Visualize & Analyze the Data Flashcards

1
Q

What visualization is good to use when measuring multiple measures that have different scales?

A

Combination Charts

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2
Q

What is a slicer

A

A slicer is an on-canvas visual filter that allows report users to segment the data by a specific value.

Examples of filters include by year or by geographical location.

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3
Q

When would you use a basic area chart?

A

To see & compare the volume trend across a time series

for an individual series representing a physically countable set

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4
Q

What visual can be created using the report editor or Q&A?

A

Card

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5
Q

What visual is best used to compare a particular value section to the whole?

A

Doughnut chart

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6
Q

What visual is good for showing how values increase and decrease over time?

A

Waterfall chart

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7
Q

What visual would you use to compare 2 different measures or highlight outliers?

A

Scatter Chart

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8
Q

What does the play axis allow you to do on a chart?

A

Animate a chart over time

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9
Q

What visual would you use to measure progress or distance to a goal or to compare a value against one or 2 targets?

A

KPI

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10
Q

What map visual would you use to compare regions on a map using color?

A

Shape Map

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11
Q

What map visual is only available in Power BI Desktop?

A

The shape map is only available in power bi desktop and not in Power Bi service or mobile

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12
Q

What map must be enabled before you use it?

A

The shape map is only in preview and must be enabled before you can use it.

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13
Q

How do you enable the shape map?

A

File
Options & Settings
Options
Preview Features
Select Shape map visual

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14
Q

What are the field wells of the variations of bar charts offered?

A

Axis - columns to be placed on the horizontal or vertical axis. (when using more than 1 column users can drill down)

Legend - The categorical column used to color items

Values - one or more numerical fields to be plotted (if you use a legend, you can put only one field into this field well)

Tooltips - additional fields that users can see in the tooltip when they hover over a bar or column. The default tooltips will be shown when you hover over the bars or columns

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15
Q

When are bar charts best used?

A

When comparing values across categories.

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16
Q

What are the field wells of the line and area charts offered?

A

Axis - Columns to be placed on the horizontal axis (when using more than 1 column users can drill down)

Legend - The categorical column used to color items

Values - one or more numerical fields to be plotted (if you use a legend, you can put only one field into this field well)

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column

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17
Q

When are line & area charts best used?

A

When you want to show historical trends or compare values across time.

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18
Q

What are the field wells of the combo charts offered?

A

Shared Axis - columns to be placed on the horizontal axis (when using more than 1 column users can drill down)

Column series - Similar to a legend; one column may be used

Column values - one or more numerical fields to be plotted (if you use a legend, you can put only one field into this field well)

Line values - One or more numerical values to be plotted as lines

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column

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19
Q

When are combo charts best used?

A

when you have a line chart and a column chart with the same X-axis.

to compare multiple measures with different value ranges.

to illustrate the correlation between two measures in one visualization.

to check whether one measure meet the target which is defined by another measure

to conserve canvas space.

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20
Q

What are the field wells of the ribbon charts offered?

A

Axis - Columns to be placed on the horizontal axis (when using more than 1 column users can drill down)

Legend - The categorical column used to color items

Values - one or more numerical fields to be plotted (if you use a legend, you can put only one field into this field well)

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column. *When you hover over the ribbons between columns you will see how the values changed between two columns

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21
Q

When are ribbon charts best used?

A

When you want to show the progression of ranking changes between different categories.

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22
Q

What are the field wells of the Waterfall charts offered?

A

Category - Columns to be placed on the horizontal axis. (when using more than 1 column users can drill down)

Breakdown - You can use 1 column here to show changes between categories

Values - One numerical field to be plotted

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column. *When using the breakdown field, hovering over a breakdown item will show the change between two categorical items

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23
Q

What are the field wells of the Funnel charts offered?

A

Group - For one or more categorical columns, where each item is a stage. (when using more than 1 column users can drill down)

Values - One numerical field to be plotted

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column.

*When you hover over a categorical item in a funnel chart, you’ll see a tooltip with the proportion that category makes up of the first & previous items. It also shows the size of the last item relative to the first one.

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24
Q

When are funnel charts best used?

A

Funnel charts can be a proper choice for showing values by stages

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25
Q

What are the field wells of the scatter charts offered?

A

Details - you can use one or more categorical columns in this field well to plot points.

Legend - The categorical column used to color items

X-axis - one field to be placed on the horizontal axis

Y-axis - one field to be placed on the vertical axis

Size - For one numerical field to be used for relative bubble sizing

Play Axis - You can use a column here, which is usually a time-series column such as Year or Date

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column.

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26
Q

What are the field wells of Pie & Donut charts offered?

A

Legend - For 1 or more categorical columns used to color items. When using more than one column, you can drill down.

Details - Each slice may be split by a categorical column used here

Values - YOu may use one or more numerical fields here; if you show Details, you are limited to only one field

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column.

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27
Q

When are Pie & Donut charts best used?

A

When comparing a section to a whole.

Both charts are not considered best practice in data visualization with one exception: you may use a Pie & Donut chart when there are only two categories

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28
Q

What are the field wells of the Treemap visual offered?

A

Group - For one or more categorical columns that will define the relative size of rectangles. When using more than one column, you can drill down.

Details - Each rectangle may be split by a categorical column used here

Values - One or more numerical fields to be plotted; if you show details; you are limited to one field only.

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column.

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29
Q

When are Treemaps best used?

A

When you want to show proportions between each part and the whole, as well as highlight the most important contributions and outliers

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30
Q

What are the field wells of the variations of map visuals offered?

A

Location - For one or more categorical columns that contain locations to be plotted. When using two or more, you can drill down.

Legend - you can use a column here to color items

Latitude - one field can be used here

Longitude - one field can be used here

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column.

Size field - for different bubble sizes based on a numerical field.

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31
Q

What are the field wells of the gauge visuals offered?

A

Value - For a numerical field; displayed in the center

Min value - A numerical field may be used as the start of the scale

Max value - A numerical field may be used at the end of the scale

Target value - you can use one numerical field here, which is displayed as a line/needle on the gauge

Tooltips - Additional fields that users can see in the tooltip when they hover over the bar or column.

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32
Q

When are gauges best used?

A

When tracking KPIs or targets; especially those with known maximum values such as proportions

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33
Q

What are the field wells of the KPI visual?

A

Indicator - for a numerical field; displayed in the center

Trend axis - for a column, preferably one that contains time-series data (like year or date)

Target goals - For one or two numerical fields against which the indicator is compared

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34
Q

When is the card visual best used?

A

when there’s only one value to display

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35
Q

When is the multi-row card best used?

A

When you want to display several metrics across a category. It’s good for displaying several unrelated metrics at once.

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36
Q

What happens with performance if you have a lot of visuals on one page?

A

It slows the performance down.

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37
Q

What are the common formatting options for visuals?

A

General - Height, width, alt text, title, header icons, tooltips, effects (background color and transparency)

Title - Title text, word wrap, font color, background color, alignment, text size, & font family)

Background - background color and transparency

Lock aspect - when you adjust the size of a visual manually, its aspect will be locked

Border - border color and radius

Shadow - Shadow color position and preset

Tooltips, where you choose to use the default tooltip or to use a specific report page as a tooltip.

Visual Header - where you hide the whole visual header or some of its element

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38
Q

Slicers accept only ____ as fields to filter by

A

Columns

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39
Q

In what ways can slicers be displayed?

A

List
Drop Down

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40
Q

How can you search on a slicer visual?

A

You can add a search bar to a list or dropdown slicer by hovering over it and selecting more options

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41
Q

What options are available in the selection control of a slicer?

A

Force a single selection

Select whether the CTRL key is required for multiple selections

Show the select all option

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42
Q

What is required to create a hierarchial slicer?

A

Multiple columns from one or more related tables

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43
Q

What filter options are available for slicers that use a numeric column?

A

Between
Less than or equal to
Greater than or equal to

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44
Q

What options are available for slicers that use a date/time column?

A

Between
Before
After

Relative Date - can filter one or more periods such as days or months before or after today’s date. It can also filter for the current period

Relative Time - For time periods such as minutes or hours

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45
Q

What does filter on this visual filter option do?

A

These filters apply to a specific visual you select and this is visible only when you select a visual. You can use both measures and columns on the visual.

*Fields that are in the field well, usually automatically appear in the “filters on this visual” section

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46
Q

What does the filter on this page filter option do?

A

These filters will apply to all visuals on the currently selected page

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47
Q

What does the filter on all pages filter option do?

A

These filters will apply to all visuals across all pages.

you can’t make specific filters ignore these filters and you can only use columns to filter on

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48
Q

How do you add fields into the fields pane?

A

Drag & drop
Right-click the field and select add to filters & the select the section you want to add the field to

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49
Q

When hovering over a filter card in the filter’s pane, what options are available?

A

Lock Filter - locks the filter selections preventing report viewers from changing them

Hide filter - Hides filter from report viewers

Remove filter - removes a filter card; not available for fields that are used in visuals

50
Q

When does locking and hiding filters on a report work?

A

only when you’re viewing a report published to the Power BI Service

51
Q

How do you clear conditional formatting?

A

to clear conditional formatting, right-click on the metric with conditional formatting applied and select ‘Remove conditional formatting.

52
Q

How do you sync a slicer?

A

click on the View ribbon and select ‘Sync slicers.’ You can then choose the pages to sync the slicer and show the slicer.

53
Q

How do you change the page settings?

A

When no visual is selected, chose the format option

54
Q

what page settings are availabe?

A

Page Information - The page name can be changed here as well as allow the page to be used as a tooltip

Page size

Page background

Page alignment - you can set the vertical alignment of the page to Top or Middle

Wallpaper - similar to background except it also covers the area outside of the page

Filter pane - you can format the filter pane here by selecting various colors and sizes

Filter cards - you can format the available and applied filter cards separately

55
Q

What are the 2 accessibility options?

A

Under the view tab:

colorblind safe colors. These can be found in the report color theme in the View ribbon. If you hover over the icons, a title will come up, one of which is ‘Colorblind safe’.

keyboard navigation. You can adjust the tab order of your visuals by going to the View Ribbon and selecting Selection > Tab order. You can then select an object and use the up and down arrow buttons to move the hierarchy. Alternatively, you can choose an object with your mouse and drag it into the position you would like in the list.

56
Q

What storage mode supports page refresh?

A

DirectQuery

57
Q

Where is the “Analyze in Excel” feature available?

A

Power BI Service, select the … next to the dataset or report and select analyze in excel

Or In Power BI Service on the report page at the top select Export and then analyze in excel

You can download it to use in Power BI Desktop

58
Q

What is analyze in excel?

A

an external tool for Power BI desktop

59
Q

When should you use Analyze in Excel?

A

Verification of data results

60
Q

When should you use a paginated report?

A

When the report has to be printed or output as a PDF document

Data grid layouts could expand and overflow

61
Q

What are dashboards composed of?

A

pinned tiles from reports

62
Q

How do you pin tiles to dashboards?

A

The first is to pin a report element

The second option is to pin an entire report as live to a dashboard.

63
Q

How do you pin a report element to a dashboard

A

hover over the image you want to pin to your dashboard. You will see a pin come up on the left side; click on this.

Next, a screen will come up and ask which dashboard you would like to add the report element to. This is where you can select an existing dashboard or a new dashboard

64
Q

What does it mean to pin the entire report page ‘as live

A

Pinning as live means that the tiles are live within the dashboard so that you can interact with everything within the dashboard.

Any changes you make in the report editor, such as layouts, changing fields, or adding filters, will be reflected within the dashboard live tile.

65
Q

How do you Set mobile view?

A

In the Power BI Service Navigate to your workspace where you uploaded your data

Click on the report.

Click on ‘Edit’ at the top of the page.

Next, click on ‘Mobile layout.’

Select the page visuals and drag them onto the phone grid and resize them to fit.

66
Q

Where & how do you configure data alerts?

A

In Power BI Service (for Dashboards)

Hover over a tile in a dashboard
Select more options, Manage Alers, Add alert rule

67
Q

Who receives data alerts?

A

Only the user who configures the alerts will see it.

68
Q

In what ways (format) are data alert notifications sent?

A

You will receive a notification in the Power BI service and mobile apps. Email notifications are sent by default but can be disabled.

69
Q

Where is Q&A available?

A

Reports & Dashboards

70
Q

How do you start using the Q&A feature?

A

To start using Q&A in a dashboard, select ask a question about your data on the dashboard and enter a question.

71
Q

When would you use quick insights?

A

When you have a dataset and aren’t sure where to start, need to build a new dashboard quickly, or would like to look for insights you may have missed.

Quick insights can also be run for individual visuals

72
Q

How do you run quick insights?

A

Choose a workspace where the dataset is located, select the ellipses, and choose “get quick insights”

73
Q

How do you apply a dashboard theme?

A

On the dashboard, select edit dashboard theme
Choose the theme you want

74
Q

How do you pin a live report to a dashboard?

A

From your report page in Power BI Service, select the edit menu at the top of the page, then select Pin to a dashboard, lastly selectly pin live. Then choose if you’re pinning it to a new dashboard or current dashboard

75
Q

What is the purpose of a bookmark?

A

Bookmarks allow you to save the states of your pages & switch between them in presentation mode or by linking them.

76
Q

What can be saved as a bookmark?

A

Filters, including cross-filtering and selection in slicers
Current page
Objects visibility
Sort order
Drill-down level

77
Q

How do you create a bookmark?

A

Open the bookmarks pane by selecting view
Select Bookmarks
Apply the filters for the bookmark
Select Add
Rename bookmark

78
Q

What options are available once the bookmark has been created (more options)?

A

Update - Make updates to the state of the bookmark

Delete -

Rename - rename the bookmark

Group - You can group bookmarks together. You can ungroup as well

Data - determines if the filter, sort, & drill state of the page is saved in the bookmark

Display - determines if the bookmark saves the visibility of the visuals

Current page - determines whether selecting the bookmarks takes you to the page where it was created

All visuals - determines whether the bookmark is applied to all visuals or selected visuals only

Selected visuals - you can create a bookmark & only apply it to the visuals that were selected at the time the bookmark was created

79
Q

What are custom tooltips?

A

Report pages that you configure to show instead of the default options

80
Q

What is cross-highlighting?

A

selecting a data point in a visual will highlight portions of other visuals

81
Q

What options do you have when editing interactions and what will each option do?

A

Filter - Only shows values that relate to the selected data point

Highlight - highlights portions of visuals that relate to the selected data point

None - Ignores selections

82
Q

What power BI tools can you use to implement report navigation?

A

You can configure Buttons, shapes, and images to link to specific report pages or bookmarks

83
Q

What are the steps to configure report navigation?

A

Select an existing visualization or insert a new one

With the item selected, in the visualization pane set the “action” toggle to on

Expand the action section in the visualization pane

Select page navigation or bookmark from the “type” dropdown list to go to a page or bookmark

Selected the desired page or bookmark from the destination or bookmark dropdown list

84
Q

How do you change the sorting of a visual?

A

Hover over the visual
Select more options
Sort By
Select the field you want to sort by

85
Q

How do you sort descending or ascending on a visual?

A

Hover over the visual
Select more options
Choose Sort descending or Sort Ascending

86
Q

What are the 2 ways you can sync slicers?

A

Copy slicer from one page to another and select sync when the prompt appears asking if you want to sync slicers.

Select the View tab, Sync Slicers

87
Q

What is the purpose of the selection pane?

A

The selection pane allows you to control the visibility of visuals

88
Q

How do you group visuals within the selection pane?

A

Select several visuals (ctl c)
Right-click one of the selected visuals
Select group then select group again

89
Q

What happens to the title of a visual when you rename the visual from the selection pane?

A

The visual will be renamed

90
Q

What does the layer order of a visual determine?

A

Which visuals get selected when you click in an area where two visuals overlap.

91
Q

What is tab order?

A

Tab order is an accessibility feature that lists the order the visuals that will be selected when a user is using a keyboard

92
Q

What does drill through allow report users to do?

A

create a destination target page in your report that focuses on a specific entity selected by the user

93
Q

How do you set up drill through in Power BI?

A

Create a target page with the visuals you want for the type of entity you’re going to provide drillthrough for

On the drillthrough target page in the fields section of the visualization pane, drag the field for which you want to enable drill through into the “drillthrough” filters well

94
Q

When have an option to drilldown into data what options may be available?

A

Drilldown - goes to the next level of hierarch within the selected point

Show next level - goes to the next level of the hierarchy with no filter on the previous level

Expand to next level - combines the current and next levels

Drill up - goes back up one level

95
Q

How do you export report data?

A

Hover over the visual you want to export data from
Select more options then export data
select the folder you want to export data to
Enter a new file name and save

*This saves data to a CSV file

96
Q

How do you create a report to be viewed on a mobile device?

A

Select the View tab
select mobile layout
Add the visuals you want to the canvas

97
Q

What happens if you don’t design a mobile view and a user view the report from a mobile device?

A

The report will automatically appear horizontally

98
Q

What is the Analyze feature in Power Bi?

A

A feature that allows you to learn the cause of fluctuation in your data

99
Q

How do you use the Analyze feature?

A

Right-click a data point on your visual and select analyze

Select explain increase/decrease (depends on data) or show where distribution is different

100
Q

What is grouping

A

Groping allows you to manually group values in a column by leveraging a user interface instead of having to write DAX.

101
Q

What does binning do?

A

Splits numeric and date/time data into groups of equal size.

102
Q

With binning, what type of groups are used for categorical values?

A

List

103
Q

With binning what type of categorical groups are used for numeric and date/time values?

A

Bins

104
Q

What is the benefit of clustering?

A

Clustering allows you to quickly find groups of similar data points in your data

105
Q

How is clustering performed?

A

you can use clustering on your scatter chart by clicking the ellipses in the top right and then selecting automatically find clusters

You can enter the # of clusters you want to be found. If not all clusters will be found

106
Q

What visuals can you find clusters on?

A

Scatter chart and Tables

107
Q

What are the 3 AI visuals in Power BI?

A

Q&A
Key Influencers
Decomposition Tree

108
Q

What will the key influencers visual do?

A

Help you understand the factors that drive a metric you’re interested in.

109
Q

When would you use key influencers?

A

See which factors affect the metric being analyzed

Contrast the relative importance of these factors.
Ex: do short-term contracts affect churn more than long-term contracts?

110
Q

What tabs are on the key influencer’s visual and what is the purpose of the tabs?

A

Key Influencer - shows the top contributors to the selected metric

Top Segments - shows the top segments that contribute to the selected metric value. A segment is made up of a combination of values

Dropdown box - the value of the metric under investigation

Restatement - helps interpret the visual on the left

left pane - visual

Restatement helps interpret the visual on the right

right pane - one visual usually the values for the key influencer

Check box - filters out the visual on the right pane to only show values that are influencers for the selected field

111
Q

What does the average line in the key influencer visual tell you?

A

The average is calculated for all possible values EXCEPT the selected influencer

112
Q

How does the decomposition tree visual breakdown a measure?

A

It automatically aggregates your data & lets you drill down into your dimensions so that you can view your data across multiple dimensions

113
Q

What’s the benefit of the forecast feature in Power BI?

A

It allows you to forecast metrics to make to determine the direction of future trends

114
Q

What type of visual is forecasting used in?

A

Forecast is available for line charts only.

115
Q

What format does the x-axis of the line chart have to be for forecasting?

A

The x-axis value needs to have a date/time format or be a uniformly increasing whole number.

It can’t contain text or decimal numbers.

Sometimes x-axis values appear to be dates, but they’re actually formatted as text. They won’t work for forecasting.

116
Q

How do you add a reference line using the analytics pane?

A

Select the visual

select the Analytics icon from the Visualizations section.

select the type of line you want to create to expand its options.

To create a new line, select + Add. Then you can name the line. Double-click the text box and enter your name.

If you want the data label to appear, change Data label from Off to On

117
Q

Where can you use quick insights at (desktop or service or both)

A

In Power BI Service

118
Q

What storage modes can you use quick insights with?

A

Import Only

119
Q

What data type does Anomaly detection work with?

A

time-series data in the chart’s axis

120
Q

How many line values are supported with Anomaly detection?

A

A single line value. Anomaly detection is not supported on visuals that have multiple value lines.

121
Q

Where can you create and view Anomalies? (Desktop or Service)

A

In power bi desktop or power bi service

122
Q

Outside of the Play Axis feature, what is another option to configure a report using animation?

A

Play Axis Dynamic Slicer. A certified visual from the app store that acts like a slicer. When you play it, the other visuals on the page interact and show how their values change over time.