the appropriate profit and loss data? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
You receive revenue data that must be included in Microsoft Power Bl reports.
You perform an initial load of the data from a Microsoft Excel source as shown in the following exhibit.
You plan to create several visuals from the data, including a visual that shows revenue split by year and product.
You need to transform the data to ensure that you can build the visuals. The solution must ensure that the columns are named appropriately for the data that they contain.
