Lab 2 - Data Modeling and Exploration

7
Dashboard in a Day – Lab 2

Data Modeling and Exploration
by Power BI Team, Microsoft
Version: 1.31.2021 Copyright 2021 Microsoft 1|Page

Maintained by: Microsoft Corporation
Contents
Lab Prerequisites ............................................................................................................................................. 3
Document Structure ........................................................................................................................................ 4
Power BI Desktop – Data Modeling and Exploration ...................................................................................... 5
Power BI Desktop - Layout........................................................................................................................... 5
Power BI Desktop – Data Exploration.......................................................................................................... 8
Power BI Desktop – Data Exploration Continued ...................................................................................... 25
References ..................................................................................................................................................... 43

Lab Prerequisites
The following prerequisites and setup must be done for successful completion of the lab:
• You must be connected to the internet.

• You must have Microsoft Office installed.
• You must be signed up for Power BI: Go to http://aka.ms/pbidiadtraining and sign up for Power BI
with a business email address. If you cannot sign up for Power BI, let the instructor know. If you
have an existing account, please use the same URL as above to log in.
• You must have, at minimum, a computer with 2-cores and 4GB RAM running Windows 8, Windows
Server 2008 R2, or later.
• If you choose to use Internet Explorer, it will require version 10 or greater. You can also use
Microsoft Edge or Google Chrome.
• You must verify if you have a 32-bit or a 64-bit operating system so you can install 32-bit or 64-bit
applications. To check your operating system type:
o Open Control Panel, click System and Security, and then click System.
o You will be able to identify if your operating system is 32-bit or 64-bit based on System type
as shown below.
• You must download the Power BI Content: Create a folder called DIAD on the C drive of your local
computer. Copy all contents from the folder called Dashboard in a Day Assets to the DIAD folder
you just created (C:\DIAD).
• You must download and install Power BI Desktop using any one of the options listed below:

o If you have Windows 10, use Microsoft App Store to download and install the Power BI
Desktop app.
o Download and install the Microsoft Power BI Desktop from http://www.microsoft.com/en-
us/download/details.aspx?id=45331.
o If you already have the Power BI Desktop installed, ensure you have the latest version of
Power BI downloaded.
• You must download and install the Power BI Mobile App on your mobile device.
o If you are using an Apple product, download and install the Microsoft Power BI Mobile app
from the Apple store or visit this link: https://apps.apple.com/us/app/microsoft-power-
bi/id929738808
o If you are using an Android product, download and install the Microsoft Power BI Mobile
app from the Google Play store or visit this link:
https://play.google.com/store/apps/details?id=com.microsoft.powerbim
Document Structure
This is lab two out of five labs in total. Please continue to use your file after completing Lab 1, if you are
joining the DIAD at this point or were unable to complete Lab 1, please start this lab with the “Lab 1
solution.pbix” file you can find in the Reports folder.
In this lab you will learn how to:

• create a range of different charts.
• highlight and cross-filter.
• create new groups and hierarchies.
• add new measures to the model to do additional analysis.
The lab includes steps for the user to follow along with associated screenshots that provide a visual aid. In
the screenshots, sections are highlighted with red or orange boxes to indicate the area the user needs to
focus on.
Note: This lab uses real, anonymized data provided by ObviEnce, LLC. Visit their site to learn about their
services: www.obvience.com. This data is the property of ObviEnce, LLC and has been shared to
demonstrate Power BI functionality with industry sample data. Any use of this data must include this
attribution to ObviEnce, LLC.

Power BI Desktop – Data Modeling and Exploration
In this section, we will learn about the key parts of the Power BI desktop. We will model and explore the
data and build visuals.
Power BI Desktop - Layout

Let’s start with the main Power BI Desktop window and become familiar with the distinct sections
available.
1. On the top of the window, you see the Home tab where the most common operations you perform are
available.
2. The Insert tab in the ribbon allows you to insert shapes, a text box or new visuals
3. The Modeling tab in the ribbon enables additional data modelling capabilities like adding custom
columns and calculating measures.
4. The View tab has options to format the page layout.
5. The Help tab provides self-help options like guided learning, training videos and links to online
communities, partner showcase and consulting services.
6. On the left side of the window, you have three icons, Report, Data and Model. If you hover over the
icons, you can see the tooltips. Switching between these allows you to see the data and the relationships
between the tables.

7. The center white space is the canvas where you will be creating visuals.
8. The Visualizations panel on the right allows you to select visualizations, add values to the visuals, and
add columns to the axis or filters.
9. The Fields window on the right panel is where you see the list of tables which were generated from the
queries. Click the icon (downward facing triangle) next to a table name to expand the field list for
that table.

10. Click on the Data icon on the left side. Expand the Sales table in the Fields as shown in the figure
above. Scroll up and down to notice how fast you can navigate through over three million rows.
11. Click on the Model icon on the left panel of Power BI Desktop. You see the tables you have imported
along with Relationships. The Power BI Desktop automatically infers relationships between the tables.
• A relationship is created between the Sales and Product tables using the ProductID column.
• A relationship is created between the Product and Manufacturer tables using the ManufacturerID
column.
Power BI supports multiple types of relationships:
• 1 to many
• 1 to 1
• Many to many
In this lab, we will be using the 1 to many type of relationship, the most common type of relationship. This
means one of the tables involved in the relationship should have a unique set of values. We will create
additional relationships later in this lab.
Note: Tables may not appear as shown in the figure. You can zoom in and out of the Relationships page by
dragging the zoom slider in the bottom right corner of the window. Also, if you want to ensure you are

seeing all the tables, use the fit to screen icon: . Drag and move the tables to appear as shown in the
figure:
Power BI Desktop – Data Exploration

Now that we have loaded data, let’s start with analyzing sales by country.
11. Click on the Report icon on the left panel to navigate to the Report view.
12. Click the Clustered column chart visual in Visualizations as shown in the screenshot.

13. From the Fields section, expand the Geography table and then click the checkbox next to the Country
field.
14. From the Fields section, expand the Sales table and then click the checkbox next to the Revenue field.
15. Resize the visual as needed by dragging the edges.
Notice that the revenue of each country is the same. Now we need to create a relationship between the
Sales and Geography tables.

16. Click on the Model icon on the left panel to navigate to the Relationship view.
17. Our sales data is by Zip code, so we need to connect the Zip column from the Sales table with Zip
column in the Geography table. You can do this by dragging the Zip field in the Sales table to connect the
line with the Zip field in the Geography table.
You will notice the Create relationship dialog opens with a warning message at the bottom stating the
relationship has a many-many cardinality. The reason for the warning is that we don’t have unique Zip
values in the Geography table. This is because multiple countries could have the same Zip code. Let’s
concatenate the Zip and Country columns to create a unique value field.
18. Click Cancel in the Create relationship dialog box.
We need to create a new column in both the Geography table and the Sales table that combines the Zip
and Country columns. Let’s start by creating a new column in the Sales table.
20. In the Fields section, click on the ellipse next to the Sales table. Click the New Column as shown in the
figure. You will see a formula bar appear, as shown in the screenshot, to help create this new column.
Version: 1.31.2021 Copyright 2021 Microsoft 10 | P a g e

21. Now we are ready to combine the Zip and Country columns into a new column called ZipCountry,
separated by a comma. To create this column called ZipCountry, type the following calculation in the
editor.
ZipCountry = Sales[Zip] & "," & Sales[Country]

22. Once you are done entering the formula press Enter or click the IMPORTANT!
checkmark on the left side of the formula bar.
If you get an error
You will notice that IntelliSense appears guiding you to choose the correct creating a new column,
column. The language you used to create this new column is called Data make sure your Zip
Analysis Expression (DAX). We are connecting columns (Zip and Country) in column is the Text Data
each row by using the “&” symbol. The icon with an (fx), near the new Type.
column ZipCountry, indicates that you have a column containing an
If you still have
expression, also referred to as a calculated column.
problems, ask!
Note: An alternative way to add a new column is by selecting the table, click Table Tools, click New
Column or Modeling, and then click New Column from the ribbon.
Let us use this method to create a ZipCountry column in the Geography table.
23. From the Fields section, click the Geography table, from the ribbon click Modeling, and then click New
Column as shown in the figure.
24. A formula bar now appears. Enter the following DAX expression in the formula bar:
ZipCountry = Geography[Zip] & "," & Geography[Country]

You will see a new column, ZipCountry, in the Geography table. The final step is to set up the relationship
between the two tables using the newly created ZipCountry columns in each of these tables.
25. Click on the Model icon on the left panel to navigate to the Relationship view.
26. Drag the ZipCountry field from the Sales table and connect it to the ZipCountry field in the Geography
table.
Now we have successfully created a relationship. The number “1” next to Geography indicates it is on the
one side of the relationship and the “*” next to Sales indicates it is on the many side of the relationship.

Notice the clustered column chart that we created earlier. It shows different sales for each country or
region. USA has the most sales, followed by Australia and Japan. By default, the chart is sorted by
Revenue.
28. Click on the ellipse on the top right corner of the visual (alternatively, the ellipse may be at the bottom
of the chart). Notice there is an option to Sort by Country as well.
29. From the Fields section, expand the Manufacturer table, and then drag the Manufacturer column to
the Legend section under Visualizations.
30. While you have your chart selected, click the Clustered column chart from the Visualizations section,
and then click the Stacked column chart visual.
31. Resize the visual as needed.

Now we can see the top manufacturers by country.
Now let’s try different visuals to see which chart represents the data the best.
32. Begin with the Stacked column chart selected.
33. In the Filters pane, expand Manufacturer.

34. From the Filter Type dropdown menu, click Top N.
35. Enter 5 in the text box next to Top.
36. From the Sales table, drag and drop the Revenue field into the By value section.
37. Click on Apply filter.

Notice that the visual is filtered to display the top five manufacturers by Revenue. We see that the
manufacturer VanArsdel has a higher percentage of sales in Australia compared to other countries or
regions.
We can now add total labels to the stacked visuals
38. Click on the paint roller icon
39. Click Total labels to On

Let’s remove the total labels
40. Click Total labels to the Off position
We are interested in the top five competitors by revenue. Let’s group them so we don’t have to add a
filter to every visual. Before we do that, we’ll remove the Top 5 visual level filter.
41. Begin with Clustered column chart selected.
42. Hover over and click the Clear filter icon (erase) next to Manufacturer field in the Filters Pane.
43. From the Fields section, right-click on the Manufacturer field name from Manufacturer table. Note:
do not check the checkbox.
44. Click New Group.
45. In the Ungrouped values section, using Ctrl key, click Aliqui, Currus, Natura, and Pirum.
46. Click the Group button. Notice a new group is added in the Groups and members section.
47. Double-click the newly created group and rename it Top Competitors.
48. Click VanArsdel from the Ungrouped values section and click the Group button to create the
VanArsdel group.
49. Click the checkbox Include Other group. This will create another Other group that includes all the
other manufacturers.
50. Click OK to close the Groups dialog.

51. With the Stacked column chart selected, click on the X next to Manufacturer in the Legend section.
This will remove the Manufacturer.
52. From the Fields section, drag the newly created Manufacturer (groups) to the Legend section. Now
we can see that VanArsdel has nearly 50% share in Australia.
53. Hover over one of the columns and right-click.

54. Click Show as a table. You will now be in Focus mode with the chart displayed on top and the data
displayed below. Notice that VanArsdel has a large percent of the Australian market.
55. Use the icon in the top right corner to switch to the vertical layout. In this layout, you view the chart
on the left panel and the data on the right panel.
56. Click Back to Report to go back to the Report canvas.

Note: You can use similar steps to Show data point as a table to see records for a specific data point.
Now let’s create a Revenue by Manufacturer visual.

57. Click on the white space in the canvas. From the Fields section, click the checkbox next to the Revenue
field in the Sales table.
58. From the Fields section, click the checkbox next to the Manufacturer field in the Manufacturer table.
59. From the Visualizations section, click the Treemap visual.

We now have Revenue by Manufacturer. Now let’s turn our attention to the interaction between the
Stacked column chart and the Treemap visuals.
60. In the Treemap, click VanArsdel and notice that the Stacked column chart is filtered. This confirms
that VanArsdel has a large percentage of the Australian market.
61. To remove the filter, click VanArsdel again.

This interaction between visuals is called cross-filtering.
Previously, we added a Top 5 Visual level filter. Now let’s add a filter to the Page level, so we are working
with the Top Competitors and VanArsdel and filter out the other manufacturers.
Page-level filters apply to all visuals on the page. Visual-level filters apply only to a visual. Ensure the
Filters pane is expanded/open.
62. From the Fields section, drag Manufacturer (groups) from the Manufacturer table to the Filters on
this page box in the Filters Pane.
63. Click Top Competitors and VanArsdel.

Now, let’s add a visual that provides sales information over time
64. Begin by clicking on the white space in the canvas.
65. Click the checkbox next to the Date field in the Sales table. Notice that a Date Hierarchy is created.
66. Click the checkbox next to the Revenue in the Sales table field. Notice that a Clustered column chart is
created. Also notice in the Axis section, a date hierarchy is created. There are arrows on the top bar of the
chart which are used to navigate through the hierarchy.

67. Click on the Australia column in the Revenue by Country visual.
68. With the Revenue by Country visual selected, from the ribbon click on Format, and then click Edit
Interactions. Notice on the top right of the other two visuals new icons with the highlight icon selected.
69. Click the filter icon for both visuals.
Notice now in both Revenue by Year and Revenue by Manufacturer, data is filtered for Australia
70. Now click the Revenue by Year visual.
71. Next, click the filter icon on the other two visuals.

72. Similarly, click on the Revenue by Manufacturer visual and click the filter icon on the other two
visuals. Once you are done, all the visuals should be in filter mode.
73. With the Revenue by Manufacturer visual selected, from the ribbon click Format then Edit
Interactions to remove the icons.
74. Click on VanArsdel in the Revenue by Manufaturer visual
Note: If your screen doesn’t look like the one below please edit your interactions.
We have already noticed that VanArsdel has a large share of the market in Australia. Let’s see how
VanArsdel has done over time in Australia.
75. Click on the Revenue by Country and Manufacturer (groups) chart and remove Manufacturer
(groups) from the legend.
76. Click on VanArsdel in the Revenue by Manufacturer visual.
77. Ctrl+Click the Australia column in the Revenue by Country visual.
Now we have filtered the charts by both VanArsdel and Australia. Looking at the results, we can see a
spike in 2020 sales for VanArsdel in Australia. This spike in sales is intriguing, so let’s investigate further.
78. Click the down arrow on the top of the Revenue by Year visual. This enables drill-down capability.

79. Click the 2020 column in the Revenue by Year visual.
Notice that you have drilled down to the quarter level of 2020. There was a big spike in the fourth quarter.
Let’s dig further.
80. Click on the double arrow icon on the top of the Revenue by Year visual. This drills down to the next
level of the hierarchy, which is the month.
81. Click on the up-arrow icon on the top of the Revenue by Year visual to drill up to the Quarter level.
82. Click on the drill up icon again to go up to the Year level
83. Click on the split arrow icon on the top right of the Revenue by Year visual. This expands down to the
next level of the hierarchy, which is quarters for all the years.
Notice that the fourth-quarter sales have always been high, but in 2020 there was a larger sales spike in
the fourth quarter than usual.

84. Now let’s expand down to the month level. Click on the split arrow icon on the top right of the
Revenue by Year visual. This expands down to the next level of the hierarchy, which is months for all the
years.
There is a lot of information in the visual and we must scroll left and right to compare.
Power BI Desktop – Data Exploration Continued
Now that we’ve explored the data, let’s add a slicer so we can filter by the manufacturers.
85. Click on the white space in the canvas. From the Fields section, click the checkbox next to the
Manufacturer field in the Manufacturer table.
86. From the Visualizations section, click on the Slicer visual.
87. Here you will see a list of Manufacturers. Click VanArsdel and notice that all the visuals are filtered
based on your selection.
88. Hover over the top right corner of the visual and click on the down arrow. Notice you have the option
to change the slicer from a list to a dropdown.
89. Click Dropdown.
90. Click VanArsdel from the dropdown.

91. Confirm Top Competitors and VanArsdel are selected in the Manufacturer (groups) filter in the Filters
pane.
92. In the drop down filter select VanArsdel
Note that there is a box for Filters on all pages in the Filters pane. If you have duplicate pages, this is how
you sync a filter for the whole file.
Now let’s use the Manufacturer slicer to analyze one manufacturer at a time.
93. Begin by clicking on the Revenue by Manufacturer Treemap visual.
94. From the Visualizations section, click on the Card visual.
The card visual gives us the Revenue as we filter and cross-filter the visuals.
Notice that all key dimensions are in their table with related attributes, except the date. For example,
Product attributes are in the Product table. Now let’s create a Date table.

95. Navigate to the Data view by clicking on the Data icon in the left panel.
96. From the ribbon, click on Table Tools, then click on New Table.
Notice that a new table is created in the Fields section on the right and that the formula bar opens.
97. Enter Date =CALENDAR (DATE(2012,1,1), DATE(2020,12,31)) in the formula bar and click on the
checkmark. A Date table with a Date column is created.
We are using two DAX functions: the CALENDAR function, which takes the start and end data, and the
DATE function, which takes the year, month, and date Fields.
For this lab, we will create Dates from 2012 to 2020, since we have data for those years. We can also add
more Fields, like Year, Month, Week, etc., to this table by using DAX functions.
Notice that the Date field is of the type Date/Time. Let’s change it to the Date data type.
98. Click on the Date field in the Date table.
99. From the ribbon, click Column Tools, click Data type, and then click Date.
Next, we need to create a relationship between the newly created Date table and the Sales table.
100. From the ribbon, click Column Tools, and then click Manage Relationships.
101. A Manage Relationships dialog box opens. Click the New button.

102. A Create Relationship dialog box opens. Click Date from the top dropdown menu.
103. Click Sales from the second dropdown menu.
104. Highlight the Date Field in both tables.
105. Click OK to close the Create relationship dialog box.
106. Click Close to close the Manage relationships dialog box.

107. Navigate to the Report view by clicking on the Report icon in the left panel.
Notice that the Revenue by Date chart looks different. Let’s fix it.
108. Click the Revenue by Date visual.
109. From the Axis, click on the “X” to remove the Date field.

110. From the Fields section, expand the Date table.
111. Now drag the Date field to the Axis section.
Notice that the new Date field behavior is like it was previously.
Since there are now two Date Fields, it may be confusing to know which one to use. To accommodate this,
let’s hide the Date field in the Sales table.
112. From the Fields section, click on the ellipse next to the Date field in the Sales table.
113. Click Hide to hide the Date field in the reports view. We have the option to view hidden fields and
unhide fields as needed.

114. In the same way, hide Country, ProductID, Zip, and ZipCountry in the Sales
table as well.
115. Now hide ZipCountry from the Geography table.
116. Hide ManufacturerID from Manufacturer table.
117. Hide ProductID and ManufacturerID from Product table.
Tip: It is a best practice to hide unused Fields in reports.
Now let’s get back to our data story, Australia, VanArsdel and 2019. Let’s check if
the spike occurred in a specific region in Australia.
118. Click the Revenue by Country visual.

119. From the Fields section, drag the State field from the Geography table to below the Country field in
the Axis section.
120. Drag the District field to below the State field in the Axis section.
We have just created a hierarchy.
121. Make sure that VanArsdel is selected in the Manufacturer slicer.

122. Enable Drill mode by clicking the down arrow of the Revenue by Country visual.

123. Click Australia to drill down to the State level.
124. From the Revenue by Year visual click 2020 and notice what happens to the Revenue by Country and
the State visual.
125. Now, Drill up to the country level.
126. Disable drill mode by clicking the down arrow again.
Now let’s analyze the data by product. We’ll start by creating a product hierarchy.
127. From the Fields section, click on the ellipse next to the Category field in the Product table.
128. Click New Hierarchy.
Notice that a new field called Category Hierarchy is created in the Product table.

129. Double-click Category Hierarchy and rename it to Product Hierarchy.
130. Click the ellipse next to Segment.

131. Click Add to Hierarchy, and then click Product Hierarchy.
132. Click the ellipse next to Product.

133. Click Add to Hierarchy, and then click Product Hierarchy.
We have now created a Product Hierarchy with the priority of Category, Segment, and then Product.
134. Click on the white space in the canvas. From the Visualizations section, click Clustered bar chart.

135. From the Fields section, expand the Product table.
136. Click the checkbox next to the Product Hierarchy. Notice the complete hierarchy is selected.
137. From the Fields section, expand the Sales table.
138. Click the checkbox next to the Revenue field.
139. Ensure Australia and 2019 are selected.
140. Let’s edit interactions for the new chart.
141. Click the Format tab and click edit interations
142. Click on the Revenue by Country visual and change the Revenue by Country visual to filter
143. Do the same thing with the Revenue by Year visual, change the interaction of the Revenue by
Category to filter
144. We also need to change the interactions of the other charts. Click on the Revenue by Category visual
and change the Revenue by Year visual to a filter action.
145. Click the filter interaction on the Revenue by Country visual as well
146. Click the format tab and click Edit interactions to turn it off
147. Let’s get back to the Revenue by Category visual

148. Enable drill-down mode in the Revenue by Category chart by clicking on the down arrow.
149. Click on Urban.

150. In the Revenue by Country visual, drill up to Country level Australia and disable drill down

151. Click Australia in the Revenue by Country visual
152. Ctrl+Click 2020 from the Revenue by Year visual. Notice that the sales in the Extreme category are
higher than the Convenience and Moderation segments.
Let’s investigate further…

153. Click the down arrow at the top of Revenue by Country visual to enable the drill model.
154. Click Australia to drill down to the State level.

155. Click 2020 in the Revenue by Year visual.
156. Ctrl+Click the Extreme Segment in the Revenue by Category and Segment visual.
Notice that there is no significant spike by State.
157. Click Extreme again to remove cross-filtering between the visuals.
158. Drill up to the Category level in the Revenue by Category visual.
159. Disable drill mode by clicking the down arrow again.
160. Drill up to Country in the Revenue by Country and State visual
161. Disable drill mode in the Revenue by Country visual
Now let’s add a Matrix visual so we can view the data in rows and columns. We can apply conditional
formatting to the matrix visual to highlight the outliers.
162. Click on the Revenue by Category clustered bar chart and change it to a Matrix visual.

163. Click the + (plus sign) next to the Urban row to drill down.
Let’s add a percent of the total field. This will give us a better perspective.
164. Navigate away from the Format section to the Fields pane.
165. From the Fields section, drag the Revenue field from the Sales table to below the existing Revenue
field in the Values section. It will look like you have Revenue twice in the fields pane

166. Click the arrow next to the newly added Revenue field.
167. From the menu, hover over Show value as and then click Percent of grand total.
168. Drill up to Category levelEnable drill mode on the Revenue by Category visual
169. Now click on Urban (the word, not the + sign)
170. Make sure you have Australia and 2020 selected on the other charts.
Now let’s look at the Extreme category for Australia over time.

171. In the Revenue by Year visual click the 2020 column and click Australia in the Revenue by Country
visual. Notice that the Extreme segment has around 40% of the grand total.
172. In the Revenue by Year visual click the 2020 column to remove the filter.
Now let’s drill down into the Extreme Segment and figure out if a Product stands out.
173. In the matrix visual, click the Extreme row to drill down to the Product level.
174. Resize the visual as needed.
175. Hover over the matrix visual and then click the ellipse in the top right corner.
176. Click Sort By %GT Revenue and then click Sort Descending.
We can now see the top Products.

177. In the Revenue by Year visual, click the 2019 column and click Australia in the Revenue by Country
visual.. Notice that Maximus UE-04 and 21 are the top products. Also, notice that Product 04 has nearly
7% of the grand total and has a big spike.

178. In the Revenue by Year visual, click the 2019 column to remove the filter.
Earlier we created a calculated column named ZipCountry. Now let’s create a Percent Growth measure so
we can compare sales over time. We are going to do this in two steps.
But first, what’s the difference between a measure and a calculated column?
• A Calculated column is evaluated row by row. We extend a table by adding calculated columns.
• A Measure is used when we want to aggregate values from many rows in a table.
179. In the Fields section, click the Sales table.
180. From the ribbon, click Table Tools, then click New Measure. A formula bar opens.
181. Enter PY Sales = CALCULATE(SUM(Sales[Revenue]), SAMEPERIODLASTYEAR('Date'[Date]))
182. Click the checkmark next to the formula bar. You will see the PY Sales measure in the Sales table.
Let’s create another measure.
183. In the Fields section, hover over the Sales table.
184. Click on the ellipse in the right corner.
185. Click New Measure from the dialog box. A formula bar opens.
186. Enter % Growth = DIVIDE(SUM(Sales[Revenue])-[PY Sales],[PY Sales])

187. Click the checkmark next to the formula bar. You will see % Growth measure in the Sales table.
188. Click the matrix visual.
189. In the Fields section, click the checkbox next to the newly created PY Sales and % Growth measures
in the Sales table.
Notice that the Fields need to be formatted.
190. From the Fields section, click the % Growth field.
191. From the ribbon, click Measure Tools, click Format, and then click Percentage.
192. Similarly, from the Fields section, and then click the PY Sales field.
193. From the ribbon, click Measure Tools, click Format, and then click Currency, if it isn’t already
formatted Currency .
194. Similarly, from the Fields section, and then click the Revenue field.
195. From the ribbon, click Measure Tools, click Format, and then click Currency if it isn’t already
formatted to Currency

196. Ensure that Australia is selected and In the Revenue by Year visual, Ctrl + click the 2019 column.
Notice that Maximus UE-04 has nearly 158% growth compared to last year.

References
Dashboard in a Day introduces you to some of the key functions available in Power BI. In the ribbon of the
Power BI Desktop, the Help section has links to some great resources.
Here are a few more resources that will help you with your next steps with Power BI.
• Getting started: http://powerbi.com
• Power BI Desktop: https://powerbi.microsoft.com/desktop
• Power BI Mobile: https://powerbi.microsoft.com/mobile
• Community site https://community.powerbi.com/
• Power BI Getting started support page:
https://support.powerbi.com/knowledgebase/articles/430814-get-started-with-power-bi
• Support site https://support.powerbi.com/
• Feature requests https://ideas.powerbi.com/forums/265200-power-bi-ideas
• New ideas for using Power BI https://aka.ms/PBI_Comm_Ideas
• Power BI Courses http://aka.ms/pbi-create-reports
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Lab 2 - Data Modeling and Exploration

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7

Dashboard in a Day – Lab 2

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• You must be connected to the internet.

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In this lab you will learn how to:

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Power BI Desktop - Layout

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Power BI Desktop – Data Exploration

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33. In the Filters pane, expand Manufacturer.

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53. Hover over one of the columns and right-click.

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Now let’s create a Revenue by Manufacturer visual.

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61. To remove the filter, click VanArsdel again.

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Power BI Desktop – Data Exploration Continued

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106. Click Close to close the Manage relationships dialog box.

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118. Click the Revenue by Country visual.

121. Make sure that VanArsdel is selected in the Manufacturer slicer.

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130. Click the ellipse next to Segment.

132. Click the ellipse next to Product.

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149. Click on Urban.

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Let’s investigate further…

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