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This month's modest update allows you to use Excel financial functions in DAX, show a gradient legend and change your slicer header, among other minor changes.
- Changes in the July 2020 update to Power BI Desktop
- Using financial functions from Excel in Power BI
- Gradient legends
- Customisable slicer headers
- Relative time filters
- Q + A updates (this blog)
Posted by Andy Brown on 23 July 2020
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Q + A updates
Yet more updates to the Q&A visual!
Some of these features are shown as being in preview, but they're available in the default version of Power BI so I've included them in this blog.
A quick refresher to start
You can add a Q&A visual like this:
Either click on this visual, or just double-click on the background of your report page.
Type in a question:
Here I've asked Power BI to show me total quantity sold by region.
Adding synonyms easily
It's now much easier to maintain a table of synonyms and exclusions. First bring up Q&A settings:
Click on the cog icon to bring up the Q&A settings dialog box.
Choose to show field synonyms:
Choose the tab shown above.
You can either choose one of the suggested synonyms, or add your own:
Here I've decided I want to call my Region field Department, which isn't one of the default suggested terms.
Add this in:
Type the field synonym and press Enter.
You can now use Department as a synonym for Region:
The synonym has been added.
Microsoft claim that if you rename the title for a chart this new name will automatically be added to the list of synonyms for the relevant field, but I couldn't get this feature to work.
Excluding tables and columns
You can use the Field synonyms tab shown above to exclude tables and/or columns:
Here I've removed the ability to create Q&A visuals by centre or centre type, or by using the EnvironmentId column.
There's a new colour in town! You could already see red and blue:
Blue shows a term is understood; red shows it isn't.
You may also sometimes now see orange, showing a term is ambiguous:
You can click on the word date for this example to choose which date field you mean.
Better Q&A Pop-up
The pop-up which appears when you click on a Q&A button is now better:
A typical Q&A button.
To quote Microsoft: "you will now see the pop-out aligns with the Q&A visual experience. It [the pop-up] also contains any suggested questions you have defined in Q&A setup. Questions that have been saved to existing Q&A buttons will be consolidated under the suggested questions section in Q&A setup."
I admit that this isn't a feature of Power BI that I often use, so I'll leave it to you, the reader, to decide how much this pop-up has changed!