Power BI

Dashboard in a Day
Lab 3

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Contents
Introduction ............................................................................................................................................... 3
Power BI Desktop ....................................................................................................................................... 4
Power BI Desktop – Data Visualization.................................................................................................... 4
References ............................................................................................................................................... 34

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Introduction
This document is lab three out of five total labs.
Please continue to use your file after completing Lab 2. If you are joining the Dashboard in a Day at this
point or were unable to complete previous labs, please start this lab with the provided Lab 2 solution.pbix
file found in the Reports folder.
At the end of this lab, you will have completed a full report that is ready to be published to the Power BI
Service. In the report, you will have learned how to do conditional formatting, add a logo to the
manufacturer filter, import a custom visual, and apply a custom theme to the report. By the end of this
lab, you will have also learned how to add bookmarks to tell a story about the report.
The flow of this document includes screenshots to provide a visual aid for the users and a text description
of the steps the user needs to follow. In the screenshots, sections are highlighted with red or orange
boxes to indicate the action or area on which a user needs to focus.

NOTE: This lab uses real, anonymized data provided by ObviEnce, LLC. Visit their site to learn about
their services: www.obvience.com. This data is the property of ObviEnce, LLC and has been shared to
demonstrate Power BI functionality with industry sample data. Any use of this data must include this
attribution to ObviEnce, LLC.

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Power BI Desktop
Power BI Desktop – Data Visualization
Now that we’ve completed data exploration and visualization in Labs 1 and 2, you have good insights to
share with your team. In this section, you create a professional report for the benefit of you and your
entire team.
At the end of this section, you will build a report like the one shown in the figure below.

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Now let’s get started. We will pick up where we left off at the end of Lab 2.
1. With the Matrix visual selected, navigate to the Values section in the Visualizations pane and select
the arrow to the right of % Growth.
2. Select Conditional Formatting and then choose Background color. The Background color dialog box
opens. This dialog provides options to format the report background color using either rules or
diverging colors.

3. Within the Background color - % Growth dialog box, select the Add a middle color checkbox.
4. Then, select OK.

Note: Conditional formatting can also be based on another column using the Color based on option
from the drop-down menu.
Note: As a reminder if you see 0.00% for every value in the % of Growth column in the Matrix then you
likely need to multi-select Australia and 2021 like you did in lab 2.

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Make sure the report is filtered by VanArsdel using the Manufacturer slicer. Remove all other filters.

5. Enable drill down mode on the Sum of Revenue by Country visual by selecting the down arrow
within the header of the visual (this may alternatively be located at the bottom of the visual based
on how you have the visual placed within the canvas).

6. Within the visual, select the Australia column to drill down to the State level.
7. Disable drill down mode on the Revenue by Country and State visual.

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 8. Ensure you still have the year 2021 selected in the Sum of Revenue by Year visual. If you do not,
hold down the Ctrl key on your keyboard and select the 2021 column.

At this point, your canvas and visuals should look similar to those in the figure below:

9. Select the Manufacturer slicer visual within the canvas.

10. Within the Visualizations pane, switch to the Format visual tab. Then, expand the Slicer settings
section, and then the Options section.

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 11. From the Style drop-down, select Tile. Notice that the Manufacturer slicer visual changes to a tile
style. You may need to resize your visual so that you can view all of the Manufacturers at once
within the list.

Note: There are other options that can optionally be changed here to modify the outline color, weight,
and more. There is an option to enable the Select All option in the visual. There is also an option to make
the slicer multi-select. Feel free to explore other formatting options.

12. Select VanArsdel within the Slicer visual.

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Now it would be nice to add logos of the manufacturer to the slicer instead of just text. Let’s do it.
13. Ensure that the Manufacturer slicer visual is still selected. From the Data pane, select the Logo
field from the Manufacturer table. (Do not select the checkbox; only select the name of the field.)
14. From the ribbon, select the Column tools tab, choose the Data Category drop down and then
select Image URL. Setting the data category property to Image URL helps Power BI understand
that the data in this field is a URL so it can render the image in the report.

15. From the Data pane, drag and drop the Logo field from the Manufacturer table to below the
Manufacturer column within the Field box in the Visualizations pane.
16. Select the X to the right of the Manufacturer field in the box so that the Logo field has replaced it.
17. Resize and move the visuals as needed.
18. Select the VanArsdel logo within the Manufacturer slicer visual to filter all the other visuals.

19. Select the Sum of Revenue by Year visual.

20. From the Visualizations pane, select the Line and clustered column chart to change the visual
type.

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 21. From the Data pane, drag and drop the % Growth field from the Sales table to the Line y-axis box.

This provides a representation of the revenue and growth over time.

Now let’s select the Sum of Revenue card visual so we can change it to a Gauge visual.
22. From the Visualizations pane, select the Gauge visual.
23. From the Data pane, drag and drop the PY Sales field from the Sales table to the Target value in
the Visualizations pane.

24. Resize and move the visuals as needed. Now we can compare Revenue with the target.

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Now let’s take time to select the colors for the visuals.
25. Select the Gauge visual.
26. From the Visualizations pane, select the Format visual tab (the paint brush icon).
27. Expand the Colors section.
28. Select the drop-down for Fill color.
29. Notice you can pick a color from the default color palette or pick More colors. No need to make a
change here because the next steps will standardize all the report colors used.

Let’s check out some of the themes available.

30. Ensure that the Gauge visual is still selected. From the ribbon, select the View tab, choose the
drop-down arrow within the Themes menu, and then select the Temperature theme.

Notice that the colors on all the visuals are updated. Feel free to try the other out-of-the-box themes.

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In our scenario, the Marketing department has provided standard color themes to be used across reports.
We can use the Report Theme feature in Power BI by uploading a theme. The Report Theme requires a
JSON file where the data colors, background, foreground, and a table of accent colors are defined. The
JSON file can be used across all the reports.

31. From the ribbon, select the View tab, choose the drop-down within the Themes menu, and then
select Browse for themes.

32. A file browser dialog box opens. Navigate to the Data folder, then the Theme folder
(DIAD/Attendee/Data/Theme).
33. Select the DIADTheme2 file and then choose Open.

Note: Here you can save and add your custom themes.

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 34. Once the theme is imported, a success dialog box opens. Select Got it.

Notice colors on all the visuals are updated. Your report should look like the figure at this point. This
theme looks good. Now, most of the visuals are blue, so let’s add some contrast.

35. Select the Gauge visual.

36. From the Visualizations pane, select the Format your visual tab (the paint brush icon).
37. Expand the Colors section.
38. Select the drop-down menu below Target color. Notice the color palette is different now.
39. Select the color black. Notice the subtle change to the target line in the visual.

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 40. Collapse the Colors section.

41. Within the Visualizations pane, under the Format your visual tab, expand the Data labels section.
42. Then, expand the Values section and change the Font size to 10.

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 43. While still in the Visualizations pane, under the Format your visual tab, expand the Target label
section.
44. Within the Values section, change the Font size to 10.

45. Select the Matrix visual.

46. Using the arrows within the visual header, Drill up to the Segment level.

47. Select the Sum of Revenue by Country and State visual.

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 48. Using the arrows within the visual header, Drill up to the Country level.

49. While the Sum of Revenue by Country visual is still selected, within the Visualizations pane, select
the Format visual tab (the paint brush icon).
50. Expand the Columns section, then the Colors section.
51. Using the drop-down menu, select a light shade of gray as the Default color.

52. Ensure that the Sum of Revenue by Country visual is still selected. Within the Visualizations pane,
under the Format your visual tab, turn On the Data labels and expand this section.
53. Expand the Values sub-section within the Data labels section.

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 54. Change the Display units to Millions.

Notice that there are lot of formatting options. For example, a visual title can be changed and formatted,
or you can add a border and background to the visual. Feel free to explore the options.
Let’s move to another visual.
55. Select the Sum of Revenue and % Growth by Year visual.

Note: You may need to move and resize the visuals in order to see all of the
information that will be needed in the next steps.

56. Since there is no Revenue value in the year 2022, right-click on the line above 2022 and select
Exclude.

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 57. Next, from the Visualizations pane, select the Format your visual tab (the paint brush icon).
58. Expand the Columns section.
59. Expand the Colors section
60. Select a light shade of gray as the Default color.

61. Ensure that the Sum of Revenue and % Growth by Year visual is still selected. Within the
Visualizations pane, under the Format your visual tab, expand the Lines section.
62. Then, expand the Colors section.
63. Set the % Growth color to black.

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Now let’s add a report title.
64. From the ribbon, select the Home tab and then choose Text box. Notice a text box visual is added.
65. Resize and move the visuals as needed.
66. Enter Manufacturer Analysis in the text box.
67. Highlight Manufacturer Analysis to format the text.
68. Select Segoe (Bold) as the font.
69. Select 32 as the font size.
70. Resize the text box as needed.
Notice the additional formatting options that have been added are highlighted in black
(superscript, subscript, and bulleted lists)

71. From the ribbon, select the View tab.

72. Select the checkbox next to Show Gridlines and Snap to Grid within the Page options section. This
will help with aligning the visuals.

73. Now, use the Gridlines and Snap to Grid features to position and resize your visuals to appear like,
or similar to, the figure below.

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 74. Uncheck the Show Gridlines and Snap to Grid options to disable these features once you have
finished moving the visuals into the correct places.

75. Right-click the page name in the lower-left corner and then select Rename Page from the options
menu.
76. Rename the page to Manufacturer.

We can also use a background image to format the reports. Let’s try it.
77. Select the white space in the canvas to deselect any possible selected visual(s).
78. From the Visualizations pane, select the Format your visual tab (the paint brush icon).
79. Expand the Canvas Background section.

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 80. Select the Browse Image button.

81. A File browser dialog box opens. Browse to the DIAD folder, then the Data folder
(DIAD/Attendee/Data).
82. Select the Background.jpg file.
83. Select the Open button.

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 84. Within the Canvas background section of the Visualizations pane, change and set the
Transparency slider to 0%.

Notice we have a template which has a place for header and slots for images.
85. Resize and position the visuals as shown in the figure below:

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Now let’s add a logo.
86. From the ribbon, select the Insert tab and then choose Image.

87. The File browser dialog opens. Browse to the DIAD folder then the Data folder
(DIAD/Attendee/Data).
88. Select the VanArsdel_Logo.png file.
89. Then, select Open.

90. Resize and drag the image to the top left corner of the report.

Note: The logo is transparent. You will need to place it on the blue background in
order to see it.

Now let’s change the font color of the report title.

91. Highlight Manufacturer Analysis within the text box.
92. Select the drop-down arrow next to the A to change the font color. Select the color white.

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 93. Change the size of the font to 20.

94. Expand the Background sub-section, of the Effects section, within the Format pane and set the
Transparency to 100%.
95. Resize and move the visuals around if needed making sure they are still in the same locations as
before.

Now let’s add a smart narrative visual to our report.

96. First, resize the Sum of Revenue and % Growth by Year visual to make space to the left of the
visual at the bottom of the report.
97. Add a Smart narrative visual to the canvas. The smart narrative visualization helps you quickly
summarize visuals and reports. It provides relevant innovative insights that you can customize.

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Out of the box, Power BI has a large selection of visuals. However, there may be a use-case when you
need a custom visual. To meet this requirement, the visualization engine is open-sourced. The Power BI
community contributes visuals in the marketplace. You can add and use these visuals in your reports.
There is also an option to create your own visual or import visuals into Power BI Desktop.
Now let’s add a custom visual.

98. From the Visualizations pane, select the ellipses (…) in the last row of visuals.
99. Select Get more visuals.

Note: You may be prompted to sign into your Power BI account to access the custom visuals
library. If you are unable to login, you can select Import a visual from a file and select the Play
Axis visual that is found in the class files (/DIAD/Data).

100. Type play axis in the search box in the top right-hand corner of the Power BI visuals dialog box
and select the Search icon.
101. Select the Play Axis (Dynamic Slicer).

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 Note: Notice the checkmark in the blue star. This image is used to identify certified custom visuals.
Custom visuals that meet Power BI teams coding requirements are certified. Certified custom visuals
support features like export to PowerPoint and the ability to display in subscription emails which are not
supported by non-certified custom visuals.

102. The AppSource dialog box will then appear. Select the Add button below the Play Axis (Dynamic
Slicer) cover image.

103. After a few moments you should see a notification that the visual was successfully imported.
Select OK.
Notice a new visual is added to the list of available visuals.
104. Select the white space in the canvas to deselect anything that may be currently selected.
105. From the Visualizations pane, select the newly imported Play Axis visual.
106. From the Data pane, select the checkbox next to the Date field in the Date table.
107. From the Visualizations pane, select the Format your visual tab (the paint brush icon).
108. Expand the Colors section.
109. Enable the Show all option.
110. Resize and position the visual as shown in the figure below.

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Now that we have a report ready, let’s use Bookmarks to tell the story we discovered. Bookmarks capture
the currently configured view of a report page, including filtering and the state of visuals which helps to
make it easier to present the story.

111. From the ribbon, select the View tab.

112. Select the Bookmarks button to enable Bookmarks. The Bookmarks pane will open.

113. Select Add within the Bookmarks pane. This will add the current state of the visual to the
bookmark.
114. Select the ellipses (…) to the right of the newly created Bookmark 1.
115. Choose Rename and change the name to Initial State.

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 116. In the Sum of Revenue by Country visual, select the USA column.
117. Hover over the Sum of Revenue by Country visual and select the ellipses (…) on the top right
corner.
118. Select Spotlight.

119. In the Bookmarks pane, select Add. This will add a new bookmark with the current state of the
report.
120. Change the bookmark name to USA Revenue

121. Select the canvas to ensure that nothing is currently selected.

122. Select Australia within the Sum of Revenue by Country visual.
123. In the Bookmarks pane, select Add. This will add a new bookmark with the current state of the
report.

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 124. Change the bookmark name to Australia Revenue.

125. From the Bookmarks pane, select View. You are now in Bookmarks slide show mode. You will be
in the first bookmark, which we called Initial State. Notice on the bottom of the report pane there
is an option to navigate between bookmarks.
126. You can use the arrows to navigate between bookmarks and tell your story.

127. From the Bookmarks pane, select Exit to exit the Bookmarks slide show mode.

If time permits, feel free to explore other options available with Bookmarks, such as Selected Visuals, as
you continue to build your story.
128. From the ribbon, select the View tab.
129. Unselect the Bookmarks Pane button.

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 130. Collapse the Visualizations and Filters panes by selecting the arrows to the top left corner of
each pane.

Now let’s add bookmark navigator buttons to the canvas

131. From the ribbon, select the Insert ribbon.
132. Select Buttons and choose Navigator > Bookmark navigator.

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 133. Arrange the Bookmark navigator to fit on the page as shown below in the figure:

134. With the buttons visual still selected, navigate to the Format pane, expand the Style section,
then expand the Fill section. Change the Fill color to a light blue and set the Transparency to 40%.

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 135. While still in the Format pane, expand the Shape section. From the Shape drop-down menu,
select Rounded Rectangle.

Feel free to test out the new functionality.

Using the Ctrl key on your keyboard, select the Australia Revenue bookmark from the visual. Notice how
the data changes within the visuals in the report.

Note: To utilize the new buttons you must use CTRL + Select while inside the Power BI Desktop. After
publishing the report your end users will simply select the buttons without needing to hold CTRL.

Your report should look like the figure shown below. Now let’s finish up by saving the file.

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 Note: Interacting with the report can significantly change the report appearance. For example, selecting
a year from the Sum of Revenue and % Growth by Year will activate the conditional formatting in the
matrix.

136. From the ribbon, select the File tab. From the menu to the left, select Save.

You have built your first report!

You have successfully completed the hands-on lab by creating a report to share to your team. The next lab
covers creating a dashboard from this report to share with your team. You have seen an overview of the
functionality in Power BI Desktop. There are many more features for you to explore with your data!

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References
Dashboard in a Day introduces you to some of the key functions available in Power BI. In the ribbon of the
Power BI Desktop, the Help section has links to some great resources.

Here are a few more resources that will help you with your next steps with Power BI.
• Getting started: http://powerbi.com
• Power BI Desktop: https://powerbi.microsoft.com/desktop
• Power BI Mobile: https://powerbi.microsoft.com/mobile
• Community site https://community.powerbi.com/
• Power BI Getting started support page:
https://support.powerbi.com/knowledgebase/articles/430814-get-started-with-power-bi
• Support site https://support.powerbi.com/
• Feature requests https://ideas.powerbi.com/forums/265200-power-bi-ideas
• New ideas for using Power BI https://aka.ms/PBI_Comm_Ideas
• Power BI Courses http://aka.ms/pbi-create-reports
• Power Platform https://powerplatform.microsoft.com/en-us/instructor-led-training/
• Power Apps Business Apps | Microsoft Power Apps
• Power Automate Power Automate | Microsoft Power Platform
• Dataverse What is Microsoft Dataverse? - Power Apps | Microsoft Docs

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