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power-bi-retail-analytics-salespulse360 — Claude Code skill

Deploys and tunes the SalesPulse 360 Power BI retail dashboard for revenue tracking, regional margins, and predictive forecasting with AI assistance.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-salespulse360 -a claude-code
Open on GitHub

What power-bi-retail-analytics-salespulse360 does

This skill guides AI agents through unpacking and configuring the SalesPulse360.pbix retail analytics template. The template runs on Global Superstore data. It covers Power Query M scripts to connect local CSV files or production SQL Server tables.

The report includes DAX measures for sales growth. Margin alerts rely on parameters from a dedicated Settings table. It also defines row-level security filters for regional access roles.

Opening the report requires Power BI Desktop version 2.120 or newer. Publishing and scheduling refreshes also need a Power BI Service Pro or Premium account.

What it helps with

  • switch Power Query data ingestion from sample CSV files to SQL Server
  • calibrate margin and return alert triggers inside the Settings table
  • define region-based row-level security roles in DAX
  • prepare scheduled dataset refreshes for Power BI Service

Example prompts for the agent

  • Adjust the profit margin alert cutoff in the SalesPulse 360 settings table
  • Update the M query in SalesPulse360.pbix to pull from Azure SQL instead of CSV
  • Help me define RLS roles for regional sales leads in Power BI Desktop

How to install power-bi-retail-analytics-salespulse360

1Skills CLI (Vercel)

npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-salespulse360 -a claude-code

2Manually: put the files in place

~/.claude/skills/power-bi-retail-analytics-salespulse360/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/power-bi-retail-analytics-salespulse360/

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

Questions about power-bi-retail-analytics-salespulse360

How to install power-bi-retail-analytics-salespulse360 in Claude Code?

Run npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-salespulse360 -a claude-code in your terminal. This configures the skill inside ~/.claude/skills/power-bi-retail-analytics-salespulse360/.

What does power-bi-retail-analytics-salespulse360 do?

It guides developers through deploying the SalesPulse 360 retail dashboard in Power BI, adjusting DAX calculations, and setting up row-level security.

What software is needed to run the dashboard?

You must have Power BI Desktop version 2.120 or higher. Cloud publishing and scheduled synchronization require a Power BI Service Pro or Premium license.

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