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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		6
1.2	URLs in Tables	Displaying Text Entries as URLs Displaying URLs as Icons Displaying Other Columns as Clickable URLs	7
1.3	Sorting by Multiple Columns		9
1.4	Preventing Data Grouping	Preventing Summarising for a Single Field Changing the Default Summarisation Options	10

Chapter 2 - CONDITIONAL FORMATTING▼

Section	Title	Subsections	Page
2.1	Conditional Formatting		11
2.2	Applying Conditional Formatting to Fields	Applying Conditional Formatting through the Field Well Applying Conditional Formatting through the Format Pane	12
2.3	Gradient Effects	Adding a Middle Colour	13
2.4	Rules-Based Conditional Formatting		14
2.5	Data Bars		15
2.6	Formatting Using Field Values	Using SWITCH to Generate Colours	16
2.7	Displaying Icons		17

Chapter 3 - DYNAMIC FORMATTING▼

Section	Title	Subsections	Page
3.1	An Example of Dynamic Formatting		18
3.2	Applying Dynamic Formatting		19

Chapter 4 - TOOLTIPS▼

Section	Title	Subsections	Page
4.1	Overview		20
4.2	Basic Tooltips	Minimal Tooltips Configuring Basic Tooltips Adding Fields to Tooltips	21
4.3	Static Report Pages	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	23
4.4	Dynamic Report Page Tooltips	Step 1 – Creating the Tooltip Page Step 2 – Creating the Report Page for the Tooltip Step 3 – Assigning Fields to the Tooltip Report Page Step 4 – Choosing When to Show your Tooltip Step 5 – Choosing whether to Keep Filters Step 6 – Assigning your Tooltip Report Page to a Visual	26
4.5	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	29

Chapter 5 - DATA ANALYTICS▼

Section	Title	Subsections	Page
5.1	Overview of Lines		31
5.2	Adding Lines		32
5.3	Trend Lines	The Combine Series Option	33
5.4	Forecast Lines		34
5.5	Anomalies	Showing the Expected Range Showing Anomalies Explanatory Fields	35
5.6	Symmetry Shading		37
5.7	Ratio Lines		38

Chapter 6 - DECOMPOSITION TREES▼

Section	Title	Subsections	Page
6.1	Overview		39
6.2	Creating and Using	Creating a Decomposition Tree Using a Decomposition Tree Removing Unwanted Levels Expand and Collapse Options Locking Levels	40
6.3	Formatting Decomposition Trees	Title and Subtitle Tree Density Changing the Connectors Formatting the Data Bars	43
6.4	AI Splits	Turning AI Splits Off Absolute Splits Relative Splits	45

Chapter 7 - KEY INFLUENCERS▼

Section	Title	Subsections	Page
7.1	Creating a Key Influencers Visual	Using Multiple Explanation Fields Changing the Analysis Type Binning Values Displaying a Count of Values The Expand By Option	47
7.2	Top Segments	Viewing Top Segments Drilling into a Segment	52

Chapter 8 - ADVANCED CHARTS▼

Section	Title	Subsections	Page
8.1	Waterfall Charts	Parts of a Waterfall Chart Creating a Waterfall Chart	53
8.2	Ribbon Charts	Formatting Ribbon Charts	55

Chapter 9 - QUICK MEASURES▼

Section	Title	Subsections	Page
9.1	About Measures		56
9.2	Creating Normal Measures	Step 1 - Creating a Measures Table Step 2 – Adding a Measure	57
9.3	Starting Quick Measuresw		58
9.4	Example: Comparison against Single Items	Choosing the Calculation Type and Base Value Specifying the Filtered Value Viewing and Tidying Up your Quick Measure	59
9.5	Example: 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	61
9.6	Example: Line Chart Averages	Creating the Base Measures Reviewing the DAX Creating the Final Measure The Final Chart	63
9.7	Example: Running Totals		65

Chapter 10 - Q&A VISUALS▼

Section	Title	Subsections	Page
10.1	The Q&A Visual	Creating a Q&A Visual Making the Visualisation Permanent Formatting Q&A Visuals	66
10.2	Improving the Q&A Experience	Ambiguous Terms Adding Synonyms (1 of 3) – using Model View Adding Synonyms (2 of 3) – Setting Field Synonyms Adding Synonyms (3 of 3) - Teaching the Q&A Feature	68

Chapter 11 - NARRATIVES▼

Section	Title	Subsections	Page
11.1	Smart Narratives	What are Smart Narratives? Creating a Smart Narrative Formatting Values Generated Smart Narratives are Dynamic	71
11.2	Explaining Changes		73

Chapter 12 - BUTTONS AND SHAPES▼

Section	Title	Subsections	Page
12.1	Overview	Types of Clickable Objects Types of Action	74
12.2	Adding Clickable Shapes		75
12.3	Adding Clickable Images		76
12.4	Adding Clickable Buttons	Adding the Button Setting Default, Hover, Selection and Disabled Effects Formatting Buttons	77

Chapter 13 - BOOKMARKS▼

Section	Title	Subsections	Page
13.1	Examples of Bookmarks		79
13.2	Our Case Study	The Bookmarks Needed	80
13.3	Creating Bookmarks	Naming your Visuals in the Selection Pane Displaying the Bookmarks Pane Creating Bookmarks	81
13.4	Configuring your Bookmarks	Step 1 – Data Settings Step 2 – Display Settings Step 3 – Update the Bookmark Step 4 - Linking to your Bookmarks	83
13.5	Linking to Pages using Bookmarks	Creating the Home Bookmark	85
13.6	Bookmark Navigators	Assigning Bookmarks to Groups Adding a Bookmark Navigator Formatting the Selected Bookmark Controlling Deselection Behaviour	86

Chapter 14 - IDEAS FOR BOOKMARKS▼

Section	Title	Subsections	Page
14.1	Clearing Filters and Slicers	Creating the Slicers and Action Button Clearing the Slicers Creating and Customising your Bookmark Attaching the Bookmark to your Action Button	89
14.2	Clicking on Pictures to Filter Charts	Setting the Scene Setting the Bookmarks to Filter Attaching the Bookmarks to the Images	91
14.3	Sort Icons	Creating the Buttons Create the Bookmarks Configure the Bookmarks	93
14.4	Tabbed Controls	Creating the Visuals Creating the Tabbed Effect Creating the Bookmarks Attaching the Bookmarks to the Tabs	95
14.5	Pop-Up Buttons	Creating Each Help Message Creating the Bookmarks Assigning Actions to the Bookmarks	97

Chapter 15 - PAGE NAVIGATION▼

Section	Title	Subsections	Page
15.1	Overview		99
15.2	Page Navigators	Formatting Page Navigators	100
15.3	Simple Custom Page Navigators		101
15.4	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 Step 5 – Setting the Tooltip	102

Chapter 16 - ADVANCED DRILL-THROUGH▼

Section	Title	Subsections	Page
16.1	Our Example		105
16.2	Creating the Basic Drill-Through	Creating the Required Pages and Visuals Controlling Filtering Creating a Back Button	106
16.3	Making Drill-Through Easier	Drill-Through using your Left Mouse Button Drill-Through Buttons Our Example Button Creating the Button Configuring the Disabled Appearance Creating a Measure for the Enabled Button Text Showing this Measure’s Text on your Button Conditionally Disabling a Button	108
16.4	Categorised versus Summarised		113
16.5	Cross-Report Drillthrough	Step 1 – Enable Cross-Report Drillthrough Step 2 – Create a Drillthrough Target Report Step 3 – Publish the Reports Step 4 – Test the Drillthrough Feature	113

Chapter 17 - CUSTOM VISUALS▼

Section	Title	Subsections	Page
17.1	Introducing Custom Visuals		116
17.2	Possible Disadvantages of Custom Visuals	Difficulty of Use Cost and Reliability	117
17.3	Creating and Deleting Custom Visuals	Installing Custom Visuals Using Custom Visuals Deleting Custom Visuals	118
17.4	Pinning and Unpinning Visuals	Pinning Visuals Unpinning Visuals Restoring the Default Visuals	120

Chapter 18 - EXAMPLES OF CUSTOM VISUALS▼

Section	Title	Subsections	Page
18.1	Visuals Covered		121
18.2	Chiclet Slicers	Step 1 – Ensure you have an Image URL Step 2 – Create your Chiclet Slicer Step 3 – Setting the Images Step 4 – Formatting the Slicer	122
18.3	The Play Axis Visual	How it Works Setting the Play Axis Slicer Field Animation Settings Formatting the Caption	124
18.4	The Aquarium Custom Visual		127

Chapter 19 - INFOGRAPHICS (PICTURE CHARTS)▼

Section	Title	Subsections	Page
19.1	Assembling what you Need		128
19.2	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 Adding Text Labels	129

Chapter 20 - SYNOPTIC PANELS AND MAPS▼

Section	Title	Subsections	Page
20.1	Overview		134
20.2	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	135
20.3	Creating Synoptic Panels		138
20.4	Formatting Synoptic Panels	The Toolbar Colours Data Labels Using States to Show Colours Further Reading on States	139

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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