Putting the Visual in Power BI Visualizations
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Learn how to create Power BI visuals that help uncover trends and insights. See demos of how to achieve multiple results with a dynamic prompt, use conditional color coding and create visually rich report tooltips. View this on-demand webinar: https://senturus.com/resources/putting-the-visual-in-power-bi-visualizations Senturus offers a full spectrum of services in business intelligence and training on Power BI, Cognos and Tableau. Our resource library has hundreds of free live and recorded webinars, blog posts, demos and unbiased product reviews available on our website at: http://www.senturus.com/senturus-resources/.
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Putting the Visual in Power BI Visualizations
- 1. Putting the Visual in Power BI Visualizations 1
- 2. 2 Hundreds of resources Visit the Resource Library on the Senturus website to download this presentation and explore other assets: senturus.com/resources 2
- 3. Patrick Powers 3 •Trainer and Consultant Senturus, Inc. Michael Weinhauer Director Senturus, Inc. Introductions
- 4. Agenda • Introductions • Reports vs. visualizations • Moving beyond text • Making data useful • Targeted formats • Demo • Senturus overview • Additional resources • Q&A 4
- 5. Enjoy the full webinar presentation This slide deck is from the webinar Putting the Visual in Power BI Visualizations To view the FREE video recording and download this deck, go to https://senturus.com/resources/putting-the-visual-in- power-bi-visualizations 5
- 6. 6 Reporting vs. visualizations 6 • The difference between looking at data and seeing data • Reports can be an overload of numbers losing meaning • Visualizations can help showcase patterns and trends
- 7. Moving beyond text 7 Overloading a user with text results takes away from the message of the data.
- 9. Making data useful 9 • Number one success factor of any tool, is user acceptance and use • Information needs to be: • Relevant • Accurate • Timely • Well-understood
- 10. 10 Targeted formats 10 • Knowing the end user, helps determine the visualization format • Let the data guide the final form of the visualization
- 11. Power BI - demo 11
- 12. Like what you see? To view the video recording and download the slide deck go to https://senturus.com/resources/putting-the-visual-in- power-bi-visualizations Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus-resources/ 12
- 13. New Power BI class Creating Reports & Visualizations, Intermediate & Advanced Instructor-led online class Learn how to truly enhance analytics capabilities and harness the power of the Power BI solution. December 17, 2020 https://senturus.com/?p=12967 13
- 14. The authority in business intelligence 14 Exclusively focused on BI, Senturus is unrivaled in its expertise across the BI stack.
- 15. Decisions and actionsBusiness needs Bridging the data and decisioning gap 15 Analysis-ready data
- 16. Full spectrum BI services •Dashboards, reporting and visualizations •Data preparation and modern data warehousing •Hybrid BI environments (migrations, security, etc.) •Software to enable bimodal BI and platform migrations •BI support retainer (expertise on demand) •Training and mentoring 16
- 17. A long, strong history of success •19+ years •1300+ clients •2500+ projects 17
- 18. Expand your knowledge 18 Find more resources on the Senturus website: senturus.com/senturus-resources
- 19. Upcoming event •Snowflake: 7 Tips for Cost-Effective Performance • Get to know Snowflake and its advantages for Power BI and Tableau • Thursday, Nov. 12, 2020, 11am PT/2pm ET • https://senturus.com/?p=12897 19
- 20. Complete BI training 20 Instructor-led online courses Self-paced learning MentoringTailored group sessions
- 21. More additional resources 21 Insider viewpointsTechnical tipsUnbiased product reviews Product demos Upcoming eventsMore on this subject
- 22. © 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc. www.senturus.com 888 601 6010 info@senturus.com Thank You
Editor's Notes
- The first question we usually get is “Can I get a copy of the presentation?” Absolutely! It’s available on Senturus.com. Select the Resources tab and then Resources Library. Or you can click the link that was just posted in the GoToWebinar Control panel. Be sure to bookmark the resource library. It has tons of valuable content addressing a wide variety of business analytics topics.
- Joining us today is…..Patrick Powers Patrick has 20 years of experience in business intelligence and data analytics. He is a Tableau Certified Associate and a Cognos expert whose product experience goes back to version 6. He is also versed in Actuate, Hyperion and Business Objects. His certifications include multiple programming languages, including Java and C++, and database certification (MS SQL).
- Let’s start with a fundamental concept – what is the difference between a “report” and a visualization? Seems a simple question. But so many struggle with it. Depending on your experience, when some people think of reports, they think of old style greenbar reports coming off a line printer. But that doesn’t work in today’s business intelligence landscape. Users need access not only to what happened, but what WILL happen. They need to quickly spot outliers and trends in data. They need to be able to ask what if and immediately see the results. Users are doing more work than ever with less time to do it in. Scrolling through hundreds or thousands of rows of data is not feasible. They need to be able to see the data and make this promise of “visual data” a reality. This of course falls on you as the Power BI developer and creator.
- Users have to be able to quickly get to what they need. For many Power BI users, their background isn’t design or even reporting. For many, it’s database architecture or programming. Power BI needs people with those skills for sure, especially when more complex DAX calculations or tricky data relationships come into play. That doesn’t mean that design or aesthetics should take a back seat to a well defined output. Take a look at this example. Is there anything wrong with the ‘report’ on the left? No, of course not. For developers (be they traditional programmers or advanced Excel developers), this is more than sufficient to meet the business requirements of a report that shows sales by country per year. However, we have to ask ourselves, is it useful? Will my user be able to quickly see which country sold the most and in what year? The visualization on the right is the same dataset, but presented in a visual format that highlights our data much more effectively. The developer mindset doesn’t work at the user level. Remember, most people creating workbooks with Power BI aren’t creating them for themselves, but other people. In many cases, these are non-technical, non-data centric people as well. Which adds to the challenge of giving them not only what they want, but what they NEED to get to their answers.
- As said previously, you’re probably not building visualizations for yourself. These are going out to a variety of persons in your organization. All of whom consume data in different ways. Take a look at the images shown here. First we have a funnel visualization, perfect for anyone dealing with data in a flow or stepped process situation. Next to that is a detailed box plot showing discount analysis by region. VERY different users for both of these. As well each targeted user having different ways of interacting. A sales manager may log in to quickly to see what their pipeline is looking like for the month. They will want the data fast, simple, and highlighting potential issues. Whereas the box plot user may want to perform what if scenarios to see how different levels of discount may impact things moving forward. Add to this marketing users, executive dashboards, operations users, HR users – the list goes on – and each of these will have very different needs in how they consume and interact with data. It’s up to you as the developer to meet these needs. You’re not going to accomplish that by consistently using tables and matrix objects. Think beyond the numbers and think about the impact of the data on your organization. Let the data guide you to the right visualization. Would we use the boxplot for the data on the left? No, it’s not appropriate not only for the end user, but the data itself. Power BI comes with a multitude of built in visualizations as well as a marketplace with many more. You can create your own if needed. For every user type and need, there’s something more than a table or a matrix available.
- For any tool, business intelligence or otherwise, the number one success factor is users use it. Plain and simple. To meet this goal data needs to be presented that is relevant, accurate, timely, well-understood, and in a familiar interface. In short, we need to give users the right information, from the right time, and in the right format. With Power BI visualizations, we can focus on the right format. Hopefully our infrastructure has provided us with clean, relevant data, for the right time period, leaving us as developers to focus on making it well understood. Through good clean visualizations, simplified design layouts, good color schemes, effective use of tooltips and bookmarks, all of these things bring us one step closer to our goal.
- As said previously, you’re probably not building visualizations for yourself. These are going out to a variety of persons in your organization. All of whom consume data in different ways. Take a look at the images shown here. First we have a funnel visualization, perfect for anyone dealing with data in a flow or stepped process situation. Next to that is a detailed box plot showing discount analysis by region. VERY different users for both of these. As well each targeted user having different ways of interacting. A sales manager may log in to quickly to see what their pipeline is looking like for the month. They will want the data fast, simple, and highlighting potential issues. Whereas the box plot user may want to perform what if scenarios to see how different levels of discount may impact things moving forward. Add to this marketing users, executive dashboards, operations users, HR users – the list goes on – and each of these will have very different needs in how they consume and interact with data. It’s up to you as the developer to meet these needs. You’re not going to accomplish that by consistently using tables and matrix objects. Think beyond the numbers and think about the impact of the data on your organization. Let the data guide you to the right visualization. Would we use the boxplot for the data on the left? No, it’s not appropriate not only for the end user, but the data itself. Power BI comes with a multitude of built in visualizations as well as a marketplace with many more. You can create your own if needed. For every user type and need, there’s something more than a table or a matrix available.
- Today we will be doing three demos, time allowing. In these demos we will show you how adding some simple visual features and effects can make a huge difference towards user satisfaction and acceptability. In these demos we will: Leverage DAX to create a multiple measure visualization allowing users to get more in less space Create hover over tooltips to once more provide greater detail in a condensed footprint Conditionally format data with DAX to help users quickly see trends and patterns
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