I have a Master Detail* report page created using the App Builder -> Create Page. The master report shows customer orders (ORDERS table). The detail report shows the products that the customer ordered (ORDER_ITEMS table).
The master report (ORDERS table) has a date column (ORDER_DATE). In the report, the date column header is a datepicker item in which you can select an dropdown of past dates to sort the report.
I would like to include another report region at the bottom of this page to show the total dollars from the range. (Ex: if a user selects Last Month, then I want the report to show the sum of the total dollars from last month).
I've been able to do this in a custom page that I've built using by adding two datepicker items.
However, in a 'pre-built' Master Detail page using App Builder, I don't see the datepicker item to manipulate.
How can I grab the datepicker item and access it's functions (to query results for the additional report) and dynamic actions (region refresh)
That column header is not a page item, it is the native column filter functionality from the interactive grid component. It's not possible to "Grab it and put it elsewhere". There are a couple of options.
Create a separate date picker item in a region above the report where the user selects the from date or range and refresh master region when values change. Make sure to disable column filtering then in the interactive grid region.
Another option is to add a dynamic sum at the bottom of the report. That is described here. Or calculate the sum and put it in a page item. The post above references an example in the interactive grid cookbook that you can use.
Related
I have create a power bi report which contains a table with several columns.
This column contains a list of customers.
What i want to do is to allow user to click on one customer (on one row).
I want to open another table to see the customer's invoices list.
Is it possible to do that with power bi.
I have read a lot of documentation and it does not seem to be possible.
I am asking you because i do not want to miss something
Thanks
Yes possible. You can check Drill Through or Tool-tip options in Power BI. In case of Drill Through, you will need to design a new page with the Invoice details considering a customer and enable the Drill Down option of this page. Finally when you will right click on a specific customer, you will get an option to navigate to that Invoice page. After navigate to that page, you will get the Invoice for that customer you right clicked.
In case of Tool-tip, here you also need to design a separate page with Tool-tip enabled. In this case, if you configure everything correct, you will able to see the invoice as a pop up window rather than opening a new page.
Now you can select the appropriate option for you and there are lot of tutorial available explaining how Drill Through and Tool-tip works in Power BI
=====Work Around======
Here is an alternative option to tool-tip and drill through-
For example you have a page with Region list. Just add a Blank Button below the list and change the type as below-
Now create your Invoice page and add Region to the drill through property as shown below-
Now go back to main page and map the invoice page to the button as shown below-
Now, the invoice button will only enable when a Region is selected in the list and when you click on the button, this will open the Invoice page for the selected Region.
Sample screen shoot-
1. No Region selected, button is disabled-
2. One region selected and the button is enabled now-
3. Button enabled as Asia is selected. When click on the button it opened the Invoice page with Asia data-
I created a report and a form separately rather than creating a "report with form" in my Oracle Apex application. Because of this there are no update buttons that appear on the left of every row in the report like it does when creating "report with form". How can I add these buttons such that I can use same form, which I am currently using just to create new records, to also update records?
I am assuming the report is in Interactive Report type.
Those are the ones which are normally created for report with form.
In which case if you go under the reports attributes the first one is Link,
by default it should be set to Exclude Link column. You should set it to Link to Custom Target, then define the link to go to your page and set the Primary key item.
And on your form page you also need to set an After Header process to fetch the row and fill the page items based on the filled Primary key. Or you can do something custom here, whatever floats your boat.
I have a visual for daily upload count. in which i have to show today's upload count along with previous date in filter.
My manager has asked me that user should be able to see the today's count by default and he should be able to select previous dates in drop down slicer panel.
I have taken "slicer" visual for date filters as shown in below picture.
If i publish this report with select dropdown it doesn't change after refreshing the current data. i want it to select the latest date by default when we refresh the data. and also previous dates should be there in dropdown.
For you use case, I would create a calculated column in your dataset that returns a flag that can be filtered for the latest date
For example:
Column = IF([Date] = TODAY(), 1, 0)
You can then set a filter on the calculated column in the filter pane, on '1' and it will show the latest selected date. When the data refreshes it will update TODAY() based on the refresh day. You can also add on/offsets, for example TODAY() +1
Another method would be to calculate the MAX date in your data set and use that to drive the filter again use the IF Clause.
It is best practice to have some sort of defined calendar table, that can drive date, period and current days/month/etc. My example can be found here
If you want a default filter you have to select it at the filter pane.
Drag and drop your filter into it and select the value. Then publish your report. Now your selected filter is the default.
I have a big report that has 30+ pages
I have created a new page for filters
I added the Month filter in the filter page, this report is going to be filtered based on that month filter.
When I select a month, the filter works only for its page, does not apply filter for the whole report
How can I make filter apply for the whole report
PS : I have added the month to the report level filters, but this is not what I want.
This report is need filter control
If you have the same slicer across multiple pages, then I'd recommend syncing them as explained in slicer documentation page.
Image from that page:
Normally in BI tools, I open a report page, see empty tables, their column names, and empty charts. I select some filters from header place and click on the View button to query report and see the result.
But in PowerBI, when I open a published report page, I see a completely rendered report. If I want to apply a date range, I have to run report again. In this way, my report query runs twice, but I don't want to spend my CPU power on the initial rendered full report with data.
How can I prepare reports and publish in PowerBI, which End users may see an empty page or empty charts? The report must be displayed with data only if the end-user selects the filters and click on any apply button.
Q: How to render report charts after filters are applied in PowerBI?
A: Bookmarks
Yes, even empty reports can easily be done using the feature in Power Bi Desktop. The idea behind a Power Bi's bookmark is that it will remember or preserve your report page visuals in any filtered state.
So, to get the empty report style, set your filters or slicers so that no results are displayed in your report page, then save things as a bookmark. Click Add in the bookmarks pane, and name it to something you will remember.
Then on the main index page for your reports, link to your report using that bookmark to your report with empty results.
Example
Turn on bookmarks by clicking the bookmarks pane checkbox under the view menu:
Note: If you are using a version prior to March 2018, the bookmarks are a preview feature and might not be found in the view menu.
For the following report data:
The below report which displays song data in a table, number of songs in the card on the right and a date slicer below. Note the date range intersects some of the song dates in the data and these are the songs displayed in the reports table and card:
If you then enter in a dates into the slicer (12/31/1970) that do not intersect the dates in the table, this will zero out the report:
Then you go to the bookmarks pane and Click the Add button at the top as Bookmark 1. Right-click and rename to "Blank Song Report".
Now anywhere in your presentation, you can link back to a blank song report using this "Blank Song Report" bookmark. Being able to save reports in a certain state is a powerful feature and you can achieve this through Bookmarks.
re: CPU power
All CPU power spent on Power Bi Reports is on the client side of things. If the reports are run inside of Power Bi Desktop that is in a program on the users computer. If the report is served from Power Bi service or from Power Bi Report Server the users browser will be running and rendering the report via JavaScript. So there is no need to worry about "CPU spend", because it will all be on the client side.