Introduction To Power BI

Section — 4

In this article, we will take a introductory drive of power bi and along with that we also

understanding the core concepts of the introduction of quick insight feature in power BI,

formatting the reports and after that we also modifying a report.

Topics Covered

• Introduction To Quick Insights
• Formatting of Reports
• Modifying a Report

Introduction to Quick Insights

As we generally discuss about quick insights features, so it is recent feature added to power bi with the new updates, it uses artificial intelligence to analyze a dataset uploaded to power bi. It utilizes sophisticated algorithms to Create interesting patterns and analysis that helps the user understand the report better.

Procedure to Use Quick Insights

If you want to use quick insights right click on the report, you want to perform the analysis on your dashboard and select the “Analysis” option.

Note: Remember, this feature does not work with all visuals

Here’s, are the steps to use quick insight feature in power BI

• firstly, a user resized it to fit the right side of the screen beside the slicer on the dashboard with this half of the dashboard is occupied.
• He created two or more visuals, an stack bar chart and a matrix was created with the same fields as the clustered column matrix while the map is similar to the slicer and only allowed the selection of one field, In this case which was sales.
• He resized both visuals to fit the bottom half of the dashboard.
• Just creating a visual is not enough, the report has to be arranged, decorated and formatted to presentable to colleagues.
• Power BI offers a lots of ways to enhance the look and feel of report resulting in presentation that will leave your audience ewe of your presentation skills.

How To Format a Report

The process of formatting a report is not so difficult as power bi does not require a different technique to format each type of visual. Therefore, you only need to learn a few basic techniques.

Here’s, are the steps of formatting reports below:

• Create a visual
• Make sure the visual is still selected, than click on the format icon in the visualization pane. The icon is in the form of point roller.
• If your report is not in any of the visual above, the analyze option will not show up, when you right click the reports. When the analyze button is selected, it will bring up another option, find where this distribution is different, Click on that option too and an analysis will performed on your report. The analysis can be generated within seconds or it can take longer, It depends on the size of the report.
• The user wants to know, if he missed something on the analysis of his report, so he decided to try out the quick insights feature. The report he wants to check is the third visual he created, the clustered column chart on the sales. The analysis of the report took about 2 seconds, after that it generate two quick insights, one on sales and the other on month.

Formatting Reports:

With power BI, a user can create multiple visuals in record breaking time the visual are contained within a report. Most times, professional use power bi with the intension of generating a report for presentation during a meeting.

Here’s, are the steps for report formatting

• Turn on the switch button.
• Select the color of the border.
• Adjust the size of the border according to your taste.

Background Color:

• Click on the visual that needs a change in background.
• Click on the format icon/paint roller.
• Scroll down to background color.
• You do not need to switch it on, as it is already on, simply select the color from the palette and adjust the temporary until you are satisfied.

Borders:

• Click on the visual.
• Click on the paint roller symbol
• Scroll down till you see the border options and click on it.

Titles:

• Click on the visual.
• Click on the format icon in the visualization pane.

• Scroll down to the title options, switch it on if isn’t.

• From the drop-down menu created, type in the new title you want, the color of the title, the background color of the title ribbons, the font, alignment and the size of the title.

• Turn on switch button.
• Select the color of the border.
• Adjust the size of the border according to your desire.

Grid:

• Select the visual you want to grid
• Click on the format icon.
• Scroll down to the grid option.
• You have two options, a vertical and horizontal grid.
• For vertical grid, select the color of the grid.
• Adjust the size of the text in the visual.
• Adjust the outline of the weight (Thickness of grid).
• Select the row padding and the image height.
• For the horizontal grid, there are two option of horizontal grid color and horizontal grid thickness.

How to Create Page

• Click on the plus button icon in the page selector corner to create a new page. The page selector is on the bottom left corner of the screen.
• Click the new page button on the home ribbon to create a blank page, the ribbon is at the top of the screen.

How to Rename a Page

• Firstly, you will double click on the tab with page name, the default page name will be highlighted.
• Type your desire name
• Press enter, click on the blank space in the dashboard to confirm your changes, if the name of the tab remains as the one you typed in, the remaining was a success.
• It does not take blood and sweat to move a page, it can be done in two seconds.

How to Duplicate a Page

• Hover your cursor over the tab of the page you to copy.
• Right click on the tab, It will generate a few options. Click on the duplicate page options. An identical copy of the page you selected will automatically be created.
• You can also duplicate a Page by clicking on the new page button on the “Home Ribbon”.

Conclusion

When we as a team running any sort of business in current challenging market

so as a better business person we need to choose a best business intelligence tool that help us to shape out our business constraints and also figure out the problems that comes up after the intervention of humans so Power BI comes up
with a different stance and through power bi we play with our raw data and explore it from every corner.

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