PORTFOLIO / COMMERCIAL ANALYTICS
Power BI · DAX · Star schema · Like-for-like YTD · DAX-driven narrative
Aster & Row is a fictional home and lifestyle retailer that is growing fast. Is that growth turning into margin, and where are returns eating into it?
Star schema: an order-line Sales fact with Calendar, Products and Customers dimensions. The monthly plan sits at a different grain and is linked with TREATAS, not many-to-many relationships.
Like-for-like periods: year-to-date logic that rolls forward on refresh, so every year-on-year figure compares the same months.
Self-updating narrative: headlines and callouts are DAX measures, so the story stays true under any filter.
Three pages: Executive view, Product detail, and a How I built it page that documents the model, DAX and definitions.
Revenue is 3.5% ahead of plan year to date, but the lead has narrowed every month since January.
Apparel holds 58% of margin at risk on 34% of sales, with a 20.6% return rate.
Linen Wrap Dress is returned 29% of the time across every colourway.
Fit issues drive more return value than quality concerns (29% vs 27%).
US Retail is the only segment clearly behind plan (−10%).
Fix sizing first: clearer size guidance on Apparel, starting with Linen Wrap Dress.
Review US Retail before Q4, when the plan steps up.
Watch Accessories, where the return rate is rising fastest.
All data is fictional and was generated for portfolio use. Use the tabs inside the report to explore each page.
Energy Operations: generation, availability and maintenance for a fictional wind and solar fleet.