PowerBI report

On your dashboard blank sheet, you will notice 3 buttons on the left:

• The first one allows you to edit your report (visuals: graphs, texts, etc.)
• The second one allows you to modify your data and create calculated fields (for example, a new column)

Pie Charts

Let’s add a chart:

In the right sidebar Visualization, click on Pie Chart

When you click on a chart present on your report, you access its configuration:

fields used, calculation mode (count, sum, etc.), and display (title, labels, colors)

• In the right section Fields, search for status_complete: click and drag this field to the Legend area of your chart configuration.
• Still on the right, search for id and drag this field to the Values area of the configuration.
• To the right of the id field you just added, expand the options with the arrow and select Count: here, we only want to count the rows, not sum them.

The Format section of the Visualization tab in the chart configuration allows you to modify the title, colors, labels, etc.

Table

Now we want to display the list of activities corresponding to the different sectors of our chart.

In Visualizations, choose Table

Add fields to the columns, as before.

Some fields will be grouped by default by PowerBI. If you want to display all rows of your data, make sure to expand the field options and select “Do not summarize”

By default, for a date-type field, PowerBI expands the “date hierarchy”. You can disable this option on the field.

You can rename the columns in the options for each field.

When you click on a sector of your pie chart, the table is automatically updated!

Date Filter

In PowerBI, filters are created using the SLICER visual

Add a Slicer visual and set the field scheduled_start_at

Feel free to customize the display. Changing the dates in this slicer allows you to filter the entire report.

Now it’s your turn!