Business Intelligence with Power BI

L07 · Choosing the Right Chart

Assignment A07 — The Claims Page

Skills assessed. Chart-to-question matching · sorting · zero baselines · replacing a pie with an honest share bar · finding-statement titles.

Submit: A07_LastFirst.pbix. Worth 20 points. Start from your A06 model. Mechanical checks grade the visuals; your titles are graded by a human, against one question: does each state a finding?

Scenario

The VP's chief of staff reviews dashboards before anything reaches the board, and their standards are exactly this lesson's: every chart the right species for its question, every title a sentence worth reading, nothing that lies. Build the page that survives that review.

Requirements

One page named Claims, five visuals, each answering its stated question:

  1. "Which categories carry the company?" — bar chart, [Total Revenue] by Category, sorted descending, data labels on, zero baseline (leave the axis alone).
  2. "How did revenue move through 2025?" — line chart, [Total Revenue] by Month (from Dates), filtered to 2025, twelve points visible.
  3. "What is the headline?" — card, [Total Revenue].
  4. "What are the exact numbers?" — matrix, Category rows × Year columns, [Total Revenue], totals on.
  5. "What share is each category?" — bar chart (NOT a pie), the % of Total Revenue measure by Category, sorted descending. Its five values must visibly sum to 100.
  6. Titles: every visual titled with a finding, not a field list. ("Furniture and Outdoor carry two-thirds of revenue," not "Revenue by Category.") The two title tests from the lesson apply.

Checklist (what the grader checks)

#CheckPoints
1Bar: correct fields, sorted by value desc, labels on, default (zero) axis4
2Line: Dates month axis, 2025 filter, 12 points3
3Card: [Total Revenue] = $66,813,563.972
4Matrix: Category × Year with totals; grand total matches the card3
5Share bar uses % of Total Revenue (no pie present); Furniture 37.12% on top4
6Titles state findings (instructor-graded, per the two tests)3
7File named A07_LastFirst.pbix1

Before you submit

  • Read each title aloud with the chart covered. Could someone act on the sentence? That is the bar.
  • Check the matrix's grand total against the card — the free reconciliation.
  • Save, close, reopen, verify.