REPORT IN POWER BI DESKTOP
I.
REQUIREMENT
Data source : Financial report.xlxs
Latest commodity data report:
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Most profitable month and year ?
Which city is the best-selling company in?
Which industry should the company continue to invest in?
II.
PRACTICE
1. Prepare your data
In Navigator, you can choose to load the data or transform it. To ensure that you have the right
range of data, the Navigator gives you a preview of your data. Italics are used for numerical data
types. Prepare your data for loading by transforming it if necessary. We do want to transform the
data now in order to make the visualization easier to read later. Every change you make will be
added to the list under Query Setting in Applied Steps.
- Select the Financials table, and choose Tranform data.
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Select the Units Sold column. On the Transform tab, select Data Type, then select Whole
Number. Choose Replace current to change the column type.
Changing the data type is the most popular data cleaning action that users take. The sales unit is
expressed in decimals in this instance. Selling 0.4 or 0.5 products would be absurd, right? Let us
convert it to an integer now.
Or you can right click to Units Sold comlumn, select Change Type, then select Whole Number
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Let’s shorten the column name from Month Name to just Month. Double-click the Month Name
column, and rename to just Month.
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In the Product column, select the dropdown and clear the box next to Phones and accessories
Let's say the Phone and accessories have stopped working so I want to filter this data from the report
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You see that each transformation has been added to the list under Query Settings in Applied
Steps.
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Back on the Home tab, select Close & Apply. Our data is almost ready for building a report
Power BI has detected that those fields are numeric. Power BI also indicates the date field with a
calender symbol
2. Build your report
Visual 1 : Add a title
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On the Insert ribbon, select Text Box. Type “Executive Summary – Finance Report”
Select the text you typed. Set the Font Size to 24 and Font Family to Segoe(Blod)
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Set Background Color in Format text box.
Visual2: Profit by date
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From the Visualizations pane, click to the “Line chart” icon, then a “Line chart” will be displayed
in a blank area on the report canvas.
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Click “Line chart”, from the Date pane, Drag the Date field to the X-axis and the Profit field to the
Y-axis.
Power Bi updates the line chart to show profit for each month.
Visual3 : Profit by Country/Region
Create a map to see which coun/region had the highest profits.
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From the Visualizations pane, click to the “Map” icon, then a “Map will be displayed in a blank
area on the report canvas
Click”map” on the report canvas, from the Data pane,drag the Country field to the Location and the
Profit field to the Bubble size in Visualizations pane
Power BI creates a map visual with bubbles representing the relative profit of each location.
Hanoi city performs better than other cities
Visual4: Sales by Product and Sale chanenel
Create a bar chart to determine which companies and segments to invest in.
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Drag the two charts you’ve created to be side by side in the top half of the canvas. Save some
room on the left side of the canvas.
Select a blank area in the lower half of your report canvas.
In the Data pane, select the Sales,Product/type product and sales channel fields.
Power BI aotumatically creates a clustered column chart.
Drag the chart so in’s woide enough to fill the space under the two upper charts.
Visual5: Year slicer
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From the Visualizations pane, choose the “Slicer” icon, then a “Slicer” will be displayed in a blank
area on the report canvas.
Drag the Date field to the Slicer.
Select Format Viual tab in the visualizations pane, then change Style options in slicer setting to
Vertical list.
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In the Fields section of the Visualizations pane, select the drop-down in Fields, change the
setting in Fields section from Date to Date Hierarchy.
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Then, remoce Quarter and Day so only Year and Month are left.
3. Finished report
Reply to Latest Commodity Data Report:
- Most profitable month or year? October 2019
- Which city is the best-selling company in? In HCM , specifically Ha Noi
- Which industry should the company continue to invest in? Need to promote Beauty & Health
advertising