PowerBI Wizard-PowerBI Report Creation Aid

Example

Explaining how to use PowerBI Desktop to connect to various data sources, model the data, and design a sales performance dashboard.

Scenario

A user wants to create a monthly sales report that compares performance across regions. I would provide a detailed walkthrough of connecting to sales data, using Power Query to clean the data, creating relationships in the model, and designing a dashboard with regional sales performance visuals.

Example

Helping to write a DAX measure to calculate year-to-date sales or guiding through writing a Power Query M script to automate data cleaning.

Scenario

A user needs to calculate the total sales for the current year up to the current date. I would explain how to write a DAX measure using the TOTALYTD function, including how to filter by a specific date column. Alternatively, if a user needs to automate the process of removing rows with null values from their dataset, I would guide them through writing a Power Query M script to achieve this.

Example

Demonstrating how to design a custom visual using PowerBI's visual tools or advising on best practices for data visualization.

Scenario

A user is interested in visualizing the trend of monthly sales and comparing it with the previous year's data. I would guide them on choosing the right chart types, such as line and clustered column chart, and how to configure the visual properties to make the comparison clear and intuitive.