Load. Get data → Text/CSV → l01_retail_2025.csv. The preview
shows seven columns; OrderDate carries a calendar icon (date type) and
Quantity/Revenue carry 123/decimal icons. Click Load —
the file is clean, so Power Query is not needed.
Card. Check Revenue in the Data pane, then choose the Card
icon. It reads $20.66M; the underlying total is
$20,663,252.72 across all 50,539 rows. No formula — an implicit measure
summed the column.
Bar chart. Empty canvas, check Revenue and
Category, set the type to bar chart. Verified figures:
Category
Revenue
Furniture
$7,592,350.84
Outdoor
$5,553,568.57
Kitchen & Dining
$3,232,624.34
Lighting
$2,672,220.78
Decor
$1,612,488.19
Slicer. Check Region, set the type to slicer. Selecting
Southwest filters every visual: the card shows
$1,758,462.06, and the bar chart re-ranks for the Southwest alone.
Clear. The eraser icon in the slicer's header clears the selection; the
card returns to $20.66M.
Common mistakes
Summing the wrong field. A card showing 79,572 has Quantity
on it — a real number (total units sold in 2025), just not the one asked for.
A leftover filter. If the cleared page still shows $9.22M, the slicer
cleared but a visual-level filter on Online survived. The Filters pane shows everything
currently filtering a selected visual — check it when numbers refuse to return to baseline.
Reflection answers
Any step can be the slow one on day one; the fix is the same — do it again on a fresh file.
The recalculation is cross-filtering: a slicer selection filters every
visual on the page at once.