Project requirements for Intermediate Level
Project Requirements & Architecture for Intermediate Level
At the intermediate level, business intelligence engineering transitions from ad-hoc charts to enterprise reporting architecture. In real organizations, business executives do not care simply about pretty visuals; they rely on data models to track quarterly KPIs, monitor financial burn rates, identify high-risk customer churn, and enforce strict departmental security.
1. Enterprise Business Requirements Specification
Every professional Power BI project starts with a Business Requirements Document (BRD). Below are the five mandatory architectural standards required for all intermediate projects:
2. The Star Schema Mandate
The number one reason Power BI reports become sluggish, inaccurate, or fail to calculate correctly is the use of a single flat table or an unstructured "spider-web" schema.
Star Schema Architecture
A star schema separates data into two distinct table types:
- 1Fact Tables (Center of the Star):
- Contain numerical metrics, quantitative measurements, and transactional events (e.g.,
SalesAmount,QuantitySold,DiscountAmount). - Possess high row counts and foreign keys (
CustomerID,ProductID,DateKey).
- 1Dimension Tables (Points of the Star):
- Contain descriptive business context used for slicing, dicing, and grouping (e.g.,
CustomerName,ProductCategory,CalendarYear). - Possess primary keys with unique, distinct values.
3. Dataset Architecture for Intermediate Projects
Throughout this course, you will work with real business datasets stored in public/downloads/datasets/:
superstore_sales_analytics.csv: Contains multi-region retail orders with dimensions for Customer Segment, Category, and Shipping Modes.customer_churn_telecom.csv: Contains telecommunication customer retention records with monthly fees, tenure, and payment channels.retail_store_database.sql: A complete 4-table relational database for direct query and ETL pipelines.
4. Key Performance Indicators (KPIs) to Implement
Your intermediate models will implement industry-standard corporate KPIs:
| KPI Metric | Business Objective | Required DAX Pattern |
|---|---|---|
| YoY Sales Growth % | Measures sales acceleration compared to the same period in the prior fiscal year. | DIVIDE([Sales] - [Sales SPLY], [Sales SPLY]) |
| Customer Retention Rate | Tracks percentage of active subscribers retained month-over-month. | DIVIDE([Retained Customers], [Active Customers PM]) |
| Gross Margin % | Evaluates profitability efficiency after cost of goods sold. | DIVIDE([Total Gross Profit], [Total Revenue], 0) |
| Top 10 Contribution % | Assesses revenue concentration risk across top customers. | CALCULATE([Total Sales], TOPN(10, ...)) |
Multiple Choice Questions
Time Intelligence Functions
Continue learning with hands-on practice, examples, and exercises in the upcoming topic.
Related Lessons
| Previous Lesson | Next Lesson |
|---|---|
| Quick recap of Import, Modeling, DAX | Time Intelligence Functions |
Practice Quiz
Test your understanding of this lesson with 5 questions. Each question has one correct answer.