Power View
Power View is used to Create Visuals by taking Dataset as Source .
Visuals - Graphical Representation of Data we call as Visuals
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Power BI Desktop User Interface
1. Fields Pane
Tables - Columns / Fields
Fields Pane will Contains list of Tables Loaded into Power Pivot .
All the Tables will be Sorted in alphabatical Order,
When we Expand tables we will See the Columns in the Table and the Columns
will be Sorted in alphabatical Order,
2. Visualization Pane - Visualization Pane will Contains Default Visuals
which we Mostly used in Power BI
3. Filter Pane - Filter Pane is used to Show Subset of Data in the Visuals
4. Ribbon - Ribbon will Contains Multiple Tabs and Each Tab will Contains
100 GUI Options which we used for Development of Report .
5. Multiple View
A. Report View - Create Visuals
B. Data View - Enhancing the Data Model (New Infromation -DAX)
C. Model View - Data Modeling
6. Report Canvas - Report Canvas is the palce where we will Develop the
Visual
7. Pages Section -using Pages Section Add , Rename , Duplicate, Delete
Hide the Pages
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Visual Interactions
When we Click on any Data Point in One Visual , all Other Visuals in the
Report Page will Filter the Data because of Visual Interactions
Report - Multiple Pages
Page - Multiple Visuals
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Types of Interactions - 3 Types
1. Highlight Action
2. Filter Action
3. None Action
Highlight Action - Power BI will Give first Priority to Highlight Action
In Some Visuals it is not Possible to Highlight the Values then Power BI
will Give Next Priority to Filter Action .
Sometimes Clients will ask you to Change Defauult Visual Interaction
Behaviour .
Select the Source Visual - Ribbon - Format Tab - Edit Interaction
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Few Visuals will Support all the 3 Interation Types
1. Highlight Action
2. Filter Action
3. None Action
Few Visuals will Support Only 2 Interaction Types
2. Filter Action
3. None Action
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In all the Visuals I need to Change Default Highlight Action to Filter
Action
File Menu - Options & Settings - Options - Current File - Report Seetings
Check Option - Change the Default Visual Interaction from Cross Highlight
to Cross Filter
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Filters in Power View
Filters - To Show Subset of data from Complete Data we will use Filters
When Dataset Contains Complete Data and if we need to Show Subset of Data
in the Visuals we use Filters in Power View
Types of Filters in Power View - 4 Types
1. Filters on this Visual
2. Filters on this Page
3. Filters on All Pages
4. DrillThrough Filters
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Filters on this Visual - When ever we need to Filter the Data in Only One
Visual we will use Filters on this Visual
Filter SubTypes - 5 SubTypes
1. Basic Filtering
2. Advanced Filtering
3. Top N Filtering
4. Relative Date Filtering
5. Relative Time Filtering
On Text & Number Datatype Columns we will See 3 SubTypes
On Date Datatype Column we will See 5 SubTypes
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Filters on this Page - When ever we need to Filter the data in all the
Visuals of a Page we need to use Filters on this Page
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Filters on All Pages - When ever we need to Filter the Data in All the
Pages of a Report we will use Filters on All Pages
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DrillThrough Filters - DrillThrough Filters is used to Pass Filter
Condition from One Page to Anaother
Using Visual Interactions we Can Filter the Data in Only One Page .
Cross Report
Default OFF
When we need to ON this Option
--
Keep All Filters
Default ON
When we need to OFF this Options
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Client will ask us to Show Subset of Data or Filtered Data in the Visuals
Sometimes we need to Filter the Data on Text Columns
Number Columns
Date Columns
Applying Filters on Number Datatype Columns
Show the Employees Whose Salaries are between 1000 & 3000
Salaries are between 1000 & 3000
Equavalent
Sal >=1000 AND Sal<=3000
If the Both the Condition are True I need to Show Records we need to go
with AND Logical Function
AND Operator
Cond 1 Cond 2 Result
True True True
True False False
False True False
False False False
If any One Condition are True I need to Show Records we need to go with OR
Logical Function
Create a Visual to 10 & 20 Deptno
OR Operator
Cond 1 Cond 2 Result
True True True
True False True
False True True
False False False
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Applying Filters on Text Columns
In Power View Text Filters are not Case Sensitive
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Applying Filters on Date Columns - Video
Lock Filter
Hide Filter
Show or Hide Filters Pane
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Hierarchies and Drill-Down Reports / Visual
Create a Visual to Show Category wise Sales
Create a Visual to Show Sub-Category Wise Sales
Create a Visual to Show Sub-Category Wise Sales where Category
="Technology"
Create a Visual to Show Sub-Category Wise Sales where Category
="Furniture"
Create a Visual to Show Sub-Category Wise Sales where Category ="Office
Supplies"
Create a Visual to Show Product Name wise Sales
Create a Visual to Show Product Name wise Sales where Sub-Category =
"Copiers "
Create a Visual to Show Product Name wise Sales for 17 Different Sub-
Categories
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Instead of Creating Above 23 Visuals if we can Create One DrillDown Visual
we can Perform Above Analysis in One Visuals
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To Create a DrillDown Visual we need to Create Hierarchy .
To Create a Hierarchy we need to Have Related Dimension Columns
Related Dimension Columns
Category , Sub-Category & ProductName - ProductHierarchy
Country, State & City - GeographyHierarchy
Hierarchy - Ordered Sequence of Related Dimension Columns We call as
Hierarchy
When we Create a Visual Using hierarchy it will show first Level Data in
the Hierarchy
By Default DrillDown will not only Filter the Data in DrillDown Visual it
will even Filter all Other Visuals in the Report Page
Select the DrillDown Visual - Format Tab - Apply DrillDown Filter to -
Selected Visual
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Types of Hierarchies
2 Types
1. System Defiened Hierarchies
The Hierarchies which are Created By Power BI we call as System Defiened
Hierarchies
Eg: Date Hierarchy
For Every Date Column Power BI will Create Date Hierarchy
2. User Defined Hierarchies
ProductHierarchy , GeographyHierarchy
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Visualizations
To Graphically Represents the Data we use Visualizations.
Visuals for Filtering
Visualizing Categorical Data
Visualizing Trend Data / Date and Time Data
Visualizing KPI Data
Visualizing Tabular Data
Visualizing Geographical Data
Leveraging Power BI Custom Visuals
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Visuals for Filtering
Difference Between Filters & Slicers ?
Slicer Visual
1. Purpose
2. Field Wells
3. Formatting Options
Purpose
Slicer Visual is used to Filter the Data in a Report Page by the Clients
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Field Wells
Filed - Multiple Related Dimension Columns
Slicer Types
Number Dimension Columns , Text Dimension Columns & Date Dimension Columns
Based on Datatype of Dimension Columns the Slicer Types will Change
Text Dimension Columns
1. List - When ever we have less Number of Dimension Values
list is best Options
2. DropDown - When ever we have More Number of Dimension Values
DropDown is Best Option
Number Dimension Columns
1. List
2. DropDown
3. Between
4. Less than or equal to
5. Greater than or equal to
Date Dimension Columns
1. List
2. DropDown
3. Between
4. Before
5. After
6. Relative Date
7. Relative Time
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By Default Slicer will Filter the Data Only in Current page.
Is there any Possibility to Filter the data using Slicers in Other pages ?
Yes - Sync Slicer Option
Select the Slicer Visual - View Tab - Show Panes - Sync Slicer
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Play Axis Visual (Dynamic Slicer Visual) - Custom Visual
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Text Filter - Custom Visual
Purpose - Text Filter Visual is used to Filter the Data in the Visuals by
the Clients
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Visualizing Categorical Data
Category , Sub-Category, ProductName
Pie Chart - Pie Chart is used for Visualizing Categorical Data when we
have less Number of Categorical Values .
Create a Visual to Show Category wise Sales
Create a Visual to Show Category wise Sales & Profit
Create a Visual to Show Category wise Sales, Profit & Quanity
Create a Visual to Show Category, Region wise Sales
Create a Visual to Show Category, Region wise Sales &Profit
Create a Visual to Show Category, Region wise Sales, Profit & Quantity
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Types of Tooltips
2 Types
Default Tooltip
Report Page Tooltip - 20 Mins
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Donut Chart - Donut Chart is used for Visualizing Categorical Data when we
have less Number of Categorical Values .
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Treemap Visual - Treemap Visual is used for Visualizing Categorical Data
when we have Medium Number of Categorical Values
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Video - Bar Charts & Column Charts
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Scatter Chart
When ever we need to Compare two Measure Values we need to Scatter Chart.
Region wise Sales & Profit
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Visualizing Trend Data / Date and Time Data
Line Chart - Line Chart is used to Show Date & time Related Data
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Area Chart - Area Chart is used to Show Date & time Related Data
Stacked Area Chart -
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Combination Charts
1. Line & Stacked Column Chart
Inn Line & Stacked Column Chart By Default Column Scale will Show in Left
Side & Line Scale will Show in Right Side
2. Line & Clustred Column Chart
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Ribbon Chart - When ever we need to Give ranking for Dimension Values we
need to Use Ribbon Chart.
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Waterfall Chart
When ever we Need to Show Cummulative Totals / Grand Total we will use
Waterfall Chart
Between Two Time Periods if we need to See Breakdown of Sales based on
Dimension Values
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Visualizing KPI Data - Video
KPI - Key Performance Indicator Data
Card Visual - Card Visual is used to Show KPI Data
A Card Visual can allow Only One KPI
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MultiRow Card - MultiRow Card is used to Show KPI Data
A MultiRow Card will allow Multiple KPI
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Gauge Visual
Gauge Visual is used to Show Target Realted Data
Targets will be Provided based on KPI's
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KPI Visual
Funnel Chart
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Visualizing Geographical Data
Map Visual / Bubble Map - Map Visual is sued to Visualize the
Geographical Data
Geographical Data - Country, City , State
Categorise the Geographical Fields
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Custom Legend
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Venkatagiri - Nellore District
Venkatagiri - Hyderabad
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Visualizing Tabular Data
Table Visual - WHen ever we need to Present More Number of Dimension
Columns & Fact columns Data we will use Table Visual
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Matrix Visual
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New Visual
1. Purpose
2. Field Wells
3. Formatting Option
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Themes
Tooltip Page
Types of Tooltips
1. Default
2. Report Page Tooltip
3. Moderen Visual Tooltip - Drill Actions (DrillDown, Drill Up & Drill
Through)
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Grouping, Binning , Sorting
Bookmarks & Selection Pane
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Grouping, Binning , Sorting
Grouping - Grouping will help us to group the Dimension Values
Group Text Dimension Values - Grouping
Group Type - List
Group Number Dimension Values - Binning
Group Date Dimension Values - Binning
List
Bin - Default
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Sorting - Presenting the data Either in Ascending or Descending order we
call as Sorting
Descending - highest to Lowest
Ascending - Lowest to Highest
MonthName = FORMAT(Orders[Order Date],"MMMM")
MonthNo = MONTH(Orders[Order Date])
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Bookmarks & Selection Pane & Buttons - Video
