Introduction to
Power BI
Lab 3
By Alan Yap
2021
Copyright © 2021 by Alan Yap
Visualize data in Power BI
Copyright © 2021 by Alan Yap
Visualize data in Power BI
• Introduction
– Attractive charts and graphics that can use to revitalize data
– Allow to share data insights more effectively and increase
comprehension, retention, and appeal
– A fundamental part of reporting because;
• It helps report audience connect
• Interact with the information to make informed decisions quickly
Copyright © 2021 by Alan Yap
Visualize data in Power BI
• Introduction
– Add visualization items to reports
• A variety of visuals that can be used to report on the data model
• Allowing to present the important information and insights that
discovered in the data in a compelling and insightful way
Copyright © 2021 by Alan Yap
Visualize data in Power BI
• Introduction
– Add visualization items to reports
• Each visual is represented by an icon in the Visualizations pane
• The types of visuals that are available include;
– Charts
– Maps
– Cards
– A table
– A matrix
– Many more
Copyright © 2021 by Alan Yap
Visualize data in Power BI
Let’s Get Started
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Connect to data in a file
• At the Home tab
• Select Get data
• Follow by Excel
• Select the Sample –
Superstore, then Open
• Checked Orders Table
• Follow by Load
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Connect to data in a file
• At the Field pane
• Select Category and Sales
• At the Visualization pane
• The Value are loaded
• At the Display pane the table
is loaded
• Now change to the desire
Visualizations
– Example Cluster Column Chart
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an
effective
visualization
• Table
visualizations
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an
effective
visualization
• Matrix
visualizations
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective
visualization
• Stacked Bar charts
• Clustered Bar charts
• Stacked Column
charts
• Clustered Column
charts
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective
visualization
• Line charts
• Area charts
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective visualization
• Combo charts
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective visualization
• Waterfall visualization
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective visualization
• Funnel visualization
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective visualization
• Scatter charts
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an
effective
visualization
• Pie chart
• Donut chart
• Treemaps
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective visualization
• Maps charts
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective visualization
• Gauge charts
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective visualization
• Card visualization
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective visualization
• Slicer visualization
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Choose an effective visualization
• Q&A visualization
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Format and
configure
visualizations
• At the Visualization
Pane
• Click Format
Button
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Format and
configure
visualizations
• Title
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Format and
configure
visualizations
• Background
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Format and
configure
visualizations
• Tooltips
– At the
Visualization Pane
– Click Field Button
– At the Field Pane
– Click and drag
Quantity into
Tooltips
Copyright © 2021 by Alan Yap
Visualize Data in Power BI
• Let’s get started
– Format and
configure
visualizations
• Tooltip
– At the
Visualization
Pane
– Click Field
Button
Copyright © 2021 by Alan Yap
Visualize data in Power BI
Light Demo – Design a Report
Copyright © 2021 by Alan Yap
Getting Data in Power BI
Copyright © 2021 by Alan Yap
Getting Data in Power BI
• Let’s get started
– Connect to an Excel file
• Load up Power BI Desktop
• At the Home tab
• Select Get data
• Follow by Excel
• Select the desire file
• In this example: Sample -
Superstore
• Follow by Open
Copyright © 2021 by Alan Yap
Getting Data in Power BI
• Let’s get started
– Connect to an Excel file
• At the Navigator pane
• Select the desire Table
• In this example: Select
the necessary
• Follow by Load
Copyright © 2021 by Alan Yap
Working with Power BI
• Let’s get started
– Creating a Report
• Rename the page
• At the bottom-left, right-
click Page 1,
• Select Rename page
• Override the highlighted
with Overview
Copyright © 2021 by Alan Yap
Working with Power BI
• Let’s get started
– Creating a Report
• To add a Logo
• At the Insert tab
• Click Image
• Select the
AdventureWorksLogo file
• Follow by Open
Copyright © 2021 by Alan Yap
Working with Power BI
• Let’s get started
– Creating a Report
• To add a Slicer
• First de-select the image by
clicking an empty area of the
report page
• In the Fields pane,
• Select the Orders, Order Date
• In the Visualization pane
• Select Slicer
Copyright © 2021 by Alan Yap
Working with Power BI
• Let’s get started
– Creating a Report
• Let’s add another Slicer
• In the Fields pane,
• Select the Orders, Region
• In the Visualization pane
• Select Slicer
Copyright © 2021 by Alan Yap
Working with Power BI
• Let’s get started
– Creating a Report
• To Format the Slicer
• At the Visualizations pane
• Open the Format pane
• Expand then Selection Controls
group
• Set the Show "Select All" Option to On
Copyright © 2021 by Alan Yap
Working with Power BI
• Let’s get started
– Creating a Report
• To add a Chart to the page
• De-select the slicer by clicking an empty
area of the report page
• At the Visualizations pane
• Click the Line and Stacked Column Chart
visual type
• At the Fields pane, Select the desire items
• In this example, Orders, Order Date –
Month
• Follow by Sales and Profit
Copyright © 2021 by Alan Yap
Working with Power BI
• Let’s get started
– Creating a Report
• To add a Map to the page
• De-select the chart by clicking an empty
area of the report page
• At the Visualizations pane
• Click the Map visual type
• At the Fields pane, select the desire item
• In this example; Orders, Region
• Follow by Category and Sales
Copyright © 2021 by Alan Yap
Working with Power BI
• Let’s get started
– Creating a Report
• Let’s add another Chart
• De-select the chart by clicking an empty
area of the report page
• At the Visualization pane
• Select Stacked Bar Chart
• At the Fields pane, select as desire
• In this example: Orders, Category
• Follow by Quantity
Copyright © 2021 by Alan Yap
Working with Power BI
• Let’s get started
– Creating a Report
• To Format the Visual
• At the Visualizations pane
• Open the Format pane
• Expand the Data Colors group
• Set the Default Color property to a desire
color
• Set the Data Labels property to On
Copyright © 2021 by Alan Yap
Next Steps
Copyright © 2021 by Alan Yap
Share Question Mobility
Q&A
Copyright © 2021 by Alan Yap
