andreaevrard / lab_4.07

Lab | Getting started with PowerBI

Refer to the files_for_lab/we_fn_use_c_marketing_customer_value_analysis.csv dataset.

Instructions

1. Load the dataset to your PowerBI workbook.
2. Go to Transform Data. Review the data values in fields and column data types.
3. Change decimal fields customer lifetime value and claim amount to fixed decimals (2 decimal places) by adding a transform step. Bonus - rename the steps as reduce decimals <fieldname> for transparency.
4. Review column names to confirm they are correct and clear before saving and loading the changes to your workbook
5. Select the first bar chart in the visualizations pane with Number of Policies and Coverage- to show the number of policies per Coverage type. Note the title now matches the purpose of the chart. Rename the tab "bar chart".
6. In a new report page, create a table by ignoring the visualizations pane, and selecting Coverage, Number of Policies, Number of Open Complaints. Rename the tab as "table".
7. Save your PowerBI workbook as unit_4_lab.pbix. Push to git hub and provide the url to complete the lab.