All language subtitles for 14. Power BI Demo Showing Trends with Line & Area Charts

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These are the user uploaded subtitles that are being translated: 1 00:00:00,560 --> 00:00:00,860 All right. 2 00:00:00,860 --> 00:00:04,250 So our Exec summary is Arap looks great. 3 00:00:04,250 --> 00:00:06,790 Time to add a new page to our report. 4 00:00:07,040 --> 00:00:10,890 So just click that plus sign double click to give it a new name. 5 00:00:10,940 --> 00:00:14,460 We're in it call it product detail. 6 00:00:14,690 --> 00:00:20,750 Now if you hadn't guessed by the title this page is going to be all about products and we know that 7 00:00:20,750 --> 00:00:27,530 Adventure Works wants the ability to drill down to individual product performance and not only that 8 00:00:27,830 --> 00:00:34,880 but be able to track things like order volume against targets see how revenue has passed over time understand 9 00:00:34,880 --> 00:00:40,580 forecasted future profits and they even want to see the impact that various pricing adjustments would 10 00:00:40,580 --> 00:00:43,070 have on their company's profit. 11 00:00:43,070 --> 00:00:48,230 So it all sounds very complicated but what we're going to do is break down those questions piece by 12 00:00:48,230 --> 00:00:53,000 piece and build a view that can answer all of them and more. 13 00:00:53,000 --> 00:00:57,860 So first things first can't create a report page without a logo. 14 00:00:57,860 --> 00:01:02,400 So let's copy that adventure work logo drop it in here. 15 00:01:02,570 --> 00:01:07,880 And now what you may have noticed about our Exec summary is that it provides a ton of information but 16 00:01:07,880 --> 00:01:12,110 what it does not provide is a clear sense of trending. 17 00:01:12,110 --> 00:01:15,670 So we can see at this current point in time how are we doing. 18 00:01:15,660 --> 00:01:17,830 How is our proportion of order volume. 19 00:01:17,960 --> 00:01:22,340 What are my top products by orders and profit and so on and so forth. 20 00:01:22,340 --> 00:01:27,590 You can of course change the date slider to get a sense of trending but it's very manual and kind of 21 00:01:27,590 --> 00:01:29,030 embedded into the view. 22 00:01:29,240 --> 00:01:34,880 So what we're going to do and our product detail right off the bat is create some trending insight using 23 00:01:34,880 --> 00:01:37,870 line and area charts which are designed for that. 24 00:01:38,030 --> 00:01:39,940 So let's grab a line chart first. 25 00:01:40,730 --> 00:01:45,140 It's right here in the top left and kind of stretch it out. 26 00:01:45,150 --> 00:01:48,760 Now what we're going to show here is profit trending. 27 00:01:49,230 --> 00:01:50,810 So it's in my sales table. 28 00:01:50,820 --> 00:01:55,640 We're going to go down to our total profit measure here and Dragon into values. 29 00:01:55,920 --> 00:02:01,810 And when we do that we don't really get anything helpful yet a single point with the total profit. 30 00:02:02,130 --> 00:02:08,310 So to make this line chart meaningful we need to provide or define the x axis and we're going to do 31 00:02:08,310 --> 00:02:14,000 that by picking a date field to determine the granularity that we want to track profit over time. 32 00:02:14,010 --> 00:02:20,430 So let's head to our calendar look out up here at the top and we've been doing a lot of monthly views. 33 00:02:20,430 --> 00:02:25,320 Let's get a little bit more specific a little bit more detailed and grabs started a week and we're going 34 00:02:25,320 --> 00:02:30,240 to drop that into the Access window and we don't want these weeks rolled up. 35 00:02:30,240 --> 00:02:32,900 We actually just want the start of week. 36 00:02:33,150 --> 00:02:40,230 And there you go so we're seeing a very clear pattern and trend of weekly profit over time all the way 37 00:02:40,230 --> 00:02:42,600 to our current week which is the end of June. 38 00:02:42,630 --> 00:02:44,120 So that's a great start. 39 00:02:44,930 --> 00:02:51,020 Formatting looks nice don't need to change anything in my Y-axis or x axis labels when it will do is 40 00:02:51,020 --> 00:02:53,840 tweak the title in my formatting pane. 41 00:02:53,930 --> 00:02:59,120 So let's drill into total and just name it weekly profit 42 00:03:01,650 --> 00:03:04,180 and there you go we just built a line chart. 43 00:03:04,470 --> 00:03:06,060 Super simple. 44 00:03:06,120 --> 00:03:15,090 Now to show you an area I a copy this line chart control B to paste it and drag it right here underneath. 45 00:03:15,250 --> 00:03:20,550 And in this case we're going to visualize return's so head into our field list here. 46 00:03:21,390 --> 00:03:29,110 You need to drill into our return's table grab that total returns measure draw that went in and we'll 47 00:03:29,110 --> 00:03:30,720 pull profit out. 48 00:03:30,740 --> 00:03:37,110 Now first things first need to change or title instead of weekly profit. 49 00:03:37,110 --> 00:03:41,330 Now we're looking at weekly return volume. 50 00:03:41,430 --> 00:03:41,950 There we go. 51 00:03:41,970 --> 00:03:48,300 And to stick with our theme of representing negative metrics like returns in red. 52 00:03:48,300 --> 00:03:53,940 Let's go ahead and adjust the data colors while we're in here as well to make it kind of a mid read 53 00:03:54,270 --> 00:03:55,200 like that. 54 00:03:55,290 --> 00:04:01,860 And now let's change this from a line to an area and basically the only difference between a simple 55 00:04:01,860 --> 00:04:08,160 line chart and a simple area chart when you're viewing one series of data is that the area chart is 56 00:04:08,160 --> 00:04:09,040 filled. 57 00:04:09,120 --> 00:04:15,390 So think of it like a line with fill underneath it so didn't really add much value here by changing 58 00:04:15,390 --> 00:04:21,510 it from a line to an area generally speaking where area charts really shine is when you're comparing 59 00:04:21,510 --> 00:04:22,840 multiple series. 60 00:04:23,100 --> 00:04:29,430 So to give you a little demo we'll head back to fields and you'll want to drag something into the legend. 61 00:04:29,430 --> 00:04:36,090 And this is basically what categories do you want to use to break down your data your return data and 62 00:04:36,090 --> 00:04:41,940 for something like this you want to use a category that doesn't have many unique values because things 63 00:04:41,940 --> 00:04:45,240 can get overwhelming pretty quickly with area charts. 64 00:04:45,240 --> 00:04:52,260 So a good candidate here would be a product category which only has three active category names so we 65 00:04:52,290 --> 00:04:58,770 drag category name into the ledge and you'll see that it's created all three series kind of overlapping 66 00:04:58,770 --> 00:04:59,540 each other. 67 00:04:59,820 --> 00:05:02,580 So you've got the read series which is clothing. 68 00:05:02,580 --> 00:05:09,330 You've got the Green series as accessories and the gray kind of behind here which is bikes. 69 00:05:09,330 --> 00:05:13,740 So some people really like the default overlapping area chart. 70 00:05:13,740 --> 00:05:19,680 I actually prefer a variation of the area called the stacked area chart which takes those same series 71 00:05:20,160 --> 00:05:24,440 and it literally stacks them on top of each other so there's no overlap whatsoever. 72 00:05:24,630 --> 00:05:28,970 Now you can clearly see both composition as well as trending. 73 00:05:29,070 --> 00:05:35,190 In other words by tracking the top line of this list you can see the total return volume over time. 74 00:05:35,430 --> 00:05:41,160 And then by analyzing individual slices you can get a sense of how many of the orders for that given 75 00:05:41,160 --> 00:05:45,090 week came from accessories versus bikes versus clothing. 76 00:05:45,090 --> 00:05:49,330 So that's a quick kind of crash course in areas and stacked areas. 77 00:05:49,500 --> 00:05:54,960 In this case because we're going to be looking at individual products here there's no need for a legend 78 00:05:54,960 --> 00:05:55,350 field. 79 00:05:55,350 --> 00:05:58,680 There's no need to break down the returns any deeper. 80 00:05:58,830 --> 00:06:01,130 So we're going to get rid of the category name here. 81 00:06:02,220 --> 00:06:07,740 And we can use either stacked or standard as you can see one series meaning it doesn't really make any 82 00:06:07,740 --> 00:06:08,440 difference. 83 00:06:08,610 --> 00:06:11,000 And I'm going to leave it just as it is here. 84 00:06:11,310 --> 00:06:12,600 So this is just a start. 85 00:06:12,600 --> 00:06:17,990 We're going to continue to evolve this view add more visuals explore some more features. 86 00:06:18,180 --> 00:06:19,710 But for now this looks good. 87 00:06:19,740 --> 00:06:22,710 So there you go line charts and area charts. 9113

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