Task: Create a report

If you have an older version of Power BI or are having difficulties, download the file below. Open the file and enter Power Query, using the "Transform Data" button. Then start the exercises at question 3.


Steps:

  1. Click on the box labelled "try a sample dataset". Note: If you do not see this option, you may be using an older version of Power BI. In that case, download the file from the top of this page which has this data pre-loaded.
  2. Select the "Financials" tables. Click "Transform Data" to enter Power Query.
  3. Add a conditional column. Name it "Profit Category". The logic should be: If Profit is greater than 25000 then High, else Low. This will return the word "High" whenever profit is over 25000, otherwise return the word "Low".
  4. Close and load the data to Power BI
  5. With Power BI Desktop open Turn on the Gridlines. Note: Typically the Gridlines feature is used with the option Snap to grid. The Snap to grid enables users to align objects directly to the gridlines. Feel free to try this option by ticking the checkbox for Snap to grid and then adding a visual to the report page.
  6. Turn on the Selection Pane
  7. Insert a Textbox onto the report page, and enter "Up and Running Report". Style it as desired. Position it at the top of the page as you would a title.
  8. Add a DAX Measure. Name it "Total Sales". The DAX should read: Total Sales = SUM(financials[ Sales])
  9. Add a DAX Measure. Name it "Total Profit". The DAX should read: Total Profit = SUM(financials[Profit])
  10. Add a Stacked column chart. Put the column Country in the X-axis, and the measure [Total Sales] in the Y-axis
  11. Add a Clustered bar chart graph. Put the column Product in the X-axis, and the measure [Total Profit] in the Y-axis. Add the column "Profit Category" to the legend
  12. Add a Line graph. Put the column Date in the X-axis, and the measure [Total Sales] in the Y-axis
  13. Resize and rearrage the visuals to make your report more appealing.
  14. Apply some formatting to you visuals to make them look as you desire.
Complete and Continue