# power-bi-retail-analytics-dashboard

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

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 379 installs · ★ 5
- Author: reason-machines
- License: LicenseRef-Unknown · policy=link-only · description only; the file stays with the author
- Source: https://github.com/reason-machines/data-skills/tree/HEAD/skills/power-bi-retail-analytics-dashboard/SKILL.md
- Updated: 2026-10-09
- HTML: https://affpapa.org/en/nevibecode/skills/power-bi-retail-analytics-dashboard

## What it 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.

## Requirements
- Works with: Power BI

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-dashboard -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.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/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-dashboard -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/power-bi-retail-analytics-dashboard/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-dashboard -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/power-bi-retail-analytics-dashboard/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install reason-machines/data-skills power-bi-retail-analytics-dashboard
```

2. **Manually: put the files in place**
- File: `.github/skills/power-bi-retail-analytics-dashboard/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-dashboard -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/reason-machines/data-skills --path skills/power-bi-retail-analytics-dashboard
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/power-bi-retail-analytics-dashboard/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-dashboard -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/reason-machines/data-skills/tree/HEAD/skills/power-bi-retail-analytics-dashboard/SKILL.md

## When to use it
- 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
- 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.

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From the same set: [reason-machines/data-skills](https://affpapa.org/en/nevibecode/by/reason-machines/data-skills.md) — 74 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md