@luquimbo/bi-superpowers 1.0.0

package/library/examples/retail-analytics/measures.dax

@@ -0,0 +1,481 @@
+// ============================================================================
+// RETAIL ANALYTICS - DAX MEASURE LIBRARY
+// ============================================================================
+// Organized by category for easy navigation and maintenance
+// All measures follow BI Agent Superpowers naming conventions
+// ============================================================================
+
+
+// ----------------------------------------------------------------------------
+// BASE MEASURES
+// ----------------------------------------------------------------------------
+
+Revenue =
+SUM(FactSales[Amount])
+
+Cost =
+SUMX(
+    FactSales,
+    FactSales[Quantity] * RELATED(DimProduct[UnitCost])
+)
+
+Profit =
+[Revenue] - [Cost]
+
+Profit Margin % =
+DIVIDE([Profit], [Revenue])
+
+Quantity =
+SUM(FactSales[Quantity])
+
+Transactions =
+COUNTROWS(FactSales)
+
+Avg Order Value =
+DIVIDE([Revenue], [Transactions])
+
+Avg Unit Price =
+DIVIDE([Revenue], [Quantity])
+
+
+// ----------------------------------------------------------------------------
+// TIME INTELLIGENCE - YEAR-TO-DATE
+// ----------------------------------------------------------------------------
+
+Revenue YTD =
+TOTALYTD([Revenue], DimDate[Date])
+
+Profit YTD =
+TOTALYTD([Profit], DimDate[Date])
+
+Quantity YTD =
+TOTALYTD([Quantity], DimDate[Date])
+
+
+// ----------------------------------------------------------------------------
+// TIME INTELLIGENCE - PRIOR YEAR
+// ----------------------------------------------------------------------------
+
+Revenue PY =
+CALCULATE(
+    [Revenue],
+    SAMEPERIODLASTYEAR(DimDate[Date])
+)
+
+Profit PY =
+CALCULATE(
+    [Profit],
+    SAMEPERIODLASTYEAR(DimDate[Date])
+)
+
+Revenue YTD PY =
+CALCULATE(
+    [Revenue YTD],
+    SAMEPERIODLASTYEAR(DimDate[Date])
+)
+
+
+// ----------------------------------------------------------------------------
+// TIME INTELLIGENCE - GROWTH RATES
+// ----------------------------------------------------------------------------
+
+Revenue YoY % =
+VAR _Current = [Revenue]
+VAR _PY = [Revenue PY]
+RETURN
+    DIVIDE(_Current - _PY, _PY)
+
+Revenue YoY Var =
+[Revenue] - [Revenue PY]
+
+Profit YoY % =
+VAR _Current = [Profit]
+VAR _PY = [Profit PY]
+RETURN
+    DIVIDE(_Current - _PY, _PY)
+
+Revenue YTD YoY % =
+VAR _Current = [Revenue YTD]
+VAR _PY = [Revenue YTD PY]
+RETURN
+    DIVIDE(_Current - _PY, _PY)
+
+
+// ----------------------------------------------------------------------------
+// TIME INTELLIGENCE - ROLLING PERIODS
+// ----------------------------------------------------------------------------
+
+Revenue R3M =
+CALCULATE(
+    [Revenue],
+    DATESINPERIOD(DimDate[Date], MAX(DimDate[Date]), -3, MONTH)
+)
+
+Revenue R12M =
+CALCULATE(
+    [Revenue],
+    DATESINPERIOD(DimDate[Date], MAX(DimDate[Date]), -12, MONTH)
+)
+
+Revenue R3M Avg =
+AVERAGEX(
+    DATESINPERIOD(DimDate[Date], MAX(DimDate[Date]), -3, MONTH),
+    [Revenue]
+)
+
+
+// ----------------------------------------------------------------------------
+// TIME INTELLIGENCE - MONTH COMPARISONS
+// ----------------------------------------------------------------------------
+
+Revenue PM =
+CALCULATE(
+    [Revenue],
+    PREVIOUSMONTH(DimDate[Date])
+)
+
+Revenue MoM % =
+VAR _Current = [Revenue]
+VAR _PM = [Revenue PM]
+RETURN
+    DIVIDE(_Current - _PM, _PM)
+
+
+// ----------------------------------------------------------------------------
+// RANKINGS
+// ----------------------------------------------------------------------------
+
+Product Rank =
+IF(
+    HASONEVALUE(DimProduct[ProductName]),
+    RANKX(
+        ALL(DimProduct[ProductName]),
+        [Revenue],
+        ,
+        DESC,
+        DENSE
+    )
+)
+
+Store Rank =
+IF(
+    HASONEVALUE(DimStore[StoreName]),
+    RANKX(
+        ALL(DimStore[StoreName]),
+        [Revenue],
+        ,
+        DESC,
+        DENSE
+    )
+)
+
+Customer Rank =
+IF(
+    HASONEVALUE(DimCustomer[CustomerName]),
+    RANKX(
+        ALL(DimCustomer[CustomerName]),
+        [Revenue],
+        ,
+        DESC,
+        DENSE
+    )
+)
+
+Category Rank =
+IF(
+    HASONEVALUE(DimProduct[Category]),
+    RANKX(
+        ALL(DimProduct[Category]),
+        [Revenue],
+        ,
+        DESC,
+        DENSE
+    )
+)
+
+
+// ----------------------------------------------------------------------------
+// TOP N CALCULATIONS
+// ----------------------------------------------------------------------------
+
+Revenue Top 10 Products =
+CALCULATE(
+    [Revenue],
+    TOPN(10, ALL(DimProduct[ProductName]), [Revenue], DESC)
+)
+
+Revenue Top 5 Customers =
+CALCULATE(
+    [Revenue],
+    TOPN(5, ALL(DimCustomer[CustomerName]), [Revenue], DESC)
+)
+
+Revenue Top 3 Stores =
+CALCULATE(
+    [Revenue],
+    TOPN(3, ALL(DimStore[StoreName]), [Revenue], DESC)
+)
+
+// Percentage of top 10 products
+Top 10 Products % =
+DIVIDE(
+    [Revenue Top 10 Products],
+    CALCULATE([Revenue], ALL(DimProduct))
+)
+
+
+// ----------------------------------------------------------------------------
+// PERCENTAGES & RATIOS
+// ----------------------------------------------------------------------------
+
+Revenue % of Total =
+DIVIDE(
+    [Revenue],
+    CALCULATE([Revenue], ALL(FactSales))
+)
+
+Revenue % of Category =
+DIVIDE(
+    [Revenue],
+    CALCULATE([Revenue], ALLEXCEPT(DimProduct, DimProduct[Category]))
+)
+
+Revenue % of Store =
+DIVIDE(
+    [Revenue],
+    CALCULATE([Revenue], ALLEXCEPT(DimStore, DimStore[StoreName]))
+)
+
+Revenue % of Region =
+DIVIDE(
+    [Revenue],
+    CALCULATE([Revenue], ALLEXCEPT(DimStore, DimStore[Region]))
+)
+
+
+// ----------------------------------------------------------------------------
+// CUSTOMER METRICS
+// ----------------------------------------------------------------------------
+
+Customer Count =
+DISTINCTCOUNT(FactSales[CustomerKey])
+
+New Customers =
+VAR _CurrentPeriodStart = MIN(DimDate[Date])
+RETURN
+    CALCULATE(
+        DISTINCTCOUNT(FactSales[CustomerKey]),
+        FILTER(
+            ALL(DimCustomer),
+            DimCustomer[JoinDate] >= _CurrentPeriodStart
+        )
+    )
+
+Repeat Customers =
+VAR _CustomersThisPeriod = VALUES(FactSales[CustomerKey])
+VAR _CustomersWithHistory =
+    FILTER(
+        _CustomersThisPeriod,
+        CALCULATE(
+            COUNTROWS(FactSales),
+            ALLEXCEPT(FactSales, FactSales[CustomerKey]),
+            DimDate[Date] < MIN(DimDate[Date])
+        ) > 0
+    )
+RETURN
+    COUNTROWS(_CustomersWithHistory)
+
+Revenue per Customer =
+DIVIDE([Revenue], [Customer Count])
+
+
+// ----------------------------------------------------------------------------
+// PRODUCT METRICS
+// ----------------------------------------------------------------------------
+
+Product Count =
+DISTINCTCOUNT(FactSales[ProductKey])
+
+Active Products =
+CALCULATE(
+    DISTINCTCOUNT(DimProduct[ProductKey]),
+    DimProduct[IsActive] = TRUE()
+)
+
+Units per Transaction =
+DIVIDE([Quantity], [Transactions])
+
+Basket Size =
+AVERAGEX(
+    VALUES(FactSales[SalesKey]),
+    CALCULATE(DISTINCTCOUNT(FactSales[ProductKey]))
+)
+
+
+// ----------------------------------------------------------------------------
+// STORE METRICS
+// ----------------------------------------------------------------------------
+
+Store Count =
+DISTINCTCOUNT(FactSales[StoreKey])
+
+Revenue per SqFt =
+DIVIDE(
+    [Revenue],
+    SUM(DimStore[SquareFeet])
+)
+
+Revenue per Employee =
+DIVIDE(
+    [Revenue],
+    SUM(DimStore[EmployeeCount])
+)
+
+
+// ----------------------------------------------------------------------------
+// CONDITIONAL FORMATTING MEASURES
+// ----------------------------------------------------------------------------
+
+Revenue YoY Color =
+VAR _YoY = [Revenue YoY %]
+RETURN
+    SWITCH(
+        TRUE(),
+        ISBLANK(_YoY), "#A3A3A3",     // Neutral gray
+        _YoY >= 0.1, "#166534",        // Dark green - exceeds 10%
+        _YoY >= 0, "#22C55E",          // Green - positive
+        _YoY >= -0.1, "#EAB308",       // Yellow - slightly down
+        "#991B1B"                       // Dark red - down >10%
+    )
+
+Profit Margin Color =
+VAR _Margin = [Profit Margin %]
+RETURN
+    SWITCH(
+        TRUE(),
+        ISBLANK(_Margin), "#A3A3A3",
+        _Margin >= 0.25, "#166534",     // High margin
+        _Margin >= 0.15, "#22C55E",     // Target margin
+        _Margin >= 0.10, "#EAB308",     // Low margin
+        "#991B1B"                        // Critical margin
+    )
+
+Trend Indicator =
+VAR _YoY = [Revenue YoY %]
+RETURN
+    SWITCH(
+        TRUE(),
+        ISBLANK(_YoY), "•",
+        _YoY >= 0.1, "▲▲",
+        _YoY >= 0, "▲",
+        _YoY >= -0.1, "▼",
+        "▼▼"
+    )
+
+
+// ----------------------------------------------------------------------------
+// DISPLAY / HELPER MEASURES
+// ----------------------------------------------------------------------------
+
+Revenue Display =
+VAR _Value = [Revenue]
+RETURN
+    IF(
+        _Value >= 1000000,
+        FORMAT(_Value / 1000000, "$#,##0.0") & "M",
+        IF(
+            _Value >= 1000,
+            FORMAT(_Value / 1000, "$#,##0.0") & "K",
+            FORMAT(_Value, "$#,##0")
+        )
+    )
+
+Revenue YoY Display =
+VAR _YoY = [Revenue YoY %]
+RETURN
+    IF(
+        ISBLANK(_YoY),
+        "--",
+        IF(_YoY >= 0, "+", "") & FORMAT(_YoY, "0.0%")
+    )
+
+Selected Period =
+VAR _MinDate = MIN(DimDate[Date])
+VAR _MaxDate = MAX(DimDate[Date])
+RETURN
+    FORMAT(_MinDate, "MMM D, YYYY") & " - " & FORMAT(_MaxDate, "MMM D, YYYY")
+
+Last Refresh =
+"Last updated: " & FORMAT(NOW(), "MMM D, YYYY h:mm AM/PM")
+
+
+// ----------------------------------------------------------------------------
+// DATA QUALITY CHECKS
+// ----------------------------------------------------------------------------
+
+_Data Quality Sales =
+VAR _TotalRows = COUNTROWS(FactSales)
+VAR _NullAmount = CALCULATE(COUNTROWS(FactSales), ISBLANK(FactSales[Amount]))
+VAR _NegativeAmount = CALCULATE(COUNTROWS(FactSales), FactSales[Amount] < 0)
+RETURN
+    "Total: " & _TotalRows &
+    " | Null Amounts: " & _NullAmount &
+    " | Negative: " & _NegativeAmount
+
+_Missing Keys =
+VAR _OrphanProducts =
+    COUNTROWS(
+        FILTER(
+            FactSales,
+            ISBLANK(RELATED(DimProduct[ProductName]))
+        )
+    )
+VAR _OrphanCustomers =
+    COUNTROWS(
+        FILTER(
+            FactSales,
+            ISBLANK(RELATED(DimCustomer[CustomerName]))
+        )
+    )
+RETURN
+    "Orphan Products: " & _OrphanProducts &
+    " | Orphan Customers: " & _OrphanCustomers
+
+
+// ============================================================================
+// MEASURE ORGANIZATION
+// ============================================================================
+// Create Display Folders in Power BI:
+//
+// 📊 Base Metrics
+//    - Revenue, Cost, Profit, Profit Margin %, Quantity, Transactions, AOV
+//
+// 📅 Time Intelligence
+//    - YTD: Revenue YTD, Profit YTD, Quantity YTD
+//    - Prior Year: Revenue PY, Profit PY, Revenue YTD PY
+//    - Growth: Revenue YoY %, Revenue YoY Var, Profit YoY %, Revenue YTD YoY %
+//    - Rolling: Revenue R3M, Revenue R12M, Revenue R3M Avg
+//    - Month: Revenue PM, Revenue MoM %
+//
+// 🏆 Rankings
+//    - Product Rank, Store Rank, Customer Rank, Category Rank
+//
+// 🎯 Top N
+//    - Revenue Top 10 Products, Revenue Top 5 Customers, Revenue Top 3 Stores
+//
+// 📈 Percentages
+//    - Revenue % of Total, Revenue % of Category, Revenue % of Store
+//
+// 👤 Customer
+//    - Customer Count, New Customers, Repeat Customers, Revenue per Customer
+//
+// 🏪 Store
+//    - Store Count, Revenue per SqFt, Revenue per Employee
+//
+// 🎨 Formatting
+//    - Revenue YoY Color, Profit Margin Color, Trend Indicator
+//
+// 🔧 Helpers (Hidden)
+//    - Revenue Display, Selected Period, Last Refresh
+//    - _Data Quality Sales, _Missing Keys
+// ============================================================================

package/library/examples/supply-chain/README.md

@@ -0,0 +1,37 @@
+# Supply Chain Analytics Example
+
+Reference implementation for a supply chain Power BI model.
+
+## Business Context
+
+Track inventory levels, supplier performance, lead times, and fulfillment rates across warehouses and distribution centers.
+
+## Key Metrics
+
+| Metric | Description |
+|--------|-------------|
+| Fill Rate | % of orders fulfilled completely |
+| Inventory Turnover | How often inventory is sold and replaced |
+| Days of Supply | Days of inventory remaining at current demand |
+| On-Time Delivery | % of orders delivered by promised date |
+| Supplier Lead Time | Average days from PO to receipt |
+| Stockout Rate | % of SKUs with zero inventory |
+| Carrying Cost | Cost to hold inventory per unit per period |
+
+## Data Model
+
+See [data-model.md](data-model.md) for the complete star schema design.
+
+## Files
+
+| File | Purpose |
+|------|---------|
+| `data-model.md` | Star schema with tables and relationships |
+| `measures.dax` | Core DAX measures for supply chain KPIs |
+
+## Report Pages
+
+1. **Executive Summary** — KPI cards, fill rate trend, top suppliers
+2. **Inventory Health** — Stock levels by warehouse, days of supply heatmap
+3. **Supplier Scorecard** — Lead time, quality, on-time delivery by supplier
+4. **Demand vs Supply** — Forecast accuracy, stockout risk analysis

package/library/examples/supply-chain/data-model.md

@@ -0,0 +1,69 @@
+# Supply Chain Data Model
+
+## Star Schema
+
+```
+                    ┌─────────────┐
+                    │  DimDate    │
+                    │─────────────│
+                    │ DateKey (PK)│
+                    │ Date        │
+                    │ Month       │
+                    │ Quarter     │
+                    │ Year        │
+                    │ FiscalMonth │
+                    │ FiscalYear  │
+                    └──────┬──────┘
+                           │
+┌─────────────┐    ┌───────┴───────┐    ┌──────────────┐
+│ DimSupplier │    │ FactInventory │    │ DimWarehouse │
+│─────────────│    │───────────────│    │──────────────│
+│ SupplierKey │◄───│ SupplierKey   │───►│ WarehouseKey │
+│ SupplierName│    │ WarehouseKey  │    │ WarehouseName│
+│ Country     │    │ ProductKey    │    │ Region       │
+│ LeadTimeDays│    │ DateKey       │    │ Capacity     │
+│ Rating      │    │ QuantityOnHand│    │ Type         │
+└─────────────┘    │ QuantityOnOrder│   └──────────────┘
+                   │ ReorderPoint  │
+┌─────────────┐    │ UnitCost      │    ┌──────────────┐
+│ DimProduct  │    │ DaysOfSupply  │    │ FactOrders   │
+│─────────────│    └───────────────┘    │──────────────│
+│ ProductKey  │◄────────────────────────│ ProductKey   │
+│ ProductName │              │          │ CustomerKey  │
+│ Category    │              │          │ DateKey      │
+│ SubCategory │              ▼          │ WarehouseKey │
+│ SKU         │    ┌───────────────┐    │ Quantity     │
+│ UnitWeight  │    │FactPurchaseOrder│  │ ShipDate     │
+│ IsActive    │    │───────────────│    │ PromisedDate │
+└─────────────┘    │ POKey (PK)    │    │ IsOnTime     │
+                   │ SupplierKey   │    │ IsFilled     │
+                   │ ProductKey    │    └──────────────┘
+                   │ DateKey       │
+                   │ Quantity      │
+                   │ UnitCost      │
+                   │ ReceivedDate  │
+                   │ LeadTimeDays  │
+                   └───────────────┘
+```
+
+## Relationships
+
+| From | To | Cardinality | Direction |
+|------|----|-------------|-----------|
+| FactInventory[DateKey] | DimDate[DateKey] | Many-to-One | Single |
+| FactInventory[ProductKey] | DimProduct[ProductKey] | Many-to-One | Single |
+| FactInventory[SupplierKey] | DimSupplier[SupplierKey] | Many-to-One | Single |
+| FactInventory[WarehouseKey] | DimWarehouse[WarehouseKey] | Many-to-One | Single |
+| FactOrders[DateKey] | DimDate[DateKey] | Many-to-One | Single |
+| FactOrders[ProductKey] | DimProduct[ProductKey] | Many-to-One | Single |
+| FactOrders[WarehouseKey] | DimWarehouse[WarehouseKey] | Many-to-One | Single |
+| FactPurchaseOrder[DateKey] | DimDate[DateKey] | Many-to-One | Single |
+| FactPurchaseOrder[ProductKey] | DimProduct[ProductKey] | Many-to-One | Single |
+| FactPurchaseOrder[SupplierKey] | DimSupplier[SupplierKey] | Many-to-One | Single |
+
+## Notes
+
+- `FactInventory` is a periodic snapshot (daily snapshot of stock levels)
+- `FactOrders` tracks customer orders and fulfillment
+- `FactPurchaseOrder` tracks supplier orders and lead times
+- `DaysOfSupply` in FactInventory is pre-calculated for performance

package/library/examples/supply-chain/measures.dax

@@ -0,0 +1,77 @@
+// Supply Chain KPI Measures
+// ========================
+// Core measures for supply chain analytics model.
+
+// --- Inventory Metrics ---
+
+// Total units currently in stock across all warehouses
+TotalOnHand =
+SUM(FactInventory[QuantityOnHand])
+
+// Total units on order from suppliers
+TotalOnOrder =
+SUM(FactInventory[QuantityOnOrder])
+
+// Inventory turnover: how many times inventory is sold and replaced
+// Higher is better — indicates efficient inventory management
+InventoryTurnover =
+VAR _COGS = SUM(FactOrders[Quantity]) * AVERAGE(FactInventory[UnitCost])
+VAR _AvgInventory = AVERAGE(FactInventory[QuantityOnHand]) * AVERAGE(FactInventory[UnitCost])
+RETURN DIVIDE(_COGS, _AvgInventory)
+
+// Average days of supply remaining at current demand rate
+AvgDaysOfSupply =
+AVERAGE(FactInventory[DaysOfSupply])
+
+// Percentage of SKUs with zero inventory (stockout)
+StockoutRate =
+VAR _TotalSKUs = DISTINCTCOUNT(FactInventory[ProductKey])
+VAR _StockoutSKUs =
+    CALCULATE(
+        DISTINCTCOUNT(FactInventory[ProductKey]),
+        FactInventory[QuantityOnHand] = 0
+    )
+RETURN DIVIDE(_StockoutSKUs, _TotalSKUs)
+
+// --- Fulfillment Metrics ---
+
+// Fill rate: percentage of orders fulfilled completely
+FillRate =
+VAR _TotalOrders = COUNTROWS(FactOrders)
+VAR _FilledOrders = CALCULATE(COUNTROWS(FactOrders), FactOrders[IsFilled] = TRUE())
+RETURN DIVIDE(_FilledOrders, _TotalOrders)
+
+// On-time delivery rate
+OnTimeDeliveryRate =
+VAR _TotalOrders = COUNTROWS(FactOrders)
+VAR _OnTimeOrders = CALCULATE(COUNTROWS(FactOrders), FactOrders[IsOnTime] = TRUE())
+RETURN DIVIDE(_OnTimeOrders, _TotalOrders)
+
+// --- Supplier Metrics ---
+
+// Average supplier lead time in days
+AvgLeadTime =
+AVERAGE(FactPurchaseOrder[LeadTimeDays])
+
+// Supplier on-time rate (received by expected date)
+SupplierOnTimeRate =
+VAR _TotalPOs = COUNTROWS(FactPurchaseOrder)
+VAR _OnTimePOs =
+    CALCULATE(
+        COUNTROWS(FactPurchaseOrder),
+        FactPurchaseOrder[LeadTimeDays] <= RELATED(DimSupplier[LeadTimeDays])
+    )
+RETURN DIVIDE(_OnTimePOs, _TotalPOs)
+
+// --- Cost Metrics ---
+
+// Total inventory carrying cost (simplified: unitCost * quantity * holding rate)
+CarryingCost =
+SUMX(
+    FactInventory,
+    FactInventory[QuantityOnHand] * FactInventory[UnitCost] * 0.25 / 365
+)
+
+// Total purchase order value
+TotalPOValue =
+SUMX(FactPurchaseOrder, FactPurchaseOrder[Quantity] * FactPurchaseOrder[UnitCost])