Power BI Charticulator Resources

Mon, 27 Jun 2022 08:26:01 +0000

Creating custom visuals using the Charticulator visual in Power BI is not 100% intuitive. So here are some links to some Charticulator resources I’ve used to skill up and some resources I’ve created.

Microsoft’s Resources

Charticulator was created by Microsoft Research and is Open Source. So they have some great Charticulator resources to help you get started.

Charticulator Website – https://charticulator.com/
Microsoft’s Announcement – https://powerbi.microsoft.com/en-us/blog/announcing-the-new-charticulator-visual-public-preview/
Microsoft’s GitHub of Resources – https://github.com/microsoft/charticulator
Research Team Video – https://www.youtube.com/watch?v=5EZq4QolNy4

Blogs and Videos

One great resource to help me get started was the tutorials by Burning Suit. They’ve even written an brilliant book on the topic. Also other content creators have videos and blogs all with some great ideas and different ways to get you started.

BurningSuit – https://www.burningsuit.co.uk/charticulator-in-power-bi-1/
And their book – https://www.burningsuit.co.uk/our-book-introducing-charticulator-for-power-bi/
Paul Turley’s Slide Deck – https://sqlserverbi.blog/wp-content/uploads/2019/09/can-you-say-charticulator-paul-turley.pdf
Enterprise DNA Video – https://www.youtube.com/watch?v=ORKTLUAFXnI
RADACAD’s Introduction Video – https://www.youtube.com/watch?v=xtyxTNnEvnw

My Charticulator Resources

How I learn new topics is by creating content to share. So I’ve created a blog post and a few videos. I need to create more and they are coming.

Simple Chart Post – https://hatfullofdata.blog/charticulator-simple-custom-chart/
Simple Chart Video – https://www.youtube.com/watch?v=G7YtRPnoc7M
Grid Chart – https://www.youtube.com/watch?v=Hb56crKEJN4
Heat Map – https://www.youtube.com/watch?v=kz2b1tchFJo

Conclusion

After reading this, please let me know if this was useful. Then please point out the links I’ve missed out. There are other great custom visual options out there and Charticulator has its place amongst the great ones.

Power BI Charticulator Simple Custom Chart

Fri, 07 Jan 2022 10:24:29 +0000

In late 2021, the Charticulator visual was added to Power BI desktop. This post walks through creating a Charticulator Simple Custom Chart. The chart will show the drink preference split of 20 office colleagues. The steps assume you already have connected to the data. The data is available for download or direct connection here:

https://hatfullofdata.blog/wp-content/uploads/2021/12/Drinks.xlsx

Charticulator Series

This series will build a number of different visuals using the Charticulator visual in Power BI desktop. Each post will include links to data sources, sample Power BI reports and any related YouTube videos.

Simple Chart
Exporting and Importing Templates
Allowing Export of Templates

YouTube Video

It’s coming!

Adding the Charticulator Visual

The Charticulator visual is a custom visual so needs to be added. In the visualisations pane, click on the three dots and then click on Get more visuals. Search for Charticulator. Then click on the icon to see the full description. Click Add to add the visual to this report.

Start creating Charticulator Simple Custom Chart

Add the Charticulator visual to a report page. This visual needs the count of the people who prefer a drink. So I created a measure that counts the rows.

Next I add Drink field and People Count measure to the Data of the visual. Once you have data added you can create the visual. So click on the three dots on the visual and select edit.

When the Charticulator pane appears, click Create Chart. Then the Charticulator editor window appears.

Creating Charticulator Simple Custom Chart

The Charticulator editor window has different areas. We are going to start by working with the Glyph area to define the shapes that will appear in the plot area.

Adding Shapes

The chart is made of a rectangle per drink with a width that corresponds to the number of people who prefer that drink. From the toolbar make sure the Marks button shows a rectangle and then drag the rectangle into the glyph area. The glyph area should now have a rectangle in it and the plot area 3 rectangles, one for each row of data from the three drink types.

The 3 rectangles in the plot area are all the same size. We want the width to be linked to the people count value. Make sure you still have the shape selected. Then click on the link button next the Width box and select People Count. The plot area rectangles will now be different widths.

Next we want the rectangles to be different colours. Further down the attributes pane there is a Fill property. Click on the link and select Drink. You can change the colours here as well if you want to.

The final step before me move on to text is to remove the gap between the rectangles. This is a property of Plot Segment. Start by selecting the PlotSegment1 in the Layers. Then scroll down the Attributes to find Gap. Reduce the Gap value down to 0.

Adding Text

A good alternative to adding a legend to a chart is to add labels. We are going to add 2 text objects to show the drink name and the people count. Drag a text item, show by A, into the glyph area. Keeping Text1 selected, we can update the attributes. Make the following changes

Link the text to Drink
Increase the Font size if required
Change the Anchor Y to be bottom
Change the color to be white

Note you can click on Glyph title to minimise that section of the pane to see more Attributes.

Add another text object. Make very similar changes except link the Text to the People Count and the Anchor Y link to be Top so that the number is under the drink.

Formatting Numbers

When you link a numeric column to a text object the calculation includes the formatting for the number. In the example below the second pair of {} includes the formatting. f = fixed point notation and the .1 means show 1 decimal place, so {.2f} would show 2 decimal places etc.

1

${avg(`People Count`)}{.1f}

You can change this to {.0f} to show no decimal places or you can use {d} which is decimal notation, rounded to integer. This notation is called d3 and more information can be found here.

https://github.com/d3/d3-format#format

Changing Plot Size

By default the chart is 600 x 400. This would make the chart very square. Click on the Chart layer and reduce the height. You can also reduce the margins to make the chart fill more of the area.

Finishing the Charticulator Simple Custom Chart

Finish editing the chart by clicking on Back to report. Click on Save to save your changes to the chart. Be aware as you re-size the chart the font size is fixed.

Conclusion

This is the first post in a series on creating charts using the Charticulator visual. I will be looking at creating templates and how to create custom visuals. On the bottom of every post I will be including useful references. If I’m missing any please reach out

Charticulator on Hat Full of Data

Power BI Charticulator Resources

Microsoft’s Resources

Blogs and Videos

My Charticulator Resources

Conclusion

Power BI Charticulator Simple Custom Chart

Charticulator Series

YouTube Video

Adding the Charticulator Visual

Start creating Charticulator Simple Custom Chart

Creating Charticulator Simple Custom Chart

Adding Shapes

Adding Text

Formatting Numbers

Changing Plot Size

Finishing the Charticulator Simple Custom Chart

Conclusion

Resources

More Power BI Posts

Power BI Series