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1. Overview of Visualizations in Power BI
In this lesson, we’ll learn the principles behind creating charts in Power BI Desktop. We’ll see how charts are built up by adding fields to various wells.
Course Overview (00:04)
This course introduces some of the most common visualization types available in Power BI, as well as some of the most important options for formatting and customizing those visualizations. This course uses Power BI Desktop, but most of the visualization features covered here are also available in the online service.
The data set for the course is based on a software company that sells a product to 1000 customers. Each customer is represented by one row in the data set. The data contains information on the revenue generated from each sale, as well as the sales person responsible for the sale and geographic data for each customer.
Creating Visualizations (01:58)
We can create a new visualization by dragging a field from the Fields pane to a blank area of the canvas. Alternatively, we can select a blank area of the canvas, and select the check box next to a field name to create a new visualization.
When we create a visualization, Power BI selects an appropriate chart type based on the data we selected. For example, numeric data produces a column chart, while text data produces a table. We can change the type of a chart by selecting the chart type we want in the Visualizations pane.
Modifying a Chart Using the Wells (03:11)
The fields used to create a chart appear in wells, which are found below the visualization pane. Wells represent different aspects of a chart, such as the field used to determine the size of each bar in a bar chart. The exact wells that you’ll see vary between different chart types. You can build or customize a chart by dragging fields from the Fields pane to the relevant well.
Further Chart Formatting Options (04:03)
Several more options are available by selecting the three dots in the top right corner of a chart. Export data lets us export the data in the chart to a csv file. Show data opens a window showing the data from the chart in a tabular format. Spotlight highlights the selected chart, which can help you focus attention on one important chart if you have a report page containing many charts.