7

Dashboard in a Day
by Power BI Team, Microsoft

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Contents
Overview .......................................................................................................................................................... 5
Introduction ................................................................................................................................................. 5
Data Set........................................................................................................................................................ 5
Power BI Desktop ............................................................................................................................................ 6
Power BI Desktop – Accessing Data............................................................................................................. 6
Power BI Desktop – Data Preparation ....................................................................................................... 16
Power BI Desktop – Data Modeling and Exploration ................................................................................ 25
Power BI Desktop – Data Exploration Continued ...................................................................................... 42
Power BI Desktop – Data Visualization ...................................................................................................... 58
Power BI Service ............................................................................................................................................ 73
Power BI Service – Publishing Report ........................................................................................................ 73
Power BI Service – Building Dashboard ..................................................................................................... 76
Power BI Service – Collaboration and Distribution ................................................................................... 90
References ..................................................................................................................................................... 93

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Lab Prerequisites
Following prerequisites and setup must be complete for successful completion of the exercise:

• You must be connected to the internet.

• Signup for Power BI: Go to http://aka.ms/pbidiadtraining and sign up for Power BI with a business
email address. If you cannot sign up for Power BI, let the instructor know.
• If you have an existing account, please go to http://app.powerbi.com and Sign in using your
Power BI Account.
• At minimum, a computer with 2-cores and 4GB RAM running one of the following version of
Windows: Windows 8 / Windows Server 2008 R2, or later.
• Microsoft Power BI Desktop requires Internet Explorer 10 or greater.
• Verify if you have 32-bit or 64-bit operating system to decide if you need to install the 32-bit or 64-
bit applications.
o Search for computer on your PC, right click properties for your computer.
o You will be able to identify if your operating system is 64 or 32 bit based on “system type”
as shown below.

• Download the Power BI Content: Create a folder called DIAD on the C drive of your local machine.
Copy all contents from the folder called Dashboard in a Day Assets to the DIAD folder you just
created (C:\DIAD).
• Download and install Power BI Desktop using any one of the options listed below:
o If you have Windows 10, use Microsoft App Store to download and install Power BI Desktop
app.
o Download and install Microsoft Power BI Desktop from http://www.microsoft.com/en-
us/download/details.aspx?id=45331.

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Document Structure
This document has two main sections:
• Power BI Desktop: This section highlights the features available in Power BI Desktop and walks the
user through the process of bringing in data from the data source, modeling and creating
visualizations.
• Power BI Service: This section highlights the features available in Power BI Service including the
ability to publish the Power BI Desktop model to the web, creating and sharing dashboard and Q &
A.

The document flow is in a table format. On the left panel are steps the user needs to follow and in the
right panel are screenshots to provide a visual aid for the users. In the screenshots, sections are
highlighted with red boxes to highlight the action/area user needs to focus on.

NOTE: This lab is using real anonymized data and is provided by ObviEnce LLC. Visit their site to learn
about their services: www.obvience.com .
This data is property of ObviEnce LLC and has been shared for the purpose of demonstrating Power BI
functionality with industry sample data. Any uses of this data must include this attribution to ObviEnce
LLC.

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Overview
Introduction
Today you will be learning various key features of the Power BI service. This is an introductory course
intended to teach how to author reports using Power BI Desktop, create operational dashboards and
share content via the Power BI Service.

Data Set
The dataset you will you use today is a sales and market share analysis. This type of analysis is very
common for the office of a Chief Marketing Officer (CMO). Unlike the office of the Chief Financial Officer
(CFO), a CMO is focused not only on company’s performance internally (how well do our products sell) but
also externally (how well do we do against the competing products).

The company, VanArsdel, manufactures expensive retail products that could be used for fun as well as
work and it sells them directly to consumers nationwide as well as in several other countries.

By the end of the class, you will build a report which will look similar to what you have seen in the
presentation.

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Power BI Desktop
Power BI Desktop – Accessing Data
In this section, you will import VanArsdel and its competitors USA sales data. Then you will import and merge sales
data from other countries.

Power BI Desktop - Get Data

Let’s start with looking at the data files.
The dataset contains sales data of
VanArsdel and other competitors. We
have 7 years of transaction data by day,
product and zip code for each
manufacturer. We are going to analyze
data from 7 countries.

USA sales data is in a csv file located in

/Data/USSales folder.

Sales of all other countries is in

/Data/InternationalSales folder. Each
country’s sales data is in a csv file in this
folder.

Product, Geography and Manufacturer

information is in an excel file in
/Data/USSales/bi_dimensions.xlsx.

1. Open
/Data/USSales/bi_dimensions.xlsx.
Notice the first sheet has Product
information. The sheet has a header and
product data is in a named table. Also
notice Category column has a bunch of
empty cells.

Manufacturer sheet has data laid out

across the sheet and with no column
headers and it has a couple of blank rows
and a note in row 7.

Geo sheet has geography information.

The first couple of rows has data details.
Actual data starts from row 4.

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We will start by connecting to data from
these different files and perform data
cleaning and transformation operations.

2. If you don’t have the Power BI

Desktop open, launch it now.
3. Select Already have a Power BI
Account? Sign in option.
4. Sign in using your Power BI
credentials.
5. Startup screen opens. Click on X on the
top right corner of the dialog to close
it.

Let’s set up the locale to US English, to

make it convenient to go through the rest
of this lab.

6. From the ribbon, select File -> Options

and settings -> Options.
7. In the left panel of Options dialog,
select Regional Settings.
8. From the Locale drop down select
English (United States).
9. Select OK to close the dialog.

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First step is to load data to Power BI
Desktop. We will load USA Sales data
which is in comma separated value (CSV)
files.

10. From the ribbon, select Home -> Get

Data.
11. Select Text/CSV.

Note: Power BI Desktop has the

capability to connect to 100+ data
sources. We are using csv and excel data
files in this lab for simplicity.

12. Browse to DIAD\Data\USSales folder

and select sales.csv.
13. Click Open.

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Power BI detects the data type of each
column. There are options to detect the
data type based on the first 200 rows or
based on the entire dataset or not detect
it. Since our dataset is large and it will
take time and resources to scan the
complete data set, let’s leave the default
option of selecting dataset based on the
first 200 rows.
After completing your selection, you have
three options – Load, Edit or Cancel.
• Load, loads the data from the
source into Power BI Desktop for
you to start creating reports.
• Transform Data allows you to
perform data shaping operations
such as merging columns, adding
additional columns, changing data
types of columns as well as
bringing in additional data.
• Cancel gets you back to the main
canvas.

14. Click Transform Data as shown in the

screenshot. A new window opens.
You should be in the Query Editor
window as shown in the screenshot to
the right. Query Editor is used to perform
data shaping operations. Notice the sales
file you connected to shows as a query in
the left panel. You see a preview of the
data in the center panel. Power BI
predicts data type of each field (based on
the first 200 rows) which is indicated next
to the column header. In the right panel,
steps that Query Editor performs are
recorded.

Note: You will be bringing in sales data

from other countries as well as
performing certain data shaping
operations.

15. Notice Power BI has set Zip field to

data type Whole Number. To ensure

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Changing the
data type is a big
deal to use later
 that Zip codes which start with zero
don’t lose the leading zero, we will
format them as text. Highlight the
Zip column. From the ribbon, select
Home -> Data Type and update it to
Text.
16. Change Column Type dialog opens.
Select Replace Current button which
overwrites Power BI’s predicted
datatype.
Now let’s get the data that is in excel
source file.

17. From the ribbon, select Home -> New

Source -> Excel.

18. Browse to DIAD\Data\USSales folder

and select bi_dimensions.xlsx.

Navigator dialog opens.

19. Navigator dialog lists 3 sheets that

are in the excel workbook. It also lists
the Product named table. Select
product from the left panel and in
preview panel notice the first row is
the header. This is not part of the
data.
20. Unselect product from the left panel.
Select Product_Table. Notice this has
only the contents of the named table.
This is the data we need.

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 Note: Table names are differentiated
from Worksheet names by using different
icons.

21. From the left panel, select geo. In the

preview panel notice the first couple
of rows are headers that are not part
of the data. We will remove them
shortly.
22. From the left panel, select
manufacturer. In the preview panel
notice the last couple of rows are
footers that are not part of the data.
We will remove them shortly.
23. Select OK. (Make sure Product_Table,
geo and manufacturer are selected in
the left panel)
Notice all 3 sheets are added as queries
in the Query Editor.

Power BI Desktop - Adding additional data

International subsidiaries have agreed to provide their sales data so that the company’s sales can be analyzed
together. You’ve created a folder where they each put their data.

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To analyze all the data together you will
want to import the new data from each of
the subsidiaries and combine it with the
US Sales you loaded earlier.
You can load the files one at a time similar
to the US Sales but Power BI provides an
easier way to load all the files in a folder
together.

24. Click on the New Source drop down

in the Home menu tab of the Query
Editor.
25. Select More… as shown in the figure.

Get Data dialog opens.

26. In the Get Data dialog select Folder as
shown in the diagram.
27. Click Connect.

Folder dialog opens.

28. Click Browse… button.
29. In the Browse for Folder dialog
navigate to the location where you
unzipped the class files.
30. Open the DIAD folder.
31. Open the Data folder.
32. Select the InternationalSales folder.
33. Click OK (to close the Browse for
Folder dialog box).
34. Click OK (to close the Folder dialog
box).

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Note: This approach will load all files in
the folder. This is useful when you have a
group that puts files on an ftp site each
month and you are not always sure of the
names of the files or the number of files.
All the files must be of the same file type
with columns in the same order.
Dialog displays the list of files in the
folder.

35. Since we want to combine data, click

Combine & Transform Data.

Note: Date accessed, Date modified and

Date created might be different compared
to the dates displayed in the screenshot.

Combine Files dialog opens. By default,

Power BI again detects the data type
based on the first 200 rows.
Notice there is an option to select various
file Delimiters. The file we are working
with is Comma delimited, so let’s leave
Delimiter option as Comma.
There is also an option to select each
individual file in the folder (using Example
File dropdown) to validate the format of
the files.

36. Select OK.

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You will be in the Query Editor window
with a new query called
InternationalSales.
37. If you do not see the Queries pane on
left, click on the > icon to expand.
38. If you do not see the Query Settings
pane on the right as shown in the
figure, click on View in the ribbon and
click Query Settings to see the pane.
39. Click on the Query InternationalSales.

Notice that column Zip is of type Whole

Number. Based on the first 200 rows
Power BI thinks Zip is of type Whole
Number. But zip code could be alpha
numeric in some countries or leading
zeros (similar to USA data). If we do not
change the data type, we will see an error
when we load the data shortly. So, let’s
change Zip to data type Text. IMPORTANT!
Changing the data
40. Highlight the Zip column and change type is a big deal
the Data Type to Text. to use later
41. Change Column Type dialog opens.
Select Replace Current button.

In Queries panel, notice Transform File

from InternationalSales folder is created.
This contains the function used to load
each of the files in the folder.

If you compare InternationalSales and

sales table, you will see the
InternationalSales table contains two
new columns, Source.Name and Country.

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42. We do not need Source.Name
column. Select Source.Name column.
From the ribbon, select Home ->
Remove Columns -> Remove
Columns.

43. Click on the drop down next to

Country column to see the unique
values.
44. You will only see Australia as shown
in the figure. By default, Power BI
only loads the first 1000 rows. Click
on Load more to validate you have
data from various countries included.

You will see the countries, Australia,

Canada, Germany, Japan, Mexico and
Nigeria.

45. Click OK.

Note: You can perform various types of

filters, sorting operations using the drop
down to verify the imported data.

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Power BI Desktop – Data Preparation
In this section, we will explore methods to transform data in the data model. Transforming the data by renaming
tables, updating data types, and appending tables together ensures that the data is ready to be used for reporting.
In some instances, this means cleaning the data up so that similar sets of data are combined. In other instances,
groups of data are renamed so that they are more recognizable by end users and simplifies report writing.

Power BI Desktop - Renaming tables

The Query Editor window should appear
as shown in the diagram.
• If formula bar is disabled, you can turn
on the formula bar from the View
ribbon. This enables you to see the
“M” code generated by each click on
the ribbons.
• Select the options available on the
ribbon – Home, Transform, Add
Column and View to notice the
various features available.

1. Under Queries panel, minimize

Transform Files from InternationalSales
folder.
2. Select each query name in the Other
Queries section.
3. Rename them in the Query Settings ->
Properties section as shown below:

Initial Name Final Name

sales Sales
Product_Table Product
geo Geography
manufacturer Manufacturer
InternationalSales International
Sales

Note: It is best practice to give descriptive

query names and column names. These
names are used in visuals and in Q&A
section, which is covered later in the lab.

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Power BI Desktop – Filling empty values
Some of the data provided is not in the right format. Power BI provides extensive transformation capabilities to
clean and prepare the data to meet our needs. Let’s start with Product query. Notice that Category column has a lot
of null values. Hover over the green/gray bar (known as quality bar) below the column header. This allows you to
easily identify errors and empty values in your data previews. Looks like there are values in Category column only
when the value changes. We need to fill it down to have values in each row.

4. From the left panel, select Product

Query.
5. Select Category column.
6. From the ribbon select Transform -> Fill
-> Down.

Notice now all the null values are filled

with the appropriate Category values.

Power BI Desktop – Splitting columns

In Product query, notice Product column. Looks like the product name and product segment are concatenated into
one field with a pipe (|) separator. Let’s split them into two columns. This will be useful when we build visuals, so
we can analyze based on both fields.

7. From the left panel, select Product

Query.
8. Select Product column.
9. From the ribbon select Home -> Split
Column -> By Delimiter. Split Column by
Delimiter dialog opens.
10. In the dialog, make sure Custom is
selected in the Select or enter delimiter
dropdown.
Note: Select or enter delimiter dropdown
has some of the standard delimiters like
comma, colon, etc.
11. Notice in the text area, there is a
hyphen (-). Power BI assumes we want to
split by hyphen. Remove hyphen symbol

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 and enter pipe symbol (|) as shown in the
screenshot.
12. Select OK.

Note: If the delimiter occurs multiple

times, Split at section provides option to
split only once (either left most or right
most) or the column can be split on each
occurrence of the delimiter.

In this scenario delimiter occurs only

once, hence Product column is split into 2
columns.

Power BI Desktop – Renaming columns

Let’s rename the columns.
13. Select Product.1 column. Right click
next to the column name.
14. Select Rename from the selection
dialog.
15. Rename the field to Product.
16. Similarly rename Product.2 to
Segment.

Power BI Desktop – Using Column From Examples to split columns

In Product query, notice that the Price column has price and currency concatenated into one field. To do any
calculations we just need the numeric value. It will be good to split this field into two columns. We can use the split
feature like earlier or we can use Column From Examples. Column From Examples is handy in scenarios where the
pattern is more complex than a delimiter.

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17. From the left panel, select Product
Query.
18. From the ribbon, select Add Column -
> Column From Examples -> From All
Columns.
19. In the first row of Column1 enter the
first Price value which is 412.13 and click
enter.
Notice as you enter, Power BI knows that
you want to split Price column. The
formula it uses is displayed as well.
20. Double click column header Text
After Delimiter to rename it.
21. Rename the column to MSRP.
22. Click OK to apply the changes.
Notice MSRP field is of data type text. It
must be a decimal. Let’s change it.
23. Select ABC in MSRP column.
24. From the selection dialog, select Fixed
Decimal Number.

Notice all the steps we performed on the

Product query are being recorded under
APPLIED STEPS in the right panel.

Similarly, let’s create a currency column.

25. With Product query selected, from the
ribbon, select Add Column -> Column
From Examples -> From All Columns.
26. In the first row of Column1 enter the
first Currency value as USD and click enter
Notice as you enter, Power BI knows that
you want to split Price column. The
formula it uses is displayed as well.
27. Double click column header Text
Before Delimiter to rename it.
28. Rename the column to Currency.
29. Click OK to apply the changes.

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 Now that we have split Price into MSRP
and Currency columns, we don’t need
Price column. Let’s remove it.
30. From the left panel, select Product
Query.
31. Right click next to Price column.
32. Select Remove.

Power BI Desktop – Removing unwanted rows

In Geography query, notice that first two rows are informational. It is not part of the data. Similarly, in Manufacturer
query the last couple of rows are not part of the data. Let’s remove them so we have a clean dataset.

33. In the left panel, select Geography

query.
34. From the ribbon, select Home ->
Remove Rows -> Remove Top Rows.
35. Remove Top Rows dialog opens. Enter
2 in the text box, since we want to
remove the top informational data row
and the blank 2nd row.
36. Select OK.

Notice the first row in Geography query

now is the column header. So let’s make it
a header.
37. With Geography query selected in the
left panel, from the ribbon select Home ->
Use First Row as Headers.
With that step Power BI predicts data
type of each field again
Notice column Zip was changed to data
type number. Let’s change it to text as we
did earlier. If we don’t we will see errors
when we load the data.
38. Select 123 next to Zip Column. From
the dialog, select Text.
39. Select Replace Current in the Change
Column Type dialog.

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 40. From the left panel, select
Manufacturer query. Notice the bottom 3
rows are not part of the data. Let’s
remove them.
41. From the ribbon, select Home ->
Remove Rows -> Remove Bottom Rows
42. Remove Bottom Rows dialog opens.
Enter 3 in Number of rows text box.
43. Select OK.

Power BI Desktop – Transposing data

44. From the left panel, select
Manufacturer Query. Notice
ManufacturerID, Manufacturer and Logo
data is laid across in rows. And the header
is not useful. We need to transpose the
table to meet our needs.
45. From the ribbon select Transform ->
Transpose.

Notice this transposes the data into

columns. Now we need the first row to be
the header.
46. From the ribbon select Home -> Use
First Row as Headers.

Notice now Manufacturer table is laid out

the way we need it with a header and
values along columns.
Notice on the right panel under APPLIED
STEPS you will see the list of
transformations and steps that have been
applied.
You can navigate through each change
made to the data by clicking on the step.
Steps can also be deleted by clicking on
the X that appears to the left of the step.
The properties of each step can be
reviewed by clicking on the gear to the
right of the step.

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Power BI Desktop – Appending queries
To analyze the Sales of all countries, it is
convenient to have a single Sales table.
Hence you want to append all the rows
from International Sales to Sales.
47. Select Sales in the Queries window in
the left panel as shown in the figure.
48. From the ribbon select Home ->
Append Queries.
Append dialog opens. There is an option
to append Two tables or Three or more
tables. Leave Two tables selected since
we are appending just two tables.
49. Select International Sales from the
drop down and click OK.
You will now see a new column in the
Sales table called Country. Since
International Sales had the additional
column for Country, Power BI Desktop
added the column to the Sales table when
it loaded the values from International
Sales.
You see null values in the Country column
by default for the Sales table rows
because the column did not exist for the
table with USA data. We will add the
value “USA” as a data shaping operation.
50. From the ribbon select Add Column ->
Conditional Column.
51. In the Add Conditional Column dialog,
enter name of the column as
“CountryName”.
52. Select Country from the Column
Name dropdown.
53. Select equals from the Operator
dropdown.
54. Enter null in the Values text.
55. Enter USA in the Output text.
56. Select the dropdown under Else and
pick Select a column option.
57. Select Country from the column
dropdown.

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58. Click OK.
This reads, if Country equals null then the
value is USA else value is that of Country.
59. You will see the CountryName column
in the Query editor window.

The original Country column is only

required as a temporary column. It is
not required in the final table for
analysis and can be removed.
60. Right click on the Country column and
select Remove as shown in the figure.
We can now rename CountryName
column to Country.
61. Right click on the CountryName
column and rename to Country.
62. Using Home -> Data Type or by
selecting the data type next to the column
header, change the data type of the
Country column to type Text.
63. Using Home -> Data Type or by
selecting the data type next to the column
header, change the data type of the
Revenue column to type Fixed Decimal
Number since it is a currency field.
When the data is refreshed, it will process
through all the “Applied Steps” that you
have created.
The newly named Country column will
have names for all countries, including the
USA.
You can validate this by clicking on the
drop down next to Country column to see
the unique values.

64. At first, you will only see USA data.

Click on Load more to validate you have
data from all 7 countries.
65. Click OK to close this filter.

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Typically, when exploring data, we load a
subset of data. There are multiple ways to
do this. From the ribbon, select Home ->
Keep Rows -> Keep Top Rows OR Home -
> Keep Rows -> Keep Bottom Rows OR
Home -> Keep Rows -> Keep Range of
Rows. You can use any of these options to
filter down to a subset of data.
Our dataset has data from 2012 to 2018.
For our analysis we want to start with the
last 3 years of data (2016-2018). We don’t
know how many rows. We can filter by
year to get the subset.
66. Select the arrow next to Date in Sales
Query.
67. Select Date Filters -> In the Previous…
68. Filter Rows dialog opens. Enter 3 in
the text box next to is in the previous.
69. Select years from the dropdown.
70. Select OK.
Now that International Sales data is
appended to Sales, we don’t need the
International Sales table to load to the
data model. Let’s prevent International
Sales table from loading to the data
model.

71. From the Queries panel on the left,

select International Sales query.
72. Right click and select Enable Load.
This will disable loading International
Sales.

Note: The appropriate data from the

International Sales table will load into the
Sales table each time the model is
refreshed. By removing the International
Sales table, we are preventing duplicate
data from loading into the model and
increasing its file size. In some instances,
storing very large amounts of data affects
the data model performance.

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 73. From the ribbon select View -> Query
Dependencies.

This opens Query Dependencies dialog.

The dialog shows the source of each of
the queries and dependencies. E.g. We
see that Sales query has a csv file source
and it has a dependency on International
Sales query. This is a useful self-document
that can be used to share knowledge with
your team members.

74. Select Close in the dialog.

Query Dependencies view can be zoomed

in and out as needed.
You have successfully completed import
and data shaping operations and are
ready to load the data into the Power BI
Desktop data model which allows you to
visualize the data.

75. Click on File -> Close & Apply.

All the data will be loaded in memory

within Power BI Desktop. You will see the
progress dialog with the number of rows
being loaded in each table as shown in
the Figure.

Note: It may take several minutes to load

all the tables.

76. Select File -> Save to save the file

after the data loading is complete. Name
the file as “MyFirstPowerBIModel”. Save
the file in \DIAD\Reports folder.

Power BI Desktop – Data Modeling and Exploration

In this section, we will learn the key parts of the Power BI desktop, to model and explore the data and build visuals.

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Power BI Desktop - Layout
You will land on the main Power BI
Desktop window. Let’s get familiar with
the distinct sections available in the
Power BI Window.

1. On the top, you see the Home tab

where the most common operations
you perform are available.
2. View tab has options to format the
page layout.
3. Modeling tab in the ribbon enables
additional data modeling capabilities
like adding custom columns and
calculated measures.
4. Help tab provides self-help options like
guided learning, training videos and
links to online communities, partner
showcase and consulting services.
5. On the left side, you have three icons,
Report, Data and Model. If you hover
over the icons, you can see the tool
tips. Switching between these allows
you to see the data and the
relationships between the tables.
6. The center white space is the canvas
where you will be creating visuals.
7. Visualizations panel on the right allows
you to select visualizations, add values
to the visuals and add columns to the
axes or filters.

8. The Fields window on the right panel,

is where you will see the list of tables
which were generated from the
queries. Click the icon next to a
table name to expand to the field list
for that table.
9. Click on the Data icon. Expand Sales
table in the Fields as shown in the
figure

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 Scroll up and down to notice how fast
you can navigate through ~ 3 Million
rows.
10. Click on the Model icon on the left
panel of Power BI Desktop.
You will see the tables you have imported
along with some Relationships. The
Power BI Desktop automatically infers
relationships between the tables.
o A relationship is created between
Sales and Product tables using
ProductID column.
o A relationship is created between
Product and Manufacturer tables
using ManufacturerID column.
Power BI supports 1 to many, 1 to 1 and
many to many types of relationships
between the tables.
In this lab we will be using 1 to many type
of relationship. This is the most common
type of relationship between tables. This
means one of the tables involved in the
relationship should have a unique set of
values.
Notice there is no relationship between
the Geography and Sales tables. If you
want to explore sales data across state or
city or country, you will need to setup the
relationship between the Geography and
Sales tables. You will create the
relationship shortly.
Note: Tables may not appear as shown in
the figure. You can zoom in and out of
the Relationships page by dragging the
zoom slider in the bottom right corner of
the window. Also, if want to ensure you
are seeing all the tables, use the fit to

page icon: . Drag and move the

tables to appear as shown in the figure.

Power BI Desktop – Data Exploration

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We loaded data from different
countries. So, let’s start with analyzing
sales by country.
11. Click on the Report icon on the left
panel to navigate to the Report view.
12. Select the Clustered column chart
visual in Visualizations as shown in the
screenshot.

13. From the FIELDS section, expand

Geography table and click the
checkbox next to the Country field.
14. From the FIELDS section, expand
Sales table and click the checkbox next
to the Revenue field.
15. Resize the visual as needed by
dragging the edges.
Notice revenue of each country is the
same. This is because there is no
relationship between Sales and
Geography tables. Let’s create one.
Note: You now need to set up the
correct relationship between these
tables.
To create a relationship between the
two tables we need a “joining” or
“relating” column.

16. Click on the Model icon on the left

panel to navigate to the Relationship
view.
17. Sales data is by Zip code. Hence, we
need to connect Zip column from Sales
table with Zip column in Geography
table. You can do this by dragging the
Zip field in Sales table and connecting
the line with Zip field in Geography
table.

You will notice Create relationship

dialog opens with a warning message
at the bottom stating the relationship
has a many-many cardinality. The

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reason for the warning is that we don’t
have unique Zip values in Geography.
This is because multiple countries
could have the same Zip code. Let’s
concatenate Zip and Country columns
to create a unique value field.
18. Select Cancel in Create relationship
dialog.
We need to create a new column in
both the Geography table and the Sales
table that combines “Zip” and
“Country”. Let us start by creating a
new column in the Sales table.
19. Click on the Report icon on the left
panel to navigate to the Report view.
20. In the Fields section, click on the
ellipsis next to Sales table. Select “New
Column” as shown in the figure.
You will see a formula bar appear as
shown in the screenshot to help create
this new column. IMPORTANT!
21. We can combine or concatenate If you get an error
the Zip and Country columns into a creating a new column
new column called ZipCountry here, make sure your Zip
separated by a comma. Let us create column is the Text Data
this column called ZipCountry using the Type.
following calculation in the editor. If you still have
problems, ask!
ZipCountry = Sales[Zip] & "," &
Sales[Country]

22. Once you are done entering the

formula press Enter or click in the
check mark on the left side of the
formula bar.

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You will notice that as you type the
expression the Power BI desktop guides
you to choose the right columns using a
Technology called Intellisense. As you
type half way through you can select
the right column by double clicking on
it using your mouse or by continuing to
hit tab until you see the correct name.

The language you used to create this

new column is called Data Analysis
Expression (DAX) which is very similar
to writing expressions in Excel where
you are concatenating the two
columns (Zip and Country) in each row
by using the “&” symbol.

You will see a new column ZipCountry

in Sales table. The icon with a (fx)
indicates you have a column that
contains an expression, also referred to
as calculated column.

You can also create a new column by

selecting the table and then clicking on
Modeling -> New Column from the
ribbon. Let us use this method to
create a “ZipCountry” column in the
Geography table.

23. From Fields section, select

Geography table and from the ribbon
select Modeling -> New Column as
shown in the figure.
24. Formula bar appears. Enter the
following DAX expression in the
formula bar:
ZipCountry = Geography[Zip]
& "," & Geography[Country]

You will see a new column ZipCountry

in Geography table. The final step is to
setup the relationship between the two
tables using the newly created

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“ZipCountry” columns in each of these
tables.

25. Click on the Model icon on the left

panel to navigate to the Relationship
view.
26. Drag ZipCountry field from Sales
table and connect it to ZipCountry field
in Geography table.
Now we have successfully created a
relationship. The number 1 next to
Geography indicates it is on the one
side of the relationship and * next to
Sales indicates it is on the many side of
the relationship.

27. Click on the Report icon on the left

panel to navigate to the Report view.
Notice the clustered column chart we
created earlier. It shows different sales
for each country. USA has the most
sales followed by Australia and Japan.
By default, it is sorted by Revenue.
28. Click on the ellipsis on the top right
corner of the visual.
Notice there is option to Sort by
Country as well.

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Now let’s analyze Sales by Country by
Manufacturer and see if we get more
insights.
29. With the Clustered column chart
selected, from the Fields section
expand Manufacturer table.
30. Drag and drop Manufacturer field
to Legend section.

There are many manufacturers and

clustered column chart does not
represent the information well. Let’s
change the visual.

31. With the Clustered column chart

selected, from the VISUALIZATIONS
section select Stacked column chart
visual.
32. Resize the visual as needed.

Now we can figure out the top

manufacturers by country. It will be
nice to narrow down to the top 5
competitors to better analyze the data.

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33. With Stacked column chart selected
34. In the Filters pane, expand
Manufacturer.
35. From the Filter Type drop down
select Top N.
36. Enter 5 in the text box next to Top.
37. From Sales table, drag and drop
Revenue field to By value section.
38. Select Apply filter.

Notice now the visual is filtered to

display the Top 5 manufacturers by
Revenue. We see that VanArsdel has
higher percentage of sales in Australia
compared to other countries.

Let’s see if there is another way to

build this visual.
39. Click on the white space in the
canvas and from the ribbon select
Home -> Ask A Question.
40. In the dialog start typing Top 5
Manufacturer. Notice a table with the
top 5 manufacturers is displayed.
41. Continue typing Top 5
Manufacturer by country by revenue.
Notice a bar chart is created.
42. Continue typing Top 5
Manufacturer by country by revenue
as stacked column chart. Notice we
can create the same visual we did
earlier by typing the question.
43. With the visual selected, under
VISUALIZATIONS section, scroll down
to Visual level filters. Expand
Manufacturer. Notice the Top N filter is
applied.
44. We have two of the same visuals,
so let’s delete this one. Hover over the
visual and select the ellipsis on the top
right corner. Select Remove.

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We are interested in the top 5
competitors by revenue. Let’s group
them so we don’t have to add a filter in
every visual.
Before we do that let’s remove the Top
5 visual level filter.

45. With Clustered column chart

selected
46. Hover over and select the Clear
filter icon (erase) next to Manufacturer
field in the Filters Pane.

47. From the FIELDS section, click on

the Manufacturer field name (note: do
not check the checkbox) from
Manufacturer table.
48. From the ribbon select Modeling ->
New Group. Groups dialog opens.
49. In the Ungrouped values section,
using Ctrl key, select Aliqui, Currus,
Natura and Pirum.
50. Select Group button. Notice a new
group is added in the Groups and
members section.
51. Double click the newly created
group and rename it to Top
Competitors.
52. Select VanArsdel from the
Ungrouped values section and select
Group button to create VanArsdel
Group.
53. Select the check box Include Other
group. This will create another Other
group which will include all the other
manufacturers.
54. Select OK to close Groups dialog.

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55. With the Stacked column chart
selected, click on the X next to
Manufacturer in the Legend section.
This will remove Manufacturer.
56. From the FIELDS section, drag the
newly created Manufacturer (groups)
to the Legend section.

Now we can clearly see that VanArsdel

has nearly 50% share in Australia.

57. Hover over VanArsdel section of

the Australia column. You will see a
tooltip with the Revenue.
58. Hover over Top Competitors
section of Australia column to get the
Revenue value.

Let’s find a better way to view the data

without creating a new visual.

59. Hover over one of the columns and

right click.
60. Select Show Data.
You will be in Focus mode with the
chart displayed on top and the data
displayed below. It is easy to see that
VanArsdel has a big percent of the
Australian market.
61. You can use the icon on the top
right corner to switch to vertical
layout. In this layout you will view the
chart on the left and data on the right
panel.
62. Select Back to Report to go back to
Report canvas.

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63. There is also an option to see the
records. Hover over one of the columns
and right click.
64. This time select See Records.
You will see the detailed records.
65. Select Back to Report to go back to
Report canvas.

Note: See Records and Show Data

options are also available in the ribbon
under Data/Drill menu option.

Let’s create Revenue by Manufacturer

visual.
66. Click on the white space in the
canvas. From the FIELDS section, click
the checkbox next to Revenue field in
Sales table.
67. From the FIELDS section, click the
checkbox next to Manufacturer field in
Manufacturer table.
68. From the VISUALIZATIONS section,
select Treemap visual.
69. Resize the visual as needed.
We have Revenue by Manufacturer.
Let’s figure out the interaction
between the Stacked column chart and
the Treemap visuals.
70. Click on USA column in the Stacked
column chart and notice the
Highlighted section of Treemap
updates.
71. Click on Australia column in the
Stacked Column chart and notice the
Highlighted section of Treemap
updates.
72. Similarly, select VanArsdel in the
Treemap and notice Stacked column
chart is filtered. This confirms that

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VanArsdel has a big percent of the
Australian market.
73. To remove the filter select
VanArsdel again.
The interaction between visuals is
called cross filtering.
Previously we added Top 5 Visual level
filter. Let’s add a filter to the Page
level, so we are working with the Top
Competitors and VanArsdel and filter
out the other manufacturers.
Page level filters apply to all the visuals
on the page whereas Visual level filter
applies to a visual.
74. From FIELDS section, drag
Manufacturer (groups) from
Manufacturer table to the Filters on
this page box in the Filters Pane
75. Select Top Competitors and
VanArsdel.
Let’s add a visual that will provide sales
information over time.
76. Click on the white space in the
canvas.
77. Click the checkbox next to the Date
field in Sales table. Notice a Date
Hierarchy is created.
78. Click the checkbox next to the
Revenue in Sales table field.
Notice a Clustered column chart is
created. Also notice in the Axis section,
a date hierarchy is created. There are
arrows on the top bar of the chart. This
is used to navigate through the
hierarchy.

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79. Click on the Revenue by Country
visuals and remove Manufacturer
(Groups) from the Legend
80. Click on USA column in the
Revenue by Country visual. Notice
sales is on the upward trend over time.
81. Click on Australia column in the
Revenue by Country visual. Again, the
trend is upwards.
82. We see a similar scenario with
Japan as well.
With the current interaction the visuals
are slicing the data. It will be nice to
filter data across visuals. This might
give us a better perspective. Let’s try
that.

83. Click on Australia column in the

Revenue by Country visual.
84. With the Revenue by Country visual
selected, from the ribbon select
Format -> Edit Interactions.
Notice on the top right of the other
two visuals we see new icons with the
highlight icon selected.
85. Select filter icon for both visuals.
Notice now in both Revenue by Year
and Revenue by Manufacturer data is
filtered for Australia.

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86. Now select Revenue by Year visual.
87. Select filter icon on the other two
visuals.
88. Similarly, select Revenue by
Manufacturer visual and select filter
icon on the other two visuals.
Once you are done, all the visuals
should be in filter mode.
89. With the Revenue by
Manufacturer visual selected, from the
ribbon select Format -> Edit
Interactions to remove the icons.

90. Click on VanArsdel in the Revenue

by Manufacturer visual. Notice sales is
on an upward trend over time.
91. Click on Natura column in the
Revenue by Manufacturer visual.
Notice sales in 2018 for Natura was on
a downward trend.
Similarly, you can analyze other
manufacturers performance.

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We had already noticed that VanArsdel
has a big share of the market in
Australia. Let’s check how VanArsdel
has done over time in Australia.
92. Click on VanArsdel in the Revenue
by Manufacturer visual.
93. Ctrl+Click Australia column in
Revenue by Country visual. Now we
have filtered the charts by both
VanArsdel and Australia. We see a
spike in 2018 sales for VanArsdel in
Australia.
94. Let’s see what’s happening in USA.
Click USA column in Revenue by
Country visual.
95. Ctrl+Click on VanArsdel in the
Revenue by Manufacturer visual. Now
we have filtered the charts by both
VanArsdel and USA. We see a steady
growth.
Similarly, we can analyze data for
different countries, manufactures and
time frame.
We are intrigued by the spike in 2018
for VanArsdel in Australia. Let’s
investigate further.
96. Click on VanArsdel in the Revenue
by Manufacturer visual.
97. Ctrl+Click Australia column in
Revenue by Country visual
98. Select the down arrow on the top
right corner of the Revenue by Year
visual. This enables drill down
capability.
99. Select 2018 column in Revenue by
Year visual.
Notice you have drilled down to
quarter level of 2018. There is a big
spike in the 4th quarter. Interesting let’s
dig further…

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100. Click on the double arrow icon on
the top right of Revenue by Year
visual. This drills down to the next level
of the hierarchy which is month.
Looks like sales picked up in September
and October and is holding steady since
then. Ok this is interesting. Now is this
a yearly trend. Let’s check?
101. Click on the up arrow icon on the
top right of Revenue by Year visual to
drill up to Quarter level.
102. Click on the drill up icon again to
go up to Year level.
103. Click on the split arrow icon on
the top right of Revenue by Year
visual. This expands down to the next
level of the hierarchy which is quarter
for all the years.
Notice 4th quarter sales have always
been high but in 2018 there is a bigger
spike in the 4th quarter.
104. Let’s expand down to the month
level. Click on the split arrow icon on
the top right of Revenue by Year
visual. This expands down to the next
level of the hierarchy which is month
for all the years.
There is a lot of information on the
visual and we must scroll left and right
to compare.
105. Click on focus mode icon on the
top right of Revenue by Year visual.

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 Now Revenue by Year takes over the
complete canvas. Notice that sales
have typically been high that last 4
months of the year. It confirms the
spike in 2018.

Note: Drill up/down functionality is

available in the ribbon as well.

106. From the ribbon, select Data/Drill

-> Drill up to move to Quarter level.
107. From the ribbon, select Data/Drill
-> Drill up to move to Year level.
108. Click on Back to Report on the top
left corner of the visual to go back to
report canvas.
109. Click on VanArsdel in the Revenue
by Manufacturer visual to remove
filters.

Power BI Desktop – Data Exploration Continued

In this section, you will continue to
explore the data to try to identify the
reasons for the spike in sales in Australia
for the year 2018.
At the end of the section, you will create
a view similar to the view on the right.

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Let’s continue to investigate our findings
of VanArsdel’s sales spike in 2018 in
Australia. We will start by adding a new
page.
1. Right click on Page 1 (bottom left).
2. Select Rename Page. Rename the page
to Market Analysis.
3. Right click on Market Analysis page.
This time pick Duplicate Page. We are
duplicating the page since we can reuse
some of the visuals.
A new page is created, and you will be
navigated to this new page.
Let’s add a slicer so we can filter
manufacturers.
4. Click on the white space in the canvas.
From the FIELDS section, click the
checkbox next to Manufacturer field in
Manufacturer table.
5. From the VISUALIZATIONS section
select Slicer visual.
6. You will see a list of Manufacturers.
Select VanArsdel and notice all the
visuals are filtered based on your
selection.
7. Hover over the top right corner of the
visual and click on the down arrow.
Notice you have the option to change the
slicer from a list to a drop down.
8. Select Dropdown.
9. Select VanArsdel from the dropdown.
10. Navigate to the Market Analysis page.
In the FILTERS pane click on the X to
remove the Manufacturer filter from
Filters on this page.
Since we have two pages and we want
Manufacturer filter to apply to both
pages it makes sense to move it to Filters
on all pages in the Filters pane.
11. Navigate back to Duplicate of Market
Analysis.

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12. Click on the X to remove the
Manufacturer filter from Filters on this
page.
13. In the FIELDS section, from
Manufacturer table drag Manufacturer
(groups) field to the Filters on all pages
box in the Filters pane.
14. Select Top Competitors and
VanArsdel.

We use the Manufacturer slicer to

analyze one manufacturer at a time.
Notice when we do this, Revenue by
Manufacturer Treemap visual is not the
best representation of the data. Let’s
change it.
15. Select Revenue by Manufacturer
Treemap visual.
16. From the VISUALIZATIONS section,
select Card visual.

The card visual will give us the Revenue as

we filter and cross filter the visuals.

Notice all key dimensions/characteristics

is in its own table with the related
attributes except date. E.g. Product
attributes are in Product table and we
created a relationship between Product
and Sales.
It is good practice to have dimensions in
different tables. In the future if we need
to add date attributes like Week number,
Day of Week, Holiday, etc., we need to
have a Date table. Let’s create Date table.

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17. Navigate to Data view by clicking on
the Data icon on the left panel.
18. From the ribbon select Modeling ->
New Table.
Notice a new table is created in the
FIELDS section on the right and formula
bar opens.
19. Enter Date =CALENDAR
(DATE(2012,1,1), DATE(2018,12,31)) in
the formula bar and click on the check
mark. A Date table with a Date column is
created.
We are using 2 DAX functions: CALENDAR
function which takes the start and end
data. DATE function which takes year,
month and date fields.
We are creating Date from 2012 to 2018
since our dataset has data for those
years.
We can add more fields to this table like
Year, Month, Week etc. by using DAX
functions.
Notice Date field is of type Date/Time.
Let’s change it to data type Date.

20. Select the Date field in the Date table.

21. From the ribbon, select Modeling ->
Data type -> Date.

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Next, we need to create a relationship
between the newly created Date table
and Sales table. Previously we used the
visual drag and drop feature to create a
relationship. This time around let’s use a
different option.
22. From the ribbon, select Modeling ->
Manage Relationships.
23. Manage Relationships dialog opens.
Select New button.
24. Create relationship dialog opens.
Select Date from the top dropdown.
25. Select Sales from the second
dropdown.
26. Highlight Date fields from both the
tables.
27. Select OK to close Create relationship
dialog.
28. Select Close to close Manage
relationships dialog.
29. Navigate to Report view by clicking on
the Report icon on the left panel.
Notice Revenue by Date chart looks
different. Let’s fix it.
30. Select Revenue by Date visual.
31. From the Axis click on “X” to remove
the Date field.
32. From the FIELDS section expand Date
table.
33. Drag Date field to Axis section.
Notice with the new Date field behavior is
like earlier.

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There are two Date fields, it might get
confusing to figure out which to use. Let’s
hide the Date field in Sales table.
34. From the FIELDS section, Click on the
ellipsis next to Date field in Sales table.
35. Select Hide. This hides Date field in
the reports view. We have the option to
view hidden fields and unhide fields as
needed.
36. Similarly hide Country, ProductID, Zip
and ZipCountry in Sales as well

37. Similarly hide ZipCountry from the

Geography table.
38. Hide ManufacturerID from
Manufacturer table.
39. Hide ProductID and ManufacturerID
from Product table.
40.
Note: It is best practice to hide fields that
are not used in reports.

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Let’s get back to our data story, Australia,
VanArsdel and 2018 – remember 😊.
Let’s check if the spike occurred in a
specific region in Australia.
41. Select Revenue by Country visual.
42. From the FIELDS section, drag State
field from Geography table, below
Country in the Axis section.
43. Drag District field below State in the
Axis section.
We just created a hierarchy.

44. Make sure VanArsdel is selected in

the Manufacturer slicer.
45. Enable Drill mode by selecting down
arrow on the top right corner of Revenue
by Country visual.
46. Select Australia to drill down to State
level.
47. From Revenue by Year visual select
2018 and notice Revenue by Country and
State visual.
48. From Revenue by Year visual select
2017 and notice Revenue by Country and
State visual.
49. Similarly, select 2016. We don’t see a
spike in a specific state.
50. Select 2016 again to remove year
filter.
51. Drill up to country level.

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Let’s analyze by Product to figure out
what’s happening there. Before we start
with that let’s create a Product Hierarchy.
This way we don’t have to drag multiple
fields to the visual.
52. From the FIELDS section, click on the
ellipsis next to Category in Product table.
53. Select New Hierarchy.

Notice a new field called Category

Hierarchy is created in the Product table.
54. Double click on Category Hierarchy
and rename it to Product Hierarchy.

55. Click on the ellipsis next to Segment.

56. Select Add to Hierarchy -> Product
Hierarchy.
57. Click on the ellipsis next to Product.
58. Select Add to Hierarchy -> Product
Hierarchy.
We have created a Product Hierarchy
which is Category -> Segment -> Product.

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59. Click on the white space in the canvas.
From the VISUALIZATIONS section select
Clustered bar chart.
60. From the FIELDS section, expand
Product table.
61. Click the checkbox next to Product
Hierarchy. Notice complete hierarchy is
selected.
62. From the FIELDS section, expand
Sales table.
63. Click the checkbox next to Revenue
field.

Note: Make sure you have VanArsdel

selected in the slicer.
We see that VanArsdel has a presence in
the Urban category and a small presence
in the Rural category.
64. Drill down Urban category (yes you
are an expert drilling up and down
hierarchy 😊). If not, select the down
arrow on the top right corner of the
visual.
65. Select the Urban row to drill down to
Urban segments.

66. In Revenue by Country visual select

USA.
67. Ctrl+Click 2018 from Revenue by Year
visual. Notice Convenience and
Moderation are the key segments in USA.

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68. In Revenue by Country visual select
Australia.
69. Ctrl+Click 2018 from Revenue by Year
visual. Notice sales in Extreme category is
higher than Convenience and Moderation
segments.
We need to investigate further…

70. Select the down arrow on the top

right corner of Revenue by Country visual
to enable drill model.
71. Select Australia to drill down to State
level.
72. Select 2018 in Revenue by Year visual.
73. Remove drill mode from Revenue by
Category visual.
74. Ctrl+Click Extreme Segment in
Revenue by Category and Segment visual.
75. Select 2017 in Revenue by Year visual.
76. Ctrl+Click Extreme Segment in
Revenue by Category and Segment visual.

There is no significant spike by State.

77. Select Extreme again to remove cross

filtering between visuals.
78. Drill up to Category level in Revenue
by Category visual.

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Let’s add a Matrix visual so we can view
data in rows and columns. We can apply
conditional formatting to the matrix
visual to highlight outliers.

79. Click on the white space in the canvas.

From the VISUALIZATIONS section, select
Matrix visual.
80. From FIELDS section, drag and drop
Product Hierarchy field from Product
table to Rows section.
81. From Sales table in FIELDS drag and
drop Revenue to Values section.

Note: Notice Revenue field needs to be

formatted so it shows the same number
of decimal points. We will do this shortly.

82. Enable drill mode in the matrix by

selecting the down arrow on the top right
corner of the visual.
83. Select Urban row to drill down.

Well the text is too small, let’s format the

matrix and make it more readable.
84. In the VISUALIZATIONS panel, select
the paint roller icon to format the visual.
85. Scroll down and expand Values
section.
86. Scroll down and increase the Text
size to 12.
Notice there are a lot of formatting
options. Feel free to explore them.
87. Scroll up and expand Column headers
section.
88. Scroll to Text size and increase it to
12.
89. Scroll up and expand Row headers
section.
90. Scroll to Text size and increase it to
12.

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Let’s add percent of total field. This will
give us a better perspective.
91. Navigate away from Format section to
the Fields well.
92. From FIELDS section drag Revenue
field from Sales table below the existing
Revenue field in Values section.
93. Select the arrow next to the newly
added Revenue field.

94. From the dialog select Show value as

-> Percent of grand total.

We see that in Australia, Extreme

segment has highest market share. Let’s
check across time if this is true.

95. In the Revenue by Year visual select

2016 column. Notice Extreme segment
has around 30% of the grand total.
96. In the Revenue by Year visual select
2017 column. Notice Extreme segment
has around 30% of the grand total.
97. In the Revenue by Year visual select
2018 column. Notice Extreme segment
has around 40% of the grand total.
98. In the Revenue by Year visual select
2018 column to remove the filter.

Let’s drill down Extreme Segment and

figure out if a Product stands out.

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99. In the matrix visual select Extreme
row to drill down to Product level.
100. Resize the visual as needed.
101. Hover over matrix visual and select
the ellipsis on the top right corner.
102. Select Sort By %GT Revenue and
Sort Descending.

We see the top Products. Let’s analyze

top Products over time.

103. In the Revenue by Year visual select

2016 column. Notice Maximus UE-04 and
11 are the top products.
104. In the Revenue by Year visual select
2017 column. Notice Maximus UE-16 and
17 are the top products.
105. In the Revenue by Year visual select
2018 column. Notice Maximus UE-04 and
21 are the top products. And Product 04
has nearly 7% of the grand total. Product
04 has a big spike.
106. In the Revenue by Year visual select
2018 column to remove the filter.

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Earlier we created a calculated column
(ZipCountry). Let’s create % Growth
measure so we can compare sales over
time. We are going to do this in two
steps.

But first, what’s the difference between

measure and calculated column.
Calculated column is evaluated row by
row. We extend a table by adding
calculated columns.
Measure is used when we want to
aggregate values from many rows in a
table.
107. In the FIELDS section, select Sales
table.
108. From the ribbon, select Modeling ->
New Measure. Formula bar opens.
109. Enter PY Sales =
CALCULATE(SUM(Sales[Revenue]),
SAMEPERIODLASTYEAR('Date'[Date]))
110. Select the check mark next to the
formula bar. You will see PY Sales
measure in Sales table.
Let’s create another measure.
111. In the FIELDS section, hover over
Sales table.
112. Click on the ellipsis on the right
corner.
113. Select New Measure from the
dialog. Formula bar opens.
114. Enter % Growth =
DIVIDE(SUM(Sales[Revenue])-[PY
Sales],[PY Sales])
115. Select the check mark next to the
formula bar. You will see % Growth
measure in Sales table.

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116. Select the matrix visual.
117. In the FIELDS section, click the
checkbox next to the newly created PY
Sales and % Growth measures in Sales
table.
Notice fields need to be formatted.
118. From the FIELDS section, select %
Growth field.
119. From the ribbon select Modeling ->
Format -> Percentage
120. Similarly, from the FIELDS section,
select PY Sales field.
121. From the ribbon select Modeling ->
Format -> Currency -> $ English (United
States)
122. Similarly, from the FIELDS section,
select Revenue field.
123. From the ribbon select Modeling ->
Format -> Currency -> $ English (United
States)

124. In the Revenue by Year visual select

2018 column. Notice Maximus UE-04 has
nearly 158% growth compared to last
year.

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125. Select Matrix visual.
126. From the Values section, select the
arrow next to % Growth.
127. Select Conditional Formatting ->
Icons.

Note: Conditional formatting can be

applied using font color, background color
or data bars as well.

Icons - % Growth dialog opens. Notice

there are options to pick icon style,
layout, alignment. You can Format by
rules or fields.

128. Select OK. Notice conditional

formatting is applied.

Let’s change conditional formatting to use

Background color.

129. With Matrix visual selected, from

the Values section, select the arrow next
to % Growth.
130. Select Remove Conditional
Formatting -> Icons.

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 131. With Matrix visual selected, from
the Values section, select the arrow next
to % Growth.
132. Select Conditional Formatting ->
Background Color.

Background color dialog opens. This

dialog provides options to format
background color either using rules or
diverging colors.

133. Select the Diverging checkbox.

134. Select OK.

Note: Conditional formatting can also be

based on another column using Color
based on drop down.

Power BI Desktop – Data Visualization

Having done the data exploration and visualization you have found good insights to share with your team. In this
section, you will create a professional report from which you and your entire team can benefit.

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At the end of this section, you will build a
report like the one shown in the
screenshot.

Let’s remove Revenue by Category

clustered bar chart.
1. Hover over Revenue by Category
visual.
2. From the top right corner select the
ellipsis
Select Remove to delete the visual.

Initially we added a filter to load 3 years

of data. Let’s load the complete data.
3. From the ribbon, select Home -> Edit
Queries. Power Query Editor window
opens.
4. From the left panel, select Sales query.
5. From the right panel, under APPLIED
STEPS click on the X next to Filtered Rows
to remove the 3-year filter.
6. Select Home -> Close & Apply to load
the data.
7. Sales data is reloaded, this time all the
data is loaded. It might take a couple of
minutes as we are loading ~7 million
rows.

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Make sure the report is filtered by
VanArsdel using Manufacturer slicer.
Remove all other filters.

At this point your report page should look

something like the screenshot.
Once data is loaded, notice Revenue by
Year visual. You will see columns for
years 2012 through 2018.

Let’s add a Date slicer so we can control

how many years of data we want to
analyze.
8. Click on the white space in the canvas.
From the VISUALIZATIONS section, select
Slicer visual.
9. From FIELDS section, click the
checkbox next to Date field in Date table.
Notice we have a range slicer with a
slider.
Move the slicer to filter the data to
1/1/2014 to 12/31/2018 or type in the
values.

10. Hover over the date slicer.

11. Select the arrow from the top right
corner. Notice following options are
available – Before, After, List, Dropdown
and Relative. Feel free to try out the
various options.
12. Select Relative. Notice this has
options to filter data by the Last x years,
months, days or Next x years, months,
days, etc. Feel free to try out various
options.

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13. Hover over Manufacturer slicer
visual.
14. On the top right corner select the
arrow.
15. Select List.
16. in VISUALIZATIONS panel select the
paint roller icon. This opens the
formatting options available for a visual.
17. Expand General section, select
Horizontal from the Orientation
dropdown.
18. Notice the Slicer visual is updated.
You can resize the visual, so all the
manufacturers are listed horizontally.
Note: There are other options to change
the Outline color, weight, etc.
19. Select VanArsdel.
20. Collapse General section.
21. Note: Expand Selection Controls
section. Notice there is an option to
enable Select All option in the visual.
There is also an option to make the slicer
multi select. Feel free to explore other
formatting options.
It will be nice to add logos of the
manufacturer to the slicer. Let’s do it.
22. From FIELDS section, select Logo field
from Manufacturer table.
23. From the ribbon, select Modeling ->
Data Category -> Image URL. Setting data
category to Image URL helps Power BI to
understand that it is a URL and it can
access the data.

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24. From the canvas, select Manufacturer
slicer.
25. From FIELDS section, drag and drop
Logo from Manufacturer table to Field
well.
26. Select Logo field.
27. Resize slicer visual as needed.
28. Select VanArsdel logo to filter all the
other visuals.

29. Select Revenue by Year visual.

30. From VISUALIZATIONS panel, select
Line and clustered column chart to
change the visual type.
31. From FIELDS section, drag and drop %
Growth field from Sales table to Line
values.

This provides a representation of the

revenue and growth over time.

32. Select Revenue Card visual. Let’s

change this to a Gauge visual.
33. From VISUALIZATIONS panel, select
the Gauge visual.
34. From FIELDS section, drag and drop
PY Sales field to Target value.
Resize the visual as needed. Now we can
compare Revenue with the target.

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It will be nice to change the colors on the
visuals.
35. Select Gauge visual.
36. From VISUALIZATIONS panel, select
paint roller icon.
37. Expand Data Colors section.
38. Select the arrow next to Fill color.

39. Notice you can pick a color from the

default color palette or pick Custom
colors.

Let’s check out some of the themes

available.
40. From the ribbon, select Home ->
Switch Theme -> Temperature.
Notice colors on all the visuals updated.
Feel free to try the other out of the box
themes.

Marketing department has provided

standard color themes to be used across
reports. We can use Report Theme
feature in Power BI by uploading a theme.
Report Theme requires a JSON file where
the data colors, background, foreground
and table Accent colors are defined. The
JSON file can be used across all the
reports.
41. From the ribbon, select Home ->
Switch Theme -> Import Theme.
42. File browser dialog opens. Navigate to
/Data/Theme folder.
43. Select DIADTheme1 file and select
Open.
Once theme is imported, a success dialog
opens. Select Close.

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Notice colors on all the visuals updated.
Your report should look something like
the screenshot at this point.
This one is good, but too much red in it.
Marketing team has provided one more
theme, let’s try it.
44. From the ribbon, select Home ->
Switch Theme -> Import Theme.
45. File browser dialog opens. Navigate to
/Data/Theme folder.
46. Select DIADTheme2 file and select
Open.
47. Once theme is imported, a success
dialog opens. Select Close.
Notice colors on all the visuals updated.
Your report should look something like
the screenshot at this point.

This theme looks good. Now most of the

visuals are blue in color, let’s add some
contrast.

48. Select the Gauge visual.

49. From VISUALIZATIONS panel, select
paint roller icon.
50. Expand Data colors section.
51. Select the drop down next to Target.
Notice the color palette is different now.
Select black color. Notice the change in
the visual.

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52. Collapse Data colors section.
53. Expand Data Labels section.
54. Increase Text size to 10.
55. Expand Target section.
56. Increase Text size to 10.

57. Select Matrix visual.

58. Drill up to Segment level.
59. Select Revenue by Country visual.
60. Drill up to Country level.
61. From VISUALIZATIONS panel, select
paint roller icon.
62. Expand Data colors section.
63. Select a light shade of gray as the
Default color.
64. Enable and expand Data labels.
65. Change Display units to Millions.

66. Notice there a lot of formatting

options. E.g. visual title can be changed
and formatted, you can add a border and
background to the visual, etc. Feel free to
explore the options.
67. Select Revenue and % Growth by
Year visual.
68. From VISUALIZATIONS panel, select
paint roller icon.
69. Expand Data colors section.
70. Select black color for % Growth.
Select a light shade of gray as the Default
Column color.

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Let’s add a report title.
71. From the ribbon, select Home -> Text
box. Notice a text box visual is added.
72. Resize the visual as needed.
73. Enter Manufacturer Analysis in the
Text box.
74. Highlight Manufacturer Analysis to
format the text.
75. Select Segoe (Bold) as the font.
76. Select 36 as the font size.
77. Resize the text box as needed.
78. From the ribbon, select View.
79. Select the checkbox next to Show
Gridlines and Snap Objects to Grid. This
will help with aligning the visuals.
80. Move and align the visuals like the
screenshot. As you move visuals notice
the red smart guide helps aligning them.
Uncheck Show Gridlines and Snap
Objects to Grid options to disable these
features.
81. Rename the page to Manufacturer.

We can also use a background image to

format the reports. Let’s try it.
82. Select + icon in the bottom of the
page to create a new page. You will be
navigated to a Page 1.
83. Click on the white space in the
canvas.
84. From VISUALIZATIONS panel, select
paint roller icon.
85. Expand Page Background section.
86. Select Add Image button.
87. File browser dialog opens. Browse to
/DIAD/Data folder.
88. Select Background file.
Select Open.

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89. From Image Fit drop down, select Fit.
90. Slide Transparency slider to 0%.
Notice we have a template which has
place for header and slots for images.
91. Navigate to Manufacturer page.
92. Select Revenue by Country visual.
93. From the ribbon select Home -> Copy.
94. Navigate to Page 1.
95. From the ribbon select Home ->
Paste.
96. Resize the visual and place it as
shown in the screenshot.

97. Navigate to Manufacturer page.

98. Select Manufacturer slicer.
99. From the ribbon select Home -> Copy.
100. Navigate to Page 1.
101. From the ribbon select Home ->
Paste.
102. Sync visuals dialog opens. Select
Sync.
This will keep Manufacturer slicer in both
the pages in sync. Changing slicer in one
of the pages will update visuals in both
the pages.
103. Resize the slicer and place it as
shown in the screenshot.
104. Similarly, copy the report title,
gauge, matrix and the line and clustered
column visual.
105. Resize and arrange the visuals as
shows in the screenshot.

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Let’s add a logo.
106. From the ribbon, select Home ->
Image.
107. File browser dialog opens. Browse to
/DIAD/Data folder.
108. Select VanArsdel_Logo file.
109. Select Open.
110. Resize the visual as needed.
111. Drag the visual to the top left corner
of the page.
112. Note: The logo is transparent. You
need to place it on the blue background
to see it.
Let’s change the font color of report title.
113. Highlight Manufacturer Analysis.
114. Select the arrow next to A for font
color.
Select white color.

Out of the box, Power BI has a good

selection of visuals. However, there is
always a use-case where you need a
custom visual. To meet this need, the
visualization engine is open sourced.
Power BI community contributes visuals
which are available in the marketplace.
You can add and use these visuals in your
reports.
There is also an option to create your
own visual and import it into Power BI
Desktop.
Let’s add a custom visual.
115. From VISUALIZATIONS section,
select the ellipsis in the last row of
visuals.
116. Select Import from marketplace.
117. Type play axis in the search box and
select search.
118. Select Add next to Play Axis
(Dynamic Slicer).
Note: Notice the checkmark in the blue
star. This sign is used to identify certified

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custom visuals. Custom visuals that meet
Power BI teams coding requirements are
certified. Certified custom visuals support
features like export to Power Point, ability
to display in subscription emails which is
not supported by non-certified custom
visuals.
119. Import custom visual dialog opens.
Select OK.
120. Notice a new visual is added to the
list of available visuals.
121. Click on the white space in the
canvas.
122. From VISUALIZATIONS section,
select the newly imported Play Axis
visual.
123. From FIELDS section, click the
checkbox next to Date field in Date table.
124. From VISUALIZATIONS panel, select
paint roller icon.
125. Expand Colors section.
126. Enable Show all option.
Resize and position the visual as shown in
the screenshot.
127. Enable drill mode in matrix visual.
128. Select Extreme category to drill
down to Extreme products.
129. Select Play in the Play axis visual.
Notice all the visuals update as play axis
moves through years. You can view
Product performance over time as well as
performance of countries over time. Play
axis provides an option to analyze data
over time (or any other dimension) across
all visuals in the page.
130. Once you are done playing through
the years, in the matrix visual drill back
up to Product Category level.
131. Disable drill mode in matrix visual.
132. There are a lot of custom visuals
available and new ones are added
periodically.

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Now we have a report ready, let’s use
Bookmarks to tell the story we
discovered. Bookmarks capture the
currently configured view of a report
page, including filtering and the state of
visuals which makes it easy to present the
story.
133. From the ribbon, select View.
134. Select the checkbox next to
Bookmarks Pane to enable Bookmarks.
BOOKMARKS pane opens.
135. Click on Add in BOOKMARKS pane.
This will add the current state of the
visual to the bookmark.
136. Click on the ellipsis next to the
newly created Bookmark 1.
Select Rename to rename it to Initial
State
137. In Revenue by Country visual, select
USA column.
138. Hover over Revenue by Country
visual and select the ellipsis on the top
right corner.
139. Select Spotlight.
140. In the BOOKMARKS pane, select
Add. This will add a new bookmark with
the current state of the report.
141. Click on the canvas.
142. Select Australia in Revenue by
Country visual.
143. In the BOOKMARKS pane, select
Add. This will add a new bookmark with
the current state of the report.

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144. From the BOOKMARKS pane, select
View. You are in Bookmarks slide show
mode.
You will be in the first bookmark which
we called Initial State. Notice on the
bottom of the report pane there is an
option to navigate between bookmarks.
145. You can use the arrows to navigate
between bookmarks and tell your story.
146. From BOOKMARKS pane, select Exit
to exit Bookmarks slide show mode.

147. If time permits, feel free to explore

other options available with Bookmarks
like Selected Visuals and more as you
continue to build the story.
148. From the ribbon, select View.
149. Uncheck Bookmarks Pane.
150. Collapse the Visualizations and
Filters pane by clicking on the arrows.
Report should look as shown in the
figure. Save the file.
151. Select File -> Save.

You have built your first report!!!

152. Navigate to /DIAD/Reports folder.

153. Open DIAD Final Report.pbix file.

This file uses the same dataset that you

used for the lab. We have added a few
more visuals and formatted the reports.
Feel free to explore the report.

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You have successfully completed the hands-on lab in creating a report to share to your team. The next
section covers creating a dashboard from this report so that you can easily share it to your team. You have
learned a quick overview of various functionality in Power BI Desktop to get accelerated. There are a lot
more features for you to build upon this on your own data.

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Power BI Service

You will now leverage the report authored using Power BI Desktop and create a dashboard for VanArsdel data
analysis team and share it with the CMO. A Power BI Desktop file with additional reports / visuals is provided. Please
use this for the next section of the lab.

Power BI Service – Publishing Report

1. If you have not signed up for a Power

BI account, go to
http://aka.ms/pbidiadtraining and sign up
for Power BI with a business email
address.
2. If you have not already opened
app.powerbi.com page, please open the
browser and navigate to
http://app.powerbi.com.
3. Sign in to Power BI using your user
account. Once logged in, you will be
navigated to the Home screen.
Note: If you have previously signed into
Power BI, then your Home screen will list
your Favorites + frequents and recent
reports and dashboards.
4. If the left navigation is collapsed,
select icon below Power BI on the
top left of the screen to expand the left
navigation.
Following options are listed in the left
navigation:
Home: This is one-stop shop for all
your content. It lists your favorite
and recent content (reports,
dashboards and apps), as well as the
latest content that was shared with
you, etc.
Favorites: Lists all your favorite
content (we will create a favorite in a
later section).
Recent: Lists the most recent content
you have viewed.

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 Apps: List all the apps you have
installed.
Shared with me: Lists the content
that are shared with you (we will
share dashboards in a later section).
Workspaces: Lists all the workspaces
you are assigned. By default, you are
assigned My Workspace.
5. Select the down arrow next to My
Workspace. Notice DASHBOARDS,
REPORTS, WORKBOOKS and DATASETS
sections. Let’s import a Power BI Desktop
file and create dashboards.
My Workspace is your personal
workspace. We need to create a
workspace where we can collaborate
with team members and distribute
content to end users. Let’s create a
workspace.
6. In the left panel, select Workspaces ->
Create app workspace. Create an app
workspace dialog opens.
Note: Creating workspace is a Pro
feature. If you do not have Pro license,
please choose the trial option.
7. In the Create an app workspace, select
Upload Image.
8. File browser dialog opens. Browse to
/DIAD/Data folder. Select
VanArsdel_WSLogo file.
9. In Name your workspace text area,
enter DIAD_<youremailaddress>.
Note: you are entering your email
address as part of the workspace name
to keep it unique.
10. In Description text area, enter “This
is DIAD workspace”.
11. Select Save to create the workspace.

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Notice you are now navigated from My
Workspace to the workspace you just
created. You are in the Welcome screen
with options to discover or create
content.
Discover content has options to connect
to apps that are shared by your
organization or the online services.
Create new content has options to
connect to Files, Databases and
Dataflows.
There are two options to publish the
Power BI Desktop report we created.
• Get option under Files.
• Publish from Power BI Desktop.
We are going to use the 2nd option.
Let’s publish the report to Power BI
Service and then we will come back to
the browser.
12. Navigate to /DIAD/Reports folder.
13. Open DIAD Final Report.pbix file.
14. From the ribbon select Home ->
Publish.
15. If you have not already logged into
Power BI, a Sign in dialog opens. Please
sign in.
16. Once you are signed in, Publish to
Power BI dialog opens. Select
DIAD_<youremailaddress> from the
dialog.
17. Click Select.
Publishing to Power BI dialog opens.
Once completed, a success message is
displayed.
18. Select Got it to close the dialog.

Now we have published the report to

Power BI service. Let’s navigate back to
the browser and start exploring.

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Once you are in the browser, in the left
panel notice under
DIAD_<youremailaddress>, you will see
REPORTS -> DIAD Final Report and
DATASETS -> DIAD Final Report.

Power BI Service – Building Dashboard

In this section, we will create a
dashboard that will combine data from
the Market Share report as well as Social
report.

At the end of the section, we will create a

dashboard that looks like the screenshot.

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Let’s start with exploring the report.
19. From the left menu, select REPORTS -
> DIAD Final Report. You will be
navigated to the report you just
uploaded.
20. In the map visual, enable drill down
by hovering over the visual.
21. Select the down arrow on the top
right corner of the visual.
22. Select Australia to drill down to State
level.
23. In the map visual, disable drill mode
by selecting the down arrow on the top
right corner of the visual.
24. Select the bubbles on different
states and notice that as you select the
states, other visuals get cross filtered.
The behavior is like that of Power BI
Desktop.
25. Select the top arrow on the top left
corner to drill up to Country level.

26. Hover over the bubble chart on the

bottom right of the screen.
27. Select Focus mode icon so the visual
fits in the canvas.
28. Select Extreme from the legend. This
will highlight the performance of Extreme
segment over time. Notice the spike in
2018.
29. Select the Play axis on the bottom
left of the screen. This will show the
revenue and % growth of each Product
Segment over time.
30. Select Extreme from the legend again
to remove the filter.
31. Select Back to Report on the top left
to navigate back to report view.

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Let’s pin visuals to the dashboard.
32. Hover over VanArsdel Market Share
card visual.
33. Select the pin icon on the top right of
the visual. Pin to dashboard dialog opens.
34. We do not have a dashboard yet.
Let’s create one. With New dashboard
selected, enter VanArsdel in the text box.
35. Select Pin.

Notice alert messages are displayed

stating the dashboard is ready to view.

Notice in the left panel, VanArsdel

Dashboard is created under
DASHBOARDS.

36. From the left panel, select

DASHBOARDS -> VanArsdel.
Notice the VanArsdel Market Share tile is
pinned to the dashboard.
37. Click on VanArsdel Market Share,
notice you are navigated to the report.

Tiles in dashboard are not interactive.

38. Hover over % Growth by
Manufacturer visual.
39. Select the pin icon on the top right of
the visual. Pin to dashboard dialog opens.
40. Make sure VanArsdel is selected in
the dropdown.
41. Select Pin.

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42. Close out alert dialogs.
43. Hover over Revenue by Year and
Manufacturer visual.
44. Select the pin icon on the top right of
the visual. Pin to dashboard dialog opens.
45. Make sure VanArsdel is selected in
the dropdown.
46. Select Pin.

47. Close out alert dialogs.

48. Navigate to By Manufacturer page.
49. From the top right corner, select the
down arrow. Notice manufacturer slicer
displays.
50. Select VanArsdel from the slicer. This
will filter the visuals.
51. From the top right corner, select the
up arrow. Notice manufacturer slicer
collapses.

52. Pin the gauge visual to the

dashboard.
53. Pin Revenue by Country visual to the
dashboard.
54. Close out alert dialogs.

Note: VanArsdel filter is applied to the

tile that is pinned to the dashboard.

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55. From the left panel, select
DASHBOARDS -> VanArsdel.
Notice all the visuals are pinned as tiles
to the dashboard.
You will see the visuals on the dashboard
like the screenshot.

Each visual on the dashboard is called a

tile. The tiles represent the data chosen
and will be kept up to date as the data in
the data model updates. Tiles are not
interactive.

Let’s organize the dashboard now.

56. Select and move the gauge tile as
shown in the screenshot.
57. Select the bottom right corner of the
tile and move it diagonally to change the
image size.

Tiles can be of various sizes (1x1 to 5x5).

Drag the tile using the bottom right
corner to resize. As you are dragging,
note the gray shadow which indicates the
size of the tile when you stop dragging.

58. From the top menu, select Add tile.

Add tile dialog opens.
59. Select Image as the source.
60. Select Next.
61. In URL text box, enter
https://raw.githubusercontent.com/Char
lesSterling/DiadManu/master/Vanarsdel.
png
Note: URL is case sensitive.

62. Select Apply.

Notice a new tile with VanArsdel logo is

added to the dashboard.

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63. Resize and rearrange the tiles as
shown in the screenshot.

Revenue by Country tile shows Revenue

by Country for VanArsdel, so let’s rename
it.
64. Hover over Revenue by Country tile.
65. Select the ellipsis on the top right
corner of the tile.
66. Select Edit Details. Tile Details dialog
opens.
67. Change Title to VanArsdel Revenue.
68. Select Apply.

It will be nice to have a visual that

represents Market Share by country.
Notice on the top of the visual, there is
an option to Ask a question about your
data. This is similar to Ask a question in
the desktop.
69. In the text box start typing,
VanArsdel market share. Notice a card
visual is created.
70. Continue typing VanArsdel market
share by country. Notice a bar chart is
created.
71. Continue typing VanArsdel market
share by country as treemap. Notice a
treemap visual is created.

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Note: Remember we renamed tables.
One of the reasons we did it is to make it
user friendly for Q&A.

72. From the top right of the screen,

select Pin Visual.
73. Pin to dashboard dialog opens. Select
Pin to pin the visual to VanArsdel
dashboard.
74. Close the alert dialogs.
75. Select Exit Q&A to navigate back to
the dashboard.

Notice the visual is added as tile to the

dashboard. Clicking on the tree map
visual will navigate you back to the Q&A
section.
Power BI quickly searches different
subsets of your dataset while applying a
set of sophisticated algorithms to
discover potentially-interesting insights.
You can run insights against a dataset or
dashboard tile. Let’s generate insights on
a dashboard tile. When we run insights
on a dashboard tile, instead of searching
for insights against an entire dataset,
search is narrowed to the data used to
create a single dashboard tile. This is
often referred to as scoped insights.

76. Hover over the line chart on the

dashboard.
77. Select the ellipsis on the top right
corner.
Select View Insights.

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You will be navigated to Focus mode for
the line chart.
78. Scroll on the Insights panel to review
the various insights Power BI can
generate. Notice that there is an option
to pin insight visuals to the dashboard.
79. Click on Exit Focus mode on the top
left to navigate back to the dashboard.

We want to be notified when VanArsdel’s

Market Share goes above or below a
threshold. We can set up alerts to
achieve this.
80. Hover over VanArsdel Market Share
tile.
81. Click on the ellipsis on the top right
corner of the tile.
82. Select Manage alerts. Manage alerts
dialog opens.
83. Select Add alert rule dialog.
Notice you can add Above and Below
threshold and notification frequency can
be set.
This is an introduction to managing
alerts. Complete functionality is not
covered in this lab.
84. Select Cancel to close the dialog.
85. Select Don’t Save.

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86. Click on VanArsdel Market Share tile
to navigate to the report.
87. In map visual, right click on Australia
bubble and select Drillthrough -> By
Manufacturer.
88. You will be navigated to By
Manufacturer page of the report with
Australia filter applied to the report page.

89. Hover over matrix visual.

90. Select focus mode icon on the top
right corner of the visual.
91. From the top menu, select Explore ->
Show Next Level. Notice now data is at
Product Segment level.
From the top menu, select Explore ->
Drill up.

92. This time from the top menu, select

Explore -> Expand to next level. Notice
now data is at Segment level but laid out
as a hierarchy.
93. Select Back to Report to navigate
back to the report view.

94. Notice all the functionality that is

available in Power BI Desktop is available
in the service. E.g. Show Data, See
Records, etc.

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95. From the top menu, select View and
enable Bookmark pane. Bookmark pane
opens on the right. There are 2 options,
Personal bookmarks and Report
bookmarks.
Report bookmarks: are the bookmarks
report author created (we did this in
Power BI Desktop).
Personal bookmarks: Report consumer
can create their own bookmarks.
96. Select View in the Report bookmarks
pane.
Notice you can view and navigate
through the bookmarks using the arrow
in the bottom of the screen. The behavior
is like in Power BI Desktop.
Select Exit in Bookmark pane to close it.
Power BI provides an option to get quick
insights into the complete dataset.

97. In the left panel, hover over

DATASETS -> DIAD Final Report.
98. Select the ellipsis.
99. Select Quick Insights.

It might take a few minutes for the

insights to be created. Once insights are
ready a message appears of the top right
corner.

100. Select View insights.

101.

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A quick insights report is displayed based
on the dataset. This provides insights into
data you may have missed and helps to
get a quick start with creating
dashboards.
Hovering over each report provides an
option to Pin it to a dashboard.
As you scroll down, notice there is a bar
chart % Growth BY PRODUCT. Might be
interesting to analyze this.

Marketing team has captured data from

social networks and built a Power BI
report. Let us publish this report to
Power BI service and analyze the data.
102. From the bottom of the left panel,
select Get Data.
103. Get Data screen is displayed. Under
Import or Connect to Data, select Files.

104. From Get Data -> Files screen select

Local File.
105. File browser dialog opens. Navigate
to /DIAD/Reports folder.
106. Select Social.pbix file and click
Open.

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107. Once the report is published, an
alert message appears. Close the alert
dialog.
In the left panel, notice under REPORTS,
we see Social.
108. Select REPORTS -> Social to be
navigated to the Twitter page of the
Social report.
Marketing team has captured the
retweets of #VanArsdel. Notice there is a
spike in 2018. Does this have any
correlation to the spike in sales in
Australia? Let’s investigate.
Hover over Retweets visual and click on
Focus mode icon.
109. Enable drill mode.
110. Drill down to month level for the
year 2018.
Notice there is a big spike in retweets in
the last few months of 2018. If you
remember from the demo this is the
reason for the increase in sales.
111. Drill back up to Year level.
112. Select Back to Report to navigate
back to report view.

113.

Let’s add this visual to our Dashboard

114. Hover over Retweets visual.

115. Select the pin icon on the top right
of the visual. Pin to dashboard dialog
opens.
Pin the visual to VanArsdel dashboard.

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116. Close the alert dialogs.
117. From the left panel, select
DASHBOARDS -> VanArsdel to navigate
to the dashboard.
Notice two new tiles are added to the
dashboard. The retweets tile we just
pinned and a default tile that is added
when a new dataset is added.
118. Hover over Social.pbix tile.
119. Click on the ellipsis on the top right
corner.
120. Select Delete tile to remove the tile.

121. Notice you can have tiles from

multiple reports and Q&A section on a
single dashboard.

122. Navigate back to VanArsdel

dashboard.
123. Notice on the top right of the menu
bar, there is options to add this
dashboard to the favorites. Click on
Favorite option.
124. Now click on Favorite in the left
panel. Notice the dashboard is added to
the list. This is an easy way to access all
your favorite or most used dashboards
quickly.
Click on the ellipsis on the top right
corner of the page, next to Share option.
Notice there are options to duplicate,
print and refresh dashboard.
On the top right corner of the screen,
next to Favorite, there is Set as featured
option. Set as Featured dashboard sets
the dashboard as the default dashboard
that user will land on every time they
login.

125. In the left panel, select VanArsdel

Dashboard.

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126. Select Set as Featured from the top
menu.
127. A confirmation dialog is displayed.
Select Set as Featured Dashboard. This
sets VanArsdel as the featured/default
dashboard.
128. Navigate back to VanArsdel
dashboard.
129. If you have not already done so,
move the visuals to look like the
screenshot.
You have successfully built a dashboard.

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Power BI Service – Collaboration and Distribution
You have built the dashboard and ready
to get feedback and collaborate with
your team members.

1. From the left panel, select

Workspaces.
2. Select the ellipsis next to
DIAD_<youremailaddress>.
3. Select Workspace access.
4. Access dialog opens. You can enter the
email addresses of the colleagues you
want to collaborate with.
Each user can belong to one of 3 roles:

Contributor Add/edit/delete content within

workspace.
Member Everything a Contributor can
do.
Re-share. Publish & update
Apps.
Admin Everything a member can do.
Can change/delete workspace.
Can add Admins.

5. Select the role and select Add.

6. Once you finish adding your colleagues
and select Close.
Note: you can ask your colleague to login
and access the workspace.
Now let’s share the content we created
with the report viewers/consumers. We
need to publish an app to do this.
An App can include multiple dashboards
and reports.

7. In the left panel select

DIAD_<youremailaddress> workspace.
8. In the Dashboard page, notice there is
an option INCLUDED IN APP, to include
the Dashboard in the App.

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9. Navigate to Reports page.
10. Notice there is an option INCLUDED
IN APP to include the Reports in the App.
If you have reports and dashboards in
your workspace that you do not want to
share with report viewers, you can
uncheck this box.
In our case we would like to include the 2
reports, so we will leave the boxes
checked.
11. In the left panel select
DIAD_<youremailaddress> workspace.
12. From the top right corner of the top
menu select Publish app.

13. In the Setup page, enter “This is

DIAD app” in the description field.
14. Click on Navigation page.

15. From the dropdown select VanArsdel

(dashboard).
When a user accesses the DIAD app, we
want them to land on the VanArsdel
dashboard.
16. Navigate to Permissions page.

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17. Enter the email addresses of the
users or groups you want to give access
to.
18. On the bottom right corner, select
Publish App.
19. Ready to publish dialog appears.
Select Publish.
20. Once the App is published a success
dialog appears.

You can copy the link to the App and

share it with the individuals via email. But
a better way for report viewers to
consume the App is by logging onto
Power BI Service and registering the App.
Let’s impersonate a report viewer.
21. From the left menu, select Apps.
22. Select Get Apps.

23. AppSource dialog opens. You will

notice DIAD_<youremailaddress> App
listed. Select Get it now.

This is a one-time registration. Going

forward when you select Apps in the left
panel, you will see
DIAD_<youremailaddress> app in the list
of Apps you have registered.

24. Click on DIAD_<youremailaddress>

tile.
You will be navigated to VanArsdel
dashboard.

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References
Dashboard in a Day introduces you to some of the key functionalities available in Power BI. In the ribbon
of Power BI Desktop, the Help section has links to some great resources to help you as needed.

Here are a few more references that will help you with your next steps with Power BI.

Getting started: http://powerbi.com

Power BI Desktop: https://powerbi.microsoft.com/desktop
Power BI Mobile: https://powerbi.microsoft.com/mobile
Community site https://community.powerbi.com/
Power BI Getting started support page: https://support.powerbi.com/knowledgebase/articles/430814-
get-started-with-power-bi
Support site https://support.powerbi.com/
Feature requests https://ideas.powerbi.com/forums/265200-power-bi-ideas
Power BI edX course https://www.edx.org/course/analyzing-visualizing-data-power-bi-microsoft-dat207x-
0
© 2019 Microsoft Corporation. All rights reserved.
By using this demo/lab, you agree to the following terms:

The technology/functionality described in this demo/lab is provided by Microsoft Corporation for purposes of
obtaining your feedback and to provide you with a learning experience. You may only use the demo/lab to
evaluate such technology features and functionality and provide feedback to Microsoft. You may not use it
for any other purpose. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish,
license, create derivative works from, transfer, or sell this demo/lab or any portion thereof.

COPYING OR REPRODUCTION OF THE DEMO/LAB (OR ANY PORTION OF IT) TO ANY OTHER
SERVER OR LOCATION FOR FURTHER REPRODUCTION OR REDISTRIBUTION IS EXPRESSLY
PROHIBITED.

THIS DEMO/LAB PROVIDES CERTAIN SOFTWARE TECHNOLOGY/PRODUCT FEATURES AND

FUNCTIONALITY, INCLUDING POTENTIAL NEW FEATURES AND CONCEPTS, IN A SIMULATED
ENVIRONMENT WITHOUT COMPLEX SET-UP OR INSTALLATION FOR THE PURPOSE DESCRIBED
ABOVE. THE TECHNOLOGY/CONCEPTS REPRESENTED IN THIS DEMO/LAB MAY NOT REPRESENT

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FULL FEATURE FUNCTIONALITY AND MAY NOT WORK THE WAY A FINAL VERSION MAY WORK.
WE ALSO MAY NOT RELEASE A FINAL VERSION OF SUCH FEATURES OR CONCEPTS. YOUR
EXPERIENCE WITH USING SUCH FEATURES AND FUNCITONALITY IN A PHYSICAL ENVIRONMENT
MAY ALSO BE DIFFERENT.

FEEDBACK. If you give feedback about the technology features, functionality and/or concepts described
in this demo/lab to Microsoft, you give to Microsoft, without charge, the right to use, share and
commercialize your feedback in any way and for any purpose. You also give to third parties, without
charge, any patent rights needed for their products, technologies and services to use or interface with any
specific parts of a Microsoft software or service that includes the feedback. You will not give feedback that
is subject to a license that requires Microsoft to license its software or documentation to third parties
because we include your feedback in them. These rights survive this agreement.

MICROSOFT CORPORATION HEREBY DISCLAIMS ALL WARRANTIES AND CONDITIONS WITH

REGARD TO THE DEMO/LAB, INCLUDING ALL WARRANTIES AND CONDITIONS OF
MERCHANTABILITY, WHETHER EXPRESS, IMPLIED OR STATUTORY, FITNESS FOR A PARTICULAR
PURPOSE, TITLE AND NON-INFRINGEMENT. MICROSOFT DOES NOT MAKE ANY ASSURANCES
OR REPRESENTATIONS WITH REGARD TO THE ACCURACY OF THE RESULTS, OUTPUT THAT
DERIVES FROM USE OF DEMO/ LAB, OR SUITABILITY OF THE INFORMATION CONTAINED IN THE
DEMO/LAB FOR ANY PURPOSE.

DISCLAIMER

This demo/lab contains only a portion of new features and enhancements in Microsoft Power BI. Some of
the features might change in future releases of the product. In this demo/lab, you will learn about some, but
not all, new features.

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