Competitive Analysis Dashboard

Build a Power BI dashboard comparing competitors in a wellness coffee market.

Introduction

30 Second Summary

Every business needs to understand who they're competing against and how they stack up. Knowing your competitors' pricing, products, and positioning helps you make smarter strategic decisions.

In this project, you will use AI-powered research and Power BI to build an interactive competitive analysis dashboard for Havmoca, an Indian functional wellness coffee brand.

What You'll Build

A multi-page interactive dashboard in Power BI Desktop that compares Havmoca's market position against real competitors in India's functional wellness coffee space.

By the end of this project, you'll have:

A structured Excel spreadsheet with competitor research data covering products, pricing, and market positioning.
An interactive Power BI report with multiple visualizations including pricing comparisons, category breakdowns, and positioning maps.
Experience using AI-assisted research with Claude to gather competitor data and structure it for analysis.
Secret Mission: A weighted competitive threat scoring model that ranks competitors and identifies Havmoca's biggest threat.

Are there any prerequisites?

No prior experience with Power BI, Excel formulas, or data analysis is required. This guide walks you through setting up every tool from scratch, including creating your free Claude account.

Set Up Your Tools and Spreadsheet

Before you can analyze Havmoca's competitors, you need two things: a way to research the market quickly, and a structured place to store what you find.

In this step, you will create a free Claude account for AI-assisted research and build a structured Excel spreadsheet that is ready to hold competitor data.

In this step, get ready to:

Create a free Claude account for AI-powered market research.
Set up an Excel workbook with two structured sheets for competitor data.
Add column headers that define the data points you will track.

Create a Claude account

Claude is an AI assistant that can help you research competitors, summarize findings, and structure raw information into spreadsheet-ready data.

Open your browser and go to claude.ai.
Click Try Claude or Sign up on the homepage.
Create a free account using your email address.
Check your inbox for a verification email and click the link to verify.
Return to claude.ai and confirm you can see the chat interface.

What is Claude?

Claude is an AI assistant made by Anthropic. The free plan gives you access to chat on the web, file uploads, and web search.

You will use it in the next step to quickly research competitors and structure the data for your spreadsheet.

Can't find the verification email?

Check your spam or junk folder. The email comes from Anthropic and may take a minute to arrive. If it still does not show up, click the resend link on the verification page.

Help me sign up for Claude.

Create the spreadsheet structure

Your competitive analysis needs a clean, structured place to live. You will create an Excel workbook with two sheets: one for individual product data, and one for company-level overviews.

Press the Windows key to open your search bar.
Type Excel and press Enter to open it.
Click Blank workbook to create a new file.
Press Ctrl+S to open the Save dialog.
Choose a location you can find easily (like your Desktop).
Name the file Havmoca_Competitive_Analysis.xlsx and click Save.

Now rename the default sheet and add a second one.

At the bottom of the Excel window, double-click the tab that says Sheet1.
Type Products and press Enter.
Click the + icon next to your Products tab to add a new sheet.
Double-click the new tab (it will say Sheet2), type Company_Overview, and press Enter.

Why two separate sheets?

The Products sheet will store one row per product (each brand may have multiple products). The Company_Overview sheet stores one row per brand with high-level business information.

Splitting the data this way lets Power BI create relationships between the tables later, which is how professional dashboards work.

Set up column headers for both sheets

Column headers define what data you will collect for each competitor. Having these set up first means you can fill in data consistently as you research.

Click the Products tab at the bottom to switch to that sheet.
Click cell A1 and type the following headers across Row 1, pressing Tab after each to move to the next cell:

A1: Brand
B1: Product_Name
C1: Price_INR
D1: Servings_Per_Pack
E1: Price_Per_Serving_INR
F1: Category
G1: Key_Benefit
H1: Format
I1: Contains_Caffeine

What will these columns track?

Each row in the Products sheet represents one product from one brand. Category will hold values like Functional Blend, Mushroom Coffee, Protein Coffee, or Flavored Coffee.

Key_Benefit tracks the primary health claim (Energy, Immunity, Focus, Glow, Performance, or Fat Burn). Format records whether the product comes as Sachets, Jar, or Powder.

Now click the Company_Overview tab at the bottom.
Click cell A1 and type these headers across Row 1, pressing Tab after each:

A1: Brand
B1: Founded_Year
C1: Positioning
D1: Target_Audience
E1: Primary_Channel
F1: Product_Count
G1: Price_Range_Low_INR
H1: Price_Range_High_INR
I1: Unique_Selling_Point

What will these columns track?

This sheet captures one row per brand. Primary_Channel records whether the brand sells through D2C Website, Marketplace, or Both.

Positioning holds each brand's short tagline or positioning statement. Unique_Selling_Point captures the one thing that makes each brand different from the rest.

Press Ctrl+S to save your workbook.

You should now see two tabs at the bottom of your Excel window: Products and Company_Overview. Each has 9 column headers in Row 1 with no data rows yet.

Headers not lining up correctly?

If a header landed in the wrong cell, click the correct cell and retype the value. Make sure you started in A1 and pressed Tab (not Enter) to move right across the row.

Help me fix my spreadsheet headers.

Your data structure is locked in. Next up, you will use Claude to research Havmoca's competitors and fill these sheets with real market data.

Research Competitors with Claude

Your spreadsheet structure is ready. Now it's time to fill it with real competitive intelligence.

Researching competitors manually takes hours of browsing websites, comparing prices, and organizing findings. In this step, you'll use Claude to accelerate that research, then structure the results into your spreadsheet as analysis-ready data.

In this step, get ready to:

Use Claude to research 5 competitors in India's functional wellness coffee market.
Enter Havmoca's baseline product data into the Products sheet.
Add competitor data to both sheets so your dataset is complete.

Use Claude to research Havmoca's competitive landscape

Instead of spending hours browsing competitor websites, you'll give Claude a detailed prompt that describes Havmoca and asks for structured competitor data. Claude's web search capability helps it find current information about real brands.

Switch back to Claude at claude.ai.
Copy and paste the following prompt into Claude's chat:

I'm doing a competitive analysis for Havmoca (havmoca.com), an Indian functional wellness coffee brand selling instant coffee sachets with health benefits (Brew Blaze for energy/fat burn, Brew Rizz for glow, Brew Storm for performance). Help me identify and compare 5 competitors in India's functional/wellness coffee space. For each competitor, I need: brand name, products, pricing, servings per pack, key health benefit, format, whether it contains caffeine, year founded, target audience, sales channel, and unique selling point. Structure this as data I can put into a spreadsheet.

What does this prompt do?

This prompt gives Claude three things it needs to produce useful research. First, it names the specific brand and its products so Claude understands the market segment. Second, it lists the exact data fields you need, which prevents vague or incomplete responses. Third, it asks for spreadsheet-ready structure so you can copy the data directly into Excel.

Press Enter to send the prompt.
Wait for Claude to generate its response. This may take 15-30 seconds as it searches for information.
Review Claude's response. You should see a structured breakdown of 5 competitor brands with product details, pricing, and positioning information.

Cross-check pricing data

AI-generated research is a starting point, not a final source. If a price looks unusual, quickly check the brand's website to verify. Pricing changes frequently, so small differences are normal.

Claude's response seems incomplete?

If Claude returns fewer than 5 competitors or skips some data fields, send a follow-up message asking it to fill in the gaps. You can say something like: "Can you add pricing and servings data for the brands you listed? I need all fields filled."

help me get complete competitor data from Claude

Fill in the Havmoca data yourself first

Before adding competitor data, you'll enter Havmoca's own products as the baseline. This gives you a reference point for comparison and ensures your most accurate data comes from the source you know best.

Switch back to your Excel file and click on the Products sheet tab at the bottom.
In Row 2, enter the first Havmoca product with these values across columns A through I:

A2: Havmoca
B2: Brew Blaze
C2: 570
D2: 15
E2: 38
F2: Functional Blend
G2: Fat Burn
H2: Sachets
I2: Yes

In Row 3, enter the second product:

A3: Havmoca
B3: Brew Rizz
C3: 630
D3: 15
E3: 42
F3: Functional Blend
G3: Glow
H3: Sachets
I3: Yes

In Row 4, enter the third product:

A4: Havmoca
B4: Brew Storm
C4: 600
D4: 15
E4: 40
F4: Functional Blend
G4: Performance
H4: Sachets
I4: Yes

How did we calculate Price_Per_Serving_INR?

The Price_Per_Serving value is simply the total price divided by the number of servings. For Brew Blaze: 570 divided by 15 equals 38. This metric lets you compare products fairly regardless of pack size.

You can type the values directly or use an Excel formula like =C2/D2 in cell E2, then drag it down to E3 and E4.

Save your file by pressing Ctrl+S.
Verify that Rows 2, 3, and 4 each have all 9 columns filled with no empty cells.

Add competitor data from Claude's research

Now you'll transfer Claude's competitor research into your spreadsheet. The five competitors to include are Cosmix, Potential, BeastBrew, BrewDazzle, and ProLiveLife. Each brand occupies a different segment of the functional coffee market.

Switch back to Claude's response and locate the product-level data (brand name, product name, pricing, servings, benefits, format).
In the Products sheet, starting from Row 5, enter each competitor product as its own row.
Fill all 9 columns for every product row. Use the Category values from the header setup: Functional Blend, Mushroom Coffee, Protein Coffee, or Flavored Coffee.
Calculate Price_Per_Serving_INR for each product (price divided by servings).
Aim for at least 3 products per competitor brand. Some brands may have more.

What if Claude didn't return enough products?

If Claude only listed one product per brand, send a follow-up asking for additional products. You can say: "Can you list 3 products for each of the 5 competitors with their individual pricing?" The more product rows you have, the richer your dashboard visuals will be.

Now click the Company_Overview sheet tab at the bottom of Excel.
Enter one row for each brand (6 total: Havmoca plus the 5 competitors).
Fill all 9 columns per row: Brand, Founded_Year, Positioning, Target_Audience, Primary_Channel, Product_Count, Price_Range_Low_INR, Price_Range_High_INR, and Unique_Selling_Point.
For the Primary_Channel column, use one of these values: D2C Website, Marketplace, or Both.

What about Havmoca's Company_Overview row?

For Havmoca's row, use what you already know. Set Product_Count to 3, Price_Range_Low_INR to 570, and Price_Range_High_INR to 630. For Positioning, you can use something like "Wellness That Tastes Good" based on their website messaging.

Save your file by pressing Ctrl+S.
Verify your Products sheet has at least 18 rows of data (3 Havmoca + approximately 15 competitor products).
Verify your Company_Overview sheet has exactly 6 rows of data (one per brand) with no empty cells.

Have empty cells or mismatched brand names?

Make sure every Brand value is spelled identically across both sheets. If you typed "Cosmix" in the Products sheet, it must be "Cosmix" in Company_Overview too. Power BI will use this field to connect the two tables later.

If any numeric columns (Price_INR, Servings_Per_Pack) have blank cells, fill them in now. Missing data will cause gaps in your dashboard visuals.

help me fix my competitor spreadsheet data

Your competitive dataset is complete. You have real market data structured and ready for visualization. Next up, you'll import this data into Power BI and start turning numbers into an interactive dashboard.

Import Data into Power BI

Your competitive dataset is complete with six brands and real market data across two structured sheets. Now it's time to bring that data into Power BI Desktop and transform it into something interactive.

Power BI connects to data sources like Excel and lets you build visual reports on top of them. Before you can create any charts, Power BI needs to understand your data structure and how your two tables relate to each other.

In this step, get ready to:

Import your Excel data into Power BI Desktop.
Verify that numeric columns are recognized correctly.
Create a relationship between the Products and Company_Overview tables.

Open Power BI Desktop and import your Excel file

Power BI Desktop needs your Excel file as its data source before it can do anything useful. You'll import both sheets so the tool has access to all your competitive research.

Press the Windows key to open your search bar.
Type Power BI Desktop and press Enter to open it.

What if I see a welcome screen?

Power BI Desktop often shows a splash screen or sign-in prompt when it first opens. You can close this or skip the sign-in for now. A free Microsoft account is not required to build reports locally.

Click Home in the ribbon at the top.
Click Get Data.
Select Excel workbook from the dropdown.
Browse to your Havmoca_Competitive_Analysis.xlsx file and click Open.

A Navigator pane appears showing the contents of your Excel file.

Check the box next to Products.
Check the box next to Company_Overview.
Click Load.

What does Load do?

Clicking Load pulls both tables into Power BI's internal data model. Power BI stores a copy of your data, so your original Excel file stays unchanged.

After loading, you should see both Products and Company_Overview listed in the Fields pane on the right side of the screen.

Don't see your tables in the Fields pane?

Make sure you checked both boxes in the Navigator pane before clicking Load. If you missed one, go to Home > Get Data > Excel workbook and repeat the import.
If you get a file-in-use error, close the Excel file first, then try the import again.

Help me troubleshoot my Power BI data import.

Verify your data loaded correctly

Power BI needs to recognize your pricing and count columns as numbers, not text. If it misreads them, your charts won't be able to sum or average those values.

In the Fields pane (right side), click the arrow next to Products to expand it.
Look for the sigma symbol (Σ) next to Price_INR, Servings_Per_Pack, and Price_Per_Serving_INR. This symbol means Power BI recognizes them as numbers.
Expand Company_Overview and check that Product_Count, Price_Range_Low_INR, and Price_Range_High_INR also show the sigma symbol.

What does the sigma symbol mean?

The sigma (Σ) icon next to a field name tells you Power BI has classified that column as numeric. Numeric fields can be summed, averaged, and used as chart axes. Text fields show a different icon and can only be counted or used as labels.

Numeric column missing the sigma symbol?

If a column like Price_INR shows without the sigma, Power BI is treating it as text. This usually happens when a cell in your Excel sheet has a stray space or text character mixed into the numbers.

Click the Table view icon on the left sidebar (the grid icon).
Select the problem column by clicking its header.
In the Column tools tab at the top, click the Data type dropdown and select Decimal Number.
If Power BI shows an error, go back to your Excel file and check that column for any text values or empty cells. Fix them, save, then return to Power BI and click Home > Refresh.

Help me fix a column that Power BI isn't recognizing as a number.

Create a relationship between the tables

Your two tables both have a Brand column that identifies each company. By linking these columns, Power BI can pull data from both tables into a single visual.

Click the Model icon on the left sidebar (the third icon, which looks like a diagram with connected boxes).
You should see both tables displayed as boxes with their column names listed inside.
Drag the Brand field from the Products table onto the Brand field in the Company_Overview table.

A line now connects the two tables at the Brand field. This is your relationship.

Why create a relationship?

A relationship tells Power BI that the Brand column means the same thing in both tables. Without it, a visual showing product prices alongside company positioning would not know how to match rows across the two tables.

Think of it like a lookup. When Power BI sees "Havmoca" in the Products table, the relationship lets it pull the matching company details from Company_Overview automatically.

Click the Report icon on the left sidebar (the first icon, which looks like a bar chart) to return to Report view.

You should see a blank canvas ready for visuals, with both tables still listed in the Fields pane on the right.

Don't see a relationship line between the tables?

Make sure you dragged Brand from one table directly onto Brand in the other table. Dropping it onto the table header or a different column won't create the correct link.
If the Brand values don't match exactly between the two tables (e.g. "Cosmix" vs "cosmix"), Power BI may not auto-detect the relationship. Go back to your Excel file and ensure the brand names are identical in both sheets, then refresh.

Help me create a relationship between two tables in Power BI.

Your data is imported, validated, and connected. Next up, you'll start building the visuals that tell Havmoca's competitive story.

Build Your Dashboard Visuals

Your data is loaded and the two tables are connected. Now comes the exciting part: turning those spreadsheet rows into visuals that reveal competitive patterns at a glance.

In this step, you'll create four different chart types in Power BI Desktop. Each visual answers a different strategic question about Havmoca's position in the market.

In this step, get ready to:

Create a price comparison bar chart showing cost per serving across all brands.
Create a category breakdown donut chart and a brand positioning scatter plot.
Add a data table for quick reference of product details.

Create a price comparison chart

The first question any competitive analysis needs to answer is: who is charging the most and least per serving? A bar chart makes this comparison instantly readable.

Make sure you are in Report view (the first icon on the left sidebar).
In the Fields pane on the right side, expand the Products table.
Drag Brand from Products onto the empty canvas.
Drag Price_Per_Serving_INR onto the same visual.
In the Visualizations pane, click the Clustered Bar Chart icon to change the visual type.
Sort the chart by clicking the three dots (...) on the visual.
Select Sort axis, then select Price_Per_Serving_INR.
Open the three dots (...) again, select Sort axis, then select Sort descending.

What does this visual show?

The clustered bar chart ranks all brands from most expensive to cheapest per serving. This instantly reveals whether Havmoca is positioned as a premium, mid-range, or budget option compared to competitors.

You should now see a horizontal bar chart with brands ranked by price per serving, highest at the top.

Bars all look the same height?

Make sure you dragged Price_Per_Serving_INR (not Price_INR) into the visual. The per-serving price shows meaningful differences between brands.

Also check that Price_Per_Serving_INR is recognized as a number (sigma icon in the Fields pane). If it shows as text, go to Model view and change its data type to Decimal Number.

help me fix my bar chart

Create a product count by category visual

Next, you want to understand how the market splits across product types. Are most competitors making mushroom coffee, protein coffee, or functional blends? A donut chart shows this proportion at a glance.

Click on an empty area of the canvas to deselect the bar chart.
Drag Category from the Products table onto the canvas.
Drag Product_Name onto the same visual.
In the Visualizations pane, find the Values well where Product_Name appears.
Click the dropdown arrow next to Product_Name in the Values well, then select Count.
In the Visualizations pane, click the Donut Chart icon.

What does this visual show?

The donut chart shows the market split between functional blends, mushroom coffee, protein coffee, and flavored coffee. Each slice represents how many products fall into that category across all brands.

This helps you spot whether Havmoca's category (Functional Blend) is crowded or has room to grow.

You should see a donut chart with colored slices representing each product category.

Seeing a table instead of a donut?

Power BI sometimes defaults to a table visual when you drag text fields. Click the Donut Chart icon in the Visualizations pane while the visual is selected to convert it.

If your donut shows one giant slice, make sure you changed Product_Name to Count in the Values well. Without this, Power BI tries to display the names themselves rather than counting them.

help me fix my donut chart

Create a brand positioning scatter plot

A scatter plot places each brand on a map of two dimensions: how premium their pricing is (x-axis) versus how broad their product range is (y-axis). This reveals strategic positioning clusters.

Click on an empty area of the canvas to deselect any selected visual.
In the Visualizations pane, click the Scatter Chart icon first (this creates an empty scatter visual).
From the Company_Overview table in the Fields pane, drag Price_Range_High_INR to the X Axis well.
Drag Product_Count to the Y Axis well.
Drag Brand to the Legend well.

What does this visual show?

This creates a positioning map. Brands in the top-right are premium with broad product lines. Brands in the bottom-left are affordable with focused offerings.

You can immediately see where Havmoca sits relative to competitors and whether any strategic gaps exist in the market.

You should see colored dots scattered across the chart, each representing a brand. Hover over any dot to see the brand name and exact values.

Only seeing one dot or a blank chart?

Make sure you are dragging fields from the Company_Overview table, not the Products table. The Price_Range_High_INR and Product_Count columns only exist in Company_Overview.

If you see just one dot, check that Brand is in the Legend well. Without it, Power BI aggregates all brands into a single data point.

help me fix my scatter plot

Add a data table for quick reference

Charts are great for spotting patterns, but sometimes you need the exact numbers. A table visual lets viewers drill into specific product details without leaving the dashboard.

Click on an empty area of the canvas.
In the Visualizations pane, click the Table icon.
From the Products table, drag these fields into the table visual one at a time: Brand, Product_Name, Price_Per_Serving_INR, and Key_Benefit.

What does this visual show?

This reference table lets viewers see the raw details behind the charts. They can scan product names, compare exact pricing, and see which health benefit each product targets.

Later when you add interactivity, clicking a brand in another visual will filter this table to show only that brand's products.

Your canvas now has four visuals: a bar chart, a donut chart, a scatter plot, and a data table. They may overlap right now, and that is fine. You will arrange them neatly in the next step.

Table showing summarized numbers instead of rows?

If the table shows a single aggregated value instead of individual product rows, click the dropdown arrow next to Price_Per_Serving_INR in the Values well and select Don't summarize. This tells Power BI to show each row rather than summing the values.

help me fix my data table

Your dashboard now has four distinct visuals telling the competitive story from different angles. Next up, you will add interactivity so viewers can filter and explore the data, and polish the layout into a presentation-ready report.

Add Interactivity and Polish

Your dashboard already shows useful comparisons, but right now a viewer has to mentally isolate one brand at a time across four separate visuals.

In this step, you will add a slicer that lets viewers filter the entire page to a single brand with one click. You will also add a title and apply a professional color theme so the report looks presentation-ready.

In this step, get ready to:

Add a brand slicer that filters all visuals on the page.
Add a title text box and arrange your visuals neatly.
Apply a professional color theme across the report.

Add a slicer for filtering by brand

A slicer is a visual filter control that sits directly on the report canvas. When a viewer clicks a value in the slicer, every other visual on the page automatically filters to show only that selection's data.

Click on an empty area of the canvas to make sure no existing visual is selected.
In the Visualizations pane on the right, click the Slicer icon to create a new slicer visual on the canvas.
In the Fields pane (also called the Data pane), expand the Products table.
Drag Brand into the slicer's Field well.
Resize the slicer and place it at the top or left side of your report page.

The slicer now displays a list of all brand names from your Products table.

Test the slicer by clicking a brand name (for example, click Havmoca).
Watch all four visuals filter to show only Havmoca's data.
Click the brand name again to clear the filter (or click the eraser icon that appears on the slicer).

How does the slicer filter everything?

By default, a slicer on a report page filters all other visuals on that page. Because your Products and Company_Overview tables are linked by the Brand field, selecting a brand in the slicer cascades the filter across both tables.

You can hold Ctrl and click multiple brand names to compare a subset of competitors side by side.

Slicer not filtering all visuals?

Make sure the Brand field in the slicer comes from the Products table, not the Company_Overview table. The relationship you created in the previous step ensures filtering flows correctly from Products to Company_Overview.

If the scatter plot does not respond, check that the relationship between Products[Brand] and Company_Overview[Brand] still exists in Model view.

Why isn't my slicer filtering all my Power BI visuals?

Add a title and format the report

A clear title tells viewers exactly what they are looking at. You will add one using a text box, then tidy up the layout so nothing overlaps.

Click Insert in the ribbon at the top of the window.
Click Text box in the Insert section.
An empty text box appears on the canvas.

Power BI places the text box in the center of the canvas. Now you will format it.

Type the following into the text box: Havmoca Competitive Analysis Dashboard.
Select all the text you just typed.
In the formatting toolbar that appears above the text box, increase the font size to 20.
Click the Bold button (B) to make the text bold.
Click the Center align button to center the text horizontally.
Drag the text box to the very top of your report page.
Resize it so it stretches across the full width of the page.

Now arrange the remaining visuals below the title so nothing overlaps.

Drag and resize each visual (bar chart, donut chart, scatter plot, data table, and slicer) so they fit neatly below the title without covering each other.
A common layout: slicer on the left side, bar chart and donut chart across the top row, scatter plot and table across the bottom row.

Align visuals quickly

Select multiple visuals by holding Ctrl and clicking each one. Then use Format > Align in the ribbon to snap them to the same top edge or distribute them evenly.

Apply a cohesive color theme

A theme applies consistent colors, fonts, and styling across every visual on your report in one click. This replaces the default blue-heavy palette with something more polished.

Click View in the ribbon.
Click Themes to open the theme gallery.
Browse the built-in themes and select one that fits a business presentation (try Executive or Innovation).
Click the theme thumbnail to apply it.

All visuals on the page update to the new color palette instantly.

What does a theme change?

A theme sets the default colors for data series, background fills, font families, and text sizes across all visuals. It does not change the data or layout of your charts. You can always switch themes later without losing any work.

Save your report by pressing Ctrl+S.
If this is your first save, name the file something descriptive like Havmoca_Competitive_Dashboard.pbix.

Theme not applying to all visuals?

If a visual still shows the old colors after applying a theme, it may have manually overridden colors from an earlier formatting step. Select the stubborn visual, open the Format pane, and reset its data colors to use the theme defaults.

How do I reset a Power BI visual to use the default theme colors?

Your dashboard now has a clear title, interactive filtering, and a professional look. Viewers can click any brand in the slicer, compare competitors at a glance, and see a polished, presentation-ready report.

Secret mission

Build a Competitive Threat Score

Your dashboard shows the competitive landscape, but which competitor should Havmoca worry about most? In this mission, you'll build a weighted scoring model that ranks each competitor across multiple strategic dimensions and identifies the biggest competitive threat.

Clean Up Your Resources

This project runs entirely locally on your computer, so there are no ongoing costs or cloud resources to worry about. Decide whether to keep your files for future reference or delete them to free up space.

Resources you used:

Havmoca_Competitive_Analysis.xlsx (local Excel file, no cost).
Power BI report .pbix file (local file, no cost).

Keep everything running

No action needed. Choose this if you plan to revisit the dashboard, update competitor data, or use it as a portfolio piece.

Your Excel file and .pbix file stay on your computer wherever you saved them.
Your Claude account remains active on the free tier with no charges.
Power BI Desktop remains installed and free to use.

Pause - I'll come back to this later

Since everything is saved locally, there is nothing to pause. Your files will be waiting for you whenever you return.

Make sure your Havmoca_Competitive_Analysis.xlsx and .pbix files are saved to a location you can find later (like your Desktop or Documents folder).
Consider backing up both files to OneDrive or another cloud storage service so you do not lose your work.

Delete - I don't want to use this again

Remove your project files to start fresh. This permanently deletes your competitive analysis data and dashboard.

Close Excel and Power BI Desktop if they are still open.
Open File Explorer and navigate to the folder where you saved your files.
Delete Havmoca_Competitive_Analysis.xlsx by right-clicking it and selecting Delete.
Delete your .pbix file the same way.
Empty the Recycle Bin if you want to free up the disk space immediately.

Nice Work!

You just built a complete competitive analysis dashboard for Havmoca using real market data. This is exactly the kind of deliverable that business analysts produce on the job.

You've learned how to:

Used Claude to research a real Indian wellness coffee market and built a structured competitive analysis dataset comparing Havmoca against 5 real competitors.
Created an interactive Power BI dashboard with pricing comparisons, category breakdowns, and market positioning maps.
Added slicers for interactivity and applied professional formatting to create a presentation-ready deliverable.
Secret Mission: Built a weighted competitive threat scoring model and identified Havmoca's top competitor with strategic reasoning.

Ready to quiz yourself?