COURSE 5 – DATA ANALYSIS AND VISUALIZATION WITH POWER BI

INTRODUCTION – Creating Reports

SELF-REVIEW: CREATE A SALES REPORT

1. Based on the line chart representing Adventure Works’ sales revenue over time, which month recorded the highest sales revenue?

2. According to the stacked bar chart representing Adventure Works’ sales by day of the week, which day recorded the lowest total sales?

3. Based on the pie chart representing sales by product category, which bike type accounted for the second lowest amount of sales?

4. What is the fundamental role of data visualization in the field of Business Intelligence?

5. What type of data visualization is most suitable for comparing larger quantities or categories?

6. You are creating a report in Microsoft Power BI. You have imported, cleaned, and transformed your data. What is your next step?

7. What happens when you select the column header in the table visual of Microsoft Power BI?

KNOWLEDGE CHECK: INTRODUCING VISUALIZATIONS

1. You are creating a data analysis report for the sales department at Adventure Works exploring sales of different bicycle models over the past five years. What type of visualization is appropriate to clearly and effectively demonstrate trends in bicycle sales over time for stakeholders?

2. At Adventure Works, the financial department requires raw, detailed data and exact numbers of bicycle production quantities as part of its cost analysis and financial reporting and planning. Which visualization is best suited to presenting the production quantities in this scenario?

3. As the data analyst at Adventure Works, you are responsible for creating reports to inform and improve the organization’s primary business operations. Which of the following report types are suited to this purpose? Select all that apply. 

4. As a Power BI data analyst, you need to create data analytics reports, including sales reports for businesses like Adventure Works. What purpose does the Visualizations pane serve in the analysis process?

5. You are creating a sales report using Power BI and need to manage and manipulate the data fields in your visualizations. When navigating through the Visualizations pane, what two main parts are available within the Fields section to accomplish this?

KNOWLEDGE CHECK: BASIC VISUALIZATIONS

1. The sales manager at Adventure Works collected monthly sales data over the last two years. The data includes information about the sales volume for different products across different regions. You want to illustrate trends over time and compare the sales. What chart type is most suitable for this purpose?

2. The project manager at Adventure Works has been allocated a fixed budget for a new project. The funding is distributed across several categories: salaries, equipment, software, training, and miscellaneous expenses. You want to create a visual representation for the project manager that displays the proportion of the total budget that each category represents. What chart type is most suitable for this purpose?

3. The analytics manager at Adventure Works asks you to create a visualization that illustrates the distribution of website traffic sources, such as search engines, direct traffic, referral, and social media, as a proportion of total traffic. Which chart types are suitable for this purpose? Select all that apply. 

4. Consider the following dataset for Adventure Works:

A store manager at Adventure Works wants to boost store revenue. What is the best key performance indicator (KPI) to represent in a targeted chart that will support the manager in making decisions related to this objective?

5. Adventure Works ran an online ad campaign for a new product over the past month. Each week, the marketing team counted how many people viewed the ad (impressions), how many people clicked on the ad (clicks), and how many people bought the product after clicking on the ad (conversions). You want to create a report that displays how these numbers changed weekly. What chart type is the best choice for this?

6. Which field determines the height of bars in a column chart in Microsoft Power BI?

7. In Microsoft Power BI, which chart type is more suitable if you want to highlight the trends rather than the quantity of your data over a period of time?

8. In Microsoft Power BI, which combo chart is most suitable for comparing multiple sets of data side by side?

9. What is the key difference between pie and donut charts in Microsoft Power BI?

10. In Microsoft Power BI, what is the primary purpose of a treemap chart?

SELF-REVIEW: INDICATING BUSINESS PERFORMANCE

1. What type of visualization was used to display the total monthly marketing spend?

2. What type of visualization did you use to analyze the change in sales over time and its correlation with marketing spending?

3. What was the total marketing spend in three months?

4. Which chart did you use to analyze the change in sales performance of different regions and changes in their rankings over time?

5. Based on your analysis, which region performed the best in sales compared to their advertising expenditure?

6. In Microsoft Power BI, which visualization tool allows you to track a measure’s performance against a target and how the data changes over time?

7. Which of the following scenarios is best suited to using a waterfall chart in Microsoft Power BI?

8. In Microsoft Power BI, which field in a funnel chart is used to define the different stages of a process?

9. In a scatter chart, what term describes a data point that significantly deviates from the other data points?

KNOWLEDGE CHECK: SPECIALIST VISUALIZATIONS

1. As a data analyst for a large retail chain, you have created a scatter chart in Microsoft Power BI to compare store size (X-axis) against annual sales (Y-axis) for various stores. You have also used a categorical variable Region for the color legend. While presenting the chart in a meeting, your manager asks you why some stores of the same size have different colors. How would you respond?

2. Imagine you’re working on a sales report using Microsoft Power BI. You want to visualize the flow of leads through different stages of your sales pipeline. You start with the initial number of leads, followed by the number who were contacted, those who were qualified, the number of proposals sent, and finally, the successful sales made. Which visualization tool in Power BI would be most appropriate for this scenario?

3. You are a data analyst at Adventure Works. Your task is to provide a visualization that allows the management to understand the ranking shift in bicycle sales over different quarters of a fiscal year across various models. Which of the following charts in Microsoft Power BI would you choose?

4. You are a sales manager at a growing tech company. You have been asked to track a new KPI that shows how effective the sales team is at converting leads into customers. You have calculated the percentage of potential customers who have made a purchase. Which KPI are you tracking?

5. Which of the following statements is true about ribbon and waterfall charts in Microsoft Power BI?

MODULE QUIZ: CREATING REPORTS

1. The sales department at Adventure Works wants to understand their quarterly performance. They need a comprehensive report that clearly depicts the various metrics involved. While adjusting your visuals to best illustrate the sales data, which sections of the Visualizations pane in Microsoft Power BI would you likely be interacting with? Select all that apply.

2. True or False: You’re currently working on a large-scale project analyzing customer purchase patterns across Adventure Works’ product categories. The product categories each have detailed and lengthy labels. A line chart is a suitable visualization for comparing customer purchase patterns across a large number of product categories with detailed and lengthy labels.

3. Imagine you’re a data analyst at Adventure Works. You are preparing a presentation for an upcoming board meeting. You have a variety of data points from different aspects of the business that you want to share. Which of the following should be your primary focus when deciding on visualization types for your presentation? 

4. True or False: You’re discussing data visualization strategies with your colleagues at Adventure Works. One of them states, “The main purpose of data visualization in business intelligence is to increase the amount of data that can be collected.” 

5. In Microsoft Power BI, which of the following statements is true about using the report area space more effectively?

6. In Microsoft Power BI, what key visual difference between line and area charts influences their usage for data representation?

7. True or False: A line and clustered column chart is most effective when used to display the composition of a total, with each segment of the column representing a part of the whole.

8. What is an appropriate visualization to display sequential data in multiple stages?

9. True or False: An outlier in a dataset is always indicative of a data entry error.

10. Which of the following Key Performance Indicators (KPIs) are typically used in the Human Resources (HR) industry? Select all that apply.

11. As a data analyst at Adventure Works, you’re handling a project that involves evaluating the company’s marketing campaign performance. You’ve decided to use Microsoft Power BI to create a visually appealing report that clearly communicates the campaign outcomes. In the process of building your report, which of the following combinations accurately represents the sections of the Visualizations pane you will primarily be using?

12. As a data analyst at Adventure Works, you are tasked with creating a Microsoft Power BI report for the marketing team. The report needs to compare data on the performance of a large number of product categories, each with detailed and lengthy labels. Which visualization types should you consider using? Select all that apply.

13. True or False: You’re a data analyst at Adventure Works, tasked with introducing Microsoft Power BI to the supply chain team, who are unfamiliar with this tool. You inform them that carefully selecting the correct type of visualization for the data is critical to ensure the right insights are communicated effectively. Is this statement true or false?

14. As a data analyst at Adventure Works, you are assigned to create a presentation to convince management about the benefits of using data visualization in the company’s business intelligence process. What points would you highlight in your presentation? Select all that apply.

15. You are a data analyst and you want to visualize sales data for different product categories and sub-categories in a single view. Which type of chart would be best suited for this scenario in Microsoft Power BI?

16. As a data analyst for a stock trading firm, you are tasked with creating a visual representation of the daily closing prices of a particular stock over the last year. Which chart type would be the most suitable choice in this scenario?

17. You’ve been tracking the monthly sales and advertising spending of a company’s product line over the past two years. You want to show the correlation between advertising spending and sales and the trend of sales from different product categories. Which chart type would be the most suitable choice in this scenario? 

18. Based on the vehicle performance dataset below, which vehicle(s) would you consider to be outliers? Select all that apply. 

19. You are analyzing data for a multi-department company and want to show how each department’s monthly expenses contribute to the total expenses over a year. Which chart type would be the most suitable choice in this scenario?

20. Suppose you work for a company that sells software as a service (SaaS). You have identified a typical customer journey which includes the following stages: visiting the company’s website, signing up for a free trial, using the service during the trial period, and finally becoming a paying customer. Which statement best describes how a funnel chart could assist in understanding this process?

21. The regional sales team of a large retail corporation wants to evaluate their performance over the last year. They’ve collected data including the average customer satisfaction score, total sales, and the number of customer complaints received per month for each store in the region. Which type of visualization would be most suitable for analyzing the relationship between average customer satisfaction score and total sales, while also considering the number of customer complaints per store?

22. Which statement is true about key performance indicators (KPIs)?

23. You are a data analyst and you are tasked with creating a Microsoft Power BI report for a new marketing campaign. What are the main steps you should follow to create visualizations for this report in Power BI?

24. What is the key difference between a line and stacked column chart and a line and clustered column chart in Microsoft Power BI? Select all that apply.

25. As a data analyst at Adventure Works, you’ve been asked to help a team understand the value of data visualization in their business intelligence process. Which statement best describes the primary function of data visualization?

26. Which of the following is a benefit of using a treemap chart over a pie chart in Microsoft Power BI?

27. Which of the following statements are true about funnel charts? Select all that apply.

CONCLUSION – Creating Reports