Guides: Data &amp; Digital Scholarship Tutorials: Power BI

Workshop Description

This workshop will guide researchers through the basics of developing data reports using Microsoft Power BI.

The following functionality will be covered:

We will use the following three examples:

(1) Take Workshops, (2) Pass Quizzes, (3) Become a Data Scholar

Interested in becoming a Data Scholar?

Takes only six workshops!

Pick any Two Categories Below, Take at Least Two Workshops from Each of Those Categories: (Total of 4)

AND

Pick any One Category Below, Take at Least Two Workshops from That Category:

(Total of 2)

* Workshops are offered every semester. No need to fit all 6 in one semester. Become a Data Scholar at your own pace.

* Becoming a Data Scholar is not mandatory. Take any workshop you like.

Excel Shared via Sharepoint
Click File and then download a copy to your computer.

Click Get Data and select Excel

Browse and select the downloaded PBI_Workshop.xlsx

Select the HomeSales_Unpivoted table

Click Load

Fields now appear on the right

Add a table showing State and Average sales per State
Adjust Sales from Sum to Average (or Median if you wish)
Change table to a pie chart Then to Tree Map
Explore Tree Map settings Adjust colors using the Switch Theme button
Format prices as currency Switch to the Data View Select Average-Sales Click Modeling at the top Click Dollar sign Select $ English (US) Back to Report View While we are here, set the default summarization to Average
Add Map Drag StateName to Location Drag Average-Sales to Size Adjust Average-Sales to Average
Adjust Map Settings Data Colors Map Controls Map Styles Heat Map (if heat map, redo colors, increase to 50 pixels)

Add a new slicer

Set the slicer to Region

Modify Settings:

Add second slicer for the Year-Month

To adjust to filter by year, set Year-Month to Date Hierarchy

Click From Marketplace to add custom visuals
Search for slicer Add the Chiclet Slicer Change Region Slicer to a Chiclet Adjust Chiclet Settings General: Columns to 1
Back in Marketplace Search again for Slicer Add the Timeline Slicer Change Date slicer to a Timeline Slicer
Click Y on the slicer to change to year increments Then in settings, uncheck Granularity ** If the slicer is not working, re-drag Year-Month to Time
Add a Card for Cumulative Average of Sales

Add a line chart showing average sales by year and region

Add a New Page
Import the Tweets1 Table
In the Marketplace, add the Word Cloud custom visual Create a Word Cloud and drag Content to category
In Word Cloud Settings: Ensure Stop Words are turned on and within Stop Words, enable Default Stop words. To add additional stop words, enter them in the text box separated by spaces. Suggested Stop Words: realdonaldtrump trump com http bit ly tinyurl donald
Add a new column	Formula: Year_Month = CONCATENATE(YEAR(Tweets1[date]),SWITCH(MONTH(Tweets1[date]),1," Jan",2," Feb",3," Mar",4," Apr",5," May",6," Jun",7," Jul",8," Aug",9," Sep",10," Oct",11," Nov",12," Dec"))
Create Card visual with Year_Month
From marketplace, add the Play Axis (Dynamic Slicer) Add it to the report Drag date to Field Click the pitchfork down-arrows twice to drill-down to year, quarter, month