Category: Formatting

More Matrix (visual) formatting in Microsoft Power BI

The Microsoft Power BI Matrix visual has more features waiting to be unlocked with formatting.  In this Tiny tip, I will show you some of my preferred formatting options.  Specifically, I will show:

  • Changing the Text size
  • Changing the alignment of a column
  • Conditional formatting for a column of values
  • Changing the values to display as rows rather than columns.

The last feature can be a real space saver when you have a lot of data, and it can allow you to have a larger font for easier reading without the need to scroll.

Using an Inserted Shape as a Navigation option in Microsoft Power BI

In this Tiny Tip, Belinda will show you how to use a new feature to do something cool, using Microsoft Power BI.

In this report, there is a page that is Sales by category, with a slicer that displays countries.  There is a similar page, that displays a table with sales line details.  The slicer on the detail page is sync’d with the first page.

Belinda will Insert > Shape, selecting a triangle.  The April 2021 update has many more shape options.  Another great option for this example, opposed to the Triangle, would have been right arrow or the chevron.

Belinda will format the triangle and add an Action to the shape, on the Format shape pane.  The action assigned will be Page Navigation, then select the detailed page. 

Now, with a simple click in the web service (or a Ctrl+click in the desktop), users can easily navigate from one page to the next.

Creating a Template Page for Consistency in Microsoft Power BI

One of the first things I do when I start creating a Microsoft Power BI report is create a template page, which I call Blank.  When creating a (new) page, I just duplicate the template/blank page and start building.  This helps provide a consistent look for all my pages.

By Ms Belinda Allen

Using DAX with Conditional Formatting in Microsoft Power BI

Tiny Tips

OK, I have this table visual in my Microsoft Power BI Report and I want to highlight a row if a column value is “Yes” but do nothing to the background if the value is “No”.  In this Tiny Tip video, I will show you how to achieve this very thing.

Today’s DAX Expression:

Hold Background Color =
VAR _HoldColor = SELECTEDVALUE(Customers[Hold])
RETURN
IF(_HoldColor = “Yes”, “#A0D1FF”)

 

 

Using a DAX function as a Report Title in Microsoft Power BI

Using the Card Visual as a Report Title and a value can save you space on a Microsoft Power BI Report.  Tiny Tips In this Tiny Tip I will show you how to make a DAX measure become text for a Report Title.  Because it is a visual, it will even be interactive with the remainder of the report!

Formatting the Matrix Visual Microsoft Power BI

Tiny Tips I love using PivotTables in Microsoft Excel.  When I use them, I always change them to Tabular and remove Subtotals to make them easier to read.  The Matrix visual in Microsoft Power BI is like the Excel PivotTable.  In this Tiny Tip video, I will show you how to make it tabular and remove subtotals.

by @MsBelindaAllen

Underlying data in Microsoft Power BI Visuals

Some visuals provide the report consumer with the ability to “Drill Down” to the underlying data, i.e. the individual records or rows in the dataset in Microsoft Power BI.  In this video, I’ll show you this very feature in a Clustered Column Chart.

Continue reading Underlying data in Microsoft Power BI Visuals