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MBA580PowerBIUserManual.docx

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MBA 580 Power BI User Manual

Contents

Getting Started With Power BI 2

Introduction 2

Access Power BI From the VDI 2

Importing Files to Power BI 4

Directions for Plotting Milestone Two Pie Charts 8

Plot Chart 1: Market Share Percentage for Cars and Trucks Now 8

Plot Chart 2: Market Share Percentage for Cars and Trucks in 2030 11

Plot Chart 3: Market Share Percentage for Connected Cars and Trucks Now 12

Plot Chart 4: Market Share Percentage for Connected Cars and Trucks in 2030 12

Capturing Pie Chart Screenshots 12

Exporting Your Power BI File as a PDF 13

Capturing Screenshots 14

Getting Started With Power BI

Introduction

Power BI allows users to visualize and present data in a way that is easy to understand and analyze. You will access Power BI from a virtual desktop interface (VDI) included in your course.

Access Power BI From the VDI

Follow these steps to access Power BI:

1. Navigate to the VDI Access area in your Brightspace course. Click the VDI Access link to access the virtual student lab.

A screenshot of the modules in the course. A red box is placed around the VDI Access area in the left panel of the  Brightspace course.

2. Select the appropriate student lab for your course. For guidance, review the VDI Instructions document (linked in the VDI Access area of the course).

The VDI Access homepage shows options for selecting the right student lab. The menu at the top of the page includes links to sections titled Favorites, Apps, For You, and Support.

3. Allow a few minutes for the software and resources to load to the VDI.

Note: You may receive various notifications when accessing and using the VDI desktop and Power BI. Complete requested tasks or close the notifications as appropriate.

4. Select the Power BI Desktop icon from the VDI home screen.

Note: The icon may be in a different location each time you open the desktop.

The desktop includes various apps on a blue background with App titles in white text. The Power Bi Desktop app is surrounded by a red box.

5. The Power BI homepage opens.

This is the Power BI home page. This page is used  to  select a data source or create a blank report.

Importing Files to Power BI

Once the Power BI homepage is displayed, close any pop-up windows and follow these steps:

1. Click the Excel Workbook icon to open the files for MBA 580.

This is the Power BI homepage. This page is used  to  select a data source or create a blank report. A red box is surrounding the data source: Excel workbook.

2. Select File in the top menu on the Power BI homepage.

This is the power BI homepage. The File menu option is in the upper left.

3. On the left-hand side, click Get Data.

This is the power BI homepage. A red box is surrounding the Get Data option.

4. On the Get Data screen, click Text/CSV.

This image shows the most common types of data used in Power BI. A red box surrounds the Text/CSV option in the Get Data pane.

5. Select Desktop and then Business Analytics Course Content.

This image shows the window used to open the VDI desktop files and shortcuts. A red box surrounds the Desktop option, and another red box surrounds the Business Analytics Course Content shortcut.

6. Select the folder for MBA 580.

This image shows the window used to open the MBA 580 folder.

7. Open the MBA 580 Comparative Growth Data file.

This image shows the window used to open the  MBA 580 Comparative Growth Data file. A red box surrounds the file title, and another box surrounds the Open button.

8. In the Data Set Preview window, click Load.

This image shows the Data Set Preview window. A red box surrounds the Load button on the bottom.

9. The data will load into the Data pane on the right side of the screen. Select the arrow to see the data attributes needed for your analysis.

An image showing the data in the Power BI Data pane located on the right side of the screen. A red box surrounds an arrow next to the imported data attribute title.

10. You’re now ready to create the Milestone Two Assignment pie charts for analysis.

This image shows the expanded data set attributes in the Power BI Data pane.

Directions for Plotting Milestone Two Pie Charts

Plot Chart 1: Market Share Percentage for Cars and Trucks Now

Follow these steps:

1. Select the pie chart icon from the Visualizations pane on the right side of the screen.

This image shows the Power BI Visualization pane located to the left of the Data pane. The pie chart icon located in the Visualization pane is surrounded by a red box.

2. Select and drag the corner of the pie chart. Resize it to fill the window.

The image shows a small pie chart on the left side of the Power Bi report page. A red box surrounds the corner of the pie chart element. Selecting and dragging the corner allows the pie chart to be resized.

3. Select the attribute Markets and Competitors from the Data pane.

The image shows a pie chart filling the report window. In the Data pane on the far right of the Power BI screen, a red box surrounds the checkbox next to the data attribute Markets and Competitors.

4. The Market and Competitors attribute self-populates in the Legend field of the Visualization pane.

In the Data pane on the far right of the Power BI screen, next to the checked box for data attribute Markets and Competitors, a red arrow points to the Legend field in the Visualizations pane. The Legend field is populated with the Markets and Competitor attribute.

5. Select the attribute Market Share Percentage for Cars and Trucks Now from the Data pane. The attribute self-populates in the Values field of the Visualizations pane.

In the Data pane on the far right of the Power BI screen, next to the checked box for data attribute Market Share Percentage for Cars and Trucks Now, a red arrow points to the Values field in the Visualizations pane. The Values field is populated with the Market Share Percentage for Cars and Trucks Now attribute.

6. You’ve now created the chart needed to analyze the existing market share of cars and trucks now (Values) for your company and competitor companies (Legend).

Click the Save icon in the upper left, name the file, and click the Save button.

A red box is around the Save icon in the upper left hand corner of the Power BI screen. A red box is also around the Save This File window. Milestone Two Charts is populated in the Name field.

7. You’ll repeat these steps to create the remaining three charts. To add pages for the other charts, you’ll click the plus icon at the bottom of the screen.

This image of the Power BI screen shows the completed pie chart on page 1. A red box surrounds the plus icon located at the bottom of the report screen.

Plot Chart 2: Market Share Percentage for Cars and Trucks in 2030

Follow these steps:

1. Click the plus icon to add a new page to your file.

2. Add a pie chart to page 2 of your file. Resize the chart to fill the window.

The image shows a blank screen on page two of the report. The visualization and Data pans show on the right side of the Power BI screen.

3. Select these Data pane attributes to populate the Visualizations pane:

· Legend: Markets and Competitors

· Values: Market Share Percentage for Cars and Trucks in 2030

4. Click Save.

Plot Chart 3: Market Share Percentage for Connected Cars and Trucks Now

Follow these steps:

1. Click the plus icon to add a new page to your file.

2. Add a pie chart to page 3 of your file. Resize the chart to fill the window.

3. Select these Data pane attributes to populate the Visualizations pane:

· Legend: Markets and Competitors

· Values: Market Share Percentage for Connected Cars and Trucks Now

4. Click Save.

Plot Chart 4: Market Share Percentage for Connected Cars and Trucks in 2030

Follow these steps:

1. Select the plus icon to add a new page to your file.

2. Add a pie chart to page 4 of your file. Resize the chart to fill the window.

3. Select these Data pane attributes to populate the Visualizations pane:

· Legend: Markets and Competitors

· Values: Market Share Percentage for Connected Cars and Trucks in 2030

4. Click Save.

You’ve now created the required charts for Milestone Two.

Capturing Pie Chart Screenshots

Capture one screenshot for each pie chart. Paste the screenshots directly into your Milestone Two submission. You can capture your screenshots directly from Power BI or export your file to a PDF and then capture your screenshots.

Directions for exporting your Power BI file to a PDF and for capturing screenshots are included below.

Exporting Your Power BI File as a PDF

Follow these steps to generate a PDF from your Power BI file:

1. Select File in the top menu.

This image shows page 4 of the Milestone Two Charts file in Power BI. A red box surrounds the File icon at the top left side of the Power BI window.

2. Select Export in the left-hand pane.

This image shows a red box around the Export option listed under the Power BI File menu.

3. Click Export to PDF.

This image shows a red box around the Export to PDF option listed under the Power BI Export menu.

4. The PDF opens. You’re now ready to capture screenshots.

This image shows the Milestone Two Charts Power BI file export to PDF.

Capturing Screenshots

PC Users

Follow these steps to capture a portion of your screen:

1. Press Windows Key + Shift + S to open the Snipping Tool.

2. Select the area of your screen to capture.

3. The screenshot is saved to your clipboard.

4. Paste the screenshot from your clipboard directly into your submission.

Mac Users

Follow these steps to capture a portion of your screen:

1. Press and hold Shift - Command - 4.

2. Move the crosshair to where you want to start the screenshot.

3. Press and drag the mouse button or trackpad to select the area you want to capture.

4. Release the mouse or trackpad button to take the screenshot.

5. The screenshot will be saved as a PNG file on your desktop.

6. Insert the image into your submission.

Here’s an example of a screenshot taken from a PDF:

Screenshot of the first chart in the Milestone Two Charts PDF.

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