Join Gini von Courter for an in-depth discussion in this video Creating and arranging visualizations, part of Learn Microsoft Power BI Desktop: The Basics.
- [Voiceover] If you've been working along with me in this course, then this file is a file that you would have created probably saved under the name CountriesAndPopData. This is our big merged file with all of the information about countries, population, and population growth and we are going to use it to create some visualizations. Click Report so that you can open Report and that's what we have here, an open canvas. There are multiple pages that are passable.
You can add a page just like that. You can copy a page that already exists. You can point to a page and click the X to remove it. And it notes that if you save the report after deleting the page, when the report saved, that page will be deleted on the synchronization. If I want to create a visualization, there are a number of ways to do it. So, here on page one, if I wanted, for example, to work with CountriesAndPopulationData, that's right here, where we have the continents, for example.
I'm going to click Continent. So far, not much. And then I'm going to click Percent of world population. So, you might wonder what is it creating. It's creating a map. That's the visualization that it's choosing. And I have a number of things going on, so it's taking a minute to get here, but I can say, "You know, I just assume we have a table." That table happens very quickly. Teeny, tiny text. I have access to formatting, so I can choose to increase the text size and I'm going to do that just so we can see it more easily on the screen.
I'm going to stretch this table visualization out so we have more space. Notice that it has handles, very easy to size and resize. When it gets too small in any dimension, it adds scrollbars, and there we go. We can close that area up. If I don't wanna have a title in this one, it doesn't, it's off, if I turn Title on, there'll be a space for me to add a title, which I can do right here. So I can say Population by Continent because that's where we're going.
Notice that I have the ability to center the title, if I wish, to change its size as well and to change its color. The font color here for the title is gray. If I wanted yellow, for example, easy enough to do. Not easy enough to read on that white background though, so I'll just choose a nice blue color. Now, what I'd like to do is add the population. There we go. Just that simple. If I wanna sort this, I have sorting buttons.
Just click on the headers. Population, sort in order by continent. Make this a little smaller, if I wish. Like that, it looks good. Anything else I might wanna do here? I can change the background color for this particular visualization. It's set to white right now, but if I wanted, I could put, for example, light yellow behind it. I can turn the background off very easily, set the level of transparency if I choose a color.
I can lock the aspect ratio so that if I change, for example, the length, the height will change at the same time. Notice those items are not on by default. I can turn any of these things off with a single click. There goes my background. There goes my title. If I bring the title back, it will not have the formatting. The title is simply removed. So, if you're going to modify things, like the title, it's not a bad idea to do that towards the end because otherwise, you really have to go in and refresh it.
There's our very first visualization, a table visualization, very easy. Now, what else can we do with this? Well, we can remove it. We can pop it out so that it's all by itself, drop it back in, so this allows our users to be able to see something in a larger size if they need to. If I wanted to see this information in a different way, I can easily do that. I can select this visualization, copy it, paste it, now I have two.
Not bad. Move one right next door. And change the type of this visualization. This is something called a treemap and it's really pretty cool because what it does is it displays the information, same information as we see here, but very visually. In other words, if we look at the entire population of the planet, two-thirds of that population is in Asia, very easy to see. You have the ability here to supply a legend, don't really need to because the colors' right there.
To change the data color, so if you say I'd like to have a very specific color for each of these, I would like, for example, Europe to be purple. I would like Asia to be a lighter green. And you can set any of these back to the default. If you want data labels, the actual numbers, they appear here; one billion, four billion, and so on. You can have category labels, nice to have, that's how we know it's Asia, Africa, and so on.
I still like to really keep this aspect ratio here. I like how this looks. Now my category labels, if I revert them to the default, they're already set at the default, there's not much more I can do with that. And remember that I've locked its aspect ratio. So there's another view of Population by Continent. If I want to arrange these, I can. Not a problem. I can move them around on my canvas.
I can make them larger. If I'd like to have this same information presented in yet a different way, well, it's still hanging out there on the clipboard, let me paste it again. Notice my Page View, I can say that I'd like to fit it to the width of the page. I'd like to fit it to the page itself. I'd like to make it actual size. Notice this is much larger now. And I have the ability to scroll this over and slide it in here, make this a little bit smaller so it will fit more neatly and I'm going to make this into a chart.
There's my Population by Continent as a chart. Fit the whole thing on the width of the page. Three different types of visualizations, very easy to create. If I wanna show another type of information, well then I might wanna create a new visual. So click, there's my new visual and with that new visual in place and selected, then I might say, for example, I would like to have a list of the names and that would be country names and I'd like that to appear as a table, pretty sleek.
Now, this is gonna be a really long list, but it works and if I wanna have, for example, the Capital here, I can. It created a new visual for me because I simply chose it, so let's click Remove and let's grab the Capital and drop it into this visualization and that's how we add a new column of data. Pretty cool. We'll be creating a lot more visualizations but these are the basic ways in which we work with them.
There are a few other elements you can add. If you wanted to put a logo on this page, you can add an image and you'll be prompted to pull up an image from your computer. You can add a textbox. You can add specific shapes so that you can point to things and so on. We'll be continuing to use this file to create visualizations in the next movie, so if you would like to save it, you can, or if you don't want these changes, you can simply discard them and begin again with a fresh canvas in the next movie.
- Installing and launching Power BI Desktop
- Connecting to Excel and CSV files
- Connecting to a database or web data
- Querying data
- Transforming data
- Creating relationship between tables
- Merging data
- Creating visualizations and reports
- Publishing to the Power BI service
- Sharing and unsharing reports