power-bi-sales-analytics-dashboard — Claude Code skill
Builds a Power BI sales dashboard with regional views, profit metrics, forecasts, and KPI tracking. Useful for retail transaction analysis.
npx skills add reason-machines/data-skills --skill power-bi-sales-analytics-dashboard -a claude-codeWhat power-bi-sales-analytics-dashboard does
This skill guides the creation of an interactive Power BI dashboard from sales data. It covers regional comparisons, profit and margin measures, KPI views, trend-based sales forecasts, and alerts for weak performance. The framework also includes regional access rules, multilingual display support, and layouts intended for desktop and tablet use.
The setup uses Power Query M for data preparation and DAX for measures such as year-over-year growth, rolling sales, regional comparison, and margin flags. A Power BI Desktop installation at version 2.120 or later is required, along with the Global Superstore dataset or similar retail transactions. Publishing and scheduled refresh require a Power BI Service account. Without Power BI Desktop 2.120, the dashboard setup cannot run.
What it helps with
- build a sales dashboard from retail transactions
- compare profit and margin across regions
- calculate core sales and order KPIs
- forecast sales from historical trends
- flag regions with weak margins
Example prompts for the agent
- Create an interactive Power BI sales dashboard with regional analysis.
- Add profit margin, average order value, and year-over-year sales measures.
- Set up a sales forecast and flag margins below the configured threshold.
How to install power-bi-sales-analytics-dashboard
1Skills CLI (Vercel)
npx skills add reason-machines/data-skills --skill power-bi-sales-analytics-dashboard -a claude-code2Manually: put the files in place
~/.claude/skills/power-bi-sales-analytics-dashboard/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/power-bi-sales-analytics-dashboard/
1Skills CLI (Vercel)
npx skills add reason-machines/data-skills --skill power-bi-sales-analytics-dashboard -a codex2Manually: put the files in place
.agents/skills/power-bi-sales-analytics-dashboard/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add reason-machines/data-skills --skill power-bi-sales-analytics-dashboard -a cursor2Manually: put the files in place
.cursor/skills/power-bi-sales-analytics-dashboard/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install reason-machines/data-skills power-bi-sales-analytics-dashboard2Manually: put the files in place
.github/skills/power-bi-sales-analytics-dashboard/SKILL.md1Skills CLI (Vercel)
npx skills add reason-machines/data-skills --skill power-bi-sales-analytics-dashboard -a gemini-cli2Platform CLI
gemini skills install https://github.com/reason-machines/data-skills --path skills/power-bi-sales-analytics-dashboardManually: put the files in place
.devin/skills/power-bi-sales-analytics-dashboard/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add reason-machines/data-skills --skill power-bi-sales-analytics-dashboard -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about power-bi-sales-analytics-dashboard
How do I install power-bi-sales-analytics-dashboard in Claude Code?
Run npx skills add reason-machines/data-skills --skill power-bi-sales-analytics-dashboard -a claude-code, then check ~/.claude/skills/power-bi-sales-analytics-dashboard/SKILL.md.
What does power-bi-sales-analytics-dashboard do?
It guides a Power BI sales dashboard with regional analysis, profit and KPI measures, historical forecasting, and margin alerts.
What is required to use this skill?
You need Power BI Desktop 2.120 or later plus the Global Superstore dataset or comparable retail transaction data. A Power BI Service account is needed for publishing and scheduled refresh.
