Power BI - Customising your Visuals Tutorial

In this video, you will learn about customizing your visuals using Microsoft 365. The video covers the various tools and features available in the Microsoft 365 suite for creating and editing visuals.
You will discover how to personalize your visuals in applications like Word, Excel, PowerPoint, and Power BI.
This will help you enhance your presentations, reports, and data visualizations, making them more engaging and impactful.

2:58
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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on customizing visuals in Power BI, detailing the various options available for data summarization, filtering, and formatting to enhance data presentation and analysis.

Chapitres :

Introduction to Customizing Visuals in Power BI
Customizing visuals in Power BI is essential for effective data presentation. This guide will walk you through the steps to modify visuals based on your data needs, ensuring that your reports are both informative and visually appealing.
Understanding the Visualizations Pane
The Visualizations Pane is a crucial component in Power BI that allows users to customize their visuals. The number of available buckets in this pane changes depending on the type of visual selected. By hovering your mouse over a bucket, you can access additional information about the data it contains.
Data Summarization Techniques
Power BI automatically summarizes values in a field. To customize how these values are summarized, you can click the arrow next to a field name and select the desired summarization method. This can be done in the Fields pane under the Modeling tab, where you can also adjust formatting options such as monetary or percentage symbols.
Filtering Data
In the Filter section, you can drag multiple fields into a single bucket. This allows for more refined data analysis. For example, you can filter to display only sales data for the fourth quarter, enhancing the focus of your visual.
Display and Aspect Editing Options
To edit the display aspects of a visual, select the visual and activate the options in the Visualizations pane. You can change colors, formatting, and other visual properties. Each visual type offers different customization options, allowing for tailored presentations.
Customizing Visual Borders and Titles
You can create a border around your visual and specify its color. Additionally, you can customize the visual title and background to improve clarity and aesthetics.
Positioning and Sizing Visuals
In the General section, you will find options for positioning and sizing your selected visual. Proper alignment and size adjustments can significantly enhance the overall layout of your report.
Adding Reference Lines
For certain visuals, you can define a constant line, also known as a reference line. To add this, select the Analytics pane, navigate to the Line section, and click on Add. You can set the value, color, style, and position of the line, as well as include a data label for clarity.
Utilizing Additional Analytics Lines
The Analytics pane also provides options for adding various lines such as minimum, maximum, average, median, and percentile lines. These tools help in providing deeper insights into your data.
Conclusion
Customizing visuals in Power BI is a powerful way to enhance data analysis and presentation. By utilizing the various options for summarization, filtering, and formatting, users can create impactful reports that effectively communicate insights.

FAQ :

What is the Visualizations Pane in Power BI?

The Visualizations Pane in Power BI is where users can select and customize different types of visual representations of their data, allowing for a tailored data analysis experience.

How do I summarize data in Power BI?

In Power BI, data can be summarized by selecting a relevant field in the Fields Pane and choosing a summarization method from the options available in the Modeling tab on the ribbon.

What are buckets in Power BI?

Buckets in Power BI are categories or containers that hold data fields for visualization. Users can drag and drop fields into these buckets to organize and display their data effectively.

Can I customize the colors of my visuals in Power BI?

Yes, Power BI provides many options to change the colors and formatting of visuals. These options can be accessed in the Display and Aspect Editing Options section.

What is a constant line in Power BI?

A constant line in Power BI is a reference line that represents a fixed value on a visual. Users can customize its color, style, and position to enhance data interpretation.

How can I apply filters to my data in Power BI?

To apply filters in Power BI, navigate to the Filter Section and drag the desired fields into the filter buckets. You can then select specific filter options to display only the relevant data.

Quelques cas d'usages :

Sales Performance Analysis

A sales manager can use Power BI to visualize quarterly sales data by creating a bar chart in the Visualizations Pane. By summarizing the sales figures and applying filters for specific regions, the manager can quickly identify trends and areas for improvement.

Financial Reporting

An accountant can utilize Power BI to create financial reports by customizing visuals to display monetary values. By using formatting options, they can present data in a clear and professional manner, making it easier for stakeholders to understand financial performance.

Customer Insights Dashboard

A marketing analyst can build a dashboard in Power BI to track customer engagement metrics. By using the Analytics Pane to add constant lines for average engagement levels, they can visually assess performance against benchmarks.

Project Management Tracking

A project manager can leverage Power BI to monitor project timelines and budgets. By filtering data to show only the current project's status and using percentile lines to indicate progress, they can effectively communicate project health to stakeholders.

Operational Efficiency Monitoring

An operations manager can apply Power BI to visualize operational metrics. By summarizing data and customizing visuals, they can identify bottlenecks in processes and make data-driven decisions to enhance efficiency.

Glossaire :

Visualizations Pane

A section in Power BI where users can select and customize different types of visual representations of data.

Buckets

Categories or containers in Power BI that hold data fields for visualization purposes. Users can drag and drop fields into these buckets to organize data.

Summarization

The process of aggregating data values in Power BI, where the software automatically adds up values of a field to provide a summary.

Fields Pane

A section in Power BI that displays all the data fields available for use in reports and visualizations.

Formatting Options

Settings in Power BI that allow users to change the appearance of data, including symbol types (monetary, percentage, etc.) and other visual properties.

Filter Section

A part of Power BI where users can apply filters to their data visualizations, allowing them to display specific subsets of data.

Display and Aspect Editing Options

Settings in Power BI that enable users to modify the visual aspects of a chart or graph, including colors, formatting, and layout.

Constant Line

A reference line in a Power BI visual that represents a fixed value, which can be customized in terms of color, style, and position.

Analytics Pane

A section in Power BI that provides analytical tools and options for adding reference lines and other statistical indicators to visuals.

Percentile Lines

Lines in Power BI visuals that indicate specific percentiles of the data, helping users understand the distribution of values.

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you can begin to customize them.

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Depending on the type of visual selected,

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the number of available buckets in the Visualizations Pane will change.

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If you look at it more closely, you will notice

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that each bucket contains a piece of information.

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You will get more information by hovering your mouse over a bucket.

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Note that you can drag several files into one bucket

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as long as the data is logically connected.

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As a general rule, Power BI automatically adds up the values of a field,

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but you can adjust the way these values are summarized

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by clicking on the down arrow to the right of a name

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and then choosing the method to use to summarize the values.

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You can also select the relevant field in the Fields pane

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and use the various options under the Modeling tab on the ribbon,

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such as the Formatting Options for data and data properties.

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You can then change the symbol type; monetary, percentage, etc.,

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and the way Power BI must summarize the data.

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Similarly, in the Filter section,

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you can drag several fields into one bucket.

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When you click on one of the filters,

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other filter options will be displayed.

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For instance, I can choose to display only sales for the fourth quarter.

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Now let's look at the Display and Aspect Editing Options.

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To begin, select the visual and then

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in the Visualizations pane, activate the Format pane by clicking on the paintbrush icon.

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Many options are available to change the colors or formatting of a visual.

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These options vary from one visual to another.

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You can then enable, disable and customize each of these options

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such as the legend, detail labels,

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visual title and background.

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You can also change the colors of each data item,

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create a border around the visual and specify what color this border should be.

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In the last section entitled General,

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you will find positioning and size options for the selected visual.

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Another very practical process is available for certain visuals

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such as histograms.

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It consists in defining a constant line sometimes called a reference line.

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To do so, select the Analytics pane

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and then develop the Constant Line section and finally click on Add.

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You can then define the constant line value

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and define its color, style and position

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and you can even include a data label.

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Finally, you will find several other lines in the Analytics pane

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such as the min, max, average,

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median and percentile lines.

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