Power BI - Manage interactions Tutorial

In this video, you will learn about managing interactions using Microsoft 365. The video covers different use case scenarios for managers, including organizing meetings easily with Outlook, Skype, and OneNote, managing team activity with Planner Online and Smartphone, analyzing activity with Excel and Power BI, and communicating and sharing information with your team using Groups and SharePoint.
This will help you improve your management processes and productivity by applying the appropriate Office 365 tools.
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Available in Microsoft365

Objectifs :

This tutorial aims to teach users how to manage interactions in Power BI, specifically focusing on how visuals can influence each other through cross filters and how to customize these interactions for better data analysis.

Chapitres :

Introduction to Power BI Interactions
In this tutorial, we will explore how to manage interactions in Power BI. When creating a report, it consists of multiple pages, and each page can contain various visuals. These visuals allow for data analysis and are interconnected through a feature known as cross filters.
Understanding Cross Filters
Cross filters enable the visuals on your report to influence one another. For instance, when you hover over a visual, you will notice pictograms appearing at the top. Selecting an item, such as a specific individual, will impact the other visuals on the page. If you wish to reset the visuals to their original state, simply click back to the same location.
Analyzing Specific Data
To analyze a specific individual's activity, you can click on their name. For example, if you click on Thomas's name, all visuals will update to reflect his data, showing that he is managing 59 clients and has placed 532 orders.
Customizing Visual Interactions
If you want to prevent a specific visual, such as sales revenue by company, from being affected by your selections, navigate to the format tab and click on 'Edit Interactions.' New pictograms will appear in the top right corner of each visual, allowing you to customize their interactions. By selecting 'None,' you can ensure that this visual remains unaffected by your current selection.
Viewing Data in Different Formats
You also have the option to view data in different formats. For instance, in the sales revenue month-to-month change, you can see the numbers displayed per month. You can toggle between a highlighted view and a filter view by clicking the respective options. This allows for a clearer understanding of the data being analyzed.
Conclusion
Now you know how to create and manage interactions in Power BI. Understanding how to customize these interactions enhances your ability to analyze data effectively and derive meaningful insights from your reports.

FAQ :

What is Power BI used for?

Power BI is used for data visualization and business intelligence, allowing users to create reports and dashboards that provide insights into their data.

How do cross filters work in Power BI?

Cross filters in Power BI allow users to interact with visuals such that selecting an item in one visual filters the data shown in other visuals, providing a dynamic analysis experience.

Can I customize how visuals interact in Power BI?

Yes, you can customize how visuals interact by using the 'Edit interactions' feature in the Format tab, allowing you to enable or disable filtering effects between visuals.

What is the difference between highlighted view and filter view?

Highlighted view emphasizes selected data points while dimming others, making it easier to focus on specific information, whereas filter view shows only the data that meets the applied filters.

How can I reset all visuals in Power BI?

You can reset all visuals in Power BI by clicking back to the original selection, which removes any filters applied and restores the initial view of the data.

Quelques cas d'usages :

Sales Performance Analysis

A sales manager can use Power BI to analyze the performance of different sales representatives by creating visuals that show the number of clients and orders placed. By utilizing cross filters, the manager can quickly assess how individual sales activities impact overall sales performance.

Monthly Revenue Tracking

A financial analyst can track monthly revenue changes by creating visuals that display revenue data over time. By switching between highlighted view and filter view, the analyst can identify trends and anomalies in sales data, allowing for informed decision-making.

Client Engagement Monitoring

A customer success manager can monitor client engagement by visualizing data on client interactions. By using the edit interactions feature, the manager can focus on specific clients without affecting other visuals, ensuring a clear understanding of client activity.

Marketing Campaign Effectiveness

A marketing team can evaluate the effectiveness of different campaigns by analyzing data on client responses and sales conversions. By applying filters and managing interactions, they can isolate the impact of each campaign on overall sales.

Operational Efficiency Review

An operations manager can review efficiency metrics across departments by creating visuals that display key performance indicators. By using cross filters, the manager can explore how changes in one department affect others, leading to improved operational strategies.

Glossaire :

Power BI

A business analytics tool by Microsoft that enables users to visualize data and share insights across their organization or embed them in an app or website.

Visuals

Graphical representations of data in Power BI, such as charts, graphs, and tables, that help users analyze and interpret data.

Cross filters

A feature in Power BI that allows interactions between visuals, where selecting an item in one visual filters the data displayed in other visuals.

Format tab

A section in Power BI where users can customize the appearance and settings of visuals, including managing interactions.

Edit interactions

An option in Power BI that allows users to control how visuals interact with each other, enabling or disabling filtering effects.

Highlighted view

A visual representation in Power BI that emphasizes selected data points while dimming others, making it easier to focus on specific information.

Filter view

A mode in Power BI that displays data based on applied filters, showing only the relevant information according to the user's selections.

00:00:03

how to manage interactions in Power BI.

00:00:06

When you create a report,

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it's made out of pages on each page

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you can add visuals when you

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use visuals on a report.

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You can analyze data through them.

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There's a link between those visuals.

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They called cross filters.

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On any visual, when I hover over it I

00:00:25

can see those pictograms on the top.

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When I select any item,

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we can go on camile for instance.

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It impacts the other visuals.

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If I click back

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the same place I reset all the visuals.

00:00:44

If I wish to study Thomas's activity

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in particular, I can click on his name.

00:00:50

All the visuals are impacted and I

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can see that he's dealing with 59

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clients and has placed 532 orders.

00:00:59

If I don't want any impact on the

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visual sales revenue by company,

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I can go to the format tab,

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click on "edit interactions".

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You got new pictograms that appear on

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the top right corner of each visual,

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so I could go easily here and you see none.

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So now this visual is not impacted

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by what I've selected here.

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Also, I have the option, for instance.

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Here I can see "is dealing with 59 clients",

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but when I click back on "none",

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so no filter applied

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It will show the initial number.

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You also have the option,

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for instance in the sales revenue

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month to month change.

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I can see the numbers per month.

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This is the highlighted view.

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If I want to see the filter view,

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I click here.

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So again highlighted view, filter view.

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Now you know how to create

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interactions and manage them.

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