DUPLICATING WORKSHEET IN TABLEAU

17

18 MAP VIEW IN TABLEAU

19 BAR CHART IN TABLEAU

20 DASHBOARD IN TABLEAU

21 STORY IN TABLEAU

22 HISTOGRAM USING R

23 SCATTER PLOT USING R

24 BOX PLOT USING R

25 PIE CHART USING R

 Exercise
No: 1 DASHBOARD ACCESSIBILITY IN POWER BI
Date:

AIM:
To introduce the Microsoft PowerBI software capabilities to students and create a login for same for
PowerBI cloud access.
PROCEDURE
Step1: Create a Login id for Power BI desktop using college email id
Step 2: Create professional-looking dashboard that incorporate impressive graphics such as charts and
diagrams.

Step 3: Give dashboard a consistent look by applying styles and themes that control the font, size, color,
and effects of text and the background.

Step 4: Store and reuse ready-made content and formatted elements.

Step 5: Make information in dashboard accessible.

Step 6: Safeguard your dashboard by controlling who can make changes and the types of changes that
may be made, removing personal information.
OUTPUT

RESULT

Thus, the properties and functions of Microsoft powerBI are studied.

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 Exercise No: 2
Date: MS-POWERBI MENUS AND TOOL BAR

AIM:
To familiarize with the Menu Bar and Tool Bar MS-PowerBI
PROCEDURE
Step 1: A menu bar is a graphical control element which contains drop-down menus.
Step 2: The menu bar's purpose is to supply a common housing for window- or application-
specific menus which provide access to such functions as opening
Step 3: files, interacting with an application, or displaying help dashboard or manuals.
Step 4: Menus are hierarchical lists of commands or options available to users in the current context.
Step 5: Drop-down menus are menus displayed on demand on mouse click or hover.
Step 6: A submenu or cascading menu is a secondary menu displayed on demand from within a menu.
Step 7: Menus are often displayed from a menu bar, which is a list of labeled menu categories typically
located near the top of a window.
Step 8: By contrast, a context menu drops down when users right-click on an object or window region
that supports a context menu
OUTPUT:

RESULT
Thus the tab present in Microsoft PowerBI toolbar are studied

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Exercise No: 3
Date: CREATING AND FORMATTING TABLES

AIM:
To create and format tables by using MS-PowerBI
PROCEDURE
Step 1: To create a table in PowerBI, navigate to the Insert Ribbon by clicking on the Insert tab.
Step 2: Click on the Table button on the Insert Ribbon and mouse over the table configuration of rows
and columns that you wish to insert. This is by far the easiest way to create a table when you know
exactly how many rows and columns you will need.
Step 3: You can also choose one of the first two items from the list and insert a table by way of the Insert
Table dialog box or by drawing a table.
Step 4: You can insert tables from Microsoft Excel as well. Choosing Excel Spreadsheet from the options
will insert a functional spreadsheet object into your dashboard .
Step 5: Several pre-made table templates are available on the Insert tab listed under the Quick Tables item
. You can insert calendars, double tables, and tabular lists, to name just a few.
Step 6: The Design Ribbon also includes a section where you can set the type of line you would like to
use, the point size of that line, and the color of that line.
Step 7: In another area on the Design Ribbon under Table Tools, you can set shading and place or remove
border lines. The number of choices offers you a tremendous amount of formatting flexibility.
Step 8: Additional formatting options are available on the Layout Ribbon under Table Tools, shown in .
Step 9: Clicking Properties will give you the familiar 2003 Properties dialog box, where you can specify
wrapping and alignment on the page.
Step 10: You can also change text direction and cell margins in this area of the Ribbon.
Step11: Other formatting features, like bold and italic text formats, are controlled by the pop-up toolbar
you can reach by right-clicking the text you want to interact with, as shown in .
OUTPUT:

RESULT:

Thus the table is created and formatted.

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Exercise No: 4
Date: FORMATTING OF DASHBOARDS

AIM:

To learn dashboards with conditional formatting by using MS-PowerBI.

PROCEDURE
Step 1: Open Power BI and import Hardware_sales_class_data.Xls to create a table.

Step 2: Choose two fields from the data sheet Sales and Month.
Step 3: In the visualization tab select month -> conditional formatting -> background color
Step 4: In background color dialogue box select minimum value color and maximum value color, Click
ok.
Step 5: Choose two fields from data sheet Stores, Sales, Month.
Step 6: In the visualization tab select month -> conditional formatting -> Icon
Step 7: In background color dialogue box select If Value in 3 different %range, Click ok.
Step 8: Choose two fields from data sheet Stores, Sales, Month.
Step 9: In the visualization tab select month -> conditional formatting -> Databar
OUTPUT:

RESULT

Dashboard with conditional formatting is prepared by Ms PowerBI

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Exercise No: 5
Date: PREPARING REPORT

AIM: To prepare Report by using MS-PowerBI

PROCEDURE
Step 1: A report is used to let a potential customer know the outcome before hand.
Step 2: When a user sees report, they can base their decisions without needing powerBI.
Step 3: This is why reports are mostly used when costs are relatively stable and the services/goods to be
provided can be accurately estimated (labor, cost of raw materials, etc.).
OUTPUT :

RESULT :

Thus report is prepared using Microsoft PowerBI

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Exercise No: 6
Date: QUERY USING POWER BI

AIM:
To prepare query using MS-PowerBI

PROCEDURE

Step 1: Open Power BI and import Hardware_sales_class_data.Xls to create a table.

Step 2: Choose two fields from the data sheet Sales and Month.
Step 3: Click ask a question icon
Step 4: Type which month sale is higher
Step 3: Click ask a question icon
Step 4: Type what is the sale for july
Step 5: Choose three fields from the data sheet Sales, Product and Month.
Step 6: Click ask a question icon
Step 7: Type what is the value of safety1 on October
OUTPUT :

RESULT:

Thus query is prepared using Microsoft PowerBI

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Exercise No: 7
Date: DESIGNING INSIGHTS

AIM:

To design an insight by using MS-PowerBI

PROCEDURE
Step 1: Open Power BI and import Hardware_sales_class_data.Xls to create a table.
Step 2: Choose Month and Sales field.
Step 3: Click the suitable chart for the visualization of sales details.
Step 4: Pie chart icon is clicked to create sales value chart.
Step 5: Particular month sales can be viewed through dashboard.
OUTPUT:

RESULT

Thus insight is designed by using Ms PowerBI

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Exercise No: 8
Date: CREATING CUSTOM REPORTS

AIM:

To create custom reports by using MS-PowerBI

PROCEDURE
Step 1: Open Power BI and import Hardware_sales_class_data.Xls to create a table.
Step 2: Choose Month and Sales field.
Step 3: Click the suitable chart for the visualization of sales details.
Step 4: Staked bar chart icon is clicked to create sales and product value chart.
Step 5: Particular product sales can be viewed through dashboard.
OUTPUT:

RESULT

Thus, the report is created in Microsoft PowerBI

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Exercise No: 9
Date: CREATING MAPS

AIM:
To Create Maps by using MS-PowerBI.

PROCEDURE
Step 1: Open the Microsoft PowerBI program. Use the Windows "Start" button to select "All Programs."
Select "Microsoft PowerBI" from the "Microsoft Office" folder.

Step 2: Click the Microsoft Office button in the upper left corner of PowerBI, then select the "New"
option. This will launch a separate "New Dashboard" pop-up menu.

Step 3: Click Modeling tab -> Data category -> Country. Power BI marks the country name as
geographic spot. Click the Filled map visual to create a new map in your report. Expand the dataset
“passengers traffic statistics” and add the field Country to the Location bucket.
OUTPUT:

RESULT:

Thus the sales order is created in Microsoft PowerBI

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Exercise No: 10
Date: VISUAL INTERACTIONS IN POWERBI

AIM:

To Create a visual interaction to send a letter one or more members.

PROCEDURE

Step 1: Open MS-PowerBI by click on START button; go to All Programs, then select Microsoft Office
PowerBI
Step 2: To open a new dashboard, Click on Office Button then select New - > Blank Dashboard then click
on create option.
Step 3: Click Mailing Start visual interaction Dashboard
Step 4: Select “Mailings” from “Tools‟ menu. Then click on “Start Visual interaction” option then select
“step by step Visual interaction wizard” Then Visual interaction dialog box appears on the right side of
the screen.
Step 6: At last we have to save the file as “Visual interaction.pbix” by clicking on: “Save” button from
“main” button.
Step 7: Finally Close and Exit the PowerBI dashboard
OUTPUT :

RESULT:

The PowerBI dashboard - visual interaction and displayed the output

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Exercise No: 11
Date: Card Visualization

AIM:

To Create a Card Visualization

PROCEDURE

Step 1: Open MS-PowerBI by click on START button; go to All Programs, select Microsoft Office
PowerBI.

Step 2: Create a card is to use the report editor in Power BI Desktop. Start on a blank report page and
select the Data > Sales field.Power BI creates a column chart with the one number.

Step 3: Options for changing labels, text, color and more. The best way to learn is to create a card and
then explore the Formatting pane. Here are just a few of the formatting options available. The Formatting
pane is available when interacting with the card in a report. Start by selecting the paint roller icon to open
the Formatting pane.

Step 4: Expand Category label and change the color and size.

Step 5: Expand Background and move the slider to On, and change the background color and
transparency.
OUTPUT :

RESULT :

The output is created successfully.

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Exercise No: 12
CREATING LINE GRAPH IN TABLEAU
Date:

AIM
To learn basic tableau functions for dashboard.
PROCEDURE
Step 1: Import data into tableau workspace from the computer.
Step 2: Under the Sheets Tab, three sheets will become visible namely Orders, People, and Returns.
Double click on Orders Sheet, and it opens up just like a spreadsheet.
Step 3: use of Data Interpreter, also present under Sheets Tab. By clicking on it, to get a formatted sheet.
Step 4: Go to the worksheet. Click on the tab sheet 1 at the bottom left of the tableau workspace.
Step 5: In dimension under the Data pane, drag the order date to the Column shelf.
Step 6: the measure tab, drag the sales field onto the Rows shelf.
OUTPUT:

RESULT:
Tableau populates a chart with sales aggregated as a sum. Total aggregated sales for each year by order
date is displayed. Tableau always populates a line chart for a view that includes time-field which in this
example is Order Date.

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Exercise No: 13
REFINING THE VIEW IN TABLEAU
Date:

AIM:
To learn basic tableau functions for dashboard.
PROCEDURE:
Step1: Category is present under the Dimensions pane. Drag it to the columns shelf and place it next
to Year(order Date)
Step 2: The category should be placed to the right of year .
Step 3: A a bar chart type from a line is created. The chart shows the overall sales for every product by
year.
Step 4: To add labels to the view, click show mark labels on the toolbar
Step 5: Click swap on the toolbar to show the graph in horizontally.
Step 6: Double-click or drag the sub-category dimension to the Columns shelf.
Step 7: Displays a bar for every sub-category broken down by category and year.
OUTPUT :

RESULT :
It shows sales by category i.e., furniture, office supplies, and technology. It is also inferred that furniture
sales are growing faster than sales of office supplies except for 2016.

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Exercise No: 14
ADDING FILTERS IN TABLEAU
Date:

AIM :
To add filters to the data set.
PROCEDURE
Step 1: Category is present under the Dimensions pane. Drag it to the columns shelf and place it next
to Year(order Date)
Step 2: The category should be placed to the right of year .
Step 3: A a bar chart type from a line is created. The chart shows the overall sales for every product by
year.
Step 4: To add labels to the view, click show mark labels on the toolbar
Step 5: Double-click or drag the sub-category dimension to the Columns shelf.
Step 6: Displays a bar for every sub-category broken down by category and year.
Step 7: Under Dimensions, right-click Order Date and select Show Filter. Repeat for Sub->category field
also.
OUTPUT:

RESULT:
Sales for the year of 2013 and 2016 are displayed with filtered orders.

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Exercise No: 15
ADDING FILTERS AND COLORS IN TABLEAU
Date:

AIM :
To add filters and colors to the data set.
PROCEDURE:
Step 1: Category is present under the Dimensions pane. Drag it to the columns shelf and place it next
to Year (order Date)
Step 2: The category should be placed to the right of year.
Step 3: A a bar chart type from a line is created. The chart shows the overall sales for every product by
year.
Step 4: To add labels to the view, click show mark labels on the toolbar
Step 5: Double-click or drag the sub-category dimension to the Columns shelf.
Step 6: Displays a bar for every sub-category broken down by category and year.
Step 7: Under Dimensions, right-click Order Date and select Show Filter. Repeat for Sub->category field
also.
Step 8 : In the Data pane, under Measures, drag Profit to Color on the Marks card.
OUTPUT:

RESULT:

The profit is differentiated with colors.

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Exercise No: 16
INSIGHTS ON THE SALE IN TABLEAU
Date:

AIM :
To understand unprofitable product.
PROCEDURE
Step 1: Category is present under the Dimensions pane. Drag it to the columns shelf and place it next
to Year (order Date)
Step 2: The category should be placed to the right of year.
Step 3: Double-click or drag the sub-category dimension to the Columns shelf.
Step 4: Displays a bar for every sub-category broken down by category and year.
Step 5 : Select all in the sub category filter card to show all the subcategories again.
Step 6: From the Dimensions, drag region to the rows shelf and place it to the left of the Sum(Sales) tab.
OUTPUT:

RESULT:
Region wise sale is created

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Exercise No: 17
DUPLICATING WORKSHEET IN TABLEAU
Date:

AIM
To understand how to duplicate the worksheet.
PROCEDURE
Step 1: Category is present under the Dimensions pane. Drag it to the columns shelf and place it next
to Year (order Date)
Step 2: The category should be placed to the right of year.
Step 3: Double-click or drag the sub-category dimension to the Columns shelf.
Step 4: Displays a bar for every sub-category broken down by category and year.
Step 5 : Select all in the sub category filter card to show all the subcategories again.
Step 6: From the Dimensions, drag region to the rows shelf and place it to the left of the Sum(Sales) tab.
Step 7: Double-click sheet 1 and type sales by product and region.
Step 8: Right-click the sales by product and region sheet and select Duplicate and rename the duplicated
sheet to sales-south.
Step 9: From Dimensions, drag region to the filters shelf to add it as a filter in the view.
Step 10 : Filter Region dialogue box, clear all check boxes except South and then click ok. Now we can
focus on sales and profit in the south.
OUTPUT:

RESULT:

Machine sales had a negative profit in 2014 and again in 2016.

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Exercise No: 18
MAP VIEW IN TABLEAU
Date:

AIM
To create map view to look at data in geographic view
PROCEDURE

Step 1: Create a new worksheet.

Step 2 : Add State and Country under Data pane to Detail on the Marks card. We obtain the map view

Step 3: Drag Region to the Filters shelf, and then filter down to South only. The map view now zooms in
to the South region only, and a mark represents each state.

Step 4: Drag the Sales measure to the Color tab on the Marks card. We obtain a filled map with the colors
showing the range of sales in each state.

Step 5: We can change the color scheme by clicking Color on the Marks card and selecting Edit Colors.
We can experiment with the available palettes.
OUTPUT:

RESULT:

Range of sales in each state is created.

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Exercise No: 19
BAR CHART IN TABLEAU
Date:

AIM
To create bar chart
PROCEDURE

Step 1: Create a new worksheet.

Step 2 : Add State and Country under Data pane to Detail on the Marks card. We obtain the map view

Step 3: Drag Region to the Filters shelf, and then filter down to South only. The map view now zooms in
to the South region only, and a mark represents each state.

Step 4: Drag the Sales measure to the Color tab on the Marks card. We obtain a filled map with the colors
showing the range of sales in each state.

Step 5: We can change the color scheme by clicking Color on the Marks card and selecting Edit Colors.
We can experiment with the available palettes.

Step 6: In the Data pane, drag a field and drop it directly on top of another field or right-click the field
and select.

Step 7: Duplicate the Profit Map worksheet and name it Negative Profit Bar Chart.

Step 8: Click show me on the Negative Profit Bar Chart worksheet.Show me presents the number of
ways in which a graph can be plotted between items mentioned in the worksheet. From show me select
the horizontal bar option and the view updates to horizontal from vertical bars instantly.
OUTPUT:

RESULT:

Three states have negative impact on sales.

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Exercise No: 20
DASHBOARD IN TABLEAU
Date:

AIM
To create dashboard
PROCEDURE

Step 1: Click the New dashboard button.

Step 2: Drag Sales in the South worksheet which is created before to the empty dashboard

Step 3: Drag Profit Map worksheet to the dashboard, and drop it on top of the Sales in the South view.
Both views can be seen at once. To be able to present data in a manner so that others can understand it we
can arrange the dashboard to our liking.

Step 4: On the Sales South worksheet in the dashboard view, click under the Region
OUTPUT:

RESULT:

All the created worksheet is displayed in the dashboard

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Exercise No: 21
STORY IN TABLEAU
Date:

AIM
To create story.
PROCEDURE

Step 1: Click the New story button.

Step 2: From the Story pane on the left, drag the Sales in the South worksheet and Profit by year (created
earlier) onto the view.

Step 3: Edit the text in the gray box above the worksheet. This is the caption. Name it as Sales and profit
by year.
OUTPUT:

RESULT:

All the created worksheet is displayed in the story and played for presentation

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Exercise No: 22
HISTOGRAM USING R
Date:

AIM :
To create histogram using R.
PROCEDURE

Step 1: R creates histogram using hist() function and the syntax is

hist(v,main,xlab,xlim,ylim,breaks,col,border).

Step 2: Script given below will create histogram in the current working directory.

Step 3: Create the vector data for the histogram and give the histogram a name

v<- c(8,11,15,6,17,18,30,25,26,22,19,12,10,13,11,21)

png(file = “histogram.png”)

Step 4: Histogram is created using the below code

hist(v,histogram of v,xlab = “weight”, col = “yellow”, border = “blue”, xlim = c(0,40),

ylim =c(0,5), break=3)

Step 5: Save the file using dev.off()

OUTPUT:

RESULT:

Hence histogram is created

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Exercise No: 23
SCATTER PLOT USING R
Date:

AIM
To create scatterplot using R.
PROCEDURE
Step 1: R creates scatterplot using plot() function and the syntax is
plot(x, y, main, xlab, ylab, xlim, ylim, axes).

Step 2: Script given below will create scatterplot in the current working directory.We use the data
set "mtcars" available in the R environment to create a basic scatterplot. Let's use the columns "wt" and
"mpg" in mtcars.

input <- mtcars[,c('wt','mpg')] print(head(input))Live Demo

When we execute the above code, it produces the following result

wt mpg
Mazda RX4 2.620 21.0
Mazda RX4 Wag 2.875 21.0
Datsun 710 2.320 22.8
Hornet 4 Drive 3.215 21.4
Hornet Sportabout 3.440 18.7
Valiant 3.460 18.1

Step 3: Get the input values for the scatterplot and give a name

input <- mtcars[,c('wt','mpg')] png(file = “scatterplot.png”)

Step 4: Scatterplot is created using the below code

plot(x = input$wt,y = input$mpg, xlab = "Weight", ylab = "Milage", xlim = c(2.5,5),

ylim = c(15,30), main = "Weight vs Milage")
Step 5: Save the file using dev.off()

OUTPUT:

RESULT:

Hence scatter plot is created

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Exercise No: 24
BOXPLOT USING R
Date:

AIM
To create boxplot using R.
PROCEDURE
Step 1: R creates boxplot using plot() function and the syntax is
boxplot(x, data, notch, varwidth, names, main)

Step 2: Script given below will create boxplot in the current working directory.We use the data
set "mtcars" available in the R environment to create a basic boxplot. Use the columns "mpg" and "cyl"
in mtcars.

input <- mtcars[,c( 'mpg',’cyl’)] print(head(input))Live Demo

When we execute the above code, it produces the following result

Mpg cyl
Mazda RX4 21.0 6
Mazda RX4 Wag 21.0 6
Datsun 710 22.8 4
Hornet 4 Drive 21.4 6
Hornet Sportabout 18.7 8
Valiant 18.1 6

Step 3: Get the input values for the boxplot and give a name

input <- mtcars[,c('mpg','cyl')] png(file = “boxplot.png”)

Step 4: Boxplot is created using the below code

boxplot(mpg ~ cyl, data = mtcars, xlab = "Number of Cylinders", ylab = "Miles Per Gallon", main =
"Mileage Data")
Step 5: Save the file using dev.off()

OUTPUT:

RESULT:

Hence box plot is created

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Exercise No: 25
PIE CHART USING R
Date:

AIM
To create piechart using R.
PROCEDURE
Step 1: R create piechart using pie() function and the syntax is
pie(x, labels, radius, main, col, clockwise)

Step 2: Script given below will create pie chart in the current working directory.

Step 3: Get the input values for the piechart and give a name
x <- c(21, 62, 10, 53)
labels <- c("London", "New York", "Singapore", "Mumbai")

png(file = "city.jpg")

Step 4: Plot the graph using the following code:

pie(x,labels)

Step 5: Save the file using dev.off()

OUTPUT:

RESULT:

Hence pie chart is created.

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