Week 5 Power BI Executive Summary

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MBA 620 Module Five Power BI Executive Summary Assignment User Manual Introduction .............................................................................................................................................. 2 Accessing Power BI Via the Virtual Desktop Infrastructure (VDI) ............................................................. 2 Accessing and Cleaning the CSV File ......................................................................................................... 3 Importing CSV Files to Power BI ................................................................................................................ 5 Working on the Module Five Visualization of Financial Performance Assignment .................................. 9 Creating Clustered Column Charts ............................................................................................................ 9 Creating a Line Chart ............................................................................................................................... 15 Exporting Files From Power BI ................................................................................................................ 19 Uploading Image Files to OneDrive ........................................................................................................ 21

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

Accessing Power BI Via the Virtual Desktop Infrastructure (VDI)

1. Open the virtual desktop infrastructure (VDI) on your machine.

2. On the VDI home screen, select Power BI Desktop. The Power BI homepage is displayed.

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Accessing and Cleaning the CSV File We should clean the CSV file before we import it into Power BI. For example, to plot charts as per the prompt in the assignment guidelines, we will use data from the Balance Sheets section of the supplied comma-separated values (CSV) file, which is a delimited text file that uses a comma to separate values. Each line of the file is a data record. The other data sections, such as Income Statement, Cash Flow Statement, and Supporting Schedules, are not required and will be removed before we conduct the analysis. To open and clean the data set CSV file, locate the file MBA620_Module five_Assignment two_Company A Financial within the MBA 620 folder.

1. On the VDI home screen, open the Business Analytics Course Content folder on the VDI desktop.

2. Click on the file MBA620_Module five_Assignment two_Company A Financial CSV to open it in the Microsoft Excel application within the virtual desktop.

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3. In the file, we can remove the following data to clean the CSV file for creating the specific chart in the assignment:

• Remove columns A, C, and D, as they are empty and not required in analysis.

• Remove rows 1, 2, 3, and 4, as that data is not required to plot the charts in Power BI.

• In section 1 of the prompt, in guiding question 1, you are asked to analyze the data in the balance sheet section of the CSV file, which is starting from row 18 and extends to row 35. This makes all other data irrelevant. Therefore, we can remove all the other data rows.

After removing the above-mentioned columns and rows, we will have the following data.

4. Now we move the text in row 2 to row 1 to make it a header of the CSV file. The sheet will now have the text Balance Sheet, 2017, 2018, and 2019 in row 1.

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This is now a cleaned data sheet and will enable you to complete the first sub-task of section 1 in the assignment. Similarly, clean the data sheet as per the requirement before solving the other question given in the assignment. Ensure you save your work before proceeding to the next step. Remember the location on the virtual desktop and the name you give this file, as you’ll be importing it into Power BI in the next step.

Importing CSV Files to Power BI

NOTE: Once Power BI opens, close out of any message windows that may pop up. Do not use the "Import data from excel" button shown below.

1. Click on File, then Get Data, and then Text/CSV.

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

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The Open window is displayed. You may need to open the drop-down box in the lower right corner to change the file type to "All Files."

2. Go to the location you where you saved your cleaned CSV file, select it, and click Open to begin importing. The preview window with the data set content is displayed. If you do not see your CSV file where you expect it, be sure that "ALL FILES" is selected in the file type drop-down menu.

In the imported CSV file, we see that the headers for the data are Column1, Column2, Column3, and Column4. We need the sheet to have the headers labeled Balance Sheet, 2017, 2018, and 2019.

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If you come across an error, refer to the steps below. If the headers are displayed correctly, proceed to step 3. To resolve the error of incorrect headers:

i. In the preview window, on the bottom right side, select Transform Data.

ii. In the top ribbon, under the Home tab, in Transform, select Use First Row as Headers.

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iii. In the upper right corner of the window, click the cancel icon . The Power Query Editor window is displayed.

iv. Click Yes. The changed headers are applied, and the data is imported into the Power BI home page.

3. Click Load. The data has been imported in Power BI. You can now perform your analysis.

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Working on the Module Five Visualization of Financial Performance Assignment In MBA 620, you will access Power BI using the VDI for the Module Five Visualization of Financial Performance assignment. In this assignment, you will create a clustered column charts and line and column charts (also called combo charts) for your analysis.

Creating Clustered Column Charts

1. Access Power BI and import the CSV files.

Note: To learn the process for importing files into Power BI, refer to Importing CSV Files to Power BI.

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

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3. In the center pane, the line chart placeholder is displayed.

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.

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4. Using the re-sizing tool, resize the clustered column chart placeholder so that it fits the screen.

5. The placeholder is re-sized. You can now move ahead and plot the clustered column chart per the required attributes.

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

a. For example, let’s move the attributes Balance Sheets, 2017, 2018, and 2019 from

Fields to Axis and Values in Visualizations. This will provide us with the graph for analyzing the balance sheet for the years 2017, 2018, and 2019.

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b. The fields are then displayed in the boxes under the Axis and Values, under Visualizations.

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7. After moving the three attributes, the clustered column chart is displayed in the center pane.

In the assignment prompt, we have been asked to analyze Company A’s assets, liabilities, and equity. We have the graph with all attributes. To get a graph with only these three values (assets, liabilities, and equity) we will apply filters. To apply filters:

8. On the right side of the clustered column chart, under Filters, point your cursor towards Balance Sheets.

9. Click the arrow icon

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The expanded list with a checklist of attributes under Balance Sheet are displayed.

10. In the displayed list, select the options Total Assets and Total Liabilities & Owners' Equity. The graph is filtered and will display information for only Total Assets and Total Liabilities & Owners' Equity.

You can now perform your analysis.

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Creating a Line Chart

1. Access Power BI and import the required CSV file

Note: To learn the process for importing files into Power BI, refer to Importing Files to Power BI.

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

3. In the center pane, the line 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 Line and clustered column chart, place your cursor over the following icon.

4. Using the re-sizing tool, resize the line and clustered column chart placeholder so that it fits the screen.

5. The placeholder is re-sized. You can now move ahead and plot the line and clustered column chart per the required attributes.

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6. 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 Income Statement, 2017, 2018, and 2019 from Fields to Axis and Values respectively in Visualizations. This will provide us with the graph for analyzing the income statement for Company A for the years 2017, 2018, and 2019.

7. The fields are then displayed in the boxes under Axis and Values, under Visualizations.

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8. After moving the four attributes, the line chart is displayed in the center pane.

You can now perform your analysis by analyzing the different attributes in the line chart.

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Exporting Files From Power BI Note: Power BI doesn’t allow to export individual chart or graph files to the VDI. All charts or graphs can be exported at once. You can later take the screenshot from the downloaded file to add them individually to your assignment submission.

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

2. In the displayed list, select Export, and in the right pane select Export to PDF.

3. All the charts are opened in one PDF document.

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4. Take a screenshot of an individual chart page and save it in the VDI. Once the screenshots are taken, you can upload them onto OneDrive.

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Uploading Image Files to OneDrive

1. In the VDI, open the OneDrive-SNHU application.

2. A browser will open, and the OneDrive login page is displayed.

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3. Enter your SNHU login ID email and click Next. The Password page is displayed.

4. Enter your SNHU password and click Sign in. The OneDrive user homepage is displayed.

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5. In the top pane, click + New.

6. In the displayed list, click Folder. The Create a folder dialog box is displayed.

7. Enter a name for the folder and click Create. The new folder is created and displayed in OneDrive.

8. Open the new folder.

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9. In the top pane, click Upload.

10. In the displayed options, select Files. The Open window is displayed.

11. Navigate to the saved graphs image files. Select them and click Open.

12. The image files are uploaded to OneDrive. A success message indicating the successful upload of the files is displayed.