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Customizing Visuals with Power BI

Learn to customize visuals with Power BI, including working with interactive charts, using Drill Down, using the Filter Pane, and editing the interactions.

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8 Lessons (25m)

Show lesson playlist
  • Description & Objectives

  • 1. Using a Date Hierarchy

    04:31
  • 2. Drill Down

    03:52
  • 3. Working with Line Charts

    04:11
  • 4. Using the Filter Pane

    04:15
  • 5. Top N Filter

    03:25
  • 6. Edit Interactions

    04:43
  • 7. Customizing Visuals in Power BI | Interactive Video

    00:00
  • 8. Customizing Visuals in Power BI Tryout


Prev: Visualizing Data with Power BI Charts Next: Data Modeling in Power BI

Edit Interactions

  • Notes
  • Questions
  • Transcript
  • 04:43

Edit Interactions

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Edit-Interactions-WorkoutEdit-Interactions-Workout-Solution-StepsEdit-Interactions-Report-Solution

Glossary

Data Visualization Edit Interactions Filter Highlight Interactive Visuals None
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Transcript

Edit Interactions Interactive report pages are great way to allow the users to explore the data for themselves. One of the most common ways in doing this is to put slicers onto the page so they can select for instance the year or the month that they want to see and the data will automatically only use those rows.

As well as slicers we can make the page interactive by using the visuals themselves. In fact this occurs automatically when we place several visuals onto the same page.

It applies to all chart types and it can be customized so we can change how a visual interacts on a page when another visual is selected. Let's have a look at how to do that in Power BI.

So I'm just going to go to get data pull in my Excel workbook, I'll take module 5 lesson 3.

And from here, I'm going to select the credit transactions worksheet and load that directly into my report.

The first thing I'm going to do here is create two or three visuals on the page, so I'll just open up the table here and I'll start by creating a bar chart which shows me the total amount for each state.

I'm just going to change it there to a clustered bar. I'll just position it there maybe just in the middle of the page now if I just click on the canvas and add in another visual I'm going to put a pie chart in this time, and I'm going to use amount and category.

So just change it here to pie and again I just want to make sure it's positioned here lots of space around each of the visuals and do one more click on to the canvas and this time a card, so I'll bring a card in and that's just going to use the amount and that's the total amount I'm just going to make it a little smaller there and bring that into the page as well.

No, let's see what happens when we click on a slice of pie, or a bar from a chart, if I choose a slice of pie such as home and just click on it all the other visuals on the page automatically interact. So a filter of some sort is applied we can see for example the card at the bottom is filtered to give me the total amount for home and the bar chart goes into what's called highlight mode. It's a bit of both, I can see the dark shade here applies to just the home category.

And the lighter sheet then makes up the full total. It does depend on the chart type as to whether it goes into full filter mode or the highlight mode. If I click again on the size of pie that clears the filter.

If you do it the other way around if I select a bar from a bar chart, so let's say for instance. We choose New Mexico here. Click on that.

We can see all the other visuals again interact, so a filter is applied. The card goes into filter mode, so I have the total for New Mexico.

The pie chart goes into highlight mode, a bit like what the bar chart did but it is difficult to understand and to see it properly. So here's where we might need to go and customize those interactions a little bit. I'm just going to remove the filter by clicking on the bar again and go in and do that. So I need to have a chart selected first and I'll have a format tab at the top on the ribbon, and from here I can click on edit interactions. Now all this really does at the minute is place these tiny little icons at the top of the visuals on the page now at any given time I would have one visual selected. So at the minute for example, my pie chart is selected so I won't see the icons around it, but I will see them for all the other visuals if I hover over here, we have holiday interact with the chart that is currently selected. So my bar chart can go into filter mode, highlight mode, which it was doing, or I can even set it to no interaction at all.

So if I were to select a slice of pie the bar chart wouldn't change at all.

So what I'll do is I'll start with my pie chart and I'll set my bar chart to go into filter mode. If I click a slice of pie here, we see now, it's slightly different than the highlight that it did before so might keep that and then what I'll do is I'll select my bar chart and I'll change how the pie chart interacts with it. So it went into highlight mode before I'm going to change that to filter and that's really what I was wanting to do here because now that's much easier to understand as I click my way through the different bars on the chart. We don't really need to do anything with the card. So once I finished with that if I just clear the filter there I would go back up to the format tab and click on this button again to remove the icons.

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