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Practical 8
EXERCISE-1.1

AIM: Loading existing reports

A virtual machine running Power BI is provided. It may take a few minutes to load, but it only needs to
be set up once. Before loading data and creating visualizations, it's important to know how to load
existing reports.

EXECUTION:

1. Instruction:
Everything is prepared for you right here on DataCamp, but if you prefer to take the course on
your local version of Power BI, you can download the course material here or on the course
overview page.
Hint: There are two options to take the course as explained.

2. Instruction:
● Close the EmptyReport file.
● On the desktop, click on the Exercises folder andopen
the report called 1_0_loading. Pbix.
● Once the report opens, make sure you are viewing the Sales Data page.

Hint:
● You have been given access to Power Bl in a virtual machine with everything youneed
pre-installed. It's best to close previous workbooks to optimize performance.
● Once in the desktop of the virtual machine, there will be a folder on the left called
Exercises.
● When you have clicked on the folder, you will see a list of Power Bl desktop files,which
end with pbix.
● Open the 1_0_loading.pbix file.
● If the report named 1_0_loading.pbix doesn't show up, you might be trying to open a data
file. Make sure to use the Exercises folder from the virtual machine desktop.

3. Instruction:
You can enlarge the Power Bl interface by clicking on the full-screen button in thebottom
right corner or by zooming out.
Hint: No need to do this if your screen is big enough.

4. Instruction:

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You can also make the canvas area bigger by expanding and collapsing the Filters,
Visualizations, and Fields panes by selecting the arrows at the tops of the panes.
Hint: No need to do this if your screen is big enough.

5. Question:
What was the total profit for World Wide Importers? (Answer Format: X.XXM)
Hint:
● Close any files that appear on the virtual machine. Then, on the desktop, click onthe
Exercises folder and open the report called 1_0_loading. Pix.
● Make sure that you are viewing the information on the Sales Data page.
● The total profit is visible in the card visualization.
Ans: 9.92M

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EXERCISE-1.2

AIM: Your first visualization

In this exercise, FactSale.cs is loaded, and a bar chart shows the quantity of items sold by Wide World
Importers (WWI). To make this more meaningful, segment the graph by years. Load another data file
with that information. Use the undo button in the top left corner to undo any edits. If progress is lost,
close any open reports and load 1_1_first_viz.pbixfrom the Exercises folder on the desktop.

EXECUTION:

1. Instruction:
● From the bottom left corner of the file, change the page you are viewing fromSales
Data to Page 1.
● You can delete the Sales Data page as you will no longer be using it.
Hint:
● In the bottom left corner, click on the Page 1 tab to change the page.
● You can delete the Sales Data page by hovering over the name and clicking the x.You
can also right-clock the name and select Delete page.

2. Instruction:
Using the Get Data button, select Text/CSV from the list and load DimDate.cv from
Datasets/WWI . Make sure to use the file in the wwI folder.

Hint:
● To load data, you can use the Get Data > Text/CSV button on the top Home pane.If you
are only seeing DimEmployee.lsx, it means you selected Excel instead of Text/CSV.
● Make sure to use the correct dataset! You can find the DimDate.csv file in the
Datasets/WWI folder. If there are no files in that location, you may be trying toopen a
workbook instead of loading a data file.
● In the pop-up window showing a preview of the DimDate.csv data, you can clickon the
yellow Load button.

3. Instruction:
In the Model view, create a relationship between FactSale 's Invoice Date Key and
DimDate's Date.

Hint:
● There are three different views in Power Bl (Report, Data, and Mode). They are
represented by icons on the left hand pane. You can see their names by hovering over
them.

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● To create a relationship, drag Invoice date key from the FactSale table on top ofthe
Date field in the DimDate table.

4. Instruction:
● In the Report view, select the existing bar chart and then select Calendar Yearfrom
DimDate in the Data pane.
● Make sure to use Calendar Year instead of Calendar Year Label. You can expandthe
Data pane by dragging its left-hand border.

Hint: In the Visualizations pane, below the visualization icons, you might need to scrolldown to
see the Value field.

5. Instruction:
In the Visualizations pane, drag Calendar Year to X-axis rather than Y-axis.
Hint: Alternatively you can remove Calendar Year from Y-axis and drag it straight fromthe
Data pane on the right to X-axis.

6. Question:
Based on your resulting visualization, which statement is true?
Hint:
● A taller bar corresponds to a higher quantity.
● Do you have Quantity as the Y-axis and Calendar Year as the X-axis in the
clustered column chart?

Ans: Quantity of items sold per year has only increased from 2013 to 2015.

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EXERCISE-1.3

AIM: Add a card.

Add more details to the report by showing the profit made over the years. A card is a good choice for
this since it’s simple and adds interactivity. If progress is lost, close any open reports and load
1_2_add_a_card.pbix from the Exercises folder on the desktop.

EXECUTION:

1. Instruction:
In the Report view, deselect any visuals you have selected by clicking a blank area of thecanvas.
Hint: Click anywhere in the blank space of the Report view to make sure no visuals are
selected.

2. Instruction:
Select the Profit field from FactSale . A bar chart will get created automatically. Note thatyou can
use the Search function in the Fields pane to easily locate columns.
Hint: To select the Profit field, go to the Fields pane on the most right-hand side, you'llfind it
under FactSale .

3. Instruction:
Choose the Card visualization to change the bar chart into text:

Hint:
● The card visualization is represented by a rectangle icon with the numbers "123"in the
Visualizations pane. You can hover over the icons to see their
names.
● You can select the year 2014 bar by clicking on it.
● Make sure you have the bar chart selected when clicking the card icon.

4. Instruction:
You should now have two visualizations in your report. Arrange and resize them to yourliking
so there is no overlap between the two visuals!

Hint:
● You can move the visualizations by selecting them and dragging them to whereyou
want them to be.
● It could be that you can't see the Calendar Year 's at the bottom of the bar chart
anymore, this happened because the card is overlapping with the bar chart.
● To resize, you have to move your mouse to one of the corners. Your mouse shouldchange
to a resizing arrow.

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5. Question:
Select the year 2014 bar. How does the profit card change?

Hint: You can select the 2014 bar by clicking on it. The rest of the bars will be a lightershade of
blue upon selection.

Ans: The card changes from 9.92M to 2.91M.

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EXERCISE-1.4

AIM: Slicer
We have the Quantity and Profit fields in the report. To analyze how each Wide World Importers(WWI)
salesperson contributed to the quantity sold and profit generated, add a new dimension table and a slicer.

EXECUTION:

1. Instruction:
● Load the Excel file DimEmployee.xlsx from Datasets/WWI using the Excelworkbook
button on the top menu. This is located next to the Get data option.
● Note: Ensure you also view Excel files when selecting and accessing the Datasetsfolder.

Hint: To load an Excel file, you can use the Excel workbook button on the top menu under
Home. Make sure you press the DimEmployee tab in the "Navigator" so you can load it.

2. Instruction:
● Create a relationship between FactSale 's Salesperson Key and DimEmployee 's
Employee Key .
● Click Save in the New relationship window that appears without changing anysettings.

Hint:
● To create a relationship, go to the Model view and drag and drop one of the fields on top
of the other.
● If you can't see the DimEmployee table, collapse the Properties and Data panes.
Alternatively you can zoom out using the bar in the bottom right corner. You can also
move tables closer together if they are too far apart.

3. Instruction:
In the Report view, add a slicer.

Hint:
● Verify you properly added a slicer. In the Report view, make sure no visualizations are
selected by selecting a blank space on the canvas. Go to the Visualization pane and select
the slicer icon.
● Remember, making a click over a section of a visualization helps filtering the display.

4. Instruction:

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● Add the Employee field to the slicer.
● Change the slicer style by going to the Format your visual section in theVisualizations
pane.
● Then navigate to Slicer Settings > Options > Style and switch from "Vertical list"to
"Dropdown".

Hint:
● The Employee field is under DimEmployee in the left-hand most Data pane.
● Select it while the new Slicer visual is also selected.

5. Question:
Using the slicer you've just added, how much profit did salesperson "Taj Shand" generatefor
WWI in 2014? Round accordingly to the nearest $1,000. (answer format: S_ K)

Hint:
● Make sure you have created the necessary relationship between the FactSale and
DimEmployee tables.
● In the Report view, make sure no visualizations are selected by selecting a blankspace
on the canvas.
● Go to the Visualizations pane and select the slicer icon.

Ans: $295K

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EXERCISE-1.5

AIM: More columns.

Wide World Importers sells two types of products: chilled and dry, each requiring different packaging.
To compare these product types, add the quantity of chilled or dry products sold tothe column chart. If
progress is lost, close any open reports and load 1_4_more_columns.pbix from the Exercises folder on
the desktop.

EXECUTION:

1. Instruction:
Select the Quantity of Items Sold column chart.

Hint: You want to add Total Dry Items and Total Chiller Items to the Quantity of ItemsSold
column chart so it needs to be selected.

2. Instruction:
Select Total Dry Items and total chiller items in the Data pane.

Hint: You can find Total Dry Items and Total Chiller Items under FactSale in theleft-
hand most Data pane.

3. Question:
Based on the result, which statement is true about Wide World Importers?

Hint: A third column for Total Chiller Items only shows up in one of the years.

Ans: It seems like Wide World Importers only started selling chilled items in 2016.

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EXERCISE-1.6

AIM: Table.
Add a table to the report to display details of sales transactions. With Power BI’s interactivity, this will
allow viewing sales examples based on the selection. If progress is lost, close any open reports and load
1_5_table.pbix from the Exercises folder on the desktop

EXECUTION:

1. Instruction:
Deselect any selected visualization and add a table. If you don't have space you can makethe bar
chart smaller, so you can add a table at the bottom of the page.
Hint: To add a new table, go to the Visualizations pane and select the Table icon, locatednear the
Slicer icon.

2. Instruction:
Add the dimension field Employee to the table.
Hint: Employees can be found in the DimEmployee table.

3. Instruction:
Add the fact fields to the table: Description, Quantity, Total Including Tax, Profit.

Hint:
● The fact fields can be found under FactSale .
● You can resize the table to make the content easier to read.

4. Instruction:
● Add a text box to clearly title the report "Sales Data" and arrange the report toyour
liking.
● Change the name of the page tab to contain the same name as the title.
Hint:
● A text box can be added in the top menu under Home.
● To change the name of the page tab, right-click on Page 1 and select RenamePage.

5. Question:
Using the table's total row, how much "Total Including Tax" did "Sophia Hinton"generate in
2016?

Hint: Select "Sophia Hinton" from the Employee slicer and select the 2016 bars. Look atthe
bottom row of the table
Ans: 309004.06

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EXERCISE-2.1

AIM: Transform before load.

Raw data often requires transformation due to human errors, bugs, or file conversion. Power BI’s Power
Query Editor Helps transform data before loading. In this exercise, load the DimCustomerdimension, but
note that this file needs editing before loading. If progress is lost, close any open reports and load
2_1_transform_load.pbix from the Exercises folder on the desktop.

EXECUTION:

1. Instruction:
● Using Get data, access the CSV file DimCustomer.csv from the Datasets/WwIfolder
on the desktop.
● Select the Transform Data button to navigate to Power Query as shown in the
navigation cheat sheet.

Hint:
● Click on the Get data option on the Home menu at the top, and select Text/CSV.
● After selecting DimCustomer.csv , a pop-up should show up with a datasetpreview.
● Make sure to select Transform Data instead of the highlighted Load button.

2. Instruction:
Remove the first row. It contains mostly blanks and does not provide any usefulinformation.

Hint:
● To remove the first row, select the Remove Rows button on the top Home menu.
● Select Remove Top Rows and specify 1 row in the input, since we only want toremove
that one row.

3. Instruction:
Make the resulting first row the header row.

Hint: Select Use First Row as Headers from the top Home menu.

4. Instruction:
● Delete the columns Valid From and Valid To.
● Close and apply.
Hint:
● While selecting the columns you would like to remove, select the Remove
Columns button in the top Home menu.

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● Make sure to "Close and Apply" otherwise your modifications won't save.

5. Instruction:
In the Data pane, select the Edit Query menu option from DimCustomer.

Hint: The Data pane is on the right hand side. The Edit Query option is in the dropdownshown
after selecting the three dots, ... , after DimCustomer.

6. Question:
In the Power Query Editor window that has opened, how many steps are listed in the"Applied
Steps" section?

Hint: You can find the "Applied Steps" in the Query Settings pane on the right.
Ans: 6

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EXERCISE-2.2

AIM: Field aggregation.

Now that DimCustomer has been loaded and cleaned, create a visualization using it. Power BI
automatically sums numerical fields in visualizations, but you will try a new aggregation in this exercise.
If progress is lost, close any open reports and load 2_2_field_agg.pbix from the Exercises folder on the
desktop.

EXECUTION:

1. Instruction:
● Click "Close & Apply" to close Power Query in case it is still open.
● Check that Power Bl recognized a relationship between FactSale and
DimCustomer .
● Add a new page tab in the Report view.

Hint:
● In the model view, FactSale and DimCustomer should be connected by CustomerKey .
● To add a new page tab, click the + button in the bottom pane.

2. Instruction:
Make a clustered column chart using Buying Group from DimCustomer and TotalIncluding
Tax from FactSale.

Hint:
● Select a blank area of the new page tab, then select the Clustered column chartfrom
the Visualizations pane and the fields from the Data pane.
● Buying Group should be put onto the "Axis", and Total including Tax should beput as
"Values"

3. Instruction:
Change it so that the value is the minimum of Total Including Tax .

Hint:
● Select the bar chart you created. Look at the Value section within the
Visualization pane.
● In the drop down of Total Including Tax, select
Minimum over Sum.

4. Question:
According to the total including tax, how much was the cheapest sale made to TailspinToys
(answer format: 1.1)?

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Hint: The resulting graph shows the minimum Total Including Tax for all transactions
segmented by buying group. You can hover over the bars to see their exact values.

Ans: 5.52

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EXERCISE-2.3

AIM: Transforming columns.

Earlier, row-level data was cleaned by removing incorrect entries or adjusting headers. Now, tackle
column-level issues, such as renaming, splitting, or fixing data types. If progress is lost, close any open
reports and load 2_3_transforming_columns.pbix from the Exercises folder onthe desktop.

EXECUTION:

1. Instruction:
● Make sure no bars are selected on the bar graph.
● Create a Card visualization with the Credit Limit field from DimCustomer

Hint: The Card visualization can be found in the Visualizations pane with a "123" icon.

2. Instruction:
The card should show? -, which is unexpected! Edit the query of DimCustomer to openup the
Power Query Editor and fix the Credit Limit column.

Hint:
● If you're having trouble finding the Credit Limit column, make sure you areviewing
DimCustomer .
● To edit the query, select the ". .. " after DimCustomer in the Fields pane and select
Edit Query from the dropdown.
● Select the Credit Limit column within the DimCustomer table.

3. Instruction:
● Replace values so that? s are replaced with blanks in Credit Limit.
● Repeat so that - s are replaced with blanks for the Credit Limit column.

Hint: Find the Replace values button in the top menu to the right of the Group By button.The
first value inputted should be either ? or - and the second value should be blank.

4. Instruction:
Change the data type of Credit Limit from Text to Decimal Number.

Hint:
● Make sure the Credit Limit column is selected.
● Click the dropdown above Replace values that currently says Data Type: Text andselect
Decimal
Number.

5. Instruction:

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Close and apply and return to the Report view. In the card, change the value to be theaverage
Credit Limit.

Hint:
● The Close & Apply button can be found in the top menu under Home.
● Select the card visualization you made. In the Fields section of the Visualizationspane,
select Average in the dropdown for the credit limit field.

6. Question:
What is the average credit card limit of a Wide World Importers customer (answerformat:
$11.11K)?

Hint: Make sure to deselect any bars in the bar graph so that all buying groups are
considered.
Ans: $99.53K

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EXERCISE-2.4

AIM: Formatting currency.

Now that data type formatting has been covered, return to the first report on the "Sales Data" tab. Improve
the formatting of the Profit and Total Including Tax columns to clearly show they are monetary values,
unlike Quantity. If progress is lost, close any open reports and load 2_4_format_currency.pbix from the
Exercises folder on the desktop.

EXECUTION:

1. Instruction:
● In the Table view of FactSale, select the Total Including Tax column.
● Using Column tools, change the format to Currency.

Hint:
● The Table view is the second icon in the left-handmenu.
● When you select a column in the Table view, the Column Tools menu shouldappear
above automatically. Within it you can find the option to change the
format.

2. Instruction:
Change the number of decimal places shown to 2 instead of Auto.

Hint: To change the number of decimal places, select the comma icon and increase the input to 2.

3. Instruction:
● Change the default aggregation from sum to Average.
● Repeat the same format and decimal place changes to the Profit column.

Hint:
● To change the default aggregation, select Average in the dropdown labeled
Summarization in Column Tools.
● Make sure to select the Profit column in order to make changes.

4. Instruction:
● Add a card to your report and select Total Including Tax .
● If applicable, clear any selections on the Employee slicer so that all employees are
considered.

Hint: To add a card, select a blank area in your report and then select the card visualization icon
(a rectangle icon with the numbers "123" in the Visualizations pane). Then, select Total Including
Tax to add it to the card.

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5. Question:
What does the "Total Including Tax" card now display? (answer format: $###.##)

Hint: Make sure no filters are applied to the card, e.g., no slicer or bar selections on theother
visualizations.

Ans: $865.82

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EXERCISE-2.5

AIM: Map making with geographic data.

Maps are an engaging way to present data with a geographic layer. Imagine we wanted to depict the
profit each state in the US generates. We could create a bar chart showing the states and the profit they
generate. However, since there are 50 states, a map is much easier to scan for patternsand outliers.
If you lost progress, close any open reports and load 2_5_making_maps.pbix from the Exercises folder
on the desktop.

EXECUTION:

1. Instruction:
● Load the dimension table DimCity.csv from the Datasets/WWI folder on the
Desktop.
● Go to the Model view and make sure a relationship is found between DimCity and
FactSale

Hint:
● To load data, you can use the Get Data > Text/CSV button on the top Home pane.
● There are four different views in Power BI (Report, Table, Model, and DAX
Query). They are represented by icons on the left hand pane. You can check for
relationships in the Model view.

2. Instruction:
In the Table view, change the Data category of Dimlity's State Province to "State or
Province".

Hint: When you select a column in the Data view, the Column Tools menu should appearabove
automatically. There you can find the option to change the Data Category.

3. Instruction:
Make sure the default summarization for Profit from FactSale is "Average".

Hint:
● You can change the default aggregation in the Table view.
● Select "Average" in the dropdown labeled Summarization in Column Tools.

4. Instruction:
● In the Report view, navigate to the second tab.
● Create a Map visualization using State Province as Location and Profit as Bubblesize.

Hint:

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● The Map visualization is represented by a globe in the Visualization pane.
● When selecting the map, State Province should be in the Location section andProfit
should be in the Size section.

5. Instruction:
● Add a Slicer for the Buying Group field from the DimCustomer table.
● Arrange the report to your liking and add a title.

Hint: Select a blank part of the report and select the Slicer visualization. Add the BuyingGroup
field to it.

6. Question:
Using the map and the slicer, which state generates the highest average profit for the"Wingtip
Toys"?

Hint: Select "Tailspin Toys" from the slicer and see which state has the biggest bubble.

Ans: Washington

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EXERCISE-3.1

AIM: Changing visuals.

Change and format visuals to enhance the report. First, convert the donut chart into a tree map to better
understand the product categories. Then, change the simple card visual to a multi-row card to closely
track the actual, forecasted, and budgeted amounts.

EXECUTION:

1. Instruction:
Close any open reports and open the 3_1_ changing_visuals.pbix report from theExercises
folder on the desktop.

Hint:
● To open reports, remember to click on Open in the File menu. If you click on Browse
reports on the top right, you can navigate to the Exercises folder on thedesktop and
open the correct file.
● Make sure to open a report, meaning a file that ends in . pbix.

2. Instruction:
Change the donut chart to a tree map.

Hint: You can change a visual by selecting it and then selecting a different chart type inthe
Visualizations pane.

3. Instruction:
Go into the formatting settings and set the title of the I chart to Product Category Amountwith a
size of 16.

Hint:
● To access the formatting options, you need to click on the paint roller in the
Visualizations pane.
● The title text and size can be changed under the Title section.

4. Instruction:
Change the card in the top left hand corner to a multi-row card, and add ScenarioName toit.

Hint:
● A little gray box around the visual icon indicates the visualization type.
● The multi-row card icon is right next to the card icon in the Visualizations pane.
● Every line on the card should represent a different scenario, so you need to drag
ScenarioName from the DimScenario table under Amount in Fields.

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5. Question:
What is the total forecasted sales amount (answer format: $1.111B)?

Hint:
● A little gray box around the visual icon indicates the visualization type.
● The multi-row card icon is right next to the card icon in the Visualizations pane.
Ans: $18.127B

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EXERCISE-3.2

AIM: Editing properties.

Let's keep working on this report and make it look even nicer. This time around, you are going toedit a
visual in the report. You want to see the data in a summarized way so the table needs to become a matrix.
If you lost progress, close any open reports and load 3_2_ editing_properties.pbix from the Exercises
folder on the desktop.

EXECUTION:

1. Instruction:
Change the table to a matrix.

Hint: You can switch visuals by selecting the table and then clicking the matrix icon inthe
Visualizations pane.

2. Instruction:
Go to the Format menu under the Visualizations pane and change the text size of the RowHeaders
and Column Headers to 18.

Hint:
● Clicking on the paint roller in the Visualizations pane will take you to the
formatting settings.
● Under the Row Headers and Column Headers sections, you need to change TextSize to
18.

3. Instruction:
Go to the Values section to change the font size in the rest of the columns to 18 as well.

Hint: Under the Values section, you need to change Text Size to 18

4. Question:
What is the budgeted amount for cell phones (using two decimal places)?

Hint: You can find the answer by looking at the values in the "Cell Phone" column of thematrix.
Ans: 1,208,041,332.59

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EXERCISE-3.3

AIM: Sorting data.

Sorting helps visualize data in a way that makes it easier to understand the story behind it. Sort the
months in the bar chart in the correct order, from January to December, to better interpret the visual and
observe changes over time.

EXECUTION:

1. Instruction:
Close any open reports and open the 3_3_sorting_data.pbix report from the Exercisesfolder on the
desktop.

Hint:
● To open reports, remember to click on Open in the File menu. If you click on Browse
reports on the top right, you can navigate to the Exercises folder on thedesktop and
open the correct file.
● Make sure to open a report, meaning a file that ends in pbix.

2. Instruction:
Go to the Data View to make sure that ShortMonth in the DimDate table is ordered by
MonthNumber .

Hint:
● Clicking on the data icon on the left-hand side of the screen will take you to theData
View.
● To show the data in the table, you need to select the DimDate table in the sidebaron the
right.
● In the table, click on the ShortMonth column header.
● You can sort by a different column by clicking on the icon on the top of the screenlabeled
Sort by column and then sort by MonthNumber .

3. Instruction:
Go back to the report and sort the columns in the Monthly Amount visual by monthinstead of
amount.

Hint:
● The report icon on the left-hand side of the screen will take you back to the report.
● To sort data in a visual, you can click the three dots at the top right corner of the
visualization and then change the value that is ordered by to ShortMonth

4. Instruction:
Sort the months in ascending order.

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Hint: The three dots will also allow you to change the sorting to ascending.

5. Question:
How is the sales amount evolving throughout the year?

Hint: By hovering over the columns, you can see the actual amounts. Looks like we'retalking
billions here!

Ans: There is an upward trend.

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EXERCISE-3.4

AIM: Using the slicer.

Apply advanced formatting to the report by adjusting the slicer in the top right, which takes up too much
space. Instead of showing all categories, change it to a dropdown menu to make selection easier. If
progress is lost, close any open reports and load 3_4_using_the_slicer.pbix from the Exercises folder on
the desktop.

EXECUTION:

1. Instruction:
Go to the formatting options and turn off the slicer header.

Hint: Click on Format visual and turn the slicer header to off.

2. Instruction:
Change the slicer to a dropdown box and make sure nothing is being selected.

Hint:
● You can change the slicer by going to the Format section in the Visualizations pane, you
can then navigate to Slicer settings > Options > Style and switch fromVertical list to
Dropdown.
● In case one or more items are selected you can un-thick the boxes by clickingthem.
To deselect everything at once, you can click on the eraser icon.

3. Question:
What style options are available for this slicer, which uses a variable with text data type?

Hint: By hovering over the columns, you can see the actual amounts. Looks like we'retalking
billions here!

Ans: All of the above (Vertical list, Tile, Dropdown list)

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EXERCISE-3.5

AIM: Making it look good.

Before sharing the report with others, take a final look to ensure everything looks great. Format the
report by changing the background color and adjusting the size of each visual to be appropriate. If
progress is lost, close any open reports and load 3_5_making_it_look_good.pbix from the Exercises
folder on the desktop.

EXECUTION:

1. Instruction:
Change the theme of the report to the Sunset theme.

Hint:
● Go to the View tab on top to see the themes.
● Clicking on the little arrow next to the theme previews will expand the box andshow
you all the available themes.
● Hover over the Power Bl themes to see their names.
Click on the Sunset theme to apply it to the report. Your bars should now bepurple.

2. Instruction:
Adjust the height of the dropdown box to be the same as the multi-row card.

Hint:
● You can find out the exact height of the multi-row card by selecting the visual, clicking on
the paint roller in the Visualizations pane, and looking at the Height under the General
section.
● If you didn't resize the multi-row card, the height is 225. Click on the dropdown box slicer
and go through the same process to change its height to 225.

3. Question:
What value do you need to change to move the card or another visual to the right or leftwithout
resizing?

Hint: Feel free to experiment! You can click the paintbrush in the Visualizations paneand
change the values of each property under the General section.

Ans: Horizontal.

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EXERCISE-4.1

AIM: Look at the data.

If you'd like to see the data that Power Bl uses to create a visualization, you can display that data.You
can even export the data as an xlsx or . cv file so you can open it in Excel later. In this exercise, you'll
look at the data and export it to a cs file that you will then open up with Windows' default text editor,
Notepad. Notepad will open automatically if you double-click on any text file, like a . csv file.

EXECUTION:

1. Instruction:
Close any open reports and open the 4_1_ looking_at_the_data. pbix report from the
Exercises folder on the desktop.

Hint:
● To open reports, remember to click on Open in the File menu. If you click on Browse
reports on the top right, you can navigate to the Exercises folder on thedesktop and
open the correct file.
● Make sure to open a report, meaning a file that ends in pbix.

2. Instruction:
● Select the clustered column chart.
● Display the underlying data.

Hint: Select the clustered column chart and click on the three dots on the top right handcorner of
the visual to select Show as a table.

3. Instruction:
Export the data as a .csv file and save it on the desktop.

Hint:
● To export data, select the ellipse at the top right corner of the clustered columnchart
and then Export data.
● Save the file as MonthlyAmount.cs and take a look at the file.

4. Instruction:
Open the .csv file with a notepad to look at the data.

Hint:
● The file should be saved in C: \Users student Desktop .
● You can open the file in Notepad by double-clicking it.

5. Question:

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What is the last character in the .csv file?

Hint: The answer is the last number after the decimal of the "Amount" in December.

Ans: 5.

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EXERCISE-4.2

AIM: Creating a hierarchy.

Sometimes, it's necessary to drill down into a chart to view different levels of data. Use hierarchies to
add this functionality to Power BI reports. Create a date hierarchy with the following structure: Year-
Quarter-Month-Day. If progress is lost, close any open reports and load 4_2_creating_a_hierarchy.pbix
from the Exercises folder on the desktop.

EXECUTION:

1. Instruction:
Navigate to the DimDate table in the Table view.

Hint: You can find the button to go to the Table view on the left.

2. Instruction:
● Create a hierarchy that starts with Year, goes on to the QuarterFull, then the MonthName,
and ends with the DateKey •
● If the drag functionality isn't working, you can right-click DimDate 's Year in the Data
pane and select "Create hierarchy". From there, you can right-click the necessary fields
and select "Add to hierarchy".

Hint:
● In the Table view, select the DimDate table.
● You can create a hierarchy by dragging
QuarterFull on top of Year .
● Do the same for MonthName and DateKey.
● If dragging isn't working, you can right-click DiDate 's Year in the Data pane andselect
"Create hierarchy". From there, you can right-click the necessary fields andselect "Add to
hierarchy".

3. Instruction:
Rename the hierarchy to Date Hierarchy •

Hint: To rename the hierarchy you can right-click on the hierarchy name.

4. Instruction:
In the column chart on the Report view, replace the ShortMonth Axis value of the columnchart by
the Date Hierarchy

Hint:
● The report icon on the left-hand side takes you back to the Report view.
● Replace the axis value by selecting the column chart, dragging Date Hierarchy toAxis in
the Visualizations pane.

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● Don't forget to delete the ShortMonth field!

5. Instruction:
Use the drill controls in the top right corner of the visual to explore the different levels.Click
the single down arrow to enable drill mode.

Hint:
● Click the single down arrow to turn on the drill mode.
● When drill mode is enabled, you can click the bars in the chart to drill down onelevel.
● The double down arrow goes to the next level of the hierarchy.
● The double down arrow with a line expands all fields at once to the next level.
● The single up arrow drills up again.

6. Question:
Which quarter across all years had the highest amount (format example: Y2020 Q1)?

Hint: In the drill mode, click the Double arrow with a line to see the amount for everyyear-
quarter combination.
Ans: Y2017 Q4.

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EXERCISE-4.3

AIM: Adding a filter.

Filtering is an important tool when you're creating Power Bl reports. You don't always want to look at all
of the data. Limiting the data used in visuals to only a selection that is relevant can help you answer more
detailed business questions.
In the report, you can see that the cards on the Sales Analysis page tab are labeled Actual, Forecast, and
Budget, but they all have the same values. You'll need to apply some filters to fix this.

EXECUTION:

1. Instruction:
Close any open reports and open the 4_3_adding_a_filter.pbix report from the Exercisesfolder
on the desktop.

Hint:
● To open reports, remember to click on Open in the File menu. If you click on Browse
reports on the top right, you can navigate to the Exercises folder on thedesktop and
open the correct file.
● Make sure to open a report, meaning a file that ends in pbix.

2. Instruction:
● Open the Filters pane.
● Add a filter to the "Actual" card visual that filters on rows where ScenarioName isequalto
Actual
Hint:
● You can expand the Filters pane by clicking on the arrow pointing to the left rightnext to
the report title "Sales Analysis".
● To modify the filtering of a visual:
○ Select the visual.
○ Drag the field ScenarioName of the DimScenario table to the Filters onthis
visual
section.
○ Click on the required check box.

3. Instruction:
Add a filter to the "Forecast" card visual that filters on rows where ScenarioName isequal to
Forecast

Hint: To modify the filtering of a visual:

● Select the visual.
● Drag the field ScenarioName of the DimScenario table to the Filters on this visualsection.

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● Click on the required check box.

4. Instruction:
Add a filter to the "Budget" card visual that filters on rows Where ScenarioName is equalto
Budget .

Hint: To modify the filtering of a visual:

● Select the visual.
● Drag the field ScenarioName of the DimScenario table to the Filters on this visualsection.
● Click on the required check box.

5. Question:
What was the total forecasted amount?

Hint: You can find the answer on the second row of the multi-row card, under"Forecast".
Ans: 18.13bn.

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EXERCISE-4.4

AIM: Turning off interactions.

By default, visualizations on a report page can cross-filter other visualizations. Sometimes, it’s necessary
to disable this functionality to keep a chart static regardless of other selections in the report. Turn off
those interactions for the Actual, Forecast, and Budget cards so they don't change when other elements
are selected. You may need to temporarily move a visual to see the interaction circle with the line
through it. If progress is lost, close any open reports and load 4_4_turning_off_interactions.pbix from the
Exercises folder on the desktop.

EXECUTION:

1. Instruction:
Select the "Budget Product Sold" visual.

Hint: Click anywhere on the visual to select it.

2. Instruction:
Go into the interaction editing mode in the Format tab at the top of the screen.

Hint: You can enable the interaction editing mode by clicking on the icon labeled Edit
Interactions in the Format tab.

3. Instruction:
Turn off interactions with each of the three cards.

Hint:
● For each of the three cards, select the icon that shows a circle with the linethrough
it to turn off the interaction. It will turn black.
● Don't forget you need to select the relevant column chart first before starting toedit the
interactions for it.
● You might not see the circle with the line through if your cards are overlappingtoo
much. Feel free to move them if required.

4. Instruction:
Exit the interaction editing mode.

Hint: You can exit the interaction editing mode by clicking on the icon labeled Edit
Interactions in the Format tab again.

5. Question:
Select the "TV and Video" bar in the "Budget Product Sold" chart. What is the value ofthe
Budget card? (format example: 11.11bn)

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Hint: Explore how the interactions work by selecting elements in other visuals andseeing
how it affects the cards.

Ans: 17.17bn.

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EXERCISE-4.5

AIM: Applying advanced filtering.

Enhance filtering skills by identifying the five best-performing stores in terms of sales amount. Create a
new bar chart to display only those stores. Then, apply formatting skills from earlier in the chapter to
improve the visual. If progress is lost, close any open reports and load
4_5_applying_advanced_filtering.pbix from the Exercises folder on the desktop.

EXECUTION:

1. Instruction:
Remove the "Budgeted Monthly Amount" chart to make room.

Hint: You can remove a visual by selecting it, clicking the three dots in the right-hand corner,
and then Remove.

2. Instruction:
Add a clustered bar chart to the report, with the EntityName on the Y-axis and the Amount as X-
axis. Note: The visual will have horizontal bars, so any numerical values used can be displayed
on the X-axis.

Hint:
● The clustered bar chart can be added to the report by clicking the third icon in the
Visualizations pane.
● You'll need to drag EntityName from the DimEntity table and Amount from the
FactStrategy table to Y-axis and X-axis respectively.

3. Instruction:
● Go to the filter pane and add a Top N filter on this visual.
● Show only the top five EntityName stores based on the Amount

Hint:
● To filter on the top N, click on EntityName in the filter pane, change the filtertype to
Top N.
● To show only the top five, you need to type "5" in the Show items box.
● The value you want to filter by is Amount , so you'll need to drag it to the Byvalue
section in the Filters panel.
● Don't forget to click Apply filter.

4. Instruction:
● Change the title of the visual to Top 5 Stores by Sales.
● Try sorting the bars in ascending order. Does it make sense visually.

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Hint:
● To change the title you need to access the formatting options, which you canaccess
by clicking the paint roller in the Visualizations pane.
● Sorting can be done when clicking the three dots in the right hand corner of avisual.

5. Question:
What is the name of the 5th best performing Contoso store?

Hint: If you have sorted the bars, in ascending order, you should be able to find theanswer
by looking at the top bar.

Ans: Contoso North America Reseller.

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