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4. Data Visualizations and Dashboards
Data Visualizations and Dashboards
• Data Visualizations – various graphs and graphical data sets that are
clear, provide insight into the data, and support better decision
making.
• Dashboard – grouping multiple similar visualization to one screen or
page in a BI app.
• Dashboards are primarily shared, are intended for end‐users who make
decisions based on data.
• They are interactive and support dynamic changes.
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Dashboard – Sales Report
• Create the following visualizations and charts in the dashboard Sales
Report:
1. Number of new stores
2. Total number of stores
3. Sales this year by Chain
4. Sales this year by Postal Code and Store Type
5. Total Sales by Month and Territory
6. Total sales by fiscal month and territory manager
7. Sales chart of this and last year
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Dashboard – Sales Report
• Dashboard
displays a basic
overview of sales
from different
views on data
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Title ‐ Sales Report
1. On tab Home click
on „Text box“
2. Add text „Sales
Report“, set the font
to „Segoe UI Light“,
bold, 36 p.
3. Move the text to the
upper left corner of
the page and adjust
the field dimensions
4. On the lower bar,
rename the name of
the page „Page 1“ to
„Overview“ matej.cerny@euba.sk 5
Number of new stores
1. The first step to finding the number of new stores is to create a
calculated field in the table „Store“
2. In right panel „Fields“ click on tab „Store“
3. Then on tab „Modeling“ click on „New Measure“
4. A new field with a name „Measure“ appears in the right panel and a row
for text formulas is displayed under the command group bar „Measure =
5. We insert the following formula in the formula line, which will calculate
the number of such stores that are labeled as „New Store“.
Number of new stores = CALCULATE(COUNTA(Store[Store Type]);
FILTER(ALL(Store); [Store Type]="New Store"))
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Number of new stores (2)
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Number of new stores (3)
6. Click on the new
created column with
name „Number of
new stores“ so that
it is ticked
7. Click on the panel
„Vizualizations“ on
symbol icon „1 2 3“
8. The resulting
numeric visualization
adjusts the
dimensions and
places it next to the
dashboard title.
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Total number of stores
1. In table „Store“ create „New measure“ click on tab Modeling and in
the row we insert following formula:
Total number of stores = COUNTA(Store[StoreNumber])
2. Click on newly created column with name „Total number of stores“
so, it was ticked.
3. Next click on panel „Vizualizations“ on icon with symbol „1 2 3“
4. We will resize the resulting numerical visualization and place it
under visualization „Number of new stores“
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Total number of stores (2)
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Sales this year by Chain
1. We create a pie chart, but first we need to calculate the sales in this
year.
2. Click in panel to „Fields“ on table „Sales“ and create 3 measures.
3. At the same time we will create a measure „Sales last year“, which
we will use in other visualizations.
4. Whether it is in this or the previous year distinguishes our data by
field „ScenarioID“ in table „Sales“
• If is value 1, it is this year, if 2, it is previous (last) year
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Sales this year by Chain (2)
5. We add the following formulas to the 3 measures:
Total Sales = SUM(Sales[Sum_Regular_Sales_Dollars]) +
SUM(Sales[Sum_Markdown_Sales_Dollars])
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Sales this year by Chain (3)
6. Currency format in dollars ‐ after typing the formulas, click on
the tab „Modeling“, group of commands „Formatting“, next to
„Format:„ and select „$ English (United States)“
7. After creating and formatting these measures, click on the pie
chart in the section „Visualizations“ and next on Fields, tick
„Sales this year“ in table „Sales“ and tick „Chain“ in table
„Store“
• Field „Chain“ refers to two chains, „Lindseys“ and „Fashions Direct“
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Sales this year by chain (4)
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Sales this year by Chain (6)
• Graph modification:
8. Set the appropriate
dimensions and place a
chart below the
dashboard title
9. Next in panel
„Visualization“ bellow
graph icons are located
3 options how to
modified the graph,
filtering (Fields), Format
and Analytics.
10. Click on the symbol of
the paint roller and in
menu „Data Colors“
change the color, so
„Fashions Direct“ was
yellow and „Lindseys“
blue matej.cerny@euba.sk 15
Sales this year by chain (7)
• If we want more
details related to
the graph, click
the right mouse
button on graph
and select the
option „Show
data“
• Applies for most
visualizations.
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Sales this year by Postal Code and Store Type
1. Now we create a visualization in which the data is displayed on the map:
o Firstly we need to set „PostalCode“ in table „Store“ as Postal Code
o Find the column and click on it
o On tab „Modeling“ in command group „Properties“ click on „Data Category“ and
select „Postal Code“
o By column name „PostalCode“ the globe icon will appear
2. Then we can click on the visualization named „Map“ (Globe icon)
3. Next click on Fields „Sales this year“ from table „Sales“, „PostalCode“
from table „Store“ and „Store Type“ from table „Store“
4. Adjust the size of the map, move it to the upper right corner, and set the
colors in the same way as for the pie chart
o Panel Visualiztion / painter icon / Data Color / select „New Store“ yellow / select
„Same Store“ blue
o The map can be zoomed in and out by using the mouse wheel
o Please note, the map will be only displayed if we have a functional internet
connection
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Sales this year by Postal Code and Store Type (2)
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Total Sales by Month and Territory
1. Select vizualization named „100% stacked column chart“
2. Tick fields „Total Sales“ in table „Sales“, „ReportingDate“ in table
„Time“ and „Territory“ in table „US StatesTerritories“
• The order of the click is important, otherwise the visualization can be
created from a different view of the data as needed
3. We adjust the chart dimensions and place it in the lower left corner
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Total Sales by Month and Territory (2)
• Because we are dealing with time data, we need to edit field
„ReportingDate“ to the desired format
4. Select the field on tab „Modeling“ in command group „Formatting“
select „Data type: Date“ and select „Format: march 2001 (MMMM
yyyy)“
5. Then click on the chart, where double‐click on the icon „Go to the next
level in the hierarchy“, located at the top right area of the graph
o That we achieve, that the visualization is displayed from month to month
6. Click on the three dot symbol at the top right corner of the chart and
choose „Sort by“ as „Month“and we select in the same menu „Sort
ascending“
o Visualization is logically organized by months
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Total Sales by Month and Territory (3)
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Total sales by Month and Territory Manager (DM)
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Total sales by Month and Territory Manager
(DM)(2)
4. Field „ReportingDate“ edit to the desired format
5. Select field on tab „Modeling“ in command group „Formatting“ choose
„Data type: Date“ and select „Format: march 2001 (MMMM yyyy)“
6. Then click on the chart, where double‐click on the icon „Go to the next
level in the hierarchy“, located at the top right area of the graph
o That we achieve, that the visualization is displayed from month to month
7. Click on the three dot symbol at the top right corner of the chart and
choose „Sort by“ as „Month“and we select in the same menu „Sort
ascending“
o Visualization is logically organized by months
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Total sales by Month and Territory Manager
(DM) (3)
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Sales chart of this and last year
1. Choose a
Visualization named
„Clustered bar
chart“
2. Next, tick the fields
„Sales this year“
and „Sales last
year“ in table
„Sales“
3. We adjust the chart
dimensions and fit
the colors with the
well‐known
procedure
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Final dashboard – Sales Report
• Dashboard is
interactive
and dynamic
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