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Want to jazz up your reports, but not sure how to implement the features you have seen elsewhere? In this session, I will give you some new insights to bring back to your team. I will focus on features such as filters, slicers, buttons, bookmarks, images, visualizations, hyperlinks, and dates. These pointers will be sure to impress leadership and report users.
About Speaker:
Priscilla Camp is a Business Intelligence and Analytics Specialist III at the University of Central Florida. She is a Microsoft Certified Data Analyst Associate, and the leader of the Orlando Power BI User Group. She has 10 years of experience in the field of IT working as a Business Intelligence Analyst. Priscilla started her career working for a startup small business in 2010 and several years later moved over to the Higher Education Industry where she currently resides. Priscilla’s focus is T-SQL, Data Warehousing, MS Power BI, and B.I. Strategy.
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0:00
All right. Hi, everybody. I'm going to speak to you today about Power BI pointers. I'm just
0:07
going to give you some tips and tricks. Just to give you the introduction, these are my children
0:12
I have three. The oldest is 12. The middle boy, he's eight and a half, he'll be nine
0:18
and my youngest is now five. They gave me a quick introduction, so I'm just going to kind
0:24
of speed past this. I'm a business intelligence yst at UCF. I have a degree in bachelor's
0:29
in management and a master's degrees in communication. I'm also just recently became a blogger
0:36
at the Microsoft Power BI community. I have 10 years of experience
0:41
I started my career working for a small startup business in 2010 and my focus is T-SQL data warehousing
0:48
Power BI and business intelligence strategy. And last I'm the leader of the Lando Power BI user group
0:53
Feel free to attend most of our meetings are virtual. So I don't know how the times don't sign up
0:58
but if you ever had a chance, go to meetup.com, you can find us there
1:02
you can just follow the link for our meetings. Okay, social media
1:06
I'm on Twitter, you can follow me there. My handle is ITDataDiva
1:10
I'm also on LinkedIn as ITDataDiva, and I have my webpage also ITDataDiva.com
1:17
Okay, so let's just talk about our agenda, what we're gonna be talking about
1:21
This is gonna be mostly demos, so it's gonna be pretty interactive, I'm gonna have you follow along if you like to
1:27
We're gonna talk about how to column header on a table in Power BI
1:31
We're talking about a quick trick using the relative date filter in Power BI
1:36
We're gonna also discuss topic, what you should know about the sort by column setting in Power BI, how to add a toggle feature in Power BI
1:44
and then we're gonna talk about the Power BI quick reference sheet
1:48
All right, and like I said, you can follow along at itdatadeva.com
1:52
I have all those blogs there. I'm just gonna walk through those. All right, so let's talk about the first demo
1:59
I'm gonna talk to you about hiding a column header on a table in Power BI
2:03
So what I'm gonna do is I'm just gonna end the show real quick and I'm going to bring up the demo
2:14
Just give that a few minutes to load and then I'll make sure that you can see my screen
2:18
once it comes up. All right, it's just loading
2:37
Okay, so can you see my screen? Yes, Priscilla. You can, perfect
2:42
Okay, so this is a report, of course, it's the demo. And if you look up here, you can see that we have a table here and just some value of
2:52
team name, employee name, event name, actual amount, estimated amount of PO
2:57
over, under, the delta, and then the state. My supervisor had asked me if I could possibly
3:04
hide this over, under, field right here, this title. And at first I wasn't sure how to do it
3:10
I had tried a few things. You can come over here. If you try to rename it, so most people would think
3:15
okay, I can just hit backspace, and I can hit enter. But as you can see, it doesn't work
3:21
comes right back up. So I found a little trick that can help you
3:25
hide a column header. So if you go to, and I just wanna make sure
3:29
you'll be able to see my screen, if you're following along on my blog, that's great
3:33
So you're just gonna go to the start and you're gonna type character map
3:38
And can everyone see the character map? Yep. Yep, okay, and you just go to the font type
3:45
it's part of new, and then you wanna go to Unicode and you want to hit 200, see
3:53
And that's going to bring up right here. As you can see, it's highlighted. It's zero width
3:59
And then you're going to want to hit the select button, and then you're going to want to select the copy button
4:08
And then once you do this, you're going to go back over here to the value section
4:12
So this is going to be my little demo table here. And you're going to come over to the over-under field
4:20
You're gonna rename this visual. You're gonna paste it. And then you're gonna hit, okay
4:27
And there you go, you have hit your column header. So that is my little trick right there
4:34
Usually a lot of people are very impressed. It seems so easy, but yet it can be difficult to find
4:41
So that is my first trick. And I don't know, is there any questions on that one
4:48
Not really. No, okay. So then I'm going to close this. And then I am going to move to my PowerPoint slide again
5:05
And we are gonna talk about the second demo. Okay, I'm gonna talk to you here about a quick trick
5:11
using the relative date filter in Power BI. Many people have been fascinated with this
5:16
believe it or not. people frequently messaging me and asking me about this trip
5:22
I also have a video on my blog site, so if you're interested in watching the video afterwards
5:27
please just go to my site. So let me just click in and I'll open that demo for us
5:47
They're just going to take a few minutes to load. Okay, can everyone see the Power BI screen? Yes
6:05
Okay, I know I'm moving back and forth, so I just want to make sure I'm not going on and no one can see it
6:15
Okay, so just to give you a little background about this, I have a date dimension calendar
6:21
as you can see right here, and I have some filters. And normally what my supervisors prefer is that I show a rolling 13 months, as you can
6:35
see here. However, usually the problem when you do this is you'll hit rolling 13 months, but then
6:43
when you publish it to the service, your users can't go any further. They just have the option of March 2020 to March 2021
6:51
My supervisors, they actually wanted to see the options going all the way back to January 2016
6:59
So I was fiddling around with this and trying to figure out how to do it I did a couple of Google searches but nothing really showed me how to bring up these additional options So let me show you
7:12
how I figure this out. Alright, let me just click off here. If you can see here this
7:18
is my month and for us we really only do searches by month and calendar year so
7:25
you won't see the actual date and normally what most people would do is they would go to march
7:32
2020 and they would select all the way down to march 2021 and i was mentioning this to you if
7:38
you were to publish this up in the service you would only see those dates so what you can do is
7:44
you can go to the relative date filter and you're going to want to hit in the last and normally you
7:50
You know, you have a value range here. You can enter whichever you like. They give you the options of days, weeks, calendar weeks, months, calendar months, years, and calendar years
8:00
So there's a lot of options, which is great. For me, I'm going to use the months
8:05
And then I'm also going to include today. And then I'm going to hit the apply filter
8:09
I had already set this up for you. So normally, if it wasn't set up, you would just apply the filter and you would see it move
8:15
Now the trick is if you want to have the other options available, what you want to go to is the basic filtering
8:26
And now you can see your other options, July 2016 all the way to March 2021
8:34
And those are the dates that my supervisors would like to see. Now do not touch anything in here
8:40
and what you would do is you would go to publish and you would send it up to the service
8:46
Now, I can't show you the service because we've got some information on there that I can't show
8:50
live, but I can show you a screenshot of what it would look like in the service
8:56
So if you can see my PowerPoint here, demo two, if you look over to the right, you can see filters
9:03
on all pages, and now you can see the options July 2016 all the way to the very present time
9:10
And this is really nice because it would still default to what you have
9:15
So if you want to, let's say people are looking to hit January 2016, February 2016
9:21
but then they realize, you know, they don't want to see those dates. They want to go back to the original view in the Power BI service
9:27
You can hit reset to default, and it will set it back to those rolling 13 months
9:33
And this trip has been really helpful for people. So I hope you found that helpful too
9:40
Okay, so now let's move on to my next demo. Okay, in this demo, it's gonna be
9:51
what you should know about the Sortify column setting in Power BI
9:56
This is another popular one. This is in DAX, so I am going to close my demo
10:06
for this one. and I'm going to open up our next demo
10:12
it's just going to take a few seconds to load it's usually relatively fast
10:37
Okay. And just to double check, can everyone see my desktop? Definitely
10:45
Okay. I know I'm moving back and forth. It's okay. All right. I just thought it would be fun to kind of have to show the actual desktop instead of switching back and forth
10:53
Yeah, I'm reading your blog, by the way, side by side. Looks great
10:58
Okay. That's awesome. All right, so this is another report I've been working on for my managers
11:06
And just to give you a little background, we have some service requests
11:11
And over here is the months, and you kind of just like to see the volume
11:16
So I have some more data. If you're following my blog, I can just put the screen over here
11:22
This is the table. And what I did was I created just an aggregated table
11:28
And you can see the month for April. there were five requests for May there were four and in June there were three and I'm just to give
11:36
you a little tip I have a calendar table too same thing and let me just point this out and if you
11:43
look over here you can see the month and calendar year integer this is used to sort your months now
11:51
if I were to go over here and let's say we select April let's just play with this and see how it
11:56
functions so here's April right we've got five now we're gonna hit May you
12:03
would think it would say nine but it's not and actually let me show you the code as well so you can kind of see what's going on okay so if you see my
12:17
screen here this is the value and you can see here I have all selected and I'm
12:22
saying not for it to look at the month and calendar year. However, it's still kind of aggregating by
12:28
that. So you have, I have April and May selected. And you can see here, it's not equaling nine
12:35
it's still equaling four. And let's just go for the heck of it and see what else is going to do
12:42
when I hit June 2020. And you can see here too, it's just showing three, it seems like it's still
12:47
So kind of filtering by month. What is going on? Right? When I saw this, I was totally confused
12:54
I thought maybe I wrote some DAX wrong. I was like, what's going on
12:58
So if we go over here to external tools, we're gonna go to DAX Studio
13:03
to kind of find out what's going on under the hood. Okay, so let me just hit connect here
13:17
Okay, and then let's go, sometimes this doesn't work, so don't worry if I kind of have a little issues with it
13:24
I'll just go over to my PowerPoint slides. So I'm just gonna move this around a little bit
13:31
so you can get something going on. All right, April and May
13:38
Let me bring this over here. Let's see, sometimes it works, sometimes it doesn't work
13:44
I'll try one more time. Okay, let me move this over here
13:54
It seems like every time I demo this, sometimes it doesn't work. Okay, I think I got it now
14:00
So let's bring this up to the top. All right, let's see
14:07
Where do I normally sit here Okay here we go so we can kinda see the summarized columns over here And if you look carefully
14:18
you can see that it's also including the month and calendar year in the summary
14:25
So what you're gonna have to do is you're gonna have to find a way to kind of get that to not filter
14:33
So let me move over to here. And that's kind of how I figured out what's going on
14:38
I'm like, oh, okay, that's why it's not building properly. So in my actual new calculation for DAX
14:47
if you look, you can see over here that I'm actually including the month
14:51
and calendar year integer. And once I do that, then it starts to actually filter properly
14:59
So let's go over and kind of just demo this out, okay
15:03
So, you know, as we can tell, April is gonna be five
15:08
But now let's combine them together, April and May. Oh, look at that
15:12
So our old calculation still has four, but our new calculation now has nine. Yay
15:17
So let's see how it works with June. Okay, yay! So now we have 12
15:24
And as you can see, the old one is still kind of filtering out based on month and calendar year
15:28
So that sort by column can actually be quite tricky sometimes if you're not careful with what's going on
15:36
And to tell you the truth, I had totally forgotten about it. I didn't even realize that that was having an effect of like, oh, okay
15:44
So and for those of you who are not so familiar about the store by column is right here
15:48
You can see I'm sorting by month and calendar year integer. So this is a really neat trick
15:54
And I also recommend using Dax. It can really help you sometimes because you can have a lot of filters on here
16:01
and it helps you sometimes to kind of see what's going on behind the hood
16:05
and perhaps maybe there's something filtering that you may not see. Okay, and that is my demo for that
16:13
So I am going to close this. Okay, so let's now move on to demo four
16:23
And let me make sure I'm not missing one, I did this one. Okay, so this one is to how to add a toggle feature
16:29
Power BI and since we're doing good on time, we can slowly walk through this one
16:34
Let me just open it up. Just give me one second please
16:40
I'm going to open up the demo and then I'm also going to open up the example
16:49
I have not blogged about this one yet. I've been out of time with it
16:55
I was searching for it. I've actually not had enough time. I've been trying to get to it
17:03
And then, you know, sometimes I'll end up blogging about something else. And I guess if it's a big demand for it, I can do it
17:09
Let me open up the other one. Okay, so here is the example I just load
17:33
Okay, so this is our change management report. And I'm sure all of you figured out by now what exactly I'm doing
17:40
For UCF I actually work in the IT department and we actually monitor our services
17:46
So we're really seeing how fast our services are being given to our customers based on
17:51
SLAs and just over here is our change management report. And my supervisors had asked me and they said
17:57
can you find a way to kind of toggle? Because right now they're saying
18:02
we have this chain of success, however, some of the leadership feels like
18:07
there needs to be more of a relaxed policy. So this is a per policy
18:12
and then we're gonna toggle to more of what we call relaxed policy
18:16
So I'll show you how we want this to work. So if I click this, you can see it switched back over
18:23
to non-policy. You can see over here, I have an asterisk that's showing that this is the non-policy
18:29
And over here, if you watch again, you can just kind of see it move
18:33
It works really nice. And once you're in the service, the really cool thing is that
18:40
they won't even see the part of the button, it would just look like it's actually moving
18:44
back and forth like a toggle. Now, since I have some time
18:48
we can kind of demo this out. And sometimes, you know, when you're building this
18:52
it can be a little bit tricky because you've got to really be meticulous
18:55
about which buttons you're hitting, which ones you're hiding. So let's go over to the view
19:02
And if I don't get through all of this and it gets a little messy, it's fine
19:07
I showed you on the other side what it should look like. Okay, so you're gonna wanna open your bookmarks
19:13
because it needs to remember what page. And you're gonna wanna open the selection
19:19
And you can see here that I have relaxed. And if you kind of look over here to the side
19:23
I have another box that's open. Same thing over here, I have another box, text box
19:30
and excuse me, another card, and then I have a bar chart. So what we're gonna do first is we're gonna kind of
19:36
start off at the policy page. So let's just add a bookmark, okay, and let's rename it
19:44
Let's just call it, let's see, change management per policy. Okay, and we're gonna hit enter
19:55
All right, so over here is my objects that I can hide or show
20:00
So let's see, toggle image off, we're gonna wanna hide that. Non-policy text, let's hide that
20:08
Right, so okay, so far so good. Let's go over to the image
20:13
so sometimes I can kinda see what's being highlighted here. So let me actually stretch this out too
20:18
so I can see all the words. the verbage excuse me so unsuccessful change relax let's hide that as well
20:27
and let's see this is relaxed so let's hide that and that we're going to need let's not hide that and let's this is another relaxed image is it
20:40
yes okay so we'll hide that one too so toggle images on uh change success by teams but i need
20:48
month over month type. Unsuccessful change policy. Okay, and I think I got all of them
20:57
Then month over month. Like I said, you kind of have to be really meticulous about what you want to show
21:02
Okay, once I got that up, I'm going to go over here to the bookmark
21:06
change management per policy. We're going to put three dots here and we're going to hit update
21:13
Okay great Now let add a new bookmark We going to rename it We going to call it Change Management Relaxed
21:26
Okay. And now we're just going to want to hide the images that we don't want to show
21:32
So let's go over. And we're going to want to show the toggle image now, which is off
21:38
We're going to want to show the non-policy text. Let's see. We're going to want to, let's see what this one is
21:45
Sometimes they're kind of hard to read. That one should be fine
21:50
This one's relaxed. There we go. Per policy, per text. There we go
21:58
Month over month chain success. I think this one's good. Toggle image on
22:02
We don't want it on, so we're going to hide it. Let's see
22:07
Change success by month. I think I have them all. if i miss them it will actually show so this is the policies so i gotta show this one then i just
22:20
gotta hide this one there we go and then month over month change success i should be good with
22:26
that one okay so now we can kind of see non-policy and the toggles off so we're just gonna go to
22:32
relax here and we're gonna hit update so let's check now to make sure we got everything
22:38
all right that looks good okay that looks good as well all right so now let's double check and
22:47
make sure oops that our button right here has an action on it so we're going to hit on and now
22:57
we're going to hit the type of a bookmark and now you're going to want to hit change management
23:03
relax because that's the page we're gonna want to switch to all right and I
23:09
believe I don't have to save that but let's just do it just to double check
23:14
okay and now let's go over to relaxed and we're just gonna click the button
23:20
here and looks like I may have turned this action on from earlier in the demo and then we're just gonna want to hit her policy and hit update so let's go
23:33
back here and let's test it out there we go so it's switching you kind of see it
23:44
going back and forth now don't forget if you're on the desktop you are gonna have
23:48
to hit control and hold it and click here to follow the link but this is a
23:53
really cool trick I believe and it looks great on the service normally I
23:59
I don't walk people through this, but since we have some extra time
24:04
I thought it'd be cool to kind of walk through it and kind of see the process that you're going through
24:08
as you create this. All right, so let's close this. And I'm not gonna save my changes
24:16
because I'll need that for another time. All right, so the next thing I wanna talk to you about
24:22
is just some tips and tricks about some Microsoft links. All right, so if you wanna follow my webpage
24:29
that is there as well. It's actually my very first blog that I created
24:33
back in January 2020, and it was actually a really great hit
24:40
Believe it or not on Twitter, now not likes, but the amount of views. You can actually see how many views you get
24:44
I've got over 19,000 views on that one tweet. So let's go over and see where it is
24:54
That was my recent post. Let me hit blog. Okay, and if not, you can just look at my PowerPoint slide here
25:03
So what I did was I looked at Microsoft and kind of studied the page and how it interacts
25:09
And you can see here that this is the official Microsoft Power BI website contains the links
25:14
to all you need to know, Power BI. Here's the Power BI documentation
25:20
So if you want technical information and answer some of your questions, you can go here
25:25
They have a plan release, plan features. On my blog, I still have to update it
25:31
I gave the old actual link that I have. I recently put this into the Power BI community
25:38
where I'm blogging and someone gave me some advice to use this new link right here, Power BI release plan
25:44
It is actually really great and let's see if I click it
25:48
We can kind of get a look at this, but I really liked it. Let's see if it opens. Okay
25:58
And I was given this link and it looks like right here
26:01
which is really nice, as you can see the upcoming release plan
26:06
So this is September of 2021, kind of scroll down. So this is really interactive
26:10
The other link I had wasn't. So this is really great to see kind of what's coming out
26:15
what's in public preview, what's gonna be released. Next is the Power BI blog
26:21
So this is for the actual Microsoft employees blogging and it just gives you all the latest updates next is some power bi training which is
26:29
free training which can start you know consists of learning paths and modules and then they have
26:34
guide learning which is the same thing pretty much it's seeking courses for learning power bi
26:39
then of course it's a service and most people will be familiar with this unless you're new
26:44
and um then they have power query which is the technical documentation which um if you have the
26:50
and you use M. Then you have Dax, and I gave the link for that
26:56
which is very helpful. And then I have the Power BI User Group. This is a great way to start and get familiar with your community
27:04
and get to know other people. And the last thing is the Power BI Community
27:08
and this is kind of where I blog. This is kind of a forum where you can ask questions
27:13
you connect, learn, and discuss ideas with other business intelligence experts and peers
27:18
Okay, so just the summary. I spoke to you about how to help, what you should know about the sort by column setting
27:42
in Power BI and about how to use DAX and how to go over to the tools and use DAX Studio
27:50
I also spoke to you about how to add a toggle feature in Power BI, which a lot of people
27:55
always impress with that little toggle button. And then I also gave you some quick reference sheets, kind of a trick to go, and so you
28:02
don't have to kind of go everywhere and look. It's all in one spot for you. So that is the end of my presentation
28:09
I'm wondering if anyone has any questions. Thank you
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