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    • Re: Executive Insights by Decisive Data

    Re: Executive Insights by Decisive Data

    07-25-2023 05:13 AM

    amystahman
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    jolsby
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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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    Message 1 of 114
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    cvAtlantis
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    Thursday

    Great dashboard.

    Could you please share with me,
    many thanks in advance!
    carlos.villarroel@atlantisparadise.com

    Message 114 of 114
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    berkay
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    ‎12-01-2023 12:31 AM

    Hi, excited by marvellous work! Could you please share a template? Berkay.yagci@klueber.com

    Message 113 of 114
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    amiskow
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    ‎11-25-2023 12:11 AM

    Hello, amazing report 😃

    Can you send PBIX to miskow@pro-sol.pl

    Thank you very much

    Message 112 of 114
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    edirjr
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    ‎11-16-2023 06:24 AM

    Please send file pbix to edirantunesjunior@gmail.com.

    Grats

    Message 111 of 114
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    LarisaDana
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    ‎11-11-2023 12:12 PM

    Hello! Can you kindly share the template? larisa.dana89@gmail.com. Look very insightful! 

    Message 110 of 114
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    HushHung
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    ‎11-03-2023 01:56 AM

    Hi! Thanks for shaing this fantastic template! Could you send it to my email: bradshihhaohung@gmail.com

    Thanks! 

    Message 109 of 114
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    Anderlenock
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    ‎10-31-2023 03:04 AM

    Hi, excited by marvellous work! Could you please share a template? anderlenock@gmail.com

    Message 108 of 114
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    paulo555martins
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    ‎10-17-2023 09:04 AM

    Great job. Do you mind to share it with me paulo555martins@gmail.com 

    Message 107 of 114
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    ecasti
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    ‎10-08-2023 02:48 AM

    Hey! This looks amazing, could you share the pbix file???? at castillafrage@gmail.com

    Message 106 of 114
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    frances5522
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    ‎10-03-2023 06:58 AM

    Hi Jake is this available for purchase?

    Message 105 of 114
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    dfmera_acelera
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    ‎09-21-2023 01:30 PM

    This is the best sample I've seen so far!!! Can you share the pbix file please 🙏🙏? franciscomera1084.1_a_gmail.com

    Message 104 of 114
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    nickh46
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    ‎09-08-2023 09:07 AM

    This looks great! Can you share the .pbix file? nickh46 @ gmail.com

     

    Much thanks,

    Message 103 of 114
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    cca8380
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    ‎09-07-2023 11:52 AM

    could you please share .pbix with me at jc5244@gmail.com

     

    thanks in advance

    Message 102 of 114
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    Iceman
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    ‎08-04-2023 11:34 PM

    Would you be kind enough to send me a pbix file of this "next level"dashboard? omfago1@hotmail.com Thanks

    Message 101 of 114
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    Bholgate
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    ‎07-25-2023 06:27 PM

    Would you be kind enough to send me a pbix file of this "next level"dashboard? bholgate@killco.com Thanks 

    Message 100 of 114
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    amystahman
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    ‎07-25-2023 05:13 AM

    Can you please share the pbix file with me? amy.stahman@leadershipconnect.io

    Message 99 of 114
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    rizkyarif04
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    ‎07-23-2023 09:55 PM

    Hi this is a really good dashboard, I would like to understand more about this dashboard, could you please send me the pbix file? rizkyarif04@gmail.com

    Thank you 😃

    Message 98 of 114
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    henaoanamia
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    ‎07-21-2023 02:46 PM

    Great Dashboard, Is possible that you send me the .pbix to henaoanamia@hotmail.com? I would like to understant deeply how to create that beautiful map. 

    Regards, and thanks in advance. 

    Message 97 of 114
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    adrianVE278
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    ‎06-29-2023 06:23 AM

    Great work mate, would you send me a copy of the pbix. Thanks - adolfo.adrian@sitiouno.com

     

    Message 96 of 114
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    WashingtonJr
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    ‎06-06-2023 07:49 PM

    This dashboard is amazing. Conrgrats for the job! Could you please send me the pbix file? washingtonjaaj@gmail.com 

    Message 95 of 114
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