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MBA 504 Module Four Power BI Assignment User Manual

MBA 504 Module Four Power BI Assignment User Manual ...................................................... 1 Introduction ............................................................................................................................... 1

Accessing Power BI via the VDI .............................................................................................. 1 Importing Files to Power BI .................................................................................................... 2 Working on the Module Four Power BI Assignment ............................................................. 3

Creating a Pie Chart 3 Creating a Column Chart 8

Exporting Files From Power BI ............................................................................................. 12

Introduction Power BI is a tool that enables its users to visualize data and present it in a manner that is easy to understand and analyze.

Accessing Power BI via the VDI 1. Open the virtual desktop infrastructure (VDI) on your machine.

2. In the VDI home screen, select Power BI.

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Importing Files to Power BI 1. Once Power BI opens, close out of any message windows that may pop up. On the Power BI

homepage, you can select the type of file you want to import.

2. Go to File, then Get Data, and select Text/CSV.

Note: For the steps to access Power BI tool via the VDI, refer Accessing Power BI via the VDI.

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3. The Open window is displayed.

4. Go to Desktop, then Business Analytics Course Content Folder, and then MBA-504. Select the CSV file to be imported and click Open.

5. Click Load. The data is imported in Power BI. You can now perform your analysis.

Working on the Module Four Power BI Assignment In MBA 504, you will access Power BI using the VDI in the Module Four Power BI assignment. In this assignment, you will create a pie chart and a column chart for your analysis. Creating a Pie Chart

1. Access Power BI and import the required CSV file.

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Note: To learn the process for how to access and import files into Power BI, refer Importing Files to Power BI.

2. In the displayed right pane, under Visualizations, click the pie chart icon.

In the center pane, the pie chart placeholder is displayed.

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Note: To view the name of the icon, place your cursor over the icon. For example, to view the name pie chart, place your cursor over the following icon.

3. Using the resizing tool, resize the pie chart placeholder so that it fits the screen.

The placeholder is resized. You can now move ahead and plot the pie chart per the required attributes.

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4. To add an attribute, in the right pane, under Fields, drag an attribute and place it under Visualizations and Legend/Details/Values/Tooltips.

For example, let’s move the attributes Order Date and Product Name from Fields to Axis and Values in Visualizations.

The fields are also displayed in the boxes under Visualizations.

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5. After moving the two attributes, the pie chart is displayed.

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Creating a Column Chart 1. Access Power BI and import the required CSV file.

Note: To learn how to access and import files into Power BI, refer to Importing Files to Power BI.

2. In the displayed right pane, under Visualizations, click the clustered column chart icon.

In the center pane, the clustered column chart placeholder is displayed.

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Note: To view the name of the icon, place your cursor over the icon. For example, to view the name clustered column chart, place your cursor over the following icon.

A screenshot representing the different visualizations. A label is appearing from the clustered column chart defining it.

3. Using the resizing tool, resize the clustered column chart placeholder so that it fits the

screen.

The placeholder is resized. You can now move ahead and plot the column chart per the required attributes.

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4. To add an attribute, in the right pane, under Fields, drag an attribute and place it under

Visualizations and Axis/Legend/Values/Tooltips.

For example, let’s move the attributes Order Date and Product Name from Fields to Axis and Values from Visualizations.

The fields are also displayed in the boxes under Visualizations.

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5. After you move the two attributes, the column chart is displayed.

Note: You can now manipulate the Order Date criteria (year, quarter, month, and date) as your analysis. You can keep a single criterion or a combination of multiple criteria. For example, to view the products, we remove the Year and Quarter criteria from Order Date. The graph will then look as shown below.

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Exporting Files From Power BI Note: There is no way to import an individual file from Power BI in the VDI. All graphs can be imported all at once. You can later take the screenshots from the downloaded file to add it to your assignments.

1. In the upper right corner of the virtual desktop infrastructure (VDI) screen, click File.

2. Place your cursor over Export, and in the right pane select Export to PDF.

3. All the charts are downloaded in one PDF.

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4. Take a screenshot of an individual chart page and add it to your solution for the assignment.