Interactive Report Elements

Question 1

How can you dictate which visualizations a slicer affects?

Answer 1

1. Click on the slicer
2. Go to the Format tab on the Ribbon
3. Click on Edit Interactions
4. In the top right corner of each visual on the page you will see two symbols
5. If you want your slicer to filter the visual, click on the chart icon
6. If you don’t want your slicer to filter the visual, click on the circle with a line through it.

Question 2

How can you synchronize Slicers across dashboards?

Answer 2

1. Put a slicer on more than one dashboard that contains the same field. For example, region.
2. Select one of the slicers
3. Click on the View tab on the Ribbon and then click Sync Slicers
4. Make sure the check box for visible and sync is checked for the desired pages

Question 3

What are the two most common configurable options for buttons?

Answer 3

1. Visual Style
2. Action

Question 4

What are some of the visual style options for buttons?

Answer 4

1. Rounded button
2. Rectangle button
3. Pill Shaped button
4. Arrow button
5. Change the text
6. Change the color

Question 5

What is the action of a button?

Answer 5

How it behaves when a user interacts with it

Question 6

What are some common actions?

Answer 6

• Back: this returns the user to the previous page
• Bookmark: allows users to bookmark a particular state in the report
• Drillthrough: navigates the user to a drillthrough page filtered to their selection without using bookmarks
• Page Navigation: Navigates the user to a different page within the report
• Q&A: Opens a Q&A explorer window
• Apply All: slicers on a page
• Clear All: slicers on a page
• Web URL: Opens a web page in a browser

Question 7

How do you add a button to a report?

Answer 7

1. Go to the Insert tab on the Ribbon
2. Select Buttons
3. Select the action you would like
4. Click on the button and place it where you would like
5. While the button is selected, go to Format Button, Action
6. Turn on the Action
7. Select the Type of action from the drop down
8. Fill in any other relevant details in that section. For example, if you are doing page navigation, you would select a Destination page from the drop down
9. Hold down Ctrl while clicking the button to test it out

CAREFUL: Clearing slicers only clears the slicer visuals. It DOES NOT clear filters you have applied under the filter pane.

Question 8

How do you create a Drill Through button?

Answer 8

1. Create desired Drill Through like normal
2. Insert Button Insert->Buttons->Blank Button
3. Change to Pill Shape Format Button Pane->Shape Section->Shape=Pill
4. Attach Button to Drill Through Format Button Pane->Action Section->Toggle Action On->Type=Drillthrough; Destination=Drillthrough Name
5. Change Button Text Format Button Pane->Style Section->Text Section->Toggle Text On->Text=Desired Button Label

CAREFUL: Note that a selection on a chart has to be made for the button to be available to push

Question 9

How do you create a filter button?

Answer 9

1. Create Necessary Bookmarks The button is essentially going to a bookmark. But to the user it seems like when they push the button it filters their data.
2. Insert Button Insert->Buttons->Blank Button
3. Attach Button to Bookmark Format Button Pane->Action Section->Toggle Action On->Type=Bookmark; Bookmark=Desired Bookmark Name
4. Change to Pill Shape Format Button Pane->Shape Section->Shape=Pill
5. Change Button Color Format Button Pane->Style Section->Fill Section->Toggle Fill On->Color=Desired Color; Transparency=0%
6. Change Button Text Format Button Pane->Style Section->Text Section->Toggle Text On->Text=Desired Button Label

Question 10

What do Bookmarks do in Power BI?

Answer 10

• Bookmarks in Power Bi are a way to capture the current state of the report you are viewing and share this state with other viewers.
• For example, if you apply filters to a report, you can save the filtered state as a bookmark.
• Viewers can then select the bookmark and the report will change to the filtered state you established.

Question 11

What are the four state options that you can save when adding a bookmark?

Answer 11

1. Data properties such as filters and slicers
2. Display properties such as visualization highlighting and visibility.
3. Current page changes, which present the page that was visible when you added the bookmark
4. Whether the bookmark applies to all visuals or selected visuals

Question 12

What elements are saved when you apply a bookmark?

Answer 12

• The current page
• Filters
• Slicers, including slicer type (for example, dropdown or list) and slicer state
• Visual selection state (such as cross-highlight filters)
• Sort order
• Drill location
• Visibility of an object (by using the Selection pane)
• The focus or Spotlight mode of any visible object

Question 13

Benefits of bookmarks

Answer 13

• Enable different users to focus on different parts of the data without setting up filters every time.
• You can highlight specific insights and create customized views relevant to the different departments.
• By default, all states are saved for all visuals.

Question 14

What happens if you modify a report after you create a bookmark?

Answer 14

• Any visualizations not present when you created the bookmark will appear in a default state.
• So remember, if you change a report, you should make sure to update your bookmarks to reflect the changes.

Question 15

How do you create a bookmark?

Answer 15

1. Filter your report in all the ways you would like and highlight any chart sections you would like to
2. Click on View tab in the Ribbon
3. Click on Bookmark. A Bookmarks panel will open
4. Click Add
5. Click on the three dots next to the bookmark and you can rename the bookmark
6. Tailor any of the options you would like on the menu that opens when you click the three dots next to the bookmark name

Question 16

How can you display Web URL’s as hyperlinks in your data?

Answer 16

Make sure the Data Category for the field is set to Web URL.

Question 17

Where else can you put hyperlinks in a report?

Answer 17

1. Add a textbox to a report
2. Highlight the text you want to be a hyperlink
3. Select the hyperlink icon represented as two ovals overlapping
4. Enter the URL and click done

Question 18

Why might you want to group visuals?

Answer 18

• To make it easier to maintain reports.
• If you need to move two visuals around, for example, you can make them a group and then they will move as one unit

Question 19

How do you group visuals?

Answer 19

1. Select the visuals you are interested in grouping
2. Click the Format tab on the Ribbon
3. Click Group

Question 20

How can you view existing groups of visuals?

Answer 20

1. Go to View tab on the Ribbon
2. Click on Selection to open the Selection pane

Question 21

How do you rename a group of visuals?

Answer 21

On the Selection pane, double click on the group name and then name it what you wish.

Question 22

What does the Layer order do on the Selection pane?

Answer 22

It determines which group will be shown on top if two groups of visuals are overlapping.

Question 23

How can you change the Layer order?

Answer 23

Move groups up or down in the Selection pane. The group at the top will be layered above the next group. And that continues on to additional groups

Question 24

How can you move visuals from one group to another?

Answer 24

Drag them from their original group in the Selection pane and drop them in the group you want them to be in now.

Question 25

What are the two forms of context in Power BI?

Answer 25

- Row Context - Filter Context

Question 26

What is Row Context?

Answer 26

Refers to the tables current row being evaluated within a calculation

Question 27

What is Filter Context?

Answer 27

Filter context refers to the filter constraints applied to the data before it's evaluated by the DAX expression