Section 9 Utilizing PowerBI native visualizations
Clicking on any of the native visuals from the visualization pane will draw the visual on the report page.
The lower half of the visualization pane will be divided into 3 sections
Fields: (where you can drag and drop data to the right dimension)
Format: (to change the look and add conditional formatting)
Analytics: (extra set of tools that vary according to the type of the visual)
9.1 NYC TLC Dashboard design:
- Monthly dynamic view that can be filtered to weekly and daily views.
Header should contain:
- Logo
- Date controls
- Navigation buttons.
Body should contain:
- The requested 2 KPI tracking visuals. (conditional formatting)
- Revenue breakdown
- Daily performance chart
- Timings chart
- Status updates
- Explaining relation between distance and duration and Fare. (R & Python visuals)
9.2 Building our dashboard:
9.2.1 Header:
9.2.1.1 3 status update cards
Format :
Will be the same for all of them, only title is changing.
You can create one with the right format then copy and paste it.
You can use the format painter to apply the same format to multiple visuals.
General
Width: 200
Height: 116
Data label
Color: #666666
Display units: None
Value decimal: 0
Text size: 30
Font family: Segoe UI Light
Title
Font color: #666666
Background color: No fill
Text size: 15
Alignment: Center
font family: Segoe UI Light
Background
Color: #666666
Transparency: 84%
Border
Color: #CCCCCC
Radius: 4
Shadow
Color: #B3B3B3
Shadow position: Outside
Preset: Center
9.2.1.1.1 Total fare Amount (Card 1)
Title: Total fare
Field: nyc_taxi_21[Fare] -> sum
9.2.1.1.2 Pick ups Count (Card 2)
Title: Pick ups
Field: nyc_taxi_21[pickup_location] -> count
9.2.1.1.3 Passengers Count (Card 3)
Title: Passengers
Field: nyc_taxi_21[passenger_count] -> sum
9.2.1.2 1 Slicer
After Clicking on the slicer visual, click on the small arrow on the right top corner of the visual and choose droplist.
Format :
General
Outline color: #888888
Outline weight: 1
Width: 265
Height: 115
Selection Control
Multi-select with CTRL: Off
Data label
Color: #666666
Display units: None
Value decimal: 0
Text size: 30
Font family: Segoe UI Light
Title
Font color: #666666
Background color: No fill
Text size: 15
Alignment: Center
font family: Segoe UI Light
Background
Color: #666666
Transparency: 84%
Border
Color: #CCCCCC
Radius: 4
Shadow
Color: #B3B3B3
Shadow position: Outside
Preset: Center
We need to be able to group the data by the month name. To achieve this we need to create a Data group. Creating Data group can be achieved by selecting the needed column to be grouped from the Fields pane, then on the top tool bar new options will appear under name Column tools. Select Data groups and choose New data group.
Name: Months
Bin size: 1 - Months
Fields:
Field: [Calendar]Months
Field: [Calendar]Week of Month_name