Power BI Class Three and Four

James Stratton

November 20, 2021

Plan for Today Loading Live Data Visualizations Formulas Dashboards

Plan for Today

Today, we are working on using live data

Thank you to Ma Yee for setting it up for us!
With live data, there are three things we need to do differently . . .
§ How do I get it to update?
§ How do I use formulas with live data?
§ How do I make a live Dashboard?

We will also try out some new visualizations/features – try to do

these on your own!

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Loading Live Data

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Loading Live Data

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Loading Live Data

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Loading Live Data

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Loading Live Data

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Visualizations with Live Data

It works exactly the same as before!

Let’s do some visualizations for practice . . .

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Visualization 1

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New Feature: Drill-Down

Imagine if someone says, ‘There are a lot of loans in Bago . . . where

are they all coming from?’
We’d like to make an interactive graph
Add ‘Branch’ and ‘Village’ to the ‘Axis’ field

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Visualization 2
This one is for you to do – with a drill-down for branch and loan
officer!

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Visualizations with Live Data

There are some types of visualizations that work well with live data!
We are going to start with visualizations that use dates

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Visualization 3: Total Disbursements Each Day

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Visualization 3: Total Disbursements Each Day

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Visualization 4: Cards

Another good visualization for live data is called ‘Card’: it just gives
you a single number
Let’s make three ‘Cards’ for our current number of farmer, vendor
and MSME clients

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Visualization 4: Cards

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Visualization 5: Portfolio at Risk

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Formulas with Live Data

PAR isn’t anywhere in our dataset . . . we have to use a formula for it

When the data are static, it’s ‘easy’ to use formulas
§ We could edit our Excel file, and then upload it back into Power BI

With live data, we can’t just keep downloading into Excel every time
We have to tell Power BI how to, using a language called DAX
§ DAX is a bit hard!
§ Today, just copy the formulas I am using
§ We will do a full class on DAX soon

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PAR Formulas
Go to the data and select ‘New Column’: a formula appears
The formula we want is...
PARUnder30 = IF(VW ActiveLoanClientsGLP[DueDate] ă TODAY()
VW ActiveLoanClientsGLP[DueDate] ą
TODAY()-30,VW ActiveLoanClientsGLP[GLP],0)
Hit and the new column should be filled in!
Now repeat for the next two formulas . . .
PAROver30Below60 = IF(VW ActiveLoanClientsGLP[DueDate] ă
TODAY() - 30 VW ActiveLoanClientsGLP[DueDate] ą TODAY() -
60,VW ActiveLoanClientsGLP[GLP],0)
PAROver60 = IF(VW ActiveLoanClientsGLP[DueDate] ă TODAY() -
60,VW ActiveLoanClientsGLP[GLP],0)
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Dashboards in PowerBI

So far, we have been making reports

In PowerBI, a dashboard is like an ‘Executive Summary’
§ You look at the Dashboard to get the general picture
§ If you want more information, you click on on a visualization, which
takes you to more detail in the report

Dashboards work well with live data, because they can quickly show
us how we’re going overall

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How to Make a Dashboard

Step 1: Make some visualizations

Step 2: Publish your report to Power BI Service (online version)
Step 3: On Power BI Service, pin the visualizations to the dashboard
Step 4: Go to the dashboard, rearrange and clean up!

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