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14. Visuals and Their Formatting: Cards

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Revision cards

Create a visual step by step. A report is made of visuals. Building one in a fixed order is fast and gives fewer mistakes.
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Lesson: 14.1 Creating a Visual Step by Step

The Format pane: Visual and General tabs. A correct chart can still be hard to read. Formatting makes the message clear.
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Lesson: 14.2 The Format Pane: Visual Tab, General Tab and Analytics

Choose the right chart. The wrong chart hides the answer or misleads the reader.
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Lesson: 14.3 Choose the Right Chart

Bar and column charts: stacked, clustered, 100%. Bars are the easiest chart to compare values. The type decides what you compare.
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Lesson: 14.4 Bar and Column Charts (Stacked, Clustered, 100% Stacked)

Line, area and stacked area charts. Trends over days or months are the most common business question.
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Lesson: 14.5 Line, Area and Stacked Area Charts

Line and column combo charts. Two measures with very different sizes do not fit well on one axis.
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Lesson: 14.6 Line and Column Combo Charts

Ribbon chart. Sometimes the question is who is on top each month, not the exact value.
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Lesson: 14.7 Ribbon Chart

Waterfall chart. Managers ask what added to a number and what took away from it.
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Lesson: 14.8 Waterfall Chart

Funnel chart. Many processes lose people at each stage. You need to see where the biggest drop is.
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Lesson: 14.9 Funnel Chart

Scatter and bubble charts with play axis. Some questions need two measures at once: is a city big, rich, or both?
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Lesson: 14.10 Scatter and Bubble Charts (with Play Axis)

Pie, donut and treemap. Part-of-whole questions are common, but these charts get hard to read with many parts.
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Lesson: 14.11 Pie, Donut and Treemap

Map visuals: summary. Location questions are easier to answer on a map than in a table.
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Lesson: 14.12 Map, Filled Map, Shape Map and Azure Map (Summary)

Gauge. Managers want to see at a glance how far a number is from its goal.
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Lesson: 14.13 Gauge

Card, card (new) and multi-row card. The most important numbers should be big and first on the page.
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Lesson: 14.14 Card, Card (new) and Multi-row Card

KPI visual. A number alone does not say if it is good or bad.
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Lesson: 14.15 KPI Visual

Slicer. Users want to filter the page themselves, without opening the Filters pane.
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Lesson: 14.16 Slicer

Table. Some users need exact values, not a chart.
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Lesson: 14.17 Table

Matrix. Data with two groupings is easier to read as a cross table.
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Lesson: 14.18 Matrix

AI visuals: decomposition tree, key influencers, Q&A. Finding the reason behind a number by hand takes many charts.
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Lesson: 14.19 AI Visuals: Decomposition Tree, Key Influencers, Q&A, Narrative

Text box, image, shapes and buttons. Reports need titles, notes and navigation, not only charts.
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Lesson: 14.20 Text Box, Image, Shapes and Buttons

R and Python visuals, and custom visuals. The built-in charts do not cover every need.
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Lesson: 14.21 R and Python Visuals, and Custom Visuals from AppSource

Small multiples. Many lines in one chart get messy. Separate small charts are easier to compare.
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Lesson: 14.22 Small Multiples and Visual Calculations (Quick Look)

The Analytics pane. Reference lines show quickly if values are above or below normal.
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Lesson: 14.23 The Analytics Pane

Sparklines in a table or matrix. A total does not show if things are going up or down.
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Lesson: 14.24 Sparklines in a Table or Matrix

Visual calculations. Some calculations are only needed in one visual, like a running total.
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Lesson: 14.25 Visual Calculations (Version-Dependent)

Anomaly detection on a line chart. A sudden spike or drop needs attention, but it is easy to miss.
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Lesson: 14.26 Anomaly Detection on a Line Chart

Copilot in Power BI. Writing summaries and first drafts takes time.
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Lesson: 14.27 Copilot in Power BI

Interview cards

How do you choose the right chart? I start from the question. Comparing items: bar or column. Trend over time: line. Part of a whole with few parts: pie or donut. Two measures together: scatter. One key number: card.
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Lesson: 14.3 Choose the Right Chart

When would you use a 100% stacked column chart? When the question is about share, not size. Every bar is 100%, so you compare the mix of parts across items.
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Lesson: 14.4 Bar and Column Charts (Stacked, Clustered, 100% Stacked)

Comparison cards

Clustered vs stacked column chart. Both show a measure split by a Legend field, like revenue by city and category.
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Lesson: 14.4 Bar and Column Charts (Stacked, Clustered, 100% Stacked)

Slicer vs Filters pane. Both filter report data. A slicer is a visual on the page. The Filters pane is a side panel with visual, page and report filters.
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Lesson: 14.16 Slicer

Table vs Matrix. Both show numbers in rows and columns.
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Lesson: 14.18 Matrix