Each Month Power BI Releases an update and we like to go through the updates and come up with our favorites of the month (And those updates that aren’t as successful)
The Filter pane has been updated and filters have been removed from the Fields pane. This is great because it was slightly confusing to drag and amend filters in ‘Fields’ but then see them in the Filter pane. Now you drag the field straight to the filter pane
You can also rename Filter headers which makes them much more useable.
If you go to Options and Settings > Options > Report Settings, you can also tick Allow Users to Change Filter Types.
This means the user can choose between advanced and basic Filter Pane. This is great if you want more filter usability for the user
There are still issues for me when it comes down to the new Filter Pane and Slicers. This could be confusing to a user. If Edit interactions was added to Filters, then many slicers could be removed from reports ensuring more screen time for visuals.
Conditional Formatting for Visual Titles
I click on Doncaster and the visual Changes but the Title Remains the same. I want it to dynamically include the selected region.
There is a button by Title Text with three dots showing that there is a hidden menu.
Here you can select a measure that you have created containing the title you want, rather than use the standard title
Sentiment Score Title = “Percentage Sentiment Group for” & SELECTEDVALUE(Tweet[Location])
Previously, you can create your own headers for visuals, but they were simply hard coded. Here is my visual for Sentiment Group. I also have a Region Filter on the page.
All my Reports are filtered on Months so now each visual can contain this information.
Conditional formatting for web URL actions for buttons shapes and images
Finally, we can now change and image depending on a dynamic measure. This is one of my favorite new features. For example, this is fantastic for showing conditional image for feedback, Positive, Negative, Up Down etc.
This work the same as visual titles above
Even better, we should be getting an update soon where you can add the DAX straight into the Title Text rather than needing a separate measure.
My conditional visual for this new feature would be….
Drill through across reports
For me, Drill through is one of the most important concepts behind Power BI and its not yet fully functioning. For example, all the market place visuals don’t have this ability. It’s really frustrating to find the perfect visual and then realise you can’t drill through to further information.
This new functionality gives me some hope that we might see future fixes to this. We can now set up a navigation experience across reports.
Start with the target page (the page you want to land on from other reports) and set Cross Report Toggle to on.
You also need to then turn cross report on for the reports that you drill through from. You can do this as above or in Service / Reports
If for example I’m drilling through by Region. I right click on the Region Data Point in a visual and I can see the drill through Report [Page Name and Report]
This is going to be incredibly helpful when I want to divide larger reports into smaller ones (With less data in each)
Key Influences visual supports continuous analysis
The Key Influences visual was one of my favorite updates a couple of months ago and I have used it to support Twitter sentiment grouping. (Negative, Positive, Neutral)
Previously I could only analyse by category but now we can analyse a continuous numerical field. To do this set Analysis Type to Continuous.
We can now analyse data items like sales amount.
This new visual has already proved really popular with users and its good to know its improving all the time.
Partial Synonym matching for Q&A
Another really great feature. When a user is asking questions in Q&A, even if they can’t remember the exact phrasing, Q&A will give them suggestions.
Lots of new data connectors. Power BU Dataflows, Oracle Essbase, PDF Connector, Intersystems IRIS, Indexima (Big data), Luminis InformationGrid, Solver BI360 and Paxata.
Its doubtful that I will be needing these connectors currently but it’s great to see new connectors being added every month. Its worth noting that the on premises data sources will need the new release of the April On Premises Data Gateway which should be coming soon.
Web by Example Connector – Allows you to scrape data from HTML Pages and is now even smarter. This is currently in preview and I can’t wait to see how it works.
Data Profiling enhancements
In Power Query Editor New Profiling enhancements are available to check your data
In View > we have Column Distribution, Column Profiles column quality. Try ticking these options for discover lots of information about the quality of your data.
This is such a good feature when you are starting to add and understand your data. A quick look at my Sentiment group shows I have nothing outside of Positive Negative and Neutral. I can quickly see any issues that may need resolving.
Fuzzy Merge Feature
Another smart preparation feature which helps with merging records. I haven’t needed to use this yet but its good to know that this also speeds up merging of records.
M Intellisense supported in Formula bar
If for example you go to Add Column, Custom Column. You can type in your custom code and Intellisense will provide lists of functions etc. to help you. We didn’t have this before in Power Query mode, so this will really enrich the experience.
This has been such a good month for Power BI. I am excited about being able to create custom headers and visuals and I can’t wait to try the updated Key Influences Visual.