# power-bi-salespulse-360-dashboard

A skill that walks your agent through building the SalesPulse 360 retail dashboard in Power BI: sales, profit, regions and a 12-month forecast.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 656 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-salespulse-360-dashboard/SKILL.md
- Updated: 2026-10-09
- HTML: https://affpapa.org/en/nevibecode/skills/power-bi-salespulse-360-dashboard

## What it does

The skill guides an agent through assembling the SalesPulse 360 dashboard in Power BI Desktop. It ships a star schema: a `Sales` fact table plus `Calendar`, `Geography`, `Product` and `Customer` dimensions, with the relationships already spelled out.

DAX measures come along too — total sales and profit, profit margin percentage, period-over-period comparison, a moving annual total, and an alert flag tied to a margin threshold. Power Query M steps clean column names, parse dates, replace nulls and build the geography hierarchy. Alert thresholds live in `ConfigThresholds.csv`, so you edit them to match your own numbers.

You need Power BI Desktop 2.120 or higher and the Global Superstore dataset, which is bundled in the repository as a CSV. Smooth performance calls for at least 8GB of RAM. Below that, check whether your machine can handle the transformation before opening `SalesPulse360.pbix`.

## 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-salespulse-360-dashboard -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/power-bi-salespulse-360-dashboard/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/power-bi-salespulse-360-dashboard/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add reason-machines/data-skills --skill power-bi-salespulse-360-dashboard -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/power-bi-salespulse-360-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-salespulse-360-dashboard -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/power-bi-salespulse-360-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-salespulse-360-dashboard
```

2. **Manually: put the files in place**
- File: `.github/skills/power-bi-salespulse-360-dashboard/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add reason-machines/data-skills --skill power-bi-salespulse-360-dashboard -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/reason-machines/data-skills --path skills/power-bi-salespulse-360-dashboard
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/power-bi-salespulse-360-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-salespulse-360-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-salespulse-360-dashboard/SKILL.md

## When to use it
- build a retail dashboard in Power BI from scratch
- calculate profit margin by region and category
- set up alerts when profit drops
- add a 12-month sales forecast
- model the Global Superstore dataset as a star schema

## Example prompts
- Help me set up the SalesPulse 360 dashboard in Power BI
- Add DAX measures for profit margin and year-over-year comparison
- Configure the alert thresholds in ConfigThresholds.csv

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From the same set: [reason-machines/data-skills](https://affpapa.org/en/nevibecode/by/reason-machines/data-skills.md) — 22 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