Case Study 3 - Northwind Traders
Overview. General Overview
Northwind Traders is a specialty food import company.
The company recently implemented Power BI to better understand its top customers, products, and suppliers.
Overview. Business Issues
The sales department relies on the IT department to generate reports in Microsoft SQL Server Reporting Services (SSRS). The IT department takes too long to generate the reports and often misunderstands the report requirements.
Existing Environment. Data Sources
Northwind Traders uses the data sources shown in the following table.

Source2 is exported daily from a third-party system and stored in Microsoft SharePoint Online.
Existing Environment. Customer Worksheet
Source2 contains a single worksheet named Customer Details. The first 11 rows of the worksheet are shown in the following table.

All the fields in Source2 are mandatory.
The Address column in Customer Details is the billing address, which can differ from the shipping address.
Existing Environment. Azure SQL Database
Source1 contains the following table:
Orders
Products
Suppliers
Categories
Order Details
Sales Employees
The Orders table contains the following columns.

The Order Details table contains the following columns.

The address in the Orders table is the shipping address, which can differ from the billing address.
The Products table contains the following columns.

The Categories table contains the following columns.

The Suppliers table contains the following columns.

The Sales Employees table contains the following columns.

Each employee in the Sales Employees table is assigned to one sales region. Multiple employees can be assigned to each region.
Requirements. Report Requirements
Northwind Traders requires the following reports:
Top Products
Top Customers
On-Time Shipping
The Top Customers report will show the top 20 customers based on the highest sales amounts in a selected order month or quarter, product category, and sales region.
The Top Products report will show the top 20 products based on the highest sales amounts sold in a selected order month or quarter, sales region, and product category. The report must also show which suppliers provide the top products.
The On-Time Shipping report will show the following metrics for a selected shipping month or quarter:
The percentage of orders that were shipped late by country and shipping region Customers that had multiple late shipments during the last quarter Northwind Traders defines late orders as those shipped after the required shipping date.
The warehouse shipping department must be notified if the percentage of late orders within the current month exceeds 5%.
The reports must show historical data for the current calendar year and the last three calendar years.
Requirements. Technical Requirements
Northwind Traders identifies the following technical requirements:
A single dataset must support all three reports.
The reports must be stored in a single Power BI workspace.
Report data must be current as of 7 AM Pacific Time each day.
The reports must provide fast response times when users interact with a visualization.
The data model must minimize the size of the dataset as much as possible, while meeting the report requirements and the technical requirements.
Requirements. Security Requirements
Access to the reports must be granted to Azure Active Directory (Azure AD) security groups only.
An Azure AD security group exists for each department.
The sales department must be able to perform the following tasks in Power BI:
Create, edit, and delete content in the reports.
Manage permissions for workspaces, datasets, and report.
Publish, unpublish, update, and change the permissions for an app.
Assign Azure AD groups role-based access to the reports workspace.
Users in the sales department must be able to access only the data of the sales region to which they are assigned in the Sales Employees table.
Power BI has the following row-level security (RLS) Table filter DAX expression for the Sales Employees table.
[EmailAddress] = USERNAME()
RLS will be applied only to the sales department users. Users in all other departments must be able to view all the data.
You need to create the On-Time Shipping report.
The report must include a visualization that shows the percentage of late orders.
Which type of visualization should you create?

• A.scarterplot
• B.bar chart
• C.Pie chart

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You have a PBIX file that contains sensitive information.
You need to secure the information to meet the following requirements:
- Only internal users must be able to open the file if the file is
shared via email.
- Once the file is published, only internal users must be able to open
the semantic model and the report downloaded from the Power BI service.
What should you do?

• A.From Microsoft Power BI Desktop, apply a sensitivity label.
• B.Certify the semantic model and the report.
• C.Use a live connection for the file.
• D.From the Power BI service, apply a sensitivity label.

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You have a CSV file that contains user complaints. The file contains a column named Logged. Logged contains the date and time each compliant occurred. The data in Logged is in the fol-lowing format: 2018-12-31 at 08:59. You need to be able to analyze the complaints by the logged date and use a built-in date hierarchy. What should you do?

• A.Create a column by example that starts with 2018-12-31.
• B.Apply a transformation to extract the last 11 characters of the Logged column and set the data type of the new column to Date.
• C.Apply a transformation to extract the first 11 characters of the Logged column.
• D.split the Logged column by using at as the delimiter.

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You need to address the data concerns before creating the data model. What should you do in Power Query Editor?

• A.Select Column distribution.
• B.Select the sales_amount column and apply a number filter.
• C.Select Column profile, and then select the sales_amount column.
• D.Transform the sales_amount column to replace negative values with 0.

Correct Answer: C

Topic 1, Litware, Inc.
Existing Environment
Sales Data
Litware has online sales data that has the SQL schema shown in the following table.

In the Date table, the dateid column has a format of yyyymmdd and the month column has a format of yyyymm. The week column in the Date table and the weekid column in the Weekly_Returns table have a format of yyyyww. The regionid column can be managed by only one sales manager.
Data Concerns
You are concerned with the quality and completeness of the sales data. You plan to verify the sales data for negative sales amounts.
Reporting Requirements
Litware identifies the following technical requirements:
* Executives require a visual that shows sales by region.
* Regional managers require a visual to analyze weekly sales and returns.
* Sales managers must be able to see the sales data of their respective region only.
* The sales managers require a visual to analyze sales performance versus sales targets.
* The sale department requires reports that contain the number of sales transactions.
* Users must be able to see the month in reports as shown in the following example: Feb 2020.
* The customer service department requires a visual that can be filtered by both sales month and ship month independently.

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You create a data model in Power BI.
Report developers and users provide feedback that the data model is too complex.
The model contains the following tables.

The model has the following relationships:
*There is a one-to-one relationship between Sales_Region and Region_Manager.
*There are more records in Manager than in Region_Manager, but every record in Region_Manager has a corresponding record in Manager.
*There are more records in Sales_Manager than in Sales_Region, but every record in Sales_Region has a corresponding record in Sales_Manager.
You need to denormalize the model into a single table. Only managers who are associated to a sales region must be included in the reports.
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.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.

Correct Answer:

1 - Merge [Region_Manager] and [Manager] by using an inner join.
2 - Merge [Sales_Region] and [Sales_Manager] by using an inner join.
3 - Merge [Sales_Region] and [Region_Manager] by using an inner join.

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