Information Visualisation with Energy BI Desktop

Business Intelligence

Information Visualisation with Energy BI Desktop

bizadmin

February 21, 2023

[ad_1]

As most of you guys know Energy BI Desktop is launched. I ought to say, it’s superior. There are heaps of adjustments in evaluate with its preview version Energy BI Designer. I’ve written a collection of posts relating to making a report and dashboard utilizing Energy BI Designer earlier than. You will discover them right here. Now I wish to clarify the identical factor in Energy BI Desktop. I’ll cowl a number of new options on this publish and I hope you get pleasure from it.

We use Journey Works DW 2012 database as pattern, you possibly can open your actual world information supply
Click on on “SQL Server Database” then “Join”
On this pattern we’re connecting to a “SQL Server Database”
Click on “Join”

Enter the server and database names. The database identify is non-obligatory right here so you possibly can depart it clean. Nonetheless, You’ll want to pick it within the subsequent pages. So on this pattern I enter the database identify. You can too write your personal customized SQL assertion. Click on OK.

Up to now we bought the info we have to analyse. Now we should always go to the subsequent step.

This half goes to be an easy, however, time consuming a part of our work. The extra objects you’ve got the extra time you might want to tackle this half.

Rename Queries and Fields

In Energy BI Desktop you possibly can rename the queries and their fields from 3 totally different locations.

From report view
- Choose the report view from the left pane
- Proper click on on the question or discipline from the “Fields” pane and choose “Rename”
- Rename the thing
From Information view
- Click on on “Information” view from the left pane
- To rename the question you possibly can proper click on on the question from “Fields” pane then “Rename”
- To rename the fields you possibly can both develop the question, proper click on on the sphere then “Rename” OR you possibly can merely click on a question from “Fields” pane then proper click on on the column and “Rename” it
- If you’re a keyboard man like me, you possibly can press F2 on the queries or fields from “Fields” pane to rename them as properly.
From Question Editor

Disguise Queries and Fields

To cover a question or a discipline you are able to do the identical as we did for renaming the queries or fields. You simply want to pick “Disguise” while you proper click on on the thing from the report view.

Or choose “Disguise in Report View” while you do the identical within the report view.

Sadly, we have to cover the corresponding fields or queries one-by-one as multi-select is NOT out there right here that makes it extra time consuming.

NOTE: You possibly can NOT cover fields from Question Editor.

UPDATE: Multi-select is on the market now with the brand new launch of Energy BI Desktop (Ver. 2.26.4128.403) in “Relationships” view:

Multi-select desired columns
Proper click on on the columns
Click on “Disguise from “Disguise in Report View”

It’s a lot simpler now to cover unneeded columns from the studies.

You possibly can handle relationships by clicking on the “Handle Relationships” button out there on the ribbon.

As you possibly can see within the screenshot there are some inactive relationships between the tables. It’s because there’s one other relationship between these two tables. As an illustration, order date and ship dates hyperlinks are inactive as there’s an lively relationship between “Reseller Gross sales” and “Date” tables. The “Due Date” hyperlink between “Reseller Gross sales” and “Date” tables is activated by default so we aren’t in a position to activate the opposite relationships.

However, what ought to we do in these circumstances? Beforehand I defined the best way to implement role-playing dimensions in SSAS Tabular mannequin . The identical idea applies to Energy BI Desktop so I received’t clarify it right here once more. So we have to import the date dimension two extra occasions to our Energy BI Desktop mannequin. Then we have to create new relationships between the imported date tables and the Reseller Gross sales desk. As I created DueDate, OrderDate and ShipDate views on SQL Server earlier than I simply have to import them to my Energy BI Desktop mannequin. To take action you might want to “Get Information” then make names extra person pleasant.

Click on on the “Relationships” view to see how your mannequin appears to be like like.

Notice: As you possibly can see I left the Date desk within the mannequin. I’ll categorical the rationale in one other publish displaying you a really efficient technique to have all date measures in a single chart. So you possibly can determine both to import all date tables into your mannequin or implementing the report utilizing only one date dimension relying in your consumer’s wants .

After importing all date tables to the mannequin it’s time to handle the relationships.

Click on New
Choose “Order Date” desk from the primary dropdown checklist
Click on on “OrderDateKey” column
Choose “Reseller Gross sales” desk from the second dropdown checklist
The “OrderDateKey” ought to get highlighted routinely. If it doesn’t click on on it
Click on OK

Do the identical factor for the opposite date tables to create the relationships

Go to “Relationships” view to see how the mannequin modified.

Now it’s time to start out the thrilling a part of working with Energy BI Desktop. Information visualisation is the very straightforward with Energy BI Desktop when you’ve got a properly designed mannequin. Let’s begin with some situations and make significant studies.

Nicely, as you noticed we used Journey Works information warehouse as a pattern on this publish. We imported the tables associated to “Reseller Gross sales”. ***

Complete Gross sales Quantity

Gross sales By Product Class

Gross sales and Complete Prices by Area (Postal Code)

Click on someplace on the report view out of every other charts
Increase “Reseller Gross sales”
Click on “Gross sales Quantity”
Increase “Geography”
Click on “Postal Code”
From “Visualisation” click on “Map” to alter the chart to a Map
Drag and drop “Complete Product Prices” from “Reseller Gross sales” into “Color Saturation” space
From “Visualisation” pane click on on “Format”
Increase “Information Colors”
Click on “Diverging”
Change the colors for Medium, Centre and Most
To vary the chart identify develop “Title” and alter the “Textual content”
To see extra particulars you possibly can zoom-in by double clicking on the map
Should you hover over every circle it extra particulars shall be proven

Based mostly on our settings this chart is telling us the gross sales quantity and product prices in every postal code. The larger the circle the upper gross sales quantity. The greener circle signifies lesser product prices. So the crimson circle signifies the very best product prices.

Resellers with Gross sales Quantity Better Than $650,000 by Gross sales Area

Add a Treemap to the report by clicking on it from the “Visualisation” pane

Increase “Reseller Gross sales”
Click on “Gross sales Quantity”
Increase “Gross sales Territory”
Drag and drop “Gross sales Territory Area” to “Group” into the “Visualisation” pane
Increase “Reseller”
Drag and drop “Reseller Identify” into “Particulars”
From “Visualisation” pane –> Filters –> develop “Gross sales Quantity” and set “Present the gadgets when the worth: is bigger that or equal to 650,000”
Click on “Apply Filter”

To vary the chart title click on on “format”, develop “Title” then change the “Textual content”

Should you hover over the chart extra particulars shall be proven

Order Amount, Unit Worth and Gross sales Quantity by Order Yr and Product Class

Click on on “Scatter Chart” so as to add it to the report
Increase “Reseller Gross sales”
Drag and drop “Order Amount” into X Axis space
Drag and drop “Unit Worth” into Y Axis space
Increase “Product Class”
Drag and drop “Product Class” into Legend space
Increase “Order Date”
Drag and drop “Yr” into Particulars space
Drag and drop “Gross sales Quantity” from “Reseller Gross sales” into Measurement space

Should you hover over the chart you possibly can see some extra particulars.

Including Some Slicers

Add a “Slicer” to the report by clicking on “Slicer” from the “Visualisation” pane
Increase “Geography”
Click on “Nation”
Add one other slicer for “State Province Identify” as properly

We are going to use these slicers to filter the entire report. So if we have to see the report only for analysing the info for the Unites States and Canada we simply want to easily click on on the on the slicer.

Energy BI Desktop is a extremely superb information visualisation instrument with tons of options you should utilize. One of many nice options od Energy BI Desktop is “Interactive Filtering”. Interactive filtering mainly is the power of choosing values straight on a chart and having that filter on different information areas. It’s superior isn’t it? So in addition to the slicers or the web page filtering you possibly can setup, you possibly can simply click on on a chart and see the results all around the report. As an illustration, when you click on on “Parts” column from “Gross sales by Product Class” column chart you’ll that every one different charts shall be filtered very properly.

One other instance is while you wish to see how your bike gross sales was in 2007. You possibly can merely click on on the specified circle on the scatter chart.

One of many implausible new options added to the Energy BI Desktop is the Publish button on the ribbon. Now we are able to merely publish our studies to the cloud straight from Energy BI Desktop.