BI for Beginners (service version) Session 2

Session materials

• .xlsx session data

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Session outline

Visualisation overload!

• we’re going to build several visualisations
• we’ll use some tidied data for this - today is all about using data to do interesting things
• next time, we’ll get into the data wrangling needed to sort that data out

Today’s visualisations

• maps
• column charts
• line graphs
• numeric summaries of data
• filtering and slicing tools

Today’s data

Task

1. Start a new report in Power BI
2. Open and load the two tables (gp_size and weekend_service) in data/s02_data.xlsx

Loading data reminder

Task

1. select Excel (preview)
2. select Upload file
3. now drag your Excel workbook into the Power BI window

Visualising service use

Final service use data report page

Add a line chart

Task

1. Go to the report view
2. Go to the visualisation pane, and add a line chart
3. Expand it to fill the bottom three-quarters of the visualisation area

Add data

Task

1. Click the date column in the data pane, and drag the Date Hierarchy to the X-axis field
2. Drag the three site columns to the Y-axis field

Add a slicer

Task

1. Click off your line graph, then add a slicer
2. Drag the year field from the Date Hierarchy into the slicer Field

Task

1. Add a second slicer in the same way
2. This time, drag the weekend column into the Field
3. Select the Format your visual menu
4. Format the slicer to use a dropdown

Add some cards

Task

1. Add a card
2. Drag site_a into the Field
3. Use the dropdown on Sum of site_a to select average
4. Repeat for site_b and site_c
5. Adjust the decimal places via the Callout value section of the format menu

Tidy up the names

Task

1. Go round using Rename for this visual to tidy up the names
2. Name the page of the report appropriately

End result

Final service use data report page

GP practice size

Final GP practice size report page

Add a map

Task

1. Add a new page to your report
2. Add a map and expand to fill the left-hand half of the visualisation area
3. From the gp_size table, drag the Postcode column to the Location field
4. Now drag the ListSize column to the Bubble size field

Format the map

Task

1. From the Format visual menu, change the map style to greyscale
2. (feel free to play around with the bubble size too)

Colour the bubbles by health board

Task

1. Can you find a way of colouring the bubbles by health board?

(add the HBName to the Legend field)

Add a slicer

Task

1. Add a slicer for health board
2. Use the Format visual options to change this to a dropdown
3. Test what happens when you change this

Add a population summary card

Task

1. Add a card, and drag the ListSize column to the Fields area
2. Make sure that the SIMD2020v2 value is set to Min
3. Add a suitable title and format to suit

Add a column chart

Task

1. Add a stacked column chart
2. Add the Name on the X-axis, the ListSize on the Y-axis, and the HBName in the legend

Add a column chart showing deprivation scores

Task

1. Add another stacked column chart
2. Add the SIMD2020v2_quantile on the X-axis, and the Name on the Y-axis. Make sure the Name field is set to count

Tidy up the names

Task

1. Go round using Rename for this visual to tidy up the names
2. Name the page of the report appropriately

End result

Final report page

Homework tasks

1. Is there any relationship between practice size and SIMD2020 deprivation scores in the GP data? How could you show that relationship in a visual?
2. Is there any month-to-month or seasonal change in the weekend service use data? How could you show that relationship in a visual?