PowerBI Visual Designs

This covers material from the following Microsoft Learn modules:

Note that we do not cover all of these features in detail. Focus on the items shown below.

Vis designs

Create the following charts

Create the following non-chart data displays:

For each, be able to set the title and axis label.

Tips:

Elements:

Conditional formatting

Right-click on a field in a table or matrix
Select conditional formatting
- Pick style, such as background or font
- Pick a scale

Spark-line

A bookmark is used to save the state of a page. Define a bookmark, and then assign buttons to switch between different bookmarks.

Create your data displays
Go to view and turn on both “Bookmarks” and “Selection”
Repeat for each view of your data:
- Hide/show charts
- Create a bookmark
Create a button and assign it to activate the correct bookmark
- Note that the text of the button is under Format / Style / Text
- Control-click to activate the button

You can also use bookmarks to navigate between pages.

Create your pages
Add a blank button
Go to the button action, pick Page Navigation, and select the correct destination page.

You can create a custom tooltip page.

Process:

Create a new report page
Format page
- Change size (Canvas settings card, Tooltip size)
- Allow use as tooltip (Page information)
Manually register the page as a tooltip for your visual
- Go to the report page and pick the chart
- Go to Format Visual, and expand General
- Scroll to tooltip and pick the page you created

Create a custom view for mobile devices