you've already done the hard work by creating the Power BI model and now it's
time for the fun part I'm going to show you how easy it is to create beautiful
interactive reports in Power BI keep watching the whole purpose of this
exercise has been to step through these three phases and go end-to-end now we
have spent most of the time in the author portion so far and rightly so
that is the heavy lifting that's where the smarts are that right when you're
combining data from multiple sources bringing that end clean shape transform
in the query engine as needed and then you define your relationships define
your measures and that's essentially all of the business logic right what's
important to your business you define those metrics and now you're ready to
publish and consume so by the end of this portion what we're going to end up
with is an underlying report and a dashboard published on Barbie I calm and
ready to be consumed by any user who wants to connect to it
so we get back to a model and this is exactly where we had left off we had
some debug pivots here which have not favourites but D body elements there
which we had just thrown in to see how the measures were working I've taken
them off so we have a blank slate here again this is your power bi desktop
interface so it has all the measures we have defined so far and now in the
reporting view and ready to build or for support this is what we are trying to
build or something similar doesn't have to be exactly that certainly if you are
following steps along feel free to be creative and visualization is certainly
part art and part science but we'll use that as a template and let's start by
just putting a text box or label there say
when chore it's perfect it's making larger it's fun big enough and I'm going
to resize this element alright great suit nature works now I'm going to add
an image so again in the ribbon right next to text box there's an image button
I'm going to click on that actually I placed it in my temp folder so I have my
logo right here I open that and then I can resize it fit perfect and that looks
great now I'm going to add some high-level
elements so you're going to see this pattern that I follow it's a very simple
pattern and again visualization don't think that you have to be fancy you have
to make it look really shiny just be told and if you read the best practices
simpler the better because they're more usable and less distraction so we'll in
further modules later modules we're going to go a lot deeper into
visualizations and best practices the visualization I have to say this whole
interface it's got a thousand tips and tricks in here kind of like Excel
visualizations we're not going to cover them end to end so there's not going to
be a comprehensive guide on everything you can do around visualizations but
we're going to show you some basics show you some best practices and get you up
and running and from that point on you can pick up tips and tricks as you go
alright great so let's start so again certainly for the first round I'm going
to keep things simple so we'll start with high-level data so we have I can
get this earlier so let's add a filter so again our budget data is only
calendar year 2016 so I'm going to drag in that as a page filter you can also
add it as a report filter I remember report filter is going to apply to all
the pages if I did have additional pages well for now I just have one base of
base filter is sufficient 2016 that's set and I'm going to start bringing in
my elements so let's start by clicking sales and again it's like you know you
being in a shopping Mart what do you want right the heavy lifting has been
done all the core measures have been defined and now you're just picking that
elements and dropping them in your cart so sales and I'm going to choose the
card type so this one is a bold very bold visual big big numbers and works
great in power bi especially as you will see later for binning elements to the
dashboard alright so I got the first element I don't quite like the 16
million that's not enough granularity so I'm going to change that route so
remember the first tab here is field and the next one is format analytics would
kind of wait for that one so we're going to talk about that later but for now I'm
going to go to format and data label and the display you hover over it actually
doesn't show any which is weird but display is really it's saying hey Auto
which is what it's doing right now it determines by itself I'm just going to
say none I'm going to see this in action so after none is showing me the dollar
value is just showing 16m so this one is good thank you just right sighs perfect
and I'm just going to control C control week so and you can also use the buttons
over here copy/paste
all right I got four elements because I know what I want here and there are
other buttons here to format equally dispute it
Megan's gonna say distribute horizontal so this one I wanted to show budget and
I can just drag over it great that's done and this one I want to
show variance and I'm going to drag over it it's done as for variance and the
last one I want to show variance percentage done actually maybe I would
space these it's like here, again part art part science, you don't have to
exactly follow every mouse movement that I'm doing just follow it in general all
I'm trying to do is show high level numbers up there so actually want to
keep going build the elements and then I'm going to spend the time to tweak it
visually to make sure it looks good now I got the high level elements perfect
let's bring in sales again and by the way you notice I can kind of drag
elements there if I select if I unselect everything so I click on whitespace and
I bring in something it creates a new element as well fix a default the visual
that thinks it makes best sense or I can of course drag elements over like this
so I can drag buzzing on that or you can drag it to the fields over here so
either way take your back doesn't really matter and again this part is really
just playful this is just us kind of playing with these things quite
discoverable quite easy to learn I would say especially when you compare to the
work we were doing in data model so we got sales in budget at the end anyway
I'm going to add product category in the access and I'm going to allow for drill
down by embedding subcategory within there let's change that to
a bar chart and I'm going to change the sorting so it's alphabetical
you will see why to sort by category and I'm going to click again 0a to change it
alphabetical zip now its accessories bicycle clothing so sales and budget by
category and I'm going to copy paste this element again because here instead
of sales and budget I would like to show variance it's kind of side by side all
right let's add some color to it so variance
so this already allows drill down so somebody can go accessories drill down
and see the sales and budget for each subcategory within accessories or
right-click on this and say alright well so this gives you a slightly different
view variance and you can see tires and tubes the variance is about ten ten
thousand dollars
okay so we're back here let's add some color to it then we're going to use this
color saturation field so you notice here there's a variance and color
saturation and I'm going to make the color saturation use the same feel as
well so you notice it added some color up here but I'm going to tweak that play
with that so I'm going to go to format data colors and minimum I'm going to
choose red and for maximum I'm not going to choose bright green I'm just going to
choose this light light green okay give leave it there let's display
with it see how things book so if you drill down on accessories this Way's is
really negative so it's deep red and the others that kind of milder while this
shade of the color good here let's gain copy base this government and now I'm
going to remove category and subcategory change this to a line chart and add my
calendar want to do it
alright looks great that gives me a trend and again the similar to how I
have done here I have let them compare sales and budget side-by-side
essentially that gives you a view of hey who has the biggest chunk of things
right the accessories you can see that helmets and tire the tubes are the
biggest ones and variants really tells you that who a who's who's not doing
well so you can see well in this case helmets and tires to go to or not doing
that great so we're going to try something similar here and control-c
control-v and instead of sales and budget I'm going to bring in variants
right and I'm going to change that to a column chart I'm going to add some color
here again I'm going to put variance in color saturation just the way we had
done it for this crap earlier it's going to here data color is minimum is red and
this one is kind of like light green
and lastly I'm just going to throw in my top products and top customers so I got
sales and we'll change this to a table it's slightly bigger
start with top customers get full name in order and yeah
full name sales then I'm going to turn off the totals gets totalled really 16
for 73 I'm already seeing it here it doesn't add any value so I'm going to
turn off the total go to here general turn totals off done and while I'm here
let's give it a title so let's turn on the title let's say top customers make
that a little bigger
and control C control we grab that
and instead of customers I'm going to grab product
go and fix the tile instead of saying top customers now discussing products
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