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power-bi-retail-analytics-dashboard — Claude Code skill

This skill helps an agent build and tune a Power BI retail dashboard for sales, profit, regional views, forecasts, and KPI alerts.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-dashboard -a claude-code
Open on GitHub

What power-bi-retail-analytics-dashboard does

The skill works with the SalesPulse 360 project. It turns retail sales data into an interactive Power BI report with views by region, product category, customer segment, and time period. Users can move from summary metrics to individual transactions, use a 12-month forecast, and receive alerts when selected KPI limits are crossed.

Its setup combines a star-schema model, Power Query transformations, and DAX measures for sales, margin, year-over-year change, and customer retention. Alert values can be changed through the ConfigSettings table. The project also supports scheduled refresh through Power BI Service and localized currency and date formats.

Power BI Desktop version 2.120 or later is required. Publishing the report and running scheduled refreshes requires a Power BI Service account, and moving the CSV file means updating its source path in Power BI.

What it helps with

  • build a retail Power BI report from sales data
  • compare profit across regions and product categories
  • add a 12-month sales forecast
  • configure margin and return-rate alerts
  • trace a metric from a summary view to one transaction

Example prompts for the agent

  • Build the SalesPulse 360 dashboard from the sales data and break profit down by region.
  • Set up a 12-month sales forecast in Power BI and alert on the margin and return-rate limits.
  • Inspect the data model and DAX measures, then prepare the report for Power BI Service publishing.

How to install power-bi-retail-analytics-dashboard

1Skills CLI (Vercel)

npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-dashboard -a claude-code

2Manually: put the files in place

~/.claude/skills/power-bi-retail-analytics-dashboard/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/power-bi-retail-analytics-dashboard/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about power-bi-retail-analytics-dashboard

How do I install power-bi-retail-analytics-dashboard in Claude Code?

Run npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-dashboard -a claude-code, then check ~/.claude/skills/power-bi-retail-analytics-dashboard/SKILL.md.

What does power-bi-retail-analytics-dashboard do?

It helps an agent create and configure a Power BI dashboard for retail sales, profit, and regional analysis. Forecasts, KPI alerts, drill-down views, and report refresh are part of the workflow.

What is required to use this skill?

You need Power BI Desktop version 2.120 or later. A Power BI Service account is needed for publishing and scheduled report refreshes.

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