Power BI Day - 10

Data are just summaries of thousands of stories–tell a few of those stories to help make the data meaningful - Chip and Dan Heath

Day 10 - Power BI: Dashboard, Tooltip, and Edit Interaction Options

Creating a Power BI Dashboard with Slicers and Filters

Power BI allows users to create insightful dashboards with various interactive elements, including slicers and filters. These tools help in refining data visualization and enhancing the user experience.

Applying Filters in Power BI

Single Page Filters

Filters can be applied at different levels in Power BI: visual level, page level, and report level. Here’s how to apply filters at the page level:

1. Open Power BI Desktop and load your dataset.
2. Navigate to the ‘Fields’ pane on the right side.
3. Drag the desired field into the ‘Filters on this page’ section.
4. Configure the filter: After dragging, you can set filter criteria. For example, if filtering a ‘Sales’ field by region, select the desired regions.

Example

Imagine you have a dataset of global sales and want to filter the sales data for a specific country on one page.

1. Load the dataset with sales information.
2. Drag the ‘Country’ field into the ‘Filters on this page’ pane.
3. Select the country (e.g., ‘United States’) from the filter options.

This filter will now apply to all visualizations on that specific page, showing only data for the United States.

Multiple Page Filters

To apply a filter across multiple pages, you use report-level filters.

1. Navigate to the ‘Fields’ pane.
2. Drag the field to the ‘Filters on all pages’ section.
3. Set the filter criteria as needed.

Example

Using the same sales dataset, to filter data for a specific product category across the entire report:

1. Drag the ‘Product Category’ field into the ‘Filters on all pages’ pane.
2. Select the category (e.g., ‘Electronics’).

Now, every page in your report will display data related only to the Electronics category.

Editing Interactions

Editing interactions in Power BI allows you to control how visual elements on a page interact with each other.

1. Select a visual: Click on a chart or graph.
2. Navigate to the ‘Format’ tab on the ribbon and click on ‘Edit Interactions’.
3. Customize interactions: Icons will appear above other visuals on the page. You can choose between three options:Filter: The visual will filter the data in the other visuals.Highlight: The visual will highlight related data in the other visuals.None: The visual will not affect the other visuals.

Example

If you have a bar chart showing sales by region and a pie chart showing sales by product category, you can set the bar chart to filter the pie chart. When a region is selected in the bar chart, the pie chart will update to show only the sales data for that region.

Tooltip Method

Tooltips provide additional information when hovering over data points in your visualizations.

1. Select a visual: Click on the visual you want to add a tooltip to.
2. Navigate to the ‘Format’ pane.
3. Find the ‘Tooltip’ option and toggle it on.
4. Customize the tooltip: You can add fields to the tooltip section, providing more detailed information.

Example

For a bar chart showing total sales by month, you can add a tooltip to show additional details like the number of transactions and the average sales value for each bar.

1. Select the bar chart.
2. In the ‘Fields’ pane, drag ‘Number of Transactions’ and ‘Average Sales’ into the ‘Tooltips’ section.
3. Hover over a bar: The tooltip will display these additional details.

Conclusion

Mastering the use of slicers, filters, edit interactions, and tooltips in Power BI can significantly enhance the interactivity and utility of your reports. By effectively applying filters, you can control data visibility at different levels. Editing interactions helps to create a more intuitive data exploration experience, and tooltips provide deeper insights without cluttering the visuals.

By implementing these techniques, you can create compelling and user-friendly Power BI dashboards that cater to diverse analytical needs. Happy Power BI learning!

Example Power BI Dashboard Screenshots

Resources for Further Learning

• How to Have Fiter in Power BI Affect Multiple Visualizations - Zebra BI
• Change how visuals interact in a report - Power BI | Microsoft Learn
• Create report tooltip pages in Power BI - Power BI | Microsoft Learn

Videos for Further Learning

• How to create a FILTER PAGE to manage multiple filters across different pages // Power BI Guide 2022 ( youtube.com )
• https://www.youtube.com/watch?v=npaQ42K1sTs
• https://www.youtube.com/watch?v=54pBUbVL8tU

My Practice File for Further Learning

• https://drive.google.com/file/d/1FaYXQCIZGnReN8glaw36bfITYyEpdsVY/view?usp=sharing

Feel free to connect and share your Power BI journey or any questions you might have. Let’s grow together in the data analytics community!

#PowerBI #DataVisualization #DataAnalytics #Dashboard #BusinessIntelligence