Power BI - Create dynamic visual title using the Selected Value function Tutorial

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Objectifs :

This tutorial aims to teach users how to create a dynamic title in Power BI using the selected value function. By the end of this tutorial, users will understand how to make titles that automatically update based on applied filters, enhancing the interactivity and clarity of their visualizations.

Chapitres :

Introduction to Dynamic Titles in Power BI
In this tutorial, we will explore how to create a visual dynamic title in Power BI using the selected value function. A dynamic title automatically changes to reflect any filters applied to the data, providing a clearer context for the visualizations.
Understanding Static vs. Dynamic Titles
Currently, the title in our visualization is static, meaning it does not change when interacting with the pie chart. For instance, when clicking on different elements or using the drill-down feature, the title remains the same. A dynamic title, however, should update to indicate the current context, such as 'Quantity Percentage by Product Name' or 'Quantity Percentage by Country'.
Creating a Dynamic Title
To make the title dynamic, follow these steps: 1. Click on the format button in the visualization pane. 2. Under the title section, select 'FX' to format by field value. 3. Change the field name to 'Category' and confirm by clicking OK. Now, when you select different categories, the title will update accordingly, such as displaying 'Quantity Sold by Country' for the selected category.
Implementing the Selected Value Function
To further enhance the dynamic title, we will create a new measure using the selected value function. Here’s how: 1. Right-click on 'Sales' in the fields pane and select 'New Measure'. 2. Name the measure and use the selected value function to pull the product category and product name. 3. Include fallback messages for cases with no filters applied, such as 'All Categories' and 'All Products'. 4. Ensure the syntax is correct and press enter to create the measure.
Applying the New Measure to the Title
Once the new measure is created, apply it to the title: 1. Go back to the format button under the title section. 2. Select 'FX' and locate the newly created measure under the sales table. 3. Validate the selection. Now, when you select a product, the title will dynamically update to reflect the selected product and category, enhancing the user experience.
Final Adjustments and Conclusion
After testing the dynamic title with various selections, you may want to adjust the spacing between words for better readability. This tutorial has demonstrated how to use the selected value function to create dynamic titles in Power BI, significantly improving the interactivity and clarity of your reports.

FAQ :

What is a dynamic title in Power BI?

A dynamic title in Power BI is a title that changes automatically based on the filters applied to the data visualization, providing context to the displayed data.

How do I create a dynamic title using the selected value function?

To create a dynamic title using the selected value function, you need to create a new measure that utilizes the function to pull the selected value from a specific column and format it accordingly.

What is the purpose of the drilldown feature?

The drilldown feature allows users to explore data at different levels of detail, enabling them to see more granular information by clicking on higher-level data points.

What should I do if my dynamic title is not updating?

If your dynamic title is not updating, ensure that the selected value function is correctly referencing the appropriate fields and that the filters are applied correctly in your visualization.

Can I customize the appearance of my dynamic title?

Yes, you can customize the appearance of your dynamic title using the format button in Power BI, allowing you to change font size, color, and other visual properties.

Quelques cas d'usages :

Sales Reporting

In a sales reporting dashboard, dynamic titles can be used to display the current product category and specific product name based on user selections, enhancing clarity and context for stakeholders.

Market Analysis

During market analysis presentations, dynamic titles can help analysts quickly convey the focus of their analysis, such as 'Sales Performance for Meat Products in France,' based on selected filters.

Inventory Management

In inventory management systems, dynamic titles can indicate the current stock levels of specific products across different regions, allowing managers to make informed decisions based on real-time data.

Customer Insights

When analyzing customer behavior, dynamic titles can reflect the selected demographic or product category, helping marketers tailor their strategies effectively.

Financial Forecasting

In financial forecasting models, dynamic titles can show the current forecast period and relevant metrics, aiding in presentations and discussions with stakeholders.

Glossaire :

Dynamic Title

A title that automatically updates to reflect any filters applied in a data visualization tool, such as Power BI.

Selected Value Function

A function in Power BI that retrieves the value of a selected item from a column, allowing for dynamic content based on user selections.

Drilldown Feature

A functionality that allows users to navigate from higher-level data to more detailed data within a visualization.

Measure

A calculation used in Power BI to aggregate data, often used to create dynamic titles or other visual elements.

Field Value

A specific value from a data field that can be used in calculations or visualizations.

Format Button

A button in Power BI that allows users to customize the appearance of visual elements, including titles.

Sales Table

A data table in Power BI that contains sales-related information, often used for analysis and reporting.

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how to create a visual dynamic title

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using the selected value function first.

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What is a dynamic title in power by the

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idea around a dynamic title is that the

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name of the title changes automatically to

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reflect any filters that may be applied.

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At the moment we will see that

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this title is static,

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meaning that when I click on any

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element on the pie chart.

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It doesn't change,

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and if I do activate the drilldown feature

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by clicking here an I go to lower levels

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based on the elements shown on the right.

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The first one is "category"

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Lower level is product name,

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then country name.

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So I click on these arrows

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to go to a lower level.

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You will see the title has not

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changed and it should be saying

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quantity percentage by product name.

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If I go to the lowest level it

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should say quantity percentage by

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country just as shown here and you

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can see the country names around

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but the title hasn't changed so

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let's make it dynamic by clicking

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right here on the format button.

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Under the title section.

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I'm going to click on "FX".

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Format by field value.

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You can change those field names

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i's already by first product name

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and I'm going to go ahead and

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switch it to category.

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First category first,

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then I'm going to say OK.

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So you see, instantly it says "beverage" So,

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let me go back to the top level.

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And let me focus this time on this

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selection meat. So when I click

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again on any of those selections.

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I can see now for the category meat.

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The quantity Sold by country.

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The problem with this is we do

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not know in each country what

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were the products are related

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to these portions right there.

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So let's create a new measure.

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Let me go back to level 1.

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So from the field's pane I'm

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going to right click on sales,

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select new measure.

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And what we're going to do here

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is create a dynamic title via

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the selected value function.

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So let's give it a name.

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And here I've located selected value and

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the argument is broken down into two parts.

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The first thing is I want

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to pull out the value.

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From the collumn that's going to

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help me filter what I want,

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and we're going to say product

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category "category" right there.

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After this I am going to say in

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case there are no applied filters.

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This is the message I want seen,

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so it's going to say all

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categories like such.

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Closed parenthesis and then no,

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not that I'm going to put the end.

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For the second portion of the argument,

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so another syntax and product.

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Close double quotes.

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After this and and again,

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the function selected value.

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Double click. This time it's going

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to be product category product name.

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Comma in case there are no

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results for this applied filter.

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Again, I'm going to type all products.

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I Make sure I type this correctly.

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And then I will close the paranthesis.

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Let me double check what I wrote down

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that should do it to press enter.

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And so my new measure is

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going to appear here.

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And now to apply it to the

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visual it's already selected.

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I go back to the format button

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under the title section again.

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Press affects an hear from based on field.

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I will go ahead and locate the measure

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I've created under sales table.

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Here it is and I just validate.

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So let's test this out.

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So if I select any product,

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let's say "cheese".

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It says cheese and product all

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products fine and if I select key cells

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maybe mozerella why not,

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It says "Cheese and product Mozerella

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Di giovanni" and just like that I've managed.

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To make the titles dynamic with the measure.

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And you see the countries are

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listed here at the third level,

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so I'm going to go back to top level.

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And back to the top.

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It says all categories and product all

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products so I can go back to my formula

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to create a space between these words.

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But we got the chance.

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So now you know how to use a selected

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value function to create a dynamic title.

Mandarine AI: WHAT YOU SHOULD KNOW

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