Vkit Dv Lab Manual
Vkit Dv Lab Manual
Vkit Dv Lab Manual
Tableau is a data visualization tool that provides pictorial and graphical representations of data. It is used for
data analytics and business intelligence. Tableau provides limitless data exploration without interrupting flow
of analysis. With an intuitive drag and drop interface, user can uncover hidden insights in data and make
smarter decisions faster.
Data Visualization Lab(BAIL504)
Tableau is a Business Intelligence tool for visually analyzing the data. Users can create and distribute an
interactive and shareable dashboard, which depict the trends, variations, and density of the data in the form
of graphs and charts. Tableau can connect to files, relational and Big Data sources to acquire and process data.
The software allows data blending and real-time collaboration, which makes it very unique. It is used by
businesses, academic researchers, and many government organizations for visual data analysis. It is also
positioned as a leader Business Intelligence and Analytics Platform in Gartner Magic Quadrant.
As a leading data visualization tool, Tableau has many desirable and unique features. Its powerful data
discovery and exploration application allows you to answer important questions in seconds. You can use
Tableau's drag and drop interface to visualize any data, explore different views, and even combine multiple
databases easily. It does not require any complex scripting. Anyone who understands the business problems
can address it with a visualization of the relevant data. After analysis, sharing with others is as easy as
publishing to Tableau Server.
Tableau Features
Speed of Analysis − As it does not require high level of programming expertise, any user with access
to data can start using it to derive value from the data.
Self-Reliant − Tableau does not need a complex software setup. The desktop version which is used
by most users is easily installed and contains all the features needed to start and complete data analysis.
Visual Discovery − The user explores and analyzes the data by using visual tools like colors, trend
lines, charts, and graphs. There is very little script to be written as nearly everything is done by drag
and drop.
Blend Diverse Data Sets − Tableau allows you to blend different relational, semi structured and raw
data sources in real time, without expensive up-front integration costs. The users don’t need to know
the details of how data is stored.
Architecture Agnostic − Tableau works in all kinds of devices where data flows. Hence, the user
need not worry about specific hardware or software requirements to use Tableau.
Real-Time Collaboration − Tableau can filter, sort, and discuss data on the fly and embed a live
dashboard in portals like SharePoint site or Salesforce. You can save your view of data and allow
colleagues to subscribe to your interactive dashboards so they see the very latest data just by refreshing
their web browser.
Centralized Data − Tableau server provides a centralized location to manage all of the organization’s
published data sources. You can delete, change permissions, add tags, and manage schedules in one
convenient location. It’s easy to schedule extract refreshes and manage them in the data server.
Administrators can centrally define a schedule for extracts on the server for both incremental and full
refreshes.
Data Visualization Lab(BAIL504)
The data store page appears as above. The left pan shows that above dataset consists of 3 worksheets. If we
drag orders table, screen appears as follows: Tableau automatically identifies the data type of each column.
Data Visualization Lab(BAIL504)
Now drag Returns table onto the Canvas to the right of Orders table. This shows the relation between the two
tables Orders and Returns.
If we click on the link between Orders and Returns table names at the top gives the summary of the
relationship between the tables. Now rename the data store and click on Sheet1 at the bottom left to proceed.
This step creates a data extract which improves query performance.
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Or the above operation can be done by creating a calculated field as shown below. To create a calculated field,
click on the down arrow button beside search tab above Tables panel, drag a field to that calculated field
window.
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In the same way we can apply any aggregate or statistical function on data with the help of calculated fields.
Data Visualization
We can perform various visualization operations on data in Tableau. Some of them are bar cart, histogram,
bubble chart, gantt chart, scatter plot, heat map etc.
Bar chart:
Bar charts can be created in 3 variations in Tableau: Horizontal bars, stacked bars, side-by-side bars.
Horizontal bars can be created by selecting that type of chart from Show Me menu on right hand side of
Canvas. The type of chart in box on right hand side represents horizontal bar graph.
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Pie chart:
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Bubble chart:
Dashboards
Dashboard is a way of displaying various types of visual data in one place. Usually, a dashboard is intended
to convey different, but related information in an easy-to-digest form. And oftentimes, this includes things
like key performance indicators (KPI)s or other important business metrics that stakeholders need to see and
understand at a glance.
Dashboards are useful across different industries and verticals because they’re highly customizable. They can
include data of all sorts with varying date ranges to help you understand: what happened, why it happened,
what may happen, and what action should be taken.
For example, category of sales across months in a year, region is the field added. The first view is shown
below. This can be renamed at the bottom of the screen.
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Now go to 2nd sheet for creating the 2nd view. The second view is shown below. A bubble chart was drawn
between profit and subcategory. Then rename the sheet.
Next 3rd view is created as follows for profit for each subcategory in the category with averages.
Data Visualization Lab(BAIL504)
After creating individual views, now a Dashboard can be created by clicking on create dashboard at the
toolbar.
now the sheets or views which are created earlier can be drag and dropped on this dashboard. The above three
created views are placed in the dashboard as follows. One can follow their own way of importing sheets on
the dashboard. After creating dashboard, title can be given to the dashboard from Dashboard tab. Dashboard
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can be customized in terms of its appearance by the user if required. Dashboard once created can be saved on
users system and can be retrieved whenever required.
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POWER BI
What is Power BI?
Power BI is a business intelligence tool that allows you to connect to various data sources, visualize the data
in reports and dashboards, and then share them with anyone you want.
Power BI is a Data Visualization and Business Intelligence tool that converts data from different data sources
to interactive dashboards and BI reports.
Power BI is a tool in the category of Business Intelligence (BI). The purpose of BI is to track Key Performance
Indicators (KPIs) and uncover insights in business data so as to better inform decision-making across the
organization.
Power BI is used in different ways depending on the role of the individual, from developers, analysts,
managers, and directors, to everyone in between.
How Does Power BI Compare to Other Tools Like Tableau and Excel?
Power BI and Tableau are both business intelligence tools and have a lot of overlap in terms of their
capabilities. There are 2 key differences between Power BI and Tableau:
1. Power BI only works on Windows, whereas Tableau supports both Windows and MacOS.
2. Pricing options differ between Power BI and Tableau. However, Tableau is generally the more
expensive option.
Why Power BI?
Organizations need a tool that can help them understand the large amount of data that they are collecting. It
is a powerful data visualization and analysis tool that allows businesses to turn raw data into actionable
insights and reports.
Microsoft Power BI comes with a free or paid version. The free version only provides Power BI tools
like Power BI Desktop and Power Q&A to dashboards. Whereas, in the Pro version they provide services
like live report sharing, Power View, and more Power BI apps.
Power BI uses DAX for measuring and Tableau deploys MDX for dimensions and measures.
calculating columns.
Power BI is best for a limited volume of data. Tableau can handle huge columns of data and still offer better
performance.
Power BI offers many data points for data Tableau has better data visualization.
visualization.
Data Visualization Lab(BAIL504)
1. Go to Start Page: Toggle between the active sheet and the Desktop Start Page.
2. Data Pane: Includes dimensions and measures, populated from your selected data source. May also
include calculated fields, parameters, or sets.
3. Analytics Pane: Includes options you can use to apply reference lines, forecasts, trend lines, to add
totals to crosstabs, and to build boxplots.
4. Workbook Name: The file name of our workbook.
5. View Cards: Used for modifying the worksheet.
6. Toolbar Icons: Icons are available for quick access to popular features.
7. Worksheet/View: Workspace for building your visualizations.
8. Go to Data Source: Returns you to the data source specification page.
9. Worksheet Tabs: Click to view a specific worksheet, dashboard, or story
10. New Worksheet, Dashboard, and Story Tabs: Click to create a new Worksheet, Dashboard, or Story.
11. Status Bar: Displays data about the fields and marks included in the view.
Steps:
1. Tableau Workspace Setup:
Connect to Data:
Open Tableau, and on the "Start Page," select Connect -> To a File -> Text File.
Browse to the location of vgsales.csv and open it.
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Data Preview:
After loading, Tableau will show a preview of the data. You can rename columns if necessary.
Click on the "Sheet 1" tab at the bottom to go to your first worksheet.
2. Tableau Terminologies:
Dimensions: These are qualitative fields. In vgsales.csv, examples include Platform, Genre,and
Publisher.
Measures: These are quantitative fields used for calculations. Examples are Global_Sales, NA_Sales,
and Year.
Rows and Columns Shelf: Drag dimensions and measures to the Rows or Columns shelves to build
the structure of your visualization.
Marks: Controls the appearance of the data. You can set marks to be circles, bars, or other shapes and
control size, color, and label.
Filters: Used to limit the data displayed in the view.
Pages Shelf: Used for creating animations or segmenting your view by categories.
3. Basic Functionalities:
c. Filtering:
Drag Year to the Filters shelf.
Choose the range of years you want to display (e.g., 2000-2016).
Add Year to the Pages shelf to create a dynamic view of how sales changed over time.
4. Additional Functionalities:
Dashboards: Combine different sheets to create a comprehensive dashboard. Go to the Dashboard tab,
drag your created sheets to the layout, and arrange them accordingly.
a. Add one more worksheet - Global Sales Trend by Year
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Dataset used: Tableau Joins File: Contains 3 sheets : Demographics, Salary, Job Title
1. Connecting to Excel Files in Tableau:
Open Tableau and click on Connect in the left pane.
Under To a File, choose Microsoft Excel.
Browse and select your Excel file (Tableau Joins File.xlsx).
Tableau will display the sheets from the Excel file in the Data Source tab.
Drag the relevant sheets to the workspace.
2. Tableau Joins File.xlsx Dataset: has three Excel sheets
Demographics:
EmployeeID
NameofEmployee
EmployeeAge
EmployeeGender
Salary:
EmployeeID
EmployeeSalary
These sheets have a relationship based on the EmployeeID, and you can join them using this field.
Drag and drop Demographics table- Right click-select open- that allows you to do following types of
joins.
Now Drag and drop Salary table - That allows you to do join of your choice.
3. Types of Joins in Tableau:
Once both tables are in the Data Source tab, Tableau automatically suggests an inner join, but you can
modify the type of join depending on the scenario.
a. Inner Join:
Description: Returns only records where there is a match in both tables.
How to Create in Tableau:
Drag Demographics and Salary sheets into the canvas.
Tableau automatically detects the common field (EmployeeID). If not, manually select it.
Choose Inner Join in the Join Type options.
Result: You will see only employees whose employee id matches in both Demographics and
Salary table.
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b. Left Join:
Description: Returns all records from the left table (Demographics), and matched records
from the right table (salary). If there’s no match, NULL values are returned for fields from the
right table.
How to Create in Tableau:
In the join settings, select Left Join.
Result: All employees will be returned, even if data missing in Salary. Salary information will
be NULL for those without a match.
c. Right Join:
Description: Returns all records from the right table (Salary), and matched records from the left table
(Demographics). If there’s no match, NULL values are returned for fields from the left table.
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After installing it
We have to connect to Mysql
Program 3. Creating a View - formatting charts, adding filters, creating calculated fields and
defining parameters
Step 1: Connect to Data
1. Open Tableau Desktop.
Ste
2. Connect to Your Data Source:
Click on Connect on the left sidebar.
Choose your data source by selecting text file and load your vgsales dataset into Tableau.
p 2: Create a Basic Visualization
Create a New Worksheet:
Click on the Sheet tab at the bottom of the screen.
Drag Fields to Shelves:
Drag Year to the Columns shelf.
Drag Global Sales to the Rows shelf.
Drag EU Sales to the Rows shelf. That
gives the line graph visualization.
Program 4 :
Dashboard Design and Storytelling – Components of Dashboard, Understanding how to place
worksheets in Containers, Action filters and its types.
Drag “Sheet 1” and “Sheet 2” on to “Drag a sheet here”. We can rename each storyboardby clicking “Add a
caption”. Rename Sheet 1 to “Provincial Health Expenditure in 2016”.
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Use the arrows located on the side of the caption field to navigate to Sheet 2. Click on “Add a caption”
and rename Sheet 2 to “Provincial Health Expenditure from 1975-2018”.
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In this story, we are going to narrow in and draw attention to the province or territory that is
spending the most amount of money on health. Drag an additional copy of “Sheet 1” and drop it
between the two existing sheets. Select “Add a caption” and rename it to “Ontario”.
On the map, click on the province Ontario and then navigate to the caption field andselect “Update”. Your
screen will show Ontario highlighted from the rest of Canada
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We can add a textbox to label the highlighted pointed by dragging “Drag to add text” onto the line
graph. Write a key message in the textbox, such as “Ontario had the highest health expenditure in
Canada in 2016, spending $87,195.70M”. Select “OK”.
You can the edit the text box by selecting “More options” which will open a drop-downmenu.
Expand the text box by dragging the borders in order to show the full message.
Select the right arrow to navigate to “Provincial Health Expenditure from 1975-2018”. Hover over
the line representing Ontario and select the data point representing health expenditure during the year
2016. Then click “Update”. Your screen should look like this:
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We have now created a story with three sheets of how Ontario had the highest health expenditure
in the year 2016. If you choose to add a dashboard, it will allow your audience to play with data.
You can navigate between the story as shown below:
Once satisfied with your workbook, which includes sheets, dashboards, and stories, you can publish
it to the Tableau Public website. This is the only way to save your work whenusing Tableau Public,
so make sure to do it if you wish to return to the workbook in the future.
Once ready to publish, select the “Save to Tableau Public As…” option under the “File”tab.
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Dashboards are a great way to combine your data visualizations and have them interact with one
another. A lot of businesses use dashboards to keep up-to-date in real time about key performance
indicators at a glance. In this example, we will combine just twoof our data visualizations, the map
and the line graph from the first section of the tutorial,but in reality, it can be used to combine many
visualizations at once.
The first step in creating your dashboard is to open up the Dashboard tab at the bottomof the screen:
This is your Dashboard Sheet. On the left side you can see that there is a list of the sheets you have
made from your current data source.
To build your dashboard, drag the sheet you want in to the center where it says Drop sheets here.
For our purposes, we will need to drag Sheet 1 and Sheet 2 where the mapand line graph are saved.
When you drag, you will notice an area of your screen will shade over where your graph will drop
when you put it down. Organize your dashboardto look like the following:
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Now to add titles to the graphs that were chosen, double click on the automatic titles generated
based on the sheet name, and a new window should appear, type in a titlethat describes the graph
like so:
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We can also add additional titles and objects to the dashboard by choosing an object from the
Objects side panel and dragging it to the dashboard. We are going to add titlesto the bottom line
graph to differentiate between the Canada line and the provinces. To do this, drag
to the area near the orange line that corresponds to the sumof all provinces
expenditure throughout the years. Type in “Canada”. Drag
once more to label the remaining provinces. Your bottom graph should look like this:
Now, to add an interactive layer between the graphs, we can choose a graph that can actas a filter
to the other. We will choose the line graph to act as a filter to the map. To do this, click on the
line graph and a grey sidebar should appear. From this bar, click the filter icon to use this graph
as a filter:
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Now, when you click a given line, it will be highlighted on the above map:
Congrats, now you have an interactive dashboard that is ready to be published or saved!
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Program 5
Question : Introducing Power BI –Components and the flow of work. Power BI Desktop
Interface-The Report has five main areas.
Solution :
Power BI Desktop − This is used to create reports and data visualizations on the dataset.
Power BI Gateway − You can use Power BI on-premises gateway to keep your data
fresh by connecting to your on-premises data sources without the need to move the data.
It allows you to query large datasets and benefit from the existing investments.
Power BI Mobile Apps − Using Power BI mobile apps, you can stay connected to their
data from anywhere. Power BI apps are available for Windows, iOS, and Android
platform.
Power BI Service − This is a cloud service and is used to publish Power BI reports and
data visualizations
Flow of work
A semantic model is a container of data. For example, it might be an Excel file from
the World Health Organization. It might also be a company-owned database of customers,
or it might be a Salesforce file. And it might be all three if the designer combines them
into a single model. Designers manage semantic models. The data contained in semantic
models is used to build reports, dashboards, and apps that designers share with you.
A dashboard is a single screen with tiles of interactive visuals, text, and graphics. A
dashboard collects your most important metrics, or a focused set of metrics, on one screen,
to tell a story or answer a question. The dashboard content comes from one or more
reports and one or more semantic models.
A report is one or more pages of interactive visuals, text, and graphics that together
make up a single report. Power BI bases a report on a single semantic model. Often,
the designer organizes report pages to each address a central area of interest or answer a
single question.
An app is a way for designers to bundle and share related dashboards, reports, and
semantic models together. Business users receive some apps automatically but can go
search for other apps created by colleagues or by the community. For example, out-of-
the-box apps are available for external services you may already use, like Google
Analytics and Microsoft Dynamics CRM.
5. Download Begins and you will get exe file which will be downloaded in your
downloads folder
PBIDesktopSetup_x64
(2).exe
6. Double click on the .exe file ,to get the installation wizard
7. Click on Next button until you get Finish button and finally installation will be done.
8. Once the Installation is done ,double click on Power BI App.
9. When you launch the application, Power BI Desktop will start with a blank report. Let's
go over the components of the Power BI Desktop Interface
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Ribbon - the top ribbon contains most of the controls and options needed for building the
report.
Views - this is made up of the report view, the data view, and the model view.
Canvas - this is the main design area where visualizations and other elements are added.
Page selector - for navigation to other pages in the report.
Filters - fields can be added here to filter the data.
Visualizations - this contains the list of available visualizations.
Fields - this section contains the tables and fields that are available in the data model.
It is the process of cleansing and transforming data and permits users to access datasets
connecting from multiple sources. It is included on the Power BI desktop. Business users may
view the data from distinct databases like MySQL, SQL servers, DB2, and many more.
Power View
It is a data visualization tool that assists users in developing stunning charts, and colourful maps,
that turn data into a story.
Power Map
It is a 3D map visualization tool to identify geospatial data on Map visuals. It helps organizations
to examine the maximum sales production geographically, visualizing the demographic
populations of specific regions.
Power Pivot
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It is a Data Modelling technique that is used to create relationships between datasets. It performs
complex computations by utilizing DAX functions.
Power Q & A
When dealing with giant datasets, it becomes crucial to get to know the in-depth details of the
data. Luckily, it is done through natural language where users may ask questions and obtain the
answer through Power Q & A.
Build reports :
In Power BI Desktop Report view, you can build visualizations and reports.
The Report view has six main areas:
1. The ribbon at the top, which displays common tasks associated with reports and
visualizations.
2. The canvas area in the middle, where you create and arrange visualizations.
3. The pages tab area at the bottom, which lets you select or add report pages.
4. The Filters pane, where you can filter data visualizations.
5. The Visualizations pane, where you can add, change, or customize visualizations, and
apply drill through.
6. The Format pane, where you design the report and visualizations.
7. The Fields pane, which shows the available fields in your queries. You can drag these
fields onto the canvas, the Filters pane, or the Visualizations pane to create or modify
visualizations.
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PROGRAM 6 : Querying Data from CSV - Query Editor, Connecting the data from the
Excel Source, Clean, Transform the data.
Solution :
Power BI Desktop also includes the Power Query Editor, which opens in a separate window.
In Power Query Editor, you can build queries and transform data, then load the refined data
model into Power BI Desktop to create reports.
Along the left side of Power BI Desktop are icons for the three Power BI Desktop views:
Report, Data, and Model, from top to bottom. The current view is indicated by the yellow bar
along the left, and you can change views by selecting any of the icons.
With Power BI Desktop installed, we can connect to the world of data. To see the many
types of data sources available,
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Step 1 : Select Get Data in the Power BI Desktop Home tab, and in the Get
Data window, scroll through the list of All data sources.(like Excel,CSV,Oracle….)
On the Power BI Desktop Home tab, select Get Data > Excel workbook
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2. Click on the file you need and open the file ,once you open the file below window with
navigator appears ,select the file (2nd option to see the contents of the file)
3. At this point you can select Load to load the table, or Transform data to make changes
in the table before you load it.
4. When you select Transform data, Power Query Editor launches, with a representative
view of the table. The Query Settings pane is on the right, or you can always show it by
selecting Query Settings on the View tab of Power Query Editor.
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Once connected to a data source, you can adjust the data to meet your needs.
To transform the data, you provide Power Query Editor with step-by-step
instructions for adjusting the data while loading and presenting it. Transforming
doesn't affect the original data source, only this particular view of the data.
Power Query Editor captures these steps sequentially under Applied Steps in the Query
Settings pane.
Notice that the Applied Steps in Query Settings already contain a few steps. You can
select each step to see its effect in the Power Query Editor
The bottom 10 worst rows are removed from the table, and the step Removed Bottom
Rows appears in Applied Steps.
To Remove columns
From Home Tab Select Manage Columns group select Remove Columns.
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You can also right-click one of the selected column headers and select Remove
Columns from the menu.
The selected columns are removed, and the step Removed Columns appears
in Applied Steps.
Right-click any step in the Applied Steps pane and choose to delete it, rename it, move it
up or down in the sequence, or add or delete steps after it.
For intermediate steps, Power BI Desktop will warn you if the change could affect later
steps and break your query.
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Once all the required transformations are done the report should be created in the
Power BI Desktop
Apply the changes in Power Query Editor and load them into Power BI Desktop
Selecting Close & Apply from the Home tab of the ribbon.
You can also select just Apply to keep the query open in Power Query Editor
while you work in Power BI Desktop.
The Visualizations pane shows information about the visualization and lets you
modify it.
1. The Fields option in the Visualization pane lets you drag data fields to Legend and other
field wells in the pane.
2. The Format option lets you apply formatting and other controls to visualizations.
3. The icons show the type of visualization created. You can change the type of a selected
visualization by selecting a different icon, or create a new visualization by selecting an
icon with no existing visualization selected
4. The options available in the Fields and Format areas depend on the type of visualization
and data you have.
5. You want your map visualization to show only the top 10 weather states.
To show only the top 10 states, in the Filters pane, hover over State is (All) and
expand the arrow that appears. Under Filter type, drop down and select Top N.
Under Show items, select Bottom, because you want to show the items with the
lowest numerical ranks, and enter 10 in the next field.
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● Bar Chart
● Line Chart
● Scatterplot
● Sparkline
● Pie Chart
● Gauge
● Waterfall Chart
● Funnel Chart
● Heat Map / Matrix
● Histogram
● Box Plot
● Maps
● Tables
● Indicators
● Area Chart
● Radar or Spider Chart
● Tree Map
Then, we have to create new column for attrition count. For this, select attrition column
click on Add Column new window will open then add details as follows. Once you
are done with this, attrition count column will be added as a last row of the table
Change the datatype of this column to whole number
Click on
“Close &
Apply”
You will be back on canvas area with table loaded in Data Pane (in right side).
Kindly Note: If you want same format for all visuals, complete the formatting with one
of the visual, click on format painter and click on the visual for which you want the
formatting. Little bit formatting will be required as properties for each visual will be
different
Select Pie Chart.
Optional: As you can see, age is not sorted correctly, so we have to create additional
column.
Once sort age column is created change the datatype of column if its not in whole number.
Click on “Close & Apply”
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Now, on canvas, in data pane select CP_age_band click on sort by column select
newly created column sort age and now
click on visual and follow the steps, Finally, output will be as follows:
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:
Now apply same steps for creating MATRIX.
The matrix visual is a type of table visual that supports a stepped layout. A table supports two
dimensions, but a matrix makes it easier to display data meaningfully across multiple dimensions.
Often, report designers include matrixes in reports and dashboards to allow users to select one or
more element (rows, columns, cells) in the matrix to cross-highlight other visuals on a report
page.
Format the row header & column header text color & background color
Also, format the Row grand total & column grand total
A doughnut chart is similar to a pie chart in that it shows the relationship of parts to a
whole. The only difference is that the center is blank and allows space for a label or
icon.
Doughnut charts work best when you use them to compare a particular section to the
whole, rather than comparing individual sections with each other.
Slicers: A slicer is a standalone chart that can be used to filter the other visuals on the
page. Slicers come in many different formats (category, range, date, etc.) and can be
formatted to allow selection of only one, many, or all of the available values.
Slicers are a great choice to:
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Display commonly used or important filters on the report canvas for easier access.
Make it easier to see the current filtered state without having to open a drop-down
list.
Filter by columns that are unneeded and hidden in the data tables.
Create more focused reports by putting slicers next to important visuals.
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4. Now, try for Top N filtering. Try to display top 4 Job roles having highest job
satisfaction.
Select “Job satisfaction rating” visual In Filters Pane, Filters on this visual
Job Role
Filter type: Top N
Show item: Top : 4
By value: Sum of Job Satisfaction
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Step3: Customize: In the "Format" pane, adjust settings such as color, size, and tooltips to
enhance readability. You can use color gradients to indicate different revenue levels, helping to
spot trends.
Question 2:Create a line chart to show the revenue based on the month of the year.
Step1:Add a Line Chart: Select the "Line chart" visualization from the Visualizations pane.
Step2: Configure the Chart:
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Step3: Format: In the "Format" pane, you can customize the line color, axis titles, and other
aspects to clearly present the revenue trend throughout the year
.
Question 3: Create a bin of size 10 for the age measure to create a new dimension to
show the revenue.
Step1: Create Bins for age
Create a new visualization (e.g., bar chart or column chart). Here we used Stacked column
chart.
Drag the new age bins field to the "X Axis" and the revenue field to the "Y axis”.
Question 4: Create a donut chart view to show the percentage of revenue per region by
creating zero access in the calculated field.
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Step1: Add a Donut Chart: Select the "Donut chart" visualization from the Visualizations
pane.
Step2:Set Up the Chart:
Go to the "Format" pane, select "Detail labels", and set the "Label position" to "Inside" to
create a zero access effect.
Adjust the "Detail" and "Percentage" settings as needed.
Note: The "zero access effect" is a visual design technique often used in data visualizations to
emphasize or clearly show zero values or the absence of certain data. This effect is
particularly useful in charts where you want to highlight how values are distributed relative to
zero, or where zero plays a significant role in the interpretation of the data.
Donut Charts:
In a donut chart, the zero access effect can be used to enhance readability by placing labels or
markers at the center of the chart or using a specific design to show where there is no data.
For example, if one segment of a donut chart represents zero revenue, you might design the
chart so that this segment is clearly visible or highlighted to indicate no revenue.
Question 5: Create a butterfly chart by reversing the bar chart to compare female &
male revenue based on product category.
Step1: Create a New Measure
TotalRevenue = sum(SalesTable[Revenue])
Data Visualization Lab(BAIL504)
Method 2:
Step 1:
Step 2:
Apply a Filter:
In the "Filters" pane, add a filter to show only Female revenue. You can drag Gender to the
"Filters" pane and set the filter to include only Female.
Step 3:
Apply a Filter:
In the "Filters" pane, add a filter to show only Male revenue. You can drag Gender to the
"Filters" pane and set the filter to include only Male.
Step 4:
Data Visualization Lab(BAIL504)
To create the butterfly effect, you need to reverse one of the bar charts. This involves
adjusting the direction of the bars so that they face opposite directions from the center.
o Reverse the Bars:
For one of the charts (e.g., Male revenue), you will need to use a calculated column or
measure to make the bars extend in the opposite direction. In Power BI, this can be achieved
by adjusting the data in the chart's settings or using custom visualizations if necessary.
Add clear titles and labels to each chart to indicate what data they represent (e.g., "Female
Revenue" and "Male Revenue").
Customize the chart's appearance to enhance readability.
Question 6:Create a calculated field to show the average revenue per state & display
profitable & non-profitable state.
Step1: Create a New Measure
AverageRevenuePerState =
AVERAGEX(
VALUES(SalesTable[State]),
CALCULATE(SUM(SalesTable[Revenue]))
)
Step2: Create a Calculated Column to Categorize States
Next, create a calculated column to classify states as profitable or non-profitable based on the
average revenue.
Enter the following DAX formula to create a column that categorizes states as
profitable or non-profitable:
ProfitabilityStatus =
IF(SalesTable[AverageRevenuePerState] > 1000,
"Profitable",
"Non-Profitable"
)
Step 3: Display the Results
ii) Create a bar graph to compare GDP of Belgium between 2006 – 2026.
Step1:
Get Measured Names to Filter Pane then select as in years mentioned
2006 – 2026.Get Country to Filter and Select Belgium
Step2:
Drag Measured Name and Country into Column
Step3:
Drag Measured Value to Row You see outputs
Data Visualization Lab(BAIL504)
iii) Using pie chart, visualize the GDP of India, Nepal, Romania, South Asia,
Singapore by the year 2010.
Step1:
Get Country to Filter pane and select India, Nepal, Romania, South
Asia, SingaporeGet Measure Name to Filter and select 2010
Step2: Important Step
Select option of chart as Pie(instead of automatic in Marks Pane) andDrag Country in Color
frame
Finaly Sum or avg or anything of your choice to angle Frame ( For sum its SUM[(2010)], For
average itsAVG[(2010)] from measure value
The output result is as in below
Data Visualization Lab(BAIL504)
iv) Visualize the countries Bhutan & Costa Rica competing in terms of GDP.
Step1: Filter Country and Measure name Iike Bhutan,Costarics and 2016,2017,2018 as
year(Measure name)
v) Create a scatter plot or circle views of GDP of Mexico, Algeria, Fiji, Estonia from 2004 to
2006.
Step1:Add Country in filter as per requirement
Add measure names in filter and select as per requirement
Step2: Add Measured Name in Column and an add any measured values of year
2004,2005,2006Finally opt for Circle as option
Data Visualization Lab( BAIL504)
average age.
ii) Create a Lollipop Chart to show the attrition rate based on gender category.
iii) Create a pie chart to show the attrition percentage based on Department Category- Drag department
into colours and change automatic to pie. Entire view, Drag attrition count to angle. Label attrition count,
change to percent, add total also, edit label.
iv) Create a bar chart to display the number of employees by Age group,
v) Create a highlight table to show the Job Satisfaction Rating for each job role based on employee count.
vi) Create a horizontal bar chart to show the attrition count for each Education field Education field wise
Solution :
i) Create KPI to show employee count, attrition count, attrition rate, attrition count, active
employees, and average age.
Step1: Create a New measure
Employee Count = COUNT('HR'[EmployeeNumber])
Step2: Choose KPI card in the visualization and drag and drop the Employee Count. Format your visuals
of your style.
Step6: Choose KPI card in the visualization and drag and drop the Attrition Rate. Format your visuals of
your style.
ii) Create a Lollipop Chart to show the attrition rate based on gender category.
Power BI does not have a native Lollipop Chart, so you will simulate it using (any chart) a Line and
Stacked column Chart
Data Visualization Lab( BAIL504)
iii) Create a pie chart to show the attrition percentage based on Department Category-
Drag department into colours and change automatic to pie. Entire view, Drag attrition count to angle. Label
attrition count,change to percent, add total also, edit label.
From the Visualizations pane on the right, select the Pie Chart visual icon. This will add a blank
pie chart to your report canvas.
Set Up the Pie Chart:
Drag the Department Field to the Legend area.
Drag the Attrition Count Measure to the Values area.
Configure Data Labels and Formatting:
Click on the Pie Chart to select it.
Open the Format Pane (paint roller icon).
Change Data Label Settings:
Go to the Data Labels section in the Format pane.
Toggle Data Labels to On.
In the Data Label settings, change Label Style to Percent. This will show the percentage of each
department's attrition relative to the total.
To show the Total alongside the percentages:
o Ensure that Data Labels are visible and set to Show.
o You can add a Total Label in the Title or Tooltips sections if needed for additional context.
Format the Pie Chart:
Adjust Colors:
o Go to the Data Colors section in the Format pane.
o You can customize colors for each department by clicking on the color next to the department
name and choosing the color you prefer.
Edit Labels:
o If you want to customize the text in the labels, you can use the Data Label formatting options
to adjust font size, color, and display units.
Finalize Your Visualization:
Ensure your pie chart looks as expected with percentages representing the attrition rate for each
department.
Data Visualization Lab( BAIL504)
iv) Create a bar chart to display the number of employees by Age group,
Step1: right click Age and choose new group and set bin size as 5.
Step2: Choose any bar chart drag and drop new age bin and employee count.
V) Create a highlight table to show the Job Satisfaction Rating for each job role based on employee
count.
Create a Matrix visual from the Visualizations pane.
Drag the Job Role field to Rows.
Drag the Job Satisfaction Rating field to Columns.
Drag the Employee Count measure to Values.
Data Visualization Lab( BAIL504)
VI) Create a horizontal bar chart to show the attrition count for each Education field Education
field wise
Attrition – drag education field to rows, sum attrition count to col,
Step1: Horizontal bar chart It's called the Clustered Bar Chart or Stacked Bar Chart in the visualization
pane
Choose stacked bar chart and set y axis is education filed and x axis is attrition count.
vii) Create multiple donut chart to show the Attrition Rate by Gender for different Age group.
Choose donut chart and drag and drop legend as gender and value as attrition rate.
1. Select the Donut Chart from the Visualizations pane.
2. Create separate Donut Charts for different age groups.
For each chart, filter the dataset based on age group (using the Age Group field created earlier).
3. Drag the Gender field to Legend.
4. Drag the Attrition Rate measure to Values.
Data Visualization Lab( BAIL504)
5. Repeat for each age group, ensuring each donut chart represents a different age group with gender
breakdown.
Note:
Use Filters to dynamically adjust visuals where necessary (e.g., filter by Age Group or Education
Field).