Introduction
Welcome back to Workout Wednesday! This week we’re taking notes out of Injae Park’s portfolio and recreating one of his IBCS charts.
IBCS, or the International Business Communication Standards is a set of rules to level up how businesses talk and share info. Think of it as a cheat code for clearer charts and graphs in reports. IBCS was first published in 2013 and is continually updated to refine and expand its guidelines for effective business communication.
If IBCS is new to you – welcome! IBCS gives you a roadmap to create clear and consistent charts and reports. Check out the complete (154 page) doc on their website.
Requirements
Beginner/Intermediate: Get data model
- Download Injae’s Power BI desktop file
- Go through the data and each of the measures to try to understand what each calculation is doing.
- If it helps you to look at everything in one place, you can find all of the measures and descriptions in this Excel sheet.
Advanced: Get and transform data
- Import data from Excel
- Create measures
- There are 29 measures needed to recreate this visual. Take a look at Injae’s measures and the copilot generated descriptions in Excel.
- I used copilot to generate descriptions and DAX Studio to export all of the measures and their metadata.
Create visuals
- Create a clustered bar chart displaying the:
- APY (Actual Previous Year): Actual performance from the previous year.
- ΔPY (Delta Previous Year): Change compared to the previous year.
- PY (Previous Year): Performance from the same month in the previous year.
- FC (Forecast): Predicted performance for the current month.
- Add a slicer
- Add a title and any other design elements that you’d like
- Ensure that all visuals meet the minimum standards of having alt text, that the tab order in your report makes sense, and that your color choices meet the minimum contrast standards.
Dataset
You can find this week’s data as a download from Excel or use the pre-built model in the starter .pbix file.
Share
After you finish your workout, share on Twitter or LinkedIn using the hashtags #WOW2024 and #PowerBI, and tag @MMarie, @shan_gsd, @KerryKolosko. Please be sure to tag Injae Park on LinkedIn.
Also make sure to fill out the Submission Tracker so that we can count you as a participant this week in order to track our participation throughout the year.
Watch
Solution
Solution File available for download.
Workout Wednesday Please post videos for all the Dashboards to get better understanding.
As a beginner it would be useful to follow and learn. I have seen many Dashboards are not having any videos so its difficult to create one.
Hi Ray! It’s a great suggestion to have videos for all challenges. We try to provide either a video or a solution file for all challenges. We’re all volunteers and unfortunately can’t always make the time to create a video. I would love to see community members create videos if and when they’re able, and we could add those to the post! What do you think about that proposal? We’re all doing as best as we can, and we’re very glad you’re here learning with us! I would also add – this challenge does have a video from Injae 🙂 Let us know if you can’t see it.
Hi,
I am doing this as my first WOW Excercise. Great stuff you provide.
However as an IBCS Certified Analyst I can’t resist pointing out a small flaw in the design:
Injae is showing the months in a bar chart. However the IBCS standards suggests to show time always horizontally (rule UNify 3.3 page 24 of the standard). Therefore line charts or column charts are for time and bar charts for structure. At least Injae mentions that it can also shown horizontally at the beginning of the video 😉.
Best regards
Martin