in this video we'll make an interactive power bi dashboard like this where you can ask it any
questions like what's our best setting State we can expand on certain visuals like this one down
over here we can also change our dates using the timeline and much much more so let's get into it
for this dashboard let's suppose that we work for Coca-Cola and we've been given this data set over
here which you can download for free in the video description so right now it's in Excel we're gonna
need to import it into Power bi but first let's take a look at what it is you can see that it's
basically all of the retailers that we sell to from Coca-Cola with the regions as well as some
financial information over here awesome let's now switch to power bi and import this data set over
here you can see that we have a brand new power bi file and I'm just gonna go over to import data
from Excel and select the file in my case it's right over here obviously in your case it could be
somewhere else once it loads up we want to select the relevant sheet in this case it's a data one
and over here under preview you're gonna be able to see it you can either load it meaning you can
import it into Power bi or transform it using this tool called Power query this is basically in case
you want to make some changes to the data for now we'll hit on load and great now if we hover over
to a data view you'll be able to see that we have all of the data imported in here so let's go back
to the report view which is this top one right here and get started with the different visuals
so first let's work on the overall structure so it's going to be the header one up over here
and then two smaller ones down below for that we'll just go over to insert and we'll insert
a shape like a rectangle this first one over here works for us and let me just stretch this one out
now let me just collapse this filter and for the colors we want to change the style here and let me
go for a darker color I'm just gonna go over to more colors from here let me just put one
that I like which is zero seven three six seven three and just hit enter there that's going to
give us a dark blue we also want to add a shadow so we'll activate that down below and we're also
going to add some text and within the text this is basically our title Coca Cola sales dashboard
and let's change the size here to something like a 30 and make a bold as well
if we scroll a bit lower down we're going to be able to change the padding so let's suppose
we want it on the left hand side so over here and we want to increase our padding as right
now it's just too tight to the side so we'll put something like a 15 here and there you go
finally right now we have a border which we don't want so let's just deselect that and great that's
our first header and from here we can simply copy it by hitting Ctrl C and Ctrl V and then we just
want to resize it somewhere down over here so let me fast forward how I do that awesome so we
now have all of the headers that we need I will change the text of these two over here later on
now moving on to the visuals and our manager was saying that the dashboard should be interactive
for this may be a good feature to add would be a q a section up over here using power bi's AI
feature so we'll click on this button right here which is called q a and their visualizations
click on that that's going to create this search bar over here so let me just resize it
awesome now using this we can pretty much ask it any question let's say the number of regions
hit enter there and we've got five regions similarly we can go the number of states hit
enter and we have the number of states that we're offering so it's really quite a handy tool for
somebody that's new to this data set to reform a little bit let's go ahead and change these
colors of the suggestions to something like an orange to make it more colorful we can do
that by clicking on the visual heading over to format your Visual and then under suggestions
we're going to want to change the card color scroll down here let's change it to
something like an orange Under more colors I'm going to go for something like ff8a00
hit enter that's going to be the orange that we'll stick with awesome so that's the first Visual and
then right below that our manager had told us that we're having some issues with our operating profit
and he wants us to try to find a way to improve it and try to visualize it so for this it could
make sense to use the key influencers visual which is this one right over here you can find it up top
under AI visuals or also over here to the side so let's click on it and then I'm just gonna
resize it great so you'll find that we have a few different options and what we want to analyze is
the operating profit now to do that it's going to be under our data so let's click inside of it
and we want to find the operating profit and we'll simply just drag and drop it in there
there we go and then we want to explain that let's say by the beverages maybe some beverages are
generally better for our profit margins so let's click on operating Beverages and drag it over
so you can see that then we're gonna start to see the visual and it says what influences
operating profit to increase or decrease let's say we want with the increase so it says here
that when the beverage brand is Coca-Cola the average of operating profit increases by this
amount we can further click inside of it we're gonna get a breakdown if we can't see it too
well we can always go up over here under Focus mode which is gonna expand it for us we can see
which beverage Brands seem to be better for our profit that's the idea with this key influencers
which really allows you to take a closer look at the data let's go to back to the report
and if you're liking this tutorial and you want to learn more you can consider checking out our
power bi for business analytics course in our all-inclusive curriculum we start with data
cleaning and transformation using power query then we get into Data visualization tools followed by
Dax or data analysis Expressions which is what you would use to build formulas inside power bi
then to simulate real work scenarios or practice using too extensive case
studies one will focus on building a profit and loss dashboard from scratch on Nike
while the other will focus on visualizing mcdonald's's European restaurant operations
currently 97 of Fortune 500 companies use power bi so if you're looking to invest in yourself you
can check out the link in the description below alright back to the dashboard next up here our
manager is asking to see the sales by state for this it probably makes the most sense to
use some kind of a map chart so let's take a look over here and our plan is to put it down towards
the side so for that we'll go over for this one click on map and then let's just move it along
and in here we want to add all of the states so it's this one right over here just click on that
it's going to automatically fill under location if not you can always drag and drop it and similarly
we want to have the total sales so this one right here just click on that as well and you can see
that right now these bubbles are supposed to be the sales amounts if we hover over them you can
see that in further detail but they're quite small so let's reformat some of this we'll head over to
format your visual then under bubbles we're gonna go with a something like a size 15 so they're a
lot bigger as you can see there similarly under mob settings it would be nice to be able to zoom
in and out which we can't quite do right now so we'll go under controls and just activate the
zoom buttons so with that you can see that we have this plus and minus sign so we can zoom in or out
if we want to finally let's remove this title as we'll have one right above so we'll head over to
General and then deactivate that title there great let's Now work on these two titles so this first
one is going to be just the sales by by state so we'll go over to shape under style it's gonna be
the text right over here and again it's going to be the sales by state or we can call it by USD and
then right here this is going to be the operating profit analysis so we'll go over here change it
great now that's more like it next up on our dashboard our manager is asking to see
more of the financials so maybe some kind of a breakdown for that it could make sense to use
a matrix which is going to allow us to fill in a lot of information so it's going to be
this one right over here let's just click on that this is going to be right up here so then we have
the rows the columns and the values so we're gonna do an analysis a breakdown by beverage
brand and all of the financials for them so let's take on beverage brand first from here we want
to take on all of the relevant financials for us so it's going to be the total sales
similarly the unit sold we've also got the price per unit the operating profit and the operating
margin now we need to keep in mind that some of these are actually percentages or averages so the
sum of price per unit doesn't make sense we want to get the average price per unit so under price
per unit here we can just click on that drop down and we can change that from a sum to an average
same thing goes over with the operating margin so we can go over and select average
and then we don't need the sum of in front of every of these or the average of so we
can just double click on them like this one here and then we can just delete the
sum off part so we only have total sales let me fast forward how I do the rest
awesome now that's looking a good bit cleaner but let's suppose we want to get
rid of some of these decimals to do that we can head over to format your visual
and then towards the bottom you'll find a specific column so that's the one we want to select
and then you can see that we can specify which column so for total sales we want
it to have zero decimals so down over here put a zero enter same thing with operating profit
so let's change that from total sales to operating profit and put zero decimals there and hit enter
finally let's suppose that we want to highlight the total sales a bit more so we can see the
overall trend we can first expand on that kind of like so and from there we can do something
like adding a conditional formatting so for that we can simply select the visual
then under total sales go to the drop down and head over to conditional formatting and within it
we can do something like adding data bars and then let's suppose that to match it with this orange
will go for the same orange Under the positive bar so more colors let me change that to ff8800
and so whenever it's a positive bar obviously all sales are positive it's going to be in Orange so
we'll hit on OK and you can see what that's looking like to further filter this we can
just click on this drop down we can make it go from top to bottom like that great so we think
this dashboard is done but our manager is asking us to create some kind of a filter by date as
well so for that we can click on the slicer which is going to be this button right here
click on that and specifically we want a date slicer so under field here we're gonna add the
invoice rate so let's just take on that one and you can see what those dates kind of look
like then we can just hover along and put it right over here now to make it look a
bit nicer we can remove the background so we'll go over to format your visual then under General
under effects we're gonna go for no background but we need to change the color of these so
we're gonna go over it Visual and their values and then scroll to where its values in there
and we're going to change this to a white so we can see those dates a bit better and great
now when we filter this you can see that all of our data is going to automatically update there
awesome that's our power bi dashboard so let's send it to our manager all right let me check
the results it's actually all looking good very impressive stuff and to learn more about
power bi visuals check out this video over here or take our power bi course over here
hit a like and that subscribe and I'll catch you in the next one