Power BI: A 5-Hour Crash Course for Quick Report Creation

1. Course Introduction: Hello, and welcome to Power B Crash Course for Quick report creation. The goal of this course is to provide you with all the necessary knowledge needed to build professional reports in Power B by utilizing all of its features. So brief introduction about myself. My name is Abatasia and I'm a Microsoft certified Powerby developer with over 11 plus years of experience. I have worked with many projects in Power BA. In this course, we'll be learning PRB Desta, Power B service, and Power B mobile. So these are all the three components of Power B and we'll be learning all these three. This is a five crash course but with a lot of information. We'll be connecting to various kinds of data sources. We will transform the data, modify the data, and also we'll see how much Cores works, how data gets compressed in Power B, data modeling, what is the use of **** and how to create the dx calculations. And some of the features like Canvas settings, all the charts in Power BI, custom visuals, hierarchy and drill down, drill through, edit interactions, tool tips, conditional formatting, align page view, format painter, bookmarks, including buttons, shapes, images from selection, new parameter fields, sync slicers, custom visuals, visual level features, performance analyzer, appli and clear of slicers. And as we'll see some of the topics related to A and ML like U and A, decomposion tree, smart narrative, column from example, and many more. And also we'll see after publishing the report to Power Base service, like how to create Workspace, how to assign the roles, how Power Query works in Power Base service, how to create the dashboard, role level security, how to install the gateway and schedule refresh, how to share the reports with end users or clients, alerts, subscriptions, and how to create the app in order to share the reports or dashboards. And also we'll see Powerbmble like how to consume the reports and dashboards. By end of this course, you'll be able to create your own professional report like this. This the power bits up. You'll be able to create the report like this after the end of this course. Who can take this course? So this course is ideal for anyone looking to get started with Power B, including managers and stakeholders, press are beginners, professionals looking to enhance their data and skills. Anyone planning to start their journey and seeking a quick hands on introduction to your key features. So no prayer experience with Power B is necessary. This course is designed to help you hit the ground running and quickly gain essential skills. So some of the best practices for successful learning, take notes on important concepts, practice along with me, utilize all the documents in the resource section. I highly recommend utilize the resource section where I have published all the documents for this course, including the applied steps that has been used to clean the data in Power Creditor and formulas used to create the provisional report. Additionally, I have included a handbook that covers all the explained features in PowerPA. This was all about course introduction, thank you, and see you inside the course. 2. Power BI Introduction: Hello and welcome to this course. Now, we will see some information about Power BA. What is Power BI? Power B is a self service business intelligence platform, which includes both desktop and web based applications for connecting modeling and visualizing data. Now, what is meant by self service? Self service means if we can able to do our work, with point and click or dragon drop, that is called self service. What does that mean? Now, I'm just pointing this visual, just clicking this, and I'm dragging some information into this visual. Done. With the help of point and click or Dragon drop, I'm creating a visual that is called self service. In simple words, Power B allow us to transform raw data into meaningful insights using graphs, charts, tables, and other visualizations. That means this is my raw data. So if we see here, this is my raw data. This raw data, we are converting into meaningful insights with the help of these graphs, charts, so and so. There is a brief explanation about Power B. Now. Why do choosePower B? Because Power B is global leader. If we look into this chart, these are the challenges and these are the leaders. See, Microsoft Power B, it is in top place. Okay? Now, many organizations they are shifting towards Power B because Powerb is coming with a lot of features and updates, many more. That's why they're migrating from other reporting tool to Power B. Components in Power Bay. We have three main components in Power Bay, Power way desktop, Power way service, and Powerway Mobile. Our 80% work we do it in Power Way desktop. Risk, we will do it in Power way service, and we will consume that report in Powerba mobile. We can consume in laptop or tablet also, we can either consume in Power Way mobile also. Next. What will happen? Raw data is extracted and transformed in the Power core editor, then loaded into Power B front in. What do you mean by frontin and back end? As soon as you open Power B desktop, it looks like this. If this is our front in. If you want to do any transformations or cleaning to this data, you had to go to Power B editor. This is the back end. So the transformation Sandal, we can do it in Power co editor. These are Power co editor. This is the back end. Once it is done, again, you should close and apply. We'll come back to the front end. In order to create any report, we have to follow one flow. That is we have to transform the data past in Power coorredtor because if we don't have the correct data, we cannot create the reports. Next, we have to create a model in the model view, the data modeling. If we don't have the correct relationship between the tables, we cannot create the report, and we had to write some additional information to the report with the help of dikes. Then we can create the report. Directly we cannot create the report if we don't have the proper data or relationships like data modeling. This is the complete architecture of Power B. Data is coming from different different sources. Data will be stored in different different sources like databases, flat files like Excel or text or Jasn. We have so many data sources. Data can be anywhere. And the data sources. First, we'll bring the data into Power B desktop. Power Query is also called as ETL tool, that means extract, transform and load. First, we'll extract the data from Power data sources into Power B, then we'll transform here with the help of power correlator. Transformation means the cleaning. Then we will load the data into Power B desktop. That is called as Power Quod. Here we will create the data modeling and we can write the *****. Next, we'll create the reports in Power view. Once reports are created, we'll publish the report to Power Bay service in order to consume those reports because if a client wants to see our report, they cannot come to our Power Way desktop in our local machine they can see right. If they want to consume, it should be online like cloud. So this is a Power Way Service Cloud. After that, they can consume the reports to the report from their system or from their mobiles. However they like. Okay. Yeah. That's all I have in this session, we'll see you next lecture. Thank you. 3. About Data: In this lecture, we'll understand the data. So understanding the data is very, very important to create any report in Power B because we should know that, what are the columns we are using and what is this data used for what is the domain of this data? What is the main purpose of this data of this report? By using this report, what clients are expecting. So we have to analyze the data first. So for this training, I'm taking five tables related to the customer product category, product lookup, product subcategory, and territorial lookup. That means for a location table. So these five are my dimension tables because these five tables is consisting of textual data. It's not related to any sales. I have some more information in this folder. It is called sales data. I have sales, but 2022, 23 and 24. These are my fact tables. I have that is in my folder. Now in this course, I will connect to Excel data source and CSV data source and folder data source because my files are in Excel format and f in CSD format and f are in folder. Now we will see what is the data inside these tables. First, we will open product table. These are the products we have. Actually this information, the data related to the DME providers, DME manufacturer, providers. What is meant by DME? It is durable medical equipment. I will show you the products we will come to know. So this company is selling their DME products in US under six states. Just click on DME products, you'll get it wheelchairs, scratches. After surgery performed by the doctor, he'll write some DME products right in order to retrieve from that surgery. So these are the wheelchairs, scratches, some of the things related to the braces or CPM machines. These are the DME equipment. So these are the products the clients are delivering in six states in US, United States. Okay? So I have that information in this product table, what are the products? I have 53 products total and product rise and product cost also in this product. And this is the subcategory of the product. I crutches. We have so many crutches related to this subcategory for this subcategory, we have so many products, but subcategory name is same, and we also have a product category name. The crutches will fall in stock and bill, bracing part will falls in bracing and CPM missions. We have three categories. And also we have some information related to the states. As I mentioned, they have their business in six states in US, US, United States, C one, two, three, four, five, six. Only in six states, they are giving their business. Out of six states, they have some regions, and they have some cities in the six states. We also have the customer table. We purchase those orders, we have that information here, but this is not incorrect format. We have to clean this data in Power Query editor. We have some incorrect information here. We have so many blanks. The headers are not incorrect format. We have some blanks either here. Some textual data in this in this numerical column. We had to clean this data. Is a customer table. This is having first name, last name, some information related to the customer. We purchased that products. Now we have this main table. This is fact tables related to the sales, when it is ordered, the product when it is shaped, or ID is a sales rep given this order, product key, customer key, territory key, line number, or quantity, how many orders are purchased. But this hard ID. What information I have in sales. I have the sales information first three, 2022, 2023 and 2024. Now we will try to bring this information to our Poway desktop and clean the data and we'll create the relationships and create the data modeling, then we'll create the report create some of the dik calculations. We'll see you next lecture. Thank you. 4. Power BI Installation& Settings Update: Now we will see how to install Power B desktop. Open your browser, tron, type Power BA Select the first one, Microsoft provided link. Just click on this. Make sure that you select the English download, select this one. If you are using 64 bit machine, you can select this or else you can select this download. It will start downloading. Since I have already installed it, I'm just canceling this one. You can also download it from Appstore. Just type app in your machine to get Absore here, just search for PowerP. Type such power Bas already instant, if it is not installed, we can install this. Once it is installed, it will be like this. On this we try to do some settings for stock. We will adjust some settings for our better performance. Go here, click on this blank report, go to file. Options and settings, go to options. The first one in global settings, data load, we have to disable this auto data time. If it is enabled, just disable this one. Next to go to security under the security. You have to use map filled map visuals. You have to enable this. If it is disabled, just enable this one. Then only we can use the map visuals here. Show go to preview features. Turn on the field parameters, enable this option and disable this on object interaction. This was our update recently introduced by Power BA. We can also use this one. It is the best option, but since I'm using from long time, I'm not using this option. Now I think we are done with these settings, go to next current file, go to data load. Disable this auto dat time also. If you don't disable this, or we automatically create datables for us. It will be a little bit difficult for us to create a report. Next, go to regional settings. Make sure that we should select this in English United States. Next data load. Turn off this to detect new relationships, so it should be unchecked. Okay. Now once this is done, click on o. If these changes should apply this to Poway atop, we have to close this Poway stop, only to save this reopen. That's it. Our changes will get enabled and powwto. That's all I have, we'll see in next cature. 5. Power BI Navigation: In this lecture, we will see the Power Bed stop interface. My Power Bistop is installed in my machine, open this. It will take some five to 10 seconds to load this my Power B desktop. This is the home page. You had to click on this plank page so that it will open here. This file we have seen how to use the settings and you can see this file share or get these things it's not required for now. We know options and settings, go back. You can also use this option to get the data into Powerb desktop. You'll see we'll bring some data into this desktop for better explanation. Bring Just change the data so stro CSV. Now, I got the table in my power will stop. It is loading. Once it is loaded, it looks like this. The main thing you should remember is these three types, report view, table view, model view. Before that, if it is not lean data, we can use this transform tap. If you click on this transform tap, it will take us to the power coortor. This is the front end application. We can do a lot of transformations here. We have a transform tab, add column, view, tool, so and so. Under this transform time, we have so many options. If you want to split this column into two, you can use this. If you want to remove this column, you can remove this. Anytime if you don't want to that applied, you can click on this to come back to the original state. By default Power B is producing three steps here, source, so it will show the source which is coming from. Promoted ads or we automatically promote the adress from first to header. This type, it is promoted unchanged data type, depends on the data available in the columns. I assigns that dataset based on the first thousand loose. We have some more options in this ad column. If you want to add any dates for this table, you can add that custom column can create. This is something related to the A artificialuns column for example, transform format also you want to make this sales uppercase, we can do that. Out of step, if you want to remove any rows or top or bottom if you'd like to remove top five rows from this table, you can remove the top five. Same Bottom rows you can remove blanks, remove errors, remote duplicates, so on, so information is available here. You can do a lot of transformations. Once it is done, just need to close and apply. It will take us to the Trenton application Power PO or data will get stored in Column no database. This is a PowerPivot. We'll come to know what is mean by Carnot database and how data gets compressed. Now, this section is done transform power correlator. Once that is done, we have to create our data modeling in Model tab. Since I have only one table here, it is not showing any relationships here. As we have disabled relationships. If you have enable that option, automatically Power create relationships, but it is not useful for our training purpose, that's why I have disabled. So we'll do all our data modeling stuff here. Once it is done, we'll go to the table view. So here we can see all the data related to our tables. Here we can create the decks. We have four types of you'll see a new column, new measure, quick measure, and new table. We can also create a dx here also. But this is a data view. We can see the data in this step. The report these colors Canvas. This is where we can create the reports. Just click on on visual. Change this to card. If you want to see total customers, click on that. So here we can do our report these Canvas settings to click this space. Something related to our Canvas page, the report page. These are the filters, visualizations, data available here. Once this is done, we can publish the two Power was service in order to consume the report. For that, we need to save this file first. Then we have to sign in. If we don't sign in, it will take it will not get published. We also have some of the options, we can add text boxes, we can add buttons, we can add shapes, images. In modeling, we have some more things like manage roles, these are related to RLS parameters. We have some advanced pictures. We also have some filter options, bookmarks, selection, performance analyzer, synclaser. In optimize, we have pause visuons refresh visuals, optimized precepts, performance analyzer, upraiser, so on. In help section, this is all related to the Microsoft. If you want to see the version of this desktop application, you can see the version. Learning, we have the separate learning for training videos also available. YouTube videos you'll get it here. Complete documentation about this Power Bay, you'll get it here if you click on this. If you want any assistance, you can click on this support. If you want to find any blog related to the Power media stop, you can seleve this. Community is related to the Power Bay developers, if you have any idea, you can submit external tools like Dax Studio on, you can import this to Power B. If you want to see any examples of data, you can see, these are the consulting services using if I want to use this Power BA for my office purpose, I can consult Ka Powerws team in order to get the best price. I think these are the main options available in Power BA desktop. We'll discuss more in upcoming sessions. Thank you. 6. The Power Query Editor: In this section, we will see how to get the data from different different sources and how to clean the data in Power Query Editor. As soon as you click Power B desktop app, it will be open like this. Just click on Blank Report. So we have option here called Get Data. Click on TG data. First I will try to bring data from Excel file, click customer Lookup table. I have two tables here as in Excel format. Connection is creating. Das preving select the table, click on load. So I will do it transformations later. First I will load this table into Power be restock, click on load. No data is getting loaded from data source to power beta stop. So once it is done, we can click Transform tab and we'll go to the ETL tool called Power Cortor to clean the data. So my first table got loaded. Now, same way, I'll try to bring other data source. You can also click here. Next one is territory Lookup. It's also in Excel format, click open. If you are selecting Excel data source, it will display only the Excel related tables, not CSB files. Let's click on this load. 23 loads gots loaded. Now my two Excel tables got loaded. Next, I have some more data in CSV format. I selected CSB load this data into PVS. Same way I'll do it for other two tables. Click on this textar CSE, selective table. You can open. Lo another table in CSD format, it's product subcategory, open d. Lot. Now we have taken the data from Excel and CSV. Now I have some more data available in folder. So that data is related to my sales. Now this time, I'm selecting folder as data source, click on Connect. You can either give your path name here or you can click on Browse. I just selecting the path name. My folder is located here. I select data. Click on Okay. Three files are there, click on combine load. If you click on combine and transfi we'll take you to the Power Query editor. Query is evaluating. This is my first file. Click on okay. Parameters successful loading data to model loaded. Now, if we see here, This my product category table, so I don't want to do any cleaning in this table. Next same product lookup table. This table also looking good. I don't need to do any transformations on this table as well. I don't need to do any transformations on this table as well, and my territory lookup table also is looking good. Now we have to do some transformations on sales table, customer table. If we look into this customer table, we don't have the data in correct format. We have so many. We don't have the correct column name. We have some incorrect data in column nine. We have some ABC data in numerical data column. We'll see how to fix that. Just click on Transform tab. Got to transform data. Power Query is powerful ETL tool where we can extract the data from different different sources. We can transform the data in Power cortor then we can load into orbit desktop. This normal preview it is showy. I don't need to worry about that. Now, the first thing what I will do is, I'll just rename the table names. So I don't like to keep these big table names here. I'll just rename these table names. You can also do it from here. I don't need to worry about this refresh. Okay. Or Lou product category, changing. Next healthcare product lookup I'm renaming it to just product. Same way I'll do it for product subcategory lookup. I'm just removing the healthcare and Lou. My sales table is in card format I don't need to do anything here. I'll just go to customer table and we'll start cleaning on this tape. Now, the fast row, we have null. So we don't want this column. We don't want this row, how to remove the Fastow we'll go here. We'll select remote to rows. It is in first row. I'll first row. My row got deleted. Now my column is in Fasto. I'll make this column as header. How to do that? We'll go here, se Astro as header. Rostro became header. No, I feel I have some of the duplicate values in this table. We can easily find out the duplicates. Select keyros, we have option called keep duplicates. We have these many duplicates available. So we should not remove the duplicates from here. If we remove this table entire table will get deleted because we have already chosen this step kept rods. This for our reference, how many duplicates are there or not. In order to check the duplicates, I have added this step. So let's remove this. Power BI before this step, what happened is Power B automatically created four steps for us. First one is data source where it is coming from. Next is navigation. Next is promoting headers. Since it is not in correct format, it has not changed anything. Now we made first rose header. Now we know the duplicates are there in this table, we'll remove the duplicates. Before that, check, we have 662 rows are there now. After removing the duplicates, we'll see how many cards are remote. See now it's reduced to 642. 20 re cards got remote. Okay, now we have blank values here. We have blanks. If I can see, here it is null, so easily identified. But if you don't know, you can directly find out the blanks in data source. Level. Now, I want to remove the blank rose, go to remove Ros remove blank ros. Before we had 642, now when blank Row got removed, it began 641. Now I feel I have some error data in this. How to check. If you have more data, it's very difficult for us to check the errors. Now, that's why data types came into picture. Power Bay supports these many data types. Why data types are used in order to check whether we have right data or wrong data, data types are used. So we have so many data types, decimal fixed whole number, percentage, data time, date, time, and so I know this is numerical data, but it is taking a ABC and 123. Now I'll change this to whole number. So as as you changed here, the color guard changed and it is telling us we have two errors in it. We'll remove those errors. Select this option, remove errors. Before we had 641, we have removed those two errors. It became 639. Now I have some unwanted columns are there in this table. So this priority. Here we have less columns. We can easily find out the column name, but in real time, we'll get 50 or 100 columns. It's very difficult for us to select the column. Now we have another option in power query called choose columns. If you select this choose column, but Go to column. If you select this go to column, if you want direct, you go to priority. I will list all the columns. Just click on the priority, the particular column it will get highlight. But if you click on the choose column, again, it will list all the columns. But this time if you select priority, it will keep only that column, remove other columns. I don't want other columns to be removed. This time, I'll go to column. I'll select my priority. Go to priority, it is getting highlight. Now I don't want this priority because I don't have any values in it. I don't want this value. I don't have nothing in this column. I'll just remove these two. How to remove these two. We can click remove Ros or we can right click and remove Rose. We have another option here, remove other rows. If you click this option, all columns gets deleted. I don't want that, go to priority column. Just shift and click value here, remove columns. Okay. Now we have gender, but this is not incorrect format. We have gender dash male, gender dash female, dislike that. But I want only female or male should be there in gender column. So we have an option here called split column. Then you use that split column. So it will ask so many things like Dilimeter or how you want to split by deimere by number of characters by position so on. Now I want to split this with Dalimter Dimeter means the special character. I have special character is hyphen, dash here, or you don't have the dash. We have other option here called custom sent custom, then I'll just kick the dot dash. Now it is splitted into two columns. Now I don't want this column, remove this. We name this gender column. It is done. No, this step is done. I have some NAs in prefix. I don't want NAs to be there. I want to replace this NAs with blanks. How to do that. Come here. We can also get the options here in transformer add column. We'll see what is the difference between transform and add column in next step. Click right click Replace Values. I want to replace NA with blank null values. I don't want to give any number. Just give okay. Just double check. It is replaced with blanks. Cancel this. Now, the difference between transform and add column is when you do any transformations in transform tab, it applies the transformations on the same column. For example, I want to merge these three columns into one column, and I need to make that new column as full name. You'll see the difference. I'm doing that step in transform tap merge columns. The same option is available in add column also. So first, I will do it in transform tap on C. I can get option from here also, but this time, I'll select here Arch column. It will ask the separator. Usually names will get separated with space. Just select space. New column name is full name. Now it is merged to full name. But my prefix first name and last name got removed. But in this case, I want that three columns also to be there. Whenever you feel like you don't want to do that step, you just close that step to go back to our previous screen. Now this time, I'm selecting Merge column in under add column. Same thing I'll select space now, full name, okay. See now new column gets added, and my old columns are still there. There is a difference between add column and transform column. When you do any transformations on transform tub, it applies the transformations on the same column. But if you do any transformations on the add column, it creates new column and apply the transformations. There is a difference. Now, when we go to this educational level, we have some null values. I want to replace the null values with bachelors. So es I don't want to replace. I just want to fill down from bachelor's from this column to downwards. We have an option called fill up and down. If you use filled on, I will get sorry, I think I have selected the incorrect column here. You have to select your correct column in order to do that step, sell the education level, we filled on. Now these nulls are replacing with bachelor's. I know these are related to the bachelor's education level. That's why I did west. The next one is now, this is done. Customer table is looking good. We have cleaned all the stuff. Now, when I go to the sales data, since it is coming from folder, it is giving the source name. I don't want this source name, remove this. Now, I don't have anything information to the product price or cast, but that information is available in product table. Product cast and product price. Now I want to bring that product cast and price into sales data with the help of Much chores. Much Qorus is also nothing but joins in SQL. Select the sales data. Since I want to get data from product to sales, click on merge Cores don't click and merge Cores as new it creates new column, we can merge ores. My first table is sales data. My second table is product. The main thing you should remember is if you want to join two tables, we need common column. If you don't have the common column, then we cannot join the tables. In this case, we have common column called product key product key. Selection is matches 169 out of 1695. We have six type of joins, left order, right totter, full router, inner, left 20, right t. If we select left touter, we'll get all records from first and matching recurs from second. That means in this product table, I have 53 cards. These 53 cards all are there in this sales table. These 53 re cards got repeated so many times here. This is primary key and this is foreign key. Just now, click on Okay. It creates a table for us, click on this one. I don't want all of these columns. I just need product cast and price. Uncheck this. I don't want the prefix should be there. Click on Okay. Now we products into our sales data. Now we are done with our cleaning part, we'll just close and up play. It will load to the power pivot and there we'll see how it looks like. All the records got loaded, all names got changed, data is looking good. Now we will save this file so that we don't lose any of our data. Now I'm saying this encores retails, saving it as orders report PBI. Okay? Save. That's a put pork or editor, we'll see you in the next session. 7. How is data compressed in Power BI: In this section, we will see how data gets compressed in Power BA. For that, I have one CSP file. It consists of 5 million records. This file is huge number of records. So I have loaded this CSP file into my Power B desktop. See, we have 5 million recats. If we look into this table view, we can see 5 million rows are there. If we see here, the original file it is 595 MB size. After bringing this file into Power Bitop after saving this file, we'll see how much the size will be. What will happen here is this is Power Pivot. So after doing some transformations in Power Correlator we'll load into Power Pivot. So this Power Pivot, it will compress the data with the help of tipAG algorithm. VertibeG algorithm is a Columnar compression engine. It was developed by Microsoft. Okay. So with the help of VertiPAG algorithm, the data will be compressed now I have saved this file and we'll see how much MB it cost reduced. See the same file I have saved here. Now, if you look into the size part here, we can see 122 MB. So it was reduced almost 450 B. Okay. Yeah, that is what I want to explain in section. See you next lecture. Thank you. 8. Data Modelling: In this section, we'll see how to create the data modeling. As we know we have a clean data available in Power By desktop. We should remember two things. In order to create a report or in order to use any visual, we need to have clean data. That is step number one. Step number two is we have to create data model. What is data modeling? Data modeling means creating the relationship between the two tables. How we can create the relationship between two tables by identifying the correct tables like dimension or fact tables and by identifying the primary key and foreign key. You'll see how to do that. Now we have three tabs here. We put view, data view, or table view or modern, our modeling part will be in model A. Now, I use this for now. Se Power B automatically created the data model for us. I mean, relationship for us. But it is not a best practice. We'll just remove all of this. Increases a little bit. Decrease try to remove this. You can also go to manage relationships. Just select all of this, delete. It will get deleted data. Is taking some time delete. Now, we have to identify the tables first. Dimension tables and fact tables in order to create the data model. Now we'll close this. We have six tables available the six tables. What is meant by dimension table where I have the textual data that is called my dimension table. I have textual data in customer territory product subcateon but I have the numerical data in sales table. That's why we can call this as pack table. Now we'll create the relationship between these tables. Now I have Customer key here in this, this is primary key. How we can justify this primary key. Primary key should not contain any two p values, primary should not primary key should not contain any null values and it will be one primary key in one table. Now I have primary key in this, I have foreign key in this. This foreign key contains ducal kits, null values, one table can have many primary keys. I'll create relationship between from this table to this table. It is showing one, two, many, or it is showing one too many, we have four types of relationships in P B, one, two, one, one too many, many 21, and many too many. 121 means both tables if you have same re cards. Unique re cards. If there is no duplicates, that is called 121. In this case, it is created as one too many. That means this table customer keying unique values, this table customer key having duplicate values. Star means many, table have many duplicate values. Like that we'll create for territorial lookup, we have sales territory key. Here we have territory key will join this it's creating the relationship. Now we have product key here. We have product key here, we'll join these two. We can save Now, we don't have product category key in sales data. But I have product key here. You can still create the relationship. On product key. Many subcategory is available. Product category, per category. Now, I'll bring this product table here. I'll bring this sales table here for better the presentation. Tables here. Now, these two tables are not linking to the sales table, but the product table got linked. But we have product subcategory key here, but we have the product subcategory here as well. You can create relationship between these two, see it's that one to many relationship. And No, it is formed as a Snowflax schema. Why? Because my dimension tables are indirectly linking to my fact table. Indirectly means these two tables are not directly linked to my sales data. It is linked to product table, then product table linked to the fact table. That is why there is Snowflax schema. Then what is mean B star schema? If all my dimension tables are directly linked with my fact table that's called star schema. That's all we have done the data modeling part also. You'll see in mixed lecture. Thank you. 9. DAX - Data Analysis Expressions: Now we have created the data modeling. What I want to show is, we'll just remove this relationship from territator to sales data and we'll create one visual and we'll see how it looks like. Just click one table, sorry, visual, click some data from territory Lookup state, and in sales data, I want product price. Yeah. Now if we see here, 1 minute, let me switch on the data label. If we see here, all states are getting same value because we don't have proper relationship between the sales data and territorial lookup table. Now, I'm creating the relationship between these two tables territory. Drag this territory into here. This table just can save. Now, we will go back to our visual see now will this change. Now it is showing correct values. That is what I would like to say, Just close this. Close this. Just remove this. Yeah. In this section, we will be discussing on dx. What do you mean by dx? Dix means data analysis expressions and why to use Dix in Power BA. Because if you want to add any additional information by using existing data. For example, I have customer data here, if I want to add any other extra column by using this existing data, we can use dig and we can create that column. We are not going to discuss all the dx functions. We have more than 250 dx functions. My intention on this course is to cover all the available features in short. Now we'll create a couple of dike functions and we'll see. If we want to create dikes, we should go to the section, calculations measure new column, new table. Quick measure we don't use much. We'll use measure new column, new table. Now I'll create my first dike function. So first, we'll create one table. We don't have calendar table. If we want to perform any time intelligence functions, we need calendar table. Even though we have date column available here, but this date column contains a lot of repeated dates, and this date column can contain null values. Can contain duplicate values. That's why it is not best practice to use the existing data. We don't get the exact numbers if we use the existing data column. That's the reason we can create the calendar table. For that, I should click on this new table. We have two tax functions to create calendar table, calendar and calendar Auto. My table name is calendar. We'll just select calendar Auto for now. We no need to give any input for this function, close the bracket and enter. Now the table gets created. But if we look into these dates, it is starting from 19 and 22. We don't want these many recats to be there in our model because our report performance cut slope. How this date came into this picture? Because if we look into this customer table, the first date we have here it is 1922. If we use calendar Auto function, the Power B automatically captures the first date in our data model. That is why it is giving 1,922. In my case, I don't want those many cards. I'll create calendar table with calendar function. Now, just use minimum of order date. When you use minimum, it will take the minimum date from order dat and max of order date. There you go. Now we have column created from 116 2022, 1011, 2024. This is the last date in my order date and this is the first date in my order date. Now this all are unique dates. There is no duplication in this. There is no repeated dates in it. Now I want to change the format of this. I don't want time to be there. I'll just change the data type Here also we can change the data type. Just click on date now it doesn't look good. I will change the format here, I'll change it to short date. Now I will extract some of the columns from this date to here because if I want to perform any if I want to use this month name or a day number, year number, we can use in any of the visuals. Now, this time I'll create new column. I want to extract here first. Of State calendar date. Now you're getting extracted from this date. We'll get quarter from this table column. Same way, we'll select new column This time, quarter quarter of date, not this date. Calendar of date enter. Same way. You can also select here, right click on this, click on new column. This time, I'll bring month number. That I have to use month function. Date will be my calendar date. No month bugtEc The last one is dead. Which day is that record belongs to? You call them. Just named as a day day of calendar date. Now I have month number. I have quarter number. I don't have month name. So we cannot see any visual by month number. The visualizations, it will be not good. We need month name. For that, we have the best dikes function called format. We'll see how to use that format and we'll bring month name in another call. Now we'll name it as month. We use format function. Well, you will be date, which date can rough date. Since it is a textual data, I'm keeping this in bubble codes. Enter MMM. Since we're extracting month, we're giving MMM. If you're extracting day, you can give DDD. This is very lengthy. I don't want these four characters, reduce 23, then you'll get the half name after month. There you go. I think these are the columns I need in this table. We go to the sales table now. I want to multiply this product price with product quantities because I have one, two, three, four products. I mean, quantity, but product prices this much. So I have to multiply this product ties into this order quanty in order to get the total sales amount. Now, sales amount for that particular obro ro ro will get the sales amount. For that, I need to use new Calum. We'll use this sales amount. Product price into quantity. Stress center. Now it added. Now we'll double check. We'll just select one quantity here. Sell the second price is two, three, one, zero int two, 4620. Yes, it is matching. Just clear all filters. Now we are done with our calculated columns, we'll add some measures into this model. Now I want to find total orders in this sales data. This time, I'm selecting new measure. The main difference between calculated column or new column versus new measure is. Whenever you add calculated column or new column, that column will be stored in memory. But when you are creating measure, it will not store anywhere. When you are applying that measure into visual that time, it can be displayed. Now I want to find total orders for this, I'll use distinct count or I use count function because I don't have any duplicate data here. Count of order ID, Enter. Same way. We'll check once total orders are correct or not. Visual, change it to card 1695 it is matching. Same way we'll find out total product. Click a new measure. Remember that we have only 53 products. Total products off. Product Enter. Now, we'll check that measure. Ic now. Drop is here, c1695. We don't have this many products. What it is doing is it is giving all the re cards, including the duplicates. I don't want duplicates should be there in total products. Now, how to do that. Just click on the products, change the function to distinct count. This distinct count will only the unique values. It will display only the unique values. Slick enter. Sorry. Can enter. No, see it will change it to 53 because we have only 53 products available in our data. Now, same way, we have to find out total sales amount. We have sales amount, but that is column. We cannot use this column everywhere. If we create measure, we can use that measure in multiple ways. Now on top of the sales amount, we'll create one new measure, click on new measure. Its total sales amount. Name is mismatched. So this time, I use some. I'm summing total mold in sales amount column. Is a sales amount column. I'm summing all the mold in sales column. See if someone is done, next, we'll find out the profit. For that, just click new measure. To find out the product profit, I have to subtract product price minus product cost. So we have to use two columns here. With the help of some, we cannot subtract. We can subtract, but it will form asen column. But now we need it as measure. Total profit. Equal to. We have another function called Sumx. This one is also called as iterator function. The table name, it will ask for tblum Always the function, it will give the suggestions. The next is table. What is metaboli Metabolism, sales data. Come and expression is what product price? Sorry. Product price minus product cost, closer bracket, enter. We have our profit. And the last measure which will create is profit percentage. We need to find out the profit percentage between the sales amount and the profit amount. New measure. If we want to find any percentage, we usually use function anywhere. Same here. Same like that. You'll use did function here. Divide half my numerator will be my total profit. You have to select your right measure or else you'll get incorrect values or errors, total sales amount. I have two columns. I have one column as sales amount, and this is my measure. Don't get confused. Just Enter for profit, I will drag and drop this profit here. Change it to card, it is not giving correct format because it is not displaying in percentage. For that, just click on this measure, go to here format, click percentage. Now, it will be shown as percentage. We have done with the dag spot next section, we will see visualizations. Thank you. 10. All Default Charts in Power BI: Now we're done with the data modeling, we're done with writing daxqeries. Now it's time to see some of the visualizations available in Power Bastop. Now we have 42 types of visuals available in Power Betastop. These are the default visuals. We don't use all of these visuals in our real time. We'll use majority of these visuals, but not all. But we'll try to cover all of these visuals in this section. If you feel like all of these visuals is not enough to build a report, you can also get more visuals from App store. Those are custom visuals. Now we will see one by one. We have stacked bar chart, column chart, stacked column chart, we have column bar chat, clustered column chart. We have stacked 100% bar chat, By chat, scatter port or scatter chart, bun chart, waterfall chart, KPI, slicer, table, matrix, so card. These two are newly introduced. This is Card new slicer new. We'll see one by one how it works. First, we'll select What. Now I want to see category is sales and profit total sales amount and profit. First we'll see total sales amount, how it looks like. See, it is giving Bars and it is showing the data. We keep your custom here. You can see the CPM is having 711000 $690 amount, followed by bracing, followed by stock on. It is giving in horizontal view. But the same graph if you select in column chart. Before that, it is not differentiating between these two charts. We'll try to add some background in it. This is Canvas settings. We can see all the information related to this page, the canvas settings. This by default, it'll be 16 inch to nine ratio. If you want to change, you can change it later, you can also have custom option. Manually, you can change the height and width of this. But I'll keep 16 to nine, but anint can set background. I'm setting the background and transparently, I'm reading is 20. Now we can able to see the differentiation between these two graphs. We can also add image You can also add image if you want. Same thing you can do it for wallpaper also set some color on wallpaper. I don't want. You can also add image into our background. Now remove this can also make changes for some of the backgrounds in filter section. We usually don't do that. Now we'll see one by one. This is the bar chart. These are stacked bar chart. It is showing in horizontal way. The bars are showing in horizontal way. The same graph I have copy pasted. Now I will change this graph to stacked column chart. Now, these bars are showing in vertical way. Values and all its same. The representation is changed from horizontal to vertical. That is the main difference. We have another chart, it is clustered. So the main difference between stacked and cluster is we'll take profit and we'll see how it works. Now I'm using two measures in one category. For CPM, I have sales amount so and so and I have profit amount, so and so. The same way I have sales amount, so and so, nonprofit amount, so and so in this column chart as well. But this is my stack chart. Stack chart, it will display the two values one next to one. See, this is one and this is one the next to one. But if we select the clustered bar chart, the clustered bar chart, it will display one top of the one. Say it came down, it is in up, but it is one next to one. There is a main difference between staged and clustered that we should remember. Same way we have clustered column chart. Just this one next to one. It is displaying one next to one. We have 100% stack ba chart. We'll go to the next one. We'll try to add some background here. Change it to 0%. We can copy this on solid here to highlight, copy here, go to second page should now, we'll just change it to 100% bar chart. But what happened here is. I will display in percentage wise, along with the values. Out of 100% how much CPM contributed, same amount contributed in CPM category, and how much profit contributed in CBM category out of 100%, how much these two values are contributing towards the product category. In the same way we have clustered column chart, 100% cluster stacked column chart, as I mentioned, we can see one top of the one. We can see it is differentiating with the percentage. There is a difference. These four graphs we now we'll see this line and stacked column chart. We'll copy paste is visual again. I'll come here, we'll change the graph. This graph name is line and char stacked column chart. This visual name is line and clustered column chart. We know that difference between stacked and custom now will change it to higher line and stacked column chart. It is giving the same result. It is giving the same result. Like this chart, stacked column chart. So it is using the same result. But what is the use of taking this chart? Now we have two values so that it is displaying only two. We have secondary line line YXs. That means we have to bring another value into this line so that it will form as a line. I'll bring profit percentage into line Y axis and see how it will be. We have CPM, bracing and stock and bill, CPM, so much amount, profit 83,500. In this, what is the profit percentage? CPM is having? Same bracing is having how much percentage I got? Same way, we can change this to graph to there. So it is displaying in one next to one because it is a clustered column chart and the line also, we can see. Yeah. So those are all the bar charts and column charts. Now it is very important to know when to use which visualization. If we have small amount of data, we can use the column chart or Pi chart or donut chart. If we have medium amount of data, for example, I have subcategory name, that subcategory is having more than 2020 subcategories I have. I want to show that 20 subcategories, I can select this war chart I can bring the sales among here and subcategory nap now What I'm trying to say is in real time, you'll not get this much space. What I'm trying to say is. This is bar graph. We have more number of subcategories. You'll get all Scroller option here. You can scroll this to see the other subcategories. But if you select column chart, you don't get that option. It will be congested. See, it is not in correct format. Maybe if you want to decrease to this much, this is not in correct. But if you reduce this one, you can scroll down C. But here you can see all the options. Non Certa scroll. Even though you get the scroll here in down, but the representation, it's not good. You'll get the scroll option here down, but there is no use of this because see, my column names are not visible, but here my column names are visible. Not common names, it's subcategory names, my bet. Now. If we have more and more amount of data, then we can use table R matrix. We have medium amount of data, we can use bar chart R, we can also use Treemap and we have less amount of data, we can use column chart, pi chart, donut chart, so on and so. We have higher amount of data, we can also use scattered chart. For medium amount of data, we can also use funnel? No. We want to show wise data. Trend. Which visual we have to select? Anything related to time means year, quarter, month or day. It is best show it in line chart. Always use line chart to show the trend data. Now I have selected the line chart. We'll see how this works. I have the year. I'm bringing the year here and now I want to bring my sales amount, total sales amount. It is not giving any value. I think it should be Xxs. Even though it is XXs something is missed here. Yes, I found that tissue because we have created the table, but we miss to create the relationship between the fact table and this calendar table. So now I have date as primary key in this and order date in this, just creating the relationship. It is form domain, save it. This load now we go back to the visual data is showing correctly. 2022, we have so much, 23, we have this much, 24, we have this much. It will show it in line. The trend, it will show it in line. Now, I'll try to bring profit also into this chart and we got a profit. Always you can switch on the data labels if you want. We have this much 194000 sales here in 2022 and profit, 30,000. Okay. Now we'll see the difference between these three charts. We can use these four charts for trend analysis. If we want to show any data by year, month, quarter, and day, we can use these four charts. Now we have seen the line chart and we'll see the area chart. These both are same. So these lines will be filled with some color. That is the only difference we have between these two charts. Okay. Now we have one more. Stacked area chart, 100% stacked area chart. We don't have cluster here, only stacked. We'll change it to stacked and C. C. Now if it's changed to stack, it is showing top of the one. Now we'll change this graph to 100% stacked area chart. I will display percentage along with the values. There is a difference between these four charts. Next we have ribbon chart. It's very beautiful chart in Power B, see how it works. Select the ribbon chart, go to take subcategory. Subcategory. Next, I'll take L amount. What happened is the ribbon chart automatically assign the rank based on the given value. Here we have product subcategory. And the sales amount. Based on this, this CPM is having high sales amount. That's why it is showing first the ranking ranking wise, it is showing. The second one is this subcategory EWH orthosis. I will form as a ribbon. This is the ribbon. Whatever the fill is this ribbon and we can see the rank wise, the product subcategory name and sales by rank wise. There is a ribbon chart. Now we have another chart called waterfall chart, very useful chart. If you want to see any data by breakdown, we'll add some background color into this change to 0%. Now, I want to see wise sales amount category here. It's very important to keep your values in correct axis. Correct position. As you'll not get the values. So here I want to see the sales amount by year, sales amount here by axis, I'll keep this. Okay. Now, what happened here is 2024, we have so many sales. 2023, we have so many sales. 2022, we have so many sales. Now till here, it's good. If it is decreased, it will show in red color. So this is the totals increasing. That is why it is showing in green color. If it is decreasing, it will show in red color. Now, I want to break this with one of my category column. I think I have only three values in my product category. It suits with this, uh just select your product category into breakdown. As soon as you brought that product category into breakdown, it is breakdown now. See, it is turned into red color. Why it is turning into red color? Because here it is not in correct order. It is the starting is 2024. Then followed by 20 2022, but it should not be the case. 2022 should come first. I'll just change it to ascending. Now, see, 2022. This category, bracing has so many sales and followed by CP month, stock and bill, same like 2023, so on. If any sales were decrease then it would be showed in red color. There is a waterfall chart. Next one is ribbon chart we have seen. Next one is funnel chart. So same subcategory I have used in funnel chart. We have medium level of categorical data. So that's why we chose this funnel chart. It is showing beautifully. So the main thing what we should understand here in this family chart is, it will show the percentage, but it will compare with the first subcategory and the last one before to this. So here, it is comparing to the previous subcategory. See, the percent of first is 26.99% of previous is 26.9 because this is first and second. But if you look into this third subcategory, The percent of first is 22.6. That means comparing to the first subcategory, how much this is contributing? What is the percentage of this third subcategory? Compared to the second one, the previous one, how much it will. And same fourth category, we have total sales amount percent to first. It is comparing with the first subcategory, CPM. So comparing to the CPM, what is the percentage of this food subcategory? And compared to the previous one, what is the percentage is having in this food subcategory? That is what? We have scatter chart. These are one of the beautiful chart in BA. Now in this charter, scatter chart, we'll try to bring some columns, bring some medium amount of data, bring product subcategory name into values. Then we'll bring sale amount XX we'll bring some profit amount to x now you can see the bubbles here. Same way, you can also bring your product name. You have the product name, bring that product name. It is displaying all the products in bubbles. Now we have another best option here in this scattered chart. We can also add one of the field to this play axis. What will happen after adding this value to play axis. We try to add here and see how it works. We'll add here to this play axis as soon as you add the play button is enabled now, click on this play button and it will show how the products are increasing based on our share amount for this particular year. There is a scattered shop. And these two charts are very easy. Pie chart and do not chart. So when we have any less category decata, we can use Pie chart and do not chart. So try to change the background color. Transparency zero now. So less category I have in product name. Bring the product name here and bring sales amount or profit amount. Anything is fine. See now, how beautiful it is showing. It is by pieces, it's showing this piece, how much this piece and this piece. But if you add any large amount of data into this, for example, you have subcategory name. If you add subcategory name, it's not looking that much. Same way we have donut chart. See, this donut became clansy now. It's not looking good. So it's recommended to use only a small amount of data to this small amount of category. We have category name. We'll just add that category name to agen. Click on this move the subcategory name and add category here so that it will display in good manner. We have other visuals like Treemap you have. As I told if you have any medium level of information like subcategory name, we can use this Tremap by CL amount. I will display blocks, CPM this much EWHbtesesnbs, how beautiful it is showing. It's very nice. Now we have other charts we have card this one of the repeated charts in every projects. If you want to display any single number, for example, I want to show sales amount in this alone, just click on sale sumo, it will display only the sales amount, only a single value. But you have multiple if you want to display the multiple measures into one card, how to show that we have visual card multi row card, that multi row card. Enlarge this, add some measures into this ladders products profit and total sales sums multiple measures, we can see in this. Same way, we also have slicer. Slicers are used to filter the data. Based on our condition. Our condition here is here. I'll change some settings here. We just select to drop down. Now, if I select 2024, I can see only the data related to 2024. Select 2023, LLC, only the data related to 23. These slicers are very interactive compared to the filters. We'll discuss filters in upcoming sections for understanding I'm telling. Hear me on that. Don't try to bring this here. We have this gas chart and we have another one KPI. These two are also called as if we want to KPA charts. If I want to show my data, show any data in KPI, what is meant by KPA KPA means for every project, there will be a goal. Like for example, for 2024, there will be a certain goal, and we have to check we have met that goal or not. By checking that goal, we can use and we can show the data in Gaze charter KPI chart. For these two charts, we need some time intelligence functions, we have to calculate the previous months sales are the order target, so and so. That is how it works. We have table and matrix. These are the simple visuals. If you want to show any large number of data, Sorry. State category name. We can select multiple columns here. Subcategory name. I want to show sell some profit amount orders products. Okay? In detail information, if I want to show in detail information, I can use this table, and also I can use the matrix as well. If I use the matrix, for the same thing, I'm using the matrix, but you can see some changes. It is showing state wise. Under this state, just click on this one. You can see the products. It creates the hierarchy in matrix. Automatically it'll create the hierarchy. You'll see what is meant by hierarchy in upcoming classes. Don't worry. Now, this is the difference. Here we can see state wise, product category N, subcategory NAs. But here, it is created hierarchy. If you go to the next level, just on this. It will go to the product level. Same way if you come back, it'll show the straight level. That is what this is. With that, we have done our visualizations part. We have left with these two visuals. These are newly added and beautiful visuals. We'll discuss about this in our upcoming sections. As we have these four visuals. These are related to AI and ML. These are also very important and very interesting as well. We'll see one by one this upcoming sections. Thank you. 11. New Card & New Slicer Visual in Power BI (Newly Introduced): In this section, we will see newly introduced charts. These are one of the advanced charts, which was newly introduced, card New and slicer new. So first we'll see the slicer new visual. Just look at the slicer visual. Now I would like to see month name in this. Once name got selected. If we look into this chart, it is not correct format. It is not in correct order. When I change, also it is not taking something is incorrect. Now we'll try to fix that. We'll go to this table. Month name, select the month name and we will sort with month number. We sorting with month name. That is not giving because the letters are different, so I sorted with month number now. Once it is done, we'll go back to the visual and see now it is changed as ending. John Pip March character. Now in this chart, they have introduced a lot of flexible options. The format options, lot of options they have introduced. Like we can sit we can add the images to this chart. We can add the buttons. We can add so many things we can do. The main thing is, I have added tool tape in next page. So in this tool tape, I'll explain how to create the tool tip and incoming sessions. Now I have added tool tip and in this tool tip, I have taken the multi car this card, and in this multi card, I have taken total orders profit and total sales amount. Now for this new sizer, when I keep my cursor here, it should display the total sales orders and profit for this particular month. How to do that. Before we had that option for other visuals, but not for the slicer. Now they have introduced for this new slicer. Now we'll see how to enable the tool tip for this laser. We'll go back to the visuals, to the general TnanaTolTips, two. My report is this one and my tool tip is available in page 11. They select that page that's done. Now, if you keep your cursor, home, you can see the total order sales amount and profit for January month. Even though if you have three years in this data, it will display data for all the January months in every year. 2022, 2023 and 2024, January data, it will give. Next we have card useful. Click on this card new reduce this side. And we'll keep it here. Now, I have card new issue. I wanted to bring my total orders to save some total product, total profit, profit percentage. I brought five measures into single card. We have a lot of flexible options available in this chart. I personally like this chart very much. When we go to layout, we can change the cars to five. Now it is showing only three. Since we have five measures, I'm changing it to five. You can change the car lot value size to 22 or something so that it will display incorrect from it. You can also add a lot of things for this, you can add measures background, everything you can do it for this visual now. When you select cards, we have so many options. We have X and bar. If you can this one, the side on bar, you will created. You can change the undercards, you can change the position like rectangle to round or rectangle. We'll bring this down. It will give a better representation compared to the other charts like cards and multi card. Now we can switch on the border, we can switch on the shadow. If you want, we can switch on the globe. See how beautiful it was. In one visual, I can be able to display five different measures in a good manner. That is what Card knew. See next lecture. Thank you. 12. Creating Hierarchies in Power BI: In this lecture, we will see how to use hierarchies. Hierarchy means organizing data, the related data fields in a hierarchical structure so that it helps us to diildw the data at various granularities. What does that mean? We will see? Now, we have two different types of hierarchies. One is system defined hierarchy and other one is user defined hierarchy. What is meant by system defined hierarchy? Now we have these many tables available. When I enlarge this calnar table, I can see the date column. Under this date column, I have data hierarchy. This was created by Power B. So by system. It is system defined hierarchy. So I can see year, I can see quarter, I can see month, and I can see the day. What happened is now I'll take one column chart. Now I want to see wise sales. I'll just click on here. I'll click on sales. So it is displaying the wise sales, 2022, this much, 23, this much, 224 this much. Now I want to see the sales for quarter and month and data also. If I want to see that, again, I have to come here I had to add this quarter to this chart. Again, if I want to see month wise, I had to come here and again, I had to drop that month here. Again, I have to do the same thing for day. Now this created the drilling options for us. So we can click on this drill up, drill drill up. We can see the hierarchy from here to Dyno. So now we are in her level. If we click on this, it will take us to the next level. This is quarter. If you click on this, it will take us to the next level. This is month. Again, if we click, it will take us to the now this is fine. But again, we have to come here and manually drop all the fields. It takes a lot of time. That is why Power B is automatically defined hierarchy for us. If you dragon drop entire data hierarchy here, it automatically created lung options for all the granularities, here, quarter, month, and day. You can click this and see the next level granularities. So the lowest level in this hierarchy is day. So this day, we can call it as granularity. Granularity means the lowest level in that particular fields. Okay. This is fine. Now, I don't have this hierarchy. In territory table. Since it is a date column, power be automatically identified. Now it is column, this table is related to the country or state or region and city. Now we will see how to create user defined hierarchy. For that, we had to select our first level. So in this table, state is my first one. Region is second one. City is third one. So I'll just select state, click on these three dots. Create hierarchy. As soon as you create hierarchy, it will create hierarchy for us. Now we can see stat in this hierarchy. We'll add other fields also to this hierarchy. We just need to move this. So just select the region, add to hierarchy, state hierarchy because it is state hierarchy. Now, same thing. We'll do it for city. Add to hierarchy state hierarchy. No hierarchy gots created. Now we'll remove this date here. Now we'll bring state hierarchy into X axis. Now, hierarchy got created and the drilling options got enabled. We can see from state level, from region level and the last one is city level. Now we'll discuss about these options. So this option is expand all on one level in the hierarchy. This means, if we click on this, it will include the first hierarchy and the second hierarchy. That means state and region. It will include both. Again, if you click on this, it will include the city also, state region and city. But I don't want to see for all the hierarchies in one chart. If you don't want that, you can use this option and you can drill up. We have another option called go to the next level. Now we are in state hierarchy. If you click on this, it will take us to the region level. So we cannot see the state values now. Just click on this again. It will take us to the city. Drill up again, it will go back to the state. Now, I want to freeze this city and I want to see the regions and cities see smon for this. Connecticut State. I'll just switch on the data levels for better understanding. Now, how to freeze this. We have one option here called click Tn onRllw. So when you click on this, this has got freeze now. Now we will select the state, whatever we need. Now, I'm just selecting Connecticut. So these are related to the Connecticut. You can see that information here. Just give your cursor here. So filters is affecting Connecticut. So again, you can use this button to see the city level. I can go up, go up. So there is options, this drilling up. Thank you. See you next lecture. 13. How to use Filters in Power BI: In this lecture, we will see how to use the filters in Power B. Now, I have created two visuals here in this page one. One is column chart, and it is showing total sales by product category name, and another one is bar chart. Sorry, another one is Pichat. It is showing total sales by product category name. I have also created another visual in second page. This is showing total profit by state in bar chart. Now, we'll see about filters. So we have option in Power B called filter, this section. We have three types of filters available in Power B. Visual level filter. Page level filter and report level filter or all pages filter. By default, we can see these two filters, filters on this page, filters on all pages. Once you click on this visual, the other filter will get enabled. See, filters on this visual. So this is one filter, filters on the page, one filter, filters on all pages, one filter. Now we'll see one by one. If you apply any filters on this particular visual, but filters will affect only for this visual. For example, we have sub product subcategory name. I want to see only top five subcategory name sales. Here we have more than ten, but I want to see only top five subcategory sales. For that, just click here, it will display all the subcategory names. You can manually select, but we don't know which is the first one and which is the second one. And we have three types of filter types. The first one is advanced filtering, basic filtering, top end filtering. Advanced filtering is it will give again, more options like contains starts with so on, so if I use this starts with, if I want to see, only the letters start with C, for example, I use I can give C here, just give on a play. It will display only the letters start with C, CPM, C, C hides, crutches, cans. And I have another called basic filtering. Manually, you can select the fields whichever you like. Now my case is top in. Now I want to see top five subcategories sales amount. For that, just select top in top, how many subcategories are I want to see, I want to see top five. And this is important buy value. If we don't provide buy value, we cannot see those top five subcategories sales amount. So we want to see top five subcategories, sales amount, right? So in buy value will the sales amount. Se amount here, go on sale amount. The last step is you have to press this apply filter. See the filter is affected now. These are the top five subcategories, subcategory, sales amount. See this filter is applied only for this visual, these filters are not applied to this visual. Now, there is a visual level filter. Now we will see page level filter, filters on this page. So if we apply filters on this particular page, all the visuals will get affected. Now we'll select this. I will delete this one. Now this time, I'll apply filters to this page. Now I want to see the sales were only 2024. For that, I add here to filters on this page. If you add here, again, it will show. It depends on the column which you are giving, it will pop up the filter types. For this one, we can see only advanced filter and basic filtering. It is not giving so here we can select basic filtering, and I want to see the sales related to 2024. If I click on 2024, the two visuals got affected. Even though if you have more than two, how many visuals if you have in this page, entire page will get affected. We can see that here. See, this visual got filtered with 2024. This one also you can see this visual affected for 2024. But we have another page in this report. If you go and look into this page, the filters are not affected because we have applied filters only on this page level. The same thing will do it for other filters like filters on this page, dragon drop here to filters on this page and we'll we'll select 2024. Now see these two got affected. This one is also affected. And if you go to the second page, now this one also got affected. That is the difference between visual Lael filter, page level filter and report LawlFlter also called as filters on R pages. Thank you. See you on next lecture. 14. How to use Drill Through in Power BI: In this lecture, we will see how to use drill through functionality in Power BA. So first of all, what do you mean by drill through Drill through allow us to right click on particular data point in a report page and navigate to separate report page that provides detailed information about that particular data point. What does that mean? Now, I have created three visuals in page one and two visuals in page two. I have bar chart, column chart, and pie chart. This bar chart is showing total profit by state. This column chart is showing total sales summon by subcategory name, and this one is showing total sales sum by product category. And in second page, I have a table. This table consisting of some detailed information related to the subcategory. I have orders for the subcategory, products, total sales profit profit percentage. I am also having this donut chart in this page too with total sales by product category name. Now if I create drill through, it will with the help of drill through, we can jump from this page one to page two and we can see the information related to the selected point. We'll see practically, then we can able to understand. Now when we select this page two, we have option here called drillthrough. Under build visuals, we have option called drill through. Now, in my page one, I have something related to state and subcategory. I'll use S here under this not in values under drill through. I given state. As soon as you've given some information into this drill through, this arrow mark it will get enabled. You can control, then press on this arrow. It will take us to the homepage. Now I have states here. When I rightly con this particular state, the drill through option got enabled. Okay. But for example, I'll right cl on this particular visual, that option is not enabled because we have given drillthrough only for state and subcategory. Now I want to see the data related to match hosets. Just we look, drillthrough. So my report page is page two. Just click on this. So it is showing this page two is showing the data related to that particular state which have been selected. That is Massachusetts. How to check that, you can keep your cursor here, we'll come to know. So this state is Massachusetts. We have these many ders in that particular state, total ders products, sales amount, profit, profit percentage. Same like that, we have sales amount for this particular category name for Massachusetts. This graph is also affected with this particular state. Now, how to clear these filters, we can come here. We have this eraser option, clear filter, click on this. I'll get remote. Now I'll go back to that past repeat. This time, I want to see subcategory is drill through. Now I'll select something related to this 1 ft or walkers, right click on this. So drill through is not enable to here because when you go to the page two, We have only state. We are not given subcategory. If we want to use the subcategory, we have to give that information here. Product subcategory can give here. It is enabled. Now, go back to first page, right on the Walkers. It is enabled now page two. Now we can see only the information to walkers. See it is showing only walkers and the product category of that walkers is stop and will that is showing only one. This information related to only for that particular workers. That is all about, drill through. See you in next lecture. Thank you. 15. How to use Edit Interactions in Power BI: In this lecture, we will discuss about edit interactions. So this feature allows us to control how different visuals on this page interacting with each other. That means in Power BA, all visuals are interacting with each other. That means if I click on, I have taken four visuals here, bar chart, column chart, pie chart, and donnut chart. If I click on this main, it is getting highlight and it is showing all the information related to the main. Now how to check that information, you can keep your cursor here. I will display showing for main State, showing for main State, showing for Mainstreet. Now we have option called Edit interaction. With the help of Edit interaction, we can control the visuals. We'll see how to do that. So by default, you don't see that option here. If you want to find that option, you had to select one visual, then go to format. Here you can see Edit interactions. Since I'm highlighting this visual, I'm clicking Edit interactions. See, these three pop ups came out. One is filter, one is highlight, one is none. We have these three types of interactions available. By default, it will be highlight. We don't need to do anything about this action. We will use non filter. Now, I'm selecting this chart. I don't want to highlight this chart. I'll just select none here. Now, if you click on something, this chart, it will not get changed. See, the other charts are getting affected. This chart is not getting affected. Now if you want to remove that, if you want to still filter this chart, how to do that, just come here and click on filter. You know, this chart is also getting highlight. But if you click on this chart, it is still highlighting because we have given edit interaction only for this chart. You can give it interaction for other chart as well. Come here, select this visual. I don't want to display this visual. On something. See the other two visuals are getting affected, not this visual. Just remove this filter. See if it bracing, showing. There is no use of showing one bracing here, so that's why. I'll on none so that this visual, it will not get interact. That is about edit interactions. See you next lecture. 16. How to use Conditional Formatting in Power BI: In this section, we will discuss about conditional formatting. So in the name itself, we have the meaning like we can format any visual based on our condition with beautiful colors or shapes or bars, so and so. Now we'll see how to do that. So I have table visual and I have bar visual in page two. I will use these two visuals to explain this conditional formatting. No select the table. So go to format your visual. So how to find the conditional formatting for table. So we have action called cell elements. So select your column to do the conditional formatting to apply the conditional formatting. So I'm selecting a profit is fine. Now I want to give some background color for this product based on my condition. I'm just turning it on. Click on this FX. See when you move your cursor to FX, you're showing conditional formatting. Make this property change under different conditions that you define. Just click on this. We can apply condition based on gradient rules and field values. We don't have any field values here, so we'll just select gradient. And what is the field? Field name is total profit. We'd like to apply conditional formatting for total profit. This is a basic gradient. Now I want to show highest value in green color and lowest value in red color. Now for this profit, again, highest value should be shown in green, lowest should be shown in red. Just lc on okay. See, the highest value is showing in green color and the lowest values are showing in red color. We can also give the middle color between this add middle color. Middle color will add it to something like yellow. And this color. We can. See, showing like this. But still, it is not looking that much good. We can change this condition based on our requirement. So this time, I'll change it from gradient to rules. Now here we should the condition. What is my condition if my profit is greater than I can see 15,000 and it is in number. That's why I need to select number when it is less than not zero, anything, Max. Delete this. I will go to the number. Then it should show in green color. Convene. Okay. The next one is add another new rule for others. If my profit is greater than 5,000 number less than 15,000. This should match. Since it is greater than 15,000, it should be less than 15,000. Then it should show low color. Under the new rule, if it is greater than zero, and less than 5,000, it should be number. When you're doing it for percentage, you can select percent here. Then should be red color. Green, yellow, red, looking good. Just press on, Enter. Se it's perfectly showing based on our condition. It is showing green color for the high amount, yellow color for this one, red color for this one. You can sort this profit if you want. See it is showing from lowest to highest now. Showing highest to lowest. Okay. Now we have seen how to give background color. We'll see how to give font color. Just turn on this, go to FX. Same thing, you will apply for this as well. If you want to play rules, you can apply gradient you can apply. So we have to for profit only. Highest number green, west number red. Okay. So our font number just get changed our font. Same thing you can do it for this one. Rules. Can also add some bars here and apply the same condition formatting this as well. If you want, you can turn on these icons also. We can apply some formatting here. I'll just select one rule for this. You icon layout, how it should display left side or right side. See right side. Place should show right side. Ex. If you want to change these icons, you can change arrows. Three s is fine. Now, we'll apply some condition for this data. If my value is greater than 15,000 number and less than max delete this number number greater than 5,000 and less than 15,000. This should show if it is greater than zero and less than 5,000 umber. If you don't change the number, you'll get error. Make sure that you should write the correct one. Just click on. Okay. Now see all reds are I think we have given an incorrect way. It is showing red for the highest value. We just go here. If you want, you can reverse this order. Clic on. No, that changed. Green, yellow, red, green for highest value, low is for medium value, red for low value. You can also apply conditional formatting for bar charts. This was not there earlier. It was recently introduced for bar charts. If you want to do it for bar charts, come here, search the chart and go to bars. I want to do it for all categories. Click on ex. Same thing here, rules are gradient. Just select gradient. I want to give red color. I want to add one more color. I want to give green color for the least one. Sic, okay. See it is not showing in correctly. You had to find out this icon ex. So it is taking the field name is product subcategory. That's why is there in that subcategory sales amount. So we have to select sales amount. Okay, okay. Nos. You have medium middle. Even though if you have middle, it is not visible. If you want the proper color, you can use the rules and apply the rules here so that you can get in good format. Yeah, that is a good conditional formatting. See you next lecture. Thank you. 17. How to use Tooltips in Power BI (System Defined & Custom Tooltips): In this section, we will see how to use the tool tips. Tool tips are small, interactive pop up windows that display additional information when we hover over a visual element. That means when you keep your cussor here, this pop up came out and it is showing the total profit for that particular state. If you change if you move your cursor to the dome state, it is showing the total profit amount for that particular state. This is system defined tool tip. We have two types of tool tips, system defined and user defined. Power way will automatically generate tool tip for us. That is system defined. Now we'll see how to create user defined tool tip. For that, I have to create new page go to Canvas settings. Click on Canvas settings, click on Type. We have option card tool tip. See now tool tip Canvas cut created. Now in this Canvas, I'll take you can take any visual. Now I will take multi row cut. Since I have only the profit amount here, I would like to display the other elements in this like um I'll take total orders, total products, total sales amount, and profit percentage. This is the second step which we have to do. Now, we'll go back to that page one. Which visual, I want to see the tool tip. I want to see the tool tip for this particular visual. Just select that visual, go to format visual option, go to general tool tips. If it is disabled, just enable this one. Automatically, it will be enabled. Just click on report page. My report page, this one only on the page tool tip created is page number three. That's it. Done. Now, if you keep your cursor here, it is showing total orders, total products, sales amount and profit for that particular Same thing if you want to do it for this visual, you can do it. Since I have not done tool tip for this, it is not showing. You can select this auto tool dips, just enable page three. This visual is shry. This visual, it is not showing because we have not enabled the tool tip for this one. That's all about tool tips. We'll see you next lecture. Thank you. 18. How to use Sync Slicers in Power BI: In this lecture, you will see how to use sync slicers. Sync slicers allow us to synchronize slicers across multiple report pages. What does that mean? So we have four visuals here. I'll just take slicer here. I want three slicers in this page, copy and paste it. Yeah, now I have three slicers. For first one, I'll take here. You can change the settings, drop on. Second one I'll take month take month name. Same thing, drop on. The last one I'll take. Sort this visual category name. Now, I'll take same visuals. In second page as well. Just copy and paste it. It is asking sync visuals. One or more of the copied visuals can stay in sync with the sync it was copied from. Do you want to keep them in sync? For now, I'll just click on this Don't sync. You will see how this one just keep this here. Keep this down. I don't want this for now. No. What it is mean when I change anything in this slicer, the slicer one. So I'm just selecting year 2023 and August month. See, in my page one, the visuals are getting affected. But if we see here in page two, it is not selected. The visuals are remains same. But if we use synchronized option for this page two while pasting this slicers, then automatically it will get changed the year and month. What I'm trying to say is now I have selected 2023 and month August. Since I have not enabled that synchronize option, it is not automatically taking. But if I enable that synchronize option, it will take it from second page also. How to enable that? Just go to view, click on Sync slicers, click on Slicer. Now Page one and Page two is having the same slicer. Now I want to. This one is the I symbol is visibility. We have the same slicer in page one and two, page two. If I want to sync between these two visuals, I can just check page one and Page two. Same thing. I'll do it for page one page two. And for third one, select the three. Don't close this. Now I'm just removing these filters. Now, select 2024 this time, select June month. Now we are in first page. We are selected 2024 June. If you go to page two, the slice are automatically taken 2024 June. That is the beauty of sync slicers. And so you need to go here and manually do it. If you want to do this one for any other page, while copy pasting, it will ask, do you want to sync this? If you give S, then automatically, it will take. Since it is a tot page, I was not able to do this. We can paste in page four, give sync. I add one visual here. Product category name, something you give total profit. So it is automatically taken. Now, if I change anything in page four, I'm just selecting 2022 now, month December. These two pages also should reflect these changes. 2022 December. We'll see if it is changed or not. 22 in December, 22 December. In page one, 20 December 2022 December, it is changed. Now our sync slices are working. Yeah, see you in next lecture. Thank you. 19. How to use Apply & Clear All Slicers in Power BI: In this lecture, we will see how to use, apply and clear all slicers. In Power BI, slices allow us to filter into the data. But there is a need like all slicers should apply at a time. Now we will see how to do that. Now we have three slicers here. So I can select 2024, March. So when I'm selecting, this automatically, these sos are changing. I'm selecting three times here, one, two, three. Now, I'll remove this. We have two options called apply and clear all slices. You can find that option in Inset Votto buttons. Apply all slaser, clear all slicer. Just click on apply all slicer, bring it down or change the disks a little bit. Okay. Now, this app slices button is enabled. Now I'll select 2024. As soon as I select, see, this is not affected to any of the visual. I'll also select one name here. I'll also select product name. It remains. But once you click on this apply slicer button, the slasers will affect it. So just use Control and click on apply all slicers. So now, at that time, it was selected. Now, if you want to create these slicers, you can go here buttons, use clear all slasers and bring it on and make it hold. Now, control and click on this one. All filters got removed. What is the use of the apply R lasers, but an As? When we select the data from different different slicers at a time, sorry, different different time, what will happen is the queries will send each time to our data source. For example, if I select 2023 here, on query will send. Again, if I select 20 June month, another query, it will send. But if you do like that, in real time, we'll face some performance issue. Now what is mean by performance issue? If any report is taking too long to load, refresh or respond. To our interactions such as filtering, drilling, selecting, et cetera. That means by performance issue. Since we have less data in this, so we are not facing any performance issue, what if we have more than 2 million or 3 million records? That time we'll face some performance issue. To overcome this, that one, we have to use these best practices. This is also one of the best practice to improve performance. When you're selecting year, month category, if you select apply laser button, the queries at a time it will send to the data source. Query, it'll get reduced the time. Now instead of selecting, I set clear laser. Select 2024, vests click on I play us lasers. Okay. See you next lecture. Thank you. 20. How to use Bookmarks in Power BI: In this lecture, we will see how to use bookmarks. These are one of the powerful tool which Power Bay has. Bookmarks are used to capture and save the current state of the report page. What is that mean? We'll see with practical example. For example, I'm taking Brshot just clicking category name. And she smoke? I'm just copy pasting this chart. This time, I'm changing it to column chart and I'm taking profit in this. I also chan the data levels for our understanding for both visuals we have our charts. You don't want this data. We have our charts. Total saw by product category name and total profit by product category. Now, I want to hide this visual beside this one. And when I click on some buttons, it should show the other visual. See in real time, we don't get, you know, a lot of space to develop our report. I mean, to keep our visuals. That time, these bookmarks are very helpful for us to use this kind of scenario. We'll see how to use that bookmark and hide this one visual, one behind one. But this first I will go to view enable selection page and bookmarks page. This selection page is it will show what are the visuals available in this particular page. The tiles. What are the tiles available in this particular page. If you click on the first one, this is the first visual, that is where it is highlighting, click on the second one. This information related to this one. The third one is textbox Babu one. Now, I want to show column chart first and hide bar chart. But this what I should do. I'm just make sure that our two graphs are in same size. How to do that, go here visuals. So this one go to general to properties will make 27430 or both. 272, 430. Now these are correct size. What we'll do is we'll add two buttons here. We have so many buttons. We can add those, based on our requirement and blank button and go to format painter, hide this now, go to styling. I want to add some text in it. So first is chart. Bold, copy this and paste one more time. And the second one is Bar chart. Okay, we have created the button stop. Now, we'll hide this visual inside I can add we can change the name for better understand, go to the selection page. So this is our Okay. Back changing. Marat. So for our reference, I'm changing the names. But in real time, don't change any names like this Bhat or alum hat. This is column shot, not bara. The other one is B Now I'm hiding bar chart and showing column chat. Now I'm in column chart. I will hide this bar chart. I'll show you how it works. Now I'm selecting column chat. I'm hiding the bar chart. Br chart is not visible now. Now this screen we have to capture and we need to give some name for that bookmark. Next same way, hide this column chart and give one name to the bookmark and we'll give action to this button in order to toggle between these two charts. You'll see how to do that we'll hide this inside. Okay. The lines should hatch. Go here for column chart, hide, bar chat. Add the bookmark. Now I'm adding the bookmark. What This is? Column. Same way. I select bar chart. Hide unhide this, select bar chat. No hide column chat. Now, add another one, capture this screen. Bar enter. Now we are done with creating bookmarks. Now we have two buttons here. First, this column chart, enable the action. Under this button, we have action called action. N type of action should be bookmark. And what is a bookmark name? For column chart, I had to column. Same thing, do it for bar chat also, go to action turn on. Bookmark, column chart. We have already given this is Bong. Now weird. Now we will see how beautifully it will work. Now it is showing Bhat. Now I want to display Column chat. If you click on this button, it will display Chat. Again, if you click on this Brchat, it will display bashot. We can use bookmarks in a lot of ways. This one of the way where we can hide two visuals and we can display at a time bom. Now I want to show you one more thing, the help of bookmarks. Okay No, I have this page. This page consists of four, five, six, seven visuals. Now, if I change anything here, if I highlight anything here, all graphs are changing. That means it is filtering and it is displayed. Same thing if I do it here, the other graphs are changing. I do it here, others are changing. Now, how to come back to the original state? How to clear these all filters. Do you have any option here? Clear selection? Yeah, we have option. We have option is not enable now, click on this, deca, select multiple filters, click call this. See it is very difficult for us to remove the filters. Since we have these four visuals, we can go ahead and check one by one and we can remove it. But what if we have more than seven to eight visuals? It's very difficult for us to remove the filters, right? So that is why we'll create one bookmark for this rightly clear selection. I came out or State now. We can also add buttons, or shapes, our images, and we can assign bookmark to that particular. Now we have seen how to assign the bookmark to the shape, how to assign bookmark to the button. Mark shape. We have used blank and we have assigned the shape. We can also add this type of button. Add the book mode. Now I have added one button here. Now, I'm capturing this homepage, the current page. Add bookmark. Just name it. Here. Just close this. Now, click on this, go to Format button. Action enable this one, select bookmark. Or bookmark name is clear this time. Now, select anything you like. Select multiple filters. See now, you want to go ahead and remove all the filters by eking every wish worth. Now if you click on this, you need to use Control here, if you click on this clear button, it will come to your personal posion. That means it will remove all the filters at a time. Okay. You can also set tool tip for this, click on this, know what it is showing. It is showing Control plus click here to follow the link. Just select this one, go to action, go to tool tip, name herasHFlters. Okay? And you mow your cursor here, tool tip is showing clear filters. Just one lick, come back to our original this is one of the powerful features B is having utilize this one. We can also insert an image. I will delete this shape button. Now I will add one image and I will do poop mark for that image. I think so having some images, take this one, reduce the size. Keep it somewhere here. Now, select this one, turn on the action. Select the bookmark as type bookmark line is clear. Select something here in the is this one. Boom, it is working. That's all about bookmarks. See you next lecture. Thank you. 21. How to use Performance Analyzer in Power BI: In this lecture, we will see what is meant by performance analyzer and how to utilize that. Performance analyzer will help us to analyze and improve the performance of the reports. We already know what is meant by performance issue. That means if our report is taking too much time to open, load or refresh, due to some other reasons that is meant by performance issue. Now we will see how to find the solution by using performance and laser. Way to find performance laser, go to optimize performance. Click on this. What will happen here? It provides beautiful insights into how long it takes to load and render visuals, queries, shapes, et cetera. With the help of performance analyser, we can optimize our reports for faster performance. That means click on starting, start recording. It is starting the record. Now, just click on refresh visuals. After clicking on refresh visuals, it is displaying all the visuals here in this box performance unaser box, and it is showing what is the time it took for this particular visual? Now, if we see this total profit by product category name visual, just click on this. Since it is taking more 717 milliseconds. The duration is milliseconds. Just open this enlarge. We can able to see the details of this. Dax core is taking 75 milliseconds visual display. This is Donut chart, it is taking 62, others is taking 580. Okay. So we can see the timing based on the timing, we can take our action. Like for example, if you have used any Dax query for this instead of that Dax query, we can try to find out we can use any other related Dax query instead of that one. We can change the Dax query to the better result. And we'll try to do something here. We'll stop it here, close this park laser for now. Now, I'm adding a new page here, adding the background. In this I'm planning to put header. How to put header, we can use text box. I used text to work and we'll use some for this. Order report. We increase the size of county bolt. This is my head. Now I add another header. This time, I'll use shape. I'm using rounded rectangle shape or I will use the same shape. This is a rectangle shape. Using the shape, reduce the size, go to styling options, change color to white, turn off the poder, go to text and add change the font color to black. Harder report. Increase the size soup quanti. Make it bold. No, we have two headers. One is text works and one is shape. Two are showing the same result because there is no difference between this and this. Now we'll run the performance analyser and we'll see which one is taking more time to optimize performance analyser, start recording, refresh visuals. If we see here, text box is taking 20 milliseconds. It is taking only 20 milliseconds, but our shape is taking 42 milliseconds. Now we can judge by seeing this one, which one to take now. Instead of taking this shape, if we take this text box, we can try to improve the performance. Like that, we can analyze our report with the help of performance analyze it. Thank you, seeing the next lecture. 22. How to use Measures in a Slicer with Field Parameter: In this we will see how to use the killed parameters. Now we have slicer. We have slicer, and in the slicer, we have given year name. That is column. So slicer will not accept measures. Say example, I have total orders or total sales amount or profit. I'll try to drag the total orders into the slicer, see it is not taking. Even though if I click, it is not taking. Now, my requirement is I want to show the profit and sales amount and profit percentage in line chart, and I want to use slicer between those measures. We'll see how to do that. Open your new page, go back room, change the color. Transparency, make it zero. Now. Click on home, create Line visual. In this one, I want to show earwise sales profit profit percentage. It came to Axis, move it to X axis. We'll try to add some data labels. Yeah. Now this is done. So we can see 2022 sales, 2023 sales, 2023. 2024 sales along with profit and profit percentage. Now I want to add one slice for this. And drag the fields totogrophic cell one. It is not allowing me to take it. Now close this. We have one option called field parameters. Go to modeling. We can see new parameter under these new parameters, we have fields. Just click on this. If you want, you can name this parameter. I'm keeping it parameter only. Now, what are the fields I need? I need sales amount, total sales amount, total profit and profit percentage. I'm adding the three fields here. Here it is giving one option like add slicer to this page. If you check this box, automatically, slicer will add to this page. Click on create. So Power BA will automatically create new parameter table for us in back end. Now our slicer got added. See, this is a Dak script which it has written, total sales, the and so on, so we no to this Power BA will automatically generate for us. Now, if I select total sales, it is not changing. It is not changing. The reason is here we have taken sales profit and profit percentage. But these three are included in our field parameters. Now we will take that field parameters measure instead of this one. Where is that parameter table? It is here. Now, take this field parameter and draw into this visual. A three options. Something has happened here. Close this two slicer. Now we have our three measures in this. Now click on sales amount. See, now we can able to see only that total sales amount measure. If you want to see total profit, you can click on this profit percentage, you can click on this 22, we have this much 23 and 24. You can select multiple measures at a time. No problem. You can clear this or click on. So this is a new feature which was introduced by Power B. It was not there earlier. It is a new update. Thank you. We'll see you in the next lecture. 23. Other Useful Options in Power BI: In this lecture, we'll see some of the useful options available in Power B. First I will try to bring some graphs here. I'll just take these two charts, Control C, go to this one, base king size. I'll also bring one more visual from here. Just click this copy Control C, Control V. If you by mistake, if this visual is deleted, if you press Control Z, it will come back. Just save this. Now we have the visuals. Not only visual, for example, I'm deleting this field parameters page. If you use Control Z, that page will come back. But in Excel, once the page fits deleted by mistake, it will not come back again. The sheet. Now we'll go to the page one. First of all, we'll try to change the background. It's not showing in the correct way. Now the first one is view under view, we have page view option. This is fit to page. The default view, which we have in Power B. But if you go to the fit to width, if you close this, it will enlarge something, again, go to fit to page. This is a default view. But if you select this fit to width, this will the screen will maximize for us. The last one we have actual size. This is the actual size. After publishing this report to Power Bay service, after consuming the report in Power Bay service, the page looks like our report will look like in this view. Okay. Go to the default view now. We have format painter also here. For example, I'm doing something here. Just click on this bar. By chart, use S state wise profit. I'll do some modifications with this one. I'm trying to change some effects. I'm keeping background blue. Just for example. Now I'm adding another chart here taking total profit or whatever. I'll take cader Okay. Now there is no background for this, but in this we have background. If you want the same formate options to be pasted in this visual, just come here, click on format printer. Click on this visual. Once you just select the visual, we have format printer here, select that one. This bridge, it will pop up, click on this. If you want to do it for this one also, you can do it. There's a format Control Z. No, I don't want these two shows. I'm deleting this. Now. We have these three visuals, but this is not correct size. It is incorrect size, but this is not in correct. Width is not incorrect exact way. You have to manually adjust the width and height. For example, you have the alignment is not correct. Here you have one, like this. Now what we can do select all these visuals, go to view. M go to format that view, go to format. We have align align left center, right, top, so on. Now we have to distribute first this one based on our requirement. Now I have to distribute this horizontally because these are in horizontal distribute horizontally, go to the align now. Align middle. See it is aligned in correct way. Again, I'm doing this. Just select this. Go to format. Align. I this is not selected. You can also manually select with your mouse by clicking by Control plus left click to align. It is aligned. We have some more options here in this format one. You can use that selection we have. Send back our front, for example, what does this mean, go to inset, bring one shape here, shape, bring that shape. If you try to keep this visual inside this shape, we'll see how it look. So when you click on empty space, that visual is not shame. That means it is their backside of this shape. Now how to bring that one friend, click on this shape, how to format. Bring forward. Bring sorry, we are pushing this shape to back. So send back word, send it to back. Now, click on empty space, your visual, get displayed in frint. There is a options. We'll continue next lecture. Thank you. 24. Visual Interaction Options in Power BI: In this video, we will see some of the visual interaction options available in Power B. For that, I have created two visuals here. Let's click on this. See, we know this filtering option. So if any filters got affected, it will display here. Not only filters, filter slices, both. And next one we have focus mode. If you click on that focus mode, it will enlarge the visual will get enlarged and it will show in clean way. Go back. Next we have a few more options under the three dots, export data if you click on this export data, this file, it will get saved as SB file in our call mission. S here for profit and we'll see what is that mean. Now we have total profit by products upcad here in. Go to this where it is saved. It is saved under my costs thing. Now it is, this is a one. So it is exported in CSV file and given. See now we have the profit for the CPM is this much the same thing. We can see it here. It is giving in CSV format. That is a export option we have. And the next one is show us table. It will show table here only for this. CPM 83,520 800 like that. Okay. Next one is remove. We can remove this visual. If you don't bo, again, can press Control Z, it will come back. Spotlight, only this visual, it will get highlight if you use spotlight. Do. You visual calculation, it's recently introduced if you want to any calculation on top of this visual, you can do this. For example, total profit I will just add total profit plus thousand. The new calculation is 2125. It is added 1,000 to this profit. Go back to the previous one, come here, remove this calculation. We also have salt axis. We can sort with total profit or subcateon. Now it is in descending order, I'll just change it to ascending order. See now it is showing from low to height like that, we can use this ascending and descending order. Those are the options under visual interaction options. I'll see you next lecture. Thank you. 25. How to use Custom Visuals in Power BI: In this lecture, we will see how to use custom visuals. So we know that we have so many visuals available in Power B. These are default visuals. If we need other visuals, we can get it from app source. How to get it, click on these three dots, get more visuals. You cannot also import a visual from your file. Just click on get more visuals. It will take us to the app source. This Micro app source. If you see here, we have so many visuals available zebra performance flow onset with that we have so many. We have scroller. I like this chart very much. See if you find this one, this is Powerba certified. If it is not there, then it is not Powerba certified, sure. We'll try to bring two or three visuals and we'll explain. String scroller. Click on this. Price loading. Yeah. Once you click on scroller, it will give some information about the scroller, how to use that and what is the overview of this and ratings and so on and so. The pricing is this is free. Not all custom visuals are free. Majority of them are paid visuals. We have to check here before inputting. If you click on this Add button, it will directly add to our Power way desktop. But if you click on this download sample, the sample visual, it will get saved. Let's click on add. So it will get at over four wet up. Now it is added, successfully added. Right click and if you click on this about, you can see the certification is certified. So and so information about privileges, about the scroller published by so and so persons you will show the details like that. We'll try to bring another visual from app source. Good app source. This time, we'll bring this d clot This also got added. Now we will see how scroller works. Just enlarge this So we have to check the options first. So once it is downloaded, we have to check the options. Here it is showing category measure absolute and measure deviation. It's nothing but we'll show you go to sales data or take to total profit. Native deviation, profit and sales amount. Now these numbers are in correct format, which is that total sales amount, we try to formal this one. Now it's format. Now, see how beautiful it is. You can do a lot of format options here, close the title. This is good. You can control the speed also here, scroller. Scroll field, you can increase to four or you can decrease. You can also add another fields you can add profit. We'll go to this section. We'll add profit to deviation or you can add profit here. It should take, but not it is not taking. Okay, anyway, this looked like this one. Like, we can see, what is the total sales amount we have and what is the profit amount in scroller. Try to write some speeds very fast. This is good. Now we'll try to see the other visual. We can use a lot of formatting options. We can change the backroom. We can switch off the background. We'll keep this one here. Now we'll see odd Cloud visual. These very simple visual. For example, I want to see only the subcategory names, not the values, only subcategory names in beautiful visual, how to see. Subcategory name, add that subcategory name into category. It will the subcategory names. You can change the font Maximum font will make it 50. If you don't want this title, you can switch it off. See, these are the subcategories. Subcategories available in our table. You don't want the wide breaking, you can switch it off. Now it is looking good, yeah. So these are the subcategories of ours like this, you can download the custom visual from my app source and use it in. Okay. Thank you. See you next lecture. 26. AI & ML related in Power BI: In this section, we will see some of the artificial intelligence and machine learning features available in Power K. The first one is smart narrative. We have created some of the visuals in homepage. Now, I'll use Smart narrative on this home page and see what information I'll get. So as soon as you click on this Smart narrative, it will ask you I will show two options here, CoPtPreview and custom. So we cannot use Co Pallet here because we need premium capacity lens. So I'm clicking Custom. When you click on Custom, this visual is automatically generated some text for us. What it is stating at 42,935 Maine had the highest total profit. So for this one, at 42,009 35, this value mean has the highest profit. So this state is having highest profit was 163% higher than Vermont. That means compared to this Vermont state, this one is having more, I mean, 163% on 73, higher percentage. And also we had the lowest total profit of 16 280. Ormond is having 16 280 profit. I will the brief description of all visuals in this report. That is what I would like to say. This is this smart narrative option. Now, Q and one of the powerful feature. Just click on Q and now assume that we don't have any visuals created as of now. I want to create one visual quickly with the help of Q&A. Q and A means question and answer. If you ask question in this Q&A, it will you the answer. Now I want to see category I profit. Just type your question here. Click on submit. I load. Yeah, see, now I got the answer. It is giving the exact information like in the custom visual, visual which we created. So for CPM, this much, bracing this much and total profit this much. I can also ask Q&A to change the visual in Donut Pie chart. How see it is giving in donut chart. If I want to see it in Pie chart, I can ask and if it is showing in Pie chart. Same way I want to see category wise StewsPfit In Pi. I'll just type this profit. He is giving in bar hat. If you want to see this in column chart, you can just type. Ile you in column status. If you want to take this visual and keep it in your report, you can do that. Just we have one option here, turn this Q and result into a standard result. Click on this. It will create visual for us. Then you can go ahead and change your format options. Turn on the data labels if you want to keep this header so many format options we have, we can do that. There is a Q and. Now we have another artificial intelligence visual. I is called decomposition tree. Just click on this decomposition tree enlarge this a little bit. Okay. Now, what is meant by this decomposition tree in Power way? It is an interactive visual that helps us to analyze data across multiple dimensions, and it will understand the root cause of that particular KPA. That means it will automatically aggregate the data and provides historical view of our data. So what does that mean? We'll see? So as soon as I selected this visual. I can see the options here. Analyze, explain B and tool tips. So for which column I should analyze or which measure I should unlase. I want to analyze with my sales amount. So just give analyze option here, sales amount. And explain by, I want to explain this by category standard product by category name. By subcategory name and state vision city. You can select in number. So now it's creative. Now we can see this plus symbol here. If you want, you can change this color if you like. It's not visible, can come here, bars, go to colors, bar background color, change it to something else. It's just change. Click on this plus. You'll get a few more options. If you want to see high values for this sales amount, you can just click on these high values. It will show what is the high value available in this total sales amount. CPM is having this much high value next bracing and stock and bit. If you don't want to see this, just close this one. Now, if you want to see product category name wise, sales amount, it forms a hierarchy and it is finding the root cause of this particular product. Now again, under CPM, I want to see statewise sales amount. In this CPM, we have these many states. Now I want to see in Massachusetts, how many regions are there. In Massachusetts, we have three regions. Under these three Southwest, how many cities are there? And what was the sales for that particular city? So unfortunately we have only one city in the Southwest and that city sales is this much. Okay, like that, you can analyze and bring a lot of dimensions to our chart. Now if I want to see city wise, Southeast in Southeast, we have to Boston and Worcester we have this much sales amount. Like that, you can analyze this visual. Now, I would like to show one more powerful feature in query, not visual now that I want to go to transform data. Now I assume that we don't have the customer name. We don't have the customer full name, last name, first name, anything, but I want to get the full name. I don't have these three names. Just remove this for our reference. Remove this full name also. Now we don't have these names available. Now I have only email address. Now I want to extract only the first name from this email. How we can extract this. We can extract with the help of the extract wooden, but it should we had to give a lot of things here to extract only the first name. But we have another powerful option here as column frame example. Click on this column from example. So just type CO TT, center. We are giving the input. We're just giving the hint for the power way. That hint automatically is taking and giving the first names in all the rows. In same way, I need domain name in this column. Healthcare, I should bring only the domain name. Healthcare, type healthcare. It will bring all the domains to this. Okay. We can do this for any column if I want to get the only half part of this professional, how to do that, go here. Column from example, click on this, type what is our column, occupation, right? So for occupation, just type PROS. This can be done for entire tableR for selected columns. That is a column from example. Okay. Now I'll come back here, go to home. I'll remove this step. Close this. I don't want to save anyway. Just not now. Make sure that don't save that file. Charles, full name and the first name last night will get delete. Yeah. That's all about A and ML related things. We'll discuss few more topics in next lecture. Thank you. 27. Visuals before and after formatting in Power BI: In this video, we will see how will visual looks like before formatting and after formatting. Okay? Now, I'm taking on bar chart here. In this bar chart, I would like to see subcategory orders. Subcategory, total orders. So this is the visual. I'm not doing any formatting things here, same, copy and paste it this visual next to this. Before that, I would like to change the background color to something else. 50%. We have these two visuals. Now I'm trying to apply some formatting options to this second visual and see how it will. Go to here format visual. So this is my X axis. This is my YXS. So YX, I don't want any values. I want values because these are the main product subcrims. I want the values, and I would like to decrease the size values to eight and Title I don't want. I can switch off the title product sub carry I don't want this layout we'll see later coming to XXsThi one, I don't want this title and values both I'd like to delete those two next. I don't want grid lines, it is not enabled. Now, I want to see only top five subcategories, not all. We already know how to use the filters and select tf per. Now I'm selecting the visual subcategory. Top five orders, total orders, here, just apply. Now top five got selected. Disable this one. Now, I would like to enable data labels, come here, scroll down data labels. Under this data label, increase to decrease it to eight. Columns, let it be. Display values, it's okay. Magron want layout on one. Now it's fine. Now I want to make some nice coloring for this YXS values is to open this autocloring, select this one. It's looking good now. Now I want to change something else to this title. Okay. So category orders. I'm decreasing it to ten and changing to CY, keeping it in middle, use this bold option. I would like to change this color to blue, navy blue. Just come here. Now, space I don't want, I want to increase the space between these bars. Not this space. Come here. You can, uh, check your option if you don't find there. Space between label and music? No, this song like dance. I think under bars we should increase the space. Now it is 20%. I will try change and reduce it to 30. Now maybe 35. It is looking good now. I would like to give some border to this. How to give the border here, turn on the border color this electronice color for this and decrease the width 2%. Now it is looking good. Now, I would like to change the colors inside this bar with the help of conditional formatting. Select bars FX. Ax means conditional wherever you found XS, you can give the conditional formatting. FX is more colors. Kick on FX. I had to use gradient. I would like to use more color I'd like to use. Selecting the colors is very important. You should plan before designing any report. I would like to add middle color also and middle color. I'd like to use. These are the hex codes. If you are planning to develop any report before starting the report, just plan the colors and background and all. No person. Okay. No, I don't want this one. This is a legend. I don't want this legend. Tour. If you to find that legend, just come here, type legend, turn it off. Now still that conditional formatting is not applied. Now we'll go and see what is the reason. So it did that. See, the field I selected subcategory instead of total orders. That is why it is not taking in card Nos how beautiful it was. We can add some other formatting to this could effects. Tour on the visual border. Make it some gray rounded corners. 15%, if you want, you can reduce to three. Now, this is soda. Now we have I don't want this much big name here. You can delete and keep whatever you like. If you delete here, the changes will not reflect here. Only it will change from this x section. Only for this show I will change the two orders. If you see here, the tool tip showing subcategory orders. If you want to change the tool tip colors, you can go here. Role dip, let it be, change the color to something else. You can select whichever color you like depends on your requirement. Now this is that difference. Then go to view, fit to width. Two. Now we can see that difference how beautiful it is after applying the formatting, see? Now, we have this visual. If you want to apply the same type of formatting to this visual also, it is very easy. Just select this visual. It is two steps pos. Select this. Select this printer, three steps. Click on this. That's done. Now, this visual is also having same type of formatting of conditions, whatever this visual. Okay. Yeah. Thank you. 28. Create Report from our learnings: Now we'll create one beautiful report from all our learnings. I have deleted all the pages. Even I have deleted the bookmarks also, which you created earlier. Now we'll try to develop one report. First, what I'm doing is I'm just keeping header. I will take one shape rectangle. Turn off the border, change this color to 003060. No do this heces so that it will be useful for you. 0060, 30. This my primary color. Now I'll use text name for this we'll keep it later. Now, you add another shape, same thing, rectangle one. Before that, I will change the background color two. This one. Transparency will keep zero. Okay, this shape, color, I will change it to white. I'll turn of the border. Yeah, no. I want to show all my KPIs in this card new. Taking the card new enlarging it. I'll take all my matrix. Total ladders, total products, sell some profit and profit percentage. Next I will do some formatting here, go to layout. I have five categories here, increase the cards to show to five. Category use change it to we will bold, make it 20, but it will size and the labels be tall, it would be 11 The sales amount, I will remove the extra characters here. Go to color values. Settings apply to total sales amount for this display and its value decimal places too. The connote values will make it. Make sure that you select. We have reduced and now we'll do something in cards. For all cards, I'm changing the shape to round rectangles to you best view, size let it be border background, let it be shadow, and still not looking good, and change it to something and try to increase this 18. Now, the der, it's two k, it's not that much good. Now, select ders come down, display in its None. I'll go to background. Select this one, leave. It is included in this background color. Now, I don't want this much rounded carves, come here. Cards rounded columns, 16. Yeah, this look good. Let's make it done. Switch on the accent bar. Use this color. The first one. Two, five. It's looking good. You can also add images if you want to the cards, and go to here, click on the Image turn Sills, for example, orders, if you want to insert image, you can insert that, you can change the settings here, fix size, turn it off. You can reduce the size also. But here I don't have that much time. I'm not adding any bar here. It is not going. Now it came back to our original position. Now we have added the card. Now, I want to show sale profit amount in line shot I will take one line shot. Move on. This size is good, grease this much. I want to add ear hierarchy into this and sales and profit. It is taking in YXs move to XXs now I have total sales amount on profit by year. Now we'll try to apply some condition I mean, formatting to this, we should go to xs. This is my XXs, this is my YX. I want to categorical means it will show like this. I don't like to show it XX values I want, I don't want title. For these are values, title, the E, which after that YXs don't want value title, turn it off. I don't want this legend as well. So turn up the legend. I can see some grid lanes here. I don't want that grid lens. So by any chance, if you can't able to find the option here, you can directly check here. So what grid lines of closes. Now, go to the title and change the title name sales and profit trend. Sales confit trend and change the font to two CVI, make it 12, keep it between middle of this, and I will try to add some data labels for this. So how do add data labels turn on this. Okay, now, go to Markus going also add markers for this. The data allables are not incorrect. Go to the data ables again. For total sales amount, data labels, position should be abo. Same thing for total profit, Cision should be abo. This is looking good now. I'll go to Markus section. For all the two lines, I need to switch on the marks. There is a markers available here. I think. Okay. Now markers got. Now I want to change the line colors. So go to lines, select total sales amount. Scroll down, come to color. Now primary color, I'll keep it 003060. 60. Enter. Now secondary color for this profit amount, I would like to keep the secondary colors 05 c9d. Just make this code so that it will be useful for you. Now I'll try to do some options in general but effects, be visual border color, change it to white with this fine rounded corners, make it 15. Now this is absolutely good. Now we will go back to the other one. See, I have taken the year here. That's why it is not showing any hierarchy. I want to see for quarter month and Here as well, select the hi date here. As soon as you select hierarchy, it will show like this. Don't worry about this, scroll down, scroll up, scroll up. You go to next level, you can find the quarter, go to next level, you can find a month like that. You can change the numbers you want if you want to change it too. Thousands, you can come here, go to data labels for all position is fine. Sales amount first. Values. Display thousands. Values displays now it is showing in thousands. Okay. Now I want to see top five orders by subcategory. I'll copy paste this chart here. I'll try to reduce some size. It should be same for both. What is the size for this? I will make it 245-22-4520. A little bit drag this here. It drag this here. This is good. I'll remove this date column here, these two also removed it. Now I'll change this two column chart. Now I want to add subcategory N. And I would like to add orders to this one. I can see subcategory is orders now. Now, I would like to change the title here. The titles would be subcategory wise orders. Now I want to restrict these subcategories to five. How to do that? Go to view filters. We already knew this. We have already seen just select this visual subcategory advance stopping, just select five. So based on orders, I would like to see the top five apply. Now done. Now I want to apply some conditional formatting to this one. Just select here, the format or visual, go to bar or go to columns, and columns, click on FX. Based on gradient, highest value will be my primary color. It is 0030, 60, and I would like to add middle color. My middle color will be zero double five, my D and the lowest value 68 BB. 68 BE three third color. Now I'd like to give this color based on total orders. Okay. Just click on. Okay. Yes. No, it is changed. You can also do some extra formatting here. You can switch on the border and the border color you can give it to this 30% white or you can also give 50% darker. I'd like to give this one only nice. Now, I would like to increase the width two is okay. I want to space between these, I will increase. I make it 50. Now you see, it's looking very nice. Yeah. Now the next chart I want to add here is funnel chart on this funnel chart. What is the size of this? Would here to 45 20 make the same change for this as well. Before that, I would like to add our numbers here, stay twise Total orders. See, now we got it. Now I would like to apply the same formatting to this visual from this one. Just here, Bridge this one. Now, you need to do anything, it's automatically changed. You just need to go here, If you want to add any other things, you can do it, but this is looking good for me. I'll try to bold these headers, go to title. Bold Bold. Come here. Bold. Okay. Now I'd like to add another chart. In this chart. I want to see categoriys sales amount. This is our chart. We'll try to make some changes to this. Even you conditional formatting, you can use this format painter. Now it is looking good. Oh, I don't want this much with title. Change the title to revise sales amount. I would like to include legend for this. Then only it looks good, Legend included. I'll just bring it to bottom center. But I don't want this tight in switch off the title. Now it's looking good. I have. Bhart same thing. I'll do it for I'll copy page this. I'll change it to donut chart. But here, I would like to see profit amount instead of sales amount. Bring profit amount here to these values. Done. We can see the profit amount for this one. Try to increase this. Way to increase this. Keep this one. No, it is looking perfect. **** has a header to title category, from a fit. Okay. We are done here now. I would like to add some slices to this, click on the slicer. Make it small, even smaller. Keep it here, and I want to see here to this. I want to add any hierarchy here to the slicer, rest here or to slicer settings, use dropped on. I have the slicers. Now header, I want to see CLI, make it ten values, make it ten, is fine, little bit decrease the size. Now, come here effects visual border, change it to this cutter. It's looking good. You can round the shape if you like, go here, go effects visual powder, rounded corners would be ten is fine. Now this is looking good. Same thing, I'll copy paste two more times. Second one, I will take month name. It is not showing in correct order, we'll change that. Now for this one, we'll change, we'll change it to category name. It is showing very big, you can rename it here. If you rename here, it does not affect the visual. Rename it to category. We can align these three, select these three, go to format, align, distribute vertically because these are in vertical size, align middle. I think don't mistake align center. These three are looking good now. Now if I select here here, it is not showing in correct way. I don't want to interact this visual with slicer here. Sect this, go to format, edit interactions, turn out this visual. Now if you select anything, this visual hotacF category, I don't want to interact the two, turn it off turn it off. Now done done. Now I want to create one bookmark for this because if I select anything here, if I want to come back, it's difficult for me to come back clear selections, go by go back. For that, I would like to bring one image. We'll take this image clear, make it to 40%, 40%, keep it somewhere here. Okay. Nope. I'll take the bookmark, go to Vw Goop Marks, add, I'll give a name as clear. Homepage, like this. Clear homepage. Close this here, select this one. Switch on the action, switch on the type to bookmark bookmarks, clear homepage. Sclose hide this hide this. Now we will check this. It is working or not. Use control. It is working fine. I don't want the book filters here, data. Now, I would like to keep some header to this. I think I did Border is turned off, style is there. Effects, grow. That's fine. It is looking fine. Now, I would like to keep some header. You'll keep it in some advanced level with the help of scroller and we'll see how it will be bring scroller, to get more visuals. You have to pin that visual to our visuals, then only it will save or else it will not save. Just type scroller. Let it low Import. Now, just write like this one. Okay. We have the scroller bring this scroller here. We will keep this scroller as header now and we'll see how it will work. Keep it here, increase this size and this one. Just use one orders here, total orders. Now, come to the settings. Background color change to this. Effects background switch it off from here. Is not throwing. We do some custom text like order or report. Think status indications fine. Scroll, speed is fine. Text, color is fine. We'll switch off the title. Okay? No, it is looking in correct way. We'll change the background color. What is my background color? You can select from here also. We have used this color for our header. Just if you just copy that, select the scroller, go to scroller background color. I add that color here. Now see. Ours, I think I did some spelling mistake here. Ours report. If you'd like to change the text color, you can change Okay. Is my text color, make it white only. Could be looking good. Now, this is our header, scroller. We can do a lot of formatting options as well. No. I add a name to this, just add home. I would like to create another page. But this time, what I do is just come here, just duplicate this page and rename these two details and delete all of this. I don't want this. I want to show only table. So for this one, action we had to change because this was captured the home page. Now this page. We'll do that? Well create one table. In that table, make it size a little bit like this. In that table, I would like to see product name category product subcategory name. I want to see State sales rep. We can see sales rep parcel in the sales data and the matrix we have created. I'd like to show total orders, sales amount. Fit amount profit percentage. Profit percentage, no, remove this. Rename these columns. Product and this one is category. Let's rename this and this one is subcategory. Name this two subcategory, rename this. I think I have taken the state hierarchy here. We don't need the state hierarchy, close it. I just want to take state here, come here and add state before this sales rep. Now I have state sales rep, total orders, I'll change it to sales amount. I'll change the stock profit. Okay. Now this is looking good. I will decrease the space so that I can see all other columns. I'll try to do some formatting for this style press. We'll take minimal. Board header. Board header is fine. It should be grid only borders should be options, values. If you want, you can keep it eight and you can increase the size of this column. Now, I don't want totals for this, which of the totals. Be here. Column headers, make it to 12. No, ten is fine. Text color is okay. Background color, we will change it to this color is looking good. Yeah, it is looking good. Now we'll try to increase this to 11. Alignment, middle. Column header Middle. Increase to ten only. Don't want 11, this us size. A size. Now total is fine, specific column condition formatting we don't want now. Style precedes will take Walter neross looking good. Yeah. I is looking good now. Column heter change color to this one. And these values will try to keep it in values. Column headers. It's fine. Specific column product on, keep it middle. Same thing, do it for category. Han apply to header apply to total, keep it middle and subcategory also. Oh sorry. Keep it on. Keep it middle. No. State, middle, and sale sp, switch on D bit middle orders, same thing, do it. Sale am thing for that. The last one is profit. Okay. No, this is really looking good. If you want to add conditional formatting, you can add for this. Now, I would like to see a profit next to profit two decimal numbers to that, sell it to your profit column here. Can also do it from here, two dismal numbers. It is changed. Now it is matching. If you have any alternate numbers apart from this zero, it will be good to see. That's right. Okay? Now, I want to create some drill through functionality to this table, how to do that. We just add state here to this field. It has been created. Reduce the size. You don't want this much excise. Go to style. Icon color line will change to white. This is good. Try to increase this size of scroller. You can see this, go to homepage and we'll check if it is working or not. Select Ostate Main, right details. It is showing only the details too. Now, clear this. You'll select bookmark for this one. Now, this bookmarks is for homepage. We'll add another bookmark, go to view, bookmarks, I Clear details. You have added this, Seret this one, change the action from homepage to clear details. We'll check if it is working or not. S one thing. Just click on clear function. Yeah, it is working. That means it is working. We have created homepage and retail page. So next we will see how to publish this report in Power Bay service, and we'll see how Power Bay service work, how the clients will consume that report, how to set up the gateway, how to create the workspaces. We'll discuss so many things. Power BA service section. Okay. Thank you. 29. Working with Power BI Service: All right, it's time to publish our Power Bay report to Power Bay service. It's a cloud based account. Now we will see how to publish this report to Power Bay service. So in order to publish this report, we need to create workspace first. So understand that this report is created in my local machine with the help of Power Bay Desktop. If anyone want to see this report, they cannot come into my system and see, right? If they want to see, we should publish this to online. That online service is called as Power Bay service. Okay, now we will see how to publish this report. Before that, we'll create one Workspace. Workspace is nothing but a folder in this Power service. It is like folder. So I'll start it from if you want to log in, just type app.powerby.com. It will take us to the ORB service. Since I have already logged in, it is not asking any login credentials. If you're logging from the first time, you have to give your login details. See, this is my work account. Okay. So Gmail accounts are IHO the other accounts will not work here. If you want to log into Powerby service, you should use the W account school account. So we have so many blocks or materials is available in Google, like how to create a free Powerbe service account. You can look into that. Now, as soon as you log in here, we can see a lot of tabs available here. The first one is, you'll get all the things related to Microsoft 365. If you want to enable, you can enable those have outlook, I'm enabling it. I have also teams I'm enabling it. Okay. So these are related to this user for this account. So now we have open Mail and Teams. Now we have another option called Create. Here we can same Power B desktop, we can get the data from different different sources, and you can create a report. Okay. Next we have Bros in this, it will show the recent activities and favorite if you make any report as favorite, that information will show here. This shade me uption is very important. If anybody shared any report or app or dashboard with you, you can come here and you can see like it's fabricated thing, we need to discuss about that. This app is also if anyone shared any app with you, you can see it here. We'll see how to create App Bundle. Metrics not required, monitor are required, learn, these things not required. So we have to concentrate on this part, my workspace and workspace. The difference between my workspace and workspace is if you publish your report to My Workspace, no one can see your report except you. This is not a shared folder. But if you publish your report to spaces, and if you give access to that particular person, he can come in that workspace will be available in his account also. For example, I have logged in with my name. If anyone logged in with his name, for example, John logged in, if I share this workspace to his account, his email D, once he logged in, he can able to see that workspace. He like this. I'm already having so many workspaces, but these are for different purpose. I'm just creating the new workspace. How to create workspace, just click on New Workspace. I name this workspace as orders Workspace. If you'd like, you can give description. Domain Admin because I'm Admin. If you want to add any logo to this workspace, you can add any you can add. Advanced functions with the Owner, it will show I'm having Pacess click on apply. It Now, my workspace is created. Now I'll go back to my Power By desktop. So this is the publish option here in my Powerb desktop. So just click on publish. It will ask for the same option. No, I have to sign in first. See here, I have not signed in. In order to publish this report to Powerb service, I need to sign in. I have already copied the email address, just continue. T us some security details. I'll get caught to my mobile to my authenticator app. In real time also, we should do the same thing. It's logging in. Something is showing, but that's fine. See now, I logged in. Now, Il publish. Once you click on publish, it is showing all the available workspaces. So I just now created RS workspace. I would like to publish my report to this RDS workspace, select that workspace and publish it. M Okay, it is published. Go back to your Power Base service account now, just refresh this page to see that report. Yeah. Now, as soon as we publish that report to Powerbas service after refreshing, we can able to see the two tabs here, one is report, another one is sematic model. Semtic model is nothing but our dataset. Whatever the data is available in our Power Bay desktop, this all data, I get loaded. Okay. Now we have some options in Workspace. We can create app, manage, access workspace settings. These are the general settings of our workspace. This is details I have given. I'm having pro license, so on. Manage access. This is the important thing. If you want to share this workspace to anyone else, you can add their email addresses here. But it should be within your organization. It will not take external things. Okay. Just giving the same account because I don't have any other things. I'll make Admin this guy also. Like this, you can share your workspace. As soon as the opposite person logged in, he can able to see this workspace, and he can able to see the reportant semantic model. Now, that is how we can create workspace. Now while assigning this workspace to other people, it is showing four options here, admin member contributor and viewer. These are other roles. If you give admin access, he can get all the permissions to this workspace. He can add members, delete members, he can add content, he can create report, so many things he can do. But if you give member access, few of the, you know, permissions he cannot get. He cannot add other people as admin. He cannot delete this xpace. That type of things he cannot. If you give contributor access, he can only contribute to that particular Workspace, he can only create a report or he can only do some changes to that report like that. But he cannot add any other members or he cannot make anyone admin. If you give viewer access, he can only view that particular report or dataset. He cannot do any modifications to that report. That is what you should remember. We usually give view access while sending this workspace to any of our end users because I don't want my data to be lost. Just close this. That is the workspace rolls. Now, we'll see one by one options in this report and sematic model. First, we'll see in report, click on this report. So this is the report we have created in our Power Bay desktop. You have option you can use fit to screen. Fit to with our actual size or also you can full screen. Yeah, see how it looked like. Now, we'll see other options. We have file option where you can save as a copy of this. You can download this file as PBX file. For example, if you lost this file which you developed in your Powerbeatstop, and if it is available in PowerBs service, you can download this file, it will open. Okay. In Power Vdstop manage permissions. You can also manage some permissions here. Okay. For now, I don't have any permissions or these things here. We'll see how to do that permissions. Print this page, you can also print this page. You can generate a QR code. Once they use that QR code, they can able to access this one. See? Now that you are graded QR code, scan it from mobile device to access this report directly to save QR code left, download button. So if you download this, it'll get download. If you scan this QR code, be able to view this report. It will last some kind of permissions, you had to give that permissions. Now, this will discuss settings. These are the general settings of this report. No need to concentrate on this one. Now, this is the main thing Embed report. If you want to share this report, you can directly, you can share it here. Like you can give their email address, select the email address. You can copy the link before sending, send. And also, you can mail this I will ask for the credentials of the email, can also send email. See, I don't want now. You can either send in teams or you can open this in Power Point. That is how you can share within your organization. Now, if you want to create a link and share to any of your endcers. So we can open this option embed report. We can publish this report to SharePoint or online also, website or portal, but this required some security aspects. Published to public, contact your admin to enable embed code creation. We usually don't use that option, but we will use this option, website or portal. So once you click T, link will generate, copy this link, go to Teams if you want to send to this guy, you can send if you want to send to anyone, whoever person you would like to send just copy and send. Now, click on this. Click on that link. It will directly open the four way report. Before that, it will ask for the login details, due to some security reasons. That is how we can share our Power Bay report in these ways. You can also chart in teams. Directly you can send this report through teams. A link will get generated. You have to give opposite person email address order to send this. Se link automatically it came here, just need to type their name. Share. Explore this data. I don't think so. It will be useful. If you want to explore any kind of information here, you can do this. For example, I want to see product name. I matrix it is showing. I would like to see the total orders for this. See? Automatically, it is creating a visual, but I don't think so it is useful for us. But in some scenarios, it is useful, but not always. Don't save. Insights. So this option is very useful. But unfortunately, I don't have access to use this option because it works only on premium account. We have two types of accounts, pro and premium. If you click on this kit, it will ask for upgrade to premium account. I don't want to do this now. What this option do is if you click on that get insights, it will show all the insights for this particular report, like sales or happened for 2022 this much or this much, this much like a narrative, smart narrative. Yeah, smart narrative, it will show. You can also subscribe to this report. What does that mean? Create subscription? If I want to subscription name. I'll give orders. So why to create this subscription if you create the subscription and give your end user email address here if they want to see this report periodically, that we can set this subscription. So they will get email on that particular time with the page. They no need to come for the service and open this. They can get email and with the page, I will show you how we'll get it. Is not required date start time will take this date, you can give date, whatever the date you like, how many days you want, I want till December 31, I can give. Don't require now. Daily or hourly or weekly, how you want to send this. Now the time is three, I'm scheduling at 12:15. A. Now this subscription got created. So after creating the subscription, the opposite person, he will get the email. Whatever email which we have shared, they'll get this email like this. Trust sender it should show the PowerVRport page Yeah, a little double click. You will get the report page. But it is just a screenshot of this report. It is not interactive. You can download this report or you can use print screen and see the values. Here's a quick, email to check. You can also print this if you want. There is a subscriptions. Just close this. It is not closing. Now we are seeing the subscription. Now set alerts is one of the beautiful advantage we have in Power Bi. For example, I would like to set alert to this visual. What happens is we have total orders by state. So measure total orders, we have charges changes what changes we have to set is I orders becomes greater than 454. For this particular state, we can set alert. Or if any changes happen to these particular orders for total orders, I should get email or I should get teams message. I'll just select email. Now. Since I am the owner of this one, showing my name. If you'd like to add any of your end users or managers, you can add their email address. They also will get email stating your report has been changed and the reason is your orders got increased like that, you'll get email. I'm not required. I think we have to select Opokspace. Set a space that supports Microsoft fabric atoms. Okay. Before it was not there now it is asking me to dll it to fabric account. I think I don't have the fabric account. That's why I was not able to set an alert. But that's fine. So this is how you can set the alert. So if any changes happen to these orders, you'll get the alert message to your email or teams message. You can also do same thing for other visuals. If you would like to see select this one, you can select. You can also select this one. You can select depends on property if you want to set an alert to change or you can select the action type email or teams and you can create that alert. Now, sets done. Edit. If you want to edit this report in Power Base service, you can edit this. For example, I don't want this chart. I would like to sit in bar chart. You can edit this the same options. I'll get enabled. So Legend, I'm turning it off, you can save this file. Okay. I don't want to do that steps. Control, controls it will work here also. There is a edit option. You'll get a lot of options here, like what are the options available in desktop? Not all, but you'll get majority options. That is the edit. Now we will see how to create the dashboard. The difference between report and dashboard is report consists of detailed information, like report can be consist of four or five pages. But dashboard consists of a single page with information from all the five pages that you should remember. We can bring the visuals from page one, page two, page three. Till page five, we can bring and we can put it in one page. Now, we'll see how to create. Click on this new item before it was showing list. Now it is changed to some other screen. Power BAE monthly, it will get updated. We have to follow those updates. Just click on Dashboard. Dashboard, I will name it as Orders dashboard. Just create Now dashboard is created. So I don't have any information in this dashboard. Now, dashboard options, we have the same thing. You can file, manage permissions, share teams comment you can keep. You can also subscribe to this dashboard. Like we have subscribed to this report, right? We can subscribe to this dashboard. You can also edit this dashboard, okay? Now, we'll go back to our report and we'll create the dashboard. Click on our report. Dashboard creation is very easy. You should remember one thing. We cannot add filters, I'm sorry, slices to our dashboard. If you want, you can pin entire the page to this dashboard, but not the slices. See, these options is enabled, the pin option. But for this slicer, it is not enabled. Now I would like to see this matrix in my dashboard, just need to click on that pin symbol. So existing dashboard or as dashboard, I would like to pin this, just click on that. And I want to see this one. We have the pin symbol right pin visual. Just click on this. Existing dashboard. Now, this. Click on this existing dashboard. And this table also, I would like to see. Just click on pin visual. Pin. Now, click on. Go to Dashboard, or you can go back and see your dashboard name. Now, this is a dashboard which you have created. You can enlarge this. See, this is not interactive. If you click on any particular visual, it will take back to you for that particular report. Should be very careful on that. Now how to go back to the dashboard, come back, enlarge this. It is not visual. Oh. Size decrease it. Okay. Now we should arrange this in correct format. Keep it here, keep it here. Let's keep it here. Let's sent table, keep it here enlarge this table. Yeah, now dashboard is created. Dashboard theme, if you'd like, you can use any theme. You can download it from your computer or you can use theme like this. A dark theme, or color blind theme. Custom theme also you can do, then change something to your theme. Just cancel this. Don't save. Edit theme. I'll use this color blind theme. Just save this. It is created. Dashboard is created. This is single pitch. Gonna also add some kind of tile here, tile like a heading. You can use the textbox, click next or is the tile name? Orders dashboard, keep it middle. Just apply. See, you got your tile. We'll get options. I make this here. Okay, we can change this heading and you can keep however you like. You can delete this and you can do. Also have something related to content Ospace lineage, open usage metrics. If you open this one, it will show how many members have seen your space or report or dashboard, so on. If you see this matrix, it will show the detailed matrix of the usage of this because we have just created this workspace, so no one has seen. It will show views by user. You'll get the email address, the email address, total views, how many views happen. These are the metric of this. I go back system is very slow. That is how we'll create report. Now we'll see how to refresh the report automatically. I mean, the schedule refresh. Automatically means schedule refresh. If you want to do manual refresh, it's very easy. Go to Workspace, click on the workspace. See now dashboard gets added. Go to sematic model, or you can directly refresh here. Just click on refresh. The time I got error message stating schedule refresh has been disabled because we have not set any schedule refresh. Now we will schedule refresh to this. We also have so many options here. You can explore this data unless in Excel, you can delete this report, quick insights, page reports, manage permission, so on, so. But those are not that much important. The settings, whatever we have it here in sematic model, these are important. So click on settings in order to set schedule refresh. So the main thing is if we want to set a schedule refresh, we need to have gateways installed. Not for all the cases if our data resides in on premises data. Data sources like X, I mean, flat files like Excel, CSB files or the databases like SQLs or poqule. This type of on premises data sources, we need to install data gateway. What this data gateway will do is it will act like bridge between our data source on premises data source to Powerbs service. To get the data from premises data to Powerba service, gateway will be helpful. Okay? But if our data resides in Cloud data sources such as Snowflake or SharePoint or somewhere or data breaks. So that time we don't need to Enable any data gateway. No need to install any data gateway. Now we will see. Gateway connections. See, I have already installed gateway. It is showing like this. If you don't have the gateway, go to downloads, click on the data gateway. So gateways are two types. One is, standard mode, and another one is personal mode. So standard mode is also called premises data gateway. Okay. So the difference between standard and personal mode is if we install the personal gateway, we cannot share it to anyone. But if you install the standard gateway, we can share it to our colleagues. So in real time, our company will assign standard gateway for us, not the personal one. Okay, we can download this gateway. Since I've already downloaded, I have the gateway installed. I'll just check the settings. Hm is data gateway install. Just open this. It is all set up. You have to sign in with your email address. Just copy it from here. Next, Same thing you'll ask for the security, email address, and password, and you'll get your message to your authenticator. Authenticator is Microsoft app to authenticate in this app. Then you can able to install GatewR you can able to log into data or Power service. Close this so this is the settings which I have to do it. It is loading. I'm getting some error. ASD gateways can't figure correctly, but is unreachable due to local network connectivity problems. So I'm getting some problem here. I have to fix that. After fixing that, I had to restall this gateway in order to work when I was on so I need to check my system it is unreachable. I think I had to run this from somewhere. I'll do that steps later, but I will do the brief explanation of this gateway. If you want to schedule refresh, you have to configure this gateway. For example, 1 second. This is my report. Go here. You had to create the connection first to this, how to create connection. Come here. This is my gateway. You can give two connections, new connection. Connection name is ST gateway Gateway name, connection, we can keep orders test or something. The connection type is. We have used three types of data sources here. One is Excel, CSV and folder. You had to give the connection for all the files. So our Excel file is this one, you have to path where it is coming from Antication windows in real time, you'll get Windows or SSO login. You can use that password as well. If you don't want, you can skip this for now, close it. I'm not doing that connection now. Once connection is done, you can come here, schedule. You can set the time and you can add the time frame and you can set it. Now I got one message. I think it's for the subscription. See now, I got subscription. Email for this report. Now, I got the screenshot of this. Now easily I can understand. So many Rs are there. These many. After refreshing data, they'll get some other numbers in this. If any arras get added, they'll get their numbers here. This we'll get email for subscription. Now, we'll come here. We'll set the schedule refresh. For Pro account, we can schedule eight times per day. For premium account, we can schedule 48 times per day schedule refresh. Once it is enabled, our data will get refreshed on the given time frame. If you want to schedule daily or if you want to schedule monthly or weekly, you can do that. That is how schedule refresh works here. I think we have almost all the topics here. Now we will see how to use role level security. What do you mean by RL security? Roll level security, we have two types of role securities, static and dynamic. If we want to restrict the data between users by any state or region, any condition, that time we can use RLS. For example, I have six states here in this report. I want to restrict Massachusetts states to data to only for that particular user, how we can do that. We can use RLS and we can achieve that where we can find that RLS, come back to Powerba desktop, not in Power Way service. We have to do two options. We have to enable two options. One is in Power B desktop, next one is Power way service. I'm doing the static one, not the dynamic one. Since time is not permitting me to do it, manage roles, click on you, again, I will show it to you. I think I'm going fast. Click on modeling, manage roles. Under this, click on U name like main because this is a state name. I would like to restrict the state with particular user. Main next, select the table where it is available. So this state is available in this table, territorial table. Now, click on U. Now what is the main state State equal to main. It is done, S No, it is saved. Just close it. We can also check that role security here in this page A, click on VS. Now, see this view access got enabled for main, select this Poka. Only the information related to that particular state. Main only should display here. It's not showing anything. Okay. Did I do any mistake? State is correct, right? MINE. Is correct. I think it is not saved. It is saved. This new state equal to m this. Yeah, maybe something is incorrect in Main State. I think or I don't have any data in that. Now I have changed it to Wormont State. See now I can able to see only the information related to the armont. So whoever login with their email address will see how to give access to that person in Powerway service. Now we can able to see only Warm information. Now we have to republish this because we have enabled the level security here, save Workspace, Ads workspace. Replace. You can also click here to go to the Pb service, but I will go it from here. Just refresh this page once. Now, go to the sematic model, not to the report. Sematic model, click on these three dots. Go to security. We have option called security. I have not changed the name here. It is still showing the main here. Go to manage rolls. See this one. Maybe this one. Is Vermont, right? So just see this. It is showing main here. It should not be main. It is Vermont. Close this, go to home, republish this. Select your workspace, der workspace, select, replace because we have already this report is available. That's why it is showing to replace audit refresh this page. No, that is changed. We can test here also, give the test viewers test. It will open the information for this is taking time. See now it is wing in Ormont State. You don't have any person here. That's why it is showing. You can give that particular person email address here, whoever there in Vermont or whoever want to see only that Vermont state data, you can use their name and click on add. I'll get added. Once they login from their account, they can able to see the data related to that Vermont. Make sure that you should give only the view access in workspace. If you are sharing workspace, they should get only view access. If they get other options, then it is not useful. That is our O level security. The last part, what we'll see is we can create the app and we can share this three dashboard report or semantic model at late. No, we don't need to share the semantic model or dataset because no one interested into this data. They want to see their report. That is the goal main goal. So if you have like ten or 20 reports or dashboards available in the same workspace, we can create the app and we can easily send it to them at a time. Now what is the app name? How to create the app, select your space, create app. Oh my app name is Orders app. Okay? Just this is creating for testing purpose. I'm just giving one of the name here. App theme color will ask. You can set whichever theme you like. Okay. Next, we have to add content. What is our content Dashboardon report, select the content. If you want more, add more, can you can add those as well. Click on add. Next is audience who you want to share this report or dashboard. It will display it will give the preview of this dashboard report. Okay. S. Meanwhile, it is giving the preview of this report. If you want to share to the entire organization, you can share. No need to add their email address. Whoever is having this Power Bay service account, they all will get this app, but I don't like to do that. You can add your end user email address here or client email address, we're requesting this app from you. Just publish. Dentro. Something went wrong to second. It is not showing. And cancel this. Quickly create this app, test, color, select contact information, show these items, contact for the soak space. Basically, it's me. It's not required. Go to add add Content Add audience. Add the audience name. I'd like to show this. Let's try to copy this one. We are hitting some issue. Why is this much slower today? Oh, I'm facing some Internet problem. I'll try to fix this. That is the reason. Oh. I just suddenly deactivated. 2 minutes. Key. Forgot connected to my phone. Is connected. I try to relogin this. Quickly, we'll create one app. Go to Rocks piece. Create app. The name is Orders. At content. Audiences should come publish, publish. Now it is being published. You'll get this link. Copy this link and you can share whoever you want. Open that app will get open. But this was shared just now. It will take five to 10 minutes in order to show it in their systems. I have used my name here, but I don't have any other account. That's why I've selected my name. I'll go to. So if they open and click on these apps, they would get that app here. See, I already got this app, just click on this app. It will show, so I selected the background color this one. It will show the report on dashboard. We can create the app and send that report and dashboard. I think we have covered all the topics in Power Bay service. Yeah, thank you. Thank you very much. 30. How to consume the Reports & Dashboards from Power BI Mobile: We have seen how Power BD desktop works and how Power Base service works. And we have created one report in Powerb Desktop, and we published Powerba service. There we have created Dashboard. Now it's time to explore Powerba mobile. So for a better explanation, I'm using my tab to explain this Powerba mobile. You can also install on your phones or tabs. There is no difference between it. Now, I have my Power B desktop here. Before that, I will show you how to install this. Like it's simple, just go to Playstore, search for Power B Install. Now I'll go back to my desktop. Open Power B as soon as you click, you can see the six steps here, home favorite app or space shared with me more. In home, I can see this many things under favorites. I can see one report. If you want to move any report or dashboard to your favorite in Power Bay service, you can move that so that it will reflect in Power Bay mobile. This is a profile. My profile, I'm using Rosens Next, if you go to apps, we have two things here. This we have created in Power was service. One is dashboard, one is report. If you open the dashboard, this is a dashboard which we have created from multiple pages. If you go to the report, I read this report and I will check if it is interacting or not. Yeah, it is working fine. Select slicer, clear this, go to second page. Perfect. It is working fine. This is a app and you have another option called shared with me. Whatever the content or reports or dashboard, if anybody shared with you, you can find that information here. This more, we don't find any other information useful. Then go to spaces. These are space orders workspace. You can also, if there is no app created, we can check or dashboard or report here in this workspace. It will be very helpful for end users or client, or CEOs, or managers to access this report or dashboard anywhere. If they are traveling, if they want to see the status of the report or dashboard, they can open their mobile or tab and they can see it easily. So these also the same type of dashboard I have here in this workspa the report. We have two pages here, details and form, and these are filtering properly. That is what I would like to show in RPA mobile. This is all about B mobile. Thank you. 31. Course Exercise: In this section, I'm giving you the assignment. This is the exercise you have to do. I'm giving you the PDF of this report consisting of two pages like this. Page one and page two. These PDFs, you can find it in resource section. Also, I have given all the data related to this report in resource section. Once you do that, read this course because ratings are very important. Your feedback is very important to me and will encourage me to post the next course. Take the screenshot of the rating and mail me at Shotsa training Instut at the Gmail Make sure that subject lane should be exercise one or B crash course. This is how you can write. Once you do that, I will send you the solution for exercise one, and I will send you the exercise two, along with the solution for x two. Okay. Thank you. 32. Thank you Note: Hi. This is a quick note to say thank you to you for indulging into this course and reaching this far. I really appreciate it. I would really happy and appreciate if you'd rate us. It will really help me. And if you have any queries or doubts, you can mail me at Sybathsia Training Institute at the rtffmil.com. And I will drive my level best to resolve your queries as soon as possible. Thank you and all the best.