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Power excel 2016 with mrexcel Master Pivot Tables, Subtotals, Charts, VLOOKUP, IF, Data Analysis in Excel 2010–2013 (Bill Jelen) (z-lib.org).pdf
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POWER EXCEL WITH MR EXCEL

 

 

To define synonyms, enter the Relationship View using the third icon along the left edge of Power BI

Desktop. You will see a relationship diagram be- tween your tables. A Synonyms icon will be avail- able in the Ribbon.

Figure 1013 One way to get access the Synonym definitions is to use Relationship view.

Click on the Sales table in the relationship view. Click on the Synonyms icon. A list of synonyms will appear on the right side of the screen. Initially, the only synonym for Revenue is revenue. Click in the box and type other terms that mean revenue. Sepa- rate each term with a comma.

Figure 1014 Define synonyms for your fields.

HIDE COLUMNS SO THEY CAN'T BE CHOSEN

Problem: There are some fields in my table that I never want to appear in the report. Strategy: Use Hide from Report View. There are two ways to find this command.

Click the Data icon along the left edge of Power BI Desktop.

Figure 1015 See your tables using this icon.

PART 3: WRANGLING DATA

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When you can see the table, right-click any column and choose Hide from Report View.

If you hover over a field in the Fields list, an elipsis will appear. Click the … to access a menu where you can hide the column. This same menu offers the ability to unhide columns that have previously been hidden.

Figure 1016 Hover over a field to reveal the elipsis icon that leads to these choices.

THREE WAYS TO BUILD VISUALIZATIONS IN A REPORT

Some people who were early adopters of Excel 2013 may have experimented with a tool called Power View.

Other people using Power BI are long-time Excellers who are used to pivot tables and pivot charts. Others come from the world of SQL Server Analysis Services.

Say that you want to build a chart comparing this year and last year's revenue. There are three ways to start:

Power View veterans would drag the Revenue field to a blank area of the Reports canvas. This will 3 give you a default chart with a single column.

Excellers would drag the Revenue field to the Values drop zone. This will give you a one-row table. ●SQL Server people might select Clustered Column and then drag fields to the drop zones.

Any of those methods work fine. Once you have

Revenue on the canvas, choose a Clustered Column chart from the panel of visualizations.

Figure 1017 Choose the chart type.

Three icons will appear below the panel. The first icon shows the field drop zones. The second icon allows you to change the formatting of the chart. The third icon lets you add Analytics, such as trend lines or lines showing the average values.

Figure 1018 Build the chart using the Fields.

Drag Month from the Calendar table to the Axis drop zone. Drag Year from the Calendar table to the

Legend drop zone.

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POWER EXCEL WITH MR EXCEL

 

 

Figure 1019 A default clustered column chart, before formatting.

FORMATTING A CHART

The second icon at the top of the drop zones allows you to format the chart.

Power BI Desktop offers a lot of formatting choices. Although Legend appears with a single control for On or Off, if you click the V to the left of the word Legend, the choices will expand to offer many other settings.

Feel free to experiment with the settings. I thought it might be cool to add an image behind the plot area in my chart. But then I realized it was not that cool. Use the "X" to remove the image.

Figure 1020 Choices for formatting the chart

Figure 1021 If you add an element that you don't like, you can delete it with the "X".

When Power View debuted in Excel 2013, I complained that the available formatting was terrible. Kudos to the Power Bi Desktop team for building out a wide variety of formatting choices.

PART 3: WRANGLING DATA

 

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ADD LINES USING ANALYTICS

Use the Analytics icon to draw dynamic lines on your chart. You can add a line to show the average or at

80% percentile or a line at a constant value.

Figure 1022 Drawing a line at the80th percentile was hard in Excel, but built in here.

 

ADDING MORE VISUALIZATIONS TO A PAGE

 

 

After you are finished formatting your first chart, you need to click in the blank area of the canvas to

 

deactivate that chart. You can now being building your next visualization just like you built the first vi-

 

sualization.

 

3

Gotcha: When you have several visualizations on the page, you have to click on a visualization before you

start using the tools at the right side of Power BI Desktop. I frequently have problems with this. I will

 

 

start focusing on Chart 3, figuring out what to do next and start moving fields around before activating

 

the chart.

 

Gotcha: Don't click to add a visualization without unselecting the previously active visualization. Otherwise, you will change your nice column chart to a map chart or whatever you are trying to build next.

IT IS INSANELY EASY TO BUILD A HIERARCHY

It is very easy to build a hierarchy chart so people can drill-down in to the chart. Start by building a col- umn chart by Region. Then, drag lower levels into the Axis drop zone. After the second field is added, the chart will show a Drill-Down mode indicator.

Figure 1023 Stack four fields in the Axis region.

Initially, the chart only shows data at the Region level. As you drill down, you can see States within a region, then Cities within a state, the Customers within a city.