1. Home
  2. Training Library
  3. Big Data
  4. Courses
  5. Enriching Reports in Power BI

Summary

Contents

keyboard_tab

The course is part of this learning path

Start course
Overview
Difficulty
Intermediate
Duration
32m
Students
61
Ratings
5/5
starstarstarstarstar
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

So, this brings us to the end of this course. We have covered a fair bit. First, we went over how to configure bookmarks. To configure bookmarks, you first need to open the 'Bookmarks' pane which is done from the 'View' menu at the top of Power Bi desktop. Then you can add Update and Edit bookmarks. You can also set up custom navigation by selecting a visualization and then setting the action toggle to be on. Once set, you can set destinations to be things like pages, bookmarks, web URLs, drill through or back options. This allows you to add things like buttons and have them complete actions like redirect you to a predefined bookmark. 

Next, we covered creating custom tooltips using visuals from another page. This was done by creating a page and setting the page to a tooltip, then allocating the tooltip on a visual in the format visual menu. Then we went on to cover editing interactions between visuals. To edit interactions between visuals, you need to select the visual, go to the 'Format' option at the top of Power Bi desktop, and toggle on the 'Edit Interactions' option. This then enables the interaction options at the top right hand of each visual. You can set the interaction to highlight filter or none.

Once finished, you can toggle the interaction options by clicking the 'Edit interactions' button again. We then looked at the options for sorting, which was quite simple. You just need to click the 'More Options' button at the top right of the visual and the sort options under the sort access menu item. We then covered how to sync slices, which, if you recall, gives you the option to sync slices across multiple pages. This was done by using the 'Sync Slicer' pane or by copying the slicer to another page and then selecting 'Sync Slicer' when asked. You can also hide the Sync Slicer by toppling the view option inside of the Sync Slicer pane.

We then looked at how to drill through and cross filter data. This was done by creating a dedicated page and dragging the table that you wanted to drill through into the 'Drill Through' fields in the 'Report' page settings underneath the 'Visualization' pane. Once set, the Drill Through option becomes available on visuals that are applicable. Then we covered the Drill Down options. Drill Down is set on the visual and allows you to drill down further on the data that is set in your Access Field on your Visual Settings. You can enable or disable the drill-down option using the down arrow at the bottom of your visual.

Lastly, we covered changing the Mobile Layout on your report. The Power Bi desktop layout of a report may not be ideal for handheld mobile devices. You can set separate mobile layouts by navigating to 'View', then 'Mobile Layout'. This will give you a preview that looks like a phone, where you can put your visuals and design it specifically for mobile devices. Don't forget. If you have any questions, you can reach out to our support team on support@cloudacademy.com. And if you could rate this course, that would be much appreciated.

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.