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These are the user uploaded subtitles that are being translated: 1 00:00:00,000 --> 00:00:02,000 Narrator: All right, time to start building. 2 00:00:02,000 --> 00:00:05,000 So go ahead and open up your AdventureWorks report, 3 00:00:05,000 --> 00:00:06,000 head to the report view. 4 00:00:06,000 --> 00:00:08,000 This is where we'll spend most 5 00:00:08,000 --> 00:00:10,000 of our time in this section of the course. 6 00:00:10,000 --> 00:00:11,000 You may still have some visuals 7 00:00:11,000 --> 00:00:15,000 like this slicer and matrix from the DAK section. 8 00:00:15,000 --> 00:00:16,000 Feel free to delete those. 9 00:00:16,000 --> 00:00:19,000 We want to start with a nice blank canvas here. 10 00:00:19,000 --> 00:00:22,000 Now I want to take just a minute or two to walk through 11 00:00:22,000 --> 00:00:24,000 the interface and get you nice and comfortable. 12 00:00:24,000 --> 00:00:27,000 And then what we'll do is create the report pages 13 00:00:27,000 --> 00:00:29,000 based on our sketch and start to add 14 00:00:29,000 --> 00:00:30,000 some of the basic shapes 15 00:00:30,000 --> 00:00:34,000 and images that will form the foundation for our dashboard. 16 00:00:34,000 --> 00:00:36,000 Now starting with the ribbon here, 17 00:00:36,000 --> 00:00:39,000 the two views that we're gonna really be focusing on 18 00:00:39,000 --> 00:00:41,000 are the insert and the view options. 19 00:00:41,000 --> 00:00:43,000 So for insert, this is where we can access 20 00:00:43,000 --> 00:00:46,000 all the different visuals to add to your canvas. 21 00:00:46,000 --> 00:00:49,000 I like to kind of drill down to see more details 22 00:00:49,000 --> 00:00:50,000 about each of these visuals. 23 00:00:50,000 --> 00:00:54,000 You'll notice you've got access to AI visuals here as well, 24 00:00:54,000 --> 00:00:56,000 which we're gonna cover in the next section of the course. 25 00:00:56,000 --> 00:00:58,000 And this is also where you can access 26 00:00:58,000 --> 00:00:59,000 all of those basic elements 27 00:00:59,000 --> 00:01:03,000 like text boxes, buttons, shapes and images. 28 00:01:03,000 --> 00:01:04,000 Now, one thing to note, 29 00:01:04,000 --> 00:01:07,000 if you don't see visuals included here in the insert 30 00:01:07,000 --> 00:01:09,000 or the home tab right here, 31 00:01:09,000 --> 00:01:12,000 you may be using an older version of Power BI, 32 00:01:12,000 --> 00:01:14,000 in which case you'll access those 33 00:01:14,000 --> 00:01:16,000 from a visualizations pane. 34 00:01:16,000 --> 00:01:20,000 That pane no longer exists as of around April, 2023 35 00:01:20,000 --> 00:01:23,000 so you can still accomplish the exact same thing. 36 00:01:23,000 --> 00:01:25,000 The process just looks a little bit different 37 00:01:25,000 --> 00:01:28,000 depending which version of Power BI you're using. 38 00:01:28,000 --> 00:01:31,000 So that's the insert menu, in view, 39 00:01:31,000 --> 00:01:34,000 this is where you'll find pre-built themes and styles. 40 00:01:34,000 --> 00:01:36,000 You can change the page view. 41 00:01:36,000 --> 00:01:38,000 We're gonna be practicing building custom mobile layouts 42 00:01:38,000 --> 00:01:41,000 for app users later in the section. 43 00:01:41,000 --> 00:01:43,000 You can activate things like grid lines, 44 00:01:43,000 --> 00:01:46,000 snap to grid, lock objects for editing. 45 00:01:46,000 --> 00:01:47,000 For now, we're gonna leave all three 46 00:01:47,000 --> 00:01:50,000 of those unchecked and out worth talking 47 00:01:50,000 --> 00:01:54,000 about these show panes options here in a bit of depth. 48 00:01:54,000 --> 00:01:55,000 One thing you'll notice 49 00:01:55,000 --> 00:01:58,000 is that you can turn on these panes on and off. 50 00:01:58,000 --> 00:02:00,000 That's gonna either show or hide those drawers 51 00:02:00,000 --> 00:02:02,000 here on the right side of the page. 52 00:02:02,000 --> 00:02:05,000 One thing that I've noticed that is really helpful 53 00:02:05,000 --> 00:02:08,000 is that if you activate all of the ones that you want, 54 00:02:08,000 --> 00:02:10,000 in this case we're gonna be using filters, 55 00:02:10,000 --> 00:02:12,000 data format, bookmarks and selection. 56 00:02:12,000 --> 00:02:15,000 It's actually gonna create this little compressed version 57 00:02:15,000 --> 00:02:18,000 or sidebar here, so that you can simply click 58 00:02:18,000 --> 00:02:19,000 and click again to show 59 00:02:19,000 --> 00:02:22,000 and hide those tabs without having to navigate back 60 00:02:22,000 --> 00:02:25,000 to the view ribbon every single time. 61 00:02:25,000 --> 00:02:26,000 So a little bit of a time saver there. 62 00:02:26,000 --> 00:02:29,000 Down here on the left you'll see tabs. 63 00:02:29,000 --> 00:02:31,000 Each tab represents a report page 64 00:02:31,000 --> 00:02:33,000 and on the right you've got your view options, 65 00:02:33,000 --> 00:02:36,000 zoom in, zoom out, fit to page. 66 00:02:36,000 --> 00:02:38,000 So let's go ahead and create the structure 67 00:02:38,000 --> 00:02:40,000 for a dashboard based on our sketch. 68 00:02:40,000 --> 00:02:42,000 And remember that first view, 69 00:02:42,000 --> 00:02:47,000 that first report page is our executive dashboard. 70 00:02:47,000 --> 00:02:49,000 So you can go ahead, double click to give it a new name, 71 00:02:49,000 --> 00:02:52,000 click plus to add a new report page. 72 00:02:52,000 --> 00:02:54,000 This one will be our map. 73 00:02:54,000 --> 00:02:58,000 Next one will be product detail. 74 00:02:58,000 --> 00:03:03,000 And then the fourth for now will be customer detail. 75 00:03:03,000 --> 00:03:05,000 So those are the four views 76 00:03:06,000 --> 00:03:07,000 that we decided we're gonna build here. 77 00:03:07,000 --> 00:03:10,000 Let's jump back to Exact Dashboard and practice 78 00:03:10,000 --> 00:03:13,000 actually inserting some objects into our canvas. 79 00:03:13,000 --> 00:03:16,000 All right, so we'll head to the insert menu 80 00:03:16,000 --> 00:03:18,000 and we're gonna start by adding an image. 81 00:03:18,000 --> 00:03:19,000 Go ahead and navigate 82 00:03:19,000 --> 00:03:22,000 to wherever you've downloaded the course resources, 83 00:03:22,000 --> 00:03:24,000 here I've got all of the graphics 84 00:03:24,000 --> 00:03:27,000 and icons that I'm gonna be using for this dashboard. 85 00:03:27,000 --> 00:03:30,000 And right now we want the AdventureWorks logo, PNG file. 86 00:03:30,000 --> 00:03:33,000 So I'm gonna double click, that's gonna drop it right here 87 00:03:33,000 --> 00:03:37,000 in my canvas, and I can resize, drag it around 88 00:03:37,000 --> 00:03:40,000 and move it to wherever I want on my canvas. 89 00:03:40,000 --> 00:03:42,000 I'm gonna zoom out just a bit to make sure I can see 90 00:03:42,000 --> 00:03:44,000 each of the edges here. 91 00:03:44,000 --> 00:03:45,000 And that looks fine for now. 92 00:03:45,000 --> 00:03:47,000 We can always fine tune later. 93 00:03:47,000 --> 00:03:50,000 Next thing I wanna do is add some rounded rectangles, 94 00:03:50,000 --> 00:03:52,000 which will essentially create the background shapes 95 00:03:52,000 --> 00:03:54,000 for those big KPI numbers, 96 00:03:54,000 --> 00:03:56,000 those cards that we're gonna add here 97 00:03:56,000 --> 00:03:58,000 at the top of the report page. 98 00:03:58,000 --> 00:03:59,000 So to do that I'm gonna head 99 00:03:59,000 --> 00:04:03,000 to insert, shapes, rounded rectangle. 100 00:04:03,000 --> 00:04:04,000 That's gonna drop it right here 101 00:04:04,000 --> 00:04:06,000 on the canvas with the default styling. 102 00:04:06,000 --> 00:04:09,000 You'll note these red lines kind of help with alignment, 103 00:04:09,000 --> 00:04:11,000 which is a nice feature. 104 00:04:11,000 --> 00:04:11,000 And I'm gonna go ahead 105 00:04:11,000 --> 00:04:15,000 and right click to open up the format pane here. 106 00:04:15,000 --> 00:04:17,000 And this is where I can drill into all sorts 107 00:04:17,000 --> 00:04:21,000 of options related to that selected object or chart. 108 00:04:21,000 --> 00:04:22,000 This is a contextual menu. 109 00:04:22,000 --> 00:04:25,000 It will look different depending on what you've selected. 110 00:04:25,000 --> 00:04:26,000 And you may have also noticed 111 00:04:26,000 --> 00:04:29,000 two new contextual menus up here in the ribbon 112 00:04:29,000 --> 00:04:31,000 once you have an object selected, 113 00:04:31,000 --> 00:04:33,000 you've got format and data drill. 114 00:04:33,000 --> 00:04:35,000 Don't worry about data and drill for now. 115 00:04:35,000 --> 00:04:37,000 We're gonna cover that in a later lesson. 116 00:04:37,000 --> 00:04:40,000 But the format options are actually really, really helpful. 117 00:04:40,000 --> 00:04:43,000 These should look familiar if you've used other tools 118 00:04:43,000 --> 00:04:45,000 in the office suite like PowerPoint or Excel. 119 00:04:45,000 --> 00:04:48,000 But they let you do things like change the Z index, 120 00:04:48,000 --> 00:04:51,000 like moving objects forward or backwards on the canvas 121 00:04:51,000 --> 00:04:54,000 or aligning or distributing multiple objects, 122 00:04:54,000 --> 00:04:56,000 which is actually very, very helpful here. 123 00:04:56,000 --> 00:04:57,000 And we'll use it quite a bit. 124 00:04:57,000 --> 00:05:00,000 So let's go back to our shape 125 00:05:00,000 --> 00:05:02,000 and let's give it a nice format. 126 00:05:02,000 --> 00:05:03,000 You can follow along 127 00:05:03,000 --> 00:05:05,000 with the exact formatting adjustments that I'm making 128 00:05:05,000 --> 00:05:09,000 or you can apply your own style, totally up to you. 129 00:05:09,000 --> 00:05:12,000 What I'm gonna do here is drill into my shape style options 130 00:05:12,000 --> 00:05:16,000 and I'm gonna change the rounded rectangle a little bit 131 00:05:16,000 --> 00:05:20,000 to 15%, just a little bit less of a rounded corner there. 132 00:05:20,000 --> 00:05:23,000 I'm gonna change the fill color to this medium dark gray. 133 00:05:23,000 --> 00:05:26,000 We're gonna use this quite a bit throughout the report. 134 00:05:26,000 --> 00:05:28,000 And then we actually don't need a border, 135 00:05:28,000 --> 00:05:29,000 so I can turn that one off. 136 00:05:29,000 --> 00:05:34,000 And just to make sure I'm sizing this exactly how I want, 137 00:05:34,000 --> 00:05:36,000 I can change my size and position options here. 138 00:05:36,000 --> 00:05:38,000 So let's do a height of 100 pixels 139 00:05:38,000 --> 00:05:41,000 and a width of 225. 140 00:05:41,000 --> 00:05:43,000 I think that should be a good size for what we need to do. 141 00:05:43,000 --> 00:05:47,000 I'm gonna drag this kind of roughly in place here. 142 00:05:47,000 --> 00:05:49,000 And now what I'm gonna do is Control C to copy. 143 00:05:49,000 --> 00:05:52,000 I'm gonna paste it three more times. 144 00:05:52,000 --> 00:05:55,000 Control V, grab that last version, 145 00:05:55,000 --> 00:05:58,000 and that last one's gonna be somewhere over here 146 00:05:58,000 --> 00:05:59,000 on the report page. 147 00:05:59,000 --> 00:06:00,000 And check this out. 148 00:06:00,000 --> 00:06:04,000 Now what I can do is kind of rough these in a little bit 149 00:06:06,000 --> 00:06:08,000 and then select a blank spot on the canvas. 150 00:06:08,000 --> 00:06:12,000 Grab all four of those rounded rectangles, 151 00:06:12,000 --> 00:06:16,000 head to format, align, distribute horizontally, align, 152 00:06:17,000 --> 00:06:18,000 align top. 153 00:06:19,000 --> 00:06:21,000 So that's looking pretty good. 154 00:06:22,000 --> 00:06:23,000 Still a little bit tight I think. 155 00:06:23,000 --> 00:06:25,000 So I'm gonna use the arrows 156 00:06:25,000 --> 00:06:27,000 to kind of fine tune this just a little bit, 157 00:06:27,000 --> 00:06:32,000 select them again, format, align, distribute horizontally. 158 00:06:33,000 --> 00:06:34,000 That looks pretty good. 159 00:06:34,000 --> 00:06:35,000 Now last thing I wanna do 160 00:06:35,000 --> 00:06:38,000 in this lesson is add another shape, 161 00:06:38,000 --> 00:06:41,000 this time just a regular rectangle. 162 00:06:41,000 --> 00:06:43,000 And I wanna create the background 163 00:06:43,000 --> 00:06:46,000 for that navigation on the left side here. 164 00:06:46,000 --> 00:06:49,000 So I'm gonna resize it so it goes top to bottom. 165 00:06:49,000 --> 00:06:51,000 Can activate that format pain again like so, 166 00:06:51,000 --> 00:06:53,000 let's change the size 167 00:06:53,000 --> 00:06:56,000 to a 45 width, which actually looks good. 168 00:06:56,000 --> 00:07:00,000 And all we need to do here is in the shape style options. 169 00:07:00,000 --> 00:07:02,000 Let's just change the fill color 170 00:07:02,000 --> 00:07:06,000 to that same dark gray and turn off the border. 171 00:07:06,000 --> 00:07:08,000 So I think that's gonna give us a nice background 172 00:07:08,000 --> 00:07:12,000 for the page navigation buttons that will create later on. 173 00:07:12,000 --> 00:07:14,000 And because this navigation bar will exist 174 00:07:14,000 --> 00:07:18,000 on every page of our report, I'm gonna go ahead and copy it 175 00:07:18,000 --> 00:07:23,000 and paste it into our map page, our product detail page 176 00:07:23,000 --> 00:07:25,000 and our customer detail page as well. 177 00:07:25,000 --> 00:07:27,000 So I think that should do it for now. 178 00:07:27,000 --> 00:07:28,000 Go ahead and save your report 179 00:07:28,000 --> 00:07:30,000 and I'll see you in the next lesson. 14379

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