How to create Advanced Animated Charts to boost the storytelling features in Power BI

Step-by-step guidelines to implement advanced animated charts using US Super Store Sales data.

Image from Unsplash

Nowadays, in each and every place, animation is playing a key role. For example, whether it is in Facebook, Instagram, Twitter or any other social media platform, as a user we are always attracted to any type of animated pictures.

customer will be more engaged in a storytelling session if we promote the animated chart features of any business intelligence or data visualization tool.

To follow this trend, in this blog, we are going to explore the advanced animated chart features of Power BI.

Table of Contents

1. Data Set

2. Abstraction

3. Learning Objective

4. Import Data

5. Transform Data (Calculated Measures)

6. Data Visualization (Advanced Chart — Animated)

7. Conclusion

Data Set

I have taken US Super Store data from Kaggle for this project.

https://www.kaggle.com/juhi1994/superstore

Abstraction

There are 21 columns in this data set.

Image by author

Data set contains the below information

  1. Order details
  2. Customer details
  3. Product details
  4. Sales, Quantity, Discount, Profit information
  5. Shipping details
  6. Geography details

Learning Objective

The primary objective of this case study is to learn the following things

  1. How to create new measures using DAX features
  2. Animated Bar Chart Race
  3. Scroller

Import Data

  • Let’s start with the Get Data option under the Home tab. As this is a CSV file, select the Text/CSV option from the drop-down list
  • Select the file named US Superstore data.csv
  • After selecting the file, data will be displayed in the below format
Image by Author
  • Click on Load and save data.

Transform Data (Calculated Measures)

We need to create some measures using Power BI DAX features.

  1. In desktop mode, under the Home tab -> Go to Calculations group -> Click on New Measure
  2. Type Total Sales = SUM(‘US Superstore data’[Sales]) and click on the tick sign
  3. A new calculated measure of Total Sales will be created.
  4. Select the Total Sales from the Fields panel and modify the data format to Decimal Number.
Image by Author

5. In a similar way, we need to create Total Profit using Profit column.

Image by Author

6. Now we need to create Total Cost using DAX mathematical function.

7. Click on Quick Measure and follow the below steps shown in the image

Image by Author

Data Visualization (Advanced Chart — Animated)

Power BI offers different advanced visuals. These are all supported by 3rd party providers.

We need to first import required visuals from AppSource after clicking “Get more visuals” under the visualization section.

Get More Visuals

  1. Click on Get more visuals under the Visualization section → Click on Get more visuals out of the displayed 4 options.
  2. Power BI Visuals dialog box opens. Please check, by default AppSource tab should be selected.
  3. Now in the search box, type “animated” and click on the search icon.
  4. Displays a list of visuals that are enabled with animated features.
  5. Select the visual “Animated Bar Chart Race” and click on Add button.
  6. Now this visual adds to the visualization section.
Image by Author
Image by Author

7. Similar way, we add Scroller to the visualization pane.

Image by Author

Animated Bar Chart Race

To create Animated Bar Chart Race, please follow the below steps.

  1. Select Animated Bart Chart Race visual from the pane.
  2. Make the graph canvas area a little bit bigger based on your choice.
  3. Add Sub-Category in Name, Total Sales to Value, and Year to Period.
Image by Authur

4. It’s time to do some formatting to make it more presentable.

5. To slow down the animation speed, change the duration to 9000 instead of 1000.

6. Increase text size and change the alignment of the Title.

Image by Author.

7. Now our first animated chart is ready.

Scroller

To create a Scroller visual, please follow the below steps.

  1. Select Scroller from the visualization pane, and place it on the top of the page layout.
  2. Add Sub-Category in the Category section, Total Profit to Measure Deviation.
  3. We can put Total Profit in Measure Absolute. But profit has some negative values that mean a loss for that sub-category. To showcase conditional icon up arrow or down arrow, we add Total Profit in Measure Deviation box.
  4. Hide the title of this chart from the formatting section
Image by author

5. The second animated visual is also ready.

Image by Author

Page: Sub-Category wise Summary

The page is ready with two animated visuals. After saving the file, we can publish this page to Power BI Service or we can very well display this page on the Power BI desktop only.

Image by Author

Conclusion

In this guided project we learned about the following things.

  1. How to create new measures using DAX features
  2. Animated Bar Chart Race
  3. Scroller with Conditional icon

If you have any questions related to this project, please feel free to post your comments.

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