Business Reporting: Creating & Formatting Matrix Visualizations in Power BI

Business Reporting: Creating & Formatting Matrix Visualizations in Power BI

• discover the key concepts covered in this course
• create a relationship between two tables in Power BI and enable automatic detection of these relationships
• disable automatic detection of relationships between tables in Power BI and manually create and edit relationships between tables
• experiment with 1:1, Many: Many, 1:Many, and Many:1 table relationships and create relationships among tables by dragging and dropping columns
• use the Power BI Report View to visualize data that has been imported from an Excel spreadsheet and instantiate a matrix visualization in the report view
• populate the matrix visualization using the State and Values field inputs from the Visualizations tab; perform aggregation operations on the Values field; and leverage the Page Information, Page Size, and Page Background cards from the context-sensitive Format Control tab to control color, transparency, and layout of the Power BI report page
• enable a matrix to drill down to a specific level and then disable the matrix from having a drill-down
• drill down data rows in matrix visualizations and apply a filter to drill down into a particular row using the drill-down button
• perform sort operations on the rows and drill-down and drill-up operations on the rows and columns of matrix visualizations
• create a column calculated from a formula using a new measure
• leverage the Visualiations pane's context-sensitive Format Control tab to control the field hierarchy alignment, font color, gridlines, computation, and position of subtotals and outline color of a matrix control using the Title, Column Headers, Rows, and Subtotals cards
• apply conditional formatting and add data bars with custom colors to a matrix, then replace the data in a matrix column with data bars
• summarize the key concepts covered in this course

Some of Power BI's advanced capabilities include mapping relationships among tables and customizing the look and functionality of matrix visualizations. You'll start this course using E-R (entity-relationship) diagrams to create, edit, and delete relationships among columns in different tables. You'll then move on to creating matrix visualizations and setting up a matrix control. You'll use the matrix control to visualize parent and child columns via a drill-down feature. You'll then create a column from a formula (known as a measure in Power BI) and perform various formatting operations to your matrix visualization, such as adding a title and row subtotals, editing text size and alignment, and turning on vertical and horizontal gridlines. Lastly, you'll implement conditional formatting on your matrix visualization.

Business Reporting: Getting Started with Power BI Desktop for Data Analysis

Business Reporting: Getting Started with Power BI Desktop for Data Analysis

• discover the key concepts covered in this course
• install Power BI from Microsoft Store and import data to it from an Excel file
• perform operations in Power BI using the UI and the Advanced Editor to sort data, change data types, rename columns, and use uppercase text
• perform operations in Power BI to remove columns and top rows, split columns by delimiter, filter rows, and delete a query
• create basic and advanced filters in Power BI to filter data using a condition on one or more columns
• create bar charts in Power BI, sort the values visualized in them, and edit the operations Power BI performs on the visualized data
• edit the aesthetics of a bar chart, changing the color, display units, orientation, height, width, and more
• import JSON data into Power BI and use Power Query to convert JSON data into tabular data and change the column data types
• create and edit a line chart in Power BI by adding and configuring data labels, legends, markers, gridlines, and other chart elements
• use Power BI to design a stacked bar chart for data visualization and fields with large numbers of unique values and create a basic filter using the filters pane
• summarize the key concepts covered in this course

Power BI is one of the most commonly-used tools for building data reports from various source data. In this course, you'll start by installing Power BI Desktop and importing data to it from several sources, including the relational databases, MySQL and PostgreSQL, cloud data warehouses, and Excel, CSV, JSON, and XML files. You'll then use Power BI to perform simple operations, such as changing data types, renaming columns, and using uppercase text. You'll also open and run the Power Query app.

Moving on, you'll use Power BI to create and format simple data visualizations, such as bar charts, line charts, and stacked bar charts. Finally, you'll practice aggregating numeric data and string (categorical) data in charts, working with the correct aggregation operators for their respective fields.

Business Reporting: Leveraging Treemaps, Matrices, & Slicers in Power BI

Business Reporting: Leveraging Treemaps, Matrices, & Slicers in Power BI

• discover the key concepts covered in this course
• create a treemap control in order to visualize data from a matrix, configure the color scheme of a treemap, and edit the data contained within the treemap
• configure a treemap control to use another page as a custom tooltip
• link a matrix with a treemap control so that if a matrix row is clicked, the tile corresponding to that row in the treemap is highlighted, and vice versa
• edit the page view and page theme of a Power BI page and optimize a Power BI report for display on mobile devices using the mobile phone layout feature
• create a slicer and add it to a Power BI report and configure the slicer to filter the UI of the report
• edit a slicer so that all the options are represented by boxes to be selected, configure the slicer so that it can only have one item selected at a time, and create a range slider
• summarize the key concepts covered in this course

Treemaps are an impressive hierarchical data visualization feature of Power BI. Add in tooltips, matrices, slicers, and mobile readiness, and your reports will be highly interactive and engaging.

You'll start this course by creating and configuring a treemap in Power BI. You'll then set up a treemap tooltip and configure it to use a chart on another Power BI page.

Next, you'll create a Power BI report that automatically links the treemap to a matrix visualization. You'll then optimize this report for mobile device viewing.

You'll move on to use slicers and add them to a page in your Power BI report. Lastly, you'll work with different slicer settings for numeric and string (categorical) fields and implement horizontal and vertical slicer layouts.

Business Reporting: Visualizing & Merging Data in Power BI

Business Reporting: Visualizing & Merging Data in Power BI

• discover the key concepts covered in this course
• use Power Query to create conditional calculated columns using if-else-elif blocks and custom calculated columns using formulas to determine values
• import XML data to Power BI, filter it, change the data type, and find and delete rows with errors
• Use Power BI to build and edit stacked line charts, configure aspects of them, such as the legend and axes, and create a basic filter in the filters pane
• configure the filters pane in Power BI to automatically filter based on the specified filter value
• create a foreign key relationship (a.k.a., a referential integrity constraint) between two tables in Power BI
• Use Power BI to create a bar chart with lines parallel to the axes using the analytics card, and configure min, max, median, and average lines
• combine files in an imported folder and perform basic data cleaning operations using Power BI's UI and Advanced Editor
• perform various advanced Power Query operations, such as removing columns and Top N and error rows, performing row filtering operations, and creating grouped bar charts
• summarize the key concepts covered in this course

Power BI and Power Query can be used in combination to facilitate both basic and advanced operations. In this course, you'll learn how to use Power Query to create the two types of calculated columns, custom and conditional.

Next, you'll use Power BI to import and clean data and create stacked line charts (area charts) to visualize data. You'll filter the unique categorical values of the visualized series using various filtering techniques. You'll then combine data between tables using a foreign key relationship and create a bar chart with line markers using the analytics card.

You'll move on to import a large number of files residing in the same folder. Lastly, you'll use Power BI's UI and Advanced Editor to perform basic data cleaning operations and Power Query to perform various advanced operations.