Power BI Nesting Hierarchy Indicator to Match Power Pivot - powerbi

I have a client that is accustomed to seeing hierarchy nesting in Power Pivot using Excel that looks and behaves like this:
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Specifically, they love the plus/minus expand/collapse functionality.
We are now moving to Power BI which has a different philosophy when it comes to navigating a hierarchy. However, my client really likes the plus/minus paradigm in Power Query. Has anyone ever run across this before and come up with a workaround?

Currently, this is not possible in a matrix visual. It's a very popular request that you can vote for on the Power BI ideas site though.
It is possible to do this with a slicer though. I use the HierarchySlicer custom visual to do this.

Expand and collapse in matrix visual is coming as Public Preview.
Originally planned for October release, now moved to November.
https://learn.microsoft.com/en-us/business-applications-release-notes/october18/intelligence-platform/power-bi-desktop/expand-collapse-matrix
https://learn.microsoft.com/en-us/business-applications-release-notes/october18/intelligence-platform/planned-features

You can implement drill down features using +/- buttons in Power BI Matrix visualisation.
This facilitates an explorer style expand/ collapse navigation by clicking + / - buttons. This visualization is also good for Pivot kinda reports.
You can add +/ - buttons to the row headers through the formatting pane under the row headers card. By default, the icons will match the formatting of the row header. Additionally, you can format it with the colour and size.
Row Header properties of Matrix visualisation

Related

Managing Interactions - Power BI

Having some trouble managing interactions between slicers and graphs in PowerBI.
Some visuals are showing as not having an interaction to manage even though they change when the slicer is changed (when i say no interaction i mean there is no option to block the interaction).
I am using a line graph linked to a slicer, the data is working as it should until i try to lock in the results for one particular sub group and then block any further interactions with the visual, when i do this the data then changes.
Any help or suggestions would be much appreciated.
Lee
For your questions:
Every visual allows you to Edit Interaction, however, if you have a lot of visuals and some of them are for example on the top of your page, the icon for editing can appear invisible, however, if you move the visual to a place where there is space above the visual, it will show up (I just tested it, all visuals that were on top *(and there were other visuals below them)*, didn't show the interaction button).
So basically, move the original visual a bit, edit the interaction and put it back when it was.
If you want to show only one group in a certain visual, use the filter on this visual and then block any interactions with other visuals.

Resize Visuals in PowerBI using buttons and bookmarks

I have two visuals in the report stacked on top of each other
by default, both of the visuals occupy 50% of the space.
I want functionality like 2 buttons to focus on each visual.
Now, when I click on the 1st button it should make the 1st visual 3 times the size of the 2nd visual. Similarly, when I click on the 2nd button it should make the 2nd visual 3 times the size of the 1st visual.
How to achieve this in Power BI. Thanks in Advance.
You can use two different visuals where if you select the data it will just be highlighted.
As of now we could see that is not supported by Power Bi, if you are using the visuals then you have to adjust it prior you publish your Dashboard.
Power BI does not currently support dynamic resizing of visuals. But you can achieve this by using two versions of the same result by mutually using the visibility function.

Power BI - How to have a calculated column and place it in a merged cell?

I am new to Power BI and with the limited time given, I am stuck at how to come up with:
Below Table B-Row1 ("1/20" and "M"-Monday cell) - how to
specifically place the date measures in their specific cell and put
it in one column?
How can I merge the cells under the Total column?
How to add all the numbers from the Type1 and Type2 columns and place it in the merged cell in #2?
Any clues/direction/links on how to achieve the Target Table B below will be much appreciated.
PS. Below Table A. Current is just using Matrix Visualization in Power BI.
You can't exactly do what you are after. PowerBI allows you to rapidly put amazing visuals together however that comes at the price of lack of (easy) flexibility. You could build your own custom visual or look in App Source for a visual that does this, or build the Visual in some other tool (via custom code).
However, I'd recommend sticking with the PowerBI matrix, which will give you a cascading drill down and work out how best to align your data to it and other out of the box visuals. Once you start to delve in to convoluted work-arounds to give users data in exactly the format they request you start to burn a lot of time. Look for alternatives to tell the data's story and work with your end-user to buy in to it.
Just wanna share that I have resolved my problem not using one type of visualization, but through using 3 different visualizations in Power BI. I used:
1 Table visual for Date column
1 Table visual for Total column
1 Matrix visual for the Code+Type mapping and counts
I also used DAX function to get the Date format and another DAX function used for both Total and Code+Type counts(to filter data according to the specified date).
Thanks for the response, #Murray and #RADO.

how to group the values in power bi?

I am trying to create a power bi replicating the tableau report. In tableau, it automatically group the values when we place the columns in rows pane. But in Power BI, I am not able to group the exact same way of tableau report. Please help me how to group the values in report pane of power bi.
I have tried table and matrix visualization but I am not getting the same view like tableau
Need to create the same visuals like tableau report. Attached images
As mentioned in this post, there is no exact visual copy of the Tableau visual you show for PowerBI. Instead, it offers the matrix visual where indentation is used to show groups. This, for instance, allows for a nice presentation of subtotals in your visual, something Tableau does differently. If you are really keen on getting the visual appeal closer alike, try changing the indentation under Formatting Options > Row Headers > Stepped layout indentation. That's the closest you are going to get given the current constraints of Power BI.

Bolding values in PowerBI

I would like to bold values in a table on Power bi's canvas. Is there a way to bold a value in Power bi by using its wizards rather than programming?
Tried to search for an answer, but didn't succeed finding it.
You can change the text font style in Segoe UI (Bold) for workaround.
It seems this feature isn't currently available in Power BI.
https://community.powerbi.com/t5/Desktop/bold-value-in-table-visualization/td-p/185890
Here is a community idea you can vote on if you want this implemented:
https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/11602134-additional-font-formatting-bold-italic-underlin
One alternative is to change the color of values, which you can do by selecting your table, going to the Format tab on the right, and find the Conditional Formatting section. (The Field formatting does not let you specify which rows to format, nor does it have any text markup besides color). In the Conditional Formatting section you can play around with the Font Color options by toggling it on and selecting values and colors.
Unfortunately this isn't exactly what you were looking for but this is probably the best way to distinguish values in a Power BI table currently.