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Power BI Starting Class (Optimize Tool)

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ilham
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24 views13 pages

Power BI Starting Class (Optimize Tool)

Uploaded by

ilham
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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OPTIMIZATION POWER BI

OUTLINE
Explanation
•45 Minutes

Quiz
•15 Minutes
VISUALIZING DATA

In this section we’ll build dynamic interactive reports, introduce visualization best practices,
and explore features like bookmarks, drillthrough filters, parameters, tooltips, and more

TOPICS WE’LL COVER: GOALS FOR THIS SECTION:


• Review frameworks and best practices for visualizing data and
Drill Down Formatting & Filtering designing effective reports and dashboards

• Explore tools and techniques for inserting, formatting and


Bookmarks Report Interactions filtering visuals in the Power BI Report view

• Add interactivity using tools like bookmarks, slicer panels,


Drill Through Q&A Visual parameters, tooltips, and report navigation

• Learn how to configure row-level security with user roles


Custom Tooltips Mobile Layouts
• Optimize reports for mobile viewing using custom layouts
DRILL UP & DRILL DOWN
Revenue by MONTH
Drill Up and Drill Down tools allow you to switch
between different levels of granularity
• In this example users can “drill up” from
weekly to monthly, or “drill down” to daily

• The single down arrow activates drill mode,


allowing users to drill by clicking data points
Revenue by WEEK
• The forked down arrow expands each level of
the hierarchy (used in matrix visuals)

PRO TIP:
Use location hierarchies and enable drill
Revenue by DAY mode to create interactive map visuals
CONDITIONAL FORMATTING

Conditional formatting allows you to dynamically


format Table or Matrix visuals based on cell values
• Conditionally formatting options can be found in the
Format pane, under Cell elements

• Options include background color, font color, data


bars, icons, or Web URL
BOOKMARKS

Bookmarks capture the current state of a page, and allow


users to return to that state using report actions
• Bookmarks are commonly used for clearing filters,
highlighting specific insights, navigating reports, etc.

Bike sales in Europe (1H 2022)


REPORT INTERACTIONS

Edit report interactions to customize how filters applied to one visual impact other visuals on the page
• Cross-filter options include filter ( ), highlight ( ) and none ( ), depending on the visual type

Format > Edit Interactions

In this example, selecting a


product in the matrix visual:
• Filters the line chart & KPIs
• Highlights the bar chart
• Doesn’t impact the text cards

Most ordered type Most returned type


DRILL THROUGH FILTERS

Drill through filters allow users to navigate to a specific report page, pre-filtered on the item selected
• Here we’ve created a Product Detail page, set the type to Drillthrough, and configured drill through from Product Name
• This means that users can right-click any instance of product name (i.e. in a matrix visual) and use the Drill through option
to navigate straight to the Product Detail report filtered on that product (in this case “Mountain Tire Tube”)
Q&A VISUALS

Q&A visuals allow users to explore and visualize data using intuitive, natural language prompts
• Q&A visuals are only as useful as the data model behind them, and typically require significant “training” to be effective

*Copyright Maven Analytics, LLC


Q&A TRAINING

Q&A visuals allow users to explore and visualize data using intuitive, natural language prompts
• Q&A visuals are only as useful as the data model behind them, and typically require significant “training” to be effective

Add human-readable Review actual prompts from


synonyms for tables, columns users to refine the model
or measures in the model (requires Power BI Service)

Ask example questions to find Pre-populate a list of


missing or misunderstood suggested questions that
terms and add new synonyms users can choose from

*Copyright Maven Analytics, LLC


PRO TIP: CUSTOM TOOLTIPS

Create custom tooltips by designing a new report page, setting the page type to Tooltip, and configuring
a visual to use the “Report page” tooltip type
Category Tooltip report page

PRO TIP:
Keep your published reports clean by hiding your tooltip pages
MOBILE LAYOUT

Mobile layout allows you to design mobile-specific versions of report pages by assembling visuals into new layouts
• NOTE: This is designed to optimize reports for viewing on the Power BI mobile app (after publishing to Power BI Service)

*Copyrigh
FINISH

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