Join Gini von Courter for an in-depth discussion in this video Use text and gauge visualizations and save a report, part of Power BI Pro Essential Training.
- [Voiceover] I've add a new page for Store Info so that we could look at some specific information, but I'd like to start by creating a map. And we're going to use that map to be able to make selections about the stores we want to look at. I'm going to choose City. And it gives me this nice map here. Works really well. And then I'd like to create a multi-row card. I'm going to start with the name of the store.
There's a names list. And as well as the name of the store, I'd like the chain that it's in. Remember we have two. I'd like the name of the city, and the territory, and the type of store that it is. Now all of this information has been being added. And I'd like to make this all a little bit larger. That would be nice. So go to our formatting and kick it up a bit.
Store Type's not all that interesting, it's the Store Number I want. Let's put Store Number in here. And that's good. I don't want a total for Store Number, so let's go back here, and if I choose Store Number, Don't Summarize, because we wouldn't want to add up the list of Store Numbers that would make no sense at all.
And then if we click on one store, we would just get that store's information. What I'd like to do is convert this particular visual to what's called a multi-row card. And notice that I get a different look. Rather than getting a table, I get this really nice representation that lists each of the fields of information. Looks a little bit nicer. Can make this larger too if we wish.
Put a border on this. There we go. Border on the Left Hand Side. That looks good. Now let's have a couple of other pieces of information too. Let's add the date that that store opened. So it opened on August first in 2013. So all of this data being dropped in here.
And for whatever store is selected, let's go back and get a little bit of numeric data. What we'd like to know is the Average Unit Price for items that are sold in this store. So when we click on a particular store. We'll get that store's information versus all of the stores' information. And throw a data label on that if we'd like to see a little bit more.
It helps if I choose the right visualization. Let's choose that visualization. And lets turn our data labels on. So that will give us a total price. So that's the average unit price. And then we could do this year's sales. And if I grab an empty place on the canvas, and I'd like to have the Value and what their Goal is and the Status. And we can represent this as a gauge.
Isn't that sweet? So here's the goal and that's how much they've sold so far this year out of their total goal. Great use for that gauge right here. With any one store selected then, we'll get that store's information. If we wish we can take this multi-row card and we can switch this back, for example, to a table. That looks like this. Or a matrix.
Not so hot. You might wonder why we have Year and Quarter information and the reason is that when we pulled in date-based information, automatically what happened was that Power BI converted the date information for the store opening to give us a quarter month, and so on. Notice also that Open Year's being summarized. And so if we don't want that to happen, we need to select it and fix it.
We can also decide that we'd like to remove some of these particular fields cause we don't wish to have them. So when we pulled in open date and it expanded it in this way we can say we really don't want the quarter. Just turn it off and remove it. We actually only want to have the year, month and day. We don't need the Open Year any more. And because we have the city, we don't need the territory. And now we have a manageable table that we can actually use very easily.
Don't forget, before you're done, to return and to format these items. For example to change the size of the title, This Year's Sales. Average Unit Price if can't actually see what the items are, it's not helpful. There you go, those are the same size. And everything's cookin' along, including this lovely gauge here.
When you're all done, at any point in time, you can save your report. And I'm going to choose to save mine right now. I think this a good time to do it. And I'm going to simply name mine Retail Analysis Two. There's our new report easily saved.
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