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Data & Digital Scholarship Tutorials

Workshop Description

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

The following functionality will be covered:

  1. Working with local spreadsheets
  2. Creating visualization objects using default tools
  3. Importing tools from the Microsoft Appstore Marketplace
  4. Columns & Measures
  5. Publishing and Sharing (*Faculty/Staff Only*)

 

We will use the following three examples:

  1. Median home sale prices by month from March 2008 - December 2019.
  2. All tweets by Donald Trump from May 2009 - January 2020
  3. Demographic data of male contestants from The Bachelorette, seasons 11-15.

Power BI Workshop

Click Here for Workshop Schedule

(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)

 

  • Data Visualization
  • Text Data Mining
  • Python Data Scripting
AND
Pick any One Category Below, Take at Least Two Workshops from That Category:

 

(Total of 2)

  • Research Data Management
  • Finding Secondary Data

 

* 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.

 

OR

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:

  • Selection Controls
    • Uncheck Multi-select with Control

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

 

Create a data report using the demographic data of male contestants from The Bachelorette, seasons 11-15.

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