Creating Power BI reports

- [Instructor] Adding visuals to your reports will make your presentations more engaging and more memorable. In this lesson, I'll walk you through a few ways that Power BI lets you build reports. In this example, I'll build multiple charts using sample data of a company sales for 2021. You can install Power BI on your PC by going to the Microsoft store and searching for Power BI. I have already imported the data from sales order and customer files, which you can find in the exercise files. On the visualization panel, there are several options to make a chart. I want to build one showing how many items were sold each month. I'm going select the stacked column chart because it will let me place time on the bottom axis and count the orders on the vertical axis. A blank visual is added to my workspace, I'll select order date from the sales order header table in the field's list. Order date gets added in the axis box and visualizations. Power BI determined that the field was a date and produces a date hierarchy of year, quarter, month, and day. I'll select the X next to year and quarter to remove them from my visualization since I only need month and day. Next, drag order quantity from sales order details into values. The data values showed on the chart will be the sum of items sold that month. The visual is populated, but very small. I'll select the bottom right corner of the visual and drag it to fill the screen. Now I can see that the most items were sold in February. I might prefer to see this with the date on the vertical axis, so I can select stacked bar chart. The last change I want to make to this chart is to give it an easily understood name, right now it's order quantity by month. In the visualizations panel I'll select format, expand title and change the title text to be monthly orders. These visualizations will help you to analyze the data at a glance. Now that I've built my first Power BI visualization, I want to create one more before finishing this report. I'll shrink the monthly orders visual, giving me room to work. Next, let's create a donut chart to gain insight into the companies that purchase the most. The donut chart format will quickly show me the top purchasers. In the home ribbon, select new visual. In the visualization pane, I'll select donut chart. First, I'll pull in the total sales using line total, select the check box next to line total in sales order details. Looking at this, we see that the line total is being shown as a decimal number instead of a monetary sum. I'll select line total, and we'll change the formatting of this by selecting display the values in this column as currency, we see that the total for this chart is now $708,000 of sales. Now, select the checkbox for company name in the customer table and the donut chart will populate with the customer names by total sales. Move and resize the two visuals so they show up well on the page. Finally, since this report will be for our California sales team, I'm going to apply a filter to the page. Expand the filters panel and drag state province from customer into the filters on this page box. This will allow me to apply a filter of customer state equals California to all my visuals on the page. I'll select California and see the visuals change, February continues to be the month when most items are ordered by California customers. Eastside Department Store is the biggest purchaser in California. I now have a report ready to share with our California team. Bar charts and donut charts are just the beginning of what you can accomplish with this software. Power BI has many more options to help you present your data. Figure out what data points you can visually represent to help your team grow and collaborate. By finding opportunities to make visualizations, you can clearly communicate your impact and effectiveness to your team, clients, and stakeholders.