Creating a Customer Segmentation Dashboard

Hello and welcome back to the course on power BI. In today's tutorial, we're going to finally create our Business Intelligence report. In fact, it's going to be an interactive business intelligence report. So we're going to put together these five elements that we've created in the previous tutorials. We've created a map with an indicator or with a card at the top. We've created a pie chart for gender. We've created a distribution for age a distribution for balance. And we've created a treemap for job classification. So let's go ahead and create our BI report. All right. So how are we going to put them together. So the beauty of um power BI is that we can just simply copy these, um, visualizations onto a new page. So I'm going to select this. Hold down Ctrl, select this, then press Ctrl C on my keyboard. Press Ctrl V and it will be copied over. And they're completely independent. So if I change this one uh, this one won't change. And the other way around. So basically if I want to make changes here, I'm free to do so. And I will always have this backup over here. And also, don't forget to save your work by pressing Ctrl s here. We've got gender going to copy that as well. Put it here somewhere. Um then we've got the age distribution. Copy that as well. Put it here. We'll adjust all of this in a second. And we've got balance. Copy it here. So this is the beauty of preparing everything in advance. There is minimal problems further down. You just need to copy these things. All right. So all of that has been copied. Now it's about putting it all together. So it looks very nice on one sheet. And also take into account the size of the screens that you want to prepare this for. And um, if these reports are going to be viewed on, uh, desktop or mobile or, uh, or if they're going to be viewed on desktop screens or laptops or, um, power BI is also available for iPads. So maybe if people or the executives are going to be viewing this report on iPads, you might want to make this canvas a little bit smaller or something like that. So it's about experimentation and testing these things out. But now at this stage, what we want to do is we want to actually, um, uh, first of all, just we're going to use this size canvas and we're going to line up everything. All right. So our visualization is pretty much ready. Uh, the last things that we would like to, uh, probably change are these labels and the colors. So let's start with region and region here. So if you go here we, we want to keep the legend. We don't want to keep the title. And same thing here. So uh, here um, do we want to keep the title we would do. But we don't want, we want to change it. So we would say, uh, distribution by age. And then here, uh, also make it a more intuitive title. We'll call it, uh, distribution by balance. This one title, uh, we'll call it, um, Job classification. And here we'll call this one gender. All right. So that's our title. And in terms of colors, even though we worked on the colors as we were creating these individual pages and they seem to be okay in this case, it doesn't look like the colors work well together. And you can tell just by looking at it that this is a bit bit stands out, this stands out, and maybe some of the colors here are not ideal. So I suggest the following approach. I'm going to end this tutorial now, and I'm going to play around with the colors on my side. And then you'll see the final result, the colors I pick up in the next tutorial. Whereas you can also do that. You can also try to fix up your colors, or you can just proceed to the next tutorial and see the ones I used. It just takes some time and usually it's quite a lengthy process. Picking up out the colors. And I wouldn't want to make you wait through this painful exercise. So on that note, I'm going to end this tutorial. I look forward to seeing you next time. And until then, happy analyzing!