Interactive Report Elements Flashcards
1
Q
How can you dictate which visualizations a slicer affects?
A
- Click on the slicer
- Go to the Format tab on the Ribbon
- Click on Edit Interactions
- In the top right corner of each visual on the page you will see two symbols
- If you want your slicer to filter the visual, click on the chart icon
- If you don’t want your slicer to filter the visual, click on the circle with a line through it.
2
Q
How can you synchronize Slicers across dashboards?
A
- Put a slicer on more than one dashboard that contains the same field. For example, region.
- Select one of the slicers
- Click on the View tab on the Ribbon and then click Sync Slicers
- Make sure the check box for visible and sync is checked for the desired pages
3
Q
What are the two most common configurable options for buttons?
A
- Visual Style
- Action
4
Q
What are some of the visual style options for buttons?
A
- Rounded button
- Rectangle button
- Pill Shaped button
- Arrow button
- Change the text
- Change the color
5
Q
What is the action of a button?
A
How it behaves when a user interacts with it
6
Q
What are some common actions?
A
- 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
7
Q
How do you add a button to a report?
A
- Go to the Insert tab on the Ribbon
- Select Buttons
- Select the action you would like
- Click on the button and place it where you would like
- While the button is selected, go to Format Button, Action
- Turn on the Action
- Select the Type of action from the drop down
- 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
- 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.
8
Q
How do you create a Drill Through button?
A
- Create desired Drill Through like normal
- Insert Button Insert->Buttons->Blank Button
- Change to Pill Shape Format Button Pane->Shape Section->Shape=Pill
- Attach Button to Drill Through Format Button Pane->Action Section->Toggle Action On->Type=Drillthrough; Destination=Drillthrough Name
- 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
9
Q
How do you create a filter button?
A
- 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.
- Insert Button Insert->Buttons->Blank Button
- Attach Button to Bookmark Format Button Pane->Action Section->Toggle Action On->Type=Bookmark; Bookmark=Desired Bookmark Name
- Change to Pill Shape Format Button Pane->Shape Section->Shape=Pill
- Change Button Color Format Button Pane->Style Section->Fill Section->Toggle Fill On->Color=Desired Color; Transparency=0%
- Change Button Text Format Button Pane->Style Section->Text Section->Toggle Text On->Text=Desired Button Label
10
Q
What do Bookmarks do in Power BI?
A
- 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.
11
Q
What are the four state options that you can save when adding a bookmark?
A
- Data properties such as filters and slicers
- Display properties such as visualization highlighting and visibility.
- Current page changes, which present the page that was visible when you added the bookmark
- Whether the bookmark applies to all visuals or selected visuals
12
Q
What elements are saved when you apply a bookmark?
A
- 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
13
Q
Benefits of bookmarks
A
- 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.
14
Q
What happens if you modify a report after you create a bookmark?
A
- 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.
15
Q
How do you create a bookmark?
A
- Filter your report in all the ways you would like and highlight any chart sections you would like to
- Click on View tab in the Ribbon
- Click on Bookmark. A Bookmarks panel will open
- Click Add
- Click on the three dots next to the bookmark and you can rename the bookmark
- Tailor any of the options you would like on the menu that opens when you click the three dots next to the bookmark name
