Sale Discounts

This is a Club Prophet Executive Report v4 – Power BI or PBI Power Business Intelligence – a reporting tool from Microsoft.

Note: Samples are using demo data and do not reflect real world data.

Sale Discounts

The Sale Discounts report will show the total sales (extended price – no tax) and the total discounts given for those sales per the date range supplied.  The graph will then breakdown those discounts by general ledger description.  By using the Drill-Downbutton you can also see that breakdown by sale category and the reason given for the discounts.

The default review for the report is at the General Ledger Description level.  By using the Drill-Down control,

you can drill down to see the breakdown by Sale Category Description:

Clicking the Drill-Down control again will show you the Reasons for the discounts:

FILTERS

There are various filters you can use to narrow down the data.  Filters are the gold background controls as well as the Filters right hand sidebar.

 

Tips

• Filters which are the gold back color controls on the report allow you to pick from a list.  Hold down the Ctrl key on the keyboard to select multiple items.
• If you want to search for a particular value, use the filters in the right pane menu.  They will have a search box in addition to a list of the items.
• Use the Advanced option in the right menu panel for advanced search options.
• Use the three dots […] in the top right of a visual for more options like Export data.

• Use the Help button to open the user guide for any given report .