Day 1 - Notes - Power BI

12,400+
Jatan Shah
1,70,000+
Got 180% Salary Hike (11 LPA
to 30 LPA) in 40 Days
Job + Promotion
Salary Hike
Important Meeting Alert!
Extract & present actionable insights for your company on Monday
As an employee of SN Corporation,
You have an important meeting this Monday.
Your promotion is 1 step away & this meeting can either get you a big
raise & a bigger job title OR keep you stuck in your current role for 2
more years.
You need to impress everyone by…

1. Getting actionable insights
2. Answers to complicated questions
3. Be ready for any question you are going to be asked
4. Present your company’s performance in a stunning dashboard
Power BI Interface - Explained
Ribbon
Workspace | Canvas
Field
Or
Data
Pane
Shows all
fields from
your data
Filters Pane
Helps you add filters
to your visual
Visuals Pane
What Page of Dashboard are you on? Helps you add visuals to your dashboard & format it.
Loading your data
1. Select source data

format and load data
by selecting location 2. Put a tick mark here
of the file. & then click on Load
button below.
Creating a Card
Click on the card visual to add it on your canvas. Add numerical

Once added, drag a numerical field you want to field in fields as
visualize in the fields box. shown below.
Creating a Table
Add any field in

Click on the table visual to add it on your canvas. columns as
Once added, drag any field you want to visualize in the shown below.
columns box.
Creating a Column Chart – X-axis & Y-axis
Add fields in X &

Y Axis as shown
below.
Sales is
your Y-axis
Adding numerical
metric as Y-axis helps
the user understand
the extent of it by the
column height.
Sub-Category is your X-axis

Add the text based field that you want to see in the X-axis. As we are using
a column chart, numerical metrics like sales, profit etc will become Y-axis
as we want the column HEIGHT to show the extent of that metric.
Creating a Column Chart – Legend
Add fields in
Legend further divides your visual into different colors Legend as shown
by adding a second level of breakdown. below.
Adding Region to legend breaks all our subcategories from 1 column for each
subcategory to 3 columns for each sub-category, all having different colors.
For ex – 1 Column of bookcases becomes 3 columns of Bookcases from Central,

Bookcases from North & Bookcases from South.
Creating a Column Chart – Tooltips
Any metric (numerical field) that you add in Tooltips will Add fields in
be visible to you when you hover over different Tooltips as shown
elements of the visual. below.
For ex – After adding Profit to tooltips, whenever user hovers over ANY column of
the column chart, they will see profit of that subcategory along with the Sales
amount as well. Profit amount will only be visible as a value in the hover box and
not as an additional column in the chart.
Creating a Bar Chart from a Column Chart
To create a Bar Chart, all you have to do is create a

Switch from right
Column Chart & then click on Bar Chart icon in
icon to left icon.
Visualization Pane to convert it to a Bar Chart.
Creating a Line Chart
To create a Line Chart, all you have to do is add your Once completed,
date field in X-axis & the numerical field you want to this is how your
see the trend of in Y-axis. inputs will look like.
By doing the above you will get one line showing trend of the numerical
field over your date range.
Creating a Pie Chart
To create a Pie Chart, add your numerical field in values Once completed,
& the field by which you want to see a breakdown of this is how your
your values in legend. inputs will look like.
By doing the above you will get one line showing trend of the numerical field over
your date range. If you want to break it into multiple lines based on another field,
such as Shipping Mode, add it to the legend as shown below.
Step 1: Added Qty as Values Step 2: Added Region as Legend

FAQ: How to add / change title of a visual
1. Select the visual by clicking

on it. 2. Click on the Format Visual
icon under the Visualizations
Pane.
3. Click on the General Tab
4. Enable title & add your title

under “Text”
Tip: You can further format

title by adding
background, changing font
style, etc by using the
options below “text”.
FAQ: How to change background of a scorecard (or any other visual)
1. Select the visual by clicking

on it. 2. Click on the Format Visual
icon under the Visualizations
Pane.
3. Click on the General Tab
4. Go to “Background” under
the Effects Section & Change
the color by clicking on color
icon.
What’s happening in the Mega Day 2 Session tomorrow @ 7 PM?
1. Enhance your entire dashboard to make it analysis worthy

2. Learn how to refresh your data with 1 button click
3. Make your dashboard TRULY interactive for insights
4. Learn to share your dashboard (offline + online) + even inside PPTs
5. Learn all about the Power BI Service environment
6. Find out the power of Artificial Intelligence in Power BI
7. Solve case studies & questions for your Monday meeting & get a
promotion + a salary hike
8. Get “X” amazing bonuses that will be a game changer for your career
EXCLUSIVE BONUSES
ONLY GIVEN LIVE IN THE DAY 2 SESSION
TOMORROW
Editable Exclusive Ready Made
3,500 10,000 170+

PPT Templates Icon Sets Presentations
Rs 16,000!
+ 3 More Bonuses worth Rs 20,000

Day 1 - Notes - Power BI

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12,400+

You need to impress everyone by…

1. Select source data

Click on the card visual to add it on your canvas. Add numerical

Add any field in

Add fields in X &

Sub-Category is your X-axis

For ex – 1 Column of bookcases becomes 3 columns of Bookcases from Central,

To create a Bar Chart, all you have to do is create a

Step 1: Added Qty as Values Step 2: Added Region as Legend

1. Select the visual by clicking

3. Click on the General Tab

4. Enable title & add your title

Tip: You can further format

1. Select the visual by clicking

3. Click on the General Tab

1. Enhance your entire dashboard to make it analysis worthy

Editable Exclusive Ready Made

3,500 10,000 170+

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