Exercise: Create a matrix with conditional formatting, and publish it

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

The answer to the exercise will be included and explained if you attend the course listed below!

Category ==> Power BI - Excel 2016  (23 exercises)
Topic ==> Power BI Desktop overview  (3 exercises)
Level ==> Harder than average
Course ==> PowerPivot / Excel Power BI
Before you can do this exercise, you'll need to download and unzip this file (if you have any problems doing this, click here for help). Once you've done this:
  1. Go into SQL Server Management Studio;
  2. Open the SQL file you've just unzipped (you can press CTRL + O to do this); then
  3. Execute this script.

This will generate the database that you'll need to use in order to do this exercise (note that the database and script are only to be used for exercises published on this website, and may not be reused or distributed in any form without the prior written permission of Wise Owl).

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Create a new file in Power BI Desktop, and import the following tables:

Tables to import

These are the tables that you'll need for this exercise.

 

In Query Editor, add the following new column:

New column

Show the product name in the style of (for example) Donald the Human.

You can use the & character to concatenate (join) the different bits of text to create your new column.  Note that you could equally well have create this column this using a calculated column. 

Create a matrix showing the number of purchases for each environment and centre type:

Purchase counts

Matrices in Power BI Desktop are similar to matrices in Reporting Services.

 

Apply conditional formatting to your matrix:

Conditional formatting

Right-click in the data field well to apply conditional formatting.

 

It should now be obvious where the most sales occurred:

Heat map

This heat map shows Land sales in Shopping Centre venues were the most popular by far.

 

On a separate page of the same report, create a tree diagram showing the number of purchases by product:

Tree chart

Use the new column that you created earlier in this exercise.

Go back to Power BI Desktop and save this report as Tree Tops, then close it down.

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