--- Power View
Power View is used to Create Visuals by Taking Dataset as Source .
Visuals - Graphical Representation of Data we call as Visuals
Visuals will be Created in Report View of Power BI Desktop
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--- Visual Interactions
By Default Every Visual in a Report Page is Highly Interactive.
When we Click on any Data Point in One Visual ,
all other Visuals in Report Page will interact accordingly (or) will filter the
data.
---
** Types of Interactions
3 Types
1. Highlight Action
2. Filter Action
3. None Actions
-- Select the Source Visual -> Ribbon -> Format Tab -> Switch on Edit
Interactions
Few Visuals will Support all the 3 Interactions
1. Highlight Action
2. Filter Action
3. None Actions
Few Visuals will Support Only 2 Interactions (Card Visuals)
2. Filter Action
3. None Actions
--------------------------
Power BI will Give First Priority to Highlight Action.
Next Priority to Filter Action.
Few Visuals(Ex: Card Visual) will not Support Highlight Action.
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Between the Visuals by Default we will Have Either Highlight Action or Filter
Action
-- Sometimes Clients will ask us to Change Default Visual Interaction Behaviour
Between the Visuals
- To Change Default Visual Interaction Behaviour Between the Visuals
-- Select the Source Visual -> Ribbon -> Format Tab -> Switch on Edit
Interactions
---------------------------------------------
If we want to switch Only Filter Action between Every Visual in one go (Single
step)
File Menu -> Options & Settings -> Options -> Current File -> Report Settings ->
Visual Options.
Check Change Default Interaction Action from Cross Highlighting to Cross Filtering
Note: With Visual interactions we can present more information with less visuals.
-----------------------------
*** What is Datatype?
Datatype - Datatype Represents Type of Information Stored in the Column.
Number DataType - Numeric Information
Date DataType - Date Information
Text DataType - Text (or) Any Combination of Text , Number, Special Characters
--Again Data types are classified in to 2 types of Columns.
1. Fact Columns: Any Numeric Column, which can be aggregable is called Fact Column.
Ex: Sales amount, Qty, Profit, Discount...etc
2. Dimension Columns: Any Column which is not Fact column.
i.e All Text & Date columns are Dimensional columns and Some Numeric Columns are
Dimension Columns (Which can't be aggregable).
Ex: Region, OrderDate, Row Id, Postal Code.
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*** What are the different filters in Power BI.?
Filters Purpose - To Show Subset Data from Complete Data we will Use Filters
i.e. When Power Pivot Contains Complete Data and if we need to Show Subset of Data
in the Visuals we will use Filters in Power View
We have 4 types of Filters in Power View.
NewName OldNames
1. Filters on this Visual / Visual Level Filters
2. Filters on this Page / Page Level Filters
3. Filters On all Pages / Report Level Filters
4. DrillThrough Filters / DrillThrough Filters
--------
Filter SubTypes - 5 SubTypes
1. Basic Filtering
2. Advanced Filtering
3. Top N
4. Relative Date
5. Relative Time
When we Filter Data on Text & Number Datatype Columns
1. Basic Filtering
2. Advanced Filtering
3. Top N
When we Filter Data on Date Datatype Columns
1. Basic Filtering
2. Advanced Filtering
3. Top N
4. Relative Date
5. Relative Time Filtering
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--1). Filters on this Visual - When ever we need to Filter the Data on a Single
Visual / Specific Visual
we will use Filters on this Visual
--------
--2). Filters on this Page - When ever we need to Filter the Data in all the
Visuals of a page
we will use Filters on this Page
--------
--3). Filters On all Pages - When ever we need to Filter the Data in all pages of a
Report
(All Pages & All Visuals) we will use Filters On all Pages
--------
-- 4). DrillThrough Filters - When ever we need to Pass Filter Condition from One
Page to Another Page
we will Use DrillThrough Filters
--DrillThrough Filters with the following.
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Right Button
LeftButton
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How to Filter the Data on Number , Text and Date Datatype Columns.
--Filter the Data on Number Datatype Columns
1. Basic Filtering (Ex: Show employee details whose Dept No=10)
2. Advanced Filtering (Ex: Show employees whose Sal Between 2000 & 5000)
3. Top N (Ex: Show Top 5 employess details based on SAL)
Show employees whose Sal Between 2000 & 5000 ----> i.e. Sal >=2000 AND Sal<=5000 (6
Employees)
------AND Operator
-- If Both Conditions are True if we need to Show Records we need to Use AND
Logical Operator.
Cond 1 Cond 2 Result
True True True
True False False
False True False
False False False
------OR Operator
Show employees whose Sal is either >=2000 OR Sal<=5000 (15 Employees as between
Min-Max Sal)
-- if any One of the Condition is True if we need to Show Record we need to use OR
Logical Operator.
Cond 1 Cond 2 Result
True True True
True False True
False True True
False False False
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-- Filter the Data on Text Datatype Columns
1. Basic Filtering (Ex: Show the Category wise quantities for EAST Region)
2. Advanced Filtering (Ex: Show the Customer Name wise quantities whose names start
with Either N or T or R letters)
3. Top N (Ex: Show Bottom 5 Sub-Categories based on profits)
Note: In Power View Text Filters are Case InSensitive
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-- Filter the Data on Date Datatype Columns
1. Basic Filtering : If the data is for finite idividual dates(< 10) Ex: Show
employees for any 5 random dates from Emp Table.
2. Advanced Filtering: Quantities for Order date -> 17-06-2024 or 18-06-2024 or 19-
06-2024
3. Top N: Top 3 Quantities for Order date
4. Relative Date : Show the Orders for last 2 Years/ last 2 calander Years.
5. Relative Time Filtering :
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Clear Filter
Lock Filter
Show or Hide Filters Pane
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** Have you used any Drilldown Visuals.? And How many types of Drilldown Visuals
you used.?
Hierarchies & DrillDown Reports / Visuals
Category wise Sales (1)
Sub-Category wise Sales (2)
Create a visual to Show Sub -Category wise Sales where Category = "Technology" (3)
Create a visual to Show Sub -Category wise Sales where Category = "Furniture" (4)
Create a visual to Show Sub -Category wise Sales where Category = "Office Supplies"
(5)
Create a visual to Show Product Name wise Sales (6)
Category(3 Types) -> Sub Category(17 Types) -> Product Name (Many Types)
Create a visual to Show Product Name wise Sales for 17 Different Sub-Categories -
17 Visuals Like below.
Create a visual to Show Product Name wise Sales Where Sub-Category
="Copiers" .... and so on.
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Purpose: Instead of Creating Multiple Visuals (Above 23 different Visuals),
We can Present all the Multiple Visuals (Above 23 Visuals) in One Visual by using a
DrillDown Visual.
To Create a DrillDown Visual we need to Have a Hierarchy
If we need to Create a Hierarchy we need to Have Related Dimension Columns in the
Tables
Related Dimension Columns
Category, Sub-Category & ProductName - Product Hierarchy
Region, State & City - Geography Hierarchy
-----------------------------------------
Hierarchy - Ordered Sequence of Related Dimension Columns we call as Hierarchy
When we Create a Visual Using Hierarchy it will Show First Level Data in the
Hierarchy.
----------------------------
By Default When we Drill Down the Visual it will Filter the Data in all Other
Visuals of a Page.
Select the Source Visuals -> Format Tab -> Apply DrillDown Filters to > Selected
Visual.
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Types of Hierarchies
2 Types
1. User Defined Hierarchies
2. System Defined Hierarchies
-- 1. User Defined Hierarchies - What ever the Hierarchies created by Power BI
Developer we call them as User Defined Hierarchies.
Eg1:- Product Hierarchy
Category
Sub-Category
ProductName
Eg2:- Geography Hierarchy
Region
State
City
-- 2. System Defined Hierarchies - When Power BI Find Date Columns it Will Create
a Hierarchy Automatically is called System Defined Hierarchy.
Eg: Date Hierarchies
Year
Quarter
Month
Day
Note: We can't modify or update the System Defined Hierarchies.
To Stop System Defined Hierarchies
File Menu -> Options & Settings -> Options -> Current File -> Data load -> Time
intelligence -> UnCheck: Auto date/time.
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Visualizations
Graphical Representation of Data we call as Visuals.
Clients will Provide Business Data and they will ask You to Show Some Information /
Analysis.
Based on Information Client is asking, we need to Choose Right Visual to present
the Data.
-- To Choose a Right Visual, we need to know.
1. Purpose of the Visual.
2. Build Visual/ Field Wells: Where to drag Dimension Column & Fact Columns.
3. Formatting Options.
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---- Data visualization Types
1. Visuals for Filtering
2. Visualizing Categorical Data
3. Visualizing Trend Data / Date and Time Data
4. Visualizing KPI Data
5. Visualizing Tabular Data
6. Visualizing Geographical Data
7. Leveraging Power BI Custom Visuals
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Visuals for Filtering Data
1. Slicer Visual
Purpose - Slicer Visual is used to Filter the Data in a Report Page by the
Clients/ End Users.
** What is the Difference between Filters & Slicers ?
---
Build Visual: It is the 1st section of a Visual.
Fields: We will drag Multiple Dimension Columns (Text, Date & Some Numeric
Columns).
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Slicer Visual Formatting Options
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Slicer Settings:
Slicer Types: Options
Based on the data type of the columns, we will see different Slicers types.
-- Text Column
1. Vertical List - Less Number of Dimension Values
2. Tile - Less Number of Dimension Values & Values will be in boxes
3. DropDown - More Number of Dimension Values
-- Date Column
1. Vertical List - Less Number of Dimension Values
2. DropDown - More Number of Dimension Values
3. Tile
4. Between
5. Before
6. After
7. Relative Date
8. Relative Time
-- Number Column
1. Vertical List
2. Tile
3. DropDown
4. Between
5. Less than or equal to
6. Greater than or equal to
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--- Visualizing Categorical Data
1. Pie Chart
Purpose: Pie Chart is used to Show/Visualize Categorical Data,
when we Have Less Number of Categorical Values(< 10 Values)
Category(Dimension Column) wise Sales(Fact Column)
Category wise Sales & Profit
Category wise Sales , Profit & Shipping Cost
Category, Region wise Sales
Category, Region wise Sales & Profit
Category, Region wise Sales , Profit & Shipping Cost
----
Tooltip
1. Default
2. Report Page Tooltip
3. Modern Visual Tooltip
-- Formating Options
----------------------------
2. Donut Chart
Purpose: Donut Chart is used to Show / Visualize Categorical Data,
when we Have Less Number of Categorical Values (<10)
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3. Treemap Visual
Purpose: Treemap Visual is used to Show / Visualize Categorical Data,
when we Have Medium Number of Categorical Values (10-20)
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Bar Charts & Columns Charts
--- Bar Charts: It will show values horizentally.
Purpose: Bar Charts Visual is used to Show / Visualize
Categorical Data when we Have More Number of Categorical Values (> 20).
-- Stacked Bar Chart will work as Bar Chart itself.
i.e. With 1 Dimension Column & 1 Fact Column Stacked Bar Chart will work as Bar
Chart.
-- Stacked Bar Chart: It contains One Value on top of another value horizentally.
-Small Multiples: One Bar chart will be spitted in to multiple bar charts.
-Zoom Slider: To Zoom in the bars for clear reading of data labels.
-Conditional formating: Define colours based on own rules.
- Formating Options: Total lables., Plot area - Back ground image.
--- Column Charts: It will show values vertically.
Purpose: Column Charts Visual is used to Show / Visualize some "-Ve values" for
Categorical Data with more categorical values.
-- Stacked Column Chart will work as Column Chart itself.
i.e. With 1 Dimension Col & 1 Fact Col Stacked Column Chart will work as Column
Chart.
-- Stacked Column Chart: It contains One Value on top of another value vertically.
Cluster Bar Chart: It will show values side by side Horizentally, It will be used
for better comparisions.
Cluster Column Chart: It will show values side by side Vertically, It will be used
for better comparisions.
100% Stacked Bar Chart: It will show each dimension value contribution out of 100%
horizentally.
100% Stacked Column Chart: It will show each dimension value contribution out of
100% vertically.
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-Visualizing Trend Data / Date and Time Data / Time Series Data
The purpose of Line Chart, Area Chart, Stacked Area Chart, Line & Stacked Column
Chart,
Line & Clustred Column Chart is Visualizing Trend Data
Ex: Year wise Sales
Ex: Quarter wise Proifts
Line Chart - Line Chart is used to Show / Visualize Trend Data / Date and Time
Data / Time Series Data
Trend Line: It is the line of best fit of the given bi-variate data.
It is used to represent the behavior of the data, i.e. a positive trend, a negative
trend, or no trend at all.
Forecast: It will be used to estimate the future values for next time periods.
(i.e: For [Link] Days/Weeks/Months/Quarters/Years)
----------------------------------------
Area Chart - Area Chart is use to Show / Visualize Trend Data / Date and Time
Data / Time Series Data
It will be used for better comparisions.
----------------------------------------
Stacked Area Chart
Stacked - When we Show One Value on Top of Other we call as Stacked
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Combination Charts
1. Line & Stacked Column Chart
2. Line & Clustred Column Chart
Line & Stacked Column Chart
By Default it will Show Column Scale in Left Hand Side and Line Scale in right Hand
Side.
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--Ribbon Chart:
Purpose - When ever we need to Give Rankings we will present the Data in Ribbon
Chart
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-- Waterfall Chart:
Purpose - Waterfall Chart is used to Show Cumulative Totals
To See Breakdown of Measure Value Between 2 Time Periods we will Use Waterfall
Chart
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--Funnel Chart:
Purpose- When ever we have Multiple Process Data to identify Bottleneck (Gap) in a
Process we will Use Funnel Chart
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-- Scatter Chart:
Purpose - When ever we need to Compare 2 Measure Values based on single dimension
column.
Ex: Region wise sales & profit.
Values is for Dimension columns.
X-axis, Y-axis, Size & Tooltip for are for Fact columns
Play Axis is for Date (or) Time Dimension Column, By default it will show last
time related data.
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Visualizing KPI Data
KPI - Key Performance Indicator
Retail - Quantity, Sales , Profit
--------------------
Card Visual - Card Visual is used to Show KPI Data .
Card Visual will Allow Only One KPI
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Multi Row Card
Multi Row Card is used to Show KPI Data and it allows multiple KPIs.
-----------------
Gauge Visual
Purpose - Gauge Visual is used to Show Target Related Data
Targets will be Assigned Based on KPI's (Fact Columns)
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KPI Visual - KPI Visual is used to Show Target Related Data, By default it will
show last time period data.
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--Table Visual
--Presenting the Data in a Structured Format (Table Format)
Purpose - It will be used to show More Number of Dimension Columns & Fact Columns.
----------------
Matrix Visual
Purpose - Matrix Visual is used to Show Data in a Pivot Format (Less Rows)
To Show Sub-Totals
---------------------
-- Visualizing Geographical Data
State wise Sale
City wise Sales
Map Visual / Bubble map - Map Visual is used to Show Geographical Data
Power Bi will Use Bing Maps
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Latitude & Longitude is used to Locate Location Information Accurately
----------------
Filled Map - Filled Map is used to Show Geographical Data
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Decomposition Tree - It is used to Show Related Dimensional columns Data level
wise
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--Q & A Visual
Purpose: Using Q & A Visual Clients Can Write Questions which they need Some
Answers from available tables.
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-- Bookmarks , Selection Pane , Buttons.
--- Bookmarks: It can be used to save the current state of a Report Page.
--- Selection Pane: It will be used to show or hide the visuals in a Report Page.
-- With Bookmarks we can do the following.
1). Changing the Visuals dynamically.
2). Instead of showing reports in multiple pages, we can show them in single page.
---Buttons: These will be used for Page Navigation.
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