Hyper-Interactivity in Power BI Brian Larson Chief Creative Officer/Partner Superior Consulting Services blarson@teamscs.com @Brian_Larson BrianLarsonSCS Hyper-Interactivity in Power BI
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Brian Larson 17 years experience with Microsoft Data Visualization Tools Contributed to the initial codebase of SQL Server Reporting Service Regional and National Speaker Author for McGraw-Hill Education, New book on Power BI coming in 2019
Hyper-Interactivity in Power BI Outline Specialized Report Pages Drillthrough Custom Tooltip Changing Page Content TREATAS() Function Buttons and Bookmarks What-If Parameters Navigation URL Data Columns Dynamic Filter Links Table of Contents Dashboard Menu
Demos
Drillthrough Drillthrough filter at the bottom of the Visualizations pane is used to create a drillthrough page. Keep all filters will carry forward all current filter context to the drillthough page. Back button is automatically created. May want to hide the drillthrough page.
Cross-Report Drillthrough Only functions on PowerBI.com. The Cross-report slider switch must be On. Must turn on “Allow visuals … to use drillthrough targets from other reports” on Options in both source and target. Delete the automatically created Back button and use the browser’s Back button.
Custom Tooltip In the Format of the report page, set Tooltip slider switch to On and Page size Type to Tooltip. Set Page View to Actual Size Tooltip filter at the bottom of the Visualizations pane is used to create a custom tooltip page. A visualization’s Tooltip properties can select between custom tooltips.
Bookmarks and Buttons Selection pane determines visibility. Bookmarks are created in the Bookmarks pane. Set Data, Display, and Current Page as appropriate. Use the Button Action setting to link buttons to bookmarks.
TREATAS() A dynamic tables is created from values in existing tables. A slicer is created to select on set of values. A measure is created to treat the values from dynamic table as if they came from the linked table.
What If Parameter A What If Parameter is created using the button on the Modeling tab. This creates a dynamic table, a slicer, and a SELECTEDVALUE() measure. The SELECTEDVALUE() measure can be used in other measures to create dynamic content.
Dynamic URL Link A calculated column combines a URL with key fields in the data. The Data Category of the column is set to Web URL. The column is used in a table or matrix and the Values -> URL icon slider switch is set to ON.
Table of Contents Images of the pages are captured and saved as files. Bookmarks are created to navigate to each page and to return to the TOC. The page images are inserted onto the TOC page with their action set to the appropriate bookmark. Buttons are placed on each page with their action set to the TOC bookmark.
Thank You Brian Larson blarson@teamscs.com @Brian_Larson BrianLarsonSCS