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Tutorial 13.4 Switch between Web / Mobile View3.5 Create QR Code for Report1.Open a report in the Power BI service. Select the ellipsis (.) in the top-right corner and selectGenerate QR code.2.A dialog box with the QR code appears.3.From here you can scan the QR code or download and save it so you can: Add it to an email or other document, orPrint it and place it in a specific location.Analyzing and Visualizing Data with Power BI @ Peter Lo 201826

Tutorial 1Connecting to CSV File4.1 Read Text/CSV File1. Select Get Data to load the “0388.HK.csv” file, double cli k to create the report.4.2 Creating Report4.2.1 Create Line Chart1. Select Line and Stacked Column Chart. Put Date in Shared Axis, Volume in Column values,and Close in Line values.Analyzing and Visualizing Data with Power BI @ Peter Lo 201827

Tutorial 1Quick Insight5.1 OverviewHave a new dataset and not quite sure where to start? Need to build a dashboard quickly? Want tolook for insights you may have missed?Run quick insights to generate interesting interactive visualizations based on your data. Quickinsights can be run on an entire dataset (quick insights) or on a specific dashboard tile (scopedinsights). You can even run insights on an insight!5.2 Create Insight1.Explore insights using the Supplier Quality Analysis sample. From the Datasets tab, selectthe ellipses (.) and choose Get insights.2.Power BI uses various algorithms to search for trends in your dataset.3.Within seconds, your insights are ready. Select View insights to display visualizations.Analyzing and Visualizing Data with Power BI @ Peter Lo 201828

Tutorial 14.The visualizations display in a special Quick Insights canvas with up to 32 separate insightcards. Each card has a chart or graph plus a short description.5.3 Interact with Insight Cards1.Hover over a card and select the pin icon to add the visualization to a dashboard. Hover over acard, select the ellipses (.) and choose View insights. This opens the insight fullscreen.Analyzing and Visualizing Data with Power BI @ Peter Lo 201829

Tutorial 12.In Focus mode you can: Filter the visualizations. To display the filters, in the top right corner, select the arrow toexpand the Filters pane. insight an Filters menu expanded Pin the insight card to a dashboard by selecting the pin icon Run insights on the card itself. This is often referred to as scoped insights. In the top-rightcorner, select the lightbulb icon or Get insights.or Pin visual.The insight displays on the left and new cards, based solely on the data in that singleinsight, display along the right.3.To return to the original insights canvas, in the top-left corner, select Exit Focus mode.Analyzing and Visualizing Data with Power BI @ Peter Lo 201830

Tutorial 15.4 Run Insights on a Dashboard TileInstead of searching for insights against an entire dataset, narrow your search to the data used tocreate a single dashboard tile. This too is often referred to as scoped insights.1. Open a dashboard. Hover over a tile. Select the ellipses (.), and choose View insights.2.The tile opens in Focus mode with the insights cards displayed along the right.3.Does one insight pique your interest? Select that insight card to dig further. The selectedinsight appears on the left and new insight cards, based solely on the data in that single insight,display along the right.Continue digging into your data, and when you find an interesting insight, pin it to yourdashboard by selecting Pin visual from the top-right corner.4.Analyzing and Visualizing Data with Power BI @ Peter Lo 201831

Tutorial 1Data Alert6.1 Creating AlertSet alerts to notify you when data in your dashboards changes beyond limits you set. This exampleuses a card tile from the Retail Analysis sample dashboard.1. Start on a dashboard. From a dashboard gauge, KPI, or card tile, select the ellipses.2. Select the bell iconto add one or more alerts for Total stores. To start, select Add alertrule, ensure the slider is set to On, and give your alert a title. Titles help you easily recognizeyour alerts.3. Scroll down and enter the alert details. In this example we'll create an alert that notifies us oncea day if the number of total stores goes above 100. Alerts will appear in our Notification center.And we'll have Power BI send us an email as well.sAnalyzing and Visualizing Data with Power BI @ Peter Lo 201832

Tutorial 16.2 Receiving AlertsWhen the data being tracked reaches one of the thresholds you've set, several things will happen.First, Power BI checks to see if it's been more than an hour or more than 24 hours (depending on theoption you selected) since the last alert was sent. As long as the data is past the threshold, you'll getan alert. Next, Power BI sends an alert to your notification center and, optionally, in email. Eachalert contains a direct link to your data. Select the link to see the relevant tile where you can explore,share, and learn more.1. If you've set the alert to send you an email, you'll find something like this in your Inbox.2. Power BI adds a message to your Notification center and adds a new alert icon to the applicabletile.3. Open your Notification center to see the alert details.Analyzing and Visualizing Data with Power BI @ Peter Lo 201833

Tutorial 16.3 Managing AlertsThere are many ways to manage your alerts: From the dashboard tile itself, from the Power BISettings menu, on an individual tile in the Power BI mobile app on the iPhone or in the Power BImobile app for Windows 10.6.3.1 From the Tile Itself1. If you need to change or remove an alert for a tile, re-open the Manage alerts window byselecting the bell icon Alert icon. All the alerts that you've set for that tile are displayed.2. To modify an alert, select the arrow to the left of the alert name.s3. To delete an alert, select the trashcan to the right of the alert name.6.3.2 From the Power BI Settings Menu1. Select the gear icon from the Power BI menubar.2. Under Settings select Alerts. From here you can turn alerts on and off, open the Manage alertswindow to make changes, or delete the alert.Analyzing and Visualizing Data with Power BI @ Peter Lo 201834

Tutorial 1Visualization7.1 Waterfall Charts7.1.1 OverviewA waterfall chart shows a running total as values are added or subtracted. It's useful forunderstanding how an initial value (for example, net income) is affected by a series of positive andnegative changes.The columns are color coded so you can quickly tell increases and decreases. The initial and thefinal value columns often start on the horizontal axis, while the intermediate values are floatingcolumns. Because of this "look", waterfall charts are also called bridge charts7.1.2 When to use a Waterfall ChartWaterfall charts are a great choice: when you have changes for the measure across time series or different categories to audit the major changes contributing to the total value to plot your company's annual profit by showing various sources of revenue and arrive at thetotal profit (or loss). to illustrate the beginning and the ending headcount for your company in a year to visualize how much money you make and spend each month, and the running balance foryour account.7.1.3 Create a Waterfall Chart1.We'll create a waterfall chart that displays sales variance (estimated sales versus actual sales)by month. Select the Datasets tab and scroll to the new "Retail Analysis Sample" dataset.Select the Create report icon to open the dataset in report editing view.2.From the Fields pane, select Sales Total Sales Variance. Convert the chart to a Waterfall. IfTotal Sales Variance isn't in the Y Axis area, drag it there.Analyzing and Visualizing Data with Power BI @ Peter Lo 201835

Tutorial 13.Select Time FiscalMonth to add it to the Category well.4.Sort the waterfall chart chronologically. From the top-right corner of the chart, select theellipses (.) and choose FiscalMonth.Analyzing and Visualizing Data with Power BI @ Peter Lo 201836

Tutorial 15.Dig in a little more to see what's contributing most to the changes month to month. Drag Store Territory to the Breakdown bucket.6.By default, Power BI adds the top 5 contributors to increases or decreases by month. But we'reonly interested in the top 2 contributors. In the Formatting pane, select Breakdown and setMaximum to 2.7.A quick review reveals that the territories of Ohio and Pennsylvania are the biggestcontributors to movement, negative and positive, in our waterfall chart.Analyzing and Visualizing Data with Power BI @ Peter Lo 201837

Tutorial 18.This is an interesting finding. Do Ohio and Pennsylvania have such a significant impactbecause sales in these 2 territories are much higher than the other territories? We can checkthat. Create a map that looks at this year sales value and last year sales by territory. Our mapsupports our theory. It shows that these 2 territories had the highest value of sales last year(bubble size) and this year (bubble shading).7.2 Treemaps7.2.1 OverviewTreemaps display hierarchical data as a set of nested rectangles. Each level of the hierarchy isrepresented by a colored rectangle (often called a "branch") containing other rectangles ("leaves").The space inside each rectangle is allocated based on the value being measured. And the rectanglesare arranged in size from top left (largest) to bottom right (smallest).For example, if I'm analyzing my sales, I might have top-level rectangles, also called branches, forthe clothing categories: Urban, Rural, Youth, and Mix. My category rectangles would be split intosmaller rectangles, also called leaves, for the clothing manufacturers within that category. And thesesmaller rectangles would be sized and shaded based on the number sold.7.2.1.1 ExampleAnalyzing and Visualizing Data with Power BI @ Peter Lo 201838

Tutorial 1In the Urban branch above, lots of Maximus clothing was sold, less Natura and Fama, and few Leo.So, the Urban branch of my Treemap would have: the largest rectangle for Maximus in the top left corner slightly smaller rectangles for Natura and Fama lots of other rectangles for all the other clothing sold, and a tiny rectangle for Leo.And I could compare the number of items sold across the other clothing categories by comparingthe size and shading of each leaf node; larger and darker rectangles mean higher value.7.2.2 When to use a TreemapTreemaps are a great choice: to display large amounts of hierarchical data.when a bar chart can't effectively handle the large number of values.to show the proportions between each part and the whole.to show the pattern of the distribution of the measure across each level of categories in thehierarchy.to show attributes using size and color coding.to spot patterns, outliers, most-important contributors, and exceptions.7.2.3 Create a Basic Treemap1.In “Retail Analysis Sample”, creating visualizations in a report requires edit permissions tothe dataset and report. Select the Total stores tile to open the Retail Analysis sample report.Open Editing View and select the Sales Last Years Sales measure.Analyzing and Visualizing Data with Power BI @ Peter Lo 201839

Tutorial 12.Convert the Chart to a Treemap.3.Drag Item Category to the Group well. Power BI creates a treemap where the size of therectangles is based on total sales and the color represents the category. In essence you'vecreated a hierarchy that visually describes the relative size of total sales by category. The Men'scategory has the highest sales and the Hosiery category has the lowest.Analyzing and Visualizing Data with Power BI @ Peter Lo 201840

Tutorial 14.Drag Store Chain to the Details well to complete your treemap. You can now compare lastyear's sales by category and chain.5.Hover over a Chain area to reveal the tooltip for that portion of the Category. For example,hovering over Fashions Direct in the 090-Home rectangle reveals the tooltip for FashionDirect's portion of the Home category.7.3 Report Filter7.3.1 Editing View vs. Reading ViewThere are two modes for interacting with reports: Reading View and Editing View. And the filteringcapabilities available to you depend on which mode you're in. In Editing View, you can add report, page, and visual filters. When you save the report, thefilters are saved with it. People looking at the report in Reading View can interact with thefilters you've added. In Reading View, you can interact with any report, drillthrough, page, and visual filters thatalready exist in the report, but you cannot add new filters. However, the changes you make inthe Filters pane are saved with the report -- even if you view the report in a mobile app andeven if you leave the report and return to it later.Analyzing and Visualizing Data with Power BI @ Peter Lo 201841

Tutorial 17.3.2 Available Filters in Power BI Filters PaneWhether you're using Desktop or Power BI service, the Filters pane displays along the right side ofthe report canvas. If you don't see the Filters pane, select the " " icon from the upper-right corner toexpand it. There are four types of filters. page filter applies to all the visuals on the report page visual filter applies to a single visual on a report page drillthrough filter applies to a single entity in a report report filter applies to all pages in the reportAnalyzing and Visualizing Data with Power BI @ Peter Lo 201842

Tutorial 1 Analyzing and Visualizing Data with Power BI @ Peter Lo 2018 17 2.3 Q&A Virtual Analyst 2.3.1 Install Opportunity Analysis Sample 1. Open the Power BI service in your browser