A Power BI Order Management Dashboard integrated with Excel data sources, centralizing order processing, tracking, and delivery insights. This business intelligence solution replaced manual tracking sheets with interactive, real-time dashboards for operational control.
Keywords: Power BI order tracking, Excel integration Power BI, logistics dashboard, order management system, Power BI automation.
PROJECT HIGHLIGHTS
- Project: Order Management Dashboard
- Development Tools: Power BI + Excel
- Timeline: 5 business days
- Impact: 90% reduction in manual reporting; full order visibility from request to delivery
- Industry: Logistics & Supply Chain
- Departments Impacted: Operations, Sales, Logistics, Management
THE DEVELOPMENT STORY
Managing hundreds of orders manually led to slow updates, limited visibility, and poor coordination between teams. The client needed a fast, visual, and reliable way to track every order from entry to delivery.
We designed a Power BI dashboard that connects directly to Excel data files, consolidating information such as order date, client, status, value, and delivery deadline. Automated Power Query transformations clean and refresh the dataset on schedule.
The result is a real-time control panel where users can monitor pending, completed, and delayed orders through dynamic visuals and KPIs. Filters by region, salesperson, and client enable rapid analysis, while color-coded alerts highlight delivery risks.
DASHBOARDS & FEATURES
- KPI Overview: Total Orders, Completed %, Delayed %, Revenue by Status.
- Interactive Visuals: Order trends, delivery timelines, and regional breakdowns.
- Filters: By salesperson, region, or customer.
- Automated Updates: Daily refresh via Power Query connection to Excel.
- Drill-Through Reports: Access details by order or customer.
- Alert Indicators: Delays highlighted in red with automatic refresh.
KEY POINTS SUMMARY
- Integrated Excel-based data pipeline with Power BI visuals.
- Automated updates eliminate manual reporting.
- Full visibility into delivery performance and team productivity.
- 90% faster reporting turnaround.
INDUSTRY & IMPACT
- Industry: Logistics, Supply Chain, Operations
- Departments Impacted: Sales, Logistics, Management
Quantified Results:
- -90% reporting effort
- +100% visibility into operational status
- +30% faster decision-making
TECHNICAL DEEP DIVE
1. Architecture Overview
– Data Source: Excel spreadsheets with order and customer data.
– Transformation: Power Query for cleaning and merging data.
– Modeling: Fact and dimension tables (Orders, Customers, Regions).
– Visualization: Power BI interactive dashboards and KPIs.
2. Key DAX Measures
– TotalOrders = COUNT(Orders[OrderID])
– DeliveredOrders = CALCULATE(COUNT(Orders[OrderID]), Orders[Status] = “Delivered”)
– DelayRate = DIVIDE(CALCULATE(COUNT(Orders[Status] = “Delayed”)), [TotalOrders])
3. Integration Logic
– Excel refresh schedule via Power BI Gateway.
– Dynamic filters by region, salesperson, and customer.
4. Future Enhancements
– Integration with Power Automate for delivery alerts.
– Drill-through for invoice and payment monitoring.
