@luquimbo/bi-superpowers 1.0.0

package/library/templates/power-bi/sales-dashboard.md

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+# Sales Dashboard Template
+
+## Overview
+
+A comprehensive sales analytics dashboard for tracking revenue, performance metrics, and sales trends across regions, products, and time periods.
+
+---
+
+## Target Audience
+
+- Sales Managers
+- Regional Directors
+- C-Level Executives
+- Revenue Operations Teams
+
+---
+
+## Data Requirements
+
+### Required Tables
+
+| Table | Description | Key Columns |
+|-------|-------------|-------------|
+| **FactSales** | Transaction-level sales data | SalesID, Date, ProductID, CustomerID, Quantity, UnitPrice, TotalAmount, Discount |
+| **DimDate** | Date dimension | Date, Year, Quarter, Month, MonthName, WeekNum, DayOfWeek, IsWeekend, IsHoliday |
+| **DimProduct** | Product master | ProductID, ProductName, Category, SubCategory, Brand, UnitCost |
+| **DimCustomer** | Customer master | CustomerID, CustomerName, Segment, Region, Country, City |
+| **DimSalesRep** | Sales representative | SalesRepID, Name, Team, Manager, HireDate |
+
+### Optional Tables
+
+| Table | Description | Use Case |
+|-------|-------------|----------|
+| **FactTargets** | Sales targets | Target vs Actual comparison |
+| **DimGeography** | Geographic hierarchy | Map visualizations |
+| **FactReturns** | Product returns | Net sales calculation |
+
+---
+
+## Recommended Measures
+
+### Core Sales Metrics
+
+```dax
+// Total Revenue
+Total Revenue =
+SUM(FactSales[TotalAmount])
+
+// Total Quantity Sold
+Total Quantity =
+SUM(FactSales[Quantity])
+
+// Average Order Value
+Average Order Value =
+DIVIDE([Total Revenue], DISTINCTCOUNT(FactSales[SalesID]))
+
+// Total Cost
+Total Cost =
+SUMX(
+    FactSales,
+    FactSales[Quantity] * RELATED(DimProduct[UnitCost])
+)
+
+// Gross Profit
+Gross Profit =
+[Total Revenue] - [Total Cost]
+
+// Gross Margin %
+Gross Margin % =
+DIVIDE([Gross Profit], [Total Revenue])
+```
+
+### Time Intelligence
+
+```dax
+// Revenue YTD
+Revenue YTD =
+TOTALYTD([Total Revenue], DimDate[Date])
+
+// Revenue Previous Year
+Revenue PY =
+CALCULATE(
+    [Total Revenue],
+    SAMEPERIODLASTYEAR(DimDate[Date])
+)
+
+// Revenue YoY Growth %
+Revenue YoY % =
+DIVIDE(
+    [Total Revenue] - [Revenue PY],
+    [Revenue PY]
+)
+
+// Revenue MTD
+Revenue MTD =
+TOTALMTD([Total Revenue], DimDate[Date])
+
+// Revenue Rolling 12 Months
+Revenue R12M =
+CALCULATE(
+    [Total Revenue],
+    DATESINPERIOD(DimDate[Date], MAX(DimDate[Date]), -12, MONTH)
+)
+```
+
+### Target Comparison
+
+```dax
+// Target Amount
+Target Amount =
+SUM(FactTargets[TargetAmount])
+
+// Target Achievement %
+Target Achievement % =
+DIVIDE([Total Revenue], [Target Amount])
+
+// Variance to Target
+Variance to Target =
+[Total Revenue] - [Target Amount]
+```
+
+---
+
+## Page Structure
+
+### Page 1: Executive Summary
+
+**Purpose:** High-level KPIs and trends for leadership
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| Card | Top-left | Total Revenue (current period) |
+| Card | Top-center-left | Revenue YoY % with conditional arrow |
+| Card | Top-center-right | Gross Margin % |
+| Card | Top-right | Total Orders |
+| Line Chart | Middle-left (60% width) | Revenue trend by month with PY comparison |
+| Donut Chart | Middle-right (40% width) | Revenue by Region |
+| Clustered Bar | Bottom-left (50% width) | Top 10 Products by Revenue |
+| Table | Bottom-right (50% width) | Regional Summary with sparklines |
+
+**Slicers:**
+- Date range (relative date slicer)
+- Region (dropdown)
+- Product Category (dropdown)
+
+### Page 2: Sales Performance
+
+**Purpose:** Detailed sales rep and team performance
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| Matrix | Top (full width) | Sales Rep performance with Target, Actual, Variance, Achievement % |
+| Clustered Column | Middle-left | Monthly performance by team |
+| Scatter Chart | Middle-right | Sales Rep: Revenue vs Orders (bubble: margin) |
+| Waterfall | Bottom | Revenue bridge: Target to Actual |
+
+### Page 3: Product Analysis
+
+**Purpose:** Product performance and profitability
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| Treemap | Top-left | Revenue by Category > SubCategory |
+| Table | Top-right | Product details with conditional formatting |
+| Line & Clustered Column | Middle | Monthly trend: Revenue (bars) + Units (line) |
+| Scatter | Bottom-left | Price vs Volume analysis |
+| Matrix | Bottom-right | Category performance by region |
+
+### Page 4: Customer Insights
+
+**Purpose:** Customer segmentation and behavior
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| Card | Top row | Customer Count, New Customers, Avg Revenue per Customer |
+| Pie Chart | Middle-left | Revenue by Customer Segment |
+| Bar Chart | Middle-center | Top 10 Customers |
+| Map | Middle-right | Revenue by geography |
+| Table | Bottom | Customer detail with recency, frequency metrics |
+
+---
+
+## Visual Specifications
+
+### Color Palette (IBCS-inspired)
+
+| Purpose | Color | Usage |
+|---------|-------|-------|
+| Primary | #1B1B1B | Current period data |
+| Comparison | #A0A0A0 | Previous period / secondary |
+| Positive | #2E7D32 | Positive variance |
+| Negative | #C62828 | Negative variance |
+| Accent | #0078D4 | Highlights, selections |
+
+### Conditional Formatting Rules
+
+**For YoY/Variance columns:**
+```
+IF value >= 0 THEN background: light green, icon: up arrow
+IF value < 0 THEN background: light red, icon: down arrow
+```
+
+**For Achievement %:**
+```
+IF value >= 100% THEN green
+IF value >= 90% THEN yellow
+IF value < 90% THEN red
+```
+
+---
+
+## Interactivity
+
+### Cross-filtering
+
+- Region selection filters all pages
+- Product selection filters customer and sales views
+- Date selection filters all visuals
+
+### Drillthrough
+
+- Product drillthrough from any product visual to Product Detail page
+- Customer drillthrough from customer table to Customer 360 page
+- Sales Rep drillthrough to individual performance page
+
+### Bookmarks
+
+- "Current Year" - Resets all slicers to current year
+- "Comparison View" - Shows PY comparison charts
+- "Export View" - Simplified layout for PDF export
+
+---
+
+## Performance Optimization
+
+### Recommended Practices
+
+1. **Pre-aggregate** monthly summaries for trend charts
+2. **Use SUMMARIZE** for customer/product rollups
+3. **Limit card visuals** to 4-6 per page
+4. **Implement incremental refresh** for FactSales
+5. **Create calculation groups** for time intelligence reuse
+
+### Query Reduction
+
+```dax
+// Create a summary table for trends
+SalesSummary =
+SUMMARIZE(
+    FactSales,
+    DimDate[Year],
+    DimDate[MonthNum],
+    DimDate[MonthName],
+    DimProduct[Category],
+    DimCustomer[Region],
+    "Revenue", SUM(FactSales[TotalAmount]),
+    "Quantity", SUM(FactSales[Quantity]),
+    "Orders", DISTINCTCOUNT(FactSales[SalesID])
+)
+```
+
+---
+
+## Implementation Checklist
+
+- [ ] Create star schema with proper relationships
+- [ ] Build date dimension with fiscal calendar if needed
+- [ ] Implement core measures in dedicated Measures table
+- [ ] Apply theme from BI Agent Superpowers (corporate-blue or custom)
+- [ ] Configure row-level security if multi-tenant
+- [ ] Test cross-filtering behavior
+- [ ] Optimize report for 1920x1080 display
+- [ ] Document slicers and interactions for end users
+
+---
+
+## Related Resources
+
+- [DAX Time Intelligence Patterns](../../snippets/dax/time-intelligence.md)
+- [Star Schema Best Practices](../../snippets/data-modeling/)
+- [Corporate Blue Theme](../../styles/power-bi/corporate-blue.json)

package/library/themes/excel/README.md

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+# Excel Styles Guide
+
+Comprehensive formatting standards and visual design guidelines for professional Excel workbooks.
+
+## Color Palette
+
+### Primary Colors (Corporate)
+
+| Purpose | Color | Hex | RGB |
+|---------|-------|-----|-----|
+| Primary Blue | Blue | #0078D4 | 0, 120, 212 |
+| Primary Dark | Dark Blue | #002050 | 0, 32, 80 |
+| Accent | Teal | #00BCF2 | 0, 188, 242 |
+| Neutral | Gray | #605E5C | 96, 94, 92 |
+
+### Status Colors
+
+| Purpose | Color | Hex | RGB | Usage |
+|---------|-------|-----|-----|-------|
+| Positive | Green | #107C10 | 16, 124, 16 | Favorable variance, growth |
+| Negative | Red | #D13438 | 209, 52, 56 | Unfavorable, decline |
+| Warning | Amber | #FFB900 | 255, 185, 0 | Caution, attention needed |
+| Neutral | Gray | #A0A0A0 | 160, 160, 160 | Unchanged, N/A |
+
+### Background Colors
+
+| Purpose | Color | Hex | Usage |
+|---------|-------|-----|-------|
+| Header | Light Gray | #F3F2F1 | Table headers, section titles |
+| Alternate Row | Very Light Gray | #FAF9F8 | Alternating row shading |
+| Input Cell | Light Yellow | #FFF8DC | User input areas |
+| Locked Cell | Light Gray | #E6E6E6 | Protected/calculated cells |
+| Highlight | Light Blue | #DEECF9 | Selected or focus areas |
+
+---
+
+## Typography
+
+### Font Recommendations
+
+| Use Case | Font | Size | Weight |
+|----------|------|------|--------|
+| **Primary** | Segoe UI | 10pt | Regular |
+| **Headers** | Segoe UI | 11pt | Semibold |
+| **Titles** | Segoe UI | 14pt | Semibold |
+| **Data** | Segoe UI | 10pt | Regular |
+| **Small Text** | Segoe UI | 9pt | Regular |
+| **Monospace** | Consolas | 10pt | Regular |
+
+### Alternative Fonts
+
+For cross-platform compatibility:
+- Windows: Segoe UI
+- Mac: SF Pro, Helvetica Neue
+- Web: -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto
+
+### Font Colors
+
+| Element | Color | Hex |
+|---------|-------|-----|
+| Primary Text | Dark Gray | #252423 |
+| Secondary Text | Medium Gray | #605E5C |
+| Muted Text | Light Gray | #A0A0A0 |
+| Link | Blue | #0078D4 |
+| Error | Red | #D13438 |
+
+---
+
+## Number Formats
+
+### Currency
+
+| Format Code | Example | Usage |
+|-------------|---------|-------|
+| `$#,##0` | $1,234 | Whole dollars |
+| `$#,##0.00` | $1,234.56 | Dollars and cents |
+| `$#,##0,"K"` | $1,235K | Thousands |
+| `$#,##0.0,,"M"` | $1.2M | Millions |
+| `($#,##0)` | ($1,234) | Accounting format |
+
+### Percentages
+
+| Format Code | Example | Usage |
+|-------------|---------|-------|
+| `0%` | 25% | Whole percentages |
+| `0.0%` | 25.5% | One decimal |
+| `0.00%` | 25.55% | Two decimals |
+| `+0.0%;-0.0%` | +5.2% / -3.1% | With sign |
+
+### Numbers
+
+| Format Code | Example | Usage |
+|-------------|---------|-------|
+| `#,##0` | 1,234 | Whole numbers |
+| `#,##0.00` | 1,234.56 | Two decimals |
+| `#,##0.0,"K"` | 1.2K | Thousands |
+| `0.0E+0` | 1.2E+6 | Scientific |
+
+### Dates
+
+| Format Code | Example | Usage |
+|-------------|---------|-------|
+| `YYYY-MM-DD` | 2024-01-15 | ISO format |
+| `MM/DD/YYYY` | 01/15/2024 | US format |
+| `DD-MMM-YYYY` | 15-Jan-2024 | International |
+| `MMMM D, YYYY` | January 15, 2024 | Long format |
+| `MMM 'YY` | Jan '24 | Abbreviated |
+
+### Times
+
+| Format Code | Example | Usage |
+|-------------|---------|-------|
+| `HH:MM` | 14:30 | 24-hour |
+| `H:MM AM/PM` | 2:30 PM | 12-hour |
+| `HH:MM:SS` | 14:30:45 | With seconds |
+
+---
+
+## Table Formatting
+
+### Standard Table Style
+
+```
+Headers:
+  - Background: #F3F2F1
+  - Font: Segoe UI Semibold, 11pt, #252423
+  - Alignment: Center or Left
+  - Borders: Bottom border 1pt #E6E6E6
+
+Data Rows:
+  - Background: White (#FFFFFF)
+  - Alt Background: #FAF9F8
+  - Font: Segoe UI Regular, 10pt, #252423
+  - Alignment: Left (text), Right (numbers)
+  - Borders: Horizontal 1pt #E6E6E6
+
+Totals Row:
+  - Background: #F3F2F1
+  - Font: Segoe UI Semibold, 10pt, #252423
+  - Borders: Top border 2pt #0078D4
+```
+
+### Row Heights and Column Widths
+
+| Element | Height/Width |
+|---------|--------------|
+| Header Row | 25 pts |
+| Data Row | 20 pts |
+| Title Row | 30 pts |
+| Standard Column | 80-120 pts |
+| Narrow Column | 40-60 pts |
+| Wide Column | 150-200 pts |
+
+### Cell Padding
+
+Achieved through alignment and indentation:
+- Indent: 1-2 characters from edge
+- Use alignment options, not spaces
+
+---
+
+## Conditional Formatting Rules
+
+### Variance Highlighting
+
+**Positive Variance (Good):**
+```
+Background: #E8F5E9 (light green)
+Font Color: #107C10 (green)
+Icon: Up arrow (optional)
+```
+
+**Negative Variance (Bad):**
+```
+Background: #FFEBEE (light red)
+Font Color: #D13438 (red)
+Icon: Down arrow (optional)
+```
+
+**Neutral:**
+```
+Background: None
+Font Color: #605E5C (gray)
+Icon: Dash (optional)
+```
+
+### Data Bars
+
+```
+Positive:
+  - Color: #0078D4 (blue) or #107C10 (green)
+  - Fill: Gradient
+  - Border: Same color, solid
+
+Negative:
+  - Color: #D13438 (red)
+  - Fill: Gradient
+  - Border: Same color, solid
+```
+
+### Icon Sets
+
+**Traffic Lights (3 icons):**
+```
+Green circle: >= 100% (or positive)
+Yellow circle: >= 90% and < 100%
+Red circle: < 90% (or negative)
+```
+
+**Arrows (3 icons):**
+```
+Up arrow (green): > 0 or above threshold
+Horizontal dash: = 0 or at target
+Down arrow (red): < 0 or below threshold
+```
+
+### Color Scales
+
+```
+2-Color Scale:
+  - Minimum: White (#FFFFFF)
+  - Maximum: Blue (#0078D4)
+
+3-Color Scale:
+  - Minimum: Red (#FFEBEE)
+  - Midpoint: White (#FFFFFF)
+  - Maximum: Green (#E8F5E9)
+```
+
+---
+
+## Chart Formatting
+
+### Color Sequence
+
+Use these colors in order for chart series:
+
+1. `#0078D4` - Blue (primary)
+2. `#00BCF2` - Cyan
+3. `#00B294` - Teal
+4. `#FFB900` - Amber
+5. `#E81123` - Red
+6. `#5C2D91` - Purple
+7. `#002050` - Dark Blue
+8. `#008272` - Dark Teal
+
+### Chart Elements
+
+```
+Title:
+  - Font: Segoe UI Semibold, 14pt
+  - Color: #252423
+  - Alignment: Left
+
+Axis Labels:
+  - Font: Segoe UI Regular, 10pt
+  - Color: #605E5C
+
+Data Labels:
+  - Font: Segoe UI Regular, 9pt
+  - Color: #252423 or White (on dark)
+
+Legend:
+  - Font: Segoe UI Regular, 10pt
+  - Position: Top or Right
+  - Color: #605E5C
+
+Gridlines:
+  - Color: #E6E6E6
+  - Weight: 0.5pt
+  - Style: Solid
+
+Plot Area:
+  - Background: White or None
+```
+
+### Chart Best Practices
+
+1. **Limit colors** - Use 3-5 colors maximum
+2. **Remove clutter** - No 3D effects, minimal gridlines
+3. **Direct labeling** - Label data points, avoid legends when possible
+4. **Consistent sizing** - Same dimensions across related charts
+5. **White space** - Leave breathing room around charts
+
+---
+
+## Dashboard Layout
+
+### Grid System
+
+Use a 12-column grid for dashboard layouts:
+
+```
++--+--+--+--+--+--+--+--+--+--+--+--+
+| 1| 2| 3| 4| 5| 6| 7| 8| 9|10|11|12|
++--+--+--+--+--+--+--+--+--+--+--+--+
+
+Full width:    12 columns
+Half width:    6 columns
+Third width:   4 columns
+Quarter width: 3 columns
+```
+
+### Standard Dashboard Page
+
+```
++----------------------------------------+
+| TITLE                          [Date]  |
++----------------------------------------+
+| KPI 1  | KPI 2  | KPI 3  | KPI 4       |
++--------+--------+--------+-------------+
+|                                        |
+|        Main Chart (8 cols)    | Side   |
+|                               | Chart  |
+|                               |(4 cols)|
++----------------------------------------+
+|  Table or Detail Section               |
++----------------------------------------+
+```
+
+### Spacing
+
+| Element | Spacing |
+|---------|---------|
+| Section margin | 10-15 pts |
+| Between charts | 10 pts |
+| Chart padding | 5 pts |
+| KPI card spacing | 5-10 pts |
+
+---
+
+## Input Forms
+
+### Input Cell Formatting
+
+```
+Background: #FFF8DC (light yellow)
+Border: 1pt solid #D4A017 (gold)
+Protection: Unlocked
+Validation: As appropriate
+Font: Same as data (Segoe UI, 10pt)
+```
+
+### Labels
+
+```
+Position: Left of input cell
+Alignment: Right-aligned
+Font: Segoe UI Regular, 10pt, #605E5C
+Required indicator: Red asterisk (*)
+```
+
+### Error States
+
+```
+Invalid Input:
+  - Border: 2pt solid #D13438
+  - Background: #FFEBEE
+  - Show error message
+
+Valid Input:
+  - Border: 1pt solid #107C10
+  - Optional checkmark icon
+```
+
+---
+
+## Print Formatting
+
+### Page Setup
+
+| Setting | Value |
+|---------|-------|
+| Orientation | Landscape (dashboards), Portrait (reports) |
+| Margins | 0.5" all sides |
+| Header | Document title, date |
+| Footer | Page X of Y, confidentiality |
+| Scaling | Fit to 1 page wide |
+
+### Print-Specific Adjustments
+
+- Remove background colors if printing in B&W
+- Ensure sufficient contrast (4.5:1 minimum)
+- Use solid borders instead of gridlines
+- Include print titles (repeat headers)
+
+---
+
+## Accessibility
+
+### Color Contrast
+
+Minimum contrast ratios (WCAG AA):
+- Normal text: 4.5:1
+- Large text (14pt+): 3:1
+- UI components: 3:1
+
+### Colorblind-Friendly Palette
+
+| Standard | Colorblind Alternative |
+|----------|------------------------|
+| Red/Green | Blue/Orange |
+| #D13438 / #107C10 | #D16900 / #0078D4 |
+
+### Best Practices
+
+1. Never use color alone to convey meaning
+2. Add patterns or icons alongside colors
+3. Use clear labels and data labels
+4. Provide alt text for charts
+5. Use logical tab order for forms
+
+---
+
+## Quick Reference
+
+### Named Styles to Create
+
+| Style Name | Font | Size | Background | Use |
+|------------|------|------|------------|-----|
+| Header1 | Segoe UI Semibold | 14pt | None | Page titles |
+| Header2 | Segoe UI Semibold | 12pt | None | Section titles |
+| TableHeader | Segoe UI Semibold | 11pt | #F3F2F1 | Table headers |
+| DataCell | Segoe UI Regular | 10pt | None | Standard data |
+| InputCell | Segoe UI Regular | 10pt | #FFF8DC | User input |
+| TotalRow | Segoe UI Semibold | 10pt | #F3F2F1 | Totals |
+| Positive | Segoe UI Regular | 10pt | #E8F5E9 | Good values |
+| Negative | Segoe UI Regular | 10pt | #FFEBEE | Bad values |
+
+---
+
+## Related Resources
+
+- [Excel Templates](../../templates/excel/) - Workbook specifications
+- [Excel Formula Snippets](../../snippets/excel-formulas/) - Formula patterns
+- [Power BI Themes](../power-bi/) - Coordinated BI styling