# power-bi-retail-analytics-salespulse360

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

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 654 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-salespulse360/SKILL.md
- Updated: 2026-10-09
- HTML: https://affpapa.org/en/nevibecode/skills/power-bi-retail-analytics-salespulse360

## What it 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.

## 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-salespulse360 -a claude-code
```

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

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-salespulse360 -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/power-bi-retail-analytics-salespulse360/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-salespulse360 -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/power-bi-retail-analytics-salespulse360/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-salespulse360
```

2. **Manually: put the files in place**
- File: `.github/skills/power-bi-retail-analytics-salespulse360/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add reason-machines/data-skills --skill power-bi-retail-analytics-salespulse360 -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/reason-machines/data-skills --path skills/power-bi-retail-analytics-salespulse360
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/power-bi-retail-analytics-salespulse360/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-salespulse360 -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-salespulse360/SKILL.md

## When to use it
- 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
- 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

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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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