Assignment A01 — First Report

Skills assessed. Loading a CSV · card, bar chart, line chart, and slicer visuals · the date hierarchy · applying a report theme · publishing basics (save and submit).

Submit: A01_LastFirst.pbix (your last name, then first — e.g. A01_RiveraSam.pbix). Worth 20 points. Graded automatically against the checklist below; the checklist is the contract.

Scenario

Lantern & Pine's merchandising VP saw the report you followed along with in the lesson and wants a variation for her Monday meeting: the same one-page layout, but organized around regions — with the ability to narrow everything to a single product category during the discussion.

Build this

Start from a new Power BI Desktop file and load l01_retail_2025.csv (Get data → Text/CSV → Load). Then, on a single report page:

Card — total Revenue. Unfiltered, it must read $20,663,252.72 (displayed as $20.66M). If your card shows anything else, stop and find out why before continuing — Table view is your friend.
Bar chart — Revenue by Region, sorted so the largest bar is on top. The largest is Online at $9,218,458.71.
Line chart — Revenue by OrderDate, expanded to the month level so all twelve months of 2025 are visible.
Slicer — Category. Test it: selecting a category must change all three visuals at once.
Theme — apply iris-theme.json (View ribbon → theme dropdown → Browse for themes).
Page name — rename the page tab from "Page 1" to Overview (double-click the tab).

Named contract The grader opens your file and checks exactly the items above: visual types, the fields on them, the sort, the month-level dates, the theme, the page name, and the unfiltered card value. It does not judge layout aesthetics — arrange the page however reads best to you. What it cannot forgive is a missing visual or the wrong field on a right-looking chart.

Checklist (what the grader checks)

#	Check	Points
1	Data loaded from `l01_retail_2025.csv`, one table, 50,539 rows	2
2	Card visual with `Revenue`; unfiltered total $20,663,252.72	3
3	Bar chart: `Revenue` by `Region`	3
4	Bar chart sorted by revenue, descending	2
5	Line chart: `Revenue` by `OrderDate` at month level (12 points visible)	4
6	Slicer on `Category`	3
7	Iris theme applied	1
8	Page renamed to Overview	1
9	File named `A01_LastFirst.pbix`	1

Before you submit

Click every category in the slicer once, then clear it. All three visuals should move every time. If one sits still, it is not on the page you think it is on.
Check the card with the slicer cleared — the grader checks the unfiltered value.
Save the file, close Desktop, reopen the file, and confirm everything is still there. Thirty seconds of paranoia beats a zero on check 2.