Business Reporting: Creating & Formatting Matrix Visualizations in Power BI


Overview/Description
Expected Duration
Lesson Objectives
Course Number
Expertise Level



Overview/Description

Some of Power BI's advanced capabilities include mapping relationships among tables and customizing the look and functionality of matrix visualizations. You'll start this course using E-R (entity-relationship) diagrams to create, edit, and delete relationships among columns in different tables. You'll then move on to creating matrix visualizations and setting up a matrix control. You'll use the matrix control to visualize parent and child columns via a drill-down feature. You'll then create a column from a formula (known as a measure in Power BI) and perform various formatting operations to your matrix visualization, such as adding a title and row subtotals, editing text size and alignment, and turning on vertical and horizontal gridlines. Lastly, you'll implement conditional formatting on your matrix visualization.



Expected Duration (hours)
1.9

Lesson Objectives

Business Reporting: Creating & Formatting Matrix Visualizations in Power BI

  • discover the key concepts covered in this course
  • create a relationship between two tables in Power BI and enable automatic detection of these relationships
  • disable automatic detection of relationships between tables in Power BI and manually create and edit relationships between tables
  • experiment with 1:1, Many: Many, 1:Many, and Many:1 table relationships and create relationships among tables by dragging and dropping columns
  • use the Power BI Report View to visualize data that has been imported from an Excel spreadsheet and instantiate a matrix visualization in the report view
  • populate the matrix visualization using the State and Values field inputs from the Visualizations tab; perform aggregation operations on the Values field; and leverage the Page Information, Page Size, and Page Background cards from the context-sensitive Format Control tab to control color, transparency, and layout of the Power BI report page
  • enable a matrix to drill down to a specific level and then disable the matrix from having a drill-down
  • drill down data rows in matrix visualizations and apply a filter to drill down into a particular row using the drill-down button
  • perform sort operations on the rows and drill-down and drill-up operations on the rows and columns of matrix visualizations
  • create a column calculated from a formula using a new measure
  • leverage the Visualiations pane's context-sensitive Format Control tab to control the field hierarchy alignment, font color, gridlines, computation, and position of subtotals and outline color of a matrix control using the Title, Column Headers, Rows, and Subtotals cards
  • apply conditional formatting and add data bars with custom colors to a matrix, then replace the data in a matrix column with data bars
  • summarize the key concepts covered in this course
  • Course Number:
    it_dabrbidj_03_enus

    Expertise Level
    Intermediate