DATA VISUALIZATION LAB - BAIL504

EXPERIMENT 1

Getting Started with Tableau Workspace

Tableau workspace is where you interact with your data and create visualizations.
Understanding the elements of the workspace is crucial for effectively using Tableau.

Key Components of Tableau Workspace:

• Menu Bar:
o The menu bar at the top of the screen contains standard options such as File,
Data, Worksheet, Dashboard, Analysis, Map, Format, Server, and Help. These
options allow you to perform various actions like connecting to data, formatting
your visualization, publishing to Tableau Server, and accessing help resources.
• Toolbar:
o Below the menu bar is the toolbar. It provides quick access to common actions
like undo, redo, save, add new worksheet, and export.
• Data Pane:
o Located on the left side, the Data Pane shows the data you've connected to and
allows you to drag dimensions and measures onto the workspace.
o Dimensions: Categorical fields like “Product Category” or “Year”.
o Measures: Quantitative fields like “Sales” or “Profit”.
• Shelves (Columns and Rows):
o Columns Shelf: Where you drag fields to define the columns in your
visualization (usually the x-axis).
o Rows Shelf: Where you drag fields to define the rows in your visualization
(usually the y-axis).
• Marks Card:
o This allows you to customize the appearance of your chart, such as colors, sizes,
labels, tooltips, and more. The Marks card is essential for controlling how data
is visually presented.
• View (Canvas):
o The main area where your charts and graphs are built. This is your Canvas where
the visualizations take shape as you drag and drop fields.
• Filters Shelf:
o Use the Filters Shelf to control which data is displayed in your visualizations by
limiting the view to specific values in a dimension or measure.
• Pages Shelf:
o Allows you to create a page-by-page view of your data, helpful for animating
data over time or across categories.
• Show Me Panel:
o Located in the top-right corner, the Show Me panel suggests different types of
visualizations based on the fields you’ve selected, like bar charts, line charts,
maps, and more.
• Status Bar:
o At the bottom of the workspace, the status bar shows information about the
current state of the visualization, including the number of rows and marks.
Tableau Terminologies

Understanding common Tableau terminology will help you work more efficiently.

Data Terminology:

• Workbook: The file that stores all your worksheets, dashboards, and stories. It’s the
Tableau equivalent of a file.
• Sheet: A single chart or graph, also referred to as a worksheet.
• Dashboard: A collection of multiple worksheets (visualizations) arranged together to
present an overview or tell a story.
• Story: A sequence of visualizations that work together to communicate insights or lead
to a conclusion. It is like a slideshow of dashboards and visualizations.
• Dimensions: Categorical data fields that usually describe data, such as names, dates, or
geographical data. They can be thought of as "descriptive" fields.
• Measures: Quantitative, numerical data fields that are used to measure something, such
as sales, profit, quantity, etc.
• Calculated Field: A new field that you create by applying formulas to existing data,
enabling you to extend your analysis beyond the raw data.
• Filters: A feature used to restrict the data in your visualization. You can apply filters
on dimensions or measures to focus on specific data points.

Visualization Terminology:

• Marks: The individual points, bars, or shapes that make up the chart. You can
customize marks by changing their color, size, or shape.
• Axes: These are the vertical (y-axis) and horizontal (x-axis) lines used to define the
scale of your chart.
• Tooltip: An informational box that appears when you hover over a mark. Tooltips can
show details about the data point.
• Legend: The guide that explains the colors, shapes, or sizes used in the chart.
• Table Calculation: A type of calculation performed on the result of a visualization,
such as a running total or percentage difference between points.

Basic Functionalities in Tableau

Here’s how to perform some basic tasks in Tableau:

Connecting to Data

1. Open Tableau and click on “Connect” in the start page to import your data. Tableau
supports various data sources like Excel, CSV, SQL databases, Google Sheets, etc.
2. Once connected, Tableau automatically classifies your data into Dimensions
(categorical fields) and Measures (numerical fields).

Creating a Simple Visualization

1. Drag a Dimension (e.g., Year) to the Columns shelf.

2. Drag a Measure (e.g., Sales) to the Rows shelf.
o This creates a simple line chart or bar chart, depending on your data.
 3. To change the chart type:
o Go to the Marks Card and choose from options like bar, line, area, pie, etc.

Using Filters

1. Drag a Dimension or Measure to the Filters Shelf.

2. In the dialog box, select the values you want to keep or remove from your visualization.
o This allows you to focus only on relevant data points.

Using Color, Size, and Shape on Marks Card

1. Drag a field (e.g., Product Category) to the Color Shelf in the Marks Card to assign
different colors to categories.
2. Drag a Measure (e.g., Profit) to the Size Shelf to adjust the size of marks based on a
metric.
3. Drag a field to the Shape Shelf to customize the shapes of marks (for scatterplots or
bubble charts).

Using Show Me Panel

1. Select your dimensions and measures.

2. Open the Show Me Panel on the right side and Tableau will suggest the best
visualization types based on your data selection.
3. Click on the chart type you want to apply (e.g., bar chart, pie chart, map).

Creating a Dashboard

1. Click on the New Dashboard button at the bottom of the Tableau window.
2. Drag and drop different sheets from the left panel into the dashboard space.
3. Arrange and resize the sheets to create a cohesive dashboard. You can also add filters
to allow interactive exploration.

Tips for Basic Tableau Usage

• Undo/Redo: Tableau allows easy undo/redo using the arrows in the toolbar, so you can
experiment without worrying about making mistakes.
• Sorting: You can sort data by clicking on axis headers or using the sort buttons in the
toolbar.
• Saving Your Work: Go to File > Save As to save your Tableau workbook. Workbooks
are saved with a .twb or .twbx extension. The .twbx file includes the data source in it.
• Exporting: You can export your visualizations by clicking on File > Export Image to
save them as images or export the data as CSVs.
 EXPERIMENT 2

Connecting to Data Source and Database in Tableau

In Tableau, you can connect to a wide variety of data sources, including databases, cloud-based
sources, and flat files like Excel or CSV. Here's a step-by-step guide on how to connect to a
data source, followed by an overview of different types of joins in Tableau:

Connecting to a Data Source

1. Launch Tableau Desktop: Open Tableau Desktop. The home screen allows you to
select the data source you want to connect to.
2. Select Data Source:
o On the left-hand side, under Connect, you can choose from the available
categories:
▪ File (e.g., Excel, CSV, JSON, PDF)
▪ Server (e.g., MySQL, SQL Server, Oracle, etc.)
▪ Saved Data Sources (if you have any previously saved sources)
3. Choose the Connection Type: Once you select a data source, you'll be prompted to
enter the necessary connection details, such as:
o File-based sources: Browse for the file and select it.
o Server-based sources: Provide database connection credentials (e.g.,
hostname, port, username, password).
4. Preview the Data: Tableau provides a preview of the data after the connection. You
can adjust the data import settings, rename columns, or filter unnecessary rows during
this stage.
5. Drag and Drop Tables: After connecting to your database, Tableau shows a list of
available tables or views. Drag the desired table into the canvas area to start working
with it.

Working with Joins in Tableau

Once you connect multiple tables from your data source, you can define the relationship
between them using joins. Tableau supports several types of joins:

Types of Tableau Joins

Joins combine data from two or more tables into one. Here are the different types of joins
available in Tableau:

Inner Join:

o Definition: Returns only the rows that have matching values in both tables.
o Use Case: When you need data that exists in both tables.
o Example: You have two tables, Orders and Customers. An inner join returns
only the orders that have a matching customer record.

Left Join (Left Outer Join):

 • Definition: Returns all rows from the left table, and the matched rows from the right
table. Unmatched rows from the right table will contain NULL.
• Use Case: When you need all data from one table and the related data from another.
• Example: You want to see all customer orders, even if some customers haven't placed
any orders yet.

Right Join (Right Outer Join):

• Definition: Returns all rows from the right table, and the matched rows from the left
table. Unmatched rows from the left table will contain NULL.
• Use Case: When you need all data from the right table, regardless of whether there’s a
match in the left table.
• Example: You want to see all orders, even if some orders are not associated with any
customer.

Full Outer Join:

• Definition: Returns all rows when there is a match in either the left or right table. Rows
with no match in either table will contain NULL.
• Use Case: When you need to combine all data from two tables, including non-matching
records.
• Example: You want to see all customers and orders, whether or not every customer
placed an order.
 EXPERIMENT 3

Creating a View in Tableau

After connecting to the data and preparing your joins, the next step is creating a visual
representation or view. A view can be a bar chart, line chart, pie chart, or any other visualization
type available in Tableau.

Steps to Create a View:

1. Open Tableau:
o Connect to your data source (e.g., Sample Superstore).
o Go to Sheet 1 to start building a view.
2. Drag and Drop Fields:
o On the left side, you will see Dimensions (categorical data) and Measures
(quantitative data).
o Drag fields to the Rows and Columns shelves to build the visualization. For
example:
▪ Drag Sales to Columns.
▪ Drag Category to Rows.
3. Change Chart Type:
o By default, Tableau might suggest a bar chart based on the data. If you want to
change the chart type, click on the Show Me pane and select a different
visualization, like a Line Chart or Pie Chart.

Formatting Charts in Tableau

Chart formatting allows you to improve the visual appeal and readability of the data.

Steps to Format a Chart:

1. Format Axes:
o Right-click on the axis (e.g., the Sales axis), then select Format.
o You can change the font, color, and size of the axis labels.
o You can also customize the number format, such as displaying values as
currency or percentages.
2. Format Tooltips:
o Tooltips appear when you hover over a data point.
o To format them, click Tooltip in the Marks card.
o You can add custom text, highlight certain fields, or change the font and color.
3. Formatting Lines and Borders:
o Go to the Format menu at the top.
o Select options like Borders, Shading, and Lines to adjust the style of gridlines,
reference lines, and cell borders.
4. Color Formatting:
o Drag a field (like Region) to the Color shelf in the Marks card to apply different
colors to different regions.
o Click on the Color legend to adjust the color scheme.

Adding Filters in Tableau

Filters allow you to control which data is displayed in your view.

Steps to Add Filters:

1. Add a Field as a Filter:

o Drag a field (e.g., Category) from the left pane to the Filters shelf.
o A filter window will open where you can select which values to include/exclude.
2. Filter by Range:
o If you want to filter by a measure (e.g., Sales), you can filter by range.
o Drag Sales to the Filters shelf, select Range of Values, and set your desired
minimum and maximum values.
3. Display Filter as a Dropdown:
o Right-click the filter in the Filters shelf and choose Show Filter.
o Tableau will add a filter card to the view, allowing you to choose values from a
dropdown or slider.
4. Customize Filters:
o You can customize filter options, like allowing multiple values or a single value
dropdown.
o You can also change filter appearance by right-clicking on the filter card and
selecting Customize.

Creating Calculated Fields in Tableau

Calculated fields allow you to create new data fields based on existing data.

Steps to Create a Calculated Field:

1. Create a New Calculated Field:

o Go to the Data pane, right-click, and select Create Calculated Field.
o Give your calculated field a name (e.g., Profit Ratio).
2. Write the Formula:
o Enter a formula to calculate the new field. For example:

[Profit] / [Sales]

oTableau will check the syntax and display any errors.

3. Use Calculated Field in View:
o Once the field is created, it appears in the Measures or Dimensions section.
o You can now drag it onto Rows, Columns, or Marks, just like any other field.
4. Common Calculated Fields:
o IF Statements: Create conditions:

IF [Sales] > 10000 THEN "High" ELSE "Low" END

o Date Functions: Perform date calculations:

DATEDIFF('year', [Order Date], TODAY())

Defining Parameters in Tableau

Parameters are dynamic values that users can interact with to control a view.

Steps to Create a Parameter:

1. Create a New Parameter:

o Right-click in the Data pane and select Create Parameter.
o Give your parameter a name (e.g., Top N), choose the data type, and set a range
or list of values.
2. Show the Parameter Control:
o Right-click the parameter and select Show Parameter.
o This will add the parameter control to your view, allowing users to change the
parameter value.
3. Use the Parameter in Calculated Fields:
o You can use a parameter in calculated fields. For example, to show the top N
customers by sales:

RANK(SUM([Sales])) <= [Top N]

4. Apply the Parameter:

o Drag the calculated field that uses the parameter onto the Filters or
Rows/Columns shelf to apply the parameter to the view.

Lab Notes for Practical Application

Step-by-Step Guide

1. Formatting Charts:
o Open a new sheet, drag Sales to Rows and Category to Columns.
o Apply formatting to the axis by right-clicking the Sales axis and selecting
Format.
o Add a tooltip by clicking on the Tooltip in the Marks card, customize the text.
2. Adding Filters:
o Drag Category to the Filters shelf, select the categories to include.
o Show the filter by right-clicking and selecting Show Filter.
o Try adding a filter for Sales and set a custom range for filtering high-value sales.
3. Creating Calculated Fields:
o Create a calculated field for Profit Ratio:

[Profit] / [Sales]

o Drag this new field to Rows to analyze the profitability across different
categories.
4. Defining Parameters:
o Create a parameter named Top N with a range of 1 to 10.
o Use this parameter in a calculated field to show only the top N categories based
on sales.
o Drag the calculated field to Filters and test the parameter's interaction.
 EXPERIMENT 4

Components of a Dashboard

A dashboard in Tableau is a collection of different worksheets and other visual elements

combined to create a cohesive visual story. Here are the main components:

Key Components:

1. Worksheets:
o Individual visualizations (e.g., bar charts, line graphs) that you create on
separate sheets.
o These worksheets are combined to form a dashboard.
2. Text:
o You can add text boxes to include titles, subtitles, or explanations to your
dashboard.
3. Images:
o Images such as logos or icons can be inserted to enhance visual appeal or
branding.
4. Web Pages:
o You can embed external web pages within a dashboard using a URL object.
5. Containers:
o Horizontal Containers: Align multiple items in a row.
o Vertical Containers: Stack multiple items in a column.
6. Filters:
o Add interactive filters to control what data is displayed in the dashboard.
7. Legends:
o Add legends to explain the color, size, or shape encodings in the visualization.
8. Parameter Controls:
o Allow users to interactively change parameter values, which in turn updates the
visualizations.

Practical Exercise – Dashboard Components:

1. Create a New Dashboard:

o Open Tableau and select New Dashboard.
o You’ll see an empty canvas with available worksheets and objects on the left-
hand side.
2. Add Worksheets:
o Drag two or three worksheets from the left pane onto the dashboard.
o You can resize and rearrange them to fit the design.
3. Add Text:
o Drag a Text object onto the dashboard to add a title or description.
4. Add Filters:
o Drag a filter from any worksheet to the dashboard to provide filtering
functionality for users.
5. Add Containers:
o Use horizontal and vertical containers to organize the layout of the dashboard.

Placing Worksheets in Containers

Containers in Tableau are used to organize multiple components in a dashboard. Containers
ensure that elements maintain relative positions and are responsive to resizing.

Types of Containers:

1. Horizontal Container:
o Allows you to place worksheets or other elements side by side (in a row).
o Elements will expand or shrink horizontally as the dashboard size changes.
2. Vertical Container:
o Allows you to stack worksheets or other elements one on top of another (in a
column).
o Elements will expand or shrink vertically as the dashboard size changes.

Steps to Use Containers:

1. Create a New Dashboard:

o Select New Dashboard in Tableau.
o On the left side, under Objects, you'll see Horizontal and Vertical Containers.
2. Add a Horizontal Container:
o Drag the Horizontal container onto the dashboard.
o Now drag worksheets (e.g., a bar chart and a line graph) into the horizontal
container. Both will be aligned side by side.
3. Add a Vertical Container:
o Drag the Vertical container onto the dashboard.
o Drag text, images, or another worksheet into the container to stack them
vertically.
4. Resize and Adjust:
o You can resize and adjust each worksheet within the container. The container
ensures that the elements inside behave consistently when the dashboard is
resized.

Lab Exercise for Containers:

1. Create a dashboard with a Horizontal Container that holds:

o A bar chart showing Sales by Category.
o A pie chart showing Profit by Region.
2. Add a Vertical Container below the horizontal container.
o Include a text box explaining the data insights.
o Add a line chart showing Sales Over Time.

Action Filters and Its Types

Action filters in Tableau allow you to add interactivity to your dashboards by triggering
specific actions when users interact with the data. There are several types of action filters you
can apply:

Types of Action Filters:

1. Filter Action:
o Filters the data displayed in a dashboard or worksheet based on user interaction
(e.g., clicking on a chart).
 o For example, clicking on a specific region in a map might filter the other charts
on the dashboard to show data only for that region.
2. Highlight Action:
o Highlights related data in one or more visualizations when the user hovers over
or selects data points in another view.
o For instance, selecting a product category in a bar chart could highlight that
same category in other charts.
3. URL Action:
o Opens a URL (web page) based on the selected data point.
o You can use this to direct users to a website that provides more information
about a specific data point.
4. Go to Sheet Action:
o Navigates from one dashboard or worksheet to another when a user clicks on a
data point.
o This is useful for creating more detailed drill-down reports.

Steps to Add Action Filters:

1. Create a Dashboard:
o Add at least two worksheets to the dashboard (e.g., Sales by Region and Sales
by Product).
2. Add a Filter Action:
o Go to Dashboard > Actions in the top menu.
o Click Add Action and select Filter.
o Choose which worksheet triggers the action (e.g., clicking on Sales by Region)
and which worksheets will be filtered.
o Test the interaction by clicking on a region. The other charts should now update
based on the selected region.
3. Add a Highlight Action:
o Go to Dashboard > Actions, and add a Highlight Action.
o Choose the source worksheet and the target worksheet(s).
o Test the interaction by hovering over data points, and see related data points
highlighted in other views.
4. Add a URL Action:
o Go to Dashboard > Actions, and add a URL Action.
o Specify a URL, and configure it to use field values (like region names) as part
of the URL.
o Test it by clicking a data point to open a relevant web page.

Lab Exercise for Action Filters:

1. Add Filter Action:

o Create a dashboard with two charts: a map showing Sales by Region and a bar
chart showing Sales by Category.
o Add a filter action that updates the bar chart when you select a region on the
map.
2. Add Highlight Action:
o On the same dashboard, add a highlight action that highlights categories in the
bar chart when you hover over regions on the map.
3. Add a URL Action:
o Create a URL action that directs users to a website (e.g., a company product
page) when they click on a specific product category in a chart.
 EXPERIMENT 5

Introduction to Power BI – Components and Flow of Work

Power BI is a business analytics tool by Microsoft that allows users to visualize and share
insights from data. It integrates with numerous data sources and can produce a wide range of
interactive reports and dashboards.

Power BI Components:

1. Power BI Desktop:
o The desktop application where data professionals build and design reports.
o Used for data connection, transformation, modeling, and visualization.
2. Power BI Service:
o A cloud-based platform where users publish reports created in Power BI
Desktop and share them with others.
o Users can interact with reports and dashboards via a web interface.
3. Power BI Mobile:
o A mobile app for interacting with dashboards and reports on mobile devices
(iOS, Android, Windows).
4. Power BI Gateway:
o A gateway used to connect Power BI to on-premises data sources for continuous
data refreshes in reports.
5. Power BI Report Server:
o An on-premises solution for hosting and sharing Power BI reports.
6. Power BI Embedded:
o A service that allows developers to embed Power BI reports and dashboards
into applications.

Flow of Work in Power BI:

The general flow of work in Power BI follows these steps:

1. Data Connection:
o Connect to multiple data sources like Excel, SQL Server, Azure, SharePoint, or
Web APIs.
2. Data Transformation:
o Use the Power Query Editor to clean, filter, and transform raw data into a usable
format.
3. Data Modeling:
o Build relationships between tables, create calculated columns, and measures
using DAX (Data Analysis Expressions).
4. Report Creation:
o Use the data model to create interactive visualizations like bar charts, line
graphs, pie charts, maps, and more.
5. Report Publishing:
o Publish the report to the Power BI Service for sharing and collaboration with
others.
6. Dashboard Creation:
 o Create dashboards by pinning visuals from reports and organizing them for
quick insights.
7. Sharing & Collaboration:
o Share the dashboards and reports with team members or clients, allowing them
to view and interact with the data.

Lab Notes for Power BI Components and Flow:

1. Download and Install Power BI Desktop:

o Download Power BI Desktop from Power BI’s official website.
o Install and launch the application.
2. Connect to Data Source:
o In Power BI Desktop, click Get Data to connect to sources like Excel, SQL
Server, or web data.
3. Transform Data:
o Use the Power Query Editor to clean your data (e.g., remove nulls, rename
columns, change data types).
4. Create Relationships:
o Go to the Model view and create relationships between tables (e.g., relate an
Orders table to a Customers table using CustomerID).
5. Build Visualizations:
o Drag fields to the Report canvas and select visualizations (bar charts, pie charts,
tables) to present the data.
6. Publish the Report:
o Once the report is ready, click Publish to share it on the Power BI Service.

Power BI Desktop Interface – Five Main Areas

Power BI Desktop has a user-friendly interface divided into five main areas that help users
create and organize reports efficiently.

Power BI Desktop Interface – The Five Main Areas:

1. Ribbon (Top Area):

o The ribbon provides quick access to various commands like Get Data,
Transform Data, and visualization tools.
o Home Tab: For connecting to data, transforming data, and creating
relationships.
o View Tab: Allows you to switch between report, data, and model views.
o Insert Tab: Add text boxes, buttons, and images to the report.
o Modeling Tab: Define relationships, create calculated columns, and work with
DAX formulas.
2. Report View (Main Canvas):
o The main area where you build and design your report by dragging fields and
visuals onto the canvas.
o It provides options to add new pages or tabs to your report.
o You can interact with visuals, resize them, or arrange them in the report view.
3. Fields Pane (Right Sidebar):
o Displays all the tables and fields that you've connected and imported into Power
BI Desktop.
o You can drag and drop these fields to the report canvas or use them to filter data.
 4. Visualizations Pane (Right Sidebar):
o This pane provides a wide range of visual types like bar charts, pie charts, line
charts, tables, and more.
o After dragging fields to the canvas, choose a visualization from the
visualizations pane to present the data.
5. Filters Pane (Right Sidebar):
o Use the filters pane to apply filters to the entire report, individual pages, or
specific visuals.
o You can use filters based on specific field values or ranges.

Lab Notes for Power BI Desktop Interface:

1. Explore the Ribbon:

o Open Power BI Desktop and observe the ribbon at the top.
o Use the Get Data button under the Home tab to connect to a data source like
Excel or SQL Server.
o Switch between Report, Data, and Model views from the ribbon.
2. Create a Report:
o Use the Fields Pane to drag fields from tables into the Report View (e.g., drag
Sales to visualize Total Sales by Region).
o Resize and format the visuals directly on the canvas.
3. Choose Visualizations:
o Once the data is on the canvas, click different types of visualizations from the
Visualizations Pane to see how the data changes (e.g., bar chart, line chart, pie
chart).
o Experiment with customizing the chart properties by selecting a chart and
editing its settings in the visualization options.
4. Add Filters:
o Click on any visual and apply filters from the Filters Pane (e.g., filter data by
Year or Category).
o Apply filters at the visual, report, or page level and see the data dynamically
change.
 EXPERIMENT 6

1. Querying Data from CSV – Power BI Query Editor

Power BI’s Query Editor is a powerful tool that allows you to clean, transform, and shape your
data before it’s loaded into the Power BI data model.

Steps to Query Data from CSV:

1. Open Power BI Desktop:

o Launch Power BI Desktop.
2. Connect to CSV File:
o On the ribbon, go to the Home tab and click Get Data.
o Select Text/CSV from the data options, and then locate the CSV file on your
computer.
3. Preview the Data:
o A preview window will appear, showing a sample of the data.
o Click Load to load the data directly or click Transform Data to open the Power
Query Editor.
4. Working in Power Query Editor:
o If you choose Transform Data, the data will open in Power Query Editor.
o Here you can perform data cleaning, transformations, and other modifications.

Lab Exercise for Querying Data from CSV:

1. Download a sample CSV file with data (e.g., sales data, product information, etc.).
2. Follow the steps above to load the data into Power BI.
3. Use the Transform Data option to open the Query Editor and start exploring the data.

Connecting Data from Excel Source

You can connect Power BI to Excel files and import data directly from sheets or tables.

Steps to Connect to an Excel File:

1. Open Power BI Desktop:

o Open Power BI Desktop as before.
2. Connect to Excel:
o Go to the Home tab on the ribbon and select Get Data.
o Choose Excel from the list of data sources, then browse and select your Excel
file.
3. Select Data from Excel:
o Power BI will display the available sheets or tables in the Excel file.
o Choose the sheet or table you want to import.
4. Load or Transform the Data:
o Click Load to import the data directly into Power BI.
o If the data needs cleaning or transformation, click Transform Data to open it in
the Query Editor.
Lab Exercise for Connecting Excel Data:

1. Use an Excel file with multiple sheets, such as one containing sales data and product
data.
2. Connect Power BI to the Excel file and select the sheets or tables you want to use.
3. If needed, use the Transform Data option to clean or modify the data before loading it
into the model.

Cleaning and Transforming Data in Query Editor

Once the data is loaded into the Power Query Editor, you can clean and transform it to prepare
it for analysis.

Common Data Cleaning and Transformation Tasks:

1. Remove Unnecessary Columns:

o If some columns in the data are irrelevant, you can remove them.
o Right-click on a column header and select Remove.
2. Rename Columns:
o To make your data more readable, rename columns by right-clicking the column
header and selecting Rename.
o You can give descriptive names to columns, such as changing "Col1" to
"Product Name."
3. Change Data Types:
o Ensure columns have the correct data type (e.g., numbers, text, dates).
o Click the data type icon next to the column header and choose the correct data
type (e.g., Whole Number, Decimal Number, Text, Date).
4. Remove Duplicates:
o To ensure there are no duplicate rows, click on the column(s) where duplicates
may exist, and then go to the Remove Rows option in the toolbar and select
Remove Duplicates.
5. Filter Data:
o You can filter out unwanted data directly in the query editor.
o Click the drop-down arrow next to a column and select or deselect the values
you want to include.
6. Fill Missing Values:
o If there are missing values in a column, you can replace them by right-clicking
the column and choosing Replace Values or Fill Down to fill in missing values
from the row above.
7. Split Columns:
o Sometimes columns may contain multiple pieces of information (e.g., “John
Doe, Sales Manager”).
o Use the Split Column option to break one column into multiple columns (e.g.,
splitting a full name into First Name and Last Name).
8. Group Data:
o You can aggregate data using the Group By option.
o For example, you can group sales data by region and summarize the total sales
per region.

Lab Exercise for Cleaning and Transforming Data:

1. Remove Unnecessary Columns:
o In the Query Editor, select any column you don’t need and remove it.
2. Change Data Types:
o If the data includes a date or numerical columns, make sure they have the correct
data types.
o For example, convert any text columns that should be dates or numbers to the
appropriate data type.
3. Rename Columns:
o Rename columns for clarity (e.g., change “Order ID” to “Order Number”).
4. Remove Duplicates:
o Find duplicate rows in a column (e.g., Product ID) and remove them.
5. Filter Data:
o Filter the dataset to only show rows where the Order Date is from the last year.
6. Fill Missing Data:
o Fill any missing values in a column with a default value (e.g., "N/A" for missing
customer names).
7. Split a Column:
o If your dataset includes full names, split the Full Name column into First Name
and Last Name.
 EXPERIMENT 7

Different Types of Charts in Power BI

Power BI offers a variety of chart types that help visualize data effectively. Here’s an overview
of commonly used charts and when to use them.

Types of Charts:

1. Bar Chart:
o Displays data in horizontal bars.
o Use for comparing different categories, such as sales across regions or products.
2. Column Chart:
o Similar to a bar chart, but the bars are vertical.
o Use for comparing values across different categories or time periods (e.g., sales
by month).
3. Line Chart:
o Displays trends over time by connecting data points with a line.
o Ideal for showing time series data like stock prices or monthly revenue.
4. Pie Chart:
o Displays data as slices of a pie, where each slice represents a portion of the
whole.
o Use for showing percentage distribution of categories (e.g., market share by
product).
5. Donut Chart:
o Similar to a pie chart, but with a hole in the middle.
o It serves the same purpose but offers a slightly different visual style.
6. Area Chart:
o Similar to a line chart but with the area under the line filled in.
o Useful for showing trends over time while also emphasizing the volume of data.
7. Scatter Chart:
o Plots data points based on two numerical axes (X and Y).
o Useful for showing relationships or correlations between variables (e.g., sales
vs. customer satisfaction).
8. Map:
o Displays data geographically.
o Use for visualizing spatial data (e.g., sales by region or country).
9. Treemap:
o Displays data in nested rectangles, with size representing value.
o Ideal for visualizing hierarchical data like product categories or company
departments.
10. Matrix:
o A tabular visualization similar to pivot tables in Excel.
o Use for showing detailed data with multiple dimensions and hierarchies.

Lab Exercise for Creating Different Charts:

 1. Create a Bar Chart:
o Drag a categorical field (e.g., Product Category) to the Axis field well and a
numerical field (e.g., Total Sales) to the Values field well.
o Power BI will automatically create a bar chart comparing sales across different
product categories.
2. Create a Line Chart:
o Drag a Date field to the Axis field well and Sales to the Values field well.
o Power BI will generate a line chart showing the trend of sales over time.
3. Create a Pie Chart:
o Select Pie Chart from the visualizations pane.
o Drag a categorical field (e.g., Region) to the Legend field well and a numerical
field (e.g., Profit) to the Values field well.
o This will create a pie chart showing the distribution of profit across regions.
4. Create a Map:
o Select the Map visual from the visualizations pane.
o Drag a geographical field (e.g., Country or City) to the Location field well, and
a measure (e.g., Sales) to the Size field well.
o The map will display sales across different geographical areas.

Formatting Charts – Titles, Colors, and More

Once you’ve created the charts, it’s important to format them to make the data visually
appealing and easy to interpret.

Formatting Charts in Power BI:

1. Adding a Title:
o Select the chart.
o In the right-hand Visualizations pane, go to the Format section (the paint roller
icon).
o Expand the Title section.
o Toggle the title to On and enter a custom title in the text box (e.g., "Sales by
Region" or "Profit Over Time").
o You can also adjust the font size, color, and alignment of the title.
2. Changing Colors:
o Select the chart.
o In the Format pane, expand the Data Colors section.
o Choose custom colors for your bars, lines, or pie slices. This can be useful for
aligning with your company’s brand or highlighting specific data points.
o You can assign colors by value or category (e.g., making negative values red
and positive values green).
3. Legend Customization:
o If your chart has a Legend (e.g., in pie charts or bar charts), expand the Legend
section in the Format pane.
o Turn the legend On/Off as needed and adjust its position (e.g., Top, Bottom,
Left, Right).
o You can also format the font size and color of the legend.
4. Data Labels:
o To make the values more readable on the chart, add Data Labels.
o In the Format pane, expand the Data Labels section and toggle it to On.
 o You can customize the font, size, and positioning of the labels to fit the chart
design.
5. Axis Formatting:
o For charts with axes (like bar or line charts), you can format the axes by
expanding the X-Axis and Y-Axis sections.
o Customize the scale, font size, axis titles, and whether gridlines are displayed.
o For example, you can set the Y-Axis to display numbers as thousands (K) or
millions (M) to make the data more readable.
6. Background and Border:
o To make charts stand out, you can add a background color or border.
o Expand the Background and Border sections in the Format pane to customize
these elements.
7. Tooltips:
o Tooltips appear when you hover over data points and provide additional details.
o Expand the Tooltips section in the Format pane and customize what information
is displayed.

Lab Exercise for Formatting Charts:

1. Add a Custom Title:

o Select a chart and go to the Format pane.
o Add a descriptive title like “Sales by Region for 2023” and increase the font
size.
2. Change Data Colors:
o Select a Bar Chart and go to Data Colors.
o Change the color of the bars to a different shade for each category or
conditionally format them based on a value.
3. Add Data Labels:
o On a Pie Chart, toggle Data Labels to On and format the labels to display
percentages with two decimal points.
4. Customize the Axis:
o On a Line Chart, adjust the Y-Axis scale to display the sales numbers in
thousands (K).
o Add a title to the X-axis and Y-axis to clearly indicate what each axis represents.
5. Add Background and Borders:
o On any chart, add a light background color and a border to make the chart stand
out on the report canvas.
6. Custom Tooltips:
o Customize the tooltips to display additional information, such as total sales and
profit when hovering over a data point in a Scatter Chart.

Creating a Complete Report in Power BI

Steps to Create a Report:

1. Create Multiple Visuals:

o Create at least three different types of charts (e.g., a bar chart for sales, a line
chart for trends, and a pie chart for distribution).
2. Add Filters:
o Use slicers or filters to allow users to interact with the data (e.g., filter by
Region, Product Category, or Year).
3. Add Titles and Descriptions:
o Add meaningful titles to each visual and include text boxes to describe the
insights.
4. Arrange the Layout:
o Organize the charts on the report page in a clean and logical way, ensuring that
the most important information is easy to find.
5. Publish the Report:
o Once the report is complete, click the Publish button to share the report with
others via Power BI Service.
 EXPERIMENT 8

Filters in Power BI Dashboards

Filters in Power BI are a powerful way to slice and dice data in your reports and dashboards,
enabling users to focus on specific information based on various criteria.

Types of Filters in Power BI:

1. Visual-Level Filters:
o These filters apply to a specific visual (chart, table, or graph) on the report page.
o Example: If you have a bar chart showing sales by region, you can add a filter
to show only certain regions in that chart.
2. Page-Level Filters:
o These filters apply to all visuals on a single report page.
o Example: Filtering the entire page to show data only for a particular year, such
as sales for 2023.
3. Report-Level Filters:
o These filters apply to all report pages within a report.
o Example: Applying a filter that shows only data for the "Electronics" product
category throughout the entire report.
4. Slicers:
o Slicers are visual elements (interactive controls) that act as filters. Users can
select values from slicers to filter data across visuals.
o Example: A slicer that allows users to filter by region or time period.
5. Drill-Through Filters:
o Drill-through filters let users right-click on a data point and navigate to a
detailed report page focused on that specific data.
o Example: You can drill through from a regional sales summary to a detailed
report for a specific region.

Lab Exercise for Using Filters in Power BI Dashboards:

1. Add a Visual-Level Filter:

o Select any chart (e.g., a bar chart).
o In the right-hand Filters pane, under Visual-Level Filters, drag a field (e.g.,
Product Category) into the filter area.
o Choose specific categories to include or exclude from the chart.
2. Add a Page-Level Filter:
o In the Filters pane, find the section for Page-Level Filters.
o Drag a field (e.g., Year) into the filter area.
o Select a specific year (e.g., 2023), and all visuals on the page will be filtered to
show only data for that year.
3. Add a Report-Level Filter:
 o In the Filters pane, locate the Report-Level Filters section.
o Drag a field (e.g., Region) to this filter area and choose a specific region (e.g.,
North America).
o This will filter all pages of the report to show only data for that region.
4. Create a Slicer:
o Go to the Visualizations pane and select the Slicer visual.
o Drag a field (e.g., Order Date) into the Field area.
o The slicer will allow users to filter the data on the page by a specific time range.
5. Add a Drill-Through Filter:
o Create a summary visual, such as a table showing sales by product category.
o Right-click on a data point (e.g., the "Electronics" category) and select Drill-
Through to navigate to a detailed report page.
o This will show a report page focused only on that category.

Formatting Power BI Dashboards

Once you’ve added visuals and filters to your dashboard, it’s essential to format them for
readability, consistency, and better user experience.

Steps to Format a Dashboard:

1. Layout and Alignment:

o Properly arrange the visuals on the report canvas.
o Use the Align and Distribute options in the Format tab to ensure even spacing
and consistent alignment across visuals.
o Group related visuals together for better storytelling (e.g., keep sales and profit
data side by side).
2. Titles and Descriptions:
o Add clear and meaningful titles to each visual to help users understand the data
being displayed.
o Use text boxes to provide additional context or insights about the data in your
dashboard.
3. Background and Borders:
o Add background colors to individual visuals to highlight them.
o Use borders to distinguish between different sections of the dashboard.
o In the Format pane, go to Background and Border options to set colors and
borders as needed.
4. Custom Themes:
o Apply custom color themes to ensure the dashboard aligns with your
organization’s branding.
o Go to the View tab, click Themes, and either choose a built-in theme or
customize your own by selecting Customize Current Theme.
5. Data Labels and Tooltips:
o Add Data Labels to charts to display exact values on bars, lines, or pie slices.
o Customize Tooltips so that users see additional data when they hover over
visuals.
6. Font and Color Consistency:
o Ensure that font size, style, and color are consistent across all visuals for a
professional look.
o Use colors that contrast well with the background to ensure readability.
7. Interaction Between Visuals:
 o By default, Power BI visuals interact with one another. For example, clicking
on a bar in a chart may filter another chart.
o You can customize or disable visual interactions by going to Edit Interactions
in the Format tab.
8. Custom Icons and Buttons:
o Add custom buttons or icons to make the dashboard interactive.
o For example, you can add a Bookmark button to allow users to navigate to a
specific view.

Lab Exercise for Formatting Dashboards:

1. Arrange Visuals:
o Select multiple visuals and go to the Format tab.
o Use the Align options to align them horizontally or vertically.
o Use Distribute to evenly space out the visuals.
2. Add a Background Color:
o Select a visual (e.g., a pie chart) and go to the Format pane.
o Expand the Background section and choose a light background color to make
the visual stand out.
3. Apply a Custom Theme:
o Go to the View tab, select Themes, and choose a theme that matches your report
style.
o If needed, customize the theme by selecting Customize Current Theme and
adjusting the color scheme.
4. Add Data Labels:
o Select a Column Chart or Pie Chart and go to the Format pane.
o Expand the Data Labels section, toggle it to On, and format the labels to display
the exact values on the chart.
5. Add a Border to Visuals:
o Select a visual, go to the Format pane, and expand the Border section.
o Toggle the border to On and choose a color that makes the visual distinct on the
dashboard.
6. Create Custom Tooltips:
o Select a chart, go to the Format pane, and expand the Tooltip section.
o Customize what information is shown when a user hovers over a data point in
the chart.
7. Add Interaction Between Visuals:
o Click on one visual (e.g., a bar chart), and then go to the Format tab and select
Edit Interactions.
o Choose whether clicking on a bar filters, highlights, or has no effect on other
visuals.
 EXPERIMENT 9 – ANALYSIS OF REVENUE IN SALES DATASET
IN TABLEAU

Create a Choropleth Map to Spot Trends

Objective: Use a choropleth map to identify states with the highest revenue.

Steps:

1. Load Data:
o Open Tableau Desktop and connect to your sales dataset.
2. Create a Choropleth Map:
o Drag the State field to the Rows shelf.
o Drag the Revenue field to the Color shelf.
o Tableau will automatically generate a map if State has geographical data. If not,
manually set the geographic role by right-clicking the State field, selecting
Geographic Role, and choosing State/Province.
3. Configure Map Settings:
o Click on the Color shelf and choose a color gradient to reflect revenue values
(e.g., lighter shades for lower revenue, darker shades for higher revenue).
o Adjust Map Layers by clicking on the Map menu and selecting Map Layers to
customize map details like zoom level and style.
4. Analyze Trends:
o The map will visually highlight states based on revenue, making it easy to spot
which states have the highest and lowest revenue.

Create a Line Chart to Show Revenue by Month

Objective: Visualize revenue trends over different months of the year.

Steps:

1. Create a Line Chart:

o Drag the Order Date field to the Columns shelf.
o Drag the Revenue field to the Rows shelf.
2. Configure the Date Field:
o Click on the Order Date field in the Columns shelf, and select Month from the
dropdown. Tableau will aggregate the data by month.
3. Format the Chart:
 o Click on the Analytics pane and drag Trend Line onto the chart to add a trend
line if needed.
o Customize the chart by clicking on the Format pane to adjust axis labels, title,
and gridlines. Add a title like “Monthly Revenue Trends”.

Create a Bin of Size 10 for Age Measure

Objective: Bin the age measure into groups of 10 years to analyze revenue distribution.

Steps:

1. Create Age Bins:

o Right-click on the Age field in the Data pane and select Create > Bins.
o Set the Bin Size to 10 to create bins like 0-10, 11-20, etc., and click OK.
2. Use Age Bins in Visualization:
o Drag the new Age (bin) field to the Columns shelf.
o Drag the Revenue field to the Rows shelf.
o Tableau will create a bar chart showing revenue distribution across age bins.
3. Format the Chart:
o Click on the Format pane to customize the chart’s appearance, including axis
labels and bar colors.

Create a Donut Chart to Show Percentage of Revenue per Region

Objective: Visualize the percentage of revenue by region using a donut chart with zero access.

Steps:

1. Create a Donut Chart:

o Drag the Region field to the Rows shelf.
o Drag the Revenue field to the Columns shelf.
o Change the chart type to Pie Chart by clicking on the Show Me panel and
selecting the pie chart option.
2. Convert to Donut Chart:
o Create a new Calculated Field to generate a dummy value for the inner circle:

Zero Axis = 0

o
Drag this calculated field to the Rows shelf next to the revenue.
o
Convert the pie chart to a donut chart by adding Zero Access to the Detail shelf
and then adjusting the size of the pie chart.
3. Format the Donut Chart:
o Click on the Color shelf to customize colors.
o Click on the Size shelf to adjust the inner radius to create the donut shape.
o Add labels to show percentages by dragging Revenue to the Label shelf and
choosing the percentage format.

Create a Butterfly Chart to Compare Female & Male Revenue

Objective: Compare revenue for female and male customers by product category using a
butterfly chart.

Steps:

1. Create a Bar Chart:

o Drag the Product Category field to the Rows shelf.
o Drag the Revenue field to the Columns shelf.
2. Add Gender Dimension:
o Drag the Gender field to the Color shelf to differentiate between female and
male revenue.
3. Reverse the Bars:
o To create a butterfly effect, you may need to create a calculated field to make
one gender’s revenue negative.
o Create a new calculated field with the formula:

Adjusted Revenue = IF [Gender] = "Female" THEN -[Revenue] ELSE [Revenue] END

o Replace the Revenue field with Adjusted Revenue in the Columns shelf.
4. Format the Chart:
o Adjust colors in the Color shelf and customize the axis in the Format pane to
ensure the chart is clear and easy to interpret.
o Add a title like “Revenue Comparison by Gender and Product Category”.

Create a Calculated Field to Show Average Revenue per State

Objective: Calculate and display average revenue per state, highlighting profitable and non-
profitable states.

Steps:

1. Create a Calculated Field:

o Right-click in the Data pane and select Create Calculated Field.
o Use the following formula to calculate average revenue per state:

Avg Revenue per State = AVG([Revenue])

2. Create a Visualization:
o Drag the State field to the Rows shelf.
o Drag the Avg Revenue per State field to the Columns shelf.
3. Highlight Profitable vs. Non-Profitable States:
o Use Conditional Formatting to color-code states based on revenue thresholds.
o Click on the Color shelf, select Edit Colors, and set different colors for
profitable and non-profitable states.

Build a Dashboard

Objective: Combine the created visuals into a cohesive and interactive dashboard.

Steps:
 1. Create a New Dashboard:
o Click on the Dashboard menu and select New Dashboard.
2. Add Visuals:
o Drag and drop all the created worksheets (choropleth map, line chart, age bins
chart, donut chart, butterfly chart, and revenue table) onto the dashboard.
3. Configure Interactivity:
o Use Dashboard Actions to set up interactions between visuals (e.g., clicking on
a map to filter the line chart).
o Go to the Dashboard menu, select Actions, and set up filter actions.
4. Add Filters and Controls:
o Add Filters and Parameters as needed to allow users to interact with the
dashboard.
o Drag Filter or Parameter Control onto the dashboard and configure it to control
multiple visuals.
5. Format the Dashboard:
o Adjust layout and sizing to ensure all visuals fit well on the dashboard.
o Add titles, descriptions, and legends to enhance clarity.
6. Publish the Dashboard:
o Save your work and publish the dashboard to Tableau Server or Tableau Public.

IN POWERBI:

Create a Choropleth Map to Spot Trends

Objective: Use a choropleth map to identify states with the highest revenue.

Steps:

1. Load Data:
o Open Power BI Desktop and load your sales dataset.
2. Create a Choropleth Map:
o Go to the Visualizations pane and select the Map visual.
o Drag the State field to the Location field well.
o Drag the Revenue field to the Values field well.
3. Configure Map Settings:
o In the Format pane, expand the Data Colors section.
o Choose a color gradient to fill the map based on revenue values (e.g., lighter
colors for lower revenue, darker for higher).
o Adjust other settings like Zoom and Map Style as needed.
4. Analyze Trends:
o The map will visually display revenue distribution across states, with states
having higher revenue highlighted more prominently.

Create a Line Chart to Show Revenue by Month

Objective: Visualize revenue trends over different months of the year.

Steps:
 1. Create a Line Chart:
o Select the Line Chart visual from the Visualizations pane.
o Drag the Order Date field to the Axis field well.
o Drag the Revenue field to the Values field well.
2. Configure the Axis:
o Ensure that the Order Date is set to display by month. This can be adjusted by
clicking on the Date Hierarchy and selecting Month.
3. Format the Chart:
o In the Format pane, adjust the X-Axis and Y-Axis settings for readability.
o Add a title like “Monthly Revenue Trends” in the Title section.

Create a Bin of Size 10 for Age Measure

Objective: Bin the age measure into groups of 10 years to analyze revenue distribution.

Steps:

1. Create Age Bins:

o Go to Data view and select the Age field.
o Right-click on the Age field and choose New Group.
o In the Group By section, set Bin Size to 10 (e.g., 0-10, 11-20, etc.).
2. Use Age Bins in Visualization:
o Go to Report view and create a chart (e.g., a bar chart).
o Drag the newly created age bins to the Axis field well.
o Drag the Revenue field to the Values field well.
3. Format the Chart:
o In the Format pane, customize the chart to clearly display the revenue across
age bins.

Create a Donut Chart to Show Percentage of Revenue per Region

Objective: Visualize the percentage of revenue by region using a donut chart with zero access.

Steps:

1. Create a Donut Chart:

o Select the Donut Chart visual from the Visualizations pane.
o Drag the Region field to the Legend field well.
o Drag the Revenue field to the Values field well.
2. Create a Calculated Field for Percentage:
o Go to the Modeling tab and select New Measure.
o Use the following DAX formula to calculate percentage revenue:

Revenue Percentage = DIVIDE(SUM('Sales'[Revenue]),

CALCULATE(SUM('Sales'[Revenue]), ALL('Sales'[Region])))

o
Add this measure to the Values field well of the donut chart.
3. Format the Donut Chart:
o Set the Inner Radius to create a donut shape (adjust in the Format pane).
o Add a title and customize the Data Labels to display percentages.
Create a Butterfly Chart to Compare Female & Male Revenue

Objective: Compare revenue for female and male customers by product category using a
butterfly chart.

Steps:

1. Create a Bar Chart:

o Select the Clustered Bar Chart visual from the Visualizations pane.
o Drag the Product Category field to the Axis field well.
o Drag the Revenue field to the Values field well.
2. Add Gender Dimension:
o Drag the Gender field to the Legend field well.
o Use the Format pane to reverse the bars for visual comparison (e.g., make one
gender’s bars negative to create a butterfly effect).
3. Format the Chart:
o In the Format pane, adjust colors for clarity and add a title like “Revenue
Comparison by Gender and Product Category.”

Create a Calculated Field to Show Average Revenue per State

Objective: Calculate and display average revenue per state, highlighting profitable and non-
profitable states.

Steps:

1. Create Calculated Field:

o Go to the Modeling tab and select New Measure.
o Use the following DAX formula to calculate average revenue per state:

Avg Revenue per State = AVERAGE('Sales'[Revenue])

2. Create a Visualization:
o Create a table or chart visual.
o Drag the State field to the Rows field well.
o Add the Avg Revenue per State measure to the Values field well.
3. Highlight Profitable vs. Non-Profitable States:
o Use conditional formatting to highlight states with revenue above or below a
certain threshold.
o Customize the visual to display which states are profitable and which are not.

Build a Dashboard

Objective: Combine the created visuals into a cohesive and interactive dashboard.

Steps:

1. Arrange Visuals:
o Add all created visuals (choropleth map, line chart, age bins chart, donut chart,
butterfly chart, and revenue table) to the report canvas.
 2. Configure Interactions:
o Ensure that interactions between visuals are set up correctly.
o Go to Format tab and select Edit Interactions to adjust how filtering one visual
affects others.
3. Add Filters and Slicers:
o Add slicers for key dimensions like Year, Region, and Product Category.
o Position them on the dashboard to allow users to interact with the data.
4. Format the Dashboard:
o Ensure consistent formatting for a professional look.
o Add titles and descriptions where needed to provide context for each visual.
5. Publish the Dashboard:
o Click the Publish button to share the dashboard with others via Power BI
Service.

EXPERIMENT 10 – ANALYSIS OF GDP DATASET

IN TABLEAU

Visualize Countries Data Using Symbol Maps

Objective: Plot countries on a map using latitude and longitude, and label them with their
names.

Steps:

1. Load Data:
o Open Tableau Desktop and connect to your GDP dataset.
2. Create a Symbol Map:
o Drag Latitude to the Rows shelf.
o Drag Longitude to the Columns shelf.
o Tableau will automatically generate a map if the latitude and longitude fields
are recognized. If not, manually set geographic roles by right-clicking on
Latitude and Longitude fields and assigning them to Latitude and Longitude
roles.
3. Add Country Names:
o Drag the Country Name field to the Label shelf to display country names on the
map.
4. Format the Map:
o Click on the Map menu and select Map Layers to adjust map styles, zoom levels,
and other settings.
o Customize the symbol size and color as needed by adjusting the Size and Color
shelves.
Create a Bar Graph to Compare GDP of Belgium (2006 – 2026)

Objective: Create a bar graph to visualize Belgium's GDP over the specified years.

Steps:

1. Create a Bar Graph:

o Drag the Year field to the Columns shelf.
o Drag the GDP field to the Rows shelf.
o Drag the Country field to the Filters shelf and select Belgium.
2. Configure the Bar Graph:
o Ensure that the Year field is set to discrete (or continuous, depending on how
you want to display the years) for a clear comparison.
o Adjust the bar colors and axis labels in the Format pane for readability.
3. Format the Bar Graph:
o Add a title such as “GDP of Belgium (2006 – 2026)”.
o Customize axis labels, gridlines, and bar colors to improve clarity and visual
appeal.

Visualize GDP of Specific Countries Using Pie Chart (2010)

Objective: Use a pie chart to show the GDP distribution for specific countries in the year 2010.

Steps:

1. Create a Pie Chart:

o Drag Country Name to the Rows shelf.
o Drag GDP to the Columns shelf.
o Change the chart type to Pie Chart using the Show Me panel.
2. Filter Data:
o Drag the Year field to the Filters shelf and select 2010.
o Filter the data to include only India, Nepal, Romania, South Asia, and
Singapore.
3. Format the Pie Chart:
o Drag the Country Name field to the Label shelf and Color shelf for better
visualization.
o Add percentages to the pie slices by dragging GDP to the Label shelf and
selecting Percentage of Total.
4. Customize the Chart:
o Add a title like “GDP Distribution of Selected Countries (2010)”.
o Adjust the colors and labels for better readability.

Visualize GDP of Bhutan & Costa Rica

Objective: Compare the GDP of Bhutan and Costa Rica.

Steps:

1. Create a Comparison Chart:

o Drag Country Name to the Rows shelf.
o Drag GDP to the Columns shelf.
 oFilter the Country Name field to include only Bhutan and Costa Rica.
2. Choose the Visualization Type:
o Use a bar chart or line chart to compare GDP values.
o For a bar chart, Tableau will automatically group the countries and display their
GDP values side by side.
3. Format the Visualization:
o Add a title such as “GDP Comparison: Bhutan vs. Costa Rica”.
o Customize the colors and labels to clearly distinguish between the two
countries.

Create a Scatter Plot or Circle View for GDP (2004-2006)

Objective: Compare GDP of Mexico, Algeria, Fiji, and Estonia from 2004 to 2006 using a
scatter plot or circle view.

Steps:

1. Create a Scatter Plot:

o Drag Year to the Columns shelf.
o Drag GDP to the Rows shelf.
o Drag Country Name to the Detail shelf to show different countries.
2. Filter Data:
o Drag the Year field to the Filters shelf and select 2004, 2005, and 2006.
o Filter the Country Name field to include only Mexico, Algeria, Fiji, and Estonia.
3. Configure the Scatter Plot:
o Use the Size shelf to adjust the size of the circles if you are using a circle view.
o Drag Country Name to the Color shelf to differentiate between the countries.
4. Format the Scatter Plot:
o Add a title like “GDP Comparison of Selected Countries (2004-2006)”.
o Customize axis labels, colors, and tooltips for clarity.

Build an Interactive Dashboard

Objective: Combine the created visuals into an interactive dashboard.

Steps:

1. Create a New Dashboard:

o Click on the Dashboard menu and select New Dashboard.
2. Add Visuals:
o Drag and drop the created worksheets (symbol map, bar graph, pie chart,
comparison chart, scatter plot) onto the dashboard.
3. Configure Interactivity:
o Use Dashboard Actions to set up interactions between visuals. For example,
clicking on a country in the map could filter the GDP data in the other charts.
o Go to the Dashboard menu, select Actions, and set up filter or highlight actions
as needed.
4. Add Filters and Controls:
o Add Filters or Parameters to allow users to interact with the dashboard (e.g.,
select different years or countries).
 o Drag Filter or Parameter Control onto the dashboard and configure it to control
multiple visuals.
5. Format the Dashboard:
o Arrange and size the visuals to ensure they fit well and are easy to read.
o Add titles, descriptions, and legends to enhance understanding.
6. Publish the Dashboard:
o Save your work and publish the dashboard to Tableau Server or Tableau Public
for sharing.

IN POWER BI
Visualize Countries Data Using Symbol Maps

Objective: Plot countries on a map using latitude and longitude, and label them with their
names.

Steps:

1. Load Data:
o Open Power BI Desktop and import your GDP dataset.
2. Create a Symbol Map:
o In the Visualizations pane, select the Map visual.
o Drag the Latitude field to the Latitude field well.
o Drag the Longitude field to the Longitude field well.
o Drag the Country Name field to the Location field well.
3. Configure Map Settings:
o In the Format pane, expand the Data Colors section to choose colors for your
data points.
o Adjust the Bubble Size and Map Style to improve map readability.
4. Add Labels:
o Drag the Country Name field to the Tooltips field well to show country names
when hovering over data points.

Create a Bar Graph to Compare GDP of Belgium (2006 – 2026)

Objective: Visualize Belgium's GDP over the specified years.

Steps:

1. Create a Bar Graph:

o In the Visualizations pane, select the Bar Chart visual.
o Drag the Year field to the Axis field well.
o Drag the GDP field to the Values field well.
2. Filter for Belgium:
o Drag the Country Name field to the Filters pane and select Belgium.
3. Format the Bar Graph:
o Click on the Format pane and adjust Data Colors, X-Axis, and Y-Axis settings
for clarity.
o Add a title like “GDP of Belgium (2006 – 2026)” in the Title section.

Visualize GDP of Specific Countries Using Pie Chart (2010)

Objective: Show the GDP distribution for specific countries in 2010 using a pie chart.

Steps:

1. Create a Pie Chart:

o In the Visualizations pane, select the Pie Chart visual.
o Drag the Country Name field to the Legend field well.
o Drag the GDP field to the Values field well.
2. Filter Data for 2010:
o Drag the Year field to the Filters pane and select 2010.
o Apply a filter to include only India, Nepal, Romania, South Asia, and Singapore.
3. Format the Pie Chart:
o In the Format pane, expand the Data Colors section to customize colors.
o Add Data Labels to show percentages by toggling the Data Labels option and
choosing Percentage.

Visualize GDP of Bhutan & Costa Rica

Objective: Compare the GDP of Bhutan and Costa Rica.

Steps:

1. Create a Comparison Chart:

o In the Visualizations pane, select the Column Chart visual.
o Drag the Country Name field to the Axis field well.
o Drag the GDP field to the Values field well.
2. Filter Data:
o Drag the Country Name field to the Filters pane and select Bhutan and Costa
Rica.
3. Format the Chart:
o In the Format pane, adjust Data Colors and X-Axis settings for clarity.
o Add a title like “GDP Comparison: Bhutan vs. Costa Rica” in the Title section.

Create a Scatter Plot or Circle View for GDP (2004-2006)

Objective: Compare the GDP of Mexico, Algeria, Fiji, and Estonia from 2004 to 2006.

Steps:

1. Create a Scatter Plot:

o In the Visualizations pane, select the Scatter Chart visual.
o Drag the Year field to the X-Axis field well.
o Drag the GDP field to the Y-Axis field well.
o Drag the Country Name field to the Details field well.
2. Filter Data:
o Drag the Year field to the Filters pane and select 2004, 2005, and 2006.
o Drag the Country Name field to the Filters pane and select Mexico, Algeria,
Fiji, and Estonia.
3. Format the Scatter Plot:
o Adjust the Data Colors and X-Axis/ Y-Axis settings in the Format pane.
o Add a title like “GDP Comparison of Selected Countries (2004-2006)”.
Build an Interactive Dashboard

Objective: Combine the created visuals into an interactive dashboard.

Steps:

1. Create a New Dashboard:

o Click on the Dashboard tab and select New Dashboard.
2. Add Visuals:
o Drag and drop the created visuals (map, bar graph, pie chart, comparison chart,
scatter plot) onto the dashboard canvas.
3. Configure Interactivity:
o Use Slicers or Filters to enable interactive elements. For example, add a slicer
for Country Name or Year to filter data across all visuals.
o To set up interactions between visuals, click on a visual, go to the Format pane,
and select Edit Interactions to specify how selecting one visual affects the
others.
4. Add Filters and Controls:
o Add slicers or filters for key dimensions like Country or Year to allow users to
interact with the dashboard.
o Drag Slicer visuals onto the dashboard and configure them to filter multiple
visuals.
5. Format the Dashboard:
o Arrange and size the visuals for a clean and cohesive layout.
o Add titles, descriptions, and legends to provide context and improve usability.
6. Publish the Dashboard:
o Save your work and publish the dashboard to the Power BI Service for sharing
and collaboration.

EXPERIMENT 11 – ANALYSIS OF HR DATASET

IN TABLEAU

Create KPIs: Employee Count, Attrition Count, Attrition Rate, Active Employees, and Average
Age

Steps:

1. Employee Count:
o Drag Employee ID (or Employee Count field if available) into Text on the
Marks Card.
o In the Data Pane, right-click on the field and choose Measure > Count.
o This will give you the total number of employees.
2. Attrition Count:
o Drag the Attrition field (assuming it has Yes/No values) into Filters and choose
Yes.
o Drag Employee ID to Text on the Marks Card.
o Change Measure to Count.
 3. Attrition Rate:
o Create a Calculated Field by right-clicking the Data Pane and selecting Create
Calculated Field.
o Name it Attrition Rate and enter the following formula:

SUM(IF [Attrition] = "Yes" THEN 1 ELSE 0 END) / COUNT([Employee ID])

o Drag this new field to Text.

4. Active Employees:
o Filter the Attrition field to No.
o Drag Employee ID to Text and set it to Count.
5. Average Age:
o Drag the Age field into Text.
o In the Data Pane, right-click on the Age field and select Measure > Average.
o This will display the average age of employees.
6. Format KPIs:
o Format the KPIs as needed by clicking on Text in the Marks card and editing
the text size, color, and formatting to highlight the information.

Create a Lollipop Chart for Attrition Rate Based on Gender

Steps:

1. Drag Gender to Columns.

2. Drag Attrition to Rows and filter for Yes (Attrition = "Yes").
3. Drag Employee ID to Rows and set it to Count (Right-click > Measure > Count).
4. Dual Axis: Right-click on the second Employee ID and select Dual Axis to create the
Lollipop effect.
5. Synchronize the axes by right-clicking on one axis and selecting Synchronize Axis.
6. On the Marks Card for the second axis, change the Mark Type to Circle.
7. For the first axis, change the Mark Type to Line.
8. Format the chart:
o Change the size of the circles to make them prominent.
o Color the circles by Gender for differentiation.

Create a Pie Chart for Attrition Percentage Based on Department

Steps:

1. Drag Department to Color on the Marks Card.

2. Change the Mark Type to Pie.
3. Drag Attrition to Filters and select Yes.
4. Drag Attrition again to Angle to measure the angle of the pie slices.
5. Drag Attrition to Label and change it to Percent (Right-click on the pill > Quick Table
Calculation > Percent of Total).
6. To display the total:
o Right-click the pie chart and select Annotate > Mark to add the total attrition
count.
7. Set the chart to Entire View for a full-screen display.
8. Customize the labels as needed by editing Label options in the Marks Card.
Create a Bar Chart to Display the Number of Employees by Age Group

Steps:

1. First, create an Age Group:

o Go to the Data Pane, right-click on Age, and select Create > Bins.
o Set a bin size (e.g., 5 years).
2. Drag the Age Group to Columns.
3. Drag Employee ID to Rows and set it to Count.
4. This will create a bar chart showing the distribution of employees by age groups.
5. Customize the colors or add labels by dragging Employee ID to Label.

Create a Highlight Table for Job Satisfaction Rating Based on Employee Count

Steps:

1. Drag Job Role to Rows.

2. Drag Job Satisfaction to Columns.
3. Drag Employee ID to Text and set it to Count.
4. On the Marks Card, change the Mark Type to Square.
5. Drag Employee ID to Color to assign color intensity based on the number of employees.
6. Format the highlight table:
o Customize the color scale by clicking on Color and choosing an appropriate
range (like red for low counts and green for high counts).

Create a Horizontal Bar Chart for Attrition Count by Education Field

Steps:

1. Drag Education Field to Rows.

2. Drag Employee ID to Columns and filter by Attrition = "Yes".
3. Set Employee ID to Count by right-clicking on it and selecting Measure > Count.
4. Format the bars horizontally by ensuring the fields are correctly aligned.
5. Customize the colors by dragging Education Field to Color.

Create Multiple Donut Charts for Attrition Rate by Gender for Different Age Groups

Steps:

1. Create an Age Group if it hasn't been done already (see step 4 for age bin creation).
2. Drag Gender to Columns.
3. Drag Attrition to Filters and select Yes.
4. Drag Age Group to Rows to display different donut charts for each age group.
5. To create the donut effect:
o Create two pie charts (duplicate the first one).
o Adjust the second pie chart by removing the inner part using Dual Axis and
reducing the size of the second circle (thus creating a hollow center for a donut).
6. Drag Attrition to Angle.
7. Drag Attrition to Label and show the Percent for each gender and age group
combination.
 8. Format the charts:
o Synchronize axes, customize colors, and format labels to display attrition rates
clearly.

IN POWER BI:

Creating KPIs: Employee Count, Attrition Count, Attrition Rate, Active Employees, and
Average Age

Steps:

1. Employee Count:
o Go to the Report View in Power BI.
o Drag the Employee ID field into the Visualizations Pane and use the Card
Visualization to display the total count.
o The Card automatically displays the count of employees.
2. Attrition Count:
o Use the Attrition field (assuming it has Yes/No values) in the Visualizations
Pane.
o Apply a filter to show only Attrition = Yes.
o Drag Employee ID to the Card Visualization to count how many employees
have left (attrition count).
3. Attrition Rate:
o Create a New Measure by right-clicking on the dataset in the Fields Pane and
selecting New Measure.
o Use the following DAX formula:

Attrition Rate = DIVIDE(CALCULATE(COUNT(Employee[EmployeeID]),

Employee[Attrition] = "Yes"), COUNT(Employee[EmployeeID]))

o Place this measure in a Card Visualization.

4. Active Employees:
o Filter by Attrition = No.
o Use Card Visualization to display the count of active employees by dragging
Employee ID.
5. Average Age:
o Drag Age into a Card Visualization.
o Apply a Measure to calculate the Average of Age (Power BI automatically
selects average if used in a card).

Create a Lollipop Chart for Attrition Rate by Gender

Note: Power BI doesn't have a native lollipop chart, but you can approximate it with a
combination of bar and scatter charts.

Steps:

1. Create a Bar Chart:

o Drag Gender to the Axis.
o Drag Attrition (filter Yes only) to the Values section.
 oSet the aggregation to Count.
2. Create a Line and Clustered Column Chart:
o Drag Attrition Rate (calculated in Step 1) to the Line Values.
o This will show bars for the count and a line to represent the attrition rate.
o Format the circles by adjusting the Marker settings under the Line options to
resemble a lollipop.

Create a Pie Chart for Attrition Percentage by Department

Steps:

1. Drag the Department field to the Legend.

2. Drag Attrition to Values and filter for Attrition = Yes.
3. Use Pie Chart in the Visualizations Pane.
4. Drag Attrition to Values again and choose the Count function.
5. Format the pie chart:
o In the Visualizations Pane, go to Format > Data Label to show the Percentage
and Total Attrition Count.
o Set the pie chart to Fill or Full View for a complete display.

Create a Bar Chart for Employee Count by Age Group

Steps:

1. First, create Age Groups:

o Go to Transform Data > Edit Queries.
o Create a New Column in Power BI with a custom age group calculation using
DAX:

Age Group = SWITCH(TRUE(),

Employee[Age] < 25, "Under 25",
Employee[Age] < 35, "25-34",
Employee[Age] < 45, "35-44",
Employee[Age] < 55, "45-54",
"55+")

2. Use a Bar Chart:

o Drag the Age Group field to the Axis.
o Drag Employee ID to Values and set to Count.

Create a Highlight Table for Job Satisfaction Based on Employee Count

Steps:

1. Drag Job Role to the Columns.

2. Drag Job Satisfaction to the Rows.
3. Drag Employee ID to Values and set to Count.
4. In the Visualizations Pane, change the chart type to Matrix.
5. Format the table:
o In the Format section, apply Conditional Formatting to the values based on the
count of employees.
 o Apply a Color Scale from red (low) to green (high) to highlight areas with the
highest employee count.

Create a Horizontal Bar Chart for Attrition Count by Education Field

Steps:

1. Drag Education Field to the Axis.

2. Drag Employee ID to the Values and filter for Attrition = Yes.
3. Set the chart to Horizontal Bar Chart from the Visualizations Pane.
4. This will display the count of attrition by each education field.

Create Multiple Donut Charts for Attrition Rate by Gender and Age Group

Steps:

1. Create Donut Chart for Gender:

o Drag Gender to the Legend and Attrition to Values.
o Filter for Attrition = Yes.
o Choose the Donut Chart from the Visualizations Pane.
o Adjust the Details section to display the count and percentage of attrition by
gender.
2. Create a Donut Chart for Age Group:
o Create Age Groups as shown in Step 4.
o Drag Age Group to Legend and Attrition to Values.
o Use the Donut Chart to show attrition rates based on age.
3. Arrange Multiple Donut Charts:
o Duplicate the Donut Chart for Gender and Age Groups and place them side by
side.
o Use slicers to control different aspects such as filtering by gender and age group
simultaneously.

EXPERIMENT 12 – ANALYSIS OF AMAZON PRIME DATASET

IN TABLEAU

Create a Donut Chart to Show the Percentage of Movies and TV Shows

Objective: Visualize the distribution of movies and TV shows as a percentage.

Steps:

1. Load Data:
o Open Tableau and connect to the Amazon Prime dataset.
2. Create a Donut Chart:
o Drag the Type field (i.e., Movie or TV Show) to the Rows shelf.
o Drag Type to the Columns shelf as well to create the first pie chart.
o Drag the Number of Records field to the Angle shelf.
o Convert the chart to a Pie Chart from the Marks dropdown.
3. Create the Donut Effect:
o Duplicate the Number of Records pill on the Rows shelf to create two identical
pie charts.
o Right-click on the SUM(Number of Records) in the Marks card for one of the
pie charts and change it to Circle.
o Reduce the size of the circle to create a hole, forming the donut chart.
4. Add Labels:
o Drag the Type field to the Label shelf and the Number of Records to show the
percentages.
o Set the percentage calculation by clicking on the Number of Records pill and
selecting Quick Table Calculation -> Percent of Total.
5. Format the Donut Chart:
o Customize the colors by dragging Type to the Color shelf.
o Adjust the Labels to display both the percentage and the type (Movies or TV
Shows).

Create an Area Chart to Show Releases by Year and Type

Objective: Display the number of movies and TV shows released each year, broken down by
type.

Steps:

1. Create an Area Chart:

o Drag Release Year to the Columns shelf.
o Drag Number of Records to the Rows shelf.
o From the Marks dropdown, select Area Chart.
2. Add the Type Dimension:
o Drag the Type field to the Color shelf to distinguish between movies and TV
shows.
3. Format the Area Chart:
o Add a title like “Amazon Prime Releases by Year and Type.”
o Adjust the colors of the area chart to differentiate between movies and TV
shows.
o Modify the Axes and Gridlines for clarity using the Format pane.

Create a Horizontal Bar Chart to Show Top 10 Genres

Objective: Display the top 10 most frequent genres on Amazon Prime as a horizontal bar chart.

Steps:
 1. Create a Bar Chart:
o Drag the Genre field to the Rows shelf.
o Drag Number of Records to the Columns shelf.
2. Sort the Data:
o Right-click on the Number of Records axis and select Sort -> Descending.
3. Filter for Top 10:
o Click on the Genre field, choose Filter, then select Top. Choose to show the Top
10 genres by Sum(Number of Records).
4. Format the Horizontal Bar Chart:
o Adjust the Bars in the Format pane for better visualization.
o Add a title like “Top 10 Genres on Amazon Prime.”
o Drag the Genre field to the Color shelf for better distinction between genres.

Create a Map to Display Total Shows by Country

Objective: Use a map to visualize the total number of movies and TV shows produced in each
country.

Steps:

1. Create a Map:
o Drag the Country field to the Rows shelf.
o Tableau will automatically generate a map. If the geographic roles for Country
are not recognized, right-click on Country and assign the geographic role of
Country.
2. Add the Total Number of Shows:
o Drag the Number of Records field to the Size shelf to adjust the size of the data
points on the map.
o Drag the Number of Records field to the Color shelf to color the map by the
number of shows.
3. Format the Map:
o In the Format pane, adjust the Map Layers (found in the Map menu) for map
styling.
o Add a title like “Total Movies and TV Shows by Country.”

Create a Text Sheet to Show the Description of Any Movie

Objective: Create a text visualization that displays the description of a selected movie.

Steps:

1. Create a Text Sheet:

o Drag the Title field to the Rows shelf.
o Drag the Description field to the Text shelf in the Marks card.
2. Filter for a Specific Movie:
o Drag the Title field to the Filters shelf and select the movie(s) you want to
display.
o You can also create a Parameter to allow the user to choose a movie
interactively.
3. Format the Text Sheet:
o Use the Format pane to adjust the font size and style for the description text.
 o Add a title such as “Movie Description.”

Build an Interactive Dashboard

Objective: Combine the created visuals into an interactive dashboard.

Steps:

1. Create a New Dashboard:

o Click on the Dashboard tab and select New Dashboard.
2. Add Visuals to the Dashboard:
o Drag the worksheets (donut chart, area chart, bar chart, map, text sheet) into the
dashboard workspace.
o Arrange the visuals appropriately, ensuring they fit well within the dashboard
layout.
3. Add Interactivity:
o Click on the Dashboard menu, then select Actions.
o Choose Filter or Highlight actions, depending on how you want your dashboard
to behave. For example, you could set it so that clicking on a specific genre in
the bar chart filters the map or other visuals.
4. Add Filters or Parameters:
o Drag filters like Type, Genre, or Country to the dashboard so users can interact
with the data.
o Set these filters to affect all relevant charts by selecting the option “Apply to
Worksheets” -> “All Using Related Data Source.”
5. Format the Dashboard:
o Use the Format pane to adjust fonts, borders, and colors.
o Add a title such as “Amazon Prime Data Analysis.”
6. Publish the Dashboard:
o Save your dashboard and publish it to Tableau Server or Tableau Public for
sharing and interaction.

IN POWER BI:

Create a Donut Chart to Show the Percentage of Movies and TV Shows

Objective: Display the distribution of Movies and TV Shows as a percentage.

Steps:

1. Load Data:
o Open Power BI Desktop and import your Amazon Prime dataset.
2. Create a Donut Chart:
o In the Visualizations pane, select the Donut Chart.
o Drag the Type field (containing “Movie” and “TV Show”) to the Legend.
o Drag the Count of Type to the Values.
3. Format the Donut Chart:
o Use the Format pane to adjust the Data Labels to show both the count and
percentage of total.
o Customize the Colors to differentiate Movies and TV Shows.
 o Add a title like “Percentage of Movies and TV Shows.”

Create an Area Chart to Show Releases by Year and Type

Objective: Visualize the number of Movies and TV Shows released each year, broken down
by type.

Steps:

1. Create an Area Chart:

o In the Visualizations pane, select the Area Chart.
o Drag the Release Year field to the X-Axis.
o Drag the Number of Records to the Y-Axis.
o Drag the Type field to the Legend to break the area chart by Movies and TV
Shows.
2. Format the Area Chart:
o Use the Format pane to adjust the X-Axis, Y-Axis, and Colors to make the chart
clear.
o Add a title like “Releases by Year and Type.”

Create a Horizontal Bar Chart to Show the Top 10 Genres

Objective: Display the top 10 most frequent genres on Amazon Prime.

Steps:

1. Create a Bar Chart:

o In the Visualizations pane, select the Clustered Bar Chart.
o Drag the Genre field to the Y-Axis.
o Drag the Number of Records to the X-Axis.
2. Filter for Top 10 Genres:
o Click on the Genre field in the Visualizations pane.
o Select Top N from the filter options, and filter by the top 10 genres based on
Number of Records.
3. Format the Bar Chart:
o Adjust the colors and bar styles in the Format pane.
o Add a title like “Top 10 Genres on Amazon Prime.”

Create a Map to Display Total Shows by Country

Objective: Use a map to visualize the total number of movies and TV shows produced by each
country.

Steps:

1. Create a Map:
o In the Visualizations pane, select the Map visual.
o Drag the Country field to the Location bucket.
o Drag the Number of Records to the Size and Color buckets to size and color the
data points based on the number of shows.
 2. Format the Map:
o Adjust the map styling in the Format pane (like Map Styles and Data Colors).
o Add a title like “Total Shows by Country.”

Create a Text Visualization to Show the Description of a Movie

Objective: Display the description of a selected movie or set of movies.

Steps:

1. Create a Text Visualization:

o In the Visualizations pane, select the Card visual.
o Drag the Description field to the Values.
2. Add Filters:
o Add a Slicer visual to the report.
o Drag the Title field to the Slicer to allow users to select a movie.
o When a movie is selected, its description will appear in the Card visual.
3. Format the Text:
o Adjust the Font Size and Card Size in the Format pane for better readability.
o Add a title like “Movie Description.”

Build an Interactive Dashboard

Objective: Combine all the created visuals into an interactive dashboard.

Steps:

1. Create a New Dashboard:

o In the Power BI Desktop, click on the Report View.
o Arrange the visuals (donut chart, area chart, bar chart, map, and text card) on a
single page to create a dashboard.
2. Add Slicers:
o Add Slicer visuals to allow the user to filter the dashboard. For instance, add a
slicer for Genre or Country.
3. Configure Interactions:
o To control how visuals interact with one another, select a visual, go to the
Format menu, and choose Edit Interactions. You can set how selecting data in
one visual filters or highlights the other visuals.
4. Add Titles and Formatting:
o Use the Text Box option to add a dashboard title.
o Adjust the layout for visual clarity and aesthetics in the Format pane.
5. Publish the Dashboard:
o Save your work and publish the dashboard to the Power BI service for sharing.