Data Visualization With Power BI (No Coding Development, Branding, Project & Time Management)

1. Introduction: Everything that you deal with on a day to day basis, whether at a professional level or at a business level, revolves around data, in which you are going to deal with data points, datasets to make informed decisions, whether you're finance professional, accountant, marketing professional, data analyst, an entrepreneur, business or whatever it is, even students. You are going to deal with data on a day to day basis in order to help you make informed decisions in terms of how to proceed further, what makes sense and what does not make sense. What has a positive impact, what has a negative impact. And one of the best ways in order to make sense of the data is data visualization where we take raw data and actually transform it to visuals which help you find patterns, get insights, and create connections between various data points. And this is the whole core of this current class in which we are going to utilize a very powerful Microsoft Power platform tool, which is Power BI. Which is considered to be a very powerful data visualization tool, as part of data analysis and data science, which will help you make sense of the data that you have through visuals. In this current class, we're going to walk you through from A to Z, how to set up Power BI, what is Power BI, how to go about creating your reports, getting your data sources, creating your visuals, various types of visuals, up to the point where you are ready to actually export that lovely report, which will help you make sense of your data, whether your own professional career or your own business, not just that. You'll be provided with a free trial to help you actually utilize the tool and practice easily, completely complimentary. In addition to providing you with raw data to help you practice and apply all of these core concepts. Such that you don't have to find data or try to dig for data to help you practice. All of these things are going to be provided to you in this current class, which is very powerful, very up to the market trends right now since all of the industries are going towards automation, performance enhancements, efficiencies, processes, workflows, these are crucial lessons that you need to be equipped with in today's world. And one of the most important thing that we're dealing with in the modern world is data, how to make sense of data. And this is what we're going to be covering in this current class. 2. Your Project: Your project for the class revolves around creating your own Power BI report where you're going to utilize the data set provided to you in order to use this dataset to create your own Power BI report. Feel free to create your own visuals, your own report based on your own preference, after which you're going to be sharing it with the rest of the community for feedback. 3. What is Power BI : Welcome back. Now we're going to learn about one of the Power platform tools and components, which is the Power BI. Power BI is considered to be a data visualization tool. Basically, it helps you take some data, turn it into one of these reports. Every single element on this page that you see is part of Power BI, which is created from scratch, and you have the ability to build it every single every single time and every single item by itself. So the visual board that you see over here is part of a Power BI, which helps you create interactive reports and dashboards, which helps in making data driven decisions by turning raw data into insight. This is very powerful because when you're dealing with Power BI, simply you're able to collect data from the data verse, and then you're able to make sense of the data. Highlight certain elements, highlight certain features, display them graphically, add colors, add annotations, add labels. All of these things they help you drive your business forward and create proper decision making processes rather than just simply dealing with an L file and trying to find the patterns in the data. Power BI is considered like an analytics tool. Think about it it's a hub that combines all the data for you but transforms it to something which is visual for you to make decisions based on the visual representation and analysis. 4. Power BI reports: When we're dealing with Power BI, we need to understand there are some key important terms that we need to focus on. First of all, we have what we call as reports. What are reports? This is an example of a report. It's a multi page document that allows users to explore data. This is one through various visualizations, the same way we see them over here, we call them tiles. You got Pie chart, you got bar chart, you got curves. Such as charts, tables and maps, and reports are typically used for in depth analysis. We collect data from the data verse, and then we present it visually, enabling users, which is us or us to dive into the data and filter information and uncover insights. You're able to actually see patterns, you're able to see figures, you're able to highlight the areas that need attention. You're able to see patterns. All of these are presented through the reports on the Power BI so a report is a detailed document. As we're going to see this once we dive into the application of Power BI, we'll learn about this from scratch. It's a multi page document which includes in depth data analysis, data visualization to help you draw some insights when it comes to your business. 5. Power BI Dashboards: Previous lesson we learned about reports. Now we're going to learn about dashboards. So what are dashboards? If you recall, we said that reports are basically in depth pages, yes. So a report is a single page. It's not a multiple page scheme. It's a single page. You think about it as a high level view that aggregate, it means collects data from key different metrics and visualizations, which are designed for quick insights to help us monitor and get important information at a glance. So what does that mean specifically? If I take a look at the following schematic, if you notice in the middle, this is what we call as a dashboard. A dashboard is a group of insights or visualizations which have been collected from different reports. Let's say, for example, we have the first report over here. We have collected some data. This is our data set from an Excel file. Now, we have created some visualizations in this report. Some of it is important. Some of it does not need that much attention. We select the important parts and we are able to represent them on a part of the dashboard, which is this part over here. Then we go to a second report, different pages, different data source, let's say, SQL file and another Excel file or another part of the data verse, then we have the visualizations in report number two and we select one part of it that we want to share in combination with the first report. This is the part over here. This is the second one and the same logic for the third one as well and we share it over here and over here. You get the idea. A dashboard is a high level view, which takes elements or parts from different reports and displace them at one location. So in case you find a report which is quite too detailed and another report which is quite too detailed and another one which is quite too detailed, you do not need to go through every single one of them. A dashboard is like a summary. This is the best way to think about it. It's a summary of all the important items within a report. So within a report, you could take one part and inject it into the dashboard, or you could remove it and substitute it by something else. So the way you need to think about this when you're dealing with Power BI, in order to be able to deal with it easily. You have two core elements reports and dashboards. The reports are the detailed multi pages which include all of the information that you would like to highlight. At dashboard, think about it like a single page. It's a summary page which takes information from various reports and displays them to you at one central location. 6. Accessing Power BI: Navigate directly to the following website, which is power platform.miicrosoft.com, which is right over here. Okay. Let me just simply go through the tab. Again, I'm going to type in Power plat form. Dot miicrosoft.com. You can do the same thing with me in order to follow up. And why am I doing this? Because like I've said, I'm going to be sharing with you a way for you to get a free trial from 30 days to 60 days to actually tinker with these apps. Click on Enter. Now you'll be directed to the actual Power platform designated area within Microsoft. And here, once you click on products, you're able to see all of them, the Power BI, Power Apps, Power Automate Power Pages, copilot studio, where you need to have a company or an educational account. So how do we claim our free accounts? Simply click on Start Free over here. Here we go. Now we're going to have what we call the free trials page. You're going to select your free trial based on your own preference. 7. Diving Into Power BI: Welcome back. Now we're going to dive into one of my favorite Power Apps tools within the Power platform, which is the Power BI. This is a great visualization tool for creating reports, and how do you go about it? Just simply you can go to the l app.powerbi.com, click Enter and you're able to land on the homepage. In this current lesson, we're going to navigate the layout for Power BI before we dive into building and creating reports and dashboards and getting to see the interface with in depth details. So on the front page, we have the current display, which is just simply material to get you started, where you get to click on some samples, for example, if you click Open, we get to see some visualizations to help us draw some inspiration when we are building our own reports or dashboards. Feel free to tinker with these just to have an idea. Then you do have the go to option, which is create in which you click on this to actually start building and creating your reports, Browse to take a look at any previous reports or dashboards. One Lk Data Hub is when you save data within your organization, for example, or you've added some material to be added in a certain place to manage that data. Apps is basically when you integrate some applications that could be added to the Power BI apps. Once you click on this, you can see there are different integrations that could go within your Power BI visualization, dashboards and reports. Once again, these are on case to case basis. Since we are going through a generic approach to help us get up and running. Obviously, we're not going to go into every single app and how it integrates with all the cases within the world, which is doable. So then we have metrics. It's a new addition, which we're going to be covering later on in which you create some key metric charts for certain performance metrics such as KPIs within your organization. Workspaces, is when you are building a certain report or dashboard, it's better to create a workspace that way, if anyone within your organization would like to go and take a look at it, then they have the ability to go access it and take a look at it and modify it. Then the workspace, my workspace, which is the space that I'm working at right now, you have the tables in case you've added tables, you're able to see them. Also, you do have the untitled reports is basically when you are going to build a report from scratch, and then you are going to well, you're going to actually visualize the data first. You add some visuals, and then you're going to connect the data with it. So if you've uploaded any data source, you'll be able to find it, and then you're going to map it here and modify it. If you're just simply getting started, you'll be able to find your first report here or it's your untitled report over here. This is basically it in terms of the navigation. Now you have a clear idea. Obviously, there are many features for it to be covered. Once you click on the three dots, you have the monitor of the usage on the accessibility of the tool. And once you click at the bottom, you're able to actually navigate to other power platform related tools which are once again, quite advanced for this current context. And frankly, speaking, they are not that handy, since we're not going to be using them. For the majority of the applications within the day to day activities of your organization, your company, or your personal use. As we are focusing on the core functionality and we're diving into the essentials that we need to know. And in case of any relevant updates, that will be added to help us leverage our growth and take it to a different level. So that being said, we are good to go. We have a clear idea about the navigation, the general layout about Power BI platform. Now we are ready to dive deeper and start to get quite technical with building our reports and dashboards. 8. Setting Up Power BI and Data Sources: Back. Now we are ready to start building our reports to have some visualization to a dataset. The first thing we're going to do is we are going to navigate to create, click on Create, and this will pop up for you. Add data to start building a report. Now, this depends on your account. If you have a premium account, a company account, a school account, then you're able to do so. Otherwise, you have to manually add the data. Keep this as a side note. So you have the Excel option, CSV, paste the data manually, which is what we're going to be doing. I'm going to be sharing with you a sample dataset, feel free to download it and to use it to help your practice. Then you pick a published semantic model, which is a model provided by your company, for example, if you're working on this with a team, they're going to have datasets which are going to be available within your organization as a whole, either here over Wake Data Hub or as part of the tables, it's going to be present as part of a company structure where you have a data which is provided to you or data which is accessible to many individuals. Now, for the usual cases, you have the EXL, CSV, and paste or manually enter. Now, both of these, for the regular trial version, they will not going to work, but I'm going to walk you through them to help you see how do they look like and how to navigate them. So once you click on an EO, data source. First of all, you have the option to link to a file. What does that mean? If you click on this and you put in a URL, if you find something on a website, for example, or if you have something stored on your drive, or you have something that you have spotted in the form of an Excel sheet on a different online platform, and you're able to get the link for it, try to paste it over here, and it will collect the data for you. The other option is to actually upload the data, but since we're having a trial account, we cannot upload the file. So once you have a premium account or a business account, you're able to upload your Excel file directly. Other option is to link to a file online. The third option which we are going to use, which does the same job is manually uploaded. And once you do this, automatically, the connection credentials are going to be verified over here to sign in order to establish a connection between a data source, for example, if you are trying to connect to your One Drive directly, you need to verify this as well. That way you have access to the information. Now, let's go to the CSV. For the CSB option, the same logic as is. You need to find a path or upload a file, and then you have to establish the connection if you're going to connect it to your One Drive. For example, the same logic follows. Finally, we have the paste or manually enter data option, which is the go to option if you have a trial account. Over here, you have a certain layout, the same width looks like an l where you need to enter the data, and it will populate it in the form of a column. Now, at this current stage, make sure that you download the data provided to you in the segment of the course and upload it. 9. Setting up the Data : And welcome back. Now, the first thing we're going to do is to actually add the dataset. And like I've mentioned previously, Excel and CSV files, they're available directly to upload when you have a premium account. But with the basic account trial version, you have to manually add your data. And this is what we're going to do. It's quite straightforward, by the way. So now I'm going to paste the data that I have actually populated for feel free to download your own copy to practice as well. Now, the data presented is basically for video games related to consoles, types of the games, the number of sales. It's a very powerful dataset that you can tinker with. I provided for you a sample 100 data points, where you have a total of 100 rows all the way here. And I'm going to be sharing with you as well about 1,000 more. That way, you're able to take some data from it and to play with the interface such that you're able to practice by yourself as well. Keeping in mind, once you're on a trial version, the data point limitation is there. It means you cannot add the full file where you have thousands of thousands of data because once you click the report, nothing will happen. So this is very important to keep in mind, in case when you're adding data on a trial version and you're not able to create the reports. Now, this is basically the format of any Excel file, what you notice over here, we got the number of the columns, and then we got the titles of the columns, right? I would like to have the first row to be the title. So this is what I'm going to do. I'm going to click over here, use the first row as a header. So this is going to remove the previous row and just simply add the title. Why is this important? Because when you are displaying data visually on your reports, it's very important to have clear indicators about the data points. And it's very crucial at this stage to actually clean your data. What does that mean? When you are creating on a Power BI report, data should be easily understandable. So that's what I'm going to do right now. Here we got the title. Let's modify this. Game title. Okay. Here we go. Then console. Then genre. Then we have publisher, then we have developer, then we got critique score, whether people like it or not. Then we have total sales, then we have basically depending on various regions, different types of sales, North America, Japan, based on the various regions, then you have any updates, you get release date, other sales. These are important. Let's call this. Let's keep it as is because these are simply sales numbers. They will not make a difference, but they help me understand the region. So release, they're to keep it as last update. There's no harm in that. These are the key areas that I need to focus on first, the total sales, critique score to give me some information. And this applies to your own case to case basis. So we have our data up and running. Now we are ready to click on the generation of the report part in order to see how could we navigate PowerBI? 10. The Fundamentals of Power BI and Initial Draft: Welcome back. So now we're going to click on Auto Create. And the whole purpose of this lecture is just simply for you to understand the elements of the Power BI reporting part to help you build your first report. So in the previous lesson, we have added our data source. In order for PowerBI to work properly, you need to have data in order to make that happen. So either you have the option through the data verse or you upload this manually like we have done in the previous lesson. Now in this current lesson, we are going to explore the navigations before we actually get quite hands on and to create our first report. Before we get to the creation part, you need to understand actually how to use the tools and what are the tools presented. In the previous lectures, we have learned about the interface over here and the various commands and categories that you can just simply select on. But the interface over here right now is going to change why? Because we are going to be building a report and we have tools that we need to use. Now, we do have the prompt over here which says, You report is ready, and we just simply click on to verify the report. And as you can see, we had the option to pre select data. Why? Once we select data which is important to us from the data tab over here, it will automatically make connections of the data. This is very important. It will make connections of the data to help us understand basically how datas are reflected with respect to each other. Now, at an advanced stage, we will have a discussion. We'll have a preview. How could you actually create connections? But this is advanced at a later stage. For the current stage, it's satisfactory to have this fundamental or foundational knowledge to help you get started. So I'm going to be selecting the data, which is important to me, for example, what is the console? Who is the developer? The critique score, the game title, the genre. The sales, the last update and the different types of sales on the regions and the total sales. And if you notice, when I'm selecting the data over here, this is the data stab. So anything that we have added in our columns in the uploading part in the data source, we have the ability to see all of the tiles over here and everything which is related to that column. And then by default, you will notice I have what we call over here. These are called tiles. It's an actual tile. Which has been populated directly, and the whole thing is considered to be my own report. This is very important. So every single page that you create is considered to be a report. And that report could have this is one page then I can have on another page and another page on another page. So I could have multiple pages within the same report, every single one of them reflecting certain amount of data. So if you notice over here, this is basically the general layout for the dataset that I have. I can have the option to see the table. I have the option to actually edit. I've can switch to edit mode in order to start editing my data. If I would like to edit my data, explore this data in order to take any one of them by itself. For example, I could take consoles over here and then take the developers over here. It will make connections for me based on the data I drag and drop. If you take a look at choose data, it will tell you to arrange the data based on rows and column. That way, you're exploring specific datasets, not every. Okay. I'm walking you through this for you to help help you get some idea. Then you could save this and you could export this. We can go through this in details in the upcoming segments. But as of now, what you notice is once we have uploaded the data, we selected important data for us, and then we have the ability to see all the data columns which we have in our table. So relationships have been populated already in front of us, right? So this is very important. I have the ability to click on filters to filter any dataset. Take a look at the quick summary over here. Now, at this current part, if I click on this, I have no ability to modify this. I cannot edit this. Why? Because it has been populated. So I need to go to the edit mode in order to start to tinker with these. But let's walk through the interface for every single tile to have a clear idea what we're dealing with so if you notice over here, for example, I have the title, which is sum of other sales, which is this dataset over here. We got other sales. Compared to the year, connected to the year, which is relevant information. That way, when you are scrolling through this, you have an idea what's happening every single year in terms of the sales. Then I have the option to set an alert in case something gets popped up where something changes, for example, or anything that pops out or something gets triggered. Let's say your team is working on this and then you hit a number of millions of sales per year, that will send a notification to all your team members. So you have the ability, which is quite advanced to set alerts as well. Now, being said, we have the option to personalize this. What I mean by personalize this. If I click on this, I could change the elements present in every single tile. For example, the X axis and the Y axis, I could change them. For example, the X axis, which is over here, the Y axis, which is over here. Here we go. Now, I could change the X axis too, let's say, the day, it changes completely. Now, last update, I could change this as well to remove the field completely. Then on the Y axis, I would like to have the game title. Look what happens. So on a day right? Count of game title by day. So every single day, which games were sold? So I'm able to have that display for me, right? So this gives you an idea. How could you modify this? For example, the legend part. Let's add a new legend which gives me some details. If I have a certain element, let's say console, I'm going to add the consoles over here. This is the legend, it means anything which is on the graph, what does it mean? The color, the codes, et cetera. Then you have add small multiples. Let's add multiples for the sales. You could see the increments for the sales count. For example, from one sale to another, it's one right? For the days, it's going at 0.01. So these are a bit advanced, and they go based on your situation, by the way. So you don't have to go through all of these details. They are not necessary, but the further you go ahead and you start to build your course or to build your report during the course of your design, you have to be careful with the process. Why? Because when you are getting your data, it is very important that you make sense of the data. And this is the whole part of the connections to keep in mind. So if you have, for example, created connections which are not proper, it says error fetching data for this visual. So I need to modify this. So I'm going to go for, for example, critique score. And how about we go for the developer. You need to make sense of the data. That way, when you are presenting it to your company, for example, actually, you're able to make sense of it. And if in case such a visual makes no sense, then you have the option to change the visual type. So instead of a line chart, you have the ability to try different items as we are going to see next. For example, let's switch this to a pie chart. Here you go. Now you have a different visual display and the same logic applies to every single one of those tiles. This report has been generated by default, like we got in this report when we uploaded our data. We did not build it from scratch, even though we have the ability to go on create and then just simply create a blank report and start building the tiles and connecting the data. Now, this is not favorable. Why? Because you're going to waste a lot of time. This is the case. Now, I can see the data table as well to take a look at the information which has been connected. This is very, very powerful. This is the dataset that we have actually uploaded. You could see the game title, the console the John. If I click on it, it will adjust every single point. Here we go, based on the game, I will show me the implications. This is very pro, this is very powerful. When you are clicking on the show or hide the data table, it's very important to become a professional in this where you visualize the data and then you represent the data which is your core dataset. This is very powerful. If you click on any one of them, you're able to see it within the grand scheme of things. This is very powerful. So in this current lesson, we're just simply getting into the interface. We are focusing on the relevant details. We are going to ignore the stuff which do not make a difference, which are advanced and based on specific cases which might not cater to the 90% of the population. Because frankly speaking, what we need to do, since we are going for a no code, zero code, low code approach, we need to utilize these tools to their full potential in a fashion which makes sense to our application, right? So since the majority of the individuals concerned with this current course, they are not code dependent. They'd like to have straightforward solution up and running without getting too much into the depth of the coding part, but getting the best out of it, because at the end of the day, the whole power platform is based on the concept of no code or low code. So why so there's no point in going to tinker with the codes and tinker with the extensive elements, which fall beyond our daily application. This is what we're trying to achieve in this current course to help you acquire 90% of the skills for power platforms with fraction of the time. That way, you're able to get up and running and get up to speed with this new highly powerful platform which will change the way you go about your personal activities and your business. So in this current case, we have learned how we could actually add our data to connect the data that we would like to see by simply clicking on this. I'm able to regenerate the report to include all of the elements that I would like to be present in this current report. Yes. Then we've explored some basic ideas about the navigation tabs at the top. Then how could we see the data and how it gets affected? How could we change what we call as tiles? These are tiles. And every single tile, I have the ability to set an alert for the premium version to notify anyone in case of an update. Then I have the ability to explore the data, by the way, and can show it in the table. I can spotlight this. Take a look at this just simply to showcase on this part over here. And then I could modify this in terms of the visuals, the legend, the values, the details. On a tile by tile basis. So now at this current stage, you are ready. You are ready to actually dive into building your first report. You have a clear idea. You have a clear foundation, or you have a clear perception. How would you navigate this? So once we're done with this part, which is right now, we're going to transition to building our first report. 11. Hands On Example Part 1: And welcome back. So now we've learned the initial setup that we have for Power BI. Now I'm going to walk you through creating your first report. This is the core of the current lesson, what we're going to be doing. So we're going to continue where we have left off, and we need to actually start to edit this report and make it look in a way which is reasonable and related to our application. So the first thing you're going to do is you're going to click on Edit over here. Tap on Edit, switch to edit mode. And notice what happens right now. When I switch to edit mode, the first thing that pops, I have pages. It means my report now could have multiple pages. Every single page that you add to the report, it includes certain details. And the visualization tab has popped over here, which includes different types of visuals. So now we are going to actually incorporate our data. Let's display our data, and now we are going to build our report which is related to video games, the number of sales, the region of sales, the console, et cetera. That way, it makes sense for us. So for example, this current tile, I would like to change it to something different. How about we go to what we call as a funnel? Notice what we have over here. We have different types of visuals. In this current lecture, I'm going to incorporate as much as possible for you to help you see how could you use them and to get some inspiration from them. So once you click on the Builder visual, you have the ability to actually select different visuals, then you have the ability to modify the legend of the visual, the values which are going to be added to the visual. Then you have this option which is drill through. What does the word drill through mean? If you have data, which is extensive, for example, you got dates, date, month, day, hour. So once you click on drill through, it means go through all the data from the general category and zoom in all the way. So add drill through fields here. It means, for example, if I take in the release date, it's not going to just simply include the month. I include the month, the date, the year, and you get the idea. Then if we transition to format your visual, here I have the ability to actually add the legends, remove it on or not. This mainly is related to not the interior part, but the exterior part. You have the ability to change the colors, for example, you have the ability to add some labels. So you have the ability to rotate as well, which is quite good. You have the ability to actually rotate your display, as you can see over here. So this gives you the ability to have a general modification, and then you have the ability to further analyze your visual. So analyzing further details on the visual you need to have certain visual that has the ability to go into analysis. This is something a bit advanced, for example, sales, you have different items, not just simply visual displays where you have calculation of data. This is a bit of specific case to case basis. So what we are concerned with is the area of application over here. If you notice I have the ability to select any of these items at the top, these small tiles, and when I click on one of them, it by default, changes the field over here. So notice what happens. If I click on this, every single one of them represents certain amount of data, which is very, very powerful. Also, I could open the data model. Once you go back, you have the ability to actually switch the data. So if I click over here, it opens the data model, the data that I have used, and then you have the ability to actually alter the view that you have. You could show some grid lines. Here you go. You can see the grid lines. You could lock objects. You could have copilot available as well. And then for the file, you have the ability to either download it as it or save it. And if you're working within an organization, you could add your team members as well to help you with the display. Then you have the option for the buttons, right arrow, left arrow. You could add these buttons based on your preference, and every single one of them could mean a certain thing. Advanced stage, let me give you a bit of an insight. You could add a button which says, for example, click here in order to go to a following website. So once you click on this, you could actually play a video. You could go to a certain website. So these are advanced tactics. But for the current case scenario, we are going to have the basic implementation of building our reports. So enough set on that, let's get to the building part. So I have the following tile. Now for the following tile, I would like to have I'm going to clear everything out. I would like to have the game title and the number of sales, for example. Here we go. So this will show me the count of the game and the sum of the sales. But it doesn't look like it should be in a pie chart. So I'm going to have a stacked column. Sounds doable. How about here? You have a horizontal column. Let's go for something which is line and stacked column. So it shows me the different types of the count of the games based on a game title, but I need to add the game title, yes. So let's take a look at this. So I need to modify the details over here. So on the X axis, I would like to have, for example, the game title. And then on the Y axis, I need to have the sales. Look what happens. Here we go. So over here, I can see the game titles, and I can see the sales per game title. Then I have the ability to add line on the XX on the Y axis. How about we add also sales to the Y axis? Here we go to showcase the lines along with the bars. Column legend, what would I like to call the column legend? Well, I do have the column legends over here and the small multiples. Forget about the small multiples for now. It's not useful at this current stage. Column legends just simply add to have some data about the legends. Here we go. Take a look at this game title. Excellent. Look what happens now. So I have a legend for every single game, which is based on a certain color. That way, I have the ability to see the sales for every single game. This is very powerful. Yes. So you have the game title. Here you go. And you got the sales for every game, and now you have the ability to see which game is being sold the most. This is very powerful. Now, let's create another visual. Now, for this current visual, I'd like to have a certain metric or a card. I'm going to click on this. And I would like within this card to have the number of sales. Here you go. This is quite good. Now, I'm going to change it to how about GP sales. Let's remove this. And I'm going to have how about the critique score, which is a helpful term. Here we go. Critique score. So this is the overall critique score for all of the, all of the games, the sum. This is the sum. So it means we've added all the critique score to every single one of them. Once you click on this, you have the ability to remove the field, find the minimum, maximum to count it or find the average. So let's go for the average critique score per game. This is one. Then I'm going to have another one, which is another card. To showcase, not the average, but the maximum critique score. Now this is the sales. So we're going to remove this. Let's go for the critique score, yes. And the maximum over here is a ten, obviously. And then I'm going to remove this, and I'm going to delete this part, and I'm going to change it to how about the minimum critique score right now. So you get what I'm doing. Yes. So I'm basically trying to show the critique score in terms of the average, the maximum and the minimum, the number of sales created. This is very powerful. Now you are building a report which makes sense based on your data. This is a first page, the first page. What we have created so far, we have created the game title sales per game. We added some legends and visuals. Then we've added some scorecards. These are cards that show me the critique score for every single one of them, I selected from here to showcase the average, maximum and minimum. So think about it as ways to get data, to showcase the data in a way that makes sense. Now I'd like to see from top to bottom like a funnel. Now for this funnel, it's going to show me the categories from higher to lower. So what would I like to have? I'm not going to include dates. I'm going to have, how about the critique score, which is helpful. Here we go. And then some of the sales By critique score, which is good. Then let's have some publisher data. Here we go to include some publisher data. So this way, I have the ability, for example, to click over here to find out, first of all, which game has the highest sales per critique score, which is good. So I have the ability to modify this. Look how powerful this is. So once I click on here, I have the ability to spot the game. Yes? Now, this game does not have a critique score. How about another game? Yes, take a look at this. Now, I'm able to find the game. Here we go. This is the game that I have. If I click on this game, what's the name of the game? Here we go. I'm able to find it. Yes, this is the game, which is by this publisher. So you get the logic behind it. Now, the data is interlinked. So whenever I select a certain sum of sales PiB publisher, I'm able to find the games created by this publisher, the critique score for every single one of them. This is one way to look at it. Now let's take it one level further. How about we're able to add some ribbon charts and make it a bit, you know, um Techie. Now, for the X axis, which is here and for the Y axis, what do I like to have? Let me add every information that I would like to have in the X axis. So I'm going to go for the game title. Here we go. And then for the Y axis, the sum of the sales, I could have this. Also, I would like to have critique score and the Y axis. I could also include this for the critique score, the sum of the total sales and the sum of the critique score. Now, it's not the sum of the critique score. I don't want to have the sum, simply count like an actual number. Then you could add a legend. You could add multiple fields. So sum of total sales and count of critique score by game title. So every single game, you have the ability to find its sales at the same time, the critique score. If I click on here, notice what happens, I have this game. Critique score and the allocation of it in terms of sales, which is, again, something very powerful to have in mind as you are collecting or refining your data. So let's say now I have created this basic representation for my information where I have my average critique score, the sales per game, and I need to have more information. Yes. So this is one page. Now, on this page, I'm going to change, first of all, the name from the sum of sales to different regions. How about we can go for the critique score. And what you can do over here, you have the ability to make every single page based on a certain parameter, for example, for the developer, you could have the same data for developer. You could have the same data for game title. The more details that you would like to have, the more pages you add to your report based on your preference. Some of the critique score, we don't want a sum. We need to have a minimum critique score. Here we go which is nine, some of sales, which is good, some of regional sales based on different areas. We don't need, again, the sum of the critique scores doesn't make a difference. We need to have the median, which is like the middle value, okay? So we have a clear dataset, and I'm going to call this. I'm going to change this. And by the way, once you click on any verbal or written words, you have the ability to change them. What I'm going to do right now, I'm going to change those summary report of video games. Okay. And now I have the ability to make them bold, change the color to blue or red. Again, it's up to you. Then here you go. And that's mainly it. You have a title. It is a title. Then we have the ability to change the font or the background color. Let's change it to red. And text wrap, subtitles, dividers spacing, how about some effects. Now we could have let's go for black color, with something which is quite here we go in sync with our displays. Good. Transparency, you're able to adjust this visual border. Yes, we'd like to have a visual border. Let's modify the border to put it in red, for example. And then would you like to add shadows? How about add some icons? Here we go. You could add some icons and different colors. Here you go. You could pin this. You could change the visual appeal of your icons and I'll text. If you'd like to enter a description to be read by the reader, for example, this is here you go. This is a report on game sales. Here we go. Now, we could add this data such that it represents the content of the table, and that's me lid. So I'm going to click Enter right now in case I'd like to add some space, and that will get the job done. So if I go up right now, but you notice, it doesn't look quite proper, yes. So I need to have a proper alignment. How about if I increase the size over here, Summaries report of video games, and I could drag it all the way over here. Excellent. Now, we do have a visually acceptable report. Everything looks quite proper about. And I have the ability now to personalize every single element of these tiles. For example, if I click here, I can just simply click to visualize or personalize this. Now, once you go about here, you have the ability to change the visuals, okay? You have the ability to change that color. Let's turn it to red. Here we go. So once you click here and click to personalize, it's going to drop this pain over here. That way you have the ability to alter every single element by itself. You have the ability to give it a title. You could add some effects for backgrounds. You could have a header icon. You could tinker with these based on your preference. Let's go for a background color about this color. Here you go. So every single one of them, the most important details for you, you're going to highlight them. This is very crucial. So now we have an initial setup for a report, which includes basically a summary report of video game sales. We have the game title, the sum of the sales, the average critique score, maximum critique score, minimum critique score. We have the sum of total sales and the count of critique, buy game title, and sum of sales and first publisher buy critique score. So this is a very well rounded piece of information, a good report which shows me the median critique value, some of the sales. And again, you can draw some inspiration from it. So let's say I would like to have more details. So I'm not done yet. I'd like to have extra details to my application. So this is where we're going to transition to having another page. 12. Hands On Example Part 2: I back. Now we are going to take it one level further by building our report, and we are going to go through this together. We're going to tinker with this the same way. I'm going to experiment with this straight with you. That way, you're able to see the mistakes, see the trial and error to help you go through the process. So I'm going to add another page. Let's consider this page as a playground. So now I am going to add and build my visuals based on my data. So let's say, for example, I can just simply drag the data over here. I would like to focus on the console. This is one, and I would like to include within the console the game title about that. So I'm including the data that I have over here to show me, this is the tabular version. This is the actual data, yes. So I'm going to have the console and the game title. Now, how would I like to present this? Let's go for field map. How about some regions? But we have to be careful here. Map and field map aren't enabled for your organization. This requires a premium account, so you have to be quite careful with this. So again, once you have the full on account, you have the ability to tinker with these and to add extra details. How about we add some information? Actually, we cannot because it should be on the premium version, but the intent was to actually showcase the location of every single sale. But there's nothing to be worried about. We are going to have a different report. Now, I'm going to show you what's called as the PagnatedRport. The pgnatedRport is basically when you have a print ready report. This is very important. It's a bit advanced when you are going to connect this report to this page, to the report that you have, if I drag this over here, for example, fully. And then I'm going to connect it to one of the reports on the previous pages to create a pagnated report or page ated report, it means this report is print friendly. You have the ability to print it. So this is something on the side note because often when you create these reports, you cannot print them on a piece of A four paper and such that. Now, let's modify further details and try to have additional insights on our reports. I would like to add some KPIs, key performance index. So the data value that I have over here, how about the sales total sales? Here we go. I'm going to have total sales, which is right here. Here we go. This is the total sales value. This is the sum of the total sales. It's displayed as an overall layout, but I need to add a target. Let's say the trend axis to show me how things are going are based on the console. So I can rename this or sum of total sales based on the console, we wanted this. So it's showing me a trend. This is one. Target, add data fields here. I'm going to get other sales. Here we go. So as you can see, my target is to achieve this number. So the value that I have, based on a certain trend should reach this target. You get the idea, and now it shows me a check mark means we have crushed our goal. Our goal we are way higher than our goal. This is called what we call as a KPI key performance index is very powerful. Let me go for a different target. How about other sales with Rd, how about certain critique score? This is very good. How about we go for the critique score? This is one. This is the overall the sum of the critique score. I would like to have the maximum critique score. This is the maximum, which is 9.3 based on not the console, based on the game title, it will change. My target is my target is the value that I would like to reach. The target should be the value that we have for the critique score should be as close as possible to cross this target. So my minimum value in this current case, I'm going to add the minimum critique scores. Let me go for the critique score again. But in this case, I'm not going to have the maximum critique score to match the sum of the critique scores. No, I need to go for the minimum. Here we go. Let's change it to the minimum critique score and swap the values. Here we go. So this will go here. Minimum critique score. There's going to be the sum, minimum. And over here, we're going to have the maximum, right. So as you noticed, my value, my minimum score, my minimum critique score should have within the trends, of course, should achieve a target of the maximum critique score, which is 8.7 over here. This is our goal. So our goal we need to have or to reach the maximum critique score of 8.7. So one of the minimum critique scores should be reaching the maximum critique target, which is of 8.7. Let's try something else. So instead of the game title, I'm going to have the sales. So the value of sales in a certain location Here we go. I'm going to go for the total sales based on the game. Let's pick any region. Here we go. So our goal is the sum of the total sales, I'm not going to go for the sum. Let's try this. The minimum sales per game title should reach the target sales over here, or instead of going for the target sales, I'm going to go for the minimum sales over here. So if you notice, it means the minimum of total sales, a minimum of pal sales by game title. So it means we have crossed this KPI. It means our values, the data that we have gotten, we have achieved our goal based on these datasets where the minimum total sales and the minimum regional sales based on certain region by game title, our goal is to go for 1.9. This is the KPI. We have crossed it, and it's 5.01. So you get the idea. This is a KPI application. Let's have something else. So what if I would like to have another application where I'm going to just simply showcase the publisher if you'd like to add something, just simply add it and drop it. And based on the publisher, what is the critique score? So I'm going to add this piece of information for me, and I'm going to pick a visualization which is quite reasonable, not a KPI, not a slicer, how about table. You could add a table. How about key influencers? Here you go. This is helpful. So this will show me the values that I have. But since this is limited in application, this means that I have too many data points. So when I have the data points, which is quite a lot, the key influencers, it will take less than ten. So I have more than ten. So it's not going to be functioning quite properly. So I'm going to try to select just ten of them, one, two, three, here you gs have one, running the analysis, EA Sports. Here we go. So these are the key influencers that I'm trying to have, but I'm not able to adjust them because I'm having too many data points. Here we go. So when I fix this, when is a publisher more likely to be rock star game? These are the top segments. This is good. For the Sega. So these are the influencers, key influencers. Here you go, I was able to modify to showcase this. So when the sum of critique score goes up 0.8, the likelihood of publisher being rock star games increases by 1.09. So this is very powerful. You get the idea behind this. So if you have ten data points, ten data this will be quite solid, but more than that, you have to go about selecting your segments. So let's go for this one over here. How about Ubisoft. So I'm going to click on Ubisoft. No segments found. Try adding some more fields in the explain into the explain B. So my analysis over here, analyze the publisher, explain by the sum of critique. So I don't have the ability to explain this by the sum of critique. H explain this by the sum of sales. So let's add sales. So this is what's going to happen. As part of the analysis, you have the ability to see which subject or object is influencing a certain parameter. Let me remove the critique score. Sum of total sales, analyze, not the publisher. Let's go for game or console game title. Running the analysis, we have more data points, more than ten unique values. So this is where it gets quite problematic. When is the game title more likely to be Assassin's Creed? Key influences. We need to add more data. So we don't have sufficient data. How about sum of total sales? How about critique score? Let's say if we have some data that we could analyze, we don't have this. Let's go for a different game. How about call of duty, for example? We're not getting data. FIFA, for example, there are no segments found. How about Battlefield, for example, Arkham City so as you can see, this requires a bit of tinkering. It means we need to go about the process of finding which data has some sort of correlation between them. So this is something quite important to keep in mind, especially if you do have more than ten unique values because the key influencers is mainly focusing on certain elements which have the biggest changes. So I'm going to remove this because we don't want to have on our report something which is not generating a lot of data for us. So I'm going to transition to another tab. How about we gauge? So I'm going to select. Here we go. Let me gauge this. So as you can see, I'm walking you through the process from A to Z, including the trial and error, the iteration part, just to help you see the real life application of this instead of going through end results without you seeing the process of fixing them and the thought process behind them, which is crucial for your learning curve. So select or drag fields to populate this value. So add data values here. Let me go for the minimum value. Let me go for the critique score. Here you go. So for the critique score, I want to have the sum. I need to go for the maximum, which is ten. Okay? Minimum value for the critique score. Let me show it as a gauge. This is a minimum value. And then we have the critique score as well. This is the maximum value. Then we go for the average in the middle. Target data value. Okay. So what are we trying to compare this to? How about game title? Average of critique score, minimum of critique score, maximum of critique score, and count of game tool tips at data fields, and this sounds okay. So this means this gives me a range. So between the minimum critique score, maximum critique score, and the average between them, this way you have a clear display that the majority of the games are going more than the average. So this is very nice, very good. It gives you the spectrum, the grid. You're not doing average, you're going more than average. Let's add another important tool, but I'm going to be shifting this to the bottom part. How about we reduce the KPI display. And then I'm going to add the tab over here, the gauge. Okay, this is one. Excellent. Let's add something else. How about we are going to be adding? We could have narrative. Here we go. Choose narrative. Custom. I'm not going to go for copilot. A narrative is basically when you type something. This explains certain elements that you have. So at 4.9 minimum of total sales has exceeded the target goal of 0.01, which is good, and this is where you type. The KPI here we go. The KPI for the following following year has been achieved as displayed and the current dataset visualization. Here we go. So as you can see now, I was able to create a verbal summary as a commentary. I'm able to comment on this. I'm able to add some own context. You could add a link as well. So it's up to you to get quite creative with the process. Let me try to fix this. Okay, so this is part of the visualization. You have the ability to move and expand the sizes of this. Here we go. So the KPI has been moved for the following year has been achieved and as displayed in the current dataset visualization. So you could add your own texts as well. Let's try to build it even further. Now I'm going to have something which is more of a trend line, which is very good. So I'm going to add a trend line over here to show me full datasets from A to Z, and I'm going to allocate this to the top. Excellent. Quite centered, increase the size. Here we go. We got 24. Excellent, and put it at the center. You could add some colors to it about red colors, and you could add a link if you'd like, and you can just simply click on the link to refer to this page. Now let's select or add our data to include as much visualization as possible. So what I would like to have over here for the X axis, I'm going to just simply go about this carefully because we have a lot of information that we need to make sense of. For the X Aces, I would like to have the game title. This is one. And I would like to have the console. This is two. For the Y axis, I would like to have the total sales. Now it's going to flip, as you can see, I can see the pattern. Also, for the Y axis, I would like to see the sales based on genre. This is one. Okay, can add the data. Now for the line, the line display, not the bar, I'm going to add as well, the total sales. To see the pattern. Now I'm going to add the regional sales based on every single region. So here you go. This is one region. This is another region, and this is in another region, you get the idea. Now, I'm building my data such that you could see patterns easily. You could add the column legend. How about we add the column legend? I would like to add the console or game title. Here we go. I'm able to add this. It's already there. How about the developer? Okay, it's already present as well as part of the data. So we do have the legends actually in place. We have the sum of total sales, count of sum of total sales. So everything is quite present for us. As you can see on the X Ax we got the console, Y Axis, we got the total sales or the total sales and count of Jenre. So this is very extensive data, which shows me a better representation of my sales based on a game. And that way, I'm able to check how every single sale or how every single genre has actually modified or had influenced my KPI, at the same time, the rating for every single one of them. So if I click on this, click on this. Notice it keeps on flipping. We got 8.2, we got nine. Here you go, 8.8, 5.13, 8.64. Then there are no ratings for this one. Then we have a basic rating, then it keeps shuffling back and forth. So you get the idea how it goes about representing your data. So now, our pages are our report is quite extensive. For the first page, we have a basic summary. We are able to modify this. We included average critique score, maximum critique score, the sales per game title. Then we get into more details where we have seen whether or not we have reached our KPIs, the average critique score in grid, and the count of the game title. And we have seen a more extensive detail. We added a bit of verbal summary, and we've shared a visual representation of bar graphs and charts. So now you have successfully managed to actually create your first report. Keeping in mind, the subject is quite extensive. You do have a lot of options to add. You do have a lot of things that you could incorporate, but up to this current stage, you have learned about 80 to 90% of the things that you're able to do with Power BI. 13. Hands On Example Part 3 (Adding Functionality): Welcome back. Now in this current lesson, we are going to take it a bit further in which I'm going to teach you how to incorporate additional elements to add some flexibility to your reports. So we are going to pick things up where we have left off in which we are currently at the second page of our report. Let's say I would like to add some external resources or the ability to actually incorporate additional information which goes beyond our report. This is where I'm going to use the power of buttons. So let's say I'm going to reduce the size of this chart over here up to this margin, and I'm going to utilize the space over here to add some information that will direct people or direct the readers or your colleagues to a certain reference. This is where I'm going to navigate to the top. Over here, you can add shapes. You could add buttons. So you're able to tinker with these. So we have shapes and buttons. So you're able to pick whatever shape that you'd like. That's one thing. You could also add a button for navigation purposes. For example, if I would like to have a button for Q&A. If you got questions or answers, I'm going to add this button over here. Here we go. Then I have the option to change the shape and change the appeal of this button. Shape should be rectangle, how about oval, and then we're going to have rotation. If I'd like to rotate this, certain style or text, I'm going to add some text to it. Got questions. Click to contact our team. This is one. Okay. So we're able to change the phone color to make it pop, alignment in the middle. You could change increase or decrease the padding. Here we go. Now, let's take a look at other options. We have the icon, which is Q and A type. You could change the icon color. It's up to you or the icon shape. Let's put it in red color. Here we go. Then you have the weight to make it look dense. Is it transparent or not? This is one. I'm going to reduce the weight. To make it three. Excellent. So everything is quiet in check. How about adding some filling to give it some borders? I'm going to go for, let's say, a black fill. Okay. Then we have the transparency. You could modify the transparency for this. It's quite transparent and looks a bit professional. And once I hover on it, it's going to change the shape because I've added this hover effect. W like to have borders or shadows or add some glow in case you would like to draw some attention to it, and the glow will be, let's say, yellow in color and blur effect. Here we go. So Sounds doable. Sounds okay. The most important part is the action part. This is the action feature. So it's a type of Q and A type, yes. So you have the ability to change this for drill through. We have the ability to page navigation. You have the ability for web URL, which is very powerful. So once you click on the web URL, once you click on the action, you change the functionality. So you have to be careful this. If you got Q&A, it means you have to add some information over here as part of the Q&A. But once you'd like to navigate to something else, click on the web URL, and then you'll be prompt to add a website over here or a video or a link to something external which will be helpful to your team or your colleagues to actually explore. So you've got questions. Click to contact our team. You could add whatever link, and as they browse through the report, they have the ability to click on it and to navigate to an external page. 14. Exporting Your Report: Come back. Now we are ready to actually export and publish our basic report. So we have multiple options over here. First of all, if you navigate to the top right side, you have the option to download this on your Power BI desktop application. If you notice once you are logging into PowerBI for the first time, you have the option to download the application on your desktop, which gives you more functionality. Here you have the ability to go for paginated Report Builder, which gives you the ability to create pages for printout, Power BI for mobile ExleOLekFle Explorer. These are different. Think about them as apps or locations that you will be downloading the Power BI Report too, and then you'll be able to work on it from there. However, if you'd like to work, to just simply use it for your own company, for your own reference, you're going to navigate to here. File. Click on file. Now you have the option, first of all, to save the report, make sure that you do. You click on Save Report. Then you have the option to print it. The other option is to publish it to the web, and then you can embed this on your website, on your company's website. You could export it to a PowerPoint. You could export it to a PDF. You can just simply download it as it is to your computer, and then you're able to upload it to a mobile phone or any other Power BI application. Let's say, I'm going to export this to the PDF. I'm going to click on this it shows me exported with the current values, then I click on Export. So this is going to be exporting my PDF in progress. And here we go. So this is the end result. Here we go. You got your first PDF report. You're able to scroll through fully. You're able to print it out. And if you have added links, we have the button ability to click on the links. And congratulations. So far, you were able to actually create your first report from ATZ based on the case that we have, which is reporting video game sales and statistics. Like I've mentioned, make sure that you download the data set from the resources section of the current course in order to make sure that you're able to access this information and to be able to follow up with us as you are practicing and building your first report. And congratulations. Now you have managed to actually get up and running with Power BI. 15. Wrapping Up: What do you think? I truly hope that you found the class quite helpful. It helped you develop that awareness and understanding about the importance of data analytics, data science, and visualizations in order to make sense of the data regardless of your own profession or your own career. Make sure that you follow my profile for the latest releases and update and feel free to share your feedback on the current class, and I'll see you in the next class.