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Narrator: All right, time to start building.
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So go ahead and open up your AdventureWorks report,
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head to the report view.
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This is where we'll spend most
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of our time in this section of the course.
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You may still have some visuals
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like this slicer and matrix from the DAK section.
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Feel free to delete those.
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We want to start with a nice blank canvas here.
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Now I want to take just a minute or two to walk through
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the interface and get you nice and comfortable.
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And then what we'll do is create the report pages
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based on our sketch and start to add
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some of the basic shapes
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and images that will form the foundation for our dashboard.
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Now starting with the ribbon here,
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the two views that we're gonna really be focusing on
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are the insert and the view options.
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So for insert, this is where we can access
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all the different visuals to add to your canvas.
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I like to kind of drill down to see more details
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about each of these visuals.
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You'll notice you've got access to AI visuals here as well,
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which we're gonna cover in the next section of the course.
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And this is also where you can access
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all of those basic elements
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like text boxes, buttons, shapes and images.
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Now, one thing to note,
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if you don't see visuals included here in the insert
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or the home tab right here,
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you may be using an older version of Power BI,
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in which case you'll access those
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from a visualizations pane.
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That pane no longer exists as of around April, 2023
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so you can still accomplish the exact same thing.
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The process just looks a little bit different
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depending which version of Power BI you're using.
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So that's the insert menu, in view,
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this is where you'll find pre-built themes and styles.
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You can change the page view.
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We're gonna be practicing building custom mobile layouts
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for app users later in the section.
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You can activate things like grid lines,
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snap to grid, lock objects for editing.
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For now, we're gonna leave all three
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of those unchecked and out worth talking
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about these show panes options here in a bit of depth.
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One thing you'll notice
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is that you can turn on these panes on and off.
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That's gonna either show or hide those drawers
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here on the right side of the page.
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One thing that I've noticed that is really helpful
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is that if you activate all of the ones that you want,
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in this case we're gonna be using filters,
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data format, bookmarks and selection.
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It's actually gonna create this little compressed version
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or sidebar here, so that you can simply click
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and click again to show
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and hide those tabs without having to navigate back
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to the view ribbon every single time.
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So a little bit of a time saver there.
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Down here on the left you'll see tabs.
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Each tab represents a report page
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and on the right you've got your view options,
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zoom in, zoom out, fit to page.
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So let's go ahead and create the structure
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for a dashboard based on our sketch.
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And remember that first view,
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that first report page is our executive dashboard.
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So you can go ahead, double click to give it a new name,
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click plus to add a new report page.
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This one will be our map.
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Next one will be product detail.
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And then the fourth for now will be customer detail.
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So those are the four views
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that we decided we're gonna build here.
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Let's jump back to Exact Dashboard and practice
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actually inserting some objects into our canvas.
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All right, so we'll head to the insert menu
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and we're gonna start by adding an image.
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Go ahead and navigate
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to wherever you've downloaded the course resources,
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here I've got all of the graphics
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and icons that I'm gonna be using for this dashboard.
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And right now we want the AdventureWorks logo, PNG file.
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So I'm gonna double click, that's gonna drop it right here
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in my canvas, and I can resize, drag it around
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and move it to wherever I want on my canvas.
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I'm gonna zoom out just a bit to make sure I can see
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each of the edges here.
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And that looks fine for now.
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We can always fine tune later.
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Next thing I wanna do is add some rounded rectangles,
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which will essentially create the background shapes
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for those big KPI numbers,
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those cards that we're gonna add here
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at the top of the report page.
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So to do that I'm gonna head
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to insert, shapes, rounded rectangle.
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That's gonna drop it right here
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on the canvas with the default styling.
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You'll note these red lines kind of help with alignment,
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which is a nice feature.
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And I'm gonna go ahead
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and right click to open up the format pane here.
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And this is where I can drill into all sorts
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of options related to that selected object or chart.
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This is a contextual menu.
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It will look different depending on what you've selected.
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And you may have also noticed
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two new contextual menus up here in the ribbon
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once you have an object selected,
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you've got format and data drill.
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Don't worry about data and drill for now.
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We're gonna cover that in a later lesson.
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But the format options are actually really, really helpful.
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These should look familiar if you've used other tools
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in the office suite like PowerPoint or Excel.
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But they let you do things like change the Z index,
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like moving objects forward or backwards on the canvas
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or aligning or distributing multiple objects,
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which is actually very, very helpful here.
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And we'll use it quite a bit.
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So let's go back to our shape
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and let's give it a nice format.
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You can follow along
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with the exact formatting adjustments that I'm making
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or you can apply your own style, totally up to you.
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What I'm gonna do here is drill into my shape style options
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and I'm gonna change the rounded rectangle a little bit
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to 15%, just a little bit less of a rounded corner there.
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I'm gonna change the fill color to this medium dark gray.
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We're gonna use this quite a bit throughout the report.
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And then we actually don't need a border,
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so I can turn that one off.
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And just to make sure I'm sizing this exactly how I want,
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I can change my size and position options here.
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So let's do a height of 100 pixels
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and a width of 225.
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I think that should be a good size for what we need to do.
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I'm gonna drag this kind of roughly in place here.
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And now what I'm gonna do is Control C to copy.
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I'm gonna paste it three more times.
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Control V, grab that last version,
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and that last one's gonna be somewhere over here
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on the report page.
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And check this out.
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Now what I can do is kind of rough these in a little bit
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and then select a blank spot on the canvas.
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Grab all four of those rounded rectangles,
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head to format, align, distribute horizontally, align,
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align top.
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So that's looking pretty good.
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Still a little bit tight I think.
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So I'm gonna use the arrows
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to kind of fine tune this just a little bit,
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select them again, format, align, distribute horizontally.
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That looks pretty good.
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Now last thing I wanna do
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in this lesson is add another shape,
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this time just a regular rectangle.
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And I wanna create the background
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for that navigation on the left side here.
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So I'm gonna resize it so it goes top to bottom.
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Can activate that format pain again like so,
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let's change the size
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to a 45 width, which actually looks good.
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And all we need to do here is in the shape style options.
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Let's just change the fill color
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to that same dark gray and turn off the border.
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So I think that's gonna give us a nice background
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for the page navigation buttons that will create later on.
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And because this navigation bar will exist
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on every page of our report, I'm gonna go ahead and copy it
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and paste it into our map page, our product detail page
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and our customer detail page as well.
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So I think that should do it for now.
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Go ahead and save your report
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and I'll see you in the next lesson.
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