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Data Visualisation

Power BI: Dashboard In A Day – Jan 2020

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FTS Data and AI kicked off 2020 the right way by hosting another Power BI: Dashboard In A Day (DIAD) event in January. With more events scheduled in the coming months, this post recaps the January event, the feedback we got and what you can expect from the next DIAD event.

What Is It?

As previously mentioned, DIAD is a free one-day course designed by Microsoft to help analysts explore the full capabilities of Power BI. Attendees learn about Power BI in detail, follow a step-by-step lab manual, attempt 2 real-world practical examples and receive expert guidance from a team of experienced instructors. Through self-paced learning, attendees can properly develop their skills in Power BI and create a business-ready dashboard in a matter of hours. No matter what their capabilities are, the workshop is designed to be accessible to everyone in attendance.

“Great presentation, great content and very useful hands-on labs. I would definitely recommend this.”

The January event this year was loaded with attendees from a diverse range of industries and roles. From business analysts to IT managers (with a few engineers and accountants in the mix), DIAD was a hit for all those in attendance looking to sharpen their Power BI skills. From the FTS perspective, this was the ideal audience – a healthy cross section of the modern BI reporting landscape eager to see what Power BI is capable of. The benefit of DIAD is that it can help anyone at any stage of their BI reporting journey, and this was no more evident here with the variety of attendees.

“The content was really easy to follow and I learned a lot. The presenters were excellent and know their stuff.”

From the feedback we collected, the most valuable part of DIAD is the bring-your-own-data session. This is a unique session dedicated to helping attendees solve their individual reporting problems. The FTS team were on hand to deliver one-on-one advice with every participant, with questions ranging from a technical perspective to more opinion-seeking advice. This is the best part of DIAD, and what makes this event like no other. The consulting team love a challenge, and helping the audience get the results they want is an extremely rewarding experience.

“[I liked] that we have the ability to bring our own data to build our own dashboard… Thanks FTS.”

Another unique benefit of DIAD is the showcase session. During the lunch break, attendees are invited to eat while the FTS team showcase some real-world Power BI examples. The audience gets an inside look at how we understand reporting problems and how we use Power BI to solve them. Learning about the functionality of Power BI is one thing, but seeing how it is applied is where you truly realise the benefits.

“All the coordinators were enthusiastic to resolve and address questions.”

Why Should I Go?

DIAD is an event like no other. Designed by Microsoft and delivered by professionals, DIAD empowers attendees with the skills and best practices needed to develop successful Power BI reporting solutions. Based on the overwhelming positive feedback from attendees, these events have been instrumental in getting Power BI quickly adopted in several organisations.

If you want to know more about Power BI: Dashboard In A Day events, please contact us for more information or check out our events page below for upcoming sessions.

Power BI Dynamic Visual Titles

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Power BI Dynamic Measures & Dimensions  – Part 2 Dynamic Visual Titles

In Part 1 we saw how we can take our Power BI Reports to the next level by making them fully interactive, incorporating dynamic measures & dimensions. In part 2 we will tie it all together with Power BI Dynamic Visual Titles. In combination with Part 1’s Dynamic Measures & Dimensions, this concept greatly enhances the end user experience as they can monitor/analyse multiple measures and dimensions in a single report page at the click of a button.

Using the same financial dataset from Part 1, we will create 2 types of dynamic visual titles. One using a combination of the Selected Measure and Selected Time data attributes we created in Part 1 with some free text and the second will be a combination Selected Measure, Selected Time, free text and the selected filter from another visual.

In the Donut chart visual below, we have selected the ‘Revenue’ measure (using Selected Measure) and the ‘MTD’ period (using Selected Time) from our Chiclet Slicers and we can see these are reflected in our Donut charts title.

When we change our selection using the Chiclet Slicer, the Donut charts title updates to reflect our new selections as seen below.

How to

This is achieved by creating measures for each of your visual titles, and again utilising the SELECTEDVALUE DAX function we used in Part 1.

Let’s start by creating the measure, called ‘Title-Donut-Region’, that we’ll use for the Donut chart title by using the syntax below which joins (concatenates) the Selected Measure, Selected Time & the string “ by Region”.

With the measure created we then add it to the Donut Visual by going to the Format options within the Visualisations pane and click on fx as seen below.

The following window will pop-up and we select ‘Format by Field value’ and then select our ‘Title-Donut-Region’ measure, click OK.

We can also extend this concept further by adding fields used in other visuals to our visual title measures, in this example, the ‘Region’ field used in our Donut chart visual. Below we have a Clustered bar chart visual showing our Selected Measure, Selected Time data attributes by Country.

In the ‘Title-Bar-Country’ measure as seen below, we have added the Region field (called ‘Group’ in our Data Model)

 

Now when we select a Region from our Donut chart visual, the Clustered bar chart visual by Country updates to show the Countries in that Region and our Clustered bar chart title also updates as seen below.

Power BI Dynamic Visual

As you can see, Power BI Dynamic Visual Titles ties in together nicely with the Dynamic Measures & Dimensions and can greatly enhance the end users experience.

Summary

If you’d like to take your Power BI Reports and Dashboards to the next level and need help, please contact us to discuss how we can assist your organisation.

Power BI Dynamic Measures & Dimensions

By | Data Visualisation | One Comment

Power BI Dynamic Measures & Dimensions – Part 1

A great way to take your Power BI Reports to the next level is by making them fully interactive by incorporating PowerBI dynamic measures & dimensions. With this clever use of DAX, it’s possible to slice your data the way you want without leaving the dashboard screen.

In this 2-part series we’ll look at creating dynamic measures & dimensions within your PowerBI reports in part 1 and then continuing that into visual titles in part 2.

Using this concept greatly enhances the end user experience as they can monitor/analyse multiple measures and dimensions in a single report page at the click of a button making this a highly desirable solution.

In the PowerBI report example below, we have a financial dataset which includes revenue, expenses & taxes and from these we can calculate profit. We have created 1 set of measures for profit, revenue, expenses & taxes and 1 dimension for the time periods Fiscal Year to Date (FYTD), Quarter to Date (QTD) and Month to Date (MTD).

This will allow end users to view, as seen in the examples below, Profit by FYTD or QTD or MTD as well as the variances to the previous FYTD or QTD or MTD and all the visuals and visual titles will update when a different measure or time period is selected.

Profit FYTD

Profit QTD

Profit MTD

How to

There are quite a few steps involved to get this concept up & running but the benefits to your report consumers will be well worth the effort.

  1. Create the base measure for Profit, then create the Time Intelligence measures for the current periods, Profit FYTD, Profit QTD & Profit MTD and then create the measures for the previous periods, Profit PFYTD, Profit PQ QTD, Profit PM MTD and repeat this process for Revenue, Expenses & Taxes.

  1. Create 2 new tables, one for measure selection, this allows end users to select from Profit, Revenue, Expenses & Taxes measures, and one for time selection, this allows end users to select from FTYD, QTD & MTD time periods.

Dynamic Measures table

 PowerBI Dynamic Measures Table

Dynamic Dimensions table

  1. Create the base measure for the Measure Selection and Time Selection These 2 measures utilise the SELECTEDVALUE DAX function, becoming the foundation for the dynamic measures we create for the visuals within the report page.

Below is the Time Selected measure.

 

  1. Next we create the Selection 1 and Selection 2 These 2 measures utilise the SWITCH DAX function. Selection 1 is for the current period measures FYTD, QTD & MTD and Selection 2 is for the previous period measures PY FYTD, PQ QTD and PM MTD. Below is the Selection 1 measure.

PowerBI Dynamic Measures DAX

 

  1. Finally, we create the variance measures between Selection 1 & Selection 2 allowing us the show the variances by $ value and % value between the selected time periods i.e. variance between FYTD and PY FYTD as seen below.

 

Bringing it all together

Using your preferred slicer, in this example the Chiclet Slicer (available via the PowerBI Marketplace), we create 2 slicers, one for the Selected Measure and one for Selected Time. These slicers allow your report consumers to dynamically change measures & time periods within the report page.

Below is the Selected Measure Chiclet Slicer.

PowerBI Dynamic Measures Slicers

With all the setup now complete, we create the visuals for the report page using either or both the Selection 1 and Selection 2 measures and you’re done!

Summary

If you’d like to take your PowerBI Reports and Dashboards to the next level and need help, please contact us to discuss how we can assist your organisation.

Power BI: Dashboard In A Day

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Power BI: Dashboard In A Day

Over the past few weeks, FTS Data & AI have had the privilege of hosting multiple Microsoft-sponsored Power BI: Dashboard In A Day (DIAD) events across Sydney. As a Microsoft Gold Partner for Data Analytics, the team presented over 3 days’ worth of content to a combined audience of over 100 business analysts, report developers and data professionals. Handpicked to present at Microsoft’s headquarters in North Ryde, we were able to deliver events that were both informative and beneficial for all those in attendance. For those who are curious and could not attend, this blog post covers what a DIAD event is, and why you should register to attend the next one.

L-R: Alex Gorbunov, Matthew Oen, Swetha Pakki, Sahan Vaz Goonawardhane, Ajit Ananthram

What Is It?

DIAD is a free one-day course designed by Microsoft to help analysts explore the full capabilities of Power BI. Attendees learn about Power BI in detail, follow a step-by-step lab manual, attempt 2 real-world practical examples and receive expert guidance from a team of experienced instructors. Through self-paced learning, attendees can properly develop their skills in Power BI and create a business-ready dashboard in a matter of hours.

Most importantly though, a large section of the day is devoted to providing attendees with the opportunity to develop Power BI reporting from their own datasets. This is where attendees get the most value, as they can ask questions and get assistance from experienced consultants regarding their own business’s reporting projects. The FTS Data & AI team were able to lend a hand and provide tailored advice to a vast number of businesses at various stages of their Power BI reporting journey.

Presenting to a large audience at Microsoft HQ

When Is It?

DIAD events occur throughout the year. Depending on your location, you can find dates for upcoming events by contacting us.

Attendees work on real-world practical examples

Where Is It?

DIAD events are held across the country. The Sydney events this year were held at the Microsoft head office in North Ryde. Here at the Microsoft HQ, attendees were able to fully engage with the technology, and see first-hand what Power BI and other Microsoft products are capable of, and how they could be used in their business.

See the full and latest capabilities of Power BI

How Much Will It Cost?

DIAD events run for 8 hours and are FREE. Make sure you register your interest early to ensure that you reserve a seat, as spots are limited at each event. Lunch and refreshments are also complimentary and provided throughout the day.

Learn how Power BI can be implemented at your organisation

Each attendee receives expert advice

Why Should I Go?

DIAD is an event like no other. Designed by Microsoft and delivered by professionals, DIAD empowers attendees with the skills and best practices needed to develop successful Power BI reporting solutions. Based on the overwhelming positive feedback from attendees, these events have been instrumental in getting Power BI quickly adopted in several organisations.

The opportunity to receive tailored advice from professional Power BI consultants means that you can accelerate the implementation of Power BI at your business, and be confident that you have the capability to develop powerful reporting solutions at your organisation well into the future.

See how other organisations have successfully adopted Power BI

 

If you want to know more about Dashboard In A Day events, please contact us for more information.

PowerBI Tooltip

PowerBI Tooltips

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PowerBI Tooltips enhance your reports

A great way to take your Power BI Reports to the next level is by using PowerBI Tooltips. Report Page ToolTips (RPT). RPT’s allow you to enhance your reports by giving your end users more information without taking up any real estate, cluttering the report canvas.

In the example below, we have a donut chart showing Revenue FYTD by Region. One great way to enhance visual this is to add a RPT showing the Top 5 Stores for each Region as your end users hover over the donut chart.

PowerBI Tooltips

Target visual for PowerBI Tooltips

 

In the example below we’ve hovered over the ‘North America’ Region and the RPT shows us the Top 5 Stores by Revenue FYTD for that Region.

PowerBI Tooltips

Tooltips in Action

 

When we hover over the different Regions the RPT changes to show the Top 5 Stores for that Region.

PowerBI Tooltips

PowerBI Tooltips Changing context

 

As well as the RPT, we have setup a drill through on this donut chart and can still perform this action by right clicking and selecting the drillthrough option as shown below.

PowerBI Tooltips

Drilling through for more detail

 

In our second example, we demonstrate that RPTs can also be used on bar charts. This bar chart shows Revenue FYTD by Country and when you hover over a Country the RPT shows the Revenue FYTD by month for that Country. These also change as you hover over the different Countries.

PowerBI Tooltips

PowerBI Tooltips on a different visual

 

NB: This report also has dynamic measures and visual titles which we will cover in upcoming blogs.

How to create PowerBI Tooltips

In only a few steps you can create PowerBI Tooltips (RPT’s) in your reports, so let’s go through those steps now.

  1. Add a page in your report and in the Visualizations tab, set the Page Information tooltip slider to On and give it a name. In this example we’ve named it TT – Country FYTD
PowerBI Tooltips

Enabling PowerBI Tooltips

 

  1. Create a visual or visuals, below we have a line chart and 2 card visuals for our RPT, within the report canvas as normal and size the page appropriately. In the Visualizations tab you can set the page size to the default Tooltip or customise the size to get the best fit for your chosen RPT visual.
PowerBI Tooltips

Defining PowerBI Tooltips size

 

  1. Once you’ve finished creating the tooltip visual, hide the page by right clicking on the page name.
PowerBI Tooltips

Hiding the PowerBI Tooltips page

 

  1. On the report page, select the visual the RPT will appear on and go to the Tooltip settings in the Visualizations tab, set the Tooltip slider to On, the Type to Report page and select the tooltip visual you created, in our example it’s TT – Country FYTD
PowerBI Tooltips

Linking the PowerBI Tooltips to a visual

 

And you’re done! It’s as simple as that.

In upcoming blogs we’ll go through some more advanced concepts, dynamic measures/attributes as well as dynamic visual titles so stay tuned for that.

If you’d like to take your Power BI Reports and Dashboards to the next level and need help, please contact us to discuss how we can assist your organisation.