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SkillSoft Explore Course

Aspire     Business Analyst to Data Analyst     Business Analyst to Data Analyst Track 2: Decision Analyst

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.



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