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Courseware

Advanced Power BI (Reports) course manual

Here are the chapters included in this course manual (we use exactly the same manuals for our classroom and online Power BI courses).

Click here to download a sample of the first two chapters of this Advanced Power BI (Reports) manual, or review how to license our courseware.

Chapter 1 - ADVANCED TABLES▼

Section	Title	Subsections	Page
1.1	Showing Images in Tables		7
1.2	URLs in Tables	Designating Columns as URLs Displaying Other Fields as Links	8
1.3	Sorting by Multiple Columns		10
1.4	Preventing Data Aggregation	Preventing Summarising for Single Fields Changing the Default Summarisation Options	11

Chapter 2 - ADVANCED SLICERS▼

Section	Title	Subsections	Page
2.1	Sync Slicers	What are Sync Slicers? Viewing Sync Slicers What the Symbols Mean Grouping Slicers	12
2.2	Applying/Clearing All Slicers	How Applying/Clearing Slicers Works Adding the Buttons Showing a Pending Icon	14
2.3	Tricks with Slicers	Changing Date and Numeric Slicers Slicer Interactions	16

Chapter 3 - FIELD PARAMETERS▼

Section	Title	Subsections	Page
3.1	Our Example		17
3.2	Creating Field Parameters		18
3.3	Using Field Parameters	Viewing and Editing the Parameter Improving your Slicer Referencing Field Parameters in Visuals Referencing the Field Parameter in a Visual Title	19

Chapter 4 - NUMERIC RANGE PARAMETERS▼

Section	Title	Subsections	Page
4.1	Our Example	The Steps to Follow	21
4.2	Creating and Using Numeric Range Parameters	Step 1 – Create the Numeric Range Parameter Step 2 – Customise the Slicer Step 3 – Create a Quick Measure to Show your Data Step 4 – Display your Measure in a Visual	22

Chapter 5 - CONDITIONAL FORMATTING▼

Section	Title	Subsections	Page
5.1	Conditional Formatting		26
5.2	Applying Conditional Formatting	Setting Conditional Formatting Changing Conditional Formatting	27
5.3	Gradient Effects	Adding a Middle Colour	28
5.4	Rules-Based Conditional Formatting		29
5.5	Formatting Using Field Values		30
5.6	Data Bars		31
5.7	Displaying Icons		32

Chapter 6 - DYNAMIC FORMATTING▼

Section	Title	Subsections	Page
6.1	Our Example		33
6.2	Creating our Example	Creating our Card Applying Title Dynamically Formatting Applying Other Dynamic Formatting Copying our Visual	34

Chapter 7 - TOOLTIPS▼

Section	Title	Subsections	Page
7.1	Overview		37
7.2	Legacy vs Modern Tooltips		38
7.3	Basic Tooltips	Applying Basic Tooltips Formatting Tooltips Standardising Tooltip Formatting Adding Fields to Tooltips	39
7.4	Static Report Page Tooltips	Step 1 – Create the Tooltip Page Step 2 – Setting the Page Size Step 3 – Hiding your Report Step 4 – Creating the Tooltip Report Step 5 – Assigning a Report Page to a Tooltip	42
7.5	Dynamic Report Page Tooltips	Step 1 – Creating the Tooltip Page Step 2 – Adding Content to the Tooltip Page Step 3 – Assigning Fields to the Tooltip Report Page Step 4 – Choosing By Category or Summarized Step 5 – Choosing whether to Keep Filters Step 6 – Assigning your Tooltip Report Page to a Visual Step 7 – Customising the Title	45
7.6	Visual Header (Help) Tooltips	Step 1 – Creating the Tooltip Page Step 2 – Creating the Report Page for the Tooltip Step 3 – Assigning your Page to the Visual Header	49

Chapter 8 - STATISTICAL CHARTS▼

Section	Title	Subsections	Page
8.1	Types of Statistical Chart		51
8.2	Trend Lines	The Combine Series Option	52
8.3	Showing Forecasts		53
8.4	Reference Lines	Adding a Reference Line Formatting a Reference Line Deleting Reference Lines	54
8.5	Anomalies and Expected Ranges	Showing the Expected Range Showing Anomalies Explanatory Fields	56

Chapter 9 - DECOMPOSITION TREE▼

Section	Title	Subsections	Page
9.1	Overview		58
9.2	Creating and Using	Creating a Decomposition Tree Using a Decomposition Tree Removing Unwanted Levels Expand and Collapse Options Locking Levels	59
9.3	Formatting Decomposition Trees	Title and Subtitle Tree Density Changing the Connectors Formatting the Data Bars	62
9.4	AI Splits	Turning AI Splits Off Absolute Splits Relative Splits	64

Chapter 10 - KEY INFLUENCERS▼

Section	Title	Subsections	Page
10.1	Creating a Key Influencers Visual	Using Multiple Explanation Fields Changing the Analysis Type Binning Values Displaying a Count of Values The Expand By Option	66
10.2	Top Segments	Viewing Top Segments Drilling into a Segment	70

Chapter 11 - ADVANCED CHARTS▼

Section	Title	Subsections	Page
11.1	Ribbon Charts		72
11.2	Funnel Charts		72
11.3	Waterfall Charts	Parts of a Waterfall Chart Creating a Basic Waterfall Chart Showing Breakdowns	73

Chapter 12 - QUICK MEASURES▼

Section	Title	Subsections	Page
12.1	What are Measures?	Ways to Create Measures	76
12.2	Creating Normal Measures	Step 1 - Creating a Measures Table Step 2 – Adding a Measure	76
12.3	Creating Quick Measures	Step 1 – Adding a Quick Measure Step 2 - Choosing the Calculation Type and Base Value Step 3 - Specify any Filtered Value Step 4 - Viewing and Tidying Up your Quick Measure	78
12.4	Quick Measures using Copilot	Problems with Copilot Quick Measures	80
12.5	Example 1: Listing Selected Items	Creating the Slicer Selection Quick Measure Displaying the Slicer Selection Creating a Measure to Show the Visual Title Showing a Dynamic Title	81
12.6	Example 2: Line Chart Averages	Creating the Base Measures Reviewing the DAX Creating the Final Measure The Final Chart	83
12.7	Example 3: Running Totals		85

Chapter 13 - Q&A VISUALS▼

Section	Title	Subsections	Page
13.1	The Q&A Visual	Creating a Q&A Visual Using a Q&A Visual Ambiguous Terms Making the Suggested Visual Permanent	86
13.2	Formatting Q&A Visuals		88
13.3	Improving the Q&A Experience	Q&A Setup Adding Synonyms Directly Adding Synonyms by Teaching Q&A Adding Suggested Questions	89

Chapter 14 - NARRATIVES AND EXPLANATIONS▼

Section	Title	Subsections	Page
14.1	Smart Narratives	What are Smart Narratives? Creating a Smart Narrative Formatting Values Generated Smart Narratives are Dynamic	93
14.2	Explaining Changes		95

Chapter 15 - BUTTONS AND SHAPES▼

Section	Title	Subsections	Page
15.1	Overview	Types of Clickable Objects Types of Action	96
15.2	Adding Clickable Shapes		97
15.3	Adding Clickable Images		97
15.4	Adding Clickable Buttons	Adding the Button Setting Default, Hover, Selection and Disabled Effects Formatting Buttons	99

Chapter 16 - BOOKMARKS▼

Section	Title	Subsections	Page
16.1	Examples of Bookmarks		101
16.2	Our Case Study	Planning the Bookmarks Needed	102
16.3	Creating Bookmarks	Step 1 - Naming your Visuals Step 2 - Displaying the Bookmarks Pane Step 3 - Creating Bookmarks	103
16.4	Configuring your Bookmarks	Step 1 – Data Settings Step 2 – Display Settings Step 3 – Update the Bookmark Step 4 - Linking to your Bookmarks	105
16.5	Linking to Pages using Bookmarks	Creating the Home Bookmark	107
16.6	Bookmark Navigators	Assigning Bookmarks to Groups Adding a Bookmark Navigator Formatting the Selected Bookmark Controlling Deselection Behaviour	108

Chapter 17 - IDEAS FOR BOOKMARKS▼

Section	Title	Subsections	Page
17.1	Idea 1 - Default Slicer Values	Creating the Slicers and Action Button Setting your Default Slicers Creating and Customising your Bookmark Attaching the Bookmark to your Action Button	111
17.2	Idea 2 - Pictures to Filter Charts	Setting the Scene Setting the Bookmarks to Filter Attaching the Bookmarks to the Images	113
17.3	Idea 3 - Sort Icons	Creating the Buttons Creating the Bookmarks Configuring the Bookmarks	115
17.4	Idea 4 - Pop-Up Buttons	Creating Each Help Message Creating the Bookmarks Assigning Actions to the Bookmarks	117
17.5	Idea 5 - Slide-out Filters	The Source for this Idea Creating the Visuals Creating the Bookmarks Creating the Action Buttons	119

Chapter 18 - PAGE NAVIGATION▼

Section	Title	Subsections	Page
18.1	Overview		121
18.2	Page Navigators	Creating Page Navigators Formatting Page Navigators Displaying Page Navigators as Grids	122
18.3	Simple Custom Page Navigators		124
18.4	Dynamic Page Navigation	Step 1 – Creating (and Editing) the Table Step 2 – Creating the Slicer Step 3 – Creating the Button Step 4 – Setting the Button’s Action and Tooltip Step 5 – Showing your Menu on All Pages	125

Chapter 19 - ADVANCED DRILL-THROUGH▼

Section	Title	Subsections	Page
19.1	Our Example		128
19.2	Creating the Basic Drill-Through	Creating the Required Pages and Visuals Setting the Drill-Through Field(s) Controlling Filtering Hiding Drill-through Filters Creating a Back Button	129
19.3	Three Ways to Drill Through	Method 1 - Delayed Tooltips Method 2 – Right-Mouse Menu Method 3 – Enabling Drill-Through	132
19.4	Creating a Drill-Through Button	Creating the Buttons Configuring each Button’s Disabled Appearance Creating a Measure for Each Enabled Button’s Text Showing this Measure’s Text on Each Button	133
19.5	Conditionally Disabling Buttons		136
19.6	Categorised versus Summarised		136
19.7	Cross-Report Drill-through	Step 1 – Enable Cross-Report Drill-through Step 2 – Create a Drill-through Target Report Step 3 – Publish the Reports Step 4 – Test the Drill-through Feature	137

Chapter 20 - CUSTOM VISUALS▼

Section	Title	Subsections	Page
20.1	Examples of Custom Visuals		140
20.2	Adding Custom Visuals		141
20.3	Possible Disadvantages of Custom Visuals	Some Formatting Features not Supported Difficulty of Use Cost and Reliability	142
20.4	Example 1 – Word Cloud		143
20.5	Example 2 – Play Axis	How it Works Setting the Play Axis Slicer Field Animation Settings Formatting the Caption	144
20.6	Example 3 - Aquarium		145
20.7	Example 4 – Cylindrical Gauge		147

Chapter 21 - INFOGRAPHICS▼

Section	Title	Subsections	Page
21.1	Assembling what you Need		148
21.2	Creating a Picture Chart	Step 1 – Creating the Chart Step 2 – Editing the Chart Step 3 – Adding your Images Step 4 – Assigning Pictures to Data Series Step 5 - Stacking your Pictures Step 6 – Set your Picture Unit Size Step 7 - Adding Text Labels	149

Chapter 22 - SYNOPTIC PANELS▼

Section	Title	Subsections	Page
22.1	Overview		154
22.2	Creating the Image Map	Adding an Image Filling In your Picture (Colour Dropper) Filling in your Picture (Drawing Shapes) Naming the Areas Saving your Image	155
22.3	Creating Synoptic Panels		157
22.4	Formatting Synoptic Panels	The Toolbar Colours Data Labels Using States to Show Colours	159

Chapter 23 - MOBILE VIEW▼

Section	Title	Subsections	Page
23.1	Avoiding Mobile View	The Power BI App Changing your Canvas Size	162
23.2	Using Mobile View		163

Chapter 24 - THEMES▼

Section	Title	Subsections	Page
24.1	Changing Themes	Choosing an Existing Theme Importing a Theme	164
24.2	Creating a Corporate Theme (Easy Way)	Step 1 – Getting a Starting Point Step 2 – Tweaking your Theme Step 3 - Saving your Theme	166
24.3	Creating a Corporate Theme (Hard Way)	Step 1 – Understand the Main Theme Parts Step 2 – Loading your Theme in a JSON Editor Step 3 – Saving your Changes Step 4 – Making Themes More Specific	168

If you book a place on one of our courses you will automatically get access to the relevant courseware manual online, and also have the option to receive a paper copy of it.

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