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Charts

This document is a guide on creating and using various chart types in Power BI, including Bar, Column, Line, Area, Pie, Donut, Scatter, Bubble, Treemap, Funnel, Waterfall, Gauge, Map, Matrix, Card, and KPI charts. Each chart type includes its usage, step-by-step creation instructions, and customization options. The guide aims to enhance data visualization skills in Power BI.

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22 views11 pages

Charts

This document is a guide on creating and using various chart types in Power BI, including Bar, Column, Line, Area, Pie, Donut, Scatter, Bubble, Treemap, Funnel, Waterfall, Gauge, Map, Matrix, Card, and KPI charts. Each chart type includes its usage, step-by-step creation instructions, and customization options. The guide aims to enhance data visualization skills in Power BI.

Uploaded by

jandy6734
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Power BI Charts and How to Use Them

1. Bar Chart

Usage: Compare categorical data using horizontal or vertical bars.

How to Create:

1. Open Power BI and import your dataset.

2. Click on the Report View.

3. Select the Bar Chart visualization.

4. Drag a categorical field (e.g., Region) to the Axis.

5. Drag a numerical field (e.g., Sales) to the Values.

6. Customize colors and labels using the Format pane.

2. Column Chart

Usage: Display categorical comparisons with vertical bars.

How to Create:

1. Select the Column Chart visualization.

2. Drag a categorical field to the Axis.


3. Drag a numerical field to the Values.

4. Format the chart as needed.

3. Line Chart

Usage: Show trends over time.

How to Create:

1. Choose the Line Chart visualization.

2. Drag a date field to the Axis.

3. Drag a numerical field to the Values.

4. Format to adjust line thickness and markers.


4. Area Chart

Usage: Display trends with a filled area.

How to Create:

1. Select the Area Chart visualization.

2. Add a time-based field to the Axis.

3. Add a numerical field to the Values.

4. Adjust transparency and colors in the Format pane.

5. Pie Chart

Usage: Show proportions of a whole.

How to Create:

1. Select the Pie Chart visualization.

2. Drag a categorical field to the Legend.

3. Drag a numerical field to the Values.

4. Format the slices and add labels.


6. Donut Chart

Usage: Similar to a Pie Chart but with a hollow center.

How to Create:

1. Select the Donut Chart visualization.

2. Follow the same steps as the Pie Chart.

3. Adjust the inner radius in the Format pane.


7. Scatter Chart

Usage: Show relationships between two numerical variables.

How to Create:

1. Select the Scatter Chart visualization.

2. Drag one numerical field to the X-Axis and another to the Y-Axis.

3. Drag a third field to Size (optional) for bubble size representation.

4. Customize colors and data labels.

8. Bubble Chart

Usage: Similar to Scatter Chart but with size variation.

How to Create:

1. Select the Bubble Chart visualization.

2. Drag a numerical field to the X-Axis, Y-Axis, and Size fields.

3. Adjust opacity and colors as needed.


9. Treemap

Usage: Display hierarchical data using nested rectangles.

How to Create:

1. Select the Treemap visualization.

2. Drag a categorical field to the Group.

3. Drag a numerical field to the Values.

4. Adjust colors and labels.


10. Funnel Chart

Usage: Show stages in a process like sales pipeline.

How to Create:

1. Select the Funnel Chart visualization.

2. Drag a categorical field to the Group.

3. Drag a numerical field to the Values.

4. Adjust sorting and formatting.

11. Waterfall Chart

Usage: Track running totals with positive and negative values.

How to Create:

1. Select the Waterfall Chart visualization.

2. Drag a categorical field to the Category.

3. Drag a numerical field to the Values.

4. Customize connectors and totals.


12. Gauge Chart

Usage: Measure performance against a target.

How to Create:

1. Select the Gauge Chart visualization.

2. Drag a numerical field to the Values.

3. Add a Minimum, Maximum, and Target value.

4. Adjust needle color and thresholds.

13. Map Visuals

Usage: Display geographical data.

How to Create:

1. Select Map or Filled Map visualization.


2. Drag a location-based field (e.g., Country) to the Location.

3. Drag a numerical field to Size.

4. Customize map styles and colors.

14. Matrix

Usage: Show data in a tabular format with expandable rows/columns.

How to Create:

1. Select the Matrix visualization.

2. Drag fields to Rows, Columns, and Values.

3. Adjust formatting and expand/collapse settings.


15. Card Visual

Usage: Highlight a single KPI or metric.

How to Create:

1. Select the Card visualization.

2. Drag a numerical field to Values.

3. Customize font size and background.

16. KPI Chart

Usage: Track key performance indicators.

How to Create:

1. Select the KPI visualization.

2. Drag a numerical field to Indicator.


3. Drag a second field for the Target Goal.

4. Adjust formatting to highlight performance.

This guide provides step-by-step instructions to create and customize different chart types in
Power BI for effective data visualization.

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