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9. Power BI Report
The first step is to create all report pages. Go to Report View
and add four pages, as follows:
- Executive Summary
- Customer Detail
- Product Detail
- Stores Map
![executive-summary](https://github.com/selvatica-36/PowerBI-Sales-Analysis-Report-PostgreSQL-ETL/raw/main/images-readme/executive-summary.png)
The executive summary contains:
-
Card visuals for
Total Revenue
,Total Orders
andTotal Profit
. -
Line chart to show the revenue over time and the predicted revenue in the coming cycles.
-
Drill-down: Set X axis to your Date Hierarchy, with only the
Start of Year
,Start of Quarter
andStart of Month
levels displayed. - Set Y-axis to
Total Revenue
. - Predictive modelling: Add a trend line, and a forecast for the next 10 periods with a 95% confidence interval.
-
Drill-down: Set X axis to your Date Hierarchy, with only the
-
KPI charts for quarterlyy revenue, profit and orders:
- The Value field should be
Total Revenue/Profit/Orders
- The Trend Axis should be
Start of Quarter
- The Target should be
Target Revenue/Profit/Orders
. - In the Format pane, set the Trend Axis to On, expand the associated tab, and set the values as follows: Direction -> High is Good | Bad Colour -> red | Transparency -> 15%.
- The Value field should be
-
Donut charts to show the breakdown of revenue both by country and by store type.
- X-axis:
Total Revenue
measure. - Filter with
Store[Country]
column orStore[Store Type]
column.
- X-axis:
-
Clustered bar chart to show the number of orders by product category.
- X-axis:
Total Orders
measure. - Filter with
Products[Category]
column.
- X-axis:
I want my column and bar charts to be coloured according to the bar/column values. In this case, I want the category with the largest value (in the executive summary page, the product category with most orders) to have a purple bar, while the rest of the categories should be grey. To achieve this in a way that will be responsive to any report filtering, we need to use DAX measure. This process will be applied to the bar chart in the executive summary page, as well as to the column chart in the customer detail page. The measures shown below have been used to customise the chart in the executive summary, but similar measures were used for the customers chart.
- Create a measure that calculates the number of orders per category.
_TotalOrdersPerCategory = CALCULATE(COUNTROWS(Orders), ALLEXCEPT(Products, Products[Category]))
- Create a measure that returns the maximum value in the first measure.
_MaxOrdersPerCategory =
VAR MaxValue =
MAXX(ALLSELECTED(Products[Category]), [_TotalOrdersPerCategory])
RETURN
IF(MaxValue = [_TotalOrdersPerCategory], MaxValue, BLANK())
- Create conditional measure that evaluates whether each category is the maximum or not, and applies colour accordingly.
_ColourOrdersBarChart =
VAR MaxValue = [_MaxOrdersPerCategory]
RETURN
SWITCH(
TRUE(),
[_TotalOrdersPerCategory] = MaxValue, "#8E65F4",
"#aaaaaa")
In the visual's Format pane, we need to go to Bars (or Columns) > Color > fx. Format style as Field value and then selected the measure created above: _ColourOrdersBarChart.
I decided to create a fields parameter with the main KPIs (as shown below) to add more interactivity to the time-series trending charts in my report. To add a fields parameter, we need to go to the Modelling pane and select Parameter > Fields. The fields parameter can then be created as shown below:
As a result, a new table will appear in our data model, as well as a slicer in our report. To connect this slicer to a specific visual, we need to modify the visual itself. To do this, we need to click on the visual, go to its Format > Fields pane, and replace the original measure in the y-axis with the fields parameter just created. In this case, the parameter is called Metric Selection:
This process was later repeated for the area chart in the Customer Detail page.
![customer-detail](https://github.com/selvatica-36/PowerBI-Sales-Analysis-Report-PostgreSQL-ETL/raw/main/images-readme/customer-detail.png)
The customer detail page contains:
- Headline card visuals:
- Unique customers card: measure
Total Customers
. - Revenue per customer card: measure
Revenue per Customer
.
- Unique customers card: measure
-
Donut charts to show the breakdown of total customers by country.
- X-axis:
Total Customers
measure. - Filter with
Users[Country]
column.
- X-axis:
-
Column chart to show the number of customers by product category.
- X-axis:
Total Customers
measure. - Filter with
Products[Category]
column.
- X-axis:
-
Line chart to show the customer trending over time and the predicted customer numbers in the coming cycles.
-
Drill-down: Set X axis to your Date Hierarchy, with only the
Start of Year
,Start of Quarter
andStart of Month
levels displayed. - Set Y-axis to
Total Customers
. - Predictive modelling: Add a trend line, and a forecast for the next 10 periods with a 95% confidence interval.
-
Drill-down: Set X axis to your Date Hierarchy, with only the
-
Top 20 Customers table. Built using measures
Total Revenue
andTotal Orders
filtered byCustomer[Full Name]
column. -
Top Customer card visuals:
- Top Customer card:
Top Customer Name
measure. - Revenue card:
Total Revenue by Top Customer
measure. - Order card:
Orders By Top Customer
measure.
- Top Customer card:
-
Date slicer. Add slicer > style: 'between'. Select
Dates[Year]
.
![Product Detail](https://github.com/selvatica-36/PowerBI-Sales-Analysis-Report-PostgreSQL-ETL/raw/main/images-readme/Product%20Detail.png)
The customer detail page contains:
-
Filter state cards:
- First define the following measures:
Category Selection = IF(ISFILTERED(Products[Category]), SELECTEDVALUE(Products[Category], "No Selection") Country Selection = IF(ISFILTERED(Stores[Country]), SELECTEDVALUE(Stores[Country], "No Selection")
- Add each measure to a filter card visual. These measures will work in tandem with the slicer toolbar we will build below.
-
Gauge visuals. Should show the current-quarter performance of Orders, Revenue and Profit against a quarterly target (10% quarter-on-quarter growth).
- As the value, assign the measures
QTD Revenue/Orders/Profit
(QTD = quarter to date), respectively. - Set the target measures as the maximum value of the guage.
- As the value, assign the measures
-
Area chart of revenue by product category.
- X axis should be
Dates[Start of Quarter]
. - Y axis values should be
Total Revenue
measure. - Legend should be
Products[Category]
.
- X axis should be
-
Scatter graph. Which product ranges are both top-selling items and also profitable?
- Create a new calculated column called
[Profit per Item]
in theProducts
table. - Values:
Products[Description]
- X-Axis:
Products[Profit per Item]
- Y-Axis:
Orders[Total Quantity]
- Legend:
Products[Category]
- Create a new calculated column called
- Top Products table. Built in the same way as the table from the customer Detail page.
-
Top Product card visuals:
- Top Customer card:
Top Customer Name
measure. - Revenue card:
Total Revenue by Top Customer
measure. - Order card:
Orders By Top Customer
measure.
- Top Customer card:
For my gauge visuals, I would like to add sentimentality to the callout value only: it should show in green if the target has been met, and in red otherwise. To achieve this, we need to first create a DAX measure:
Gauge Value Colour Orders =
SWITCH(
TRUE(),
[Total Orders] < [Target 10 Quarter Orders], "#D82C20",
[Total Orders] >= [Target 10 Quarter Orders], "#05970D"
)
In the visual's Format pane, we need to go to Callout Value > Color > fx and select the options shown in the image below.
This process was repeated in the same way for all other gauge visuals in the report, including the map's tooltip page.
We want to create a pop-out toolbar to filter our Poduct Detail page by product category and country. Upon clicking on the top left Filter button, a slicer opens, letting up choose product category and country:
![product_slicer_3](https://private-user-images.githubusercontent.com/146069012/309241255-6ddc1472-5028-4fe7-8cd5-121e6fe0de9e.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJnaXRodWIuY29tIiwiYXVkIjoicmF3LmdpdGh1YnVzZXJjb250ZW50LmNvbSIsImtleSI6ImtleTUiLCJleHAiOjE3MjU5ODI3NzQsIm5iZiI6MTcyNTk4MjQ3NCwicGF0aCI6Ii8xNDYwNjkwMTIvMzA5MjQxMjU1LTZkZGMxNDcyLTUwMjgtNGZlNy04Y2Q1LTEyMWU2ZmUwZGU5ZS5wbmc_WC1BbXotQWxnb3JpdGhtPUFXUzQtSE1BQy1TSEEyNTYmWC1BbXotQ3JlZGVudGlhbD1BS0lBVkNPRFlMU0E1M1BRSzRaQSUyRjIwMjQwOTEwJTJGdXMtZWFzdC0xJTJGczMlMkZhd3M0X3JlcXVlc3QmWC1BbXotRGF0ZT0yMDI0MDkxMFQxNTM0MzRaJlgtQW16LUV4cGlyZXM9MzAwJlgtQW16LVNpZ25hdHVyZT0wOWMxZDMyYjQ0ZGQ3NTE4YTk0ZDk0NTQ4M2I3MjJmY2JlMDIxMWE3N2I5OTQyZWFjMGU2OWVhODljNGFkNmUxJlgtQW16LVNpZ25lZEhlYWRlcnM9aG9zdCZhY3Rvcl9pZD0wJmtleV9pZD0wJnJlcG9faWQ9MCJ9.o4qonsuCxYDvlPQ0wOBR6SmftFHpl78xpnXJ2iV2qnI)
To create it, we need to follow these steps:
- Adds filter button to the top of the navigation bar, with the following settings:
![product_slicer_2](https://private-user-images.githubusercontent.com/146069012/309241321-bf087d2e-d995-40d5-a000-1caffbe4231b.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJnaXRodWIuY29tIiwiYXVkIjoicmF3LmdpdGh1YnVzZXJjb250ZW50LmNvbSIsImtleSI6ImtleTUiLCJleHAiOjE3MjU5ODI3NzQsIm5iZiI6MTcyNTk4MjQ3NCwicGF0aCI6Ii8xNDYwNjkwMTIvMzA5MjQxMzIxLWJmMDg3ZDJlLWQ5OTUtNDBkNS1hMDAwLTFjYWZmYmU0MjMxYi5wbmc_WC1BbXotQWxnb3JpdGhtPUFXUzQtSE1BQy1TSEEyNTYmWC1BbXotQ3JlZGVudGlhbD1BS0lBVkNPRFlMU0E1M1BRSzRaQSUyRjIwMjQwOTEwJTJGdXMtZWFzdC0xJTJGczMlMkZhd3M0X3JlcXVlc3QmWC1BbXotRGF0ZT0yMDI0MDkxMFQxNTM0MzRaJlgtQW16LUV4cGlyZXM9MzAwJlgtQW16LVNpZ25hdHVyZT1kMDVhMDVlNzNkNjNhODEyYTZlN2E5NDllYTFjMGMwMjQ2ZjNhMWU3MzlmMWRmZjU4YzE1N2MxMTFkMTgzMmQ3JlgtQW16LVNpZ25lZEhlYWRlcnM9aG9zdCZhY3Rvcl9pZD0wJmtleV9pZD0wJnJlcG9faWQ9MCJ9.m9yIVZw4f7iylSIOoiEnhu18mtSjo0n2Tfr1igr3BKw)
- Draw a new rectangle shape and add vertical list slicers:
- One set to
Products[Category]
. - The second set to
Stores[Country]
.
- One set to
- Add a back button to the slicer panel (select 'Back' button type).
- Open the Bookmarks pane and add two new bookmarks: one with the toolbar group hidden in the Selection pane, and one with it visible. Name them Slicer Bar Closed and Slicer Bar Open.
![product_slicer_1](https://private-user-images.githubusercontent.com/146069012/309241381-93d9b676-f9ab-4502-84e2-818594214f1c.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJnaXRodWIuY29tIiwiYXVkIjoicmF3LmdpdGh1YnVzZXJjb250ZW50LmNvbSIsImtleSI6ImtleTUiLCJleHAiOjE3MjU5ODI3NzQsIm5iZiI6MTcyNTk4MjQ3NCwicGF0aCI6Ii8xNDYwNjkwMTIvMzA5MjQxMzgxLTkzZDliNjc2LWY5YWItNDUwMi04NGUyLTgxODU5NDIxNGYxYy5wbmc_WC1BbXotQWxnb3JpdGhtPUFXUzQtSE1BQy1TSEEyNTYmWC1BbXotQ3JlZGVudGlhbD1BS0lBVkNPRFlMU0E1M1BRSzRaQSUyRjIwMjQwOTEwJTJGdXMtZWFzdC0xJTJGczMlMkZhd3M0X3JlcXVlc3QmWC1BbXotRGF0ZT0yMDI0MDkxMFQxNTM0MzRaJlgtQW16LUV4cGlyZXM9MzAwJlgtQW16LVNpZ25hdHVyZT1lM2E5YzczYmYxN2Q3ZmViNjA4NDM0ZmFmZDBjNWY2MGQ0YjE5OWEzYTQ2MGM5ZWUxZTMxM2M5YjgwYWQxMjk2JlgtQW16LVNpZ25lZEhlYWRlcnM9aG9zdCZhY3Rvcl9pZD0wJmtleV9pZD0wJnJlcG9faWQ9MCJ9.bfHq8tOGgCu60TJdgF2r5d3fIj5OKNNBE1tiW4pfDgY)
![product_slicer_3](https://private-user-images.githubusercontent.com/146069012/309241443-d41e097b-4ddb-4b50-9410-58844a95cd52.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJnaXRodWIuY29tIiwiYXVkIjoicmF3LmdpdGh1YnVzZXJjb250ZW50LmNvbSIsImtleSI6ImtleTUiLCJleHAiOjE3MjU5ODI3NzQsIm5iZiI6MTcyNTk4MjQ3NCwicGF0aCI6Ii8xNDYwNjkwMTIvMzA5MjQxNDQzLWQ0MWUwOTdiLTRkZGItNGI1MC05NDEwLTU4ODQ0YTk1Y2Q1Mi5wbmc_WC1BbXotQWxnb3JpdGhtPUFXUzQtSE1BQy1TSEEyNTYmWC1BbXotQ3JlZGVudGlhbD1BS0lBVkNPRFlMU0E1M1BRSzRaQSUyRjIwMjQwOTEwJTJGdXMtZWFzdC0xJTJGczMlMkZhd3M0X3JlcXVlc3QmWC1BbXotRGF0ZT0yMDI0MDkxMFQxNTM0MzRaJlgtQW16LUV4cGlyZXM9MzAwJlgtQW16LVNpZ25hdHVyZT01N2M1YzUxMzhmY2ExMzI4OGM1NjY3NWJkZmQ0M2IzZDZjNmNjZjFjMWE5ODVjNjk3ZTkyZmZmN2NiYzNiZjllJlgtQW16LVNpZ25lZEhlYWRlcnM9aG9zdCZhY3Rvcl9pZD0wJmtleV9pZD0wJnJlcG9faWQ9MCJ9.JZrndJVO145tSdMYcUP2DwPywPTVV6Z35q8ylkNLiPI)
Right-click each bookmark in turn, and ensure that Data is unchecked.
![slice_bar_settings](https://private-user-images.githubusercontent.com/146069012/309241537-8b5aad65-4a35-4f26-9c75-adad09aa135f.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJnaXRodWIuY29tIiwiYXVkIjoicmF3LmdpdGh1YnVzZXJjb250ZW50LmNvbSIsImtleSI6ImtleTUiLCJleHAiOjE3MjU5ODI3NzQsIm5iZiI6MTcyNTk4MjQ3NCwicGF0aCI6Ii8xNDYwNjkwMTIvMzA5MjQxNTM3LThiNWFhZDY1LTRhMzUtNGYyNi05Yzc1LWFkYWQwOWFhMTM1Zi5wbmc_WC1BbXotQWxnb3JpdGhtPUFXUzQtSE1BQy1TSEEyNTYmWC1BbXotQ3JlZGVudGlhbD1BS0lBVkNPRFlMU0E1M1BRSzRaQSUyRjIwMjQwOTEwJTJGdXMtZWFzdC0xJTJGczMlMkZhd3M0X3JlcXVlc3QmWC1BbXotRGF0ZT0yMDI0MDkxMFQxNTM0MzRaJlgtQW16LUV4cGlyZXM9MzAwJlgtQW16LVNpZ25hdHVyZT0wNzIyOWZkNjY0YTIzN2RiYWFhM2NiMTU1ZmRmZDgwMmI4NzVhNDcxNDNkZTMzNmVjOTE3YjhjYTg4ZmQ3ZTFhJlgtQW16LVNpZ25lZEhlYWRlcnM9aG9zdCZhY3Rvcl9pZD0wJmtleV9pZD0wJnJlcG9faWQ9MCJ9.lFhk-X5EkvKbTli1D_nue3QIaqGc__DoNK1-Lj6RbA4)
Contains a map visual with all store locations, as well as a country slicer that allows the user to zoom in to a specific country in the map. The final map visual shown below is an Azure map visual, but a normal map visual can also be used in the same way. However, normal map visuals will go obsolete in favour of Azure map visuals in the near future, according to Microsoft.
![stores-map](https://github.com/selvatica-36/PowerBI-Sales-Analysis-Report-PostgreSQL-ETL/raw/main/images-readme/stores-map.png)
Fields: To add the map visual, set the following values:
- Location: Geography hierarchy
- Bubble size:
Profit YTD
measure.
![map_settings](https://private-user-images.githubusercontent.com/146069012/309242057-443b16ca-8a47-49eb-bf63-a112b6dfd408.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJnaXRodWIuY29tIiwiYXVkIjoicmF3LmdpdGh1YnVzZXJjb250ZW50LmNvbSIsImtleSI6ImtleTUiLCJleHAiOjE3MjU5ODI3NzQsIm5iZiI6MTcyNTk4MjQ3NCwicGF0aCI6Ii8xNDYwNjkwMTIvMzA5MjQyMDU3LTQ0M2IxNmNhLThhNDctNDllYi1iZjYzLWExMTJiNmRmZDQwOC5wbmc_WC1BbXotQWxnb3JpdGhtPUFXUzQtSE1BQy1TSEEyNTYmWC1BbXotQ3JlZGVudGlhbD1BS0lBVkNPRFlMU0E1M1BRSzRaQSUyRjIwMjQwOTEwJTJGdXMtZWFzdC0xJTJGczMlMkZhd3M0X3JlcXVlc3QmWC1BbXotRGF0ZT0yMDI0MDkxMFQxNTM0MzRaJlgtQW16LUV4cGlyZXM9MzAwJlgtQW16LVNpZ25hdHVyZT0wZDY4ZmRiMWYwNTM1NjNhNWE4YzlhMWQyMmMxZTIxYzc2ZTUxYWIxZTliZTM5MmVhZGMzMDcxMDZlZGVjN2E0JlgtQW16LVNpZ25lZEhlYWRlcnM9aG9zdCZhY3Rvcl9pZD0wJmtleV9pZD0wJnJlcG9faWQ9MCJ9.m0ovszU8VNLBWWO2tKQvfIqm36uFVffb6D2MnO6prCc)
To allow users to be able to see each store's year-to-date profit performance against the profit target just by hovering the mouse over a store on the map.
Upon hovering on a specific location, the map shows a gauge visual of Profit YTD
vs. target. This is achieved by creating a separate page in the report (called Store ToolTip) and linking it to map under the Tooltips field (see map settings picture in main section).
![tooltip_final](https://private-user-images.githubusercontent.com/146069012/309242219-f33b6dd4-2315-4678-9b1d-3f7638afb263.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJnaXRodWIuY29tIiwiYXVkIjoicmF3LmdpdGh1YnVzZXJjb250ZW50LmNvbSIsImtleSI6ImtleTUiLCJleHAiOjE3MjU5ODI3NzQsIm5iZiI6MTcyNTk4MjQ3NCwicGF0aCI6Ii8xNDYwNjkwMTIvMzA5MjQyMjE5LWYzM2I2ZGQ0LTIzMTUtNDY3OC05YjFkLTNmNzYzOGFmYjI2My5wbmc_WC1BbXotQWxnb3JpdGhtPUFXUzQtSE1BQy1TSEEyNTYmWC1BbXotQ3JlZGVudGlhbD1BS0lBVkNPRFlMU0E1M1BRSzRaQSUyRjIwMjQwOTEwJTJGdXMtZWFzdC0xJTJGczMlMkZhd3M0X3JlcXVlc3QmWC1BbXotRGF0ZT0yMDI0MDkxMFQxNTM0MzRaJlgtQW16LUV4cGlyZXM9MzAwJlgtQW16LVNpZ25hdHVyZT1iOWM3NmRiYzRlZjU3NDFmMGZmNDRmN2NmZDJjOTk0YTViMmE3MDQwODY3YTE0YTY3ZTRmZDgyMGE0YjMzMzBkJlgtQW16LVNpZ25lZEhlYWRlcnM9aG9zdCZhY3Rvcl9pZD0wJmtleV9pZD0wJnJlcG9faWQ9MCJ9.ZKTviCYtQsQm31aIPtYwVHTVK8P9IjnufRIrgZn8glY)
To make it easy for the region managers to check on the progress of a given store, we need to create a drillthrough page that summarises each store's performance.
This page should open once the user click on a specific store on the map.
![map_drilltrhough](https://private-user-images.githubusercontent.com/146069012/309242399-2312f209-34bc-4c0c-bd26-e228dfa6525b.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJnaXRodWIuY29tIiwiYXVkIjoicmF3LmdpdGh1YnVzZXJjb250ZW50LmNvbSIsImtleSI6ImtleTUiLCJleHAiOjE3MjU5ODI3NzQsIm5iZiI6MTcyNTk4MjQ3NCwicGF0aCI6Ii8xNDYwNjkwMTIvMzA5MjQyMzk5LTIzMTJmMjA5LTM0YmMtNGMwYy1iZDI2LWUyMjhkZmE2NTI1Yi5wbmc_WC1BbXotQWxnb3JpdGhtPUFXUzQtSE1BQy1TSEEyNTYmWC1BbXotQ3JlZGVudGlhbD1BS0lBVkNPRFlMU0E1M1BRSzRaQSUyRjIwMjQwOTEwJTJGdXMtZWFzdC0xJTJGczMlMkZhd3M0X3JlcXVlc3QmWC1BbXotRGF0ZT0yMDI0MDkxMFQxNTM0MzRaJlgtQW16LUV4cGlyZXM9MzAwJlgtQW16LVNpZ25hdHVyZT01N2Y1ZWFjNDlhMTdjMTZkMGVkOGZhMTM3Yjc1N2I1NWQxNDAwZGM4ZWI2NjkxNjU3ODllZDQ5ODEyOWYzY2U2JlgtQW16LVNpZ25lZEhlYWRlcnM9aG9zdCZhY3Rvcl9pZD0wJmtleV9pZD0wJnJlcG9faWQ9MCJ9.1uedcMKR0eduQkzOPPHUybLNeh4hESMe_hEH7rPI6ao)
This drillthrough page should be created as a new page in the report, called Stores Drillthrough. Once created, open the format pane and expand the Page information tab. Set the Page type to Drillthrough and set Drill through when to Used as category. Set the 'Drill through from' field to [Country Region]
.
![drilltrhough_settings](https://private-user-images.githubusercontent.com/146069012/309242473-1abdca8c-fde9-44d5-9f96-d7753930ec21.png?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJnaXRodWIuY29tIiwiYXVkIjoicmF3LmdpdGh1YnVzZXJjb250ZW50LmNvbSIsImtleSI6ImtleTUiLCJleHAiOjE3MjU5ODI3NzQsIm5iZiI6MTcyNTk4MjQ3NCwicGF0aCI6Ii8xNDYwNjkwMTIvMzA5MjQyNDczLTFhYmRjYThjLWZkZTktNDRkNS05Zjk2LWQ3NzUzOTMwZWMyMS5wbmc_WC1BbXotQWxnb3JpdGhtPUFXUzQtSE1BQy1TSEEyNTYmWC1BbXotQ3JlZGVudGlhbD1BS0lBVkNPRFlMU0E1M1BRSzRaQSUyRjIwMjQwOTEwJTJGdXMtZWFzdC0xJTJGczMlMkZhd3M0X3JlcXVlc3QmWC1BbXotRGF0ZT0yMDI0MDkxMFQxNTM0MzRaJlgtQW16LUV4cGlyZXM9MzAwJlgtQW16LVNpZ25hdHVyZT1iMTQxYTcxMjcxYjkzZWEzM2YxNmVkNzVjMTMzMmVkOWE5ZjIyYTI0MmEwZmVjOTNiNGY1NTJhNzg0ZWRkOWFkJlgtQW16LVNpZ25lZEhlYWRlcnM9aG9zdCZhY3Rvcl9pZD0wJmtleV9pZD0wJnJlcG9faWQ9MCJ9.LMtVZaYp2n_l68Lh4iTBQ6AtaYiSgSoP19cRkpUdics)
To avoid unnecessary confusion and get the right message across, it is important that only the desired visuals can filter the rest. Power BI lets us control these cross-filtering interactions.
From the Edit Interactions view in the Format tab of the ribbon, we can modify filtering interactions between visuals:
Executive Summary Page
- Product Category bar chart and Top 10 Products table should not filter the card visuals or KPIs
- Top 10 Products table should not affect any other visuals
Customer Detail Page
- Top 20 Customers table should not filter any of the other visuals
- Total Customers by Product Donut Chart should not affect the Customers line graph
- Total Customers by Country donut chart should cross-filter Total Customers by Product donut Chart
Product Detail Page
- Orders vs. Profitability scatter graph should not affect any other visuals
A navigation bar was set up on the left side of each page, to allow navigation between pages of the report. To allow this functionality, we need to Add Button
and turn Action
to ON, select Navigation
and the desired report page for each button.