How to Implement Key Influencers in Power BI — AI and Power BI — Chapter 3

Identifying the key influenced correlation between categories and measures is the important part of this AI visual.


Power BI offers three AI-driven visuals. 

Out of these, the Key Influencers visual helps to find and establish the factors that drive a metric based on their relative importance. It helps to understand the elements which influence the specified target variables.

You need to study this visual more in detail.

In this blog, I am trying to provide my initial understanding of Key Influencers visual step by steps.

Get Data

For this case study, I consider the US Superstore dataset from Kaggle.

  • 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.

Now it is time to explore all the possibilities to find out the key factors which are influencing more among the data points.

Analyze Categorical Data and Explain by Continuos

  1. To start with this, you need to create one Key Influencer visual and put the Category field under Analyze area.
  2. Add Sales, Profit, Month (from Order Date hierarchy) in Explain by section
  3. Create one slicer using Year (from Order Date hierarchy). So that you can observe the changes based on different year values.
  4. You can add categorial information in Explain by section.

Key influencers tab

Image by Author

a). Now, what do you understand from the above chart? Also observe, out of two tabs, by default Key influencers tab is selected.

b). You can analyze the target variable “Category” and find out the key factors like Sales, Profit, Month.

c). For the year 2014, the Furniture category is sold more than 119.8 (2.78x), but profit is on the negative side which means loss (2.64x). Also, this category sold in the month of December. 

d). You can click on the circle value and see the changes in the right bar chart.

e). From the category drop-down, select other value and find the key influencer for those target value.

f). Please note, Key Influencers tab is mainly considering one factor at a time to find the variance with the target variable.

Top segments tab

a) You can use the Top segments tab to see how a combination of factors affects the target variable that you’re analyzing.

b) Click on the Top segments tab. You can observe Power BI categorizes the data into multiple segments.

Image by Author

c)In the above example, these segments are ranked by percentage of Category (e.g Furniture) and population size (total count) within the segment.

d) For example, 62.9% category is furniture for segment 1 where population count is 159.

e) If you click on Segment 1 to see the detail about this.

Image by Author

f) If you analyze Segment 1 detail data, you can observe that the overall furniture category got 21.1%. 

g) This segment contains 8% of the data, it represents and relevant amount of the population.

Analyze Continuous Data and Explain By Categorical

  1. This time, you put the Sales value (continuous data) in Analyze section and Sub-Category in Explain by section.
  2. Here I am not using any slicer. So you can observe overall changes.
  3. You can add continuos information in Explain by section.

Key influencers tab

Image by Author

a) In the above example, sales is the target variable that is analyzing and explaining by sub-category (categorical data).

b) You can observe, for tables subcategory, average sales increases by 432.7.

c) Out of 17 sub-categories, 4 sub-categories influence the overall sales in increasing order.

Image by Author

d) If you select “Decrease” from the drop-down (marked in the above image), then the graph will display in decreasing pattern

e) In the above picture, you can observe there are 7 sub-categories that are influencing sales in decreasing way.

Top Segments tab

Image by Author

a) If you go to the Top segments tab, you can find there two options, one for Low sales value and another for High sales value.

b) In a similar way, you can explain this segment data and do explore more to click on each segment value.

Expand By

  1. If you want to use a measure column in the Analyze section, then what will happen? Let us see one example.
  2. At first, create one measure column like Total Sales where you are using the SUM() function. Total Sales = SUM(‘US Superstore data’[Sales])
  3. Now add this measure column in Analyze and sub-category in Explain by section.
Image by Author

4. A measure is always aggregated column, so set granularity, you need to add one detail column in Expand by section. 

5. Now you can add Order ID in Expand by section and see the information.

Image by Author

Formatting 

There are some special formatting available for this visual. 

  1. Analysis 
Image by Author

2. Analysis visual colors

3. Drill visual colors

Image by Author

Download

Please find the code in the below location

AI and Power BI — Chapter 3

Video

Conclusion

In this blog, we understand how Key Influencers visual is working with some detailed example.

In my next blog, we will learn more about AI and Power BI.

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

Please like, comment and subscribe to my YouTube channel which you have already seen. 🙂 Keep Learning.

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