From the course: Learning Data Analytics Part 2: Extending and Applying Core Knowledge

Publishing visuals and data sets

From the course: Learning Data Analytics Part 2: Extending and Applying Core Knowledge

Publishing visuals and data sets

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- [Instructor] One of the final steps before you publish your visuals for consumption is to get things sized and set before you publish. This is where you can do all that intricate sizing and alignment. If you haven't had any graphic design training, you may never have experienced grids and line support but these are valuable layout features. If you go to your view tab, you'll notice that you have grid lines, snap to grid and lock objects. That way you can lock them, and they're not going to move as you move things around, let's go back over to our home tab. All right, I'll go ahead and close visuals and the field's pane, okay, and then I'm going to drag that line title by month and then you notice the little red sizing, it lets me know where I'm at in my layout. This is perfect. I've got a little bit more room here so I'm going to drag it over to my grid, perfect. Okay, I'm going to go ahead and size, again, I'm using those grid lines to help me, and bring it down, maybe saws this one a little bit bigger leverage that space that I have. And again, these are why we save these for the final steps. Okay, I want them to be exactly aligned, so I'm going to Control + Select all three of them, I'll go to my format, align and align these by their left most point. Okay, perfect, now I'm good to go there. Okay, total delivered, lost orders, total return and back order. I want to make sure I have equal space vertically. So I'll go to my format, I'll go to align and I'll distribute them vertically. Perfect, now let's go ahead and save our work. Now I'm ready to publish. So the very first thing I'm going to do is go ahead and save this as a production file. That way I can go ahead and remove my artifacts. Okay, I'll go ahead and do file, I'll do Save As Okay, we're going to call this one production. I'll go ahead and eliminate these tabs. Call it a sales dashboard. I'm going to go ahead and clear this filter here and save my work. Now there's multiple ways to distribute this information. One, you can go ahead and export it as PDF. So I'll go to file, export and I can choose to PDF. And that will take this particular file and give me a PDF version of it. So I'll go ahead and do export to PDF. And now I can see my Adobe PDF, now PDFs of course are printed and they're not going to be interactive but I can email them. All right, I'll go ahead and close this. Can you use that utility to share feedback and gain feedback from our decision makers. Every tool that publishes to the web publishes a little bit differently but they're all doing the same thing. I'm taking it from an application in my desktop environment and putting it into the web based portal. I'll go ahead and choose publish, oscillate my workspace, and it'll start the publishing process. Remember that what you can do to share and publish and where you can publish is also dictated by your licensing structure within your organization. One of the additional features of Power BI is that not only will it allow me to publish to the web into my workspace, but it'll also give me some quick insights into my data. So when I send data up, it'll give me some visuals to look at and explore. All right, I'll go ahead and click on open my sales dashboard. And then this takes me to the web based version of Power BI and I can begin to interact with my dashboard. There's another feature I love about Power BI in the web and that's the ability to export my dashboard page to a PowerPoint. I'll go to export and I'll choose PowerPoint. I'll work with my current values. I'll tell it to only export the current page, if that's appropriate and then I'll choose export. And it will begin to build a PowerPoint slide for me that I can use in presentations or as part of other meetings. Okay, now that my PowerPoint is done, this PowerPoint is actually interactive. So if I click, it will actually try to launch me to the dashboard, just keep that in mind. It also includes information on when it was last refreshed. Okay, let me run my PowerPoint show. I can see when it was last refreshed and I can see when it was downloaded. And then if I want to view in Power BI, I can do that. It's great when your permissions will allow you to share different report options from your dashboard. Remember, if you have the free Power BI license at your organization, then in a minimum, you can publish it to the Power BI app online and at least to your workspace. Your sharing options are dependent upon the licenses that are assigned to you and are available to you within your organization. When you publish to your Power BI desktop you have the ability export it to PowerPoint, and remember at any time in the process, directly from Power BI desktop, you can publish it to PDF. These are easy ways to share the non-interactive components of your dashboard as you're in the process of building them.

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