Workout 011 – Cost Analysis (Scenario comparision, table)
Difficulty rating: 2.5 out of 5
Intro note
This workout combines various visualization techniques. The most important part of the workout is practice - entries does not have to include every element or functionality to be still considered as great . Please pay attention to the list of functionalities (provided in the screenshoot and in published-to-web report), which includes ‘basic’ elements (1st-3rd point), supplemental (4th point). I would kindly recommend to review blue section before executing orange section to provide proper flow of your work.
A good starting point is to implement first 3 basic points by creating a tabl, applying various formatting options and displaying variances (basing on a single comparative metric). Realizing further point (blue) will provide additional technical practice.
Following workout bases on the dataset that was provided during the workout 010 - but with slight changes in names of items and with added columns (budget values). If you have participated in workout 010 - you can still use your already imported and fransformed database - but please, pay attention to one added column in FCT table (budget values) and changed items within dim tables (you can easily replace the data-source to the current one though). Not all columns provided in the dataset have to be used in that particular workout but feel free to use other additional columns / categories if you’ll find it useful.
**Also, feel free to use your entries as a part of your project portfolio, if it’s instrumental in realizing your goals.
Additional notes
Data source:
5 separate tables:
1 fact table (date / value as negatives - to be inverted to positive / key IDs)
4 dim tables (business line / allocation type / type / structure by kind)
Feel free to ask if you have any additional questions regarding the data-source.
Goals
In this workout, using the supplied dataset and reviewing the provided interactive report (link below) we are going to replicate the set of visualizations (matrix table and slicers). Also, please feel free to add any extra visual if you would like to (provided that core visualizations are included in the first place).
011 - Workout - Business line - Cost analysis - table.xlsx (322.2 KB)
Core actions (practice) :
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- Getting familiar with various formatting options related with tables
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- Using conditional formatting (either by rules, or preferably - by field value)
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- Incorporating field parameters to simplify the scenario comparision (PY/BUD)
Submission
Please load the supplied data (xls file) into a Power BI file, replicate visualizations (considerating list of points in the introductory report screenshot and the general design and functionality provided through interactive published-to-web report), and reply to this post including the screenshot (or a gif) of your solution along with the pbix file (please, include name or EDNA forum nick in the pbix name).
Period
This workout is released on Tuesday June 05, 2023, and the author’s solution will be posted on /Tuesday - Wednesday 13-14 June, 2023.
Additional materials
Link to the interactive dashboard:
Have a great fun!
Best regards!
