Power BI Dashboard

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Transcript

00:00Hey, friends, welcome back. Now, in the last video, which was quite long, we did the first

00:10deep dive into the Power BI interface. Now, of course, as I said before, I do not expect

00:15that you remember everything. And that's also not necessary, because the best way to learn

00:21a tool is actually to work with it. And this is what we get started now. So you can see

00:27I opened a blank Power BI report in here. And now let's actually connect to some data.

00:33For our use case, there is a demo file, which is called the Easy Way Power BI. And you can

00:40download it from the source section to follow along if you want to do that. Of course, you

00:44could also directly start with your own data in case that's what you want to do. Now, to

00:49get started, what we need to do is we need to import the data. Now, we have various options,

00:54because in this case, it's an Excel file. And I already told you that you could either

00:59click on Excel workbook up here in a ribbon bar, you could go to import data from Excel

01:04here, you could click on get data from another source with the pop up window, or get data

01:11from here and also choose Excel workbook, or go to more, click here, wait for the pop

01:16up window, and then choose Excel from here. So you can see, you can do it in various ways.

01:22So since we already have the pop up window open, let's just use it from here. Okay, let's

01:25click on Excel, click on Connect. And then just choose here the file, in this case, Power

01:31BI, the Easy Way. That's the file, click on it, and then click on Open. Now just wait,

01:38and you get this navigation window, the navigator. Navigator now shows us here two items. The

01:45first one is this one with this blue bar on top, which is called gaming TBL. Second one

01:51is called gaming. And you can see if you click on these things, the second one as well,

01:58you get a preview, which of course you can also increase from the size if you want to

02:01do that. But you can see clearly what the data looks like. Now, if you're wondering

02:07what's the difference between those two items, well, the difference is that this one here

02:12is a table from Excel. So really a formatted table in Excel, which is the blue bar, that's

02:17the indication for that. This, on the other hand, is referring to the complete sheet in

02:22Excel. Now, as a best practice, or as a tip, which I can give you, is whenever you have

02:28a table in your sheet, and you want to make sure that you only import the data from the

02:33table and not additional data from the sheet, then go with the table option. Because this

02:39will then make sure that if someone else, or even you, will create additional information,

02:46additional data on the sheet, it gets not imported into Power BI. Also, when you refresh

02:51the data later on. And by the way, if someone else will change the data just in the meantime,

02:58and you want to see the latest data, just click this refresh icon here. So that's just

03:03while you import the data, of course, later on, you will also have the option to refresh

03:07the data if you simply click this refresh option here in the ribbon bar, for instance.

03:12But for now, as I said, as a little tip, and as best practice, I'm choosing the table

03:17here, even though, in this case, it doesn't make any difference, because the data is the

03:21same. There is only the data in the table and not additional data on the sheet. So after

03:28we just check the preview here, we have now the option to simply click on load. So let's

03:33click on load. And then we wait until Power BI imports the data. So there it is. It's

03:40a small data file, so that shouldn't take too long. And we can see that now the data

03:45here is on the right side. There's this gaming TBL. And if I click on it like that, I could

03:50see here the various fields which are included, like country, order amount, price, and so

03:55on. So these are the columns of the table we have. Also, we are currently in the report

04:01view. Remember that? But I could go now to the data view. So click on data here. And

04:07now you see that we can see the table in here. And that's what I meant in the first

04:12video when I just told you we had no data, so we weren't able to see anything, but just

04:17told you that here you have a kind of view like in Excel. Just a table view where you

04:21can, for instance, filter the data. You can go in here, and you can apply number filters,

04:26and so on. So all the filtering you are probably familiar with. So we'll not dive too deep

04:31into that, but that's what you get here. Also, one thing to notice here, if you filter

04:37the data in this data view here, this has no impact on the report view. So as an example,

04:44if I go in here and say I only want to see product PlayStation, like that, and say I

04:49only want to see PlayStation here, click OK, you would see this here in the view. But if

04:55I would create my report in here, and just to show you this, we dive deeper into this

04:59just in a moment, but if I would say here I want to see the product, click on product,

05:04you see that I still have all the products in here, even though I was filtering this

05:08one to PlayStation. So this is really just to, well, to analyze the data a little bit,

05:13but it does not change the data. It doesn't filter the data. If you want to do this, then

05:18we need to go in the Power Query editor, but that's something we're going to cover later

05:21on. So let me just remove this filter, even though it doesn't matter because it does not

05:28impact our data itself, but let's just remove it. Let's just say clear all filters, and

05:32we can see the data again. Also, if I go back into, or if I go to my model view before

05:40we turn back into the report view, we can see here, there's the table we have imported.

05:45So I can also drag this around, and in here I can create my relationships. For now, that's

05:50not too important because we only have one table here to get started, but later on we

05:55will see how we can connect table in this view. So also, if you hover over the table,

06:02you get a few additional information. For instance, what's the storage mode? It is import

06:06because we import the data into Power BI and also the data when the report was last refreshed.

06:12That's also included in here. And you can also, by the way, collapse it, the table,

06:17if you have too many columns in here and you want to see it here in the smaller view, you

06:21can also do that. Now, let's go back into the report view for now. So, and let me just

06:28remove this for now. Click on the three dots here and click on remove because now this

06:32is the view we should actually get started. So, you already have seen just a few minutes

06:39ago or seconds ago, but in order to get here visualization in the view, we have various

06:44options. One of those options is if we simply click on one of the columns here. So for instance,

06:51if I click on the sales column here, that's a numerical column, I can click on it, tick

06:55the box, and then you see, I get a bar chart here by default. And if I hover over it, I

07:01also get a little tool tip, which tells me here the sum of sales is in this case around

07:0534,000 in total. I also got this option here, this little icon here. This is the on object

07:13that's called in Power BI, which gives me here options to change the visual. So for

07:20instance, currently it's a bar chart as you can see here, but I could also say I'd like

07:23to have, instead of a bar chart, I'd like to see a KPI. So I can click on the card here

07:29and this will simply change the visual. So, it is quite easy to change the specific visualization

07:37by simply choosing another one from these options here. So, if I switch back, let me

07:43just show this to you, if I switch back here, for instance, to a clustered bar chart like

07:46that, let's see, I got my bar chart now horizontally. And then there's an option which Power BI

07:51recently implemented, which is suggest a type. If you turn this on, let me do it. You see

07:58that now we have a card again. And the reason for this is suggest a type means that Power

08:04BI creates the specific realization, which it thinks is best for the specific, in this

08:10case data you have put it here in the data options. And in this case, it's simply a card

08:15for the KPI. But I personally leave it off all the time because normally I know exactly

08:21what kind of chart I want to build. And that's why I don't want Power BI to switch this off

08:25on a different chart automatically. So, let me just go back maybe to, oh, let's say use

08:32a donut chart, write something else. We can see here our donut. And of course, by the

08:35way, we can make it bigger simply by dragging this bigger. And you can also move it around.

08:40In this case, I would recommend go over the three dots in here and just drag and drop

08:44it and place it somewhere else on the screen if you want to do that. So, that's how you

08:49can easily create the visual. And you can always add data here. You can see there's

08:53a legend option. There's the values area, there are details and tooltips. So, just in

08:58case I want to add something to the legend, I can either click on data like that. And

09:03then a little pop up here appears where I can add additional data. So, you can see here

09:09exactly the same columns from in this case, the one table we have, which are also displayed

09:13here in the data. So, if I could say, or would say, I like to see here this one. Well,

09:20but for each of let's say the regions, I can take region here, click on it. And now it's

09:26added here to the legend. And I can see here the chart on this case, in this case, the

09:30donut chart for all the regions we have. So, west, south, east, north, and can see that

09:34in here. And by the way, if you do not like the colors, you probably already know you

09:39mentioned it, but let's do this together. Go to the view option here and then choose

09:44a different color theme. This one, for instance, you got a different color theme here. Also,

09:49the tooltip is there. You can see this, which tells us here the region, which is west and

09:53the south seals in the total value, as well as the percentage figure, which is calculated

09:58automatically for us in this chart type. So, if you want to remove it, simply click on

10:06a cross symbol. And let me just do this quickly like that. And you have seen that we can click

10:12on this data option here, but we could also say we just choose here, let's say the region

10:18again, and just drag it and drop it on here. That would also work like that. And you can

10:23see that you've got exactly the same chart. So, it's up to you whether you want to drag

10:26and drop it, or if you simply click on this add data option and then add the specific

10:31fields you want to add here. And beside this, as I said, just choose a specific chart type

10:39you want. And then you can see this exactly changing here. So, this would be one option

10:45in here by simply starting with a column. We've seen I can click on something like sales

10:50and I got here another chart that is possible. Also, what we could do, let me just click

10:57on the three dots here and go to remove. We could also go back under home where we all

11:04have the charts in here or under insert where we also have the charts here in the visual

11:09section. And we can simply click on one of those chart types. So, for instance, I could

11:15go in here and say, I'd like to see here my bar chart. So, I'm using my cluster bar chart

11:19here and I can see I got the template here, which currently has no data. Let me just drag

11:24it up here, but we can easily fill it. We can simply click on, in this case, here the

11:29data option and add some data. Or if we say this was not the right template, we can quickly

11:35change it here as well. Or we could also change the template up here. So, if I would like

11:40to see instead of this one, I'd like to see, for instance, a table. I could either click

11:45here on the table option, click on table, and you get the table, in this case template,

11:50where we need to fill it with data. Or let me go back to the bar chart here. I could

11:56also go up here. As long as I have still the visual selected, that's important, right?

12:02It just needs to be selected. And if you deselect it, just click on it again, then it's selected.

12:07And then you can go in here and then also choose here, I'd like to see this as a table.

12:12And then you also change the template to a table. And then you just need to fill it with

12:16data by either dragging data directly on the table. So, for instance, the product, I could

12:21drag it here, or I could also click on this little option here, and then just add data

12:27from here. Add data, and then I can choose, for instance, here my country, click on a

12:31country here, and then I can see my table with the country. And if I want to add additional

12:37data, I can click on add data and say, I'd also like to see the sales, click on sales,

12:42and I would see here also some sales, and maybe add additional data, click here, and

12:47I'd also like to see the profit, like that. So, you hopefully see that Power BI is really

12:53flexible regarding how to create the chart. And also, if you want to change it anytime,

12:58you could easily do this by simply clicking on the visual and then change here the specific

13:02visual type. Beside this, you also would have the option to select the chart like this one,

13:09and then change it from up here. So, if I say I have here a donut chart, but I'd like

13:14to see this as a bar chart, I just select the chart, and instead of going here and change

13:19it from here, I could also just select it and change it from the insert or the whole

13:25by simply clicking on a different icon. So, for instance, let's just say I want to see

13:29this as a bar chart, click on the bar chart icon, and you see that now the chart type

13:32changes here. So, that's also possible. It's up to you what you want to do. And of course,

13:41go back, just click on the undo button here, and then you've got the prior visual again.

13:50So next to that, of course, there are various formatting options. And because they are so

13:56plentiful, I cannot show you all of them, but I'm going to show you just here how to

14:01work with them. And then I highly encourage you to try them out yourself. So, to do this,

14:07you could at first select the specific visual here. And for some visuals, the formatting

14:12options are already built in. Currently, the on object, so this option to change the chart

14:17type and add, well, as I said, the formatting options is not already rolled out for all

14:23the visuals, but for some of them. For instance, if I click here, you see that there's a little

14:28icon, this one here. So, this one is currently not supported, at least at this point in time,

14:34for, in this case, the table, but it will be in the near future. So, depending on when

14:39you watch the video, maybe the option is already there for the table as well. But for now,

14:44it's already there, for instance, for the donut chart. So, just to format it, you can

14:48click here, add or remove elements, like this one. And then you can, for instance, say,

14:53I want to get rid of the title. Untick the title option, the title is gone. Or untick

14:57the legends. Untick the legend, the legend is gone. Or untick the details. So, these

15:03things can be directly formatted from here. And as I said, with time, more and more options

15:10will be directly available in here. But if the specific option to format a chart is not

15:17already here, by clicking on this icon, or this icon is not visible, for instance, because

15:21it's currently not implemented yet for the table, just click on more option. And if you

15:26click on more options here, let me tick it, watch what happens on the sidebar here. Currently,

15:31we only have the data view here, right? But if you click on more options, then automatically,

15:37this new icon appears here on the side, the formatting option. And now you have all the

15:41formatting options in here for the visual. So, besides title, legend, detail labels,

15:47and so on, you can now also customize this here. For instance, if I untick the title,

15:52the title is gone here as well. And I also have a few additional options here, like clicking

15:57on a title. And here, for instance, I could specify what kind of text I want in this title.

16:02So, this one here. So, I could write any kind of text here, for instance, donut for sales.

16:10Okay? Just any random text, you can see it here. Now, this has changed. And I can also

16:15change here the font size. I can make it bold if I want to do that. You can see the changes.

16:20I can center it if I want to do that, and so on. So, all these customization options

16:24which are here, which some of them you're probably familiar from PowerPoint or from

16:29Excel, they're also available in here. I can also do conditional formatting here, so conditional

16:35title based on a measure, but that's something we're going to cover later on. That's not

16:39something we're going to cover right now. But hopefully, you have seen that it's easy

16:44to format things here simply by clicking something, changing the text color, make it green, and

16:49so on, and all this is reflected here. And as I said, this is currently in here, so in

16:55the site navigation bar here, the formatting option, but in the future, more and more of

16:59those options will be directly available in this little icon when you click here. Right?

17:04Simply again, depends on when you watch the video. And you'll also have seen that for

17:09some visuals, as I said, for this one, for instance, currently, there is no formatting

17:14option directly appended here, but you can also see that there are all the options, formatting

17:20option, we can format the table. And by the way, if you can't see this, let me just right

17:26click here, and let's just close it for now. You see it's not visible. In order to open

17:30it, simply go under the view option here, and then just check it here. So, click on

17:37format here, and then it's available in here. Right? So, then you can just select the visual,

17:43and then just change whatever you want to change in here. So, for instance, for the

17:47table here, I could go to size and style, and then I can change here, horizontal, vertical,

17:53height and width, and so on. Or just say, let's go back in here, let's go to the style

17:57presence here, and then change the table style. For instance, I could say I want to have none,

18:02and you see that now the table has changed regarding the style. I can also make the values

18:08bigger. I can go in here and increase the font size. Now, you can see here. Hopefully,

18:14that the values are bigger. It's easier to see. And if I play around with the color,

18:19and so on with the background, it's really up to me how I want to style my table. There

18:22are lots of options in here, and just in case, as a little tip, if you want to see all of

18:27them, because currently a lot of them are currently red, you need to click on it, and

18:31then see all the options you have to style it. Just click on the three dots up here,

18:36and then you can see all the formatting options you have. And you can see it's really quite

18:50a lot, right? So the style presence, the title options, of course, you need to tick the title

18:55that's on, and then you can write any text. For instance, this is my first Power BI table,

19:04right? Like that. And you can see that now this header appears. And as soon as you activate,

19:10turn it on, the title here, then, of course, you can customize it further. All these options

19:14are now available for you. The same is true for the subtitle, by the way. Currently, it's

19:17grayed out, as you can see, but you just need to turn it off, on in here, and now then you

19:22can style it the way you want. And as you can see, and hopefully also when you follow along,

19:28if you scroll down, you can see a lot, and I really mean a lot of options. And a lot of

19:33them are actually quite clear. I mean, based on the description, for instance, you want to add a

19:38border and where should be the border position. But as I said, I highly encourage you just try

19:43all the things out which might be interesting to you, right? Because every one of us has

19:48different requirements, of course, for his or her styling and visualization, but there are really a

19:54lot of options, and I'm certain that you find what you're looking for if you just try out the

19:58different things and just use it. So that's basically it for the styling here for the table.

20:07Next to the table, which I also like to show you, let me just make this a bit smaller in here,

20:12is any kind of, let's say, regional data or geographic data. Of course, it's often interesting

20:19to plot things on a map, right? And this, of course, is also possible in Power BI. So let

20:25me just go maybe back under the insert or the home and just choose maybe a specific type.

20:31And here, and there I can go. And then I could choose one of my maps here.

20:36In the future, the Azure map, this one will be the default one. Currently, there are also these

20:40other maps. But in the future, Power BI will automatically rely on the Azure map. I just

20:45want to mention this because it depends really on the burden you're going to use. But you can always

20:49change the same way as you changed or as we changed the visuals for the donut chart, for instance,

20:55so from bar to donut, we can also do that, of course, for all the cards we have,

20:59in this case, the maps. So let me just go back to my and just click on the little cylinder,

21:05go to data, and then just choose here the country. So let me just click here and

21:10some empty space, because I do not want to add the data in here. So by the way, if you select

21:16the visual, like this one here for the table, for instance, as long as the visual is still selected,

21:21then, of course, if you click on anything, like, for instance, product,

21:25you will see that this is added to the specific visual, in this case, to the table.

21:29If you want to start a complete new visual, click somewhere on the empty space,

21:33just to make sure that you have not anything selected. And then you can, of course,

21:37click on, for instance, one of those data options here. So one of the columns,

21:42in fact, you got country here, I will see that now country, in this case,

21:45a map is automatically created for me. Let me make this bigger, let me drag it,

21:50maybe place it somewhere, as you can see. And now I have here also the option to either change

21:55the visual here, to add additional fields in here, or to go to the formatting option,

22:01click on this one here, and then I can already here change a few things. For instance,

22:05I can add the category labels. If I do that, now you'd see all the country names.

22:09And I can also change this to a heat layer, and it would get this heat map option here,

22:15if there's something you want to do. And also, if the option is not available here,

22:20so I said, again, for you, there might be more options already. In this case, for me,

22:24there are only these three, but, or in this case, there's four, one of them is grayed out.

22:29But of course, I could click on more options, and then again, the site navigation opens,

22:33and here I have all the options to style my map. If I scroll down, and again, you can see that

22:38there are a lot of options. There are also map settings here, where I can change the style from

22:43road, for instance, to light, and you would see that the map changes, and there are also options

22:48like, for instance, grayscale, and other ones. It depends on which one you prefer, but these are

22:53the options we have here. So, that's it. Click, let me click on this again, and you see that

23:00that's what I meant when I said the Azure map, this one will be in the future, the default,

23:05as far as I know right now, but currently, still, this map option was chosen, but we can switch it

23:11to the Azure map. Let me click on Azure map here, and to display Azure map, I need to sign in.

23:16Okay, in this case, I need to first sign into Power BI, and then I could display the Azure map.

23:22So, I just would go to a sign-in. I can click here, sign in, and then I can enter my email address.

23:28In this case, again, the registration is for free, but as I said, you need to have a business account

23:33or school or institutional account, something like that, in order to sign in. Currently, I'm not

23:38signed in. Maybe that's also a reason why the Azure map was not chosen by default. Okay, so let's go

23:43back to the original map and just visualize it like that for now. Beside the dots, I might be

23:50interested in what are the sales figures in this case, because we have sales data for the different

23:55kinds of countries, so I could easily do this by selecting the map, and then let me just go to the

24:00options here, and then I could add, for instance, for the bubble size, click on add data here for

24:05the bubble size. I can click on the sales here, and then I would see the bubbles now represent

24:11the sales amount which has been created in each of the countries. I can see that U.S. and India,

24:15for instance, are markets which we most sell our products. So, that's also an option you can

24:22play around with, adding simply the fields here, also maybe something in legend, on the tooltips,

24:27and so on. So, that's it actually for part one on creating visualizations in Power BI and connecting

24:35with data. So, I will cut the video here because it's quite long already, but in the next video,

24:40we will continue building our first report. So, hopefully, you're excited, as excited as I am,

24:45and I can't wait to see you in the next part. Thank you for watching, and I'll see you there.

24:54Hey friends, welcome back. Now, in the last video, we got started with our first Power BI report,

24:59and hopefully, you have seen how easy it is to import the data in Power BI, and then get started

25:04with your first visualizations. Now, let's continue building from there, but before we do this,

25:10we should actually save our report because, let's face it, even Power BI might crash from time to

25:16time for some reasons, whatever those reasons are, and then we might want to make sure that we have

25:21saved our file so we can restart Power BI and continue working from our safe. To do this,

25:27we can simply click on a little desk disk up here, just click on save, or press control s

25:33as a shortcut that would also work. So, let me just click on save on the disk here. So, click on it,

25:38and then you would see that now the window appears here, and I can easily now specify

25:43the name of the Power BI file. For instance, here, the easy way with Power BI, like that,

25:51and then I can click on, just save it, click on save, and then the data is saved now in this folder.

25:58So far so good. Now, beside this, we already learned that visuals have, at least at this

26:06point in time, some of them, this option to format the visual by simply clicking on this

26:10formatting icon here, and then we can add specific formatting options in here, and if the options are

26:16not already built in here, we can click on more options, and then we have the formatting window

26:20here on the side, where you can then customize a lot of things.

26:25Beside this, for visuals, we do not have this option. Remember, here currently it's not built

26:30in, maybe in the future it is for you already, but if not, simply click on this, and if you do

26:35not see this option, let me just, and it's one more time, let me just close it, if this is not available,

26:40go just to the view option here, and then check the formatting bar here, this formatting option,

26:44and then it appears here, and then you can customize the visual.

26:49But beside these options, we also have the option to specify specific formatting

26:55inside the visual itself. The way this works, let me just drag this a little down,

27:00currently you see that this visual has a black, in this case, a black border around it.

27:05As soon as we double click on it, let me just double click here, you would see that now the

27:09border changes to blue. This is an indication that we can modify certain things directly in here.

27:17So, for instance, if I hover over this, you can see, I can change it, I can right click here,

27:22for instance, and now I have the label selected, and I can change the label content, as well as

27:27the label position, outside, inside, and so on. But let's stick maybe for the label contents,

27:32for this example, and I could say, what kind of data do I want to show? For instance, I could say,

27:38I only want to see the category. Click on category, and now you see that we have changed here the

27:43description by only adding the category here. Or let's just right click again, and say, instead of

27:49this, I would like to see actually the category, in this case, and the data value, and percentage

27:54of total, so actually everything. So, click on all data labels, all the details, and you can see that

27:59now we have everything in detail here. I could also click on here directly, and I can press

28:05delete key, and then the whole visual is deleted. That's not what I want, so let's actually go back,

28:10and let's double click on this again, like that, and I can right click here, and I can also click here,

28:15the option to specify here certain things. For instance, I can make this bold, you can see that here,

28:21and now the options are bold, and so on. And I can also go in here, if I want to change here,

28:27in this case, the scale, currently you can see it's, in this case, 5k, because it's 5,000.

28:34If I click on none here, for instance, I would see north is 4,750. So, also, all these options

28:41here, also, maybe how many decimal numbers you want to show, the color, and so on, everything

28:45can be customized here as well. Let me go back to auto, and then it would show auto, simply

28:51the abbreviation with a k. So, you can see that there's also an option to change something directly

28:57in here. So, if I click on here, for instance, the legend, and you should also see that this changes

29:03what the formatting currently is highlighting here. So, if I go back to my, in this case,

29:08the description here, the labels, you would see that now we are here in the detail labels position,

29:12where we can customize it either in here, so in the pane, or directly in here in the visual.

29:20And if I click on region one more time, you see that now we are here in the legend.

29:23We can specify either by right clicking here, do I want to delete the legend, click delete,

29:29then the legend is gone, right? It's also turned off here. I can also turn this on again,

29:35and legend is there, and I can also play around. If I right click here, in this case,

29:39I'd like to format it. If I click on format, then you can see the format window here appears.

29:45And I would highly, or I'm certainly sure, actually, I'm very sure that the option,

29:50for instance, to change the position here, it can be center right, right?

29:54And we can change it here, but as I could say, I want to see it at the bottom center,

29:58click on bottom center, and now the legend is here at the bottom. This will be also available

30:03probably in the future if you right click here and then choose it from here.

30:06As I said, this on object here, the option here to format something directly in here,

30:11and also directly in the visual itself, if you double click on it to have the blue border,

30:15this is currently rolled out. So I'm very early here, but I thought it's the best

30:21to create videos now to give you the newest kind of experience and see what's coming.

30:26And that's why I'm not, all the options are already there, but for you, they maybe are

30:31already when you watch the videos, but hopefully you appreciate that. We're going to dive here

30:35into the latest feature and the latest probably update at this point in time.

30:41So now this is up to you, what you prefer. So do you want to do it directly in the visual,

30:47or do you prefer to get the formatting option on the sidebar or, or this option here by simply

30:52clicking there and change the things in here. So it's up to you at the end, probably what you

30:57prefer, but for now we have these three options. And if you want to deselect it, simply click on

31:03somewhere on the screen. And now if you select it again, you see that this blue border, so the,

31:07the option to format something directly here, if I write it here, this would not work,

31:11right? That only works if you double click on a visual, then you have the affording options in

31:15here. Okay. So that's it. Another way to form with the visuals. So you can see that Power BI

31:21becomes really quite flexible because this was not possible in the past, but now it is. And in

31:27the future, there will be a lot more for me options directly in the visual itself. If you double click

31:31on it. So having said that, let's just drag that down and let's continue creating our reports in

31:37here. So let me just look at this down here and let's actually insert a header because each report,

31:43each Google port normally has a header. So we can simply go to insert, click on insert here,

31:48and then we could say, we'd like to see a text box. So let me first deselect everything and

31:53then click on text box here. And now actually type in some text. For instance, in this case,

31:59my first Power BI reports in this case, let's say Power BI, the easy way, right? The easy way

32:09to get started, start it, start it correctly. Okay. So I'll select everything, control a,

32:15and I make it bold. And then I also center it maybe. And of course, I like to make it bigger.

32:21So let's say 18. I think that that should be fine, right? So let's just do this. So I click on the

32:27three dots and I drag this maybe here on top and I make it a little bit smaller because I don't

32:31need too much space like that. And I can click on this. And by the way, you're probably familiar

32:36with this from PowerPoint as well. But if I go to the formatting option here, I have here the

32:41option to align the options, right? To align left, center, and so on. In this case, I would

32:46like to align it middle horizontally or distribute horizontally and click on this option. Now you

32:51see it's exactly in the center of my screen in here, right? So all these options by clicking

32:56on a visual first, then the formatting ping here appears up there, format. And I can click on this

33:03and then I can specify here, do you want to bring it forward, backward, also options for Power BI,

33:08PowerPoint, sorry. If you want to have visuals overlap, for instance, like that,

33:12and then you can specify which one should be brought to front or to back. But I won't dive

33:18too deep into this because this is exactly the same as a PowerPoint, right? And if you worked

33:23with PowerPoint before, then you're probably familiar with that. But especially the aligning

33:28option here, that's quite helpful. If you want to style your report and align things properly

33:33and so on, then you can easily do this by simply selecting the visual. Or if you control click,

33:38select two visuals, and then you go to format and you can do exactly the same. The aligning,

33:43for instance, distribute them and so on, right? That also is possible. So if I align center,

33:48just to show you the view, I click on this one here, you would see that now they are aligned

33:51in the center. So let me just go back or press control undo because I only want to have my

33:57header here in the center. So this can be done here. Just drag that a little bit. Select it,

34:04make it a little bit smaller in here. So what else can we do? Now we have our header in here,

34:10and I think this one I like. So let me just make this a little bit smaller, maybe like that,

34:16and then maybe drag this up here. So that and you can also see, hopefully, that there are these red

34:22lines. So if you can see this, this is the red line, this red dotted line, that's something you

34:26probably also familiar from PowerPoint, which allows us to make sure that the visuals here

34:32are aligned properly, for instance, both at the same Y position, right? Of course, you can also

34:37select both of them, and then you can go to the formatting option, and then under align, of course,

34:42you could also say align top to make sure that aligned at the same Y position. But also, I think,

34:47oftentimes, it's already enough to simply drag it and then make sure that you can see the red

34:51dotted line. And it also works for me, at least. So here we got one resolution, let's make it a

34:57little bit smaller, like this one here, and also drag it higher, like that, and place it somewhere

35:01on our screen. Next to the donut chart, where I can see here my regions, and you're also sales

35:08figures as well as percentage here, I maybe also like to see the profit for products.

35:13So let me go here, let's just check that in our cylinder here in the data view,

35:18and make sure that we deselect everything first. So click somewhere on the blank screen,

35:23and then let's just say I'd like to see my products in here, click on product,

35:26and for the products, I'd like to see actually the profit numbers. But instead of having a table,

35:31I'd like to see this maybe as visual, and also let's just choose one of those bar charts. So

35:37select this one here, class and column chart, and I can see that now here are the different

35:42products I have, and these products here have different kinds of, in this case, profit.

35:46So here, let me just maybe double click on this again, just to practice this a little bit. So for

35:52instance, here, the sum of profits, I don't like this, so I click on site, and I just go back,

35:58that's not what I want. I double click here, and I just want to change the name. For instance,

36:03this is not the sum of profit, this is just my profit. Okay, I don't like to have the sum

36:07name in here. Click on profits, and then click somewhere on site, and now I have renamed my axis.

36:11And one more time, I'd like to mention this, you could also do this inside the formatting

36:15pane here, but that's also possible. Now, if you just double click on it, make sure you can see

36:20the black, sorry, the blue border around, and they can change that in here as well.

36:25Also, let me just right click on the bars here, and then say I'd like to add the data labels,

36:29right, and click this option, and now we'd also see the data labels in here.

36:33I can click on the data labels as well, and I can right click, and I can form them if I want,

36:37right click, and I can form them if I want, or choose from here. So, to make them bold,

36:42now they're bold, and so on. That's also possible directly from here.

36:46Or, if I go inside my formatting pane, I could also do it here, right. There are the values,

36:50and I can simply take the bold in here, and this would also change it in here.

36:56So, and also as a best practice, because there are so many formatting options in here,

37:01if you search for a specific format, right, you could also go to the search option here,

37:06the search pane. This often helps, at least me, to simply find the specific thing I want to form

37:12it easier. For instance, if I search here, you can see there are the labels. For instance,

37:17if I would search for the labels because I can't find them, I can simply search for, in this case,

37:21the data labels, and you can see that now I'm here. You can see the data labels. If I go inside,

37:25and here I can specify, for instance, for the values, and then I can search here,

37:29for instance, italic, and you would see that now they're italic, right. It's, for me, a quick way

37:33to find what I'm looking for by simply search for a specific item which I want to change.

37:40So, let me just remove this for now, and then actually this one here, and we can see all the

37:45options here again. So, this one could be a second visualization, and let me just click

37:50somewhere outside, so I have a normal, and also make this a little bit smaller, and I have my

37:54next visualization type. So, like this, and this one here, and I want to make sure that these are

38:00maybe aligned properly. It's the same size, okay, like that. This one is now the same as this one,

38:05and then I can continue, for instance. Here, for instance, I have my table in here. Well, okay,

38:11I can make it a little bit bigger regarding the columns. I just need to hover, in this case,

38:16here over the header, and then I can just drag it, and you can see that here I can change the size

38:21of the specific columns if I want to do that, and also like that. Let me just also make the

38:27countries bigger. What I could also do in here, here's my table, currently it's aligned correctly,

38:32this is true, but for the table itself, I could also say, if I just select here the options,

38:39for the sum of sales, for instance, if you say you do not want to have the aggregation, like sum of

38:44sales in here, what you could do instead is simply double click here, and then you can rename the

38:49field. So, just instead of writing sum of sales here, I could write, for instance, these are my

38:55total sales, like that. Press enter, and now you can see that the header is now changed to total sales.

39:01It's still the sales field from our data, if I go to my cylinder one more time, it's still sales

39:06in here, right, which we're going to use, but we just renamed it here for this specific visualization,

39:13not for all the others, only for this one. If you want to name it differently, so instead of sales

39:19here, we would like to have total sales, this is something we need to change in the Power Query

39:23Editor when we import the data, and we will dive deeper in the Power Query Editor later on,

39:28but for now, if you want to just change it quickly, then the quick and dirty way to do

39:33it is simply double click here and change the name, right. And also, if I go to the formatting option

39:39here, then here for the column headers, this is done, can also make, for instance, I can center

39:45them, right, and now they are centered, or I can also right align them, right aligned, and so on,

39:50depending on how I want to style it, also make it bold, and then they're also bold.

39:56And because I increased the size here for the labels, I might also want to increase the size

39:59here on the font size here for the headers, I can also do that. So, this could be also now a

40:05visualization which I want to use. So, besides this, I could, of course, also create additional

40:12visualizations, or I could use this card, this map. In this case, I want to get rid of the map,

40:16so I'll simply delete it for now, and I would like to have maybe a different visualization

40:21type in here. So, let me go back here again and choose here, what else do we have, we have a table

40:27and so on. What could be interesting for us is also the slicer, right, because maybe we want to

40:33give the report, the end report consumer, the option to slice and dice the data. So, maybe he

40:39or she is interested in, for instance, currently we can see here the profit for all the products,

40:43but maybe you would like to see the profit only for a specific region, right, that could be the

40:48case. And we can do this by two ways, the second one I'm going to show you in a minute, but for now,

40:54let's actually explore slicers. And slicers are also available in Excel, so maybe you're already

40:59familiar with them, but if not, let's create one. So, let's go back inside, in this case,

41:05under home, we can do directly from here, make sure that you do not have selected anything,

41:09click somewhere on the blank screen, and then go in here, and there is an option to add a slicer.

41:14So, click on slicer in here, and now we need to add a field to the slicer. So, what kind of data

41:20do we want to use in order to slice our data? And I could say, I want to use the region.

41:26So, I click on region, click on it, select it, and now we have a slicer in here for the region,

41:32like East, North, South, and West. So, if I would select South, let me just click it,

41:37and you'll see that now all the data is now changed here, and I can only see now,

41:42here in this case, the profit for the region South, where for PlayStation, obviously,

41:46it's currently negative. If I click on North, I would see the data for North, East for East,

41:52and so on. So, by the way, if either you deselect this by clicking again on it,

41:58or you deselect it by clicking on this little icon here, clear selections,

42:01you also would see the data again. Beside this, there's also an option to, of course,

42:09customize the slicer a little bit. Maybe you do not like it the way it looks currently.

42:13You can click on this one here. You can change the slicer header. Currently, it's here region.

42:18You can untick it, and it would not be visible, or you go to more options. Currently, this is

42:23the only option I can change here. Again, in the future, there might be more options, but for now,

42:27I need to click on more options, and I would see here my formatting pane appearing.

42:31By the way, it's closed, and I click on more options, and it automatically appears in here.

42:37So, for the slicer settings, let's go there. There's an option, instead of using the vertical

42:42list, to switch this to, in this case, here, a dropdown or tile. So, let me just click on tile,

42:50and now you have a tile, right? It looks a little different. Let me just make it smaller,

42:54like that, and now I have here all my regions, like this, a slicer. You can still click on

42:59something, like north, and you see that the filter gets applied, the data gets changed,

43:04but this would be another way to display the slicer. In this case, I personally like this,

43:09the way it looks like that, and I can place it maybe somewhere in my report, maybe up here,

43:14and then I can use it for slicing the data. So, click on north, I can see north, and so on,

43:19and if I would like to select more than just one item, just in case you're wondering,

43:23just click on one item, and then hold control key, and click on another item, and you see that

43:27now both of them are selected. That's also possible, of course, to select several items,

43:31like that. Let's just remove this for now, but this would be one of the options we have,

43:38and then you can play around. What else do you want to add to this slicer? Just, again,

43:43click on it, and then take a look at all the options we have. For instance, here, for the

43:47columns here, we can make it a multi-select. Currently, it's multi-select with the holding

43:53the control key. If you untick this option, by the way, then it would be, if I click on east,

43:58I'd see east. If I click on north, you see I do not need to hold control key in order to select

44:03several items. If this is something you or your end user of the report prefers, instead of clicking

44:09to a control click, only click with one with the left mouse button, then this can be customized,

44:14right, as you've seen. So, all these things are available. Really, I encourage you, try this out,

44:22play around with it, and then just use the setting which is best for your specific use case.

44:29So, you can also play around with the padding here, with the color. The default color is here

44:34blue. You can make this green, and so on, and it's up to you, right. So, select the visual,

44:40and then specify here the certain kinds of, in this case, well, formatting options for this visual.

44:45Let me just maybe untick the region, the title. So, let me just click on it again,

44:50like that, and tick the title here, tile. I think I like this. Again, you can use drop down if you

44:56want or not, and also for the options in here. You can also make it single select, that only

45:01one item is selected at the same time, and you can also add show select all, right, then you

45:06would have this all option. For instance, if someone clicks on north, now you can see,

45:11if you click on select all, then everything is selected again. So, again, it's really up to you

45:15how you want to style this, but this is just, I just want to give you here, well, a preview of

45:21what you could do, for instance, in your own reports later on. So, maybe one last visual

45:26here at the bottom. Let's just choose something and maybe just use KPI cards, right. Why not?

45:32So, to do that, you could easily, which we already have seen, use a single KPI card,

45:38so which are available in here, this one, but there are also multi row cards. So, let me just

45:44maybe select this one for now, just to show you a different visual, click on it, and now we can

45:48add here certain kinds of fields. So, click on add data, and then say, we'd like to see the sales,

45:55and at the same time, we would like to see the profit. So, click on add data and also add the

45:59profit, like that, for instance, right. So, we can see here the sum of the profits, as well as the

46:04sum of the sales in here, and also maybe add another add data here, click on it, and now we

46:12add the price. So, now we have three KPIs, which are here in our multi KPI card, and I think it

46:20makes sense to maybe place this maybe top, rather here, right there, just an example, and here we

46:26have our table. And for the table, you can also sort this, that's not what I want for now, but not

46:32my focus. Let me just drag this higher, and click on it again, click on country, let's go here,

46:40and there's sort by, there's an option, let's sort by country, ah, that's fine for now. Sort it

46:44alphabetically. And maybe, maybe we would like to make the table a little bigger, so we add additional

46:49data. So, let me go to the data option here, and then just choose for the table, uh, next to what

46:55we already have. In here, country and all sales, let's say next to the country, we also like to add

47:01additional data. Let me click on this data option here, add data, and then say, we also like to see

47:07here, let's see the product, click on product here, so we can see the table's a little bigger,

47:11let me drag the product up. So, if you want to change the order of the columns, simply select

47:16it, drag it up, under country, so I can show you this as well, and now we have here, in this case,

47:21the country first, then the product, then the sales, and then the profit. So, like that. This is

47:27our sales table, which we have here, which we want to visualize here. For our KPIs, we can see them

47:35in here, this is the sum of sales, the sum of profit, and the sum of price, and maybe a few of

47:40you already notice that the sum of the price, that actually does not make any sense, because normally

47:45you do not sum up the price, right? You sum up the profit, you sum up the sales, but for the price,

47:50they might be more interested, for instance, the average price a customer has paid us.

47:55So, for that, we can easily change this by clicking on the option here, and say, for the

48:01aggregation type, click on this little arrow here, data options, and say, instead of the sum of the

48:07price, the aggregation type here should be the average. And by the way, we can also change these

48:13options here for the other ones by clicking on this little arrow here, but for now, the sum of

48:17sales and sum of profit is fine, but the sum of price is not fine. That's something I'd like to

48:21change. So, that's why I go in here and change it to average, and now we can see that's the average

48:27price which the customer has paid us, which makes more sense, in my view, here for this specific API.

48:34Next, we have the formatting option, of course. Again, the category labels, I like to have them.

48:39More is not available, at least for me, so I need to click on more options, and I can see here

48:43I'm affording, and I can, here, customize this further. So, callout values here, let's just make

48:48them bold. You can see that now they are bold. I can also increase the size a little bit if I want

48:52to do that, and so on, right? So, all the formatting options are available for us.

48:57Okay, so that's it for creating our reports. For now, I say that's fine for me. Of course,

49:03I highly encourage you to keep going and create visualizations and specify,

49:09format it the way you want it, and try out the different things you have.

49:13But before you do this, and before we end this video, there's one additional thing I'd like to

49:18show you. So far, we have seen that we can use the slicer, right, to slice and dice our data.

49:25So, if I click on east, I would see the data for east, and so on, right? That works for us.

49:30However, next to the slicers, Power BI is fully interactive. That means that if I select another

49:38visual, for instance, here, for the donut for sales here, if I click on the region west here,

49:44this little part of the donut chart, if I click on it, you'll see that now the data also gets

49:49filtered for the other visuals. So, that's what I mean when I say Power BI is fully interactive.

49:55I could click on this one as well, and then the data changes here for the southern region.

50:01Or if I click on it again to uncheck this filter option, I can click here on PlayStation. So,

50:06click on PlayStation, and you see that now I only see the data for PlayStation, right?

50:11And this is true for all the visualizations in here, right? If I click on PC, I would see here

50:16the filter options for PC. If I uncheck this option, now I can see everything. And there's

50:24much more to tell about this interaction, and also that we can specify how the visuals should

50:29interact with each other, but that's something we're going to cover later on because, again,

50:33this video is quite long, but here now we have created our first report in Power BI,

50:39and that's why I'd like to say congratulations. So, for following along, for creating your first

50:44Power BI report, and hopefully you enjoyed it, and hopefully you can play around a little bit longer,

50:49and when you're finished with that, I'd like to see you in the next video when we continue.

50:54So, thanks a lot for watching, and I'll see you there.

51:01Hey friends, hope you're well. In this video, I'd like to give you the update which Microsoft

51:06released in the new July 2023 version regarding the on object feature. Now, the on object feature

51:12means that we can select any kind of visual, like this one for instance, and then based on our

51:17selection, we can directly click on these icons here to either choose the data we want here,

51:22as well as, as you can see here, what kind of visual we want. Currently, it's this donut chart,

51:27but I can switch it here if I want, and we can also go up here and do our formatting.

51:32Now, if you worked with Power BI in 2022, for instance, so in earlier versions, then you were

51:39actually more familiar with these options here, actually pinned up there on the upper right.

51:45Now, if you want to switch this back, you can easily do this using the paint switcher, which

51:50means that you can click on this little icon here, and you can say move to paint switcher,

51:54and if you do that, then you see that now you have the box here with all the visuals up there

52:00on the right side again, and then you can use it here. So, it depends on what you prefer,

52:05and you can easily switch it back by simply clicking this icon again here, and then say,

52:09want to move to visual, and then it's back on the visual itself. So, it's really up to you

52:13what kind of option you want to use. This is now available for you. Besides doing it here,

52:19you could also go under the view tab, and there's also this option paint switcher,

52:23and you can go there, and then you can say, I want to move here to paint switcher,

52:28and then you can switch it here, or you can, of course, go back there again,

52:31and you can untick this option, and then it's back on the visual.

52:35If you're just wondering what this actually means, this always show paint switcher,

52:39this just means if you take a look at the little bar here beside the data view,

52:43if I untick this here, you see that this is gone. That is the only thing which this does,

52:48and the second thing which is new is that besides clicking on these icons here to add them here to

52:55the paint, like for instance, if I click on format, you will see here there's also the format

52:59option here. If I click on bookmarks, I would find the bookmarks and so on. So, this is an option,

53:03and new in the July 2023 release, you can also click on the plus symbol here. So,

53:08customize paint switcher, if you click here, then you can simply check here the boxes,

53:12what you want to see and what not. So, if I go to selection, you will see that this also appears in

53:17here. So, it's up to you how you want to do it, but this plus symbol now is also available for

53:21you. I just wanted to mention this because in the videos when I recorded that, that was not

53:25available. And just to have you have the full experience here, know where you can find everything,

53:30I want to give this video here to you. So, hopefully, that was helpful. And now,

53:35please continue following the course. Let's do that.

53:41Hey, friends, welcome back. Now, I really hope you had a little bit more time to dive deeper into

53:47building your first report and try out different visualization types,

53:50formatting options, and so on. Now, if you're done with this, just make sure that you click

53:54the save disk here again. And also, if you close the report without saving, then Power BI would

53:59just create a pop-up window and ask you whether we want to save the data. And for now, I'd like

54:04to do this. Let me just click on the save option here and then close it because now we would like

54:09to dive deeper into a more advanced data set. Because remember, so far, what we did was just

54:16importing one simple Excel file, which was this small table, and create our report. But now,

54:22of course, we would like to know and learn how we can use a more advanced data set where we need to

54:28combine tables together, create relationships, and so on. And in this video here, I just would

54:33like to show you what kind of data we deal with the next couple of videos. So, let me just open

54:38this one. And that is the Excel file called PBI, so Power BI Training 1. And you should also find

54:45it in the resource section to follow along with me. So, what you could see here is in this Excel

54:51file, we have three tabs. So, we have a sales tab for 2023, and I mean three sales tabs. We have a

54:58sales tab for 2022 sales and for 2021 sales. What I'd like to highlight here is the structure of

55:07the table is exactly the same, right? So, we have the same column names, which is important for our

55:12setup. But we have the sales data in three different tables, right, for each of the years

55:18separately. And of course, what we want to accomplish in Power BI is getting this into one

55:24big table, which we can then analyze, slice and dice, and figure out, for instance, different

55:29kinds of sales numbers across various products, for instance. But to do this, we need to combine

55:35these three tables. Also, we can see that for the product, for instance, we have a product ID

55:42in this table. And for the location, for instance, we have a location ID. Or for the sales people,

55:49we have a sales paper ID, we have a customer ID, we have an order ID, right? So, all these are ID

55:54numbers, but they don't give us much information. Because so far, okay, I can see this is product

56:00PID 2029. But what kind of product is it, right? From this table, we can't see it. And also for

56:07the other sales tables. Now, this is a common structure, which you will find when we're talking

56:12about fact and dimension tables in, well, in data models normally, right, and also in databases.

56:19So, we have a kind of key here. That is actually the right word for it. We have a key.

56:24And we can look up this key in different tables. So, for instance, to figure out what about this

56:30transaction here, right? We have a quantity of two, a price of 1522. So, a total sales of two

56:36times this value here. This was generated by this product in this location by this sales person

56:44to this customer. And we can look this up because we have a product table here as well, products.

56:50And here we have the product name, right? These are the product names. And we have additional

56:55information. Like for instance, what is the cost of the product? What was the original sale price?

56:59What is the discount? What's the current price? What are the taxes? All the information for the

57:04product are listed here. And we can get this information for the product as well as the name

57:10and add it to the sales table by creating our relationships. And when I say adding those

57:16values, I do not mean adding additional columns here directly, but combining the tables with

57:22relationships so that the Power BI model knows, for instance, for the product ID to look the data

57:28up in the products table in this one. And the same is true for locations. Here we have the locations

57:34which we're going to deal with. They also have the location ID. This is the common field we have

57:39to our sales table where we all have a location ID. And that's how we can combine those tables

57:44with relationships to make sure that we can look up exactly the right information for each of the

57:49transactions. And hopefully it's clear how that works because for customers, for instance, and

57:55also for salespeople, that's exactly the same. We have the ID and this is our lookup table, more or

58:01less, where we can then search. Okay. Based on the salesperson ID, which we find in sales transactions,

58:06we know now, for instance, that Kevin was the guy who sold the product to our customers.

58:13And that's it actually for exploring this data set. So hopefully it is clear what the data looks

58:18like. And of course, feel free to open it and have a look at it yourself. But in the next couple of

58:23videos, we're going to dive deeper into importing the data in Power BI, transform it, slice and dice it

58:29the way we need it in the query editor. So we basically prepare the data and then we can use

58:34it in order to create our report. So hopefully you're excited as I am and I can't wait to see you

58:40in the next video. Until then, best guys.

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