Power BI – Visualisations and Dashboards

1. Open Power BI Desktop.

2. Click on Get Data on the Home ribbon.
3. Choose your data sources. For this example, select TEXT/CSV and click Connect.
4. Choose ‘Sales Data.csv’ and click Open.
5. Click 'Load' to bring the data into Power BI.
6. Repeat Steps 2-5 to open Customer Data.csv and Product Data.csv.
7. Go to the Model view on the left pane to establish model relationships.
8. Drag and drop to create relationships between:
Sales Data[Product Name] and Product Data[Product Name]
9. Click on Transform Data. This opens the Power Query Editor.
10. In the Queries pane on the left, select the Sales_Data table that contains the Customer
ID column.
11. Click on the Customer ID column header to highlight it.
12. On to the Transform ribbon click on Split Column > By Non-Digit to Digit.
13. After the split, you will have two columns: Customer ID.1 (contains 'CUST') & Customer
ID.2 (contains the digits).
14. Right-click on Customer ID.2.
15. Select Rename.
16. Type 'Customer ID' and press Enter.
17. Right-click on Customer ID.1.
18. Select Remove.
19. Look at the icon on the left of the column name. If it's not a 123 (indicating a whole
number), proceed to change it.
20. Click on the data type icon next to Customer ID.
21. Select Whole Number.
22. Click on Close & Apply in the Home ribbon to save your changes and return to the main
Power BI window.
23. Go to the Model view on the left pane.
24. Drag and drop to create relationships between:
Sales Data[Customer ID] and Customer Data[Customer ID]
25. Go to Report view on the left pane.
26. Double-click on bottom tab pane and rename ‘Page 1’ as ‘Sales by Day’
27. In the Visualisations > Build Visual pane click on Line Chart.
28. From the Data pane on the right drag Transaction Date from Sales Data to the X-axis.
29. Drag Total Price to the Y-axis.
30. Right-click on Y-Axis > Sum of Total Price and choose Rename for this visual. Rename
to ‘Sales’
31. On the Modeling ribbon click New visual calculation.
32. On the visual calculation pane on the bottom click fx and select Moving Average.
33. In the formula bar replace ‘[Field]’ with ‘[Sales]’.
34. In the formula bar replace ‘WindowSize’ with ‘60’.
35. Click the button Back to report on the top left corner.
36. In the Visualisations > Format Visual > Visual > Legend > Options > Style – Select
‘Line’
37. In the Visualisations > Format Visual > Visual > Legend > Options > Text – Customize
Font Size to your preference.
38. Click on + on the bottom tab pane and repeat step 27 and rename to ‘Category Sales by
Month’.
39. In the Visualisations > Build Visual pane click on Stacked Column Chart.
40. In the Sales Data > Transaction Date > Date Hierarchy and drag Month from Sales
Data to the X-axis.
41. Drag Total Price to the Y-axis.
42. Right-click on Y-Axis > Sum of Total Price and choose Rename for this visual. Rename
to ‘Sales’
43. Drag Product Data > Category to the Legend.
44. Click on + on the bottom tab pane and repeat step 27 and rename to ‘Top 2-11th Selling
Products’.
45. In the Visualisations > Build Visual pane click on Stacked Bar Chart.
46. Drag Product Name from Product Data to the Y-axis.
47. Drag Total Price to the X-axis.
48. Right-click on Y-Axis > Sum of Total Price and choose Rename for this visual. Rename
to ‘Sales’
49. Click on your bar chart to ensure it's active.
50. Click on the ellipsis (three dots) in the top-right corner of the chart.
51. Choose Sort Axis > Sales > Sort Descending.
52. Click on your bar chart to ensure it is selected.
53. From the Filters Pane > Filters on this visual > Product Name > Filter Type > Top N >
Show items > Top > Enter ‘10’
54. Drag Total Price to By value. Ensure it's set to Sum of Total Price.
55. Click Apply filter.
56. Drag Product Name to Filters Pane.
57. Select all and uncheck BLACKPINK Special Edition Samsung Galaxy A80
58. Click on + on the bottom tab pane and repeat step 27 and rename to ‘Sales by Category’.
59. In the Visualisations > Build Visual pane click on Pie Chart.
60. Drag Category to the Legend.
61. Drag Quantity to the Values.
62. Right-click on Values > Sum of Quantity and choose Rename for this visual. Rename to
‘Number Sold’
63. In the Visualisations > Format Visual pane turn off Legend.
64. In the Visualisations > Format Visual > Detail labels > Options > Label contents -
select Category
65. Click on ‘+’ on the bottom tab pane and repeat step 27 and rename to ‘Sales Overview’.
66. Under Home ribbon click Insert Text Box and adjust sizing and placement.
67. Click on the Text Box and type Sales Overview.
68. Choose a font type and set font size as ’32’ and text alignment to Center.
69. Select the Text Box and set a background color in the Format Text box pane > Effects >
Background.
70. In the bottom tab pane go to Sales by Day.
71. Select the line chart visual and right click > Copy > Copy visual.
72. In the bottom tab pane go back to Sales Overview.
73. In the Home ribbon > Clipboard click Paste.
74. Select the pasted visual.
75. In the Visualisations > Format Visual > General > Title - Set to ‘Daily Sales’. Customize
the color and font size to your preference.
76. In the Visualisations > Analytics > Trend line set to ON. Customize the trendline color
and line to your preference.
77. In the Visualisations > Build Visual pane click on Tree Map.
78. Drag Category to the Category.
79. Drag Total Price to the Values.
80. Right-click on Values > Sum of Quantity and choose Rename for this visual. Rename to
‘Number Sold’.
81. In the Visualisations > Format Visual > Visual > Category Labels > Values - Customize
the color and font size to your preference.
82. In the Visualisations > Format Visual > General > Title - Customize the color and font
size to your preference.
83. In the Visualisations > Build Visual pane click on Map.
84. If your map visual is disabled, go to File > Options and Settings > Options Security >
and check Map and Filled Map visuals.
85. Remove existing Map visual and repeat step 77.
86. Drag Customer Data > City to the Location.
87. In the Visualisations > Format Visual > General > Title - Customize the color and font
size to your preference.
88. In the Visualisations > Format Visual > Visual > Map Settings > Style – Select Light
and turn off Show Labels
89. In the Visualisations > Format Visual > Visual > Map Settings > Category labels – Turn
on and customize font and background to your preference.
90. In the Data pane on the right, Right-click on Sales Data and select New Measure.
91. Type this DAX formula to the formula bar on the top pane below the ribbon.
DynamicSalesTitle = SELECTEDVALUE('Customer Data'[City],"") & " Daily " &
SELECTEDVALUE('Product Data'[Category], "") & " Sales"

SELECTEDVALUE(): Returns the value selected in the slicer.

First Argument: The column to evaluate.
Second Argument: The default value if no selection is made.

92. Try clicking on the city or category visual to apply filters on the sales visual. We can also
hold the CTRL (MAC: CTRL+OPTION) button to select a city AND a category to apply both
filters on the sales visual.