@luquimbo/bi-superpowers 3.1.1 → 3.2.0

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

@@ -1,481 +0,0 @@
-// ============================================================================
-// 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

@@ -1,37 +0,0 @@
-# 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

@@ -1,69 +0,0 @@
-# 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

@@ -1,77 +0,0 @@
-// 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])