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Customize Colors

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The use of color in data visualization is really important, and the Power BI desktop lets you control the colors and all of the visuals in your reports. For example, in the top left here I'm looking at units sold by discount band. Now as with most companies, high discounts are bad and when I'm selling things with no discount or low discount, that's much better. But I want to control the colors of this to show, hey, those sales that we've made with high discounts are bad, and those with low or no discounts are better. To do that I come over to the visualizations pane, and I click this format option. Under here I'll find a data colors heading and this is where I can start setting colors for these charts. I can change the default color for all of the bars on my chart here. So let's take everything and change it to green. Or I can go in and control them one by one. So as I said, high discounts are bad. I'm going to make that red. Low discounts are okay, so I'm going to keep that as green. A medium discount's going to be somewhere in the middle, so they'll be yellow. I can also use color to analyze a second measure against an existing chart. So this chart shows me gross sales by product. The size of the bar indicates the amount of gross sales for that product, but if I wanted to compare it to manufacturing press and use a color for this, I could drag it onto color saturation. And now I can see that although Paseo had the greatest gross sales, the VTT product and Amarilla product actually had a higher manufacturing price. These are indicated by a more intense color. Again, I can control these colors by coming to my format tab, and now in the data colors, I'll see a scale. I can change the minimum and maximum colors that are used, and I can adjust the values that are mapped to those minimum and maximum colors, as well. I can also do things like controlling colors with positive and negative values. So here I'm looking at profit by segment. We've got some profitable segments—Channel Partners, government, midmarket, and small business are all profitable. But our enterprise segment is actually making a loss. So maybe I want to color these green for profitable and red for those making a loss. So let's grab our profit before tax field and drop that into color saturation. In my data colors options, I'll see this diverging choice, and this gives us two ends of the scale that I can control. We'll make the minimum one red and the maximum can stay as green. You'll see here that the range that we use from green to red doesn't actually line up across zero. That's because it's mapped to the maximum and minimum values in your data. You can come in and change those as well though down here. I can set a minimum, center, and maximum value as well. So if I just type in zero as my center point, you'll see that now the colors are distributed around zero. So that's a really simple example of how you can use colors in your data visualizations to show the data that's most useful to you. Thanks very much.

Video Details

Duration: 2 minutes and 46 seconds
Language: English
License: Dotsub - Standard License
Genre: None
Views: 1
Posted by: csintl on Nov 12, 2015

Setting the colors of your charts helps provide insight and clarity to your reports. The Power BI Desktop allows you to control your chart's colors based on category names or use conditional formatting based on measures. This feature is also available in the Power BI service.

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