Worked Example A00 — A Complete Submission, Narrated
The task (A01's sibling)
Same file, same skills, different page: load l01_retail_2025.csv and build a
one-page report organized around categories — a revenue card, a bar of
revenue by category, the monthly line, and a Region slicer. Apply the Iris
theme, name the page Overview, save as A00_LastFirst.pbix.
(A01 asks for the same page organized around regions — so you can follow every move
here and still have to think there.)
The checklist we're about to satisfy
| # | Check |
|---|---|
| 1 | Data loaded from l01_retail_2025.csv, one table, 50,539 rows |
| 2 | Card visual with Revenue; unfiltered total $20,663,252.72 |
| 3 | Bar chart: Revenue by Category, sorted descending |
| 4 | Line chart: Revenue by OrderDate at month level |
| 5 | Slicer on Region; all visuals respond |
| 6 | Iris theme applied · page renamed Overview · file named correctly |
Check 1 — load, then verify the load
Get data → Text/CSV → l01_retail_2025.csv → Load (not
Transform Data — this file is already clean; the cleaning workshop starts in
Lesson 2). Before touching a visual, open Table view and
look at the bottom edge: 50,539 rows. That number is check 1, and it is also your
first habit: the grader verifies the row count because a truncated import — a file opened
mid-download, a wrong file with a similar name — poisons every number after it while looking
perfectly healthy on the canvas.
l01_retail_2025, 50,539 rows, seven columns with correct
types. A submission with 50,538 rows fails this check — and the student who checked
Table view knew before submitting.
Check 2 — the card, and why its value is specified
Blank canvas → check Revenue in the Data pane → Power BI makes a column
chart → switch it to Card. It reads $20.66M; hover shows
the full $20,663,252.72. The checklist names that exact value because the
card is the page's anchor: if it is wrong, nothing downstream can be right. The two ways
students fail this check are both invisible on the canvas: a slicer selection left active at
save time (the grader checks the unfiltered value), or a partial load from check 1.
Check 3 — the bar, sorted like you mean it
Empty canvas click first — otherwise the next field lands on the card — then
check Revenue and Category. Sort descending (⋯ menu → Sort axis →
Sort descending). The bars read: Furniture $7,592,351, Outdoor $5,553,569,
Kitchen & Dining $3,232,624, Lighting $2,672,221, Decor $1,612,488. Two categories carry
more than half the company. The sort is its own check because an unsorted bar makes the
reader do the ranking themselves — and the grader can see the sort state in the file.
Check 4 — the line, expanded to months
Empty canvas, Revenue + OrderDate, switch to
line chart. Power BI shows one lonely point (the year), because dates arrive
as a Year → Quarter → Month → Day hierarchy. Click the forked expand arrow twice: twelve
points appear, and the year has a shape — the February trough of $1,142,332,
the climb to May's $2,089,552 peak, December at $2,066,122 falling just
short. The grader checks the month level specifically; a year-level line is the single most
common A01 miss, and it is a one-click fix that changes the entire story the page tells.
Check 5 — the slicer, tested the way it's graded
Empty canvas, check Region, switch to Slicer. Now test it
like the grader will: click Online — the card drops to
$9,218,459, every bar shortens, the line reshapes. Click each region once,
then clear the selection. If any visual sits still, it is not on the page
it appears to be on — drag it fully onto the canvas and test again. Then confirm the card is
back to $20.66M, because a saved slicer selection is how check 2 dies.
Check 6 — the finish that separates submissions from files
View ribbon → Themes dropdown → Browse for themes → iris-theme.json: every
visual recolors at once. Double-click the page tab, type Overview. Save as
A00_LastFirst.pbix — your last name, then first. Close Desktop. Reopen the
file. Everything still there? Now it is a submission. Thirty seconds of paranoia, zero
surprises.
What just happened, contract-wise
Notice what the checklist never mentioned: where the visuals sit, what size they are, whether the card goes top-left. The grader does not judge layout — arrange the page however reads best. What it cannot forgive is a right-looking chart with the wrong field, an unsorted bar, a year-level line, a dead slicer. Every one of those is checkable, so every one of those is checked. That is the deal for the whole course: the checklist is the contract — satisfy it exactly, and spend your creativity on the parts it leaves free.