>> Ready to take your Power BI reports to the next level?
Let's tune in to listen to Indira Bandari,
a Microsoft Data Platform MVP from New Zealand.
She has a Master's degree in Statistics, and is
passionate about data analytics, and Artificial Intelligence.
She's a BI and SQL lead,
an international speaker, mentor,
and part-time trainer with over 15 years of experience in
designing and developing data warehouses, and analytical solutions.
>> [MUSIC].
>> Thank you, Debra, and thank you for
having me in the Power BI Women Summit.
Hi everyone. My name is Indira Bandari.
In this session, I would like to share
a few tips to take your Power BI reports to that, next level.
In my opinion, there are
certain scenarios where you can go above, and beyond as
a Power BI developer, and push
your user's experience to the next level using some simple tricks.
First of all, I would like to share about myself.
My tech journey started in New Zealand way back in 2002,
where I started as an information analyst and
played various roles like CRM developer,
BI developer, and also Senior Systems Analyst.
From 2015 onwards, I started attending meetups,
and then I started giving back to
the community by doing some presentations, and
speaking at user groups and conferences, and also ended
up as a co-organizer for a couple of meetups in Oakland,
which is Oakland artificial intelligence Meetup
and Oakland Power BI meet up.
In my pass time,
I have a passion for teaching kids all
about technology, and that has
resulted in me setting up a KidsTech Charitable Trust last year,
for which I am the director.
Now I'm working as a senior data consultant in datacom.
Now, let's look at today's agenda.
I'm going to cover three tips.
How to create small multiples, and how you
can take your charts to that next level using images.
Also, I'm going to show you how to create a Slicer panell.
Let's get started. Here,
I have a chart showing the revenue by year.
This shows that the revenue is increasing.
I want to understand whether this pattern is
similar to the different manufacturers.
I go, and add the manufacturer to the legend.
Now, this looks colorful,
but does it make any sense when we look at it?
It has too many bars, and too many colors.
The users will find it harder to come
to any conclusions by looking at
this kind of visuals as this is not
simple to understand, and also it is not easy.
Another way we can do,
is to create copies of the same visual, and
filter each of them out by each manufacturer.
So I am creating copies.
I have created four copies, and then I'm filtering
each one by each of the manufacturers, and also changing the title.
I changed the first one's title, and then formatted that to center
the title and then
copied the format to all the four visuals.
Then you can see how high maintenance this is,
if we want to change any visuals.
Because we have to change all the copies.
So if you have 10 manufacturers,
you will be doing 10 changes every time
there is some change so this won't work.
I'm going to delete the copies, and this is when we can
use the small multiples feature that is there in the charge.
This is available in all the line,
area, bar, and column charts.
I'm going to drag the manufacturer,
to Small multiples field,
and it automatically creates the multiples.
Now since I had the first filter for
the manufacturer I'll create clear that, and then you
can see that it automatically created
small charts by, manufacturer.
We can format each of them.
Here you can see the small multiple title there, and
also you can see
the grid layout, and you can use all the format features in that.
First of all, I need to change the title because
it's not just for one.
The main title is there at the top as revenue by
year, and then you can go to the grid layout.
You can format the small multiple title user
formatting if you want to increase the size, and also center.
I'm going to go to the grid layout,
and you can change the rows, and columns.
I'm going to change it to
two rows, and you can change it to three columns as well.
Also, if you want,
you can change the background color to something nice.
I prefer gray,
so I'm just going to change it to gray.
Also, you can sort the multiples,
by manufacturer, so that you can
do ascending, or descending order.
Now, for example,
if you want to create small multiples, and
take it to the next level by dynamically choosing your categories.
Let's say I want to see the revenue by year,
by manufacturer, country, and product category.
We can achieve this by creating
a disconnected table, and a measure.
This disconnected table should
contain all of the distinct values of the categories.
What this disconnected table has is,
the selection type, we are choosing three manufacturer type,
country, type, and product category and it
has all the values for each of these categories.
Once that is done,
then you create a new measure,
which is a revenue dynamic category that I have created.
Here I have created a variable called Selectedcat,
which gets the selected value of the selected type,
and if there is nothing,
then it defaults to manufacturer type.
There is a switch statement here.
If you select manufacturer type,
then it uses a TREATAS function,
which applies the result of a table expression as it filters to
columns from an unrelated table
because this table will be disconnected.
Now here I am using that in a slicer,
with the selection type.
If you click on Country, this should change.
Now it is not changing, because I didn't change
the measure into the values.
I'm now going to add measure,
into the values and remove the regular revenue.
Now, if you choose the manufacturer type,
it is showing by manufacturer.
If you choose the country type,
it is showing by country.
If you choose product category,
it is showing by product category.
That is the small multiples.
Now we're going to do the second demo of
using an image in the axis.
Now let's look at this Power BI file
where I have count of Facebook reactions by reaction type.
You have these reactions in Facebook, like,
smile, laugh,
wow, and sad, and angry.
How can you achieve this?
What I want to display is; for like,
I want to display some icons instead of these words.
How can you achieve this?
Let us see. In the model,
what I have is,
I have the Facebook reactions
as reaction type, and the number of counts.
What also I have is,
I have got Unicode code by reaction type.
If it is smile the Unicode code is 128578.
Like that I got from the Internet.
I got these Unicode codes.
These Unicode codes,
I'm going to create a new column
which uses these Unicode in the Unicode function.
I'm using the Unicode function, and
then passing this Unicode to that function.
That's how I have created my icons here.
Now, what I will do is,
I'll go back to my visualization, and just use
that particular reaction type in the axis.
This is the reaction type,
I'm going to use that in the axis.
This is the reaction type.
See you can use these icons in the axis.
You can take your report to the next level by doing that.
This finishes my second demo.
Now, for our final demo of creating a Slicer Panel.
In order to do that Slice Panel,
what I want to do is I'm going to add a shape here,
a rectangle shape with Country Slicer, and some other Slicer.
Let's go and click on the "Country slice" on the shape.
I'm just going to adjust it a bit like a Panel,
and I'm just going to format it, I will leave it.
I don't like the green color,
so I'm just going to go with the a yellowish color.
On the panel, what I'm going to do is,
I'm going to add a Slicer,
I will have country there
and I'll format the Country Slicer
to the color to something different.
Background on, and then,
yeah, I think that should be fine.
I'll just do increase the text size of it.
I don't exercise this, and
then I'm going to change the color of the item,
the text to black.
Yeah, that's a bit more prominent.
Also, I will have a Year Slicer.
I just copy paste this Slicer because I want
to go, and add another Slicer here.
Click on the outside, and go to the Visual Bank and add a Slicer.
In that, I will add the year, and change that to
format. Then format this one to list.
I have all the years.
This is our Slicer Panel,
and also I need a couple of arrows here.
I will add again,
go into the shapes, and add my arrows.
I will add one arrow here and rotate it.
This doesn't look that great,
but let us use that.
I'm going to rotate this one to 90 degrees.
This is 90 degrees,
and put it here, and copy the same thing,
and then copy this
and paste it somewhere outside.
Then I'll rotate that to 180 degrees.
I think 180 degrees should be fine,
180 or 270,
270 it should be so 270 degrees.
Now, because we are hiding this one,
let's group the visuals.
In order to do that, first,
what we need to do is go to "View".
We need these two panels:
Selection Panel, and the Bookmarks Panel.
Now, we can close the fields, and
the format chain, format balance.
Now what we need to do is,
if I click on here,
that is the Left arrow.
I'm just going to name this so that it's easier.
Left arrow.
This one is
right arrow, and this is a year slicer.
This is country slicer,
and this one is the rectangular shape.
The baby can achieve the,
slicer panel is,
first, we need to group these visuals.
One, Control-click and then,
yeah Shift will work.
My mouse is playing up,
so I'm using my hand.
At least touch screen is working.
Now I'm going to group them.
Go to format and group.
Now you can rename this group to Slicer panel.
This is is the left arrow. I want
the right arrow to be part of this.
I'll just put the arrows at the top for now.
The way you order is the way you can see that.
I want the right arrow also to be part of the Slicer panel group.
I'll just click that again, and then put it inside the group.
Shift and put it inside the group,
so format and then group.
This is my group, and left arrow will be on itself.
Now, we can achieve the Slicer panel movements using bookmarks.
I'm going to add two bookmarks,
one for opening the slicer, and the other for closing the slicer.
First one is, I will move this.
Left one is again at the top.
I'm arranging that at the top.
When you click on the left,
the slicer panel should close,
and when you click on the right,
the slicer panel should open.
Let me create the bookmarks.
Before creating the bookmark,
I want to hide the Group one slicer.
That is the arrow.
This is one of the view that I want to show.
I'm going to add a bookmark now.
This bookmark is Closed Slicer.
I'm going to rename that.
One thing that you need to remember to do
is click on the dot-dot-dot,
and remove the data part of the options.
That will be the closed slicer.
The other one is,
when the slicer is open,
you need to hide the left arrow.
What we need to do is hide the left arrow,
unhide the group,
and that will be another view.
What we can do is add another bookmark.
I hit on "Add",
and then I'm going to rename the bookmark now to open slicer,
and again remove the data part from here because we
don't want the bookmark to have the data to be stored.
Now we can know our bookmarks are ready. We can
assign the bookmarks now.
What we need to do is just go to the left arrow
here, closed slicer.
Now go to the left arrow, and
assign the bookmark as in the format pane,
assign the bookmark as,
action as open bookmark.
Drop-down, and Action on,
bookmark page, and you can give open slicer.
Once you do that,
if you go to the bookmark itself,
then if you Control click,
it will open the slicer.
The other one that we need to do,
another bookmark, is you click on the Right Arrow.
For the right arrow,
you need to add an action of closing the bookmark.
Again, add an action,
close the bookmark,
type as bookmark, and closed slicer.
That way you can open the bookmark, and close the bookmark.
When you Control click on this, it will go.
Then when you Control Click on this Arrow,
the slicer panel will open.
That is the demo for the slicer panel.
Hope you have enjoyed
all these three tips, and thank you for listening.
>> Thank you for sharing ways we can take our
Power BI reports to the next level, Indira.