Business Reporting: Creating & Formatting Matrix Visualizations in Power BI

Microsoft Power BI 2.85    |    Intermediate
  • 13 videos | 1h 56m 23s
  • Includes Assessment
  • Earns a Badge
Rating 4.4 of 230 users Rating 4.4 of 230 users (230)
Some of Power BI's advanced capabilities include mapping relationships among tables and customizing the look and functionality of matrix visualizations. You'll start this course using E-R (entity-relationship) diagrams to create, edit, and delete relationships among columns in different tables. You'll then move on to creating matrix visualizations and setting up a matrix control. You'll use the matrix control to visualize parent and child columns via a drill-down feature. You'll then create a column from a formula (known as a measure in Power BI) and perform various formatting operations to your matrix visualization, such as adding a title and row subtotals, editing text size and alignment, and turning on vertical and horizontal gridlines. Lastly, you'll implement conditional formatting on your matrix visualization.

WHAT YOU WILL LEARN

  • Discover the key concepts covered in this course
    Create a relationship between two tables in power bi and enable automatic detection of these relationships
    Disable automatic detection of relationships between tables in power bi and manually create and edit relationships between tables
    Experiment with 1:1, many: many, 1:many, and many:1 table relationships and create relationships among tables by dragging and dropping columns
    Use the power bi report view to visualize data that has been imported from an excel spreadsheet and instantiate a matrix visualization in the report view
    Populate the matrix visualization using the state and values field inputs from the visualizations tab; perform aggregation operations on the values field; and leverage the page information, page size, and page background cards from the context-sensitive format control tab to control color, transparency, and layout of the power bi report page
    Enable a matrix to drill down to a specific level and then disable the matrix from having a drill-down
  • Drill down data rows in matrix visualizations and apply a filter to drill down into a particular row using the drill-down button
    Perform sort operations on the rows and drill-down and drill-up operations on the rows and columns of matrix visualizations
    Create a column calculated from a formula using a new measure
    Leverage the visualiations pane's context-sensitive format control tab to control the field hierarchy alignment, font color, gridlines, computation, and position of subtotals and outline color of a matrix control using the title, column headers, rows, and subtotals cards
    Apply conditional formatting and add data bars with custom colors to a matrix, then replace the data in a matrix column with data bars
    Summarize the key concepts covered in this course

IN THIS COURSE

  • 2m 48s
  • 10m 13s
    In this video, you will create a relationship between two tables in Power BI and enable automatic detection of relationships. FREE ACCESS
  • Locked
    3.  Creating and Editing Table Relationships
    7m
    In this video, you will learn how to disable automatic detection of relationships between tables in Power BI and manually create and edit relationships between tables. FREE ACCESS
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    4.  Using Different Types of Table Relationships
    10m 50s
    In this video, you will learn how to experiment with one-to-one, many-to-many, one-to-many, and many-to-one table relationships and create relationships among tables by dragging and dropping columns. FREE ACCESS
  • Locked
    5.  Creating Matrix Visualizations
    7m 33s
    In this video, you will learn how to use the Power BI Report View to visualize data that has been imported from an Excel spreadsheet and create a matrix visualization in the report view. FREE ACCESS
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    6.  Formatting Matrix Visualizations
    11m 23s
    In this video, you'll learn how to populate the matrix visualization using the State and Values field inputs from the Visualizations tab; perform aggregation operations on the Values field; and leverage the Page Information, Page Size, and Page Background cards from the context-sensitive Format Control tab to control color, transparency, and layout of the Power BI report page. FREE ACCESS
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    7.  Implementing Drill-downs in Matrix Visualizations
    9m 26s
    During this video, you will learn how to enable a matrix to drill down to a specific level and then disable the matrix from having a drill-down. FREE ACCESS
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    8.  Using Drill-down/up Operations in Matrices
    11m 31s
    To drill down into a particular row in a matrix visualization, find the drill-down button and apply a filter. FREE ACCESS
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    9.  Drilling Through and Sorting Rows in Matrices
    9m 48s
    Find out how to perform sort operations on the rows and drill-down and drill-up operations on the rows and columns of matrix visualizations. FREE ACCESS
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    10.  Creating a Calculated Column from a New Measure
    8m 49s
    In this video, learn how to create a column calculated from a formula using a new measure. FREE ACCESS
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    11.  Editing the Aesthetics of a Matrix Visualization
    11m 12s
    In this video, you will learn how to use the Visualizations pane's context-sensitive Format Control tab to control the field hierarchy alignment, font color, gridlines, computation, and position of subtotals and outline color of a matrix control using the Title, Column Headers, Rows, and Subtotals cards. FREE ACCESS
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    12.  Implementing Conditional Formatting in a Matrix Visualization
    12m 52s
    During this video, you will learn how to apply conditional formatting and add data bars with custom colors to a matrix. You will also learn how to replace the data in a matrix column with data bars. FREE ACCESS
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    13.  Course Summary
    2m 59s

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