In the Fields pane, select the Sales, Product, and Segment fields. Select a blank area in the lower half of your report canvas. Save some room on the left side of the canvas. Power BI creates a map visual with bubbles representing the relative profit of each location.Įurope seems to be performing better than North America.Ĭreate a bar chart to determine which companies and segments to invest in.ĭrag the two charts you've created to be side by side in the top half of the canvas. Now you can easily see that December 2014 had the most profit.Ĭreate a map to see which country/region had the highest profits.įrom the Fields pane, drag the Country field to a blank area on your report canvas to create a map. In the Visualizations pane, change the visualization type to Line chart. Power BI updates the column chart to show profit for each month. In the Fields section of the Visualizations pane, select the drop-down in the X-axis value. Power BI updates the column chart to show profit by the two years. If you created a Calendar table in Extra credit: Create a table in DAX earlier in this article, drag the Date field from your Calendar table instead. By default, Power BI displays a column chart with one column, Profit.ĭrag the Date field to the same visual. Now, you create a line chart to see which month and year had the highest profit.įrom the Fields pane, drag the Profit field to a blank area on the report canvas. Type “Executive Summary – Finance Report”. Let’s build the final report, one visual at a time. In the Fields pane on the right, you see the fields in the data model you created. Now that you've transformed and loaded your data, it's time to create your report. Calendar = CALENDAR(DATE(2013,01,01),Date(2014,12,31))ĭrag the Date field from the financials table to the Date field in the Calendar table to join the tables, and create a relationship between them. Type this expression to generate a Calendar table of all dates between January 1, 2013, and December 31, 2014. Type this expression to add all the numbers in the Units Sold column. For now, let's write a basic expression and join two tables. There's lots to learn about DAX in the Power BI documentation. Writing measures and creating tables in the DAX formula language is super powerful for data modeling. Power BI also indicates the date field with a calendar symbol. You see the Sigma symbol in the Fields list? Power BI has detected that those fields are numeric. Our data is almost ready for building a report. You see that each transformation has been added to the list under Query Settings in Applied Steps.īack on the Home tab, select Close & Apply. We know the Montana product was discontinued last month, so we want to filter this data from our report to avoid confusion. In the Product column, select the dropdown and clear the box next to Montana. Double-click the Month Name column, and rename to just Month. Let's shorten the column name from Month Name to just Month. On the Transform tab, select Format, then select UPPERCASE. We want to make the segments easier to see in the chart later, so let’s format the Segment column. It doesn’t make sense to have 0.2 or 0.5 of a unit sold, does it? So let’s change that to whole number. In this case, the units sold are in decimal form. The top data cleaning step users do most often is changing data types. Choose Replace current to change the column type. On the Transform tab, select Data Type, then select Whole Number. Select the Financials table, and choose Transform Data. As you do each transformation, you see it added to the list under Query Settings in Applied Steps To make the visualizations easier to read later, we do want to transform the data now. If you need to make changes, transform your data before loading. The Navigator provides a preview of your data so you can verify that you have the correct range of data. In Navigator, you have the option to transform or load the data.
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