Productivity

Power BI Sales Report

Category: Productivity
Platform: Windows
Length: 38 min
Resolution: 1920 × 1080
Software: Power BI Desktop

Samples play on a computer

38min

790clicks

104keys

Power BI Desktop · Windows

00:00 / 38:00

Events2,197

00:00.000AppWindows Explorer

00:00.001Move1715, 820 → 1704, 760

00:00.399Click1704, 758

00:00.805Move1680, 779 → 655, 1061

00:01.941Click655, 1061

00:02.166AppSearchHost

00:03.173Move683, 1059 → 1776, 607

00:04.427Move1728, 610 → 730, 528

00:06.164Move727, 504 → 762, 236

00:08.900Typed"po"

00:10.186Move785, 231 → 1046, 492

00:11.251Click1046, 492

00:11.549AppWindows Explorer

00:13.406AppPBIDesktop

00:14.125AppMicrosoft Power BI Desktop

00:21.051Move1044, 495 → 653, 692

00:21.787Move648, 685 → 452, 282

00:23.973Move457, 304 → 448, 258

00:24.948Click448, 258

00:31.351Move479, 252 → 1395, 336

00:31.751Move1374, 340 → 531, 96

00:32.177Move509, 103 → 283, 120

00:32.914Click283, 120

00:38.786Move289, 128 → 382, 225

00:39.410Click382, 225

00:39.830Move406, 237 → 725, 537

00:40.923Move725, 538 → 722, 558

00:41.308Click722, 558

00:51.768Move717, 550 → 489, 277

00:53.158Click489, 277

00:53.739Move496, 280 → 1011, 735

00:54.209Move1020, 748 → 1219, 909

00:55.470Click1219, 909

01:02.028Move1215, 899 → 1190, 778

01:03.191AppApplication Frame Host

01:03.445AppMicrosoft Power BI Desktop

01:05.027Move1187, 775 → 1153, 638

01:08.419AppWindows Explorer

01:08.435AppMicrosoft Power BI Desktop

01:09.370Move1173, 648 → 1495, 877

Loading events

Narration219

00:00
Opened Windows Search from the taskbar, typed “po,” and viewed the Power BI Desktop best match and its available Open option.
Locate Power BI Desktop through Windows Search.
00:11
Launched Power BI Desktop from the search result and waited while its splash screen appeared during startup.
Start Power BI Desktop.
00:17
Waited for Power BI Desktop to finish loading its home screen, then viewed the blank report workspace as it became available.
Open Power BI Desktop and reach a report workspace.
00:25
Waited for the untitled report to finish loading, then clicked the Excel import tile twice.
Begin importing data from an Excel workbook into the report.
00:33
Viewed the Open file dialog in Downloads, where an Excel workbook was selected, then clicked Open.
Choose an Excel workbook as the report's data source.
00:41
Waited while Power BI returned to the blank report workspace after the file dialog closed; no imported data appeared in the visible workspace.
Continue the workbook import process.
00:45
Selected Sheet1 in the Navigator and clicked Load to import it into the Power BI report.
Load the selected worksheet into Power BI.
00:55
Waited while Power BI processed the query and began loading the worksheet; the report canvas remained on its data-import screen.
Complete the worksheet import.
01:03
Waited as Power BI continued loading Sheet1; the loading dialog remained visible.
Allow the worksheet data to finish loading.
01:08
Waited for the import to finish, briefly opened and dismissed the system tray overflow, then clicked the report canvas.
Finish loading the worksheet and return to the report.
01:16
Clicked the report canvas and dragged to draw a text box, then clicked inside it to bring up the text-formatting toolbar.
Add a text box to the report canvas.
01:25
Resized the text box with a drag, clicked within it, and typed 'SAles' before pressing Backspace repeatedly to remove the text.
Edit text in the report's text box.
01:36
Typed “Sales dashboard” into the selected text box, then clicked within the text box.
Add a title to the report page.
01:47
Opened the text color palette, then dragged within the text box and clicked its font controls to adjust the text formatting.
Format the report title.
01:56
Opened the font-size list and selected a larger size, then dragged the text box’s lower-right handle to enlarge the box.
Increase the title text size and adjust its text box.
02:06
Clicked the font-size control and changed the title size to 40, then clicked the New page button.
Enlarge the report title and add a report page.
02:19
Selected the title text, opened the font-size list, and chose a size of 40; then clicked in the text box and its formatting controls.
Refine the title’s typography.
02:28
Selected the title text and clicked text-formatting controls, leaving the text box active with the insertion point at the end.
Continue formatting the report title.
02:37
Clicked through the text box formatting options, then enabled its Background effect; the “Sales dashboard” text box appeared with a gray fill.
Style the dashboard title text box.
02:47
Clicked the text box formatting controls and returned focus to the title text, leaving the text cursor after “Sales dashboard.”
Continue editing the dashboard title’s formatting.
02:57
Dragged across the floating text toolbar and clicked formatting controls, changing the title’s alignment and toggling bold; the title remained inside the gray text box.
Adjust the dashboard title’s text formatting.
03:09
Dragged across the title text to select “Sales dashboard,” then clicked in the font-size control area.
Select the title text for formatting.
03:20
Opened the font-size dropdown and chose 54; the selected “Sales dashboard” title grew larger within the gray text box.
Increase the dashboard title’s font size.
03:30
Selected the title text and changed its font size to 44, then reopened the font-size dropdown and scrolled within the list.
Refine the dashboard title’s font size.
03:37
Clicked within the selected “Sales dashboard” title box and then outside it, leaving the title visible on the gray background.
Adjust or confirm the dashboard title text box.
03:47
Reopened the title text formatting controls, then expanded the Effects section and its Background settings in the format pane.
Inspect or adjust the title box’s background formatting.
03:55
Expanded Properties in the format pane to view the text box size settings.
Inspect the title text box dimensions and layout properties.
04:04
Scrolled through the text box properties and expanded Position and Padding in the format pane.
Inspect the text box placement and padding settings.
04:14
Edited the top padding value in the format pane, then clicked the title and dragged across part of its text to select it.
Adjust title text-box padding and select title text for editing.
04:31
Returned focus to Power BI Desktop, clicked within the title text, and dragged across it to select “dashboard.”
Select part of the dashboard title for editing.
04:40
Dragged the selected “Sales dashboard” text box around the report canvas, repositioning it toward the upper center, then clicked within the canvas and text box.
Position the dashboard title on the report page.
05:00
Clicked the report canvas and adjusted the selection, closing the text-formatting controls and returning to the Visualizations pane.
Prepare the report canvas for adding a visual.
05:09
Selected a visual type in the Visualizations pane, creating a small empty visual on the left side of the canvas, then dragged the Profit field from the data list toward the visual’s field well.
Add a visual and populate it with the Profit measure.
05:27
Added the Profit field to the selected visual’s Value well, producing a card that displays Sum of Profit (16K), then opened the visual’s more-options menu.
Show aggregate profit on the dashboard.
05:36
Paused with the report canvas visible while the active Windows Explorer window was resized or moved in the background.
No clear report-editing action; the report remained open.
05:46
Left the dashboard canvas open and clicked a chart icon in the Visualizations pane, hovering over the line and clustered column chart option.
Choose a chart type for the report.
05:58
Expanded the Order Date hierarchy and selected Quarter, adding the quarter level to the visual's X-axis; the small visual displayed the Quarter field.
Set the visual's time axis to quarters.
06:09
Dragged Selling Price from the Data pane toward the visual's Column y-axis field well, leaving the chart configured with Quarter on its X-axis and Selling Price as a column value.
Add sales amounts to the quarterly visual.
06:19
Dragged Profit into the visual's Line y-axis field well; the visual updated to a combo chart with quarterly Selling Price columns and a Profit line.
Compare profit with selling price across quarters.
06:28
Resized the chart on the report canvas, then selected the Format visual pane for the chart.
Adjust the chart's presentation and open its formatting controls.
06:39
Scrolled through the Format visual options and toggled the Shade area setting; the chart remained displayed while its formatting pane stayed open.
Adjust the combo chart's visual formatting.
06:49
Continued navigating the formatting pane, switched to General, and expanded Data format for the Order Date - Quarter field to expose its Format control.
Review general formatting options for the chart's quarter field.
06:58
Selected several color swatches in the open color palette, changing the selected chart's background to gray.
Adjust the chart's appearance.
07:07
Continued choosing color swatches, then clicked the report canvas to close the palette and deselect the chart.
Finish adjusting the chart's appearance.
07:17
Dragged across the canvas and clicked around the report, then selected the ribbon chart type in the Visualizations pane.
Add another visual to the sales dashboard.
07:29
Clicked the canvas and dragged the newly added blank visual into position beside the existing chart.
Place a second visual on the dashboard.
07:39
Paused with the new blank visual selected and the fields list visible; made no recorded interaction.
Review the visual and available data fields.
07:59
Dragged the State field from the Data pane toward the blank visual's Y-axis field well.
Populate the new visual with a data field.
08:05
Dragged a field into the selected visual’s X-axis, leaving State and City as categories; the visual remained blank.
Configure the selected dashboard visual with geographic categories.
08:16
Dragged City into the visual’s Y-axis, producing a count-of-city column chart by State, then added Profit to the Legend, creating colored series.
Build a state-level visual that compares city counts across profit values.

08:28
Clicked around the selected chart and its field wells, then scrolled within the Visualizations pane; the chart remained a count-of-city-by-state visual with Profit in the Legend.
Adjust or inspect the chart’s configuration.
08:37
Dragged fields in the Visualizations pane, removing Count of City from the Y-axis and adding Sum of Profit; the chart updated to show profit by State.
Change the chart from city counts to profit totals by state.
08:49
Dragged Target Profit into the visual’s Legend, changing the chart to show Sum of Profit by Target Profit.
Break down profit totals by target-profit values.
08:59
Dragged Target Profit away from the Legend, removing that breakdown and leaving a single Sum of Profit column; clicked in the field list and visual configuration pane.
Remove the target-profit series from the chart.
09:09
Dragged across the selected profit-by-day chart, then clicked through its visual and formatting controls to open the Format visual pane.
Adjust the selected chart's appearance.
09:20
Opened the General formatting options and expanded the chart's visual-border color palette, then selected a color swatch.
Change the selected chart's formatting.
09:29
Clicked among the theme color swatches and formatting controls while the visual-border palette remained open.
Continue adjusting the selected chart's border appearance.
09:39
Closed the color palette and clicked on the report canvas and chart area, returning to the chart's Build visual settings.
Return to the selected chart's field configuration.
09:46
Dragged around the selected profit-by-day chart and clicked away on the canvas, leaving the chart in place and deselected.
Reposition or finish arranging the chart on the dashboard.
10:00
After Power BI Desktop became active, hovered over chart-type icons in the Visualizations pane and clicked the clustered bar chart icon.
Choose a chart type for a visual.
10:13
Dragged the blank horizontal-bar visual into position on the right side of the dashboard, then clicked it to select it.
Arrange and select a new visual on the dashboard.
10:23
Dragged the Order Date hierarchy's Day field and Sum of Profit onto the selected visual, creating a line chart; then clicked away from the visual.
Build a profit-by-day chart.
10:33
Clicked the page-level filter area, then dragged the Year field from the Order Date hierarchy into the selected visual's Y-axis field well.
Add the year field to the visual's data configuration.
10:43
Dragged State into the visual's X-axis and then dragged Profit into its Legend field well.
Configure the visual to compare state counts by year and profit.
10:53
Dragged City into the Legend field well, replacing Profit, and waited as the chart updated.
Break down the state-count chart by city.
11:02
Removed the Year and City breakdowns from the visual, leaving only Count of State, then clicked the Order ID field in the Data pane.
Simplify the visual and begin selecting another data field.
11:13
Dragged across the report canvas, then selected the monthly Count of State chart and opened its formatting controls, switching from Visual to General settings.
Adjust the selected chart’s appearance or general properties.
11:23
Expanded chart formatting sections, including Effects and Background, then returned to Build visual and dragged the selected chart’s lower-right resize handle to adjust its size.
Refine the chart’s formatting and layout.
11:33
Continued dragging and repositioning the selected chart, then clicked the canvas and dragged along the chart’s top boundary, leaving the three visuals aligned across the report.
Arrange the dashboard visuals on the canvas.
11:41
Dragged around the report canvas and clicked outside the visuals to deselect them, then opened page-level settings in the Visualizations pane.
Finish arranging the report and access page formatting options.
11:51
Clicked outside the report visuals, then opened the page formatting controls and expanded Canvas background settings.
Configure the report page background.
12:00
Changed the Canvas background color through its color control, leaving the report canvas with a dark gray background.
Set a darker background for the dashboard page.
12:10
Clicked around the report canvas and visual controls, then added a pie chart visual below the existing charts; the new chart displayed as a gray pie with no field assignments visible.
Add a pie chart to the sales dashboard.
12:20
Dragged the selected pie chart's border and handles to adjust its position and size, then clicked near its lower edge.
Position and resize the new pie chart on the report canvas.
12:26
Paused with the selected pie chart and sales dashboard visible; no interaction was recorded.
Review the report canvas and available data fields.
12:46
Dragged the Target Profit field toward the pie chart's Legend well, leaving the chart populated with a legend of target-profit values.
Populate the pie chart using Target Profit.
12:55
Dragged additional fields into the pie chart wells, adding Sum of Profit and Payment Mode; the chart updated to a many-slice pie titled “Sum of Profit” with a Payment Mode breakdown. Clicked the formatting controls to open the Format visual pane.
Configure the pie chart's data breakdown and formatting options.
13:06
Clicked through the Format visual settings and opened the General tab's Effects and Background options, leaving Background enabled with 0% transparency.
Adjust the selected pie chart's appearance.
13:14
Scrolled through the visual formatting options and clicked controls in the General settings, expanding the Data format section while leaving the Sales dashboard unchanged.
Inspect and adjust formatting settings for the selected visual.
13:24
Scrolled through the formatting pane and opened the Title, Properties, and Padding sections for the selected visual.
Review the visual's layout and title settings.
13:34
Switched to the Visual formatting tab and opened options for the Legend, including its position and text settings.
Review legend display settings for the selected visual.
13:44
Clicked the legend text style controls, toggling Bold and then Italic.
Change the legend text styling.
13:53
Clicked additional legend formatting controls, scrolled the pane, then clicked the report canvas and began dragging the pie-chart visual away from the lower-left area.
Adjust legend formatting and reposition the pie chart on the dashboard.
14:02
Continued dragging the pie chart and released it near the lower center of the canvas, then clicked the report canvas.
Place the pie chart in a new dashboard position.
14:12
Dragged across the report canvas, then clicked near the lower-left area and selected a visual control; a new blank visual appeared beneath the top row of charts.
Add or configure another visual on the sales dashboard.
14:21
Clicked around the new visual and elsewhere on the canvas, leaving the blank visual in place with its sign-in prompt.
Inspect or adjust the newly added visual.
14:32
Dragged the State field from the Data pane into the visual's drill-through field area, then scrolled and clicked near the resulting State filter card.
Configure State as a drill-through field for the selected visual.
14:42
Expanded the State filter list, scrolled through the state options, and selected different entries, including Bihar and Tamil Nadu; the dashboard charts updated with each selection.
Filter the dashboard by individual states and review the resulting charts.
15:00
Continued scrolling through the State filter list and clicking state checkboxes; the displayed charts changed as the filter selection changed.
Compare dashboard results across states.
15:09
Clicked successive checkboxes in the State filter list, changing the selected state and observing the refreshed dashboard visuals.
Review the sales dashboard for additional state selections.
15:20
Clicked successive state checkboxes in the visual-level State filter and scrolled through its list, updating the dashboard charts and pie chart with each selection.
Filter the sales dashboard by individual states.
15:29
Continued scrolling through the State filter list and selecting state checkboxes; the dashboard visuals refreshed after each selection.
Continue inspecting dashboard results for different state filters.
15:39
Scrolled through the State filter list, selected additional state checkboxes, and refreshed the dashboard visuals.
Inspect the sales dashboard under different state filters.
15:48
Scrolled farther through the State filter, selected and cleared visible state checkboxes, then clicked a blank area of the report canvas.
Adjust the dashboard's state filter and return focus to the report canvas.
15:58
Clicked within the selected empty visual area and then clicked the report canvas, leaving the visual deselected.
Change the selection state of the empty visual on the dashboard.
16:04
Paused on the filtered sales dashboard, then clicked the Image visual icon in the Visualizations pane.
Add an image visual to the report.
16:17
Clicked within the selected image visual and then clicked near the lower-right edge of the screen; the Sales dashboard remained open with the image formatting controls visible.
Continue adjusting the image visual on the dashboard.
16:27
Opened Windows Quick Settings from the taskbar, then returned to Power BI and clicked the blank image visual on the report canvas.
Return to editing the dashboard image visual.
16:35
Clicked in the Image formatting pane and scrolled through its settings, bringing the image controls and Alt text area into view.
Review and adjust the selected image visual's formatting options.
16:46
Scrolled down through the image formatting options, clicked the Background toggle to turn it on, and continued to the lower settings.
Configure the selected image visual's appearance.

Build and style a Power BI sales and profit report using the Sheet1 data.

Created a multi-page Power BI sales report using an Excel dataset, building and styling dashboards with charts, a map, a gauge, and text headings. Saved the report as “company-sales-report-today.pbix” in Downloads.

clip.mp4The screen recording54 MB events.jsonEvery input logged, synced to the video clock28 MB frame_events.jsonEvery input logged, synced per frame36 MB narration.jsonDescriptions of what happened, and why93 KB metadata.jsonThe session's facts2 KB

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