Prof Double R
MBA 580 Power BI User Manual
Contents
Getting Started With Power BI 2
Access Power BI From the VDI 2
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
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.
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).
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.
5. The Power BI homepage opens.
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.
2. Select File in the top menu on the Power BI homepage.
3. On the left-hand side, click Get Data.
4. On the Get Data screen, click Text/CSV.
5. Select Desktop and then Business Analytics Course Content.
6. Select the folder for MBA 580.
7. Open the MBA 580 Comparative Growth Data file.
8. In the Data Set Preview window, click Load.
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.
10. You’re now ready to create the Milestone Two Assignment pie charts for analysis.
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.
2. Select and drag the corner of the pie chart. Resize it to fill the window.
3. Select the attribute Markets and Competitors from the Data pane.
4. The Market and Competitors attribute self-populates in the Legend field of the Visualization pane.
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.
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.
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.
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.
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.
2. Select Export in the left-hand pane.
3. Click Export to PDF.
4. The PDF opens. You’re now ready to capture screenshots.
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:
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