---

lab:
title: 'Enhance a Report in Power BI Desktop'
module: '7 - Create Reports'
---

# Enhance a Report in Power BI Desktop

**The estimated time to complete the lab is 45 minutes.**

In this lab, you'll enhance the **Sales Analysis** with advanced design features.

In this lab you learn how to:

- Sync slicers
- Create a drillthrough page
- Apply conditional formatting
- Create and use bookmarks

### **Lab story**

This lab is one of many in a series of labs that was designed as a complete story
from data preparation to publication as reports and dashboards. You can complete
the labs in any order. However, if you intend to work through multiple labs, we
suggest you do them in the following order:

1. Prepare Data in Power BI Desktop

1. Load Data in Power BI Desktop
1. Design a Data Model in Power BI
1. Create DAX Calculations in Power BI Desktop
1. Create Advanced DAX Calculations in Power BI Desktop
1. Design a Report in Power BI Desktop
1. **Enhance a Report in Power BI Desktop**
1. Perform Data Analysis in Power BI
1. Create a Power BI Dashboard
1. Enforce Row-Level Security

## **Exercise 1: Configure Sync Slicers**

In this exercise, you'll sync the report page slicers.

### Task 1: Get started – Sign in

In this task, you'll set up the environment for the lab by signing in to Power BI.

*Note: If you've already signed in to Power BI, skip to the next task.*

1. To open Microsoft Edge, on the taskbar, select the Microsoft Edge program
shortcut.

![Picture 12](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image1.png)

1. In the Microsoft Edge browser window, navigate to **https://app.powerbi.com**.

*Tip: You can also use the Power BI Service favorite on the Microsoft Edge
favorites bar.*
1. Complete the sign-in process with your organizational credentials (or those
provided to you). If prompted by Microsoft Edge to stay signed in, select **Yes**.

1. In the Microsoft Edge browser window, in the Power BI service, in the

**Navigation** pane, expand **My Workspace**. Leave the Microsoft Edge browser
window open.


### Task 2: Get started – Open report

In this task, you'll set up the environment for the lab by opening the starter
report.

*Important: If you're continuing on from the previous lab (and you completed that
lab successfully), don't complete this task; instead, skip to the next task.*

1. Open Power BI Desktop.

![Power BI Desktop icon](Linked_image_Files/02-load-data-with-power-query-in-

power-bi-desktop_image1.png)

*Tip: By default, the Getting Started dialog box opens in front of Power BI
Desktop. You can choose to sign-in, and then close the pop-up.*

1. To open the starter Power BI Desktop file, select the **File > Open Report >
Browse Reports**.

1. In the **Open** window, navigate to the **D:\PL300\Labs\07-design-report-in-

power-bi-desktop-enhanced\Starter** folder, and open the **Sales Analysis** file.

1. Close any informational windows that may open.

1. Notice the yellow warning message beneath the ribbon.

*This message alerts you to the fact that the queries haven't been applied to
load as model tables. You’ll apply the queries later in this lab.*

*To dismiss the warning message, at the right of the yellow warning message,
select **X**.*

1. To create a copy of the file, go to **File > Save As** and save to **D:\PL300\
MySolution** folder.

1. If prompted to apply changes, select **Apply Later**.

### **Task 3: Sync slicers**

In this task, you'll sync the **Year** and **Region** slicers, continuing the
development of the report created in the **Design a Report in Power BI Desktop**
lab.

1. In Power BI Desktop, on the **Overview** page, set the **Year** slicer to

**FY2018**.

1. Go to the **My Performance** page, and then notice that the **Year** slicer is a
different value.

*When slicers aren’t synced, it can contribute to misrepresentation of data

and frustration for report users. You’ll now sync the report slicers.*

1. Return to the **Overview** page, and then select the **Year** slicer.

1. On the **View** ribbon tab, from inside the **Show Panes** group, select **Sync
Slicers**.

![Picture 1](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image13.png)

1. In the **Sync Slicers** pane (at the left of the **Visualizations** pane), in
the second column (which represents syncing), check the checkboxes for the
**Overview** and **My Performance** pages.

![Picture 93](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image14.png)

1. On the **Overview** page, select the **Region** slicer.

1. Sync the slicer with the **Overview** and **Profit** pages.

![Picture 94](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image15.png)

1. Test the sync slicers by selecting different filter options, and then verifying
that the synced slicers filter by the same selection.

1. To close the **Sync Slicer** page, select the **X** located at the top-right of
the pane.

## **Exercise 2: Configure Drill Through**

In this exercise, you'll create a new page and configure it as a drill through
page. When you’ve completed the design, the page will look like the following:

![Image of the new page, comprising a card visual and table visual.]
(Linked_image_Files/08-design-report-in-power-bi-desktop-enhanced_image17.png)

### **Task 1: Create a drill through page**

In this task, you'll create a new page and configure it as a drill through page.

1. Add a new report page named **Product Details**.

1. Right-click the **Product Details** page tab, and then select **Hide Page**.

*Report users won’t be able to go to the drill through page directly. They’ll
need to access it from visuals on other pages. You’ll learn how to drill through to
the page in the final exercise of this lab.*

1. Beneath the **Visualizations** pane, in the **Drill Through** section, add the
**Product \| Category** field to the **Add Drill-Through Fields Here** box.

*The labs use a shorthand notation to reference a field. It will look like
this: **Product \| Category**. In this example, **Product** is the table name and
**Category** is the field name.*

![Picture 96](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image20.png)
1. To test the drill through page, in the drill through filter card, select
**Bikes**.

![Picture 99](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image21.png)

1. At the top-left of the report page, notice the arrow button.

*An arrow button is added automatically when a field is added to the drill
through well/area. It allows report users to navigate back to the page from which
they drilled through.*

1. Add a **Card** visual to the page, and then resize and position it so it sits to
the right of the button and fills the remaining width of the page.

![Picture 13](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image23.png)

![Picture 101](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image24.png)

1. Drag the **Product \| Category** field into the card visual.

1. Configure the format options for the visual, and then turn the **Category
Label** property to **Off**.

![Picture 103](Linked_image_Files/07-design-report-in-power-bi-
desktop_image36b.png)

1. Set the **Effects > Background** color property to a light shade of gray such as
*White, 20% darker*.

![Picture 103](Linked_image_Files/07-design-report-in-power-bi-
desktop_image36c.png)

1. Add a **Table** visual to the page, and then resize and position it so it sits
beneath the card visual and fills the remaining space on the page.

![Picture 14](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image26.png)

![Picture 105](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image27.png)

1. Add the following fields to the visual:

- Product \| Subcategory
- Product \| Color
- Sales \| Quantity
- Sales \| Sales
- Sales \| Profit Margin

1. Configure the format options for the visual, and in the **Values** section, set
the **Text Size** property to **20pt**.

*The design of the drill through page is almost complete. You’ll enhance the page
with conditional formatting in the next exercise.*
## **Exercise 3: Add Conditional Formatting**

In this exercise, you'll enhance the drill through page with conditional
formatting. When you’ve completed the design, the page will look like the
following:

![Image of an updated page, revealing color formatted values and icons.]

(Linked_image_Files/08-design-report-in-power-bi-desktop-enhanced_image28.png)

### **Task 1: Add conditional formatting**

In this task, you'll enhance the drill through page with conditional formatting.

1. Select the table visual. In the visualization pane, select the down-arrow on the
**Profit Margin** value, and then select **Conditional Formatting \| Icons**.

![Picture 107](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image29.png)

1. In the **Icons – Profit Margin** window, in the **Icon Layout** dropdown list,
select **Right of Data**.

![Picture 108](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image30.png)

1. To delete the middle rule, at the right of the yellow triangle, select **X**.

![Picture 109](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image31.png)

1. Configure the first rule (red diamond) as follows:

- In the second control, remove the value

- In the third control, select **Number**
- In the fifth control, enter **0**
- In the sixth control, select **Number**

1. Configure the second rule (green circle) as follows, then select **OK**:

*The rules can be interpreted as follows: display a red diamond if the profit
margin value is less than 0; otherwise if the value is great or equal to zero,
display a green circle.*

- In the second control, enter **0**

- In the third control, select **Number**
- In the fifth control, remove the value
- In the sixth control, select **Number**

![Picture 110](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image32.png)

1. In the table visual, verify that the correct icons are displayed.

![Picture 112](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image34.png)

1. Configure background color conditional formatting for the **Color** field.

1. In the **Background Color – Color** window, in the **Format Style** dropdown

list, select **Field Value**.

1. In the **What field should we base this on?** dropdown list, select **Product \|
Formatting \| Background Color Format**, then **OK**.

![Picture 114](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image36.png)

1. Repeat the previous steps to configure font color conditional formatting for the
**Color** field, using the **Product \| Formatting \| Font Color Format** field

*You may recall that the background and font colors were source from the
**ColorFormats.csv** file in the **Prepare Data in Power BI Desktop** lab, and then
integrated with the **Product** query in the **Load Data in Power BI Desktop**
lab.*

## **Exercise 4: Add Bookmarks and Buttons**

In this exercise you'll enhance the **My Performance** page with buttons, allowing
the report user to select the visual type to display. When you’ve completed the
design, the page will look like the following:

![Image of an updated page 3, showing two buttons and now just two visuals.]
(Linked_image_Files/08-design-report-in-power-bi-desktop-enhanced_image38.png)

### **Task 1: Add bookmarks**

In this task you'll add two bookmarks, one to display each of the monthly
sales/targets visuals.

1. Go to the **My Performance** page. On the **View** ribbon tab, from inside the
**Show Panes** group, select **Bookmarks**.

![Picture 118](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image39.png)

1. On the **View** ribbon tab, from inside the **Show Panes** group, select
**Selection**.

1. In the **Selection** pane, beside one of the **Sales and Target by Month**
items, to hide the visual, select the eye icon.

![Picture 120](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image41.png)

1. In the **Bookmarks** pane, select **Add**.

*To rename the bookmark, double-click the bookmark.*

![Picture 121](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image42.png)

1. If the visible chart is the bar chart, rename the bookmark as **Bar Chart ON**,
otherwise rename the bookmark as **Column Chart ON**.

1. To edit the bookmark, in the **Bookmarks** pane, hover the cursor over the
bookmark, select the ellipsis, and then select **Data**.

*Disabling the **Data** option means the bookmark won’t use the current
filter state. That’s important because otherwise the bookmark would permanently
lock in the filter currently applied by the **Year** slicer.*

![Picture 16](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image43.png)

1. To update the bookmark, select the ellipsis again, and then select **Update**.

*In the following steps, you’ll create and configure a second bookmark to
show the second visual.*

1. In the **Selection** pane, toggle the visibility of the two **Sales and Target
by Month** items.

*In other words, make the visible visual hidden, and make the hidden visual
visible.*

![Picture 122](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image45.png)

1. Create a second bookmark, and name it appropriately (either **Column Chart ON**
or **Bar Chart ON).**

![Picture 123](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image46.png)

1. Configure the second bookmark to ignore filters (**Data** option off), and
update the bookmark.

1. In the **Selection** pane, to make both visuals visible, simply show the hidden
visual.

1. Resize and reposition both visuals so they fill the page beneath the multi-card
visual, and completely overlap one another.

*To select the visual that is covered up, select it in the **Selection**
pane.*

![Picture 124](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image47.png)

1. In the **Bookmarks** pane, select each of the bookmarks, and notice that only
one of the visuals is visible.

*The next stage of design is to add two buttons to the page, which will allow the
report user to select the bookmarks.*

### **Task 2: Add buttons**

In this task you'll add two buttons, and assign bookmark actions to each.

1. On the **Insert** ribbon, from inside the **Elements** group, select **Button**,
and then select **Blank**.

![Picture 125](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image48.png)

1. Position the button directly beneath the **Year** slicer.

1. Select the button, and then in the **Format button** pane, select **Button**,
expand **Style** section and turn the **Text** property to **On**.

![Picture 126](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image49b.png)

1. Expand the **Text** section, and then in the **Text** box, enter **Bar Chart**.

1. Expand the **Fill** section, and then set a fill color using a complementary
color.

1. Select **Button** and turn the **Action** property to **On**.

![Picture 127](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image50.png)

1. Expand the **Action** section, and then set the **Type** dropdown list to
**Bookmark**.

1. In the **Bookmark** dropdown list, select **Bar Chart ON**.

![Picture 128](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image51.png)

1. Create a copy of the button by using copy and paste, and then configure the new
button as follows:

*Tip: The shortcut commands for copy and paste are **Ctrl+C** followed by
**Ctrl+V**.*

- Set the **Button Text** property to **Column Chart**

- In the **Action** section, set the **Bookmark** dropdown list to **Column
Chart ON**

*The design of the Sales Analysis report is now complete.*

### **Task 3: Publish the report**

In this task, you'll publish the report.

1. Select the **Overview** page.

1. In the **Year** slicer, select **FY2020**.

1. In the **Region** slicer, select **Select All**.

1. Save the Power BI Desktop file.

*The file must always be saved prior to publishing to the Power BI service.*

1. On the **Home** ribbon tab, from inside the **Share** group, select **Publish**.

![Picture 21](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image52.png)

1. In the **Publish to Power** BI window, notice that **My Workspace** is selected.

1. To publish the report, select **Select**.

1. If prompted to replace the dataset, select **Replace**.
 1. When the publication has succeeded, select **Got It**.

1. Close Power BI Desktop.

*You’ll explore the report in the Power BI service in the next exercise.*

## **Exercise 5: Explore the Report**

In this exercise, you'll explore the report in the Power BI service.

### **Task 1: Explore the report**

In this task, you'll explore the report in the Power BI service.

1. In a Microsoft Edge browser window, navigate to the Power BI service > **My
Workspace**, then select the **Sales Analysis** report.

1. To test the drill through feature, navigate to **Overview** page > **Quantity by
Category** visual. Then right-click the **Clothing** bar and select **Drill Through
\| Product Details**.

![Picture 130](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image55.png)

1. Notice that the **Product Details** page is for **Clothing**.

1. To return to the source page, at the top-left corner of the page, select the
arrow button.

1. Select the **My Performance** page.

*Select each of the buttons, and then notice that a different visual is
displayed.*

### **Task 2: Finish up**

In this task, you'll complete the lab.

To return to your workspace, in the banner across the window web page, select **My
Workspace**.

![Picture 23](Linked_image_Files/08-design-report-in-power-bi-desktop-
enhanced_image56.png)