Practice Exercise: Creating Visualizations in Power BI – A Hands on Guide
In this workshop, we will now work with real sales data and build visualizations step by step. The parameters in the dataset contain sales transactions, product categories, sales representatives and profit margins over different regions. Finally, at the end of this tutorial, you will have a fully interactive Power BI dashboard that simply presents business data in an easily interpretable manner.
Let's move on with impactful visualizations in Power BI!
Step 1: Importing Data into Power BI
As before we create visualizations, we should get the data into Power BI. This time, we will work with a sample Sales Performance Dataset in Excel.
Sales Performance Dataset (Excel Format)
Headings:
Order ID, Date, Region, Product, Category, Sales Amount, Profit, Quantity, Sales Rep
Sample Data:
1001, 2024-01-05, East, Laptop, Electronics, 1500, 200, 2, John Doe
1002, 2024-01-07, West, Printer, Office, 300, 50, 1, Jane Smith
1003, 2024-02-10, North, Monitor, Electronics, 700, 120, 3, Alex Brown
1004, 2024-02-15, South, Chair, Furniture, 150, 30, 4, Emily Davis
1005, 2024-03-01, East, Desk, Furniture, 500, 90, 1, Mark Wilson
Importing Data to Power BI:
1. Open Power BI Desktop on your computer.
2. Select Home → Get Data → Excel and choose the file containing the dataset.
3. Ensure that upon loading, all columns are displayed in the Fields Pane (Order ID, sales amount, profit, etc.
).
Cool! We are now ready to create some visualizations based on this dataset.