Class Introduction
This was a Power BI training session focused on data modeling and visualization techniques. The instructor guided participants through creating a date table, configuring themes and customizing visual elements, and building an executive dashboard with multiple visualizations including pie charts, line charts, bar charts, and gauge cards. Students practiced creating slicers for filtering data and learned about formatting options using the format painter tool. The session covered best practices for report design, including proper layout with logos, titles, and professional borders. Participants worked on creating an executive dashboard with Northwind Traders sample data and learned how to use format painter to apply styling across multiple visuals. The instructor emphasized the importance of configuring visual themes according to company brand guidelines and explained how to use format painter to avoid individual formatting for each visual element.
Data Modeling Practices Discussion
The team discussed data modeling practices, with Marwa requesting documentation on data modeling concepts including dimensions and facts, which the instructor agreed to provide. Arpitha shared her progress on data modeling for FMCG category and trade marketing data, and asked about creating a date table, confirming that using an existing calendar with properly formatted non-repeating date columns is acceptable as long as it's marked as a date table in the data model.
Power BI Date Table Setup
The team provided technical assistance to Jayson regarding setting up a date table in Power BI. Team members guided Jayson through the process of copying a date formula, changing the date range from 2026 to 2013, and marking the table as a date table with calendar options. They helped Jayson connect the order date and other required dates to the date table by dragging and dropping the columns.
Power BI Date Visualization Training
The team discussed creating a date table to unify date columns and enable time intelligence-related formulas. They then worked on creating a pie chart visualization in Power BI, with instructions to open a new page, insert a pie chart, and drag and drop category name and net sales data from the order details. The team was guided on how to change themes and customize visual appearances in Power BI.
Related Offerings
Power BI Brand Customization Training
The team discussed customizing Power BI visualizations to align with company brand guidelines. They explained how to configure theme colors using hex codes and font families according to organizational standards. The team then guided Marwa through creating a dashboard layout, starting with adding a title using shapes and formatting the text properties. They also demonstrated how to add an image box for a company logo and navigate the style options in Power BI.
Report Image and Slicer Formatting
The team discussed how to insert and format images in a report, including adjusting styles and borders using the format options. They learned to create and clone slicers, with the goal of creating at least 6-7 slicers to filter data by different dimensions like country, month, employee, and product name. The instructor guided participants through the process of selecting fields for each slicer and explained how to align multiple slicers properly using the format and align buttons.
Date Slicer Implementation Guidance
The team provided guidance to Sheikh and Marwa on adding a date slicer to their report, including how to insert it, format it, and add a visual border for a professional appearance. The team explained that visual borders can be enabled through the size and style options in the format menu. At the end of the session, the team discussed how to set margins in the report, explaining that while there's no direct margin setting, they can use lines from the shapes menu to create effective margins.
Chart Creation and Margin Settings
The team discussed house application margins and confirmed there is no manual margin control option, with the margin being auto-calculated. They then provided step-by-step instructions for creating line charts and clustered column charts in a presentation, including how to select data fields like net sales and order date, and how to properly insert and size the charts. The team demonstrated the process of creating comparative visualizations showing both gross sales and net sales in bar charts.
Power BI Visualization Training
The team discussed various chart types in Power BI, including line charts, bar charts, and gauge charts. They learned how to format visuals using the format painter tool and how to add borders to charts. The instructor demonstrated how to create an executive dashboard with slicers and confirmed that multiple selections can be enabled using the control button. Arpitha asked about adding commas to gauge values, and the team learned they can adjust display units and formatting options to achieve the desired output. The session concluded with plans to continue detailed visualization training on Wednesday at 7 PM, which will run until 9:30 PM.
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