Labs · Power BI

Lab: Build a One-Page Sales Report with KPIs, a Trend and a Breakdown

By Ravindra Bagale Last updated: 8 October 2026

Intermediate50 minPower BI Desktop (free) · Your Lab 20 or 23 file

Course: Power BI · Chapter 24: Reports and Dashboards

Chapter 24 covers reports and dashboards; this lab delivers a complete one-page report from a written brief.

Download pbi_sales.csv (24 orders) Download pbi_cities.csv Download pbi_products.csv

Chala mitrano! Till now we practised one skill per lab. Today we act like a real analyst with a real brief: five questions from the director, one page, finished and polished, even on a phone. This is the page you will show in your portfolio and in interviews. Aaj poorna report, portfolio sathi!

Suppose we are…

Suppose the Croma Maharashtra director sends us a brief on Friday: "By Monday 9 AM I want one page I can open on my laptop or phone that answers my five questions." The brief is in the Before image. We have every skill from Labs 11 to 23; now we put them together. The numbers are sample data made up for practice.

Goal of this lab

By the end you will have one page called Sales Summary with:

4 KPI cards: Total Sales, Total Profit, Margin %, Orders.
A line chart: Sales by month, 2025 vs 2026.
A bar chart: Sales by product.
The red/green city chart vs target with its dynamic title.
A Year slicer, and a phone layout of the same page.

What you need (all free)

Power BI Desktop and your Lab 20 or Lab 23 file (measures: Total Sales, Target Amount, Bar Colour, Chart Title).
Sample data if you need to rebuild: Download pbi_sales.csv (24 orders) Download pbi_cities.csv Download pbi_products.csv
50 minutes.

The data: before and after

Before. The brief: five questions and the visual that answers each.

Before: the director's brief with five questions: sales and profit, monthly growth, products, cities behind target, filter by year; each mapped to a visual

After. The KPI row of the finished page (all years selected).

After: KPI row with Total Sales 1.30M, Total Profit 262.50K, Margin 20.16% and Orders 24

The formula

The four KPI measures (create any that are missing):

Total Sales  = SUM ( pbi_sales[Sales] )
Total Profit = SUM ( pbi_sales[Sales] ) - SUM ( pbi_sales[Cost] )
Margin %     = DIVIDE ( [Total Profit], [Total Sales] )
Orders       = COUNTROWS ( pbi_sales )

Because they are measures, the whole page reacts to the Year slicer. With 2026 selected: Total Sales 484,000, Total Profit 94,000, Margin % = 94,000 ÷ 484,000 = 19.42%, Orders 8.

Steps

Open your Lab 20 (or 23) file, Save as Lab-24-sales-summary and add a new page named Sales Summary.
Create any missing measures from the formula box. Select Margin % and click % on the Measure tools ribbon.
Top row. Add 4 Cards: Total Sales, Total Profit, Margin %, Orders. Same size, aligned with Format → Align → Align top and Distribute horizontally.

What you should see: 1.30M, 262.50K, 20.16%, 24.
Trend. Below the cards on the left, add a Line chart: X-axis DateTable[Month], Y-axis Total Sales, Legend DateTable[Year]. Title: Sales by month, 2025 vs 2026.
Breakdown. On the right, add a Clustered bar chart: Y-axis pbi_products[Product], X-axis Total Sales, sorted descending, data labels on. Title: Sales by product.

What you should see: Laptop 750K, Mobile 390K, Smartwatch 90K, Headphones 72K.
Target. Copy the red/green city chart from your Lab 20 page and paste it below (choose Keep if asked about syncing). Its title should read "2 of 4 cities below target".
Slicer. Add a Slicer with DateTable[Year], style Tile, in the top-right corner.
Click 2026 in the slicer.

What you should see: cards 484K, 94K, 19.42%, 8. Product bars: Laptop 300K, Mobile 135K, Smartwatch 25K, Headphones 24K. Clear the slicer afterwards.
Add a text box at the top: Sales summary – Maharashtra stores (sample data). Pick one theme in View → Themes and remove borders and shadows.
Phone layout. Click View → Mobile layout. Drag from the right panel onto the phone canvas: first the 4 cards (two rows of two), then the slicer, then the target chart, then the line chart. Leave the product chart out to keep it short.

What you should see: a tall phone-shaped canvas with cards at the top. Click View → Mobile layout again to return.
Check the page against the brief: each of the 5 questions has a visual. Save.

Ravindra Bagale's Tip

Before you say "done", read your page as the director would, question by question from her brief, and point at the visual that answers each one. If you cannot point within a second, move or rename that visual. And write "sample data" in the title of any portfolio report, always. Brief vachaa, mag sabmit kara!

Common mistakes

Mistake	What happens	Fix
Margin % shown as 0.20	Looks like a tiny number	Measure tools → % format
Cards in different sizes and heights	The page looks unfinished	Same size; Align top and Distribute horizontally
Line chart without Year in Legend	One long line mixing 2025 and 2026 months	Put DateTable[Year] in Legend
Phone layout not made	On a phone, the page appears tiny and unreadable	View → Mobile layout and place the key visuals
Slicer left on 2026 when saving	The director opens it and sees only half the data	Clear slicers before saving
No "sample data" note	Someone mistakes it for real company numbers	Say "sample data" in the title

Self-check checklist

My page has 4 cards, a line chart, a product chart, the red/green city chart and a Year slicer.
All years: 1.30M, 262.50K, 20.16%, 24.
2026: 484K, 94K, 19.42%, 8.
I made a phone layout with the cards first.
Every one of the 5 brief questions has a visual.

0 of 5 done

Try-at-home challenge

The director adds a sixth question: "How does 2026 compare with the same months of 2025?" (2026 data only covers January to June.) Add one card that answers it. Hint: compare the same six months, not the full year.

Check your answer

Sales H1 2025 = CALCULATE ( [Total Sales], DATESBETWEEN ( DateTable[Date], DATE ( 2025, 1, 1 ), DATE ( 2025, 6, 30 ) ) )
Sales H1 2026 = CALCULATE ( [Total Sales], DATESBETWEEN ( DateTable[Date], DATE ( 2026, 1, 1 ), DATE ( 2026, 6, 30 ) ) )
H1 Growth % = DIVIDE ( [Sales H1 2026] - [Sales H1 2025], [Sales H1 2025] )

H1 2025 = 475,000, H1 2026 = 484,000, growth = +1.9%. Comparing 484,000 with the full 2025 (818,000) would wrongly suggest a 41% fall. In Lab 31 you will do the same with SAMEPERIODLASTYEAR.

Samjla ka? Brief → measures → KPI row → trend → breakdown → slicer → phone layout. Aata pudhe jaauya: publish it to the Power BI Service, pin a dashboard and schedule a refresh.