Power View

Power View is used to Create Visuals by taking Dataset as Source .

Visuals - Graphical Representation of Data we call as Visuals

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Power BI Desktop User Interface

1. Fields Pane

Tables - Columns / Fields

Fields Pane will Contains list of Tables Loaded into Power Pivot .

All the Tables will be Sorted in alphabatical Order,

When we Expand tables we will See the Columns in the Table and the Columns
will be Sorted in alphabatical Order,

2. Visualization Pane - Visualization Pane will Contains Default Visuals

which we Mostly used in Power BI

3. Filter Pane - Filter Pane is used to Show Subset of Data in the Visuals

4. Ribbon - Ribbon will Contains Multiple Tabs and Each Tab will Contains
100 GUI Options which we used for Development of Report .

5. Multiple View

A. Report View - Create Visuals

B. Data View - Enhancing the Data Model (New Infromation -DAX)
C. Model View - Data Modeling

6. Report Canvas - Report Canvas is the palce where we will Develop the
Visual

7. Pages Section -using Pages Section Add , Rename , Duplicate, Delete

Hide the Pages

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Visual Interactions

When we Click on any Data Point in One Visual , all Other Visuals in the
Report Page will Filter the Data because of Visual Interactions

Report - Multiple Pages

Page - Multiple Visuals

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Types of Interactions - 3 Types

1. Highlight Action
2. Filter Action
3. None Action

Highlight Action - Power BI will Give first Priority to Highlight Action

In Some Visuals it is not Possible to Highlight the Values then Power BI
will Give Next Priority to Filter Action .

Sometimes Clients will ask you to Change Defauult Visual Interaction

Behaviour .

Select the Source Visual - Ribbon - Format Tab - Edit Interaction

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Few Visuals will Support all the 3 Interation Types

1. Highlight Action
2. Filter Action
3. None Action

Few Visuals will Support Only 2 Interaction Types

2. Filter Action
3. None Action

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In all the Visuals I need to Change Default Highlight Action to Filter

Action

File Menu - Options & Settings - Options - Current File - Report Seetings

Check Option - Change the Default Visual Interaction from Cross Highlight
to Cross Filter

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Filters in Power View

Filters - To Show Subset of data from Complete Data we will use Filters

When Dataset Contains Complete Data and if we need to Show Subset of Data
in the Visuals we use Filters in Power View

Types of Filters in Power View - 4 Types

1. Filters on this Visual

2. Filters on this Page

3. Filters on All Pages

4. DrillThrough Filters

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Filters on this Visual - When ever we need to Filter the Data in Only One
Visual we will use Filters on this Visual
Filter SubTypes - 5 SubTypes

1. Basic Filtering

2. Advanced Filtering

3. Top N Filtering

4. Relative Date Filtering

5. Relative Time Filtering

On Text & Number Datatype Columns we will See 3 SubTypes

On Date Datatype Column we will See 5 SubTypes

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Filters on this Page - When ever we need to Filter the data in all the
Visuals of a Page we need to use Filters on this Page

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Filters on All Pages - When ever we need to Filter the Data in All the
Pages of a Report we will use Filters on All Pages

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DrillThrough Filters - DrillThrough Filters is used to Pass Filter

Condition from One Page to Anaother

Using Visual Interactions we Can Filter the Data in Only One Page .
Cross Report

Default OFF

When we need to ON this Option

--

Keep All Filters

Default ON
When we need to OFF this Options

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Client will ask us to Show Subset of Data or Filtered Data in the Visuals

Sometimes we need to Filter the Data on Text Columns

Number Columns
Date Columns

Applying Filters on Number Datatype Columns

Show the Employees Whose Salaries are between 1000 & 3000
Salaries are between 1000 & 3000

Equavalent

Sal >=1000 AND Sal<=3000

If the Both the Condition are True I need to Show Records we need to go
with AND Logical Function

AND Operator

Cond 1 Cond 2 Result

True True True
True False False
False True False
False False False

If any One Condition are True I need to Show Records we need to go with OR
Logical Function

Create a Visual to 10 & 20 Deptno

OR Operator

Cond 1 Cond 2 Result

True True True
True False True
False True True
False False False
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Applying Filters on Text Columns

In Power View Text Filters are not Case Sensitive

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Applying Filters on Date Columns - Video

Lock Filter
Hide Filter

Show or Hide Filters Pane

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Hierarchies and Drill-Down Reports / Visual

Create a Visual to Show Category wise Sales

Create a Visual to Show Sub-Category Wise Sales
Create a Visual to Show Sub-Category Wise Sales where Category
="Technology"
Create a Visual to Show Sub-Category Wise Sales where Category
="Furniture"
Create a Visual to Show Sub-Category Wise Sales where Category ="Office
Supplies"
Create a Visual to Show Product Name wise Sales
Create a Visual to Show Product Name wise Sales where Sub-Category =
"Copiers "
Create a Visual to Show Product Name wise Sales for 17 Different Sub-
Categories
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Instead of Creating Above 23 Visuals if we can Create One DrillDown Visual

we can Perform Above Analysis in One Visuals

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To Create a DrillDown Visual we need to Create Hierarchy .

To Create a Hierarchy we need to Have Related Dimension Columns

Related Dimension Columns

Category , Sub-Category & ProductName - ProductHierarchy

Country, State & City - GeographyHierarchy

Hierarchy - Ordered Sequence of Related Dimension Columns We call as

Hierarchy

When we Create a Visual Using hierarchy it will show first Level Data in
the Hierarchy

By Default DrillDown will not only Filter the Data in DrillDown Visual it
will even Filter all Other Visuals in the Report Page

Select the DrillDown Visual - Format Tab - Apply DrillDown Filter to -

Selected Visual

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Types of Hierarchies

2 Types

1. System Defiened Hierarchies

The Hierarchies which are Created By Power BI we call as System Defiened

Hierarchies

Eg: Date Hierarchy

For Every Date Column Power BI will Create Date Hierarchy

2. User Defined Hierarchies

ProductHierarchy , GeographyHierarchy

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Visualizations

To Graphically Represents the Data we use Visualizations.

 Visuals for Filtering

 Visualizing Categorical Data
 Visualizing Trend Data / Date and Time Data
 Visualizing KPI Data
 Visualizing Tabular Data
 Visualizing Geographical Data
 Leveraging Power BI Custom Visuals

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Visuals for Filtering

Difference Between Filters & Slicers ?

Slicer Visual

1. Purpose
2. Field Wells
3. Formatting Options

Purpose

Slicer Visual is used to Filter the Data in a Report Page by the Clients

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Field Wells

Filed - Multiple Related Dimension Columns

Slicer Types

Number Dimension Columns , Text Dimension Columns & Date Dimension Columns

Based on Datatype of Dimension Columns the Slicer Types will Change

Text Dimension Columns

1. List - When ever we have less Number of Dimension Values

list is best Options
2. DropDown - When ever we have More Number of Dimension Values
DropDown is Best Option

Number Dimension Columns

1. List
2. DropDown
3. Between
4. Less than or equal to
5. Greater than or equal to

Date Dimension Columns

1. List
2. DropDown
3. Between
4. Before
5. After
6. Relative Date
7. Relative Time

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By Default Slicer will Filter the Data Only in Current page.

Is there any Possibility to Filter the data using Slicers in Other pages ?
Yes - Sync Slicer Option

Select the Slicer Visual - View Tab - Show Panes - Sync Slicer

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Play Axis Visual (Dynamic Slicer Visual) - Custom Visual

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Text Filter - Custom Visual

Purpose - Text Filter Visual is used to Filter the Data in the Visuals by
the Clients

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Visualizing Categorical Data

Category , Sub-Category, ProductName

Pie Chart - Pie Chart is used for Visualizing Categorical Data when we
have less Number of Categorical Values .

Create a Visual to Show Category wise Sales

Create a Visual to Show Category wise Sales & Profit

Create a Visual to Show Category wise Sales, Profit & Quanity

Create a Visual to Show Category, Region wise Sales

Create a Visual to Show Category, Region wise Sales &Profit

Create a Visual to Show Category, Region wise Sales, Profit & Quantity

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Types of Tooltips

2 Types

Default Tooltip
Report Page Tooltip - 20 Mins

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Donut Chart - Donut Chart is used for Visualizing Categorical Data when we
have less Number of Categorical Values .

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Treemap Visual - Treemap Visual is used for Visualizing Categorical Data
when we have Medium Number of Categorical Values

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Video - Bar Charts & Column Charts

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Scatter Chart

When ever we need to Compare two Measure Values we need to Scatter Chart.

Region wise Sales & Profit

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Visualizing Trend Data / Date and Time Data

Line Chart - Line Chart is used to Show Date & time Related Data

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Area Chart - Area Chart is used to Show Date & time Related Data

Stacked Area Chart -

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Combination Charts

1. Line & Stacked Column Chart

Inn Line & Stacked Column Chart By Default Column Scale will Show in Left
Side & Line Scale will Show in Right Side

2. Line & Clustred Column Chart

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Ribbon Chart - When ever we need to Give ranking for Dimension Values we
need to Use Ribbon Chart.

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Waterfall Chart

When ever we Need to Show Cummulative Totals / Grand Total we will use
Waterfall Chart

Between Two Time Periods if we need to See Breakdown of Sales based on

Dimension Values

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Visualizing KPI Data - Video

KPI - Key Performance Indicator Data

Card Visual - Card Visual is used to Show KPI Data

A Card Visual can allow Only One KPI

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MultiRow Card - MultiRow Card is used to Show KPI Data

A MultiRow Card will allow Multiple KPI

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Gauge Visual

Gauge Visual is used to Show Target Realted Data

Targets will be Provided based on KPI's

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KPI Visual

Funnel Chart

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Visualizing Geographical Data

Map Visual / Bubble Map - Map Visual is sued to Visualize the

Geographical Data

Geographical Data - Country, City , State

Categorise the Geographical Fields

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Custom Legend

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Venkatagiri - Nellore District

Venkatagiri - Hyderabad

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Visualizing Tabular Data

Table Visual - WHen ever we need to Present More Number of Dimension

Columns & Fact columns Data we will use Table Visual

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Matrix Visual

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New Visual

1. Purpose
2. Field Wells
3. Formatting Option

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Themes

Tooltip Page
Types of Tooltips

1. Default
2. Report Page Tooltip
3. Moderen Visual Tooltip - Drill Actions (DrillDown, Drill Up & Drill
Through)

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Grouping, Binning , Sorting

Bookmarks & Selection Pane

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Grouping, Binning , Sorting

Grouping - Grouping will help us to group the Dimension Values

Group Text Dimension Values - Grouping

Group Type - List

Group Number Dimension Values - Binning

Group Date Dimension Values - Binning

List
Bin - Default

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Sorting - Presenting the data Either in Ascending or Descending order we

call as Sorting

Descending - highest to Lowest

Ascending - Lowest to Highest

MonthName = FORMAT(Orders[Order Date],"MMMM")

MonthNo = MONTH(Orders[Order Date])

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Bookmarks & Selection Pane & Buttons - Video