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Power BI -

Custom Visuals - The Basics

 

 

When to Use and How to Create Basic Charts and Graphs

Area charts:

Basic (Layered) and Stacked

 

When to use a basic area chart:

 

  • to see and compare the volume trend across time series

  • for individual series representing a physically countable set

 

How-to Tutorial

 

Funnel Chart

 

Funnels help visualize a process that has stages and items flow sequentially from one stage to the next.  Use a funnel when there is a sequential flow between stages, such as a sales process that starts with leads and ends with purchase fulfillment.

 

How-to Tutorial

 

SOURCE: MICROSOFT.COM

KPI

 

When to use a KPI:

 

  •  to measure progress (what am I ahead or behind on?)

  •  to measure distance to a goal (how far ahead or behind am I?)

 

How-to Tutorial

 

Scatter and Bubble Charts

 

When to use:

 

  • to show relationships between 2 (scatter) or 3 (bubble) numerical values.

  • to plot two groups of numbers as one series of xy  coordinates.

  • instead of a line chart when you want to change the scale of the horizontal axis

  • to turn the horizontal axis into a logarithmic scale.

  • to display worksheet data that includes pairs or grouped sets of values. In a scatter chart, you can adjust the independent scales of the axes to reveal more information about the grouped values.

  • to show patterns in large sets of data, for example by showing linear or non-linear trends, clusters, and outliers.

  • to 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.

 

How-to Tutorial

 

Combo Charts

Line and Stacked Column and Line and Clustered Column

 

When to use a Combo Chart:

 

  • when you have a line chart and a column chart with the same X axis.

  • to compare multiple measures with different value ranges.

  • to illustrate the correlation between two measures in one visualization.

  • to check whether one measure meet the target which is defined by another measure

  • to conserve canvas space.

 

How-to Tutorial

 

Doughnut Chart

 

Doughnut charts are similar to Pie charts. They show the relationship of parts to a whole.

 

How-to Tutorial

 

Gauge Charts

 

When to use a radial gauge:

 

  • show progress toward a goal.

  • represent a percentile measure, like a KPI.

  • show the health of a single measure.

  • display information that can be quickly scanned and understood.

 

How-to Tutorial

 

Basic Maps

 

Used to associate both categorical and quantitative information with spatial locations.

 

How-to Tutorial

Tables

 

When to Use Tables

 

  • to see and compare detailed data and exact values (instead of visual representations)

  • to display data in a tabular format

  • to display numerical data by categories

 

 

How-to Tutorial

 

Treemaps

 

  • display large amounts of hierarchical data.

  • when a bar chart can't effectively handle the large number of values.

  • show the proportions between each part and the whole.

  • show the pattern of the distribution of the measure across each level of categories in the hierarchy.

  • show attributes using size and color coding.

  • spot patterns, outliers, most-important contributors   and exceptions.

 

How-to Tutorial

 

Big Number TIle

 

 

Sometimes a single number is the most important thing you want to track in your Power BI dashboard, such as total sales, market share year over year, or total opportunities.

 

 

How-to Tutorial

 

 

Slicer

 

When to use:

 

  • to display commonly-used or important filters on the report canvas for easier access.

  • to make it easier to see the current filtered state without having to open a drop-down list to find the filtering details.

  • when you want to hide columns you don't need but still be able to use them to filter - this makes for narrower, cleaner tables.

  • to create more focused reports - since slicers are floating objects you can put them next to the interesting part of the report you want your users to focus on.

 

How-to Tutorial

 

 

 

Stand Alone Image

 

 

Add image, text, video, and more to your dashboard

 

 

How-to Tutorial

 

 

 

 

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