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Navigation and Report Functions Demo

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Overview
Difficulty
Intermediate
Duration
32m
Students
61
Ratings
5/5
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Description

This course covers the features in Power BI that allow you to enhance the functionality of your reports to improve the user experience.

Learning Objectives

  • Create bookmarks and tooltips on your Power BI Reports
  • Edit and configure interactions on visuals, apply sorting, use sync, and drill through and cross filter data on your visuals
  • Learn about report navigation, including how to use the selection pane, export data, and design your reports for mobile devices

Intended Audience

This course is intended for data analysts or anyone who wants to create more meaningful reports using Power BI.

Prerequisites

To get the most out of this course, you should already have an understanding of how data interacts with Power BI reports and as well as how to create reports and edit visuals.

 

Transcript

Alright, so the next part that we're going to cover are navigation and report functions. So, the first part in this section is going to be using the Selection pane. Now, the Selection pane allows you to control the visibility of your visuals, meaning you can hide the visual as well as setting what visuals are shown in front and behind of each other. To open the selection pane, navigate to view and then, select selection. As you can see here, we've got our selection pane. What we're going to do is move over to a page that has more elements on it.

So, you can see here we've got all of our layers. So, by default the layer will be named just based off whatever the name is. So, you can see here revenue by product ID button, button. So, if you want to see what they are you can click on them and they will be highlighted like so. So, the first thing we'll cover is hiding and unhiding a visual. So, you'll see here there's this little I button. So, if we click that, that's going to make it disappear. So, now it's hidden. If we click it again, it will show the visual.

The next thing we'll cover is changing the order of the visuals. So, if we were to move this visual in front of here, we can see now our button is on top of our revenue by country. We are going to grab it and move it down, it will now be behind the revenue by country. And then, if we ordered revenue by country down, the button is on top. So, that's basically how you can change the layer order as well as hide and unhide visuals. The next thing you can do is actually create a group of visuals so you can manage them in bulk. To do that, hold down the control key and select multiple visuals.

So, you can see here we've got our three visuals selected. If we then right click on them and say group, we have now grouped these visuals together. You can rename it by double clicking. And then what we can do is control these visuals as a group so we can hide them all, unhide them all and also, drag them down to a different order on the layers. See here, that's basically the selection pane. The next thing we're going to run through is how to export data from your visuals. Exporting data from visuals is quite easy. All you need to do is select the visual, click on the more options button, and then select Export Data.

So, it will ask you to give it a name. Let's call it Export 1. So, now that we've exported that data, what it's going to do is export it straight to CSV, we saved it in our documents and here we have it, Export 1. So, now this will give us our data the same as what it shows inside of the visual. So, you can see here the visual for 75 and there's 475, 487 and there's 487. So, that's exporting data from visuals. The next thing we'll cover is editing the mobile layout on your report. So, to actually edit the mobile layout, what you want to do is go to the view tab and select Mobile Layout.

So, now remember mobile devices are laid out differently than your web devices or your desktop devices. That's why they've created a different mobile view so you can highlight the most important functions on your report. So, it highlights on your mobile. So, basically to edit the mobile layout, it will show you your visuals that you have created in the desktop view. You just drag them in and move them around. So, much like editing a dashboard, we can add things into the mobile view like so. And then if you want to go back to the desktop layout, you will unselect mobile layout that takes you back to the desktop layout. So, something to remember with the mobile layout is if you do want to edit your visuals, you will need to be in the non-mobile layout. The mobile layout button is just to move things around, you can't actually edit your visuals inside of the mobile layout view.

About the Author
Avatar
Jake Gardner
IT Manager
Students
581
Courses
5

Jake is an IT manager for a managed services company that works with small- to medium-size businesses and manages their IT. He mainly works with a Microsoft Stack, from Servers to Microsoft 365 & Azure. He also specializes in business process improvement helping businesses to leverage technology to speed up their workflows. Jake really enjoys testing out new technologies and seeing what they can do. Outside of work he enjoys kayak fishing, gardening, and going to the gym.