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Power BI Manual 04

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32 views16 pages

Power BI Manual 04

Uploaded by

AB
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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MICROSOFT POWER BI MANUAL

FOR DESKTOP
Visualizing Data
Visualizing Data

Three Key Questions

1.
1 What TYPE OF DATA are you working

with?
Geospatial? Time-series? Hierarchical? Financial?

1. What do you want to COMMUNICATE?


2
Comparison? Composition? Relationship? Distribution?

1. Who is the END USER and what do they


3

need?
Analyst? Manager? Executive? General public?
Three Key Questions

1. What TYPE OF DATA are you


working with?

TIME SERIES FINANCIAL

GEOSPATIAL TEXTUAL

CATEGORICAL FUNNEL

HIERARCHICAL SURVEY

The type of data you’re working with often determines which type of
visual will best represent it; for example, using maps to represent
geospatial data, line charts for time-series data, or tree maps for
hierarchical data
Three Key Questions

2. What do you want to


COMMUNICATE?

COMPARISON COMPOSITION DISTRIBUTION RELATIONSHIP

Keep it simple! While there are hundreds of charts to choose from, basic
options like bars and columns, line charts, histograms and scatterplots
often tell the simplest and clearest story
Three Key Questions

3. Who is the END USER and what


do they need?

THE ANALYST THE MANAGER THE EXECUTIVE

How you visualize and present your data is a function of who will be
consuming it; a fellow analyst may want to see granular details, while
managers and executives often prefer topline KPIs and clear, data-driven
insight
Analytics Dashboards
Dashboards are analytics tools designed to consolidate data from
multiple sources, track key metrics at a glance, and facilitate data-driven
storytelling and decision making

Dashboard Design Framework

1 A well-designed dashboard should serve a


distinct purpose for a distinct audience, use
clear and effective metrics and visuals, and
2 provide a simple, intuitive user experience.

Key questions to consider:


3 Who are the end-users of your dashboard?
What are their key business goals and
objectives?
4 What are the most important questions
they need answers to?
5 How can I present information as clearly as
possible?

6
The Report View

Insert Menu (Add pages, visuals, buttons, shapes, images, etc.)

Report View Panes


(Data, Format,
Bookmarks,
Selection)
Report Canvas

Filter Pane
(Page-level,
report-level,
Visual-level
filters)

Report Pages (each tab is a blank report canvas) View Options(Zoom, fit to page)
Building & Formatting Charts

The Build menu allows you to change the visual type, auto-suggest visuals,
and add data to customize chart components (x-axis, y-axis, legend, tooltips,
etc.)
This is a contextual menu, so you will only see options which are relevant
to the selected visual
You can build visuals by either inserting a specific chart type and adding
data, or by dragging a field from the Data pane onto the canvas
Building & Formatting Charts

The Format menu allows you to quickly add common chart


elements (title, axis labels, data labels, legends, etc.) and
access additional options and properties in the Format pane
This is a contextual menu, so you will only see options which are
relevant to the selected visual

Enable on-object formatting by double-clicking the chart


object (or right-click > format), which allows you to select and
edit individual chart elements
On-object formatting is only available for certain visuals (bar,
column, line, area, combo & scatter
Filtering Options
Conditional Formatting

Conditional formatting allows you to dynamically format Table or


Matrix visuals based on cell values
Conditionally formatting options can be found in the Format pane,
under Cell elements
Options include background color, font color, data bars, icons, or
Web URL
MAP Visuals

Power BI includes several types of map


visuals powered by Bing Maps

Tips for creating accurate maps:


1. Assign categories to geospatial fields
2. Add multiple location fields
3. Use latitude/longitude when possibl
Slicers

Slicers are visual filters which affect all other visuals on a report page (by default)
Slicers can take many formats depending on the data type, including lists,
dropdowns, tiles, ranges, and more

Tip: Use Apply/Clear All Slicers


buttons for more filtering control
DRILL UP & DRILL DOWN

Drill Up and Drill Down tools allow you to switch


between different levels of granularity
In this example users can “drill up” from weekly to monthly, or “drill down” to daily
The single down arrow activates drill mode, allowing users to drill by clicking data
points
The forked down arrow expands each level of the hierarchy (used in matrix visuals)

Tip: Use location hierarchies and enable drill


mode to create interactive map visuals
Report Interactions

Edit report interactions to customize how filters applied to one visual impact other visuals
on the page
Cross-filter options include filter, highlight and none, depending on the visual type

Format > Edit Interactions


Data Visualization Best Practices

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