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Interactive Data Reports & Dashboards

Building reports and dashboards using Microsoft Power BI and Tableau Public

Overview

Data Librarians Joshua Been and Millicent Weber will lead two hands-on exercises to build interactive reports and dashboards using Microsoft Power BI and Tableau Public.

Homework: Share a Tableau Dashboard Visualizing Student-Generated Form Data

Submit a URL to a dashboard published on Tableau Public visualizing the data that the students from both sections of DSC 4320 (Spring 2025)

Steps:

  1. Download here[
  2. OPTIONAL] Clean & transform data (using Excel, Python, anything you are familiar with)
  3. Navigate to Tableau Public: https://public.tableau.com/ and log in
  4. Under Create, select Web Authoring
  5. Load data
  6. Create one tab (Sheet) per visual
  7. Create a dashboard and arrange visuals
  8. Add a Text object for a title
  9. Publish
  10. Share URL

Tableau Exercise

Tableau Public is a free online platform that lets users create, explore, and share data visualizations. It also has a large collection of data visualizations that users can learn from.

Does a nation's economic prosperity (GDP per capita) significantly influence its success in the Olympic Games (total medals), and how does this relationship differ between Summer and Winter Olympics?

Workflow Phase Item
Data Source https://libguides.baylor.edu/ld.php?content_id=80079129
Data Model
One Visual per Tab

Let's start with the following:

  • Map visual showing GDP per country
  • Change map colors to number of Summer Olympics medals per country
  • Add a filter for Year
Mini-Quiz! Only show counts by gold medal.
What Other Visualizations to Address Research Question?

Any of the following make sense here?

  • Bar Chart
  • Scatter Plot
  • Packed Bubbles
  • Table
Parameters & Calculated Fields

Let's create a filter for Summer or Winter Olympic medal counts.:

  • Parameter to hold options for All, Summer, Winter
    • Calculated Field to serve as a dynamic field that will adjust based on the Parameter.
    • We will use Logical Calculations.
Mini-Quiz #2! How would we adjust the Calculated Field to instead show medals per capita?
Dashboard & Publish

Combine sheets into a dashboard and publish.

 

To make full screen, replace URL parameter (? and succeeding string) with the following:

?:embed=y&:display_count=no&:showVizHome=no#1

 

Power BI Exercise

Power BI, which stands for "Power Business Intelligence," is a Microsoft software suite that allows users to connect to various data sources, transform and analyze the data, and visualize it through interactive dashboards and reports, essentially turning raw data into actionable insights for business decision-making; it's considered a powerful tool for business intelligence (BI) with user-friendly features for both technical and non-technical users alike

Workflow Phase Item
Data Source

Excel Sheet

https://baylor0-my.sharepoint.com/:x:/g/personal/joshua_been_baylor_edu/Edb1R5qirz1MjqH5gMQrHlQB-sEe1R_Kj_ou-vwfRGkq0g?e=rfX2aB

Download & connect via local Excel Workbook

Preview & Explore via Visuals (optional step for learning)
Power Query
  • Any sensitive columns can be removed for security
  • Ensure columns are coded as the correct type
  • Process multi-select Pets column
    • Duplicate table
    • Remove all rows except for Id and Pets
    • Split
    • Unpivot
      • Trim
Power BI Data Model Set one-to-many cardinality from Id to Id, filtering in both directions.
Power BI Report
  • Build with default visuals
  • Create a simple calculated column to concatenate "Student " & Sheet1[Id]
    • Explore custom visuals (i.e., word cloud, sankey)
Publish to Service All preceding steps and including this step are fully supported using the free version of Power BI. The following rows require Professional license.
Set Refresh
  • Enter update credentials
  • Specify refresh schedule
Share Share Publicly

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