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    • Re: Executive Insights by Decisive Data

    Re: Executive Insights by Decisive Data

    05-09-2023 06:06 AM - last edited 05-09-2023 07:03 AM

    commited2020
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    Executive Insights by Decisive Data

    ‎05-24-2017 09:35 AM

    Summary

    Often asking, “How are we performing?” can be a question that cascades into a series of further questions, spinoffs and investigative research. This is especially true for globally minded companies. I wanted to create a report that preemptively addressed this kind of exploration. This report is meant to provide data-driven decision making, while emphasizing user-flexibility and visual analysis. I was able to achieve my goal to empower the user by leveraging dynamic visuals. Thus, this dashboard can scale as the needs of the global business changes.

     

    Approach

    A dashboard is most valuable when you immediately understand what you can do. I looked into what attributes that can be influenced by the company:

    • What we are selling (products)
    • When we are selling (year)
    • Where we are selling (country)
    • How we are selling (order type)

    The focus here is to view the business from multiple angles for these attributes, providing a holistic approach to the business, through dynamic parameters. I was able to provide deeper analysis with Top/Bottom products, YoY growth and Running totals to name a few. I leveraged, bar charts, line charts, donut charts and custom visuals for visual analysis.

     

    Pushing the Boundaries

     

    There were two things I wished to achieve with this dashboard, attractive mapping and next-level user interactivity.

     

    I wanted to have a map that was design oriented and subtle, like an art piece, meant to invite the user into the dashboard. If users are going to be using a report all the time, why not make it pleasing to the eye? I found that design piece with the new “Shape Map” feature, where one can import custom TopoJSON files. I edited and imported a custom world map from http://mapstarter.com/. The simple map was meant to ground the user geographically and compliment the adjacent bar chart, which holds the same information.

     

    Moreover, I am a firm believer that interactivity is empowering. Giving users the tools to investigate data on their own terms is liberating. As such, I wanted to provide two layers of dynamic parameters. This was done with a Top 5/Bottom 5 measure that reflects whatever measure the user has selected at the top of the dashboard. This was executed within DAX. The question I wanted to be able to answer was “What is my [Top/Bottom] products by [Value]?” in one, simple, clean visual.

     

    For the first part of this method of creating dynamic measures, I was inspired by Sam McKay’s wonderful blog post on Dynamic Visuals, within Power BI. This provided me the groundwork for my dynamic values, and how I would approach the rest of this problem.

     

    Now came the real challenge. I had to build two ranks on a value that could change with a click. To do this I set my dynamic parameter as two rank fields, one Ascending and the other to Descending, for the respective ends of the product performance. These were calculated across my desired field, Products.

     

    Next, I needed to filter each of these Ranks to only keep the Top 5 Products. This can be down with two IF statements, keeping the Rank with only five values or else appearing as BLANK(). Once the IFs are built, you can then build another selector table with McKay’s method with a “Top 5” and “Bottom 5”, which can eventually be used with a SWITCH function to include only the [Filtered Rank DESC] or the [Filtered Rank ASC].

     

    The result means that instead of six individual bar charts, one for a Top or Bottom, across three measures, Quantity, Revenue and Profit, you end up with one, dynamic visual. The result empowers users and saves valuable real estate for other interesting insights.

     

    Quality over quantity.

      

    Wrapping it up

     

    The dynamic parameters and tables worked very well, but it took a little research to have the two dynamic parameters work in conjunction, as I had yet to see any specific topic utilize such before in Power BI. Another aspect that comes to mind, is whether one could make the number of values, in this case 5, also a parameter, so you could select how many TopN you are seeing. Food for thought. In the end, it’s great to know that great visuals can be created just with DAX, determination and some trial and error.

     

    Overall, with the combination of the custom visuals, and dynamic parameters, I created a clean dashboard for analytical insights that’s also a pleasure to interact with.

     

    Jake Olsby

     

    Decisive_Data_Vector_Logo.png

    Added InteractivityAdded Interactivity

    ExecutiveInsightsArrow.png

    eyJrIjoiYTYxMzllYjQtYjU5NS00MTM4LTlmMjEtMTY0NzVkM2U4OGE4IiwidCI6IjdlY2M4YWEwLTgzMGUtNGQ4Ni1hZjc4LTgzYTNkY2MyNjIzOCIsImMiOjZ9

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    ‎05-22-2023 05:17 PM

    Can I get the Power Bi file?

    melinachiaramello@gmail.com

    Message 92 of 112
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    ‎05-15-2023 02:06 PM

    This is impressive.  Please send me a copy of the pbix to marcusa@workspace48.com

    Message 91 of 112
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    ‎05-10-2023 07:20 AM

    Thank you for a great post. Could you please share it with me? My email is vuhiennn@gmail.com

    Message 90 of 112
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    commited2020
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    ‎05-09-2023 06:06 AM

    Great dashboard Jake the color palette and the fonts are fantastic!

    Is there any chance you can share the pbix file with me ino4me@hotmail.com?

    Thank you

    Message 89 of 112
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    sailochana
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    ‎04-23-2023 11:41 PM

    Extreamly thankful for the informative dashboard . can you please share the .pbix file to sailochana@divum.in ,as I'm an intern it would be heplful for me to learn to create such an effective dashboards. 

    Query :

    Can u please guide me to how to  create this visual

    sailochana_0-1682318404892.png

    Explanation is appreciated .

     

    Thankyou .@jolsby 

    Message 88 of 112
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    ‎04-22-2023 07:46 AM

    Awesome project can you please share .pbix files to sowmya@ravinatechnologies.com I am a student and wish to practice.

    Message 87 of 112
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    Grendizer
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    ‎04-21-2023 10:50 AM

    Such a nice dashboard.

    Could you please share with me. many thanks in advance!

    wingedbullmaster@gmail.com

    Message 86 of 112
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    J0SH
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    ‎04-19-2023 06:57 AM

    Hi Jake, this is exceptional.  If you could send the pbix file it would be greatly appreciated. Thank you in advance!  bassboston@gmail.com

    Message 85 of 112
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    ‎04-16-2023 03:46 PM

    Hi Jake, can you please send me the pbix file at frozengrape88@gmail.com? Thank you so much!

    Message 84 of 112
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    ‎04-14-2023 12:41 PM

    Can you please send me the pbix file @ tnrhd@outlook.com?

     

    Thank You

    Message 83 of 112
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    Rafa75
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    ‎04-11-2023 08:16 PM

    Hi Jake, Lovely Dash, It is very practical, please, can you share with me rarr750224@hotmail.com Thanks

    Message 82 of 112
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    Jru
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    ‎03-30-2023 07:40 AM

    Hi Jake,

    Great work, would you minde to send me a copy of the pbix. Thanks - leoparis2002@yahoo.com

    Message 81 of 112
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    dakel
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    ‎03-30-2023 05:04 AM

    Hi Jake, Lovely Dash, can you share with me please Davidkellyirl@gmail.com Thanks

    Message 80 of 112
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    netviz
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    ‎03-14-2023 06:27 AM

    HI, Can I also get the pbix please? My e-mail:

    netviz@interia.pl

     

    rgds Richard

    Message 79 of 112
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    SC_2021
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    ‎03-13-2023 07:15 PM

    Great dashboard!

    Could you share the pbix file with me at bpstester001@gmail.com ? Thanks.

    Message 78 of 112
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    ‎03-13-2023 06:58 PM

    Great dashboard! Can you please share the pbix file with me? bpstester001@gmail.com

    Really Appreciated.

    Message 77 of 112
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    ‎03-13-2023 01:28 AM

    Great work mate, would you send me a copy of the pbix. Thanks - gnusmaso@seznam.cz

    Message 76 of 112
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    ‎03-05-2023 03:00 AM

    Здравствуйте, Джолсби! Когда был создан этот замечательный дашборд? Пользуетесь ли вы им в 2023 или придумали что-то более гениальное? Буду признательна получить дашборд на Noskovaanna2018@gmail.com

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    ‎02-23-2023 08:58 AM

    Excelent work!!

    Can I also get the pbix please?

    fredy.delgado@gmail.com

    Message 74 of 112
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    ‎02-18-2023 12:18 AM

    Excelent work!!

    Can I also get the pbix please?

    adi.fitriyanto@gmail.com

     

    regards.

    Message 73 of 112
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    ‎02-17-2023 06:06 PM

    Excelent work!!

    Can I also get the pbix please?

    jggallas@outlook.com

     

    regards.

    Message 72 of 112
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