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-
Related
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.
I saw a power bi dashboard that allows me to click on the ID number in a table then when I click on a button, it shows another page and everything is already filtered to that ID number. I don’t have the file (just saw the published dashboard) so I don’t know how they did it. Note that I don’t want a slicer. I want to be able to click on the ID in the table visual and automatically filter another page.
As mentioned in the comments, it’s the drill through function
I am trying to build a dashboard where there are three tables - Class, Subject, School. Is it possible to display details of the subjects on the click of a class and if we select one of the subjects it should reflect schools that are related to subjects like one shown in the image?
All the visuals you want to have live interaction should be from a single report, and then you can pin that whole report to a dashboard.
Or just use a report page instead of creating a dashboard at all.
I have a problem about my filters in power bi. I have 3 different pages and they have all same filters. In my first 2 pages, I want to be able to select "select all" option. For this, from format section and selection controls, I selected "select all". Its fine for my first two pages. But in the 3. page, I have to select just one option, therefore i made it "single selection" from selection controls. But when I made it single selection, first 2 pages are changed too. What can I do about this?
If all of the filters (slicers) are the same, then for the 3rd page you need to turn of sync slicers.
You can view the sync slicer settings by going to View -> Show -> Sync slicers which will open a new right hand side menu, showing you which slicers are set to sync across which pages.
For more information refer to the following article: Slicers in Power BI
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.