Pro Power BI Dashboard Creation: Building Elegant and Interactive Dashboards with Visually Arresting Analytics

✍ Scribed by Adam Aspin

• Publisher: Apress
• Year: 2022
• Tongue: English
• Leaves: 526
• Category: Library

✦ Synopsis

Produce high-quality, visually attractive analysis quickly and effectively with Microsoft’s key BI tool. This book teaches analysts, managers, power users, and developers how to harness the power of Microsoft’s self-service business intelligence flagship product to deliver compelling and interactive insight with remarkable ease. It then shows you the essential techniques needed to go from source data to dashboards that seize your audience’s attention and provide them with clear and accurate information.
As well as producing elegant and visually arresting output, you learn how to enhance the user experience through adding polished interactivity. This book shows you how to make interactive dashboards that allow you to guide users through the meaning of the data that they are exploring. Drill down features are also covered that allow you and your audience to dig deeper and uncover new insights by exploring anomalous and interesting data points.
Reading this book builds your skills around creating meaningful and elegant dashboards using a range of compelling visuals. It shows you how to apply simple techniques to convert data into business insight. The book covers tablet and smartphone layouts for delivering business value in today’s highly mobile world. You’ll learn about formatting for effect to make your data tell its story, and you’ll be a master at creating visually arresting output on multiple devices that grabs attention, builds influence, and drives change.
What You Will Learn

• Produce designer output that will astound your bosses and peers
• Make new insights as you chop and tweak your data as never before
• Create high-quality analyses in record time
• Create interdependent charts, maps, and tables
• Deliver visually stunning information
• Drill down through data to provide unique understandings
• Outshinecompeting products and enhance existing skills
• Adapt your dashboard delivery to mobile devices

Who This Book Is For
For any Power BI user who wants to strengthen their ability to deliver compelling analytics via Microsoft’s widely adopted analytics platform. For those new to Power BI who want to learn the full extent of what the platform is capable of. For power users such as BI analysts, data architects, IT managers, accountants, and C-suite members who want to drive change in their organizations.

✦ Table of Contents

Table of Contents
About the Author
About the Technical Reviewer
Acknowledgments
Introduction
Chapter 1: Dashboard Basics
The Power BI Desktop Window
View Types
Switching to Report View
Creating Visuals
The Visualizations and Fields Panes
The Visualizations Pane
Ways to Add Visuals
Deleting a Visual
Copying a Visual
Changing the Size and Position of a Visual
Resizing a Visual
Moving a Visual
Searching for Fields
Types of Data
Defining Aggregation
The Format Pane
Format Pane Cards
Conclusion
Chapter 2: Table Visuals
Working with Tables
Creating a Basic Table
Changing Column Order
Renaming Fields
Removing Columns from a Table
Table Granularity
Enhancing Tables
Adding and Removing Totals
Formatting Numbers in Reports
Font Sizes in Tables
Changing Column Widths
Inhibiting Automatic Adjustment of Column Width and Enabling Text Wrap
Sorting by Column
Formatting Tables
Table Style
Adding and Formatting Titles
Modifying the Table Background
Table Borders
Shadows
Row Formatting
Table Grid
Column Headers
Field Formatting
Formatting Totals
Conclusion
Chapter 3: Advanced Table Visual Techniques
Conditional Formatting
Background Color
Text Color
Set a Color for the Text or Background Using a Data Field
Color References
Data Bars
Icons
Sparklines
Markers in Sparklines
Display Images
Image Sizes
Display URL Links
Displaying URLs
Displaying Link Icons
Setting Another Column As the Hyperlink
Reset Visual Formatting
Reset a Card of the Formatting
Reset All the Formatting for a Table
Copying Formatting
Exporting Data from a Visualization
Conclusion
Chapter 4: Matrix Visuals
What Is a Matrix?
Creating a Row Matrix
Column Matrix
Viewing Records
Displaying Multiple Values As Rows
Formatting a Matrix
Stepped Layout
Displaying a Row Hierarchy As Separate Columns
Formatting Drill down Icons
Adding or Removing Subtotals in a Matrix
Formatting Subtotals
Placing Subtotals
Custom Subtotal Settings per Level of Matrix
Column Subtotals
Visualize Source Data
Sorting Data in Matrices
Conclusion
Chapter 5: Card Visual Types
Cards
Formatting Cards
Multirow Cards
Formatting Multirow Cards
Sorting Multirow Cards
Switching Between Visual Types
Conclusion
Chapter 6: Charts in Power BI Desktop
A First Chart
Creating a First Chart
Converting a Table into a Chart
Deleting a Chart
Basic Chart Modification
Basic Chart Types
Column Charts
Line Charts
Pie Charts
Donut Charts
Funnel Charts
Multiple Data Values in Charts
100% Stacked Column and Bar Charts
Essential Chart Adjustments
Resizing Charts
Repositioning Charts
Sorting Chart Elements
Data Details
Conclusion
Chapter 7: Advanced Chart Types
Scatter Charts
Bubble Charts
Playback over Time
Waterfall Charts
Ribbon Charts
Dual-Axis Charts
Line and Clustered Column Chart
Line and Stacked Column Chart
Trellis Charts
Automated Chart Analytics
Scatter Chart Symmetry Shading and Ratio Line
Symmetry Shading
Ratio Line
Conclusion
Chapter 8: Formatting Charts
Multiple Chart Formatting
Legend Display
Legend Position
Legend Title
Chart Title
Data Colors
Adding Chart Data Labels
Removing Chart Data Labels
Total Labels
Chart Background
Plot Area
Axis Modification
Modifying the X Axis
Modifying the Y Axis
Gridlines
Zoom Slider
Column Spacing
Chart Borders
General Attributes
Chart Aspect Ratio
Specific Chart Formatting
Line, Area, and Stacked Area Charts
Series Labels
Pie and Donut Charts
Ribbon Charts
Funnel Charts
Scatter and Bubble Charts
Trellis Chart Formatting
Conclusion
Chapter 9: Other Types of Visuals
Tree Maps
Formatting Tree Maps
Legend
Data Colors
Data Labels
Category Labels
Title
Background
Lock Aspect
Border
Gauges
Formatting Gauges
KPIs
R Visuals
R Options
Python Visuals
Python Options
Decomposition Tree
Formatting a Decomposition Tree
Key Influencers Visual
Paginated Reports
Conclusion
Chapter 10: Third-Party Visuals
The Power BI Visuals Gallery
Loading Custom Visuals from Disk
Removing Custom Visuals
A Rapid Overview of a Selection of Custom Visuals
Aster Plots
Radar Charts
Bullet Charts
Word Clouds
Streamgraphs
Tornado Charts
Chord Charts
Sankey Diagrams
Horizontal Bar Chart
Attribute Slicer
Histogram Chart
Countdown Timer
Infographic Designer
Custom Slicers
Conclusion
Chapter 11: Drill down and Drill up
Expanding and Drilling Down and Up
The Data/Drill Ribbon
The Drill Down and Up Icons
The Context Menu for Matrix Items
Matrix Drill down
Expand All Levels
Displaying Data at the Previous Level
Displaying Data for a Sublevel
Drilling Down at Row Level
Drill Down Using Click-Through
Drilling Down at Column Level
Including and Excluding Matrix Elements
Drilling into and Expanding Chart Data Hierarchies
Drill Down
Expand All Down One Level in the Hierarchy
Go to the Next Level in the Hierarchy
Including and Excluding Data Points in Charts
Drill Down and Tree Maps
Conclusion
Chapter 12: Maps in Power BI Desktop
Working with Bing Maps
Creating Maps in Power BI Desktop
Using Geographical Data
Geographical Data Types
Define the Data Category in the Data Model
Add Multiple Levels of Geographical Information
Drilling Down in Maps
Adjusting the Map Display in Power BI Desktop
Positioning the Map Elements
Zooming In or Out
Multivalue Series
Cross-Filtering Data
Filled Maps
Shading in Filled Maps
Shape Maps
Map Keys
Adding Shape Maps
Formatting Maps
Maps
Data Colors
Category Labels
Bubbles
Map Controls
Map Styles
Tooltips
Shape Maps
ArcGIS Maps
Creating an ArcGIS Map
Selecting a Basemap Type
Adding a Reference Layer
Adding Infographics
Conclusion
Chapter 13: Filtering Data
Filters
Collapsing and Expanding the Filters Pane
Adding Filters
Applying Filters
The Select All Filter
Clearing Filters
Adding Filters
Removing Filters
Filtering Different Data Types
Filtering Numeric Data
Range Filter Mode
Numeric Filter Options
Filtering Date and Time Data
Date and Time Filters
Date Filter Options
Relative Date Filtering
Filtering True or False Data
Advanced Text Filters
Applying an Advanced Text Filter
Clearing an Advanced Filter
Reverting to Basic Filtering
Text Filter Options
Top N Filtering
Specific Visualization-Level Filters
Multiple Filters
Page-Level Filters
Filters on All Pages
Filter Field Reuse
Requiring Single Selection
Using the Filter Hierarchy
Filtering Tips
Searching for Filters
Don’t Filter Too Soon
Annotate, Annotate, Annotate
Avoid Complex Filters
Conclusion
Chapter 14: Slicers and Cross-Filtering
Slicers
Adding a Slicer
Hierarchical Slicers
Applying Slicers
Clearing a Slicer
Deleting a Slicer
Converting a Slicer to Another Visual Type
Modifying a Slicer
Date Slicers
Formatting Slicers
Slicer Orientation
Adjusting Selection Controls
Adding or Removing the Select All Box
Enabling Multiselect
Enabling Single Select
Setting the Exact Size and X and Y Coordinates of a Slicer
Formatting the Slicer Header
Formatting Slicer Items
Sorting Slicer Elements
Switching to Dropdown Slicers
Exporting Slicer Data
Using Charts As Slicers
Charts As Slicers
Cross-Filtering Chart Data
Cross-Chart Cross-Filtering
Cross-Filtering Data in Bubble Charts
Charts As Complex Slicers
Column and Bar Charts As Slicers
Specifying Visual Interactions
What-If Slicers
Custom Visuals As Slicers
Timeline Slicer
Timebrush Slicer
Chiclet Slicer
Text Filter
Choosing the Correct Approach to Interactive Data Selection
Conclusion
Chapter 15: Enhancing Dashboards
Formatting Ribbons
The View Ribbon
The Insert Ribbon
The Format Ribbon
Formatting the Page
Aligning and Distributing Visuals
Aligning Visuals
Distributing Visuals
Aligning to the Grid
Displaying the Grid
Specifying the Exact Position of a Visual
Adding Text Boxes to Annotate a Report
Adding a Text Box
Moving Text Boxes
Formatting a Text Box
Adding a Hyperlink
Removing a Hyperlink
Deleting Text Boxes
Text Box General Attributes
Modifying the Page Background Color
Images
Image Sources
Adding an Image
Removing an Image
Resizing Images
Formatting Images
Background Images
Adding a Background Image
Some Uses for Independent Images
Adding Shapes
Formatting Shapes
Lines and Fill Color in Shapes
Adding Text to a Shape
Shape Rotation
Adding Glow and Shadow to a Shape
Removing Shapes
Switching Shape Types
Shape Effects
Standardizing Shapes
Organizing Visuals on the Page
Layering Visuals
Grouping Visuals
Mobile Layout
Remove Visuals from the Mobile Layout
Exit Mobile Layout
Report Themes
Conclusion
Chapter 16: Multipage Dashboards
Multipage Dashboards
Adding and Removing Pages
Renaming and Moving Pages
Page Visibility
Applying Slicers Across Multiple Pages
Repeating Slicers on Multiple Pages
Synchronizing Separate Slicers
Drill-through
The Source Page
The Destination Page
Applying Drill-through
Multiple Levels of Drill-through
Drill-through Across Power BI Files
Page Navigator
Pop-up Tooltips
Defining the Tooltip Page
Templates
Conclusion
Chapter 17: Bookmarks and Buttons
Bookmarks
Updating a Bookmark
Defining the Extent of a Bookmark’s Application
Display and Data in Bookmarks
Applying Bookmarks to Selected Visuals
Bookmark Page Settings
Arranging Bookmarks
Grouping Bookmarks
The Selection Pane
Renaming Objects
Using the Selection Pane
Grouping Items in the Selection Pane
Selection and Bookmarks
Slideshows Using Bookmarks
Buttons
Button Options
Changing the Button Type
Button Actions
Drill-Through Buttons
Page Navigation Buttons
Web URL Buttons
Back Button
Q&A Button
Actions Using Images and Shapes
Formatting Buttons
Images in Buttons
Using Images and Shapes As Buttons
Bookmark Navigator
Conclusion
Appendix A: Sample Data
Sample Data
Downloading the Sample Data
Images
Appendix B: Visualization Icons
Appendix C: Blank Visual Representations
Index