Power BI and DAX Visualization Options

Visualization Options In Power BI

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I’m going to discuss some visualization options available in Power BI that can make a huge difference to your presentation even if you’re not creatively inclined when it comes to making PowerPoint dashboards or reports.

You can produce really good insights by combining the model that you have with DAX measures.

We’ve already created a few initial calculations and now we’ll start visualizing things. We want to create some valuable insights based on what we have created.

Creating A Sales Report Using Visualizations

In the Insert tab, there’s a whole range of things that you can utilize in your reports.

Visualization Options in Power BI

I’m going to start by creating a title called Sales Performance. I can change things like the font and font size with this bar.

Visualization Options in Power BI

For the visualizations, I’m going to use the Visualization pane here.

Visualization Options in Power BI

These are the inbuilt visualizations that Power BI has. It has pie charts, donut charts, stacked column charts, etc. which you’ve already used in Excel and other presentations.

You can combine all of these to present your necessary data in your reports.

I’ll start off with a donut chart.

Visualization Options in Power BI

Usually, you can drag in columns or measures into the report, but I like to use this pane below.

Visualization Options in Power BI

Here, I can simply place the measures into the right fields.

So I’m going to select Locations and drag Name to the Legend field.

And then I’m going to grab my Total Sales and place it in the Values field.

Visualization Options in Power BI

Initially, the resulting chart has too much information.

Visualization Options in Power BI

So I need to adjust the data fields.

I’ll replace Name with County here.

Visualization Options in Power BI

And then I can change the formatting. All the formatting of the visualizations is done within the Format section.

Visualization Options in Power BI

Here, you can change anything on a visualization like title, data colors, etc.

Now I’m going to turn off the legend.

Then I’ll select Category, data value in the detail labels.

Visualization Options in Power BI

So now I have a summary of the key counties in my data set.

Visualization Options in Power BI

To me, it still looks busy but that’s okay. There are four counties that make up 50% of the data which makes it a reasonable visual.

I used County instead of Name because my aim to present a clean and simple visual. Having too much data makes it cluttered and complicated.

Duplicating And Formatting Similar Visualizations

Next, I’m going to make a visualization of my customers.

I’ll add Customer Name and Total Sales in the Values then turn it into a stacked bar chart.

Visualization Options in Power BI

This is the outcome of the data.

Visualization Options in Power BI

You’ll notice that the title and axes get created automatically. They’re from the data that you added in the fields section.

Now, I’m going to copy and paste the chart.

Visualization Options in Power BI

And then substitute Product Name in the copied chart.

Visualization Options in Power BI

You can also format them at the same time by holding down the Ctrl key and collect both visuals.

Visualization Options in Power BI

Then turn on data labels and disable the x-axis.

I’ll also disable the y-axis. Since I have the details from the data labels and the title, I don’t need it anymore.

Visualization Options in Power BI

Then I’ll change the color of the duplicated chart.

Now I have two differentiated charts of similar visuals.

Visualization Options in Power BI

This is a quick way to generate visualizations by just a quick copy-and-paste.

Creating A Map Of Profits

Next, I’m going to create a map. And I’m going to utilize Total Profits.

Visualization Options in Power BI

In my locations data set, I have Latitude and Longitude.

Visualization Options in Power BI

With these latitudes and longitudes, you want to label them as a certain data category, like an axis or representation. So, I’ll select Latitude as Latitude and Longitude as Longitude in the Data Category.

Then bring them to their corresponding fields.

Visualization Options in Power BI

The title automatically created isn’t the most ideal so I’m going to change it into a simpler one. I’ll name it Total Profits by Store Location.

Visualization Options in Power BI

Now I have my California profits from different regions in the area.

Visualization Options in Power BI

Creating A Sales Visualization

Next, I’m going to use Date for a new visualization and get rid of its hierarchy.

I’m going to place Total Sales in the Values and turn it into a stacked column chart.

Visualization Options in Power BI

And I’ll remove the axes’ titles.

Visualization Options in Power BI

Now I have a new visualization for my sales.

Visualization Options in Power BI

Creating A Slicer As A Filter

We currently don’t have any filters for our data, so I’m going to make a slicer out of Year.

In the General pane, I’ll change the orientation to horizontal and disable responsive.

Visualization Options in Power BI

Then I’m going to get rid of the slicer header and change the background to a lighter gray.

Now we can start filtering the other visualizations by date.

Visualization Options in Power BI

Making Key Figures Using Cards

To finish things off, I’m going to place some key figures. To do that, I’m going to take Total Sales and turn it into a card.

Then I’ll copy the card five times.

Visualization Options in Power BI

Then I’ll put Total Profits, Quantity Sold, Total Transactions, and Profit Margin in each duplicated card.

When clicking through the data, the numbers go from millions to thousands.

Visualization Options in Power BI

To remedy this, I’ll go to data label and select Millions. This will make the numbers more uniform.

Now we have different key figures to supplement our data.

Visualization Options in Power BI

Editing Interactions Within Visualization Options

When selecting a county, you’ll observe that the way the charts are interacting with each other is not optimal.

Visualization Options in Power BI

This is because the filtering is different. So, I’ll select Edit Interactions.

This will enable me to change the look of the charts in terms of what other visualizations look like.

I can click the small icon on the upper right to edit each visual. And I’ll do the same on every chart.

Visualization Options in Power BI

When I’m finished, you’ll see that the visualizations are more dynamic. Now it’s actually showing each individual selection.

Visualization Options in Power BI

Creating A New Slicer For Quarters

Observe the columns of the date table.

Visualization Options in Power BI

There is a Quarter and Year column yet no Quarter only column.

Visualization Options in Power BI

For example, I want to calculate my sales during a particular quarter in 2018. I could create a calculated column to do that but it’s easier to use the Power Query editor.

Visualization Options in Power BI

It’s a quicker way than having a calculated column. The Power Query editor updates the data in the calculations with the other transformations and doesn’t need any additional calculations.

In the editor, we have the quarter and year here.

Visualization Options in Power BI

To add a column for quarters, I’ll use a feature called Column From Examples.

Visualization Options in Power BI

When you type in something, the editor will automatically work out what you want based on what you typed. When you typed in Q1, it automatically selected these results.

Visualization Options in Power BI

With this new column of quarters, I’m going to select Close and Apply.

Visualization Options in Power BI

Now the column I’ve created in the Power Query editor has translated into the date table.

Visualization Options in Power BI

Going back to the report, I’m going to copy and paste the slicer.

Then substitute the Year with Quarters, our newly created column.

Now I have another slicer to filter the data set by.

Visualization Options in Power BI

Conclusion

We’ve tackled a range of different visualization options in Power BI. You can see that there are unlimited possibilities to do with visualizations. It’s up to your preferences on how you want them to look.

Being able to make your own visualizations will help you improve the looks of your reports. It will help you create compelling insights that can help you greatly.

Best of luck.

Sam.

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*****Related Links*****
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For more visualization options support queries to review see here….

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