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Week 7 - Session 1

This document outlines the learning objectives for a session on data visualization and dashboard design, focusing on frameworks, best practices, and tools in Power BI. It emphasizes the importance of dashboards for consolidating data, tracking metrics, and facilitating decision-making. Additionally, it provides guidance on building and formatting charts within Power BI, including contextual menus for customization.

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giang25092k2
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56 views17 pages

Week 7 - Session 1

This document outlines the learning objectives for a session on data visualization and dashboard design, focusing on frameworks, best practices, and tools in Power BI. It emphasizes the importance of dashboards for consolidating data, tracking metrics, and facilitating decision-making. Additionally, it provides guidance on building and formatting charts within Power BI, including contextual menus for customization.

Uploaded by

giang25092k2
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Visualizing data with dashboard – Part 1

Week 7 – Session 1
Learning Objectives
1. Review frameworks and best practices for visualizing data and designing
effective reports and dashboards.

2. Explore tools and techniques for inserting, formatting and filtering visuals in
the Power BI Report view.

2
Three Key Questions

3
Three Key Questions

4
Three Key Questions

5
Three Key Questions

6
Analytics Dashboard
Dashboards are analytics tools designed to consolidate data from multiple sources, track
key metrics at a glance, and facilitate data-driven storytelling and decision making.

7
Dashboard Design Framework

8
Sketching The Dashboard Layout

GOALS: PB Report View:


1. Track KPIs 1. Executive Dashboard
2. Compare regional performance 2. Geospatial page
3. Analyze product-level trends 3. Product detail page
4. Identify high-value customers 4. Customer detail page

9
The Report View

10
Practice: Cards

11
Practice: Cards (Solution Preview)

12
Building & Formatting Charts
The Build menu allows you to change the visual
type, auto- suggest visuals, and add data to
customize chart components (x-axis, y-axis,
legend, tooltips, etc.)
• This is a contextual menu, so you will only see
options which are relevant to the selected
visual.
• You can build visuals by either inserting a
specific chart type and adding data, or by
dragging a field from the Data pane onto the
canvas.

13
Building & Formatting Charts

The Format menu allows you to quickly


add common chart elements (title, axis
labels, data labels, legends, etc.) and
access additional options and properties in
the Format pane
• This is a contextual menu, so you will
only see options which are relevant to
the selected visual

14
Building & Formatting Charts

Enable on-object formatting by double-


clicking the chart object (or right-click >
format), which allows you to select and
edit individual chart elements
• On-object formatting is only available for
certain visuals (bar, column, line, area,
combo & scatter)

15
Practice: Line Charts

16
Practice: Line Charts (Solution Preview)

17

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