Basic KPI Reports: Workout Wednesday Challenges

Basic KPI Reports.
With interactivity, drill through function and accessibility enhancements.
Part of the Power BI Work Out Wednesday Challenges, reference below.

Data Source:

NCAA athletic department expenses and revenues. From data.world.

Challenge Requirements

2021 Week 1 | Power BI: Connecting To & Modeling Data

Create cleaned data set with only teams from the Football Bowl Division. In order to do this, in the FBS Conferences field exclude the FBA Totals and null values.
Within NCAA Subdivision, remove all Conference Medians
Create data model properly relating two dim tables to the fact table.
Try and use as least amount of steps as possible.

Reference: https://www.workout-wednesday.com/2021/01/05/pbi-2021-w01/

2021 Week 2 | Power BI: Creating Basic KPI Report

This week we are going to be creating a basic KPI report. We will be incorporating important tenants of KPI reporting such as BANs, trends, and breakdowns.

Create cleaned data set with only teams from the Football Bowl Division.
In order to do this, in the FBS Conferences field exclude the FBA Totals and null values.
Within NCAA Subdivision, remove all Conference Medians
Create data model properly relating two dim tables to the fact table.
Try and use as least amount of steps as possible.
Create a new field in Power Query (using M) called Total Profits. This field will be calculated by subtracting Total Expenses from Total Revenues and then adding back in Excess Transfers Back.
The background on this is that in the past few years, the NCAA has allowed schools to exclude money that was transferred back to the main institution (from the athletic department) from showing as profits. By adding back in Excess Transfers Back we are finding the total amount of money generated by the different athletic deparments
Definition: Positive net revenues generated by athletics and transferred to the institution for non-athletics purposes. These funds are in excess of the transfers subtracted from the institutional and governmental funds allocated to athletics. (from http://cafidatabase.knightcommission.org/about-the-data)
Create KPI dashboard that includes 3 high level measures: Total Revenues, Total Expenses, and Total Profits.
Must include a trend line for each category and breakdown by conference.
Indicate that this view is the Summary level view within the header area.
Colors and design of the header section is at your discretion.

Reference: https://www.workout-wednesday.com/2021/01/12/pbi-2021-w02/

2021 Week 3 | Power BI: Report Interactivity

Add a slicer and interactivity to our basic KPI report.

Add a slicer for [Year] to the report.
Edit Interactions for the slicer to have it only slice the KPIs and bar charts (not trends)
Edit Interactions of the Conference breakdowns so that they filter the KPIs and Trends on click.
Use colors to differentiate between metrics
Figure out how much money the MAC conference made in 2016

Reference: https://www.workout-wednesday.com/2021/01/19/pbi-2021-w03/

2021 Week 4 | Power BI: Drill Through

Add drill through capabilities to allow for further analysis of our NCAA Conference expenses and revenues.

Create new tab called “School View.” Replace the [Conference Abb] fields in your bar charts with [School Abb].
Create drill through from your Summary View tab to your School View tab.
Add card to allow users to know what Conference they are viewing in the School View.
Make sure your year slicers are not synced between the two pages.
Figure out who contributed most the MAC losing so much money in 2016.

Reference: https://www.workout-wednesday.com/2021/01/26/pbi-2021-w04/

2021 Week 14 | Power BI: Accessibility Enhancements

Make accessibility improvements to an existing report to make the report more usable.

Measure the color contrast ratio of the line in the area charts and the bars in the bar charts against the background. Adjust the visual colors as needed so they have a color contrast ratio of 3:1 against the background. https://contrastchecker.com or Colour Contrast Analyser may be helpful for this requirement.
Measure the color contrast ratio of the text in one card, one area chart, and one bar chart. Adjust the text color of all the cards, area charts, and bar charts as needed so it has a color contrast ratio of 4.5:1 against the background.
Add alt text to all non-decorative visuals on the page. Check out this Nightingale article if you need some inspiration for writing your alt text. When consuming a Power BI visual with a screen reader, Power BI announces the visual title, the visual type, and then the alt text.
Update titles to be as descriptive and useful as possible. For visuals, that have the title hidden, add a descriptive title and then turn off the title. For example, the revenues area chart might be titled “Total Revenues by Year in USD, 2005 – 2017”.
Set the tab order on the page so the page title textbox (NCAA Revenues & Expenses | Summary View) is first, the year slicer is second, and the Revenues card is third. The Revenues area chart should be fourth and the Revenues bar chart should be fifth. Continue this order with the Expenses and Profits visuals.
Mark any decorative shapes or images (such as the line shape under the page title text box in the provided file) as decorative so it is hidden from tab order.
Use keyboard shortcuts to navigate the report and do the following:
- Set the year slicer to 2017, review the report, and then clear the slicer selection.
- Select the SEC conference in the Revenues bar chart. Then navigate through the revenues area chart to the year 2007 and find the Total Revenues amount.
Bonus: Try using Windows Narrator or Apple VoiceOver to understand the experience of using the report with a screen reader. Check my homepage here: https://sirishultz.com

Reference: https://www.workout-wednesday.com/2021/04/06/pbi-2021-w14/

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