Specialist Visualizations (Including Drill Down)

Question 1

How are KPI’s different from regular charts and metrics?

Answer 1

They align directly with strategic business objectives

Question 2

What does a well designed KPI do?

Answer 2

• Helps stakeholders clearly understand organizational or departmental goals
• Provide metrics that show progress

Question 3

How do KPI’s help stakeholders?

Answer 3

Makes it easy to comprehend
1. Overall business performance/health of the business
2. Progress toward business goals
3. Key Metrics

• To make Data-Driven decisions
• To Implement data driven strategies to promote successful business performance

Question 4

What are examples of visualizations that can be used for KPI’s?

Answer 4

1. Cards
2. Multi-Row Cards
3. Guages
4. The KPI Visual

Question 5

When would it be good to use a Card?

Answer 5

To represent essential statistics you want to track. For example, Sales Revenue

Question 6

What is a radial guage?

Answer 6

A circular arc that displays a single value, measuring progress toward a goal or target, or indicates the health of a single measure.

Question 7

What is a downside of a radial guage?

Answer 7

They take up a lot of space while portraying a small amount of insight

Question 8

What three components of a KPI Visual?

Answer 8

• Indicator: Primary measure
• Trend Axis: How the Indicator is performing over time
• Target Goals: The benchmarks you are trying to achieve

Question 9

Decomposition Tree Icon

Answer 9

Question 10

Decomposition Tree Chart Example

Answer 10

Question 11

What is an example of when Ribbon and Waterfall charts are useful?

Answer 11

Analyzing sales trends and financial performance across regions

Question 12

What is a Ribbon chart?

Answer 12

• A form of stacked chart for visualizing data and changes over time that has a clear ranking order
• A chart that stacks the highest ranked series at the top of the chart, making it easy to track shifts in the rankings over time.

Question 13

What does the Ribbon chart show?

Answer 13

Rankings and their shifts over time.

Question 14

How is a Ribbon Chart a form of a Stacked Chart?

Answer 14

• It looks like a continuous ribbon from left to right
• Look closer at the shading and you will see distinct stacked columns that are shaded a little darker
• The connecting part of the ribbon is shaded a little lighter

Question 15

Example of what goes in the Data Well for a Ribbon Chart

Answer 15

• X-Axis: Month
• Y-Axis: Order Total
• Legend: Product Region

Question 16

What does a Waterfall Chart show?

Answer 16

• A running total as Power BI adds and subtracts values
• Useful for showing cumulative effects over time
• Can show where the contribution is coming from. For example, the region that contributed to the increase or decrease of Total Sales

Question 17

When should you use a funnel chart?

Answer 17

• Ideal for data that moves through at least four stages
• Ideal for scenarios where you expect a greater number of items in the first stage than the final stage

Question 18

What is a funnel chart good for?

Answer 18

• Showing connected stages where items flow sequentially from one stage to the next
• Funnel charts can help reveal bottlenecks, such as where a significant number of items are being lost or not moving forward in linear processes

Question 19

Examples of good use for funnel chart

Answer 19

• Representing the progression of data through different stages like a sales workflow.
• Show how many potential customers move through each stage of the sales process, and stay in the process.
• Track the progress and success of click through advertising campaigns.

Question 20

How to read the funnel chart

Answer 20

• Each stage shows how many of the leads in the initial stage flow through to each of the next stages.
• For example, in this chart only 7.6% of leads resulted in actual sales.

Question 21

Example of stages in a funnel chart

Answer 21

1. Lead: Customers interested in a product or service
2. Qualify: Does the customer qualify for the product or service
3. Solution: Tailored solution presented to customer
4. Proposal: Sales terms presented to the customer
5. Finalized: Customer approves the terms and signs the contract

Question 22

What do you put in the Data Wells for a funnel chart?

Answer 22

• Category: The various stages for the funnel
• Values: For example, the number of applications in each stage

Question 23

Can the color of the bars in a funnel chart be changed?

Answer 23

Yes. They can be changed individually to fully customize the chart

Question 24

Where does the highest category display for a funnel chart? The top or the bottom?

Answer 24

You can customize this simply through sorting. It can show at the top or the bottom

Question 25

What do scatter plots do?

Answer 25

Represent how one factor is affected by another, their correlation

Question 26

What are the three ways the relationships between the variables can present?

Answer 26

- **Linear** follows a straight line - **Nonlinear** follows a curved line - **Random**

Question 27

What can scatter plots help identify?

Answer 27

1. **Trends** 2. **Patterns** 3. **Anomalies** Deviation from the pattern of the data

Question 28

What are some characteristics of Outliers, a type of anomaly, in a scatter plot?

Answer 28

- Valid data points significantly differ from other observations deviating from the general data trend. - They tend to lie far away from other data points in a scatter chart.

Question 29

Outlier example

Answer 29

- You might expect a scatter chart representing the relationship between sales revenue and advertising spend to show a positive correlation where higher advertising spend is associated with more sales. - An outlier would be a data point representing unusually high sales revenue and low marketing spend. - This data point is worth investigating as it may indicate an effective marketing strategy able to generate revenue beyond what is expected based on the amount of money spent on marketing.

Question 30

Why is it important to identify outliers?

Answer 30

- A keen eye for outliers is essential because they can dramatically skew statistical measures and data distributions. - Though they might seem problematic at first, outliers often carry vital information about the process under investigation or the data gathering mechanism. - They can help businesses gain valuable insight into potential issues or areas for improvement and optimization

Question 31

Can you change the size of the dots on a scatter plot?

Answer 31

Yes

Question 32

What does the size field in the Data Well do?

Answer 32

You can put a field in the Size data well, for example, advertising spend, and the dots will change size based on the size of the advertizing at that point

Question 33

What does the Play Axis field in the data well do?

Answer 33

It animates the chart. This is good for presentations to engage audiences. It plots the points one by one and shows a value for each.

Question 34

What is important to know about a Matrix?

Answer 34

**You can have totals and subtotals that don't make sense.** Totals and Subtotals are based on the underlying data. They are not simply an addition of the values visible in the rows. Therefore, they may not add up correctly.

Question 35

What happens when you add multiple fields to the rows section of the Data Well?

Answer 35

You enable drill-down actions on the rows of the matrix visual

Question 36

How can you tell if your visual has a hierarchy?

Answer 36

The drill control options appear for your visual

Question 37

What does the double down arrow do?

Answer 37

**Drills down all fields at once** - Takes you to the next level in the hierarchy. - For example, if you are at the category level you can drill down to the manufacturer level, then the segment level and finally the product level.

Question 38

What does the single arrow down do?

Answer 38

**Drill down one field at a time.** For example, say your data is a date hierarchy of Quarter, Month and then day. 1. Click on the single arrow so it has a circle around it 2. Click the Qtr 2 bar and it will show you the Sales Amount broken out by the Months for Qtr 2. 2. If you click on one of the Month bars it will show you the Sales Amount for each day of that month.

Question 39

What does the double down arrow with a fork do?

Answer 39

**Expands all fields at once** In our example of Qtr, Month, Day - If you click Expand, you will see all months broken out by each Qtr. - If you click Expand again, you will see all days broken out by month, broken out by Qtr

Question 40

What happens if you have more than one row or column field in a Matrix?

Answer 40

Next to the drill control you will see a drop down that you can change to rows or columns. This allows you to determine what you want to drill down on.

Question 41

How can you drill up or drill down on Columns?

Answer 41

The drill-down and drill-up icons only apply to rows. To drill down on columns you must right-click to use the context menu