Lab: Real-Life Hospital Example

Real-Life Hospital Example

The hospital board wants a single page that shows patient volume, appointment status mix, revenue, and top treatment types at a glance before a budget meeting.

Practical Exercise (Hands-On)

Build an Operations Overview page with 4 KPI cards (Total Patients, Total Revenue, No-Show Rate, Avg Treatment Cost), a column chart of appointments by status, a bar chart of total cost by treatment_type, and a matrix of revenue by hospital_branch and specialization.

Step-by-Step

⚠️ Caution: This lab was developed using Microsoft Power BI Desktop v2.155.756.0 (64-bit). If you are using a different version, you may notice minor differences in the menus, icons, or interface. The overall functionality and steps should remain largely the same.

1. Add a new blank Report page and rename it “Operations Overview” (right-click the page tab > Rename).
2. Add four Card visuals across the top of the page. Drag Total Patients, Total Revenue, No-Show Rate, and Avg Treatment Cost into each card, one measure per card.
3. Resize and align the four cards evenly along the top using the Format pane’s Position/Size fields.
4. Below the cards, add a Clustered Column Chart. Drag appointments[status] to the X-axis and appointments[appointment_id] to Values (Count). Rename its title to “Appointments by Status.”
5. Add a Clustered Bar Chart next to it. Drag treatments[treatment_type] to the Y-axis and treatments[cost] to Values (Sum). Rename its title to “Total Cost by Treatment Type.”
6. Add a Matrix visual below. Drag doctors[hospital_branch] to Rows, doctors[specialization] to Columns, and the Total Revenue measure to Values.
7. If the matrix numbers look wrong, revisit Model view (Chapter 3) to confirm the relationship path from billing to doctors flows correctly through appointments.
8. Go to View > Themes and apply one consistent color theme to the whole page.
9. Save the file as HospitalAnalytics_Dashboard.pbix.

Expected Result

A one-page dashboard with 4 KPI cards, an appointments-by-status column chart, a cost-by-treatment-type bar chart, and a branch/specialization revenue matrix, all in a matching color theme.

Mini Lab / Scenario Task

Apply conditional formatting so the No-Show Rate card turns red when the rate exceeds 20%.