Productivity

Build the bikes Power BI report

Category: Productivity
Platform: Windows
Length: 29 min
Resolution: 1920 × 1200
Software: Power BI Desktop

Samples play on a computer

29min

826clicks

11keys

Power BI Desktop · Windows

00:00 / 29:24

Events2,104

00:00.000AppWindows Explorer

00:00.209Move570, 948 → 363, 760

00:01.350AppSearchHost

00:01.616Typed"po"

00:02.117KeyEnter

00:02.164AppWindows Explorer

00:03.801AppMicrosoft Power BI Desktop

00:05.632Move367, 738 → 799, 503

00:06.916Move811, 498 → 959, 506

00:07.064Move960, 507 → 962, 512

00:07.889Move938, 513 → 568, 818

00:08.518ScrollDown

00:08.852Move562, 833 → 437, 993

00:09.617Move437, 990 → 448, 960

00:09.948Click448, 960

00:10.785Move448, 959 → 455, 948

00:11.033Click455, 948

00:29.828Move455, 928 → 746, 481

00:30.564Move777, 464 → 998, 386

00:51.317Move985, 408 → 645, 894

00:51.821Move641, 905 → 655, 1086

00:52.530Click655, 1086

00:56.974Move653, 1086 → 565, 1094

00:58.716Click565, 1094

01:01.250Move560, 1094 → 452, 1098

01:01.716Click452, 1098

01:02.397Move456, 1097 → 741, 1100

01:03.214Click741, 1100

01:04.554Move767, 1064 → 765, 761

01:05.105Click765, 761

01:05.490Move810, 722 → 1715, 356

01:07.283Move1715, 357 → 1721, 408

01:07.903Click1721, 408

01:08.619Move1717, 409 → 1509, 370

01:10.033Move1507, 370 → 1500, 369

01:10.253Click1500, 369

01:10.665Move1438, 370 → 675, 523

01:11.414Move680, 519 → 1243, 644

01:11.847Move1315, 629 → 1823, 440

01:13.242Move1823, 443 → 1786, 666

Loading events

Narration173

00:00
Opened Windows Search, typed “po,” and pressed Enter on the Power BI Desktop result. Power BI began launching and displayed a blank loading window.
Launch Power BI Desktop from Windows Search.
00:04
Waited for Power BI Desktop to open, then viewed its home screen with recent files and a blank report workspace. Scrolled and clicked several times near the lower edge of the window; the blank report workspace remained visible.
Wait for Power BI to load and inspect its initial workspace.
00:11
Waited while Power BI displayed a “Working on it” progress message over the blank report workspace.
Allow Power BI to finish loading.
00:19
Waited as the report workspace loaded, showing the data import options and the Visualizations pane alongside a “Loading data model” message. Power BI was then hidden.
Allow the report and data model to load.
00:36
Returned to Power BI and waited as the window title changed to “bikes.” The report canvas appeared black while the report continued loading.
Open and load the bikes report.
00:47
Clicked the Page 5 tab, then clicked it again; the report switched to Page 5, showing a large pink rectangle on the canvas. Later clicked near the lower edge of the window twice, with no further visible change.
View Page 5 of the bikes report and interact with its page tabs.
00:59
Selected the Page 6 report tab and expanded the Sales_Data1 table in the Data pane to reveal its fields.
Open the report page and inspect available dataset fields.
01:08
Selected a horizontal bar chart visual, then dragged a field from the Data pane into its visual field well to populate the chart.
Create a data visual on Page 6.
01:18
Dragged fields into the chart's axis wells, changing the chart to show Sum of PRICEEACH by QTR_ID.
Configure the chart to compare price totals by quarter.
01:28
Resized the chart by dragging its lower-right edge outward, enlarging the horizontal bar chart on the canvas.
Make the chart easier to view.
01:36
Scrolled through the Data pane and dragged another field toward the visual field wells; the chart remained unchanged during the visible interval.
Inspect or attempt to add another data field to the chart.
01:46
Continued dragging a field into the chart configuration, replacing QTR_ID with CUSTOMERNAME on the category axis while keeping Sum of PRICEEACH on the value axis.
Show price totals by customer instead of quarter.
01:54
Resized and repositioned the existing customer price bar chart, then selected a clustered column chart type in the Visualizations pane. The chart remained on the canvas while its visual selection was cleared.
Adjust the report chart layout and choose a visualization type.
02:04
Added a new clustered column chart below the existing bar chart and resized the visual. Dragged MONTH_ID from the Data pane into its X-axis field well, leaving the chart without a measure.
Create a monthly chart visual and assign its category field.
02:14
Dragged ORDERNUMBER into the new chart's Y-axis field well, producing a column chart of Sum of ORDERNUMBER by MONTH_ID. Cleared the visual selection afterward.
Populate the monthly column chart with an order-number aggregation.
02:24
Added an area-chart visual to the right of the existing charts, then dragged a field from the Data pane toward its X-axis well. The new visual remained unpopulated.
Add another chart visual to the report canvas.
02:33
Assigned CITY and STATE to the area chart, which rendered as Count of STATE by CITY. Clicked a chart data point and opened its underlying data in a new report page, where the selected customer filter was visible.
Build a city-level chart and inspect the underlying records for a data point.
02:42
Returned to the report and clicked several bars in the monthly chart to inspect their tooltips. The selected chart data cross-filtered the customer bar chart and the city area chart, and the displayed tooltips showed month and summed order-number values.
Review monthly order-number values and the resulting cross-filtered charts.
02:52
Selected the lower-right pie chart and dragged it from the upper-right area into the open space beneath the area chart, positioning it beside the monthly column chart.
Reposition the pie chart within the report layout.
03:00
Selected the customer price bar chart, then adjusted the pie chart’s placement and size by dragging its edges and selecting nearby report areas. The pie chart ended up in the lower-middle section beside the monthly column chart.
Arrange and size visuals on the report page.
03:10
Dragged the Quantity field from the Data pane toward the selected pie chart’s Legend well, then clicked within the visual fields area.
Configure the pie chart using a data field.
03:20
Dragged the Country field into the selected pie chart’s Values well, changing the visual to display a single-value doughnut-style result. Clicked the Values field area and nearby controls, after which the chart returned to a gray pie display.
Adjust the pie chart’s data configuration.
03:30
Moved Country into the pie chart’s Legend well, then continued manipulating the visual’s field wells. The chart changed from a single-value doughnut to a tall country legend list.
Break down the pie chart by country.
03:40
Added State as the pie chart’s Values field while retaining Country in Legend, then clicked the city area chart and customer-price bar chart. The pie chart updated to show state counts segmented by country, and the other charts displayed more detailed categories.
Complete the country breakdown using state counts and inspect related report visuals.
03:50
Clicked repeatedly across slices of the selected country pie chart, moving from lower slices toward the upper-right area; the report visuals updated in response to the selections.
Inspect or filter the report by country selections.
04:00
Clicked several additional slices in the country pie chart, changing the highlighted selections and corresponding report visual results.
Continue inspecting country-level report selections.
04:05
Paused with the Power BI report open and the charts visible; no interaction occurred.
Review the report visuals.
04:25
Clicked the Treemap visual type in the Visualizations pane, then clicked several pie-chart slices; finally clicked outside the report visuals.
Try a visualization option and inspect report selections.
04:36
Clicked around the Visualizations pane and report canvas, then clicked outside the selected visual; the chart selection cleared and the pane switched to page-level options.
Adjust the report selection and visualization settings.
04:46
Clicked the canvas and dragged to create or resize a new visual area on the right side of the report; the blank visual became a large treemap-style placeholder with category, details, and values field wells visible.
Add a new visual to the report canvas.
04:59
Drag along the report canvas to resize the page view, enlarging the existing charts and treemap while keeping Page 6 selected.
Adjust the report canvas view for easier inspection.
05:08
Select CITY from the Sales Data1 field list to populate the selected treemap's Category field; the visual remains blank while the field is being configured.
Set the treemap's category using city values.
05:17
Add CUSTOMERNAME to the selected treemap's Details field, then add CITY there as well; the visual updates to display a mosaic of customer counts by city.
Break down the treemap by city and customer name.
05:27
Rearrange the treemap field wells, moving CUSTOMERNAME into Category and placing CITY and Count of CUSTOMERNAME in Values; inspect the field options and resulting visual.
Experiment with the treemap's field assignments and aggregation.
05:37
Remove the populated fields from the treemap, leaving it empty, then drag COUNTRY from the field list into its Category well and add STATE as its value.
Reconfigure the treemap to summarize state counts by country.
05:48
Add CITY to the treemap's Details well and select a city-level segment; the report cross-highlights related data in the other charts and displays a tooltip with country, city, and state count.
Inspect the state counts at the country-and-city level.
05:59
Clicked successive tiles in the treemap to inspect their linked city and country data; the scatter plot and other visuals updated with each selection.
Explore the geographic breakdown by selecting treemap categories.
06:09
Continued clicking through treemap tiles and the legend area, updating the linked charts to highlight different locations; a tooltip briefly showed USA, Newark, and a count of 21.
Inspect values and cross-filtered results for different geographic categories.
06:19
Selected another treemap tile, then clicked the MONTH_ID field in the Data pane and began dragging it toward the visual field wells.
Change the treemap's measure or grouping using a data field.
06:30
Finished dragging MONTH_ID into the treemap's Values well, then opened its aggregation menu and selected a different summarization; the treemap changed to show Count of MONTH_ID.
Adjust the aggregation used for the treemap values.
06:39
Changed the treemap's MONTH_ID aggregation to Average and removed CITY from its Details well, leaving the visual grouped by COUNTRY; briefly switched away and back before clicking the report canvas.
Simplify the treemap grouping and inspect average month values by country.
06:49
Selected a treemap tile to view its tooltip, then clicked a visual type in the Visualizations pane; the upper-right visual changed into a blank placeholder and its field wells were cleared.
Inspect a country value and change the selected visual's type.
06:56
Paused on Page 6 of the Power BI report, leaving the charts and selected blank visual unchanged.
Review the report page before continuing.
07:16
Clicked in the Data pane and dragged a field from the field list toward the report canvas; the selected upper-right visual remained blank at the sampled point.
Add or configure data for the selected visual.
07:29
Dragged a field onto the upper-right visual, then clicked several regions of the treemap and report canvas. The upper-right visual changed from blank to a card showing Sum of PRICEEACH, with values updating from 5.18K to 5.50K.
Populate the selected visual and inspect or filter report data.
07:37
Dragged another field from the Data pane into the visual's Value area; the card remained at 5.50K while the field list and visual configuration updated.
Add a data field to the selected visual.
07:46
Dragged fields into the selected visual's Value area, adding First CITY and First DEALSIZE alongside Sum of PRICEEACH. Opened the menu for First CITY and selected an aggregation option.
Configure the card visual to display additional fields and adjust their aggregation.
07:56
Changed from Build visual to Format visual and opened the Multi-card layout settings. Expanded the Style dropdown, showing Table and Tiles options, while the card continued to display the three fields.
Format the multi-card visual's layout.
08:06
Changed the selected multi-card visual’s arrangement and opened its layout options, switching from horizontal tiles toward a table-style layout.
Adjust the layout of the multi-card visual.
08:16
Set the multi-card layout to a vertical table arrangement and adjusted the row count, changing the cards from a horizontal strip to stacked entries.
Configure how the card values are arranged in the visual.

08:25
Scrolled and clicked within the report canvas and formatting pane, increasing the multi-card row setting and changing the selected visual while the displayed report remained largely unchanged.
Continue adjusting and inspecting visual formatting.
08:35
Used the formatting controls for the multi-card visual, scrolling through its settings and enabling individual-corner controls; expanded the corner settings and adjusted a corner value.
Customize the multi-card visual’s shape and corner appearance.
08:45
Scrolled through the multi-card formatting options and opened the Border section, leaving the border controls expanded.
Review and configure the visual’s border appearance.
08:55
Scrolled further through the formatting pane and clicked within the border and nearby visual-formatting settings; the report canvas and displayed cards stayed unchanged.
Continue reviewing the multi-card visual’s formatting options.
09:05
Scrolled the Format visual pane and clicked through the selected card’s styling controls, opening the color palette while adjusting its background and border settings.
Customize the appearance of the selected card visual.
09:14
Continued through the card formatting options, scrolled the pane, and enabled Add image for the selected visual; the image-source controls appeared.
Configure an image background for the selected card visual.
09:24
Opened the image data picker, expanded data tables, and browsed their fields, including Vehicle_product and sales_team; then selected a field in the sales_team list.
Choose a data field to supply the card’s image.
09:35
Selected the image_location field and returned to the formatting pane, where an image value appeared in the data control; scrolled farther down through the card settings.
Set the selected data field as the card image source and review image display settings.
09:45
Paused without visible interaction while the Power BI report remained on Page 6.
Wait or review the report and formatting settings.
10:00
Returned focus to Power BI and clicked several areas of the treemap visual, changing the displayed card values to reflect selections such as Allentown and Makati City; left the treemap visual selected.
Explore report data by selecting treemap categories.
10:11
Clicked controls in the Visualizations formatting pane and scrolled through the selected treemap's layout and data-label settings, then continued down to its border and background options.
Adjust the selected treemap's appearance.
10:21
Clicked through the card formatting options, moving from card shape and corner-radius controls to lower appearance settings in the Visualizations pane.
Customize the selected card visual's style.
10:31
Adjusted the card's corner-radius setting by dragging its slider, then clicked the Count of STATE visual to select it.
Refine card styling and switch the active visual.
10:41
Scrolled the Visualizations pane and clicked and dragged within the card formatting controls to adjust its shape settings.
Continue styling the selected card.
10:50
Clicked through card shape and appearance settings, scrolled slightly, and opened the background fill-color control.
Customize the card's background appearance.
11:00
Scrolled the formatting pane, clicked the card and a field in the Data pane, then reopened the background color palette and selected a bright pink fill for the card.
Set the selected card's background color.
11:10
Adjusted the selected card visual’s formatting in the Visualizations pane, scrolling through its settings and opening the Accent bar position options. The card remained selected with a pink background and displayed First CITY Gensve, Sum of PRICEEACH 2.71K, and First DEALSIZE Medium.
Customize the selected card visual’s appearance.
11:20
Continued editing the card’s Accent bar settings, opening the pane’s context menu and increasing the Width value from 10 px to 20 px. A brief Windows Explorer window resize was also recorded; the report view remained unchanged.
Refine the selected card visual’s accent bar formatting.
11:30
Changed the Accent bar position from Left to Right and adjusted its color and transparency settings in the Visualizations pane. The card stayed selected, with a narrow accent visible along its right edge.
Adjust the card’s accent bar placement and appearance.
11:41
Continued adjusting the card’s Accent bar color and transparency, then enabled and opened the Shadow settings. Scrolled through the formatting pane to reveal additional shadow options.
Refine the selected card’s accent bar and shadow styling.
11:51
Scrolled through the card’s Shadow settings and adjusted its controls, including transparency and blur. The card remained selected while the report canvas stayed unchanged.
Customize the card visual’s shadow effect.
12:03
Scrolled further through the Shadow settings and adjusted shadow parameters, then opened the color palette for a shadow color control. The selected card remained visible with its existing values and a narrow blue accent at the right edge.
Fine-tune the card’s shadow appearance and choose a color.
12:13
Clicked through the selected card visual’s formatting controls, moving among settings in the Visualizations pane. The card displaying First CITY, Sum of PRICEEACH, and First DEALSIZE remained on the report canvas.
Adjust the selected card visual’s formatting.
12:23
Scrolled through the card formatting pane and opened the Cards settings. Clicked the card selector to show options for All, First CITY, Sum of PRICEEACH, and First DEALSIZE.
Choose which card’s formatting settings to edit.
12:33
Scrolled within the card settings, opened a color palette, and selected a color for the card background. The selected card’s displayed background remained pink.
Change the background color of the selected card.
12:42
Clicked the ADDRESSLINE2 field in the Data pane, then continued adjusting card formatting and enabled the Accent bar setting. The Sum of PRICEEACH card showed a lavender background.
Edit card appearance and interact with a data field.
12:52
Adjusted the Accent bar controls, including its position and width, with repeated clicks and scrolling in the formatting pane. The card accent bar shifted from the left to the right and became wider.
Customize the selected card’s accent bar.
13:02
Scrolled the formatting pane and repeatedly adjusted the Accent bar width for the Sum of PRICEEACH card. The card displayed a much wider dark accent bar along its right edge.
Set the selected card’s accent bar width.
13:12
Scroll through the selected card’s formatting options, then open a color palette for one of its border or reference-label settings.
Adjust the selected card’s visual styling.
13:22
Scroll through the formatting pane and move from card label settings to the Multi-card layout controls, bringing the Style, Arrangement, and Rows options into view.
Configure the layout of the selected multi-card visual.
13:32
Scroll through the Multi-card layout options, then open the settings for the Sum of PRICEEACH card and its Shape section.
Review and configure the card’s shape and border styling.
13:42
Open the card’s Background settings and change its fill to pink, then enable the Accent bar option.
Style the selected card with a colored background and accent bar.
13:52
Continue working in the card formatting pane, scroll to the Accent bar controls, and set its position to Right and its color to blue.
Customize the selected card’s accent bar.
14:01
Scroll through the card formatting options, then switch off Glow in the Shadow and Glow settings.
Adjust the card’s visual effects.
14:11
Clicked the selected Count of STATE by CITY chart and interacted with the surrounding visuals, changing the report’s cross-filtered values and charts. Scrolled within the formatting pane to continue reviewing its settings.
Inspect how report visuals respond to selections and review chart formatting.
14:21
Clicked within the formatting pane to open and review the selected chart’s visual formatting options.
Inspect the chart’s available style settings.
14:37
Opened successive chart-formatting sections and changed the chart’s style settings; the line chart’s labels and presentation changed as the options were applied.
Adjust the appearance of the selected chart.
14:46
Continued clicking through chart style presets and formatting controls, then scrolled the formatting pane to review additional settings.
Refine and inspect the selected chart’s formatting.
15:00
Worked in the X-axis formatting controls, clicking the values and label settings and dragging a slider to adjust the axis label display.
Modify the selected chart’s X-axis label formatting.
15:12
Continued adjusting the X-axis settings by dragging the maximum-height slider and toggling the concatenate-labels option, then scrolled the formatting pane and selected another control.
Fine-tune how category labels appear on the chart’s X-axis.
15:22
Clicked and scrolled through the selected area chart’s formatting options, moving from its title settings to the Layout controls. The chart and dashboard visuals remained in place.
Adjust the selected chart’s formatting settings.
15:32
Changed the selected chart’s minimum category width with repeated adjustments, then scrolled down the formatting pane to continue reviewing options. The category labels shifted from angled to vertical and the chart displayed fewer categories at once.
Tune category spacing and label presentation on the chart.
15:42
Opened and reviewed the chart’s initial scroll-position options, then scrolled down through the Y-axis and other formatting sections. The chart remained selected on the report canvas.
Review and navigate the selected chart’s formatting settings.
15:54
Scrolled through the chart formatting pane and adjusted horizontal gridline settings, including transparency and line width. The chart’s horizontal gridlines became more visible.
Style the selected chart’s horizontal gridlines.
16:04
Scrolled further through formatting options, switched the horizontal gridline line style to dashed, and enabled the chart’s Zoom slider. The slider appeared along the left side of the chart.
Refine chart gridline styling and enable chart zoom navigation.
16:14
Clicked and dragged the chart’s vertical zoom slider, then clicked again near the slider. The area chart’s visible count range changed while the rest of the dashboard stayed unchanged.
Adjust the chart’s displayed vertical range using its zoom control.
16:21
Left the Power BI report on page 6 with the customer price bar chart, city count chart, and other visuals visible; clicked the Recorder taskbar icon near the end of the interval.
Switch applications from the report.
16:36
Returned to Power BI and adjusted the report view, scrolling and clicking in the canvas and formatting pane. The selection changed from the city count chart to the customer price bar chart, and its axis formatting controls became visible.
Inspect and adjust visual formatting on the report page.
16:46
Clicked through style and axis controls in the formatting pane, opening the Style options and changing the selected bar chart’s style to Data labels. The chart then displayed numeric labels beside its bars.
Format the customer price bar chart and show its data labels.
16:56
Opened the chart’s color palette and changed Y-axis value formatting, increasing the font size to 11. The palette closed while the report visuals remained in place.
Customize the selected chart’s formatting.

Build and format the bikes report using its sales and employee data.

Created and extensively customized a multi-visual Power BI report from the bikes dataset, configuring charts, cards, a treemap, and a pie chart to explore sales and geographic data through cross-filtering. Applied detailed visual formatting, including colors, labels, axes, backgrounds, borders, and effects.

clip.mp4The screen recording57 MB events.jsonEvery input logged, synced to the video clock17 MB frame_events.jsonEvery input logged, synced per frame27 MB narration.jsonDescriptions of what happened, and why68 KB metadata.jsonThe session's facts2 KB

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