We have seen most of the charts offered by Power BI in our previous posts, which included the Stacked bar chart, line chart, Area chart, Ribbon chart, funnel, waterfall chart, map, treemap, pie chart, donut chart and many more.
In this blog we will see about KPI, Slicer, key influencer, Q&A, RScript Visual and Python script visual. So lets start.
Before getting started, we will using the same dataset to visualization in this blog as we did in previous blog. If you want to download the dataset click here.
KPI
KPI stands for key performance indicators. It is used by many organizations to measure value, that demonstrates how effectively a company is achieving the targets/goals.
Create a KPI
In the following example, We will create a KPI that will measure progress towards the profit target. To create the KPI we need to add the KPI in the power BI report by clicking on the KPI icon under the “Visualization”. Then drag the month, profit and target profit as in indicator, Trend axis and Target goal respectively.
Note : Target profit field is not available in the dataset. It is a dummy field created just to let you know how to draw the chart. If you don’t know how to create a dummy field you can see it in a previous blog. Power BI Data Visualization (Part II)
Indicator - profit
Trend axis - month
Target goals - Target profit
Formatting KPI -
General -You can set the x-axis and y axis position or height and width of the chart.
indicator - We can set the indicator display unit and set the position.
Trend axis - When it turns on, the visual shows the trend axis as the background of the KPI visual.
Goals - When it turns on, it displays the target value and the distance from the target as a percentage.
Color coding - You can set the color code from here for visualization.
As we can see in the following graph, the profit target is 65.05k, but has only reached 37.37k by the end of December. We can see in the graph that 33.33 percent is far away from the target.
Create a slicer
Slicer enables a user to filter and sort a report and show only the information the user wants. Now we will create a slicer. To create a slicer we need to add the slicer in the power BI report by clicking on the slicer icon under the visualization. Then drag any field as the field from which you want to sort or filter the data.
field - subcategory
Formatting slicer -
General -You can set the x-axis and y axis position or height and width of the chart. also set the outline color
Selection control - You can manage the selection control from here. for e.g you can turn on/off single selection, multi-selection.
Slicer heading - You can change the font size, family, color of slice heading.
Items - You can change the font size, family and color of slicer items.
As you can see in the following GIF, if we select any subcategories then only that subcategory related data are visible and change the chart according to the selection. We can select the multiple subcategories.
Table
In power BI, table charts are used to display the data in tabular format. To plot the table in power BI, we need to add the table in power BI report by clicking on the table icon under the Visualization. Then drag the fields as the values which you want visualize in the tabular format.
Fields - category, city, country/region, customer name, year, quarter, month, day, order ID, postal code, product ID, product name.
Formatting table -
General - General -You can set the x-axis and y axis position or height and width of the chart.
Style - you can change the table style from here.
Grid - you can change the grid horizontal and vertical grid color, padding, thickness etc.
Column header - you can change the color, font size, family of column header.
Values - you can change the font color, size, family of the values
Total - you can change the font color, size, family, background color of the total.
Field formatting - you can change the font color, size, family, background color of the fields .
Conditional formatting - you can manage the conditional formatting from here.
Title - you can change the font color, size, family, background color and alignment of the title.
Create a Matrix
Matrix automatically aggregates the data and enables you to drill down. To plot the matrix in power BI, we need to add the matrix in power BI report by clicking on the matrix icon under the Visualization. Then drag the fields as the values which you want visualize in the matrix format. In our example we drag the subcategory, region and sales as the rows, column and values respectively.
Rows - subcategories
Column - region
Values - sales
Formatting matrix -
General - General -You can set the x-axis and y axis position or height and width of the chart.
Style - you can change the table style from here.
Grid - you can change the grid horizontal and vertical grid color, padding, thickness etc.
Column header - you can change the color, font size, family of column header.
Row header - you can change the color, font size, family of Row header.
Subtotal - you can manage the sub total for e.g hide the row/column subtotal, change the name.
Grand total - you can change the font color, size, background color of grand total values.
Values - you can change the font color, size, family of the values
Field formatting - you can change the font color, size, family, background color of the fields .
Conditional formatting - you can manage the conditional formatting from here.
Title - you can change the font color, size, family, background color and alignment of the title.
Q&A (Question and Answer)
Q&A is the amazing feature provided by Power BI. This feature is very useful for visualizing the data quickly for those, who don't know how to visualize the data with Power BI. You just have to write a question for which you want to know the answer and power BI will answer that question by creating the chart. that chart could be any such as a line chart, stacked bar chart etc.
To explore your data and create visualizations with power BI Q&A, you just have to add Q&A in the power BI report by clicking on the Q&A icon under the “visualization”. Then simply write down the question you want to find the answer to or you want to visualize it.
Creating chart using Q&A
Decomposition Tree
Decomposition tree are used to visualize the data in multiple dimensions. It enables you to drill down into your dimensions and automatically aggregates the data. It gives you artificial intelligence capabilities that can help you to find the next dimension data as per defined criteria. we breakdown the data into various categories and determine the low, high values using artificial intelligence function.
To create the Decomposition tree, you just have to add the Decomposition tree in power BI report by clicking on the Decomposition tree icon from the visualization pan. In the following example drag the fields, profit as the “analyze” and region, segment, sub-category as the “Explain by”.
Creating Decomposition tree
If you need implementation for any of the topics mentioned above or assignment help on any of its variants, feel free to contact us.
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