Power bi - Comprehensive Application

0. Effect display

   All the previous explanations are based on each module , Make readers understand bi The overall understanding of is a little vague , Here is just a bi report form , Just for the overall explanation bi Application .

   First , See the final demo ：

Power BI Financial statements

Unable to watch, please visit the source video directly

   This is a relatively simple report , The so-called simplicity means that there is not much data , It can be realized without complex modeling . Although this example is simple , But it also involves bi Many functions in , Including data processing 、 Data visualization 、 Report design, etc , And there are more knowledge points , We are in application , The following knowledge will be used ：

1. bi get data （python Script ）
2. frequently-used DAX Use of functions
3. Construction and management of metrics
4. Built in chart 、 Custom chart application
5. Dynamic interaction
6. Report design and beautification

1. Data preparation

   As the saying goes ‘ one can't make bricks without straw ’, Since we are going to make statements , You have to have data first , So we first get and process data .

   About BI Load data and PQ Knowledge of data processing , If you don't know, you can refer to the previous article Power BI---- Data processing , Only more detailed things are explained here .

Building auxiliary tables

   The raw data has been loaded , But it's not enough for us to finish the design , For some data , We need to create our own data , Like in the picture below KPI Slicer data ：

Build the above table DAX The formula is as follows ：

Proportion index table = DATATABLE(“KPI”,STRING,{ {“ Promotion fee ”},{“ profits ”},{“ Platform fee ”},{“ Promotion fee ”},{“ Cost of goods ”},{“ The freight ”},{“ refund ”},{“ Destruction cost ”}})
 
explain ：

1. function DATATABLE, Build a table
2. The first parameter ： Is the column name
3. The second parameter ： data type （ The type of data in this column to be built ）
4. If you build multiple columns , Then write the column name and type directly after
5.{} Inside is the data , The data in the same row is in a {} in , All the data is in {}, That's two floors

Build parameters

   A lot of times , Static charts cannot meet our needs , Dynamic analysis also needs to be introduced , Observe the impact on the analysis results by adjusting the increase or decrease of a dimension , This is what Power BI Role of parameters in .

   stay PowerBI Desktop in , stay “ modeling ” Type selection card , Click on “ New parameter ”, The details are as follows: ：

   The new parameter will appear in the report in the form of slicer , The style is as follows , Its essence is also a table , You can view ：

2. Index calculation

   When the data is ready , Start building the required metrics , Measure creation and DAX Basic knowledge of view the previous article ,DAX Explain ,
Here are just some important index formulas .

Sort 、TOPN

  TOP N It is often used in daily reports , The effect is as follows , It's given later TOP N Implementation method .

 
Realization TOP N Measure construction

top_ region = CALCULATE([ Total sales ],FILTER(VALUES(‘cj_bysum’[ region ]),[ Regional rankings ]<=[ Parameters value ]))
 
Regional rankings = RANKX(all(cj_bysum[ region ]),[ Total sales ])
 
explain ：

1. The first measure is created top N, The second measure creates an auxiliary ,
2.rankx function ： The first parameter is the table , The second parameter is the expression . Here we calculate the sales ranking of each region in all regions
3.FILTER function ： Filter out the regions whose ranking is less than the parameter value
4.CALCULATE function ： Combine the selected areas , Show sales , achieve top N The effect of

Month on month comparison of discontinuous time

   Speaking of month on month data , Many people think of intelligent functions at the first time DATEADD, But there is a defect in changing the function , When time is discontinuous , The calculation will be wrong , Very clever , My sales data is staff turnover and so on , Result in data time discontinuity , How to calculate the month on month ratio ？ Then look at the following formula ：

explain ：

1. Profits in recent months , It's a good calculation , It is the profit of the month with the largest date
2. Push forward for a month ： Two are used here filter nesting , Go out the maximum value of the remaining months of the original maximum month , In this way, no matter continuous or discontinuous
3.iferror function ： When an error occurs , use 0 Instead of

SWITCH The realization of one figure and multiple indicators

   To save report space , Make one page show as much information as possible , The following methods are often used , Click the indicator you want to view through the slicer , Show multiple indicators in the same chart position .

   The above effect is used SWITCH Function implementation , This function acts as a switch , When the conditions are met, turn on a light , The code is as follows ：

explain ：

1.SELECTEDVALUE(‘ Proportion index table ’[KPI]): Select the previously built kpi The value of the card cutter made by the table
2.“ Promotion fee ”,[FBA Proportion of promotional expenses ]： When slicer selects promotion cost , call [FBA Proportion of promotional expenses ] measurements
3. Other similar above , The selected values are different , The data returned is also different , Achieve the above effect

3. Report design and visualization

   After the first two parts , It's the design of reports and the beautification of charts , Beautifying this varies from person to person , Some people like simplicity, others like fancy , Here are just a few skill based designs .

Button 、 Bookmarks realize page Jump

   From the top video , You can see , Whether it's the homepage jumping to another page , Or by clicking on the navigation bar above , Can achieve page Jump , This effect is achieved through buttons and bookmarks . Here are the specific operations ：

• Bookmark the page you want
• Place components that can jump （ Insert the last three in the element options of the tab ）
• Click on the change component to display the attribute setting bar
• Place actions in the action options （ Here are bookmarks ）

Fold slicer , Save a space

   About this part of the content , The previous article has explained , No more details here , If necessary, please refer to the previous settings .
BI Use of slicer in

   Here is an explanation of one of the things when creating , as follows ：

• First place the visual objects you need （ Filter , Unfolded pattern, etc ） Then hide other objects except the expand button , Add bookmarks
• To make unfolding and folding more natural , It is best to use the same pattern for both patterns （ One is the flip of the other ）, And put it in the same position
• The two bookmarks set must be checked out , Otherwise, the filter results will change after expanding or collapsing

   If you can't set , Look at the following two pictures , Look at the layer changes and bookmark changes when expanding and hiding ：
When it's hidden ：

When it unfolds ：

Data bar style of table

   stay BI In the report , Tables are more or less used , Tables are actually excel Table styles in , alike , The table here can also be set and excel In the same way , Various complex and beautiful styles , as follows ：

   The above style is just an example , You can set a more suitable style , Here's the demo , The implementation method is as follows ：

• Click on the form , Select the properties of the visual object , There is a cell element , There's a background 、 typeface 、 Data bar 、 Charts and other options , Choose settings according to your needs , as follows ：
  
• Take the icon as an example , You can choose to set based on rules or field values , Choose rules here , Set greater than 0 Give an icon , be equal to 0 And other icons less than zero .
  

Background of the report

   Nice homepage background , It can make the report more beautiful , So here is the setting of the background .

   Above picture , It's the place to set the background , The matching mode generally selects the matching degree , More natural . Here is a concept of canvas , Separate it from the wallpaper , Wallpaper is the background of the whole interface , Canvas is the area where you can place visual objects , If not specially adjusted , Canvas will be smaller than wallpaper .