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Exercise 2: Creating and Interacting with the Power View Report

In this exercise, you will create the Tailspin Toys Sales Analysis report.

This will involve creating two views. The first view will consist of three different, yet related, interactive data exploration experiences. You will then explore the model data using the tables, column and bar charts, and an animated scatter chart. The second view will consist of multiple column charts.

The completed views will look like the following.

Figure 7

Previewing View 1

Figure 8

Previewing View 2

Task 1 – Setting the Report Title

In this task, you will set and format the report title.

  1. In the report designer, click the Click here to add a title text.
  2. Enter Tailspin Toys Sales Analysis.

Task 2 – Creating a Card Report to Display Individual Products

In this task, you will create and resize a card report.

  1. To add a table based on the default columns of the Product table, in the Field List, simply click the Product table.
  2. In the report designer, notice the addition of the product table consisting of eight fields.

  3. In the Field List, expand the Product table, and notice the selected columns.

    Note:
    The columns included in this table were defined by the PowerPivot model author and are included in the model’s metadata. It is helpful for the modeler to identify and define commonly used columns to support this quick approach to creating a table.

    The images can be sourced from data within the model, or as is the case here, by URLs that reference images in a Web site.

  4. In the Fields drop zone, notice the addition of the fields also.

    Note:
    The dropdown arrow next to each field supports the removal of the field, and you can also reorder the fields by using drag and drop.

  5. Use the scroll bar located on the table’s right side to scroll through the complete list of products.

  6. To format the table as a card report, ensure the table is selected, and then on the Table Tools Design ribbon tab, open the Visualizations list, and then select Card.

    Figure 9

    Selecting the Card Visualization

  7. Notice that the table has been updated to visualize each product in card layout.

    Note:
    It is one of the core tenets of Power View is to transform the look of data easily and quickly with a single click.

  8. To reduce the width of the data region, ensure the data region is selected, and then hover the mouse pointer over the small bar located at the middle of the right edge.

    Figure 10

    Locating the Right Edge

  9. Notice the mouse pointer changes to a double-headed arrow (), and then click and drag to reduce the table width so that the text fields are displayed within two columns.

    Figure 11

    Reducing the Width of the Visualization

  10. Resize the data region to fill the available vertical space, as indicated on the following diagram.

    Figure 12

    Resizing the Visualization

Task 3 – Creating the Sum of Revenue by Demographic Chart

In this task, you will create a report to sum revenue by demographics.

  1. To commence the design of a new data region, click inside the blank area of the report designer.
  2. In the Field List, in the Product table, check the Demographic field.
  3. In the report designer, notice the addition of the table consisting of a single column.
  4. In the Fields drop zone, also notice the addition of the Demographic field.
  5. In the Field List, expand the Sales table, and then check the Revenue field.
  6. In the report designer, notice the addition of the Revenue column to the table.

  7. Resize the table to by extending the right edge to fill the available horizontal space.

    Figure 13

    Resizing the Visualization

  8. Resize the data region to fill the available vertical space, as indicated on the following diagram.

    Figure 14

    Resizing the Visualization

  9. Ensure the new table is selected, and then on the Table Tools Design ribbon tab, in the Visualizations list, select Column.
  10. Notice that the column chart is automatically formatted to include a title, a vertical axis label, and with the axis values formatted in groups of millions.
  11. To sort the columns by revenue, click inside a blank area of the data region.
  12. In the top left corner, notice the caption Sort by Demographic that appears.
  13. In the caption, click the word Demographic to change the sort field to Revenue.

  14. Ensure the chart looks like the following.

    Figure 15

    Reviewing the Column Chart

  15. Hover over the Professional bar to reveal the tooltip with details about revenue generated for this demographic. Note the revenue amount of 21,078,178.00.

Task 4 – Filtering the View

In this task, you will filter the view to display data for 2010.

  1. On the Home ribbon tab, inside the Filters group, click Filters Area.
  2. In the Field List, expand the Date table, and then drag the Year field into the filters area.
  3. Check 2010.
  4. Notice that the chart is now filtered by the year 2010.

  5. Hover over the Professional bar to reveal the tooltip with details about revenue generated for this demographic. Note the revenue amount of 16,524,000.00.

    Note:
    Filters can be applied to the entire view (as is the case with this configuration). It is also possible to apply filters at data region level. As you will discover in a later task, it is also possible to filter data regions based on the selections in other data regions in the same view.

  6. To collapse the filters area, in the top left corner of the filters area, click the > symbol.

    Figure 16

    Collapsing the Filters Area

Task 5 – Creating the Sum of Quantity by Category Chart

In this task, you will create a chart to visualize quantities sold by category.

  1. To commence the design of a new data region, click inside the blank area of the report designer.
  2. In the Field List, in the Product table, check the ProductCategory field.
  3. In the Field List, in the Sales table, select the Quantity field.

  4. Resize the data region to fill the available vertical space, as indicated on the following diagram.

    Figure 17

    Resizing the Visualization

  5. Ensure the new table is selected, and then on the Table Tools Design ribbon tab, open the Visualizations list, and then select Bar.

    Figure 18

    Reviewing the Bar Chart

Task 6 – Interacting with the Data Regions

In this task, you will interact with the data regions in the report.

  1. In the Quantity by ProductCategory bar chart, hover over the Trainer bar to reveal its details.
  2. To filter the view, click the Trainer bar.
  3. Notice that the other bars in the chart are de-emphasized, and that the column chart above now highlights revenue by demographic, filtered by products from the Trainer product category. Also, notice that the card report only displays trainer products.

  4. In the Revenue by Demographic chart, hover over the emphasized portion of the Intermediate column to reveal total revenue for trainer products (for 2010).

    Figure 19

    Reviewing the Column Details

  5. Hover over the de-emphasized portion of the Intermediate column to reveal details for all product categories (for 2010).
  6. To filter the report by the Intermediate demographic, in the Revenue by Demographic column chart, click the Intermediate column.
  7. Again, notice that the Quantity by ProductCategory chart filters by this selection, and that the card report is also filtered to reveal intermediate products.
  8. In the Quantity by ProductCategory bar chart, click the Collective Pitch bar, and, in the Revenue by Demographic column chart, learn that products in this category are exclusively sold to customers in the professional demographic. Notice also that the filtered card report that now only displays the two products that belong to the Collective Pitch product category.

Task 7 – Transforming the Sum of Quantity by Category Chart to a Bubble Chart

In this task, you will transform the Quantity by ProductCategory chart to a bubble chart, and configure it to animate over months.

  1. To clear the filter, click inside the grid area of the Quantity by ProductCategory bar chart.
  2. On the Chart Tools Design ribbon tab, select Scatter as a visualization.
  3. To compare category sales by quantity and revenue, in the Field List, in the Sales table, check the Revenue field and the Product Count field.

  4. The drop zones should look like the following.

    Figure 20

    Reviewing the Scatter Chart Fields

    Note:
    The location of the bubbles in this chart will be determined by quantity sold and revenue generated, while the size of the bubble will be determined by the number of products sold.

  5. Hover over the Trainer bubble to reveal its details. Then hover over the Collective Pitch bubble to reveal its details also. You can learn that while many trainer products are sold, they do not generate a lot of revenue. In contrast, fewer collective pitch products are sold and yet they generate more than twice the revenue of the trainer products.
  6. To observe trends over time, in the Field List, inside the Date table, check the Month field.

  7. Notice in the Play Axis drop zone that the Month field has been added.

    Figure 21

    Reviewing the Scatter Chart Configuration

  8. Notice the addition of the time scale beneath the X axis also.

  9. To maximize the bubble chart, ensure the scatter chart is selected, hover the mouse pointer over the top right corner, and then click the pop out icon.

    Figure 22

    Locating the Pop Out Icon

  10. Click the animate button.

    Figure 23

    Animating the Scatter Chart

  11. As the chart animates, while watching the change in position and size of the bubbles, notice also the progression of the year-month labels located at the top right corner of the chart.
  12. To track position over time, click the Collective Pitch bubble. Then hover over several bubbles to reveal their details at that particular month.
  13. To reset the filter, click inside the blank grid area of the scatter chart.
  14. To minimize the bubble chart, hover the mouse pointer over the top right corner, and then click the pop in icon.

Task 8 – Introducing Tiling to the Card Report

In this task, you will add tiling to the card report, and then embed a sub report into the data region.

  1. Select the card report developed first in this lab.
  2. On the Card Tools Design ribbon tab, select Tiles.

  3. Notice the tiles across the top of the data region.

    Figure 24

    Reviewing the Tiles

  4. Select several different images, and notice the details of the selected product appear in the card beneath. Notice also that the selection does not filter the other data regions in the view.
  5. To add a table beneath the card, click the blank area inside the card data region.
  6. In the Field List, expand the State table, and then check the RegionName field.
  7. In the Field List, in the Sales table, check the Quantity, Revenue, GrossProfit and Profitability fields.
  8. In the card report, select other tile images to review details about a single product, and its related revenue by region.

Task 9 – Adding an Additional View

In this task, you will add an additional view and configure a bar chart.

  1. On the Home ribbon tab, inside the Views group, click New View.
  2. Notice the Views pane (located on the left) that supports toggling between each view within the report.
  3. To remove the title, click the border of the text box located at the top of the view, and then press Delete.
  4. Expand the filters area and notice that the filters defined in the first view are not inherited.
  5. In the Field List, in the Date table, drag the Year field into the filters area, and then check 2010.
  6. Collapse the filters area.
  7. To create a data region, in the Field List, in the Product table, check the ProductCategory field.
  8. In the Field List, in the Sales table, check the Revenue field.
  9. On the Table Tools Design ribbon tab, in the Visualizations list, select Column.
  10. Resize the chart to fill the entire view.

  11. To create a chart for each region, in the Field List, in the State table, drag the RegionName field into the Vertical Multiples drop zone.

    Figure 25

    Adding the RegionName Field to the Vertical Multiples Drop Zone

Task 10 – Viewing and Interacting with the Completed Report

In this task, you will view and interact with the completed report.

  1. In the Views pane, select the first view.
  2. To view the report in full-screen mode, on the Home ribbon tab, inside the Display group, click Full Screen.
  3. Expand the filters area, click the Year filter, click the Clear filter button (), check 2009, and then uncheck 2010.
  4. Collapse the filters area.
  5. Interact with the report to view different products, and to analyze revenue by demographic, and quantity, revenue and number of products by category.

  6. Use the view navigation control located in the bottom right corner to switch to the second view.

    Figure 26

    Navigating the Report Views

  7. To preview each view within the report, click the icon located in the bottom left corner.

    Figure 27

    Previewing the Report Views

  8. To return to edit mode, press Escape.

Task 11 – Saving the Report

In this task, you will save the report to the PowerPivot Gallery and also export it to PowerPoint.

  1. On the File menu, select Save.

  2. In the Save As window, in the File Name box, replace the text with Tailspin Toys Sales Analysis, and then click Save.

    Note:
    The destination document library has defaulted to the library where the PowerPivot workbook is stored.

  3. To export the report to PowerPoint, on the File menu, select Export to PowerPoint.
  4. In the Save As window, navigate to the source folder for this lab.
  5. In the File Name box, enter Tailspin Toys Sales Analysis, and then click Save.

Task 12 – Exploring the Saved Reports

In this task, you will explore the saved reports.

  1. To return to the PowerPivot Gallery, click the browser back button.
  2. Notice that the PowerPivot Gallery supports previewing the report views.
  3. To open a view, click the first view.

  4. In the top left corner, notice the refresh button, the File menu, and the commands to edit the report and view it in full screen mode.

    Note:
    They user may view the report in full screen mode, interact with the report, and providing they have permission, edit the report.

  5. To open PowerPoint, click the Start button, and then select All Programs | Microsoft Office | Microsoft PowerPoint 2010.
  6. On the File menu, select Open.
  7. In the Open window, navigate to the source folder for this lab, select the Tailspin Toys Sales Analysis.pptx document, and then click Open.
  8. Notice that a PowerPoint slide has been created for each report view.
  9. On the Slide Show ribbon tab, from inside the Start Slide Show group, click From Beginning.
  10. Explore each slide.

Task 13 – Finishing Up

In this task, you will close the Internet Explorer.

  1. In PowerPoint, press Escape to exit slide show mode.
  2. On the File menu, click Exit.
  3. If prompted to save changed, click Don’t Save.
  4. Close Internet Explorer.

In this lab, you have published a PowerPivot workbook and created a Power View report. You have explored the different visualizations and interactivity capabilities of this report authoring tool.

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