Work with Power BI visuals

Slicers are ideal to do what?

-Visualize commonly used or important filters on the report canvas for easier access. -Simplify your ability to see the current filtered state without having to open a drop-down list. -Filter by columns that are unneeded and hidden in the data tables. -Create more focused reports by putting slicers next to important visuals.

Funnel charts are great to use in what contexts?

-When the data is sequential and moves through at least four stages. -When the number of items in the first stage is expected to be greater than the number of items in the final stage. -To calculate a potential outcome (revenue, sales, deals, and so on) by stages. -To calculate and track conversion and retention rates. -To reveal bottlenecks in a linear process.

What is a combo chart visualization?

A combination of a column chart and a line chart that can have one or two Y axes.

Explain the Fill map

A fill map uses shading, tinting, or patterns to display how a value differs in proportion across a geographical region.

Where can you find custom visuals and who are they created by?

Available in Microsoft AppSource are created by Microsoft and Microsoft partners

Explain the scatter chart visualization

Effective when you are comparing large numbers of data points without regard to time. The scatter chart has two value axes to show: one set of numerical data along a horizontal axis and another set of numerical values along a vertical axis. The chart displays points at the intersection of an X and Y numerical value, combining these values into single data points. These data points might be distributed evenly or unevenly across the horizontal axis, depending on the data. You can set the number of data points, up to a maximum of 10,000.

How can you verify that R has been enabled in the correct location?

In Power BI Desktop, select File > Options and settings > Options and then select R scripting in the Global options list. Verify that your local R installation is specified in the Detected R home directories drop-down menu and that it properly reflects the local R installation that you want Power BI Desktop to use.

How do you create an R visual?

Select the R visual icon in the Visualizations pane and then select Enable on the window that displays. You'll then see a placeholder R visual image on the report canvas, with the R script editor underneath. Next, in the Field panel, select the fields that you want to use in your script. They will display in the Values section in the Visualizations pane. You'll use the data in these fields to create a plot. select the fields, write the R script, and then select Run from the R script editor title bar.

Under formatting, if the general section is available, you'll be able to do what?

Set the precise size and place for your visual on your canvas.

Explain the Waterfall / Bridge chart visualization

Shows a running total as values are added or subtracted, which is useful in displaying a series of positive and negative changes. The chart consists of color-coded columns, so you can quickly identify increases and decreases. The initial and the final value columns often start on the horizontal axis, while the intermediate values are floating columns.

Explain the matrix visualization

The Matrix visualization looks similar to the table visualization; however, it allows you to select one or more elements (rows, columns, values) in the matrix to cross-highlight other visuals on the report page.

If you decide to use an R or Python visual, and you want to refresh the data in Power BI service, you'll need to do what?

Use a personal gateway

What are basic /bubble maps used for?

Used to associate categorical and quantitative information with spatial locations. This type of map visual displays precise geographical locations of data points on a map, as illustrated in the following image.

The background formatting option allows you to do what?

You can set any color or image as the background for the visual. If you plan to use an image as a background, try to select an image that won't have lines or shapes that would make it difficult for the user to read the data. It is best to keep a white background so the presented data can be clearly seen.

Do you need to import AppSource visuals each time you want to use them when you're developing a new report, not an existing report?

Yes, custom visuals only need to be imported once and can be pinned to Visualization pane for future use.

To use a KPI, you need what three pieces of information?

-A unit of measurement that you want to track, for instance total sales, number of employee hires, number of loans serviced, or number of students enrolled. -A goal for the measurement so that you can compare your progress with that goal. -A time series, for instance daily, monthly, or yearly.

Combo charts let you do what?

-Compare multiple measures with different value ranges. -Illustrate the correlation between two measures in one visual. -Identify whether one measure meets the target that is defined by another measure. -Conserve space on your report page.

A Treemap is ideal to visualize what?

-Large amounts of hierarchical data when a bar chart can't effectively handle the large number of values. -Proportions between each part and the whole. -The distribution pattern of the measure across each level of categories in the hierarchy. -Attributes, by using size and color coding. -Spot patterns, outliers, most-important contributors, and exceptions.

Scatter charts allow you to do what?

-Show relationships between two numerical values. -Plot two groups of numbers as one series of x and y coordinates. -Turn the horizontal axis into a logarithmic scale. -Display worksheet data that includes pairs or grouped sets of values. -Show patterns in large sets of data, for example, by showing linear or non-linear trends, clusters, and outliers. -Compare large numbers of data points without regard to time. -The more data that you include in a scatter chart, the better the comparisons that you can make.

The Q&A visualization consists of which 4 core components?

-The question box, where users enter their question and are shown suggestions to help them complete the question. -A pre-populated list of suggested questions. -An icon that users can select to convert the Q&A visual into a standard visual. -An icon that users can select to open Q&A tooling, which allows designers to configure the underlying natural language engine. When entering natural language queries with Power BI Q&A, you can specify the visual type in your query.

Waterfall charts can be used to do what?

-Visualize changes over time or across different categories. -Audit the major changes that contribute to the total value. -Plot your organization's annual profit by showing various sources of revenue to help determine the total profit (or loss). -Illustrate the beginning and ending headcount for your organization in a year. -Visualize how much money you earn and spend each month and the running balance for your account.

Why might you want to use a scatter chart instead of a line chart?

Because it allows you to change the scale of the horizontal axis.

Explain the Funnel Visualization

Displays a linear process that has sequential connected stages, where items flow sequentially from one stage to the next.

Explain the card visualization

Displays a single value: a single data point.

Explain the Treemap visualization

Displays data as a set of nested rectangles. Each level of the hierarchy is represented by a colored rectangle (branch) containing smaller rectangles (leaves). The space inside each rectangle is allocated based on the value that is being measured. The rectangles are arranged in size from top left (largest) to bottom right (smallest).

What is the multi-row card visualization?

Displays one or more data points, with one data point for each row.

When is using the card visualization ideal?

For visualizing important statistics that you want to track on your Power BI dashboard or report, such as total value, YTD sales, or year-over-year change.

When is it most useful/ideal to use funnel charts?

In business or sales contexts. For example, they are useful for representing a workflow, such as moving from a sales lead to a prospect, through to a proposal and sale.

How do you import a custom visual?

In the Visualizations pane, select the Get more visuals icon and then select Get more visuals. On the window that displays, locate and select the visual that you want to import and then select Add.

What do you need to do before creating a Python visual?

No prerequisites exist for creating a Python visual, so you can start right away

Explain bar and column chart visualizations

Present specific data across different categories in a stacked or clustered format. The stacked format will stack the information items on top of each other.

Explain the radial gauge chart

Radial gauges can be used to show the progress that is being made toward a goal or target, or they can show the health of a single measure.

What does it mean when a custom visual is certified?

The certified status means that the visual meets the Microsoft Power BI team code requirements; the visual is tested to verify that it doesn't access external services or resources and that it follows secure coding patterns and guidelines.

The custom visual is packaged as what?

The custom visual is packaged as a single Power BI Visual Tools (.pbiviz) file that you can import into Power BI Desktop.

Explain the line chart and area chart

The line chart and area chart visualizations are beneficial in helping you present trends over time. The basic area chart is based on the line chart, with the area between axis and line filled in. The main difference between these two chart types is that the area chart highlights the magnitude of change over time.

What is the difference between a pie chart and a donut chart?

The pie chart is a solid circle, whereas the donut chart has a center that is blank and allows space for a label or icon.

Explain the pie chart, donut chart, and treemap

They show you the relationship of parts to the whole by dividing the data into segments. From a data analysis perspective, these charts are not useful because interpreting the data that they present can be difficult. However, these charts are often used for aesthetic reasons due to the colorful segments that they display. These charts are best suited for illustrating percentages, such as the top five sales by product or country, or any other available categories.

Explain the shape maps

Uses colors to display relative comparisons of geographical regions. You can also use an ArcGIS map to display graphical information in a more interactive way.

How do you add a KPI visualization?

Visualizations > select the KPI icon (Box with red and green arrows) > enter the unit of measurement that you are tracking in the Indicator prompt > enter the goal under Target goals and select the time series from the Trend axis drop-down list

What is a table?

a grid that contains related data in a logical series of rows and columns. The table supports two dimensions and it can also contain headers and a row for totals.

What is the Slicer visualization?

a standalone chart that can be used to filter the other visuals on the page. Slicers provide a more advanced and customized way of filtering, in comparison to the Filters pane, which is suited to more basic filtering operations.

The Tooltips section under formatting allows you to do what?

add a customized tooltip that appears when you hover over the visual, based on report pages that you create in Power BI Desktop.

What does the Q&A visualization allow you to do?

allows you to ask natural language questions and get answers in the form of a visual. Helps you create visuals in the report, and it can also be used as a tool for consumers to get answers quickly.

How do you create a Python visual?

in Power BI Desktop by selecting the Python visual icon in the Visualizations pane. Select Enable on the window that displays, and then you'll then see a placeholder Python visual image on the report canvas, with the Python script editor underneath. select the fields, write the Python script, and then select Run from the Python script editor title bar.

To import an R or Python visual from AppSource, what do you need to do?

in the Visualizations pane, select the Get more visuals icon and then select Get more visuals. On the window that displays, locate and select the R or Python visual that you want to import and then select Add. The new visual icon will appear under the other visual icons in the Visualizations pane.

Before you create the R visual, you must do what?

install R on your local computer so that Power BI Desktop can run R scripts.

Key performance indicators (KPIs) are excellent in helping you do what?

track progress toward a specific goal over time.

The title formatting option allows you to do what?

you can add a title to the visual, if it does not have one, or edit the title, if it has one already. The aim of the title is to clearly describe what data is being presented in the visual. You can format the title by changing the text, text size, font, color, background, and alignment.

The Border formatting option allows you to do what?

you can set a border around the visual to isolate the visual from other elements on the canvas, which helps make it easier for the user to read and understand the data. You can change the border color and radius to be consistent with your color scheme.

In the Data colors section under formatting, what can you do?

you can set the colors that you want to use for the data values in the visual.

If you want to create your own custom visual, how would you go about it?

you can use the custom visual software development kit (SDK), which is an open-source tool based on NodeJS (JavaScript programming language) that is available on GitHub.