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Financial Sample “Montana” Dataset

This Montana data represents fictional sales transactions by country, product, segment, and date. There are about 700 rows.

Data Description

The data is available as an Excel file with two versions

The spreadsheet does have a separate documentation sheet.

This has four datasets: the main dataset, Store, and three related lookup datasets; Product, Country and Segment.

The Store dataset has about 700 transactions over a 2 year period. The company sells about six different types of product to customers in about 5 countries. The data has some categorical fields such as Country, Segment and Product that we may want to group by. It also has some numeric fields, such as Quantity and Discount, that we may want to aggregate (sum or count).

The data also has a few other important columns

In the Store data, we need to create three new columns. These are:

For the Power BI labs, a separate Dates table is available here.

Learning Objectives

This dataset can be used in labs to teach:

Suggested Approach for Power BI labs

Create a [Sales] measure as SUM(Transaction[Sales]).

Create a small multiples column chart to get familiar with the data:

Add the date table to the star schema.

Use Visual Calculations to create calculations: