Create Data Model & Conduct Visualisation in Power BI Desktop
- 1. Create Data Model & Conduct Visualisation in Power BI Desktop TO IMPROVE ITS BUDGETING AND FORECASTS BASED ON THE ACTUAL COSTS INCURRED AU T H O R : A N T H O N Y M O K DAT E : 18 N OV 2 0 2 3 E M A I L : X X I AO H AO @ YA H O O . C O M
- 2. What are…? DATA MODEL An abstract model that organises elements of data and standardises how they relate to one another and to the properties of real-world entities It provides a framework for understanding, storing, and managing data in a database or other data repository POWER BI DESKTOP Power BI Desktop is a free data visualization and business intelligence tool developed by Microsoft. It allows users to connect to a wide variety of data sources, transform and clean data, create interactive dashboards and reports, and share insights with others
- 3. Project’s Context, Objective & Strategies CONTEXT STRATEGIES • Load & combine data from multiple Excel & .csv files into Power BI, removing any unnecessary columns • Establish relationships between tables to connect data from the ‘Dimension’ Table to the ‘Forecast’ and ‘Budget’ Tables • Create a ‘Calendar’ Table using DAX, add it to the data model, & establish relationships with other tables • Visualise the budget by region using a chart • Create a line graph to compare monthly budget & forecast • Analyse budget distribution by business area using a pie chart • Create linked stacked column charts to visualise budget breakdown by cost element group and IT area OBJECTIVE Likes to improve its budgeting and forecasts based on the actual costs incurred A global agency (an ex-coaching client) goes through a yearly budgeting process, where it evaluates the costs incurred by various departments and uses that information to forecast expenses
- 4. Combine Multiple Files For Power BI • Data for several countries across various departments in the ‘Dimension Tables.xlsx’, ‘Forecast_1.xlsx’ & ‘Budget_1.csv’ files were loaded into Power BI • As the monthly actuals sales are in separate the files, these were combined while loading this data into Power BI Desktop
- 5. Establish Relationships Between Tables Relationship 1 The data in the ‘Dimension’ and ‘Forecast’ Tables were linked by connecting the ‘IT Dep.’ field in the ‘Forecast’ Table to the ‘IT Department’ field of the ‘Dimension’ Table Relationship 2 The data in the ‘Dimension’ and ‘Budget’ Tables were linked by connecting the ‘IT Dep.’ field in the ‘Budget’ table to the ‘IT Department’ field of the ‘Dimension’ Table
- 6. Create a ‘Calendar’ Table Using DAX • The new ‘Calendar’ Table was created using the DAX function with starting and ending dates between 1st January 2020 and 31st December 2020 • DAX expression: “Calendar = CALENDAR(DATE(2020,01,02),DATE(2020,12,31 ))”, was scripted to create the ‘Calendar’ table • A hierarchy for the date was created in the ‘Calendar’ Table • The current model was updated by linking ‘Date’ key in the ‘Calendar’ Table to the ‘Date’ keys in the ‘forecast’, ‘actuals’ & ‘budget’ Tables
- 7. Visualise Budget By Region (By Bar Chart)* After shifting the ‘Budget’ and ‘Region’ fields into the ‘X-axis’ and ‘Y-axis’, respectively, the Cluster Bar Chart was created. The bars in the chart were sorted in ascending order. The labels of the visual were formatted, with the ‘Zoom Slider’ and Average Line added * This is one of many visuals created for this project, which is part of the Dashboard. The Dashboard can be found in the report, which the ex- coaching client has requested not to be released
- 8. Visualise Monthly Budget & Forecast (By Line Graph)* After shifting the ‘Month’ field into the ‘X-axis’ and ‘Budget’ and ‘Region’ fields into ‘Y-axis’, the Line Graph was created. The labels were formatted, with ‘Zoom Slider’ added * This is one of many visuals created for this project, which is part of the Dashboard. The Dashboard can be found in the report, which the ex- coaching client has requested not to be released
- 9. Analyse Budget Distribution by Business Area* A Matrix Table was created after fitting the ‘Business Area’ and Sum of Budget’ fields, respectively, into the ‘Row’ and ‘Values’ boxes in the ‘Visualisation’ Panel. The table was further formatted to improve its visual presentation and labelling for ease of reference A Pie Chart was created after fitting the ‘Business Area’ and ‘Sum of Budget’ fields, respectively, into the ‘Legend’ and ‘Values’ boxes in the ‘Visualisations’ Panel. The table was further formatted to improve its visual presentation and labelling for ease of reference * This is one of many visuals created for this project, which is part of the Dashboard. The Dashboard can be found in the report, which the ex- coaching client has requested not to be released
- 10. Visualise Budget Breakdown* (By Linked Stacked Column Charts) • Two Stacked Column Charts, showing the budget by the ‘Cost Element Group’ field & ‘Budget By the IT Area’ field • Using the ‘Highlighting’ function, both of these charts were linked Client’s Special Request** When the ‘Budget in the Labor Department’ was clicked, only the ‘Labor Budget Across IT Areas’ (like, BU support, IT infra, functional, etc.) are shown * This is one of many visuals created for this project, which is part of the Dashboard. The Dashboard can be found in the report, which the ex- coaching client has requested not to be released ** There were several of such special request from the client, this is one of them
- 11. Create Data Model & Conduct Visualisation in Power BI Desktop TO IMPROVE ITS BUDGETING AND FORECASTS BASED ON THE ACTUAL COSTS INCURRED AU T H O R : A N T H O N Y M O K DAT E : 18 N OV 2 0 2 3 E M A I L : X X I AO H AO @ YA H O O . C O M