Microsoft Power BI - Custom Visualizations | Ellen Imamura | Skillshare

Microsoft Power BI - Custom Visualizations

Ellen Imamura, Data Enthusiast

Microsoft Power BI - Custom Visualizations

Ellen Imamura, Data Enthusiast

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9 Lessons (43m)
    • 1. Introduction

      1:02
    • 2. Before We Begin

      0:56
    • 3. Custom Order - Fast & Easy but Static

      7:09
    • 4. Custom Order - Dynamic

      5:31
    • 5. Highlight Stacked Column

      4:58
    • 6. Total Line on Line Chart

      7:09
    • 7. Clustered & Stacked - Static

      8:06
    • 8. Clustered & Stacked - Dynamic

      5:44
    • 9. Thanks & Good Luck!

      2:18
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About This Class

In this class, you'll learn to create visuals that go beyond the default Power BI settings. Have you felt frustrated that there are charts you can easily create in Excel, but not in Power BI? Fear not, there are many work arounds!

Specifically, this class will cover:

  • Customizing the order of bars or content in a chart
  • Highlighting specific bars or sections of a stacked column chart
  • Adding a total line to a line chart
  • A way to simulate a combination of stacked and clustered column chart

For most cases, we'll cover both the quick and dirty method, and  the comprehensive and sustainable method. There's a time and a place for both.

If you're looking to find a solution for a specific problem, click through the lessons to find your relevant video. If you just want to up your PBI skills, watch from the beginning and try it on your own desktop.

This may also serve as a good introduction to using DAX and Power Query Editor, although it may require a few watches if you have never used them before.

If you're complete beginner to Power BI, check out some of the other great tutorials on Skillshare!

Meet Your Teacher

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Ellen Imamura

Data Enthusiast

Teacher

Hello, I'm Ellen.

I'm a data enthusiast who's worked in consulting and two of the big 4 companies. 

Whenever I tried to learn a new tool for data processing or visualization, Google and online tutorials have always been my best teacher. There is still a lot of areas that are not covered in video tutorials, and I am hoping share my experience to add to the digital repertoire of knowledge. I hope we can be a community that helps each other out for future projects!

See full profile

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Transcripts

1. Introduction: So you've learned the basics of Power BI, you know how to load the data, create some default visuals. But perhaps you're finding yourself a little frustrated because you can't create those customized visuals that you were able to in Excel. Unfortunately, Power BI is less flexible in some of the visualizations. But there are many workarounds to create the custom charts that you want. In this class, I'll be covering a few different customizations. First will be the custom order of bar charts. Here to the left, you'll notice that these bars are not in descending order, nor are they in alphabetical order, but in a customer order. Next, I'll be covering how to highlight a bar and a stacked column chart. How to add some wine to your line chart with a breakdown. And finally, I'll be covering how to create a stacked and clustered column chart. I worked in consulting and I've had the need to create these specific visuals. Hopefully this will help you on your journey to becoming a Power BI master. 2. Before We Begin: Before we get started, I want to let you know that you'll be able to follow along my examples using the exact same dataset. And you don't even have to go grab any data from online sources. All you have to do is open up your Power BI desktop and open up their sample dataset. Once your financial sample loads, all you have to do is click on the financials load. You don't have to transform the data in this case because the defaults are all correct. And there you have it. Now you have the same dataset that I'll be using. But of course, if you have your own dataset that you're trying to use, you're going to follow along using that as well. One more thing to note is that there are always different ways of doing these customizations. And I'd be happy to hear about your methods and different ways of improving these customizations. So leave comments and tips below for other viewers, if you have a better method and feel free to leave questions as I'll be happy to answer them. Best of luck. 3. Custom Order - Fast & Easy but Static: We're going to start off by talking about how to have a custom order on your graphs on Power BI. Specifically, if you have a text-based axes on one of your graphs, you can use this method to ensure that you have a custom order. Here, for example, I already created a graph or two using the same custom order. You'll notice that for this graph, which is sales by country, it's actually not in descending value by values. You'll notice Canada has a slump smaller amount than us. And over here, it's also not by descending value, nor is it alphabetical. They're both using the same customer order, which is useful if you have instances where you want to have a couple of graphs beside each other in the same order so that they're more comparable. Or perhaps you just want to have a specific order to highlight specific things on the left. Because perhaps you're from Canada like me and you want to keep that on the left and the rest to the right. So there's going to be a couple of different methods to do this. One would be a static method where you already know what the values that are in the axes are and what the order should be. And another method where you will be calculating it and have it more dynamic so you don't have to input a static table with the order. But now we're going to start off by the static version so we can learn how to do this. I'm opening up a blank sheet and we'll walk step-by-step on how to create this. So first I'm going to create a stacked column chart as we had. And since we're going to recreate it, I'm going to put in the sales value in the values. And just started off, I'm going to have the country and the axes. Here we go. And I'm going to also change the format. Alright, so now you can see that if we go by default, we have US first, then followed by Canada and the rest. So I want to have Canada before us. How would I do that? The best thing to do is to enter your data. And note here that I'm going to be entering data about these countries. And while I could type it in, I prefer to make sure I have no typos. So I'm going to add a matrix here. Put in my country information. And since I want to keep it in the same order as the values for the rest. I just want to flip Canada. I'm going to put in the sales value as well, just so that I have an idea of what the actual order it would be. So I'm going to click on this. And now you have the normal order. And I'm going to export this into an Excel. This is a step that is not required, but it might be helpful if you don't want to type out the names of the countries or maybe you have more than just five. Okay, so now that I've saved that data file, I am going to open that up. So here what we're gonna do is add a new column called order. And since we already have it in order, I can just put in tight ran 12345. If you didn't have it in order, you can also use a rank equation and have that order. So of course, the key is that I don't want Canada to come before us. I'm going to put Canada and US. I'm going to also remove the sales information. You can do this later, but I just like to do it now and I'm going to copy this. And I'm going to go back to my Power BI. Enter data up here in the Home tab, and click into it and copy paste. And there you go. You have your table with the order of the countries. So if you did an export the information into your Excel, you could have just typed in this information, but you wanna make sure that this information has the exact same country names. Great, so I'm going to name their stable country order. Now I will say although I was emphasizing how important it is to have the same 100 names, you can also add a new column with abbreviations are different names if that is preferred as maybe I don't want to say United States of America, I'd rather say USA. And then the rest maybe I just want to keep it the same. So I'll just copy paste that. Here we go. And I'll say this is country. Great. So I'm going to look at here we go. And if I go into my data tab, and you'll notice this is the table that we just created. Now what's most important here is you click into the column of the country that you want to use. And under column Tools go to sort by column and click on Order. What this is gonna do is next time you click on Sort by country is not going to sort it alphabetically is going to sort by the order of this column. And I'm gonna do that also for country abbreviated because I want to use USA instead of us. And again, I just have to make sure I'm sorting by order. Great. Next step is to ensure that there's a relationship between these tables. So you'll notice that automatically Power BI has recognized that the country names here are the same as the country names here and created a relationship where the arrows pointing towards financials, this is exactly what we want, but sometimes maybe a Power BI didn't recognize it and you want to do this manually. I'm going to delete this relationship and show you how you would do that. And delete this. And go to Manage Relationships new. And start off by clicking on your main dataset. It's important that you choose the right order. And next, if he had several tables, you would have to select country order, ensure that the country columns I selected. And then you have a many to one single direction. Make this relationship activists also important. If you have this in both, that would also work and work well, but it would also slow down your model a little bit depending on how large your model is. So I would suggest just keeping it single. Ok. Now if you had chosen a different order, so if you had clicked on country order, then financials, you would notice that the arrow points the other way and that's not what you want. So this way, we can go back to our dashboard. And here select this column chart. And instead of the axes being the country axes in this financials table, I'm going to go to Country order. Click on country abbreviated, bring that into the axes. And here we go. We have an order using the custom order that we chose. And that's because right now it's being sorted by country abbreviated, which is using the order. And that's it for custom orders. For a static order where you already know what the axes contains, n0, know what order you want. 4. Custom Order - Dynamic: What if you want to have a custom order, but it'll want to type in and hardcode the order and the countries. Perhaps you're planning on refreshing your dataset and you don't know if there's going to be additional countries. And also you want to have your order based on a calculation of the sales so that you don't have it hard coded. Depending on your requirements, the steps and the equations used will be different. But for today, we'll go through an example where we want to keep Canada to the left. The rest will be in descending order by a sales value. And we're going to grab all of the country names dynamically. So first, I am going to click into transform data to open up this editor. You can see that we have our data here, and I'm going to right-click this and grab the reference. And we note, and this is going to be where we transform this information to get the order that we want. So I'm going to rename this country order dynamic. And since I want to order it other than Canada by sales data, I am going to go to Transform group by group by country. The sum of sales. Now here I'm going to say sum of sales. Again, if you have different requirements, you might have different ways of grouping. Perhaps you have to filter, but for now this will work. And so now we have this information and we could just rank it, but then we would just have a normal rake in the descending order of some values. And I want to make sure that Canada comes first. I'm going to add a column, a conditional column. Let's name this modified sales. If country is Canada, then I want to enter a value. I'm going to put in a number that's so large that it's most definitely going to be larger than any sales information, even when we update the data underlying this. If you don't want to do that, you can actually go into Advanced Editor and have a calculation where you would probably grab the largest, largest data and add wine or multiply by two. That is doable if you're familiar with advanced editor. However, sometimes you don't want to add in more work than necessary if there's a way to do it more easily. So if it's not Canada, I wanted to take the normal some sales and have that information. Okay. Great. And make sure to modify this into a number. So I'm going to use decimal number. Great. And you could do the ranking information here, but I prefer to use the backs because it's a little bit easier. So I'm going to close and apply. Here we go. I'm going to click into the table tab. Click into country order dynamic, add a new column. And the same as the static version, I'm going to say border equals brink of modified sales and ascending order. And here we have Canada first followed by US, France, Germany, Mexico. And remember, you have to click into the country column, change the sort by column to order. All right, Let's double-check that there was a relationship created. And here you can see that sometimes PowerBI doesn't create the correct relationship automatically that you want. It's generally better practice to simply have the relationship go directly to where you need it to go. So I'm going to delete this relationship and manage relationships. Add financials to country order, dynamic country, country many to one, the single active greet. And now I'm going to close it and the arrow should be pointing towards financials. Okay? And I'm gonna go back here. I'm going to change this axis to this one country. And this is a problem, the country order dynamic table. And now we modified so that if I do change the data underlying this information will always have canada first followed by the order of sales. And even if, let's say I added new chart and I don't want to use sales. Maybe I wanna do cost of goods sold. I can go back to the order here and country. And it's going to be in the same order as above. Perhaps there's a better option where you can see clear distinct difference. Profit. Yes. So here you can see, yep, it's not in order up any values, and it's still working. And that's how you create a dynamic custom order. 5. Highlight Stacked Column: Next we're going to talk about how to highlight a specific column in a stacked column chart while changing colors. And a normal chart such as these with bar graphs is possible in Power BI for stacked columns, the only function that you have is to change a specific item color in the legend. So for this chart, which is sales by country and by product, normally you would only be able to change these specific colors and not change it for each bar. What you're going to have to do to get around this issue is to have a separate item label for the column that you want to highlight. So let's get into the step-by-step. I'm going to open up a new blank canvas to go through it. So again, let's open up a stacked column chart just to get us started. Here, I'm going to set it up. So we have an axis of countries and we have sales in the values and product. And the legend. Here we go. So we're going to add in labels for candidate products. Keep them separate. So I'm gonna go to my table tab, go to my data. And now I'm going to add a new column and have a DAX function. Okay? And I'm going to rename this as product highlight. And this is going to be a conditional statement. So I'm gonna say if the country is Canada, then I'm going to keep the product name as is. And I would suggest that you also do the one that you want to highlight is the original name, ones that you don't want to highlight and will be your other. So for the others you're gonna say XX concat with the product name. And again, if you're not using part of names, it'll be whatever legend item that you're trying to highlight. The reason we're going to add access is because we want all of these names to come after the highlighted items. So I'm just going to click Enter and that should do the trick. All right. And just ensure that your data type is correct as text. And let's go back to your dataset. Okay, and now instead of using legend product, I'm going to take product highlight. Here we go. So now we have different colors for Canada and the rest, as you can see, is not the most beautiful coloring. I would suggest that if they are related to use a different shade of color that is matching. So for example, I'm going to click into here data colors. And since the first product colors are using the theme colors, all I have to do is choose a different shade of this theme color. If you want to go lighter, you can go later. If you want to go darker, you can go dark. I'm going to go darker. I'm going to choose this row for all of them. So let me just do that. Okay, so now I like the way it looks. So with the colors, you can obviously tell that these are the same products, but this is a little bit later. Next, you'll notice that the product names is showing on the legend for all the x-axis as well. There's a couple different ways you can go get past this issue. While it is quite simply to reduce the size so that that part gets covered up. However, that's not always a possibility since you're shortsighted, sometimes restricted to a certain size. In that case, you might have to go and do an insert shape. And as you might guess, yes, we're going to use a shape or the background color or the fill color, sorry, is the same as the background color. And we're going to cover that up and of course make sure the outline is not there. Now this is a little bit unfortunate since that does mean that every time you change the size of the chart, you're going to have to change this as well. One more thing to note, as you noticed, this can be quite a bit more customized if you needed to buy customizing your equation in the dark so you can highlight different parts. And also since these items are different colors of these, if there's a specific item that you really want to highlight, Let's say I'm a Rayleigh in Canada, then you're able to do so as well. All you have to do is go to colors. And maybe I just wanna do a bright red for this one, which will make it a very prominent as you can see. And that's all you need to know about hiring a specific column in a stacked column chart. 6. Total Line on Line Chart: Now we're going to talk about how to add a some line to your line graph with a legend. So here you're going to see that I have a breakdown of the sum of sales by the segment. So I have a segment AB government small business enterprise market, channel partners. And I also added the sum here. Now normally on Power BI, the default is that if you have a legend, you're unable to add a second value. So normally you wouldn't be able to add this outline. And for good reason, you should really consider whether this is a required part of your graph, because sometimes it doesn't make sense to add that some line. But in our case, let's assume that you are sure that you want to have this online. We're going to talk about two different ways to get to this visual. When would be a very quick and easy way to get here. But you have to be certain that there is no user that it's going to be clicking into the graph. If you're only going to be taking a screenshot or having a PDF descend the visual is method will work well. However, if you do have a user who's going to be clicking in, then we're going to have to do a little bit of work to structure your data in a way that you can enter all this information. Basically, what you'll have to do is separate out all of the segments into separate columns are separate values so that you can add all of these values without having a legend. And there is a way to do this more quickly and a way to do this more comprehensively. So let's get started. I have a blank canvas here and I just want to show you a step-by-step. So I'm going to add a line chart just to show you how the default would look like. The accesses data, the value of sales. And the legend is segment. Here we go. I'm going to open this up and drill it down. So as you can see here, normally if I have a legend, I'm unable to add a second value. So let's say all you need is a screenshot or a PDF. And you're sure that there's no user who's going to be clicking into this. A very simple, cheap way to do this would be to simply copy and paste this graph. Ensure that your background is transparent. You have to go to Background and off. And then instead of having a legend, you're just gonna get rid of that. And now you're going to make sure your y-axis is not an auto, but on a specific amount. So here since we're at 30 million, I'm going to put in 30. And I'm gonna do the same for the original graph. And here we go. Also going to remove the title. Stack that on right here. And just like that, now you have a graph. Additionally, you'll notice that these grid lines are on top of the headlines behind. So you'll be able to change that as well simply by removing the grid lines. You can also make it so that the sum value is behind the breakdown so that if someone does click into it, they can still click into the breakdown, but they won't be able to click into the sum values. So this is one option for you. However, you'll probably find that this is not an enticing solution. So how would you get it so that you can actually have a graph that's dynamic and even click Undo. Again, we're going to have to create separate values. So let's go into the table tab and we'll go into our table financials. And you have two options. If you only have a couple breakdowns, All you have to do is do a new column for each new breakdown and have a conditional statement of for it. So let's say I want to do segment. Is government. In that case, I'll do government sales. And I would do if segment is government, then take sales. Otherwise, use era. And he would have to do that for each of your segment. Again, if you only have something binary, in that case, you can use this system. All you have to do is add each of these columns as the value in the chart. But let's say you have many segments and you don't want to create so many custom DAX formulas. Nutcase going to your Home tab, click on the transform data to open up your Advanced Editor. Now again to your financials table, your dataset, and create a reference table. Here I'm going to rename this as the segment sales. And now you're going to choose only the columns that are important for you. So I'm going to click into home, choose columns. And I'm going to choose date, segment, and sales. This entire table will be used only for that one graph. So now that we have this, we're going to click into your segment and then go to Transform, click Pivot call. Make sure your values or sales. You can click into advanced and make sure it's some. Ok. Now you can see that for each segment, we have the total sum of sales by date. Now there's one more step before you close, or just to make sure you add one more column for the total. So I'm gonna go ahead and do an add column. And I'm going to do a custom column. I'll say some cells. And now I'm going to start clicking and adding. Okay? And again, make sure this is also a number. And now I can close. I'm going to go back to my table here and replace all of this information with the information in our new table. What's good about having separate values for each of the different segments is that you can change the order of them as you'd like, and the order will change in the legend here. And this wouldn't be normally customizable if it was in your legend only. But this way is. Here we go. And now we have a chart where you can see both the total and the breakdown. All right, and for adding a total line. 7. Clustered & Stacked - Static: Now we'll be talking about how to create a stacked and clustered column. Before we get started, I would like to ask you whether you think this is really something that is necessary. Often, this sort of chart has too much information to be easily digestible and it might be preferable to keep them as separate charts. You can have two to three charts using the same information beside each other. Instead of having a stacked column chart that is all in one. However, since you are looking into this video, I'll assume that you have already decided that this is what you want and you just want to figure out how to get through it. So let's do it. First of all, notice that normally when you open up the visualizations for Power BI, your only options for these column charts is the stacked column and the clustered column. In order to bypass this, what we're going to be doing is creating a stacked column chart with blanks in the middle here you can see that I have a blank in between each one and covering up those blanks afterwards so that we can have the visual that we are desiring. So let's get started. I'm going to start off with a blank canvas. And first I'm going to recreate that chart as close as possible using the default settings. So I'm going to enter a stacked column and enter the information that we need. So I have sales in the value. I have it by product and by country. So I'm gonna do both. And I have the years in the legend. I'm going to drill this down and also filter this graph so that the country is only for Canada and US. Just to simplify this visual. Great, So this is the default chart by Power BI. And you'll notice that we do have the information we want, which is the years stacked and the product and country. However, it's quite hard to digest because there's no space in between the products and that's what we're going to be entering. Now, the method we're going to be using is actually very similar to our ordering method, the customer ordering. So what we're going to be doing is ordering our information. However, we're also going to be adding blank lines in between. One thing to note is that you want to ensure that you are going to be using this method for the top field product rather than country. If you do ever country, it's going to look a little bit different. Again, similar to the custom ordering method, there are two ways to do this. One is a more simple and quick way, which is to simply enter data manually so that this information can get picked up. And the other method would be to have it all more dynamic and calculated. This is much more time-consuming and it takes some effort to set up. But the benefits of having it all dynamic is that if you do update your base data. And let's say the product names changed in the future or maybe there's more products in the future. In that case, that can all be dynamically picked up in your calculations. We'll go through both methods, but for now let's start off with the simpler manual method. So first, I'm going to create a matrix and put in our product information. Because I wanna make sure that I don't have any typos when I type in this information. And I'm also gonna put in my sales data so I know what the order I want. And I'm going to export this. Okay, Now that I have this information, recall that we want to now add some blanks in between. But instead of adding just a blank, we actually wanted label them with something because if we just have blank cells Power BI is not going to be able to recognize them. So let's use the original product name and just add a slight differentiator, perhaps. I'll say blank, but this doesn't have to be the word you use. You can just say x or anything really, and ensure that you cover for all the products. Now you can enter in your order manually, but if you wanna do it by a formula and simply rank them, I would suggest also entering in the sales information so that blink sales is in-between the actual sales and that way the order will pick it up so that those are actual blank, actual blank, actual blink. So let's do that. I'm going to just take this. And to keep it simple, I'm just gonna take that and minus1, you can do minus 0.001 or even take the average between the two numbers. But once that's over, I'll take an order. And by descending. Great. And now you can see that if I take the order, it'll show up as a real product followed by a plank product, rail product followed by a blank product. Okay. Now that I'm happy with that, I'm going to copy this and enter this manually. Enter our Power BI. Enter data. They actually don't need the sales data anymore since we have the order. And I'm going to rename this product and blinks. Now that the table has loaded, let's go check on it. And ensure that when you click into this column and you're going to change the order. Column tools sort by column two the order. That way when you sort, you're going to ensure that you have the real product followed by the blind product. There's one more thing to check, which is the relationship. Ensuring that there's an arrow pointing towards your actual data. If not, you'll enter the relationship manually, which we covered earlier. Okay, now we can come back here and replace this product that you used originally With the new product with the order that we want. I'm going to filter down. All right. And that first you'll notice that there's no change. The blanks don't seem to be showing up. That's because there's no value associated with it. And Power BI, by default removes any, any label without a value. But since we do want it, We all you have to click on this little carrot on product and show items with no data rate. And now we have these blanks in between. And you'll have to change some of the visuals to your liking. So usually we want to remove the space between these two. All you have to do is go to your x-axis. Teacher enter padding to 0. Here we go. We also don't need this final blank since it's actually just at the end. So I'll have to do is filter that out. This one. And then finally, these blanks. Unfortunately, there's no easy way to get rid of them. So our best approach will be to cover them up with squares. Let me know if you know of a better way to go about this. I'm sure there is something, but I do find that this is a pretty straightforward method. And there doesn't seem to be a real issue, so we'll just cover them up. Great. Now we have a clustered and Stacked Column Graph. You can click into them and it will affect the entire chart. 8. Clustered & Stacked - Dynamic: Now let's talk about how to create this table dynamically so that you don't have to enter in your information as a static table in case your product names changed in the future, Are there additional products? So to get us started, I'm first going to delete the table we are used for our manual entry to give us a clean slate. Unfortunately, this is going to be a slightly longer process that's going to require two separate tables, one for the actual order, one for the blink order, and one combining them. Let's get started. First, let's go into our home and you click on Transform Data to open up our editor. And again, very similar to our ordering method, I'm going to create a reference table. And this time we're grouping by product, summing the sales. And now we have this table. I'm going to close this file, open it up here so we can see it. And I forgot to rename this. I'll just rename it here. Product. Before we start adding in the orders we want to add in those blank lines to go in between. Unfortunately, there's no capability on Power BI to simply add rows. So we're going to add a complete new table into our model. And this table is going to be referencing the product unique. So let's rename this product blinks. And I'm going to do a select columns, which is going to enable me to choose columns from our product in IQ. So let's do that. I'm gonna use the same naming convention. So I'm just gonna say product and grab both of those columns that we had. And we had some sales. Now before I click Enter, I also want to create a slight modification to this. As you recall when we did it manually, we want to add a slight differentiator. So I'm just gonna do product name blank and the sum sales minus 1. All right? And now we have this information. We're going to unionize both of these tables. So I'll go back to home. I had one more table. This is going to be product order. And now we'll add the column for the ordering. Ensure that your order is of your product is using this column. So let's go to column tools, sort by column order. And there's one more thing to check what is the relationship as expected since this was manually added, there's no automatic relationship connecting to our financial. So let's quickly add that. Great. Now we have a relationship pointing towards our actual data, which is exactly what we want. I'm gonna go back to our dashboard in our product from product order. Okay, and a drill down. And of course I want to only do Canada and US. And I think our setting has already been set to show items with no data, but if it's often ensure that that is on, and also just double-check for your computer what the default order is minus by-product country, which is exactly what we want. Okay? And again this time we're also going to remove this one blink. And since my white squares were created earlier, It's already set in the right places. And there you have it. Now you have a way of creating a custom clustered and stacked column chart in a dynamic way so that if you do refresh your data and there are more products, it will all show up. The only modification you'll have to make as these white boxes in case there are more products, you'll have to move them around. I hope this helped and let me know if you have any questions. 9. Thanks & Good Luck!: Thank you so much for participating in my class. If you have any questions, please leave them in the comments. And if you have any suggestions for future tutorials, please let me know and I'll be happy to do them. Good luck on your future projects.