Power UP your report! EXPAND ALL visuals AT ONCE in Power BI + BONUS CUSTOM Date Periods Slicer
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- čas přidán 30. 07. 2024
- In this video I show you how to take control over the x-axis and headers across all visuals. First, I demonstrate how you can expand down all visuals with one click, an option not available currently in Power BI by default. The bonus topic refers to customization of the slicer- define custom date periods options such as YTD, MTD, QTD, and slice data with the click of a button! I hope you find it useful.
Enjoy the video and subscribe for more Power BI tricks!
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⏱️ TIMESTAMPS ⏱️
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00:00 Intro
01:10 Creating the custom product hierarchy table
04:51 Setting up the visuals and synchronized expand / drill down
05:56 Adding further levels to the hierarchy
07:13 Custom slicer selections
08:59 Synchronized expand down for date hierarchy
13:07 Switching between Custom Date Periods
17:29 End
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Amazing tips mate! Trying to spruce up my reports. I’ve learned so much from you 🥰
Saturday morning right after I wake up in bed, I grab my iPad and open CZcams. :
I watch your tuto from start to finish.
Moral of the story: I'm motivated as ever. I just want to open power bi as soon as possible.
Thank you for sharing so inspiring and so well explained.
Amazing tip as always, can imagine how useful its going be in my reports.
third time for the last couple years using this techinc, thank you Bas )
Bas, you keep adding value to my Power BI days 🙂 with every YT vid
thank you Diederik for watching all of my vids - appreciate it! 😀
Great video Bas, thanks!!! Very useful for all reports!!!
Thank you Francisco! Glad you liked it! 😀
Probably the most powerful date table I've seen to date! Thanks for sharing
haha thx Cyril!
The best Power BI dedicated channel! 👌🏻
thank you so much Pedja!!! 😊
Um... This just blew my mind, such a powerful way to use a calculated table. This is going to change nearly all my reports.
awesome great to hear you have some use cases for it!!!
Another absolute belter of a video!!
Awesome video Bas ! 😁👌 learned a LOT! wow!
nice - that's really nice to hear!!! thx Carlos
Great work. Thanks alot !
thank you Minh!!! 😀
Thank you for this! I noticed though that I SAMEPERIODLASTYEAR does not work properly with the date hierarchy.
Great demo - you may have already mentioned this, but is this a public dataset you are using - IE: Can it be downloaded from somewhere - Sorry if I have missed this
Wow......amazing stuff...... No Power BI channel comes close
oh... wow Arnabi... this totally made my day! thanks a lot :)
Wow! You are at another level
thx Alex for watching again! - naaah just sharing some tricks!
I used parameter and place in the dateinperiod function to create a custom time intellegence button which can show you previous N months to date, you guys can try it as well.
Thky, Great Explanation.
thank you Jair!
I was doing exactly that for accounts that had two different hierarchies. Cool
Great explanation, Bas, as usual, thanks. But more often we expect the dates to be continues, not categorical. It seems, for year, month.year, q etc. using date format (begin of.. Or end of..), not text format, is preferable. What do you think?
I use categorical a lot as well - just depends on the use case I think
Great Tip thanks
thx for watchn!😀
would be great to have the functionality of 1 arrow too, so first u choose category and then u say u want to synchronize with subcategory without clicking 1 arrow then filter
Awesome Boss.
😎👊
Great video! YTD and QTD calculations don't look correct though, but that's not the main purpose of the video so it's all good :)
Did you figure out how to do this work properly?
Can the Year Slicer in rows instead in column like you do ?
This is awesome, thanks for sharing.
Is there any way to allow users to control the number for periods that are visible in the chart?
This approach will help us to switch between Month/Quarter/Year, but I want my user to have the ability to choose the number of month/Quarter/Year they like to see in the chart.
Hi Sagar, thx a lot!
not sure what mean - the number of periods from the last date you have in your data set?
@@HowtoPowerBI Ideally yes. but to make it more dynamic we can have a single select date filter using which the user selects a date and from that date, the previous period trend is built
Fantastic
thx for watching!!!
has anyone used time inteligence with this? i would like to be able to do % increase based on the period label selected. example Month / quarter / year
Well done, but like often with Power BI, that's a lot of work to hack our way around things that should be built into the core user experience. How come Microsoft added the ability to change how drill down filters behave (in the Format ribbon) but left out moving up/down in a hierarchy?
Yes, I totally agree with you there. Thankfully, Bas comes to the rescue again!
Not only is it a bit of work, you are increasing the size of your datamodel very rapidly with each new selectable dimension. Imagine doing this while having 500k articles and a 5 year range date table...
So yeah, this kind of behaviour must really become part of the core offering as soon as possible.
All things considered, great video.
yea a nice little checkbox there to sync the expand down would b nice 😄
How could have we done top 5 Subproduct categories under each category? Like currently you did top 10 products in all the categories based on sales
Thanks for sharing. Basu, everything is working fine until I get into the sorting of the visual. Running into a sorting issue. It is not possible for me to sort by NameSort . Power BI is giving me an error there can't be more than one value in "name Sort'. Please choose a different column for sorting or update the Name sort.
Same issue...try editing the last two lines in each SELECTCOLUMNS from Level Sort = 2 to 5 using this:
& " - " &
between the FORMAT and YEAR functions. Then in the Data View, just sort the "Name" column by the "Name Sort" one. This should fix the problem, hopefully!
Thanks Bas.
I have one requirement.
Is there any way where we can export data from power query to excel and save directly in a folder?it shouldn't be manual.
Thanks in.advance
Use power query directly from excel?
@@remib5863
We have one scenario.
It may be power bi or excel anything.but in excel online power query is not there.
My scenario is today we will get one excel file for 11000 records. Then again next day we will get 11000 records, so we need to compare those with previous an dif any column status changed it will replace previous one.if not then it should be appended to previous 11000 records and keep on day by day.so it should perform checking and then appending.after that that file should be saved to a folder.
So is there any possibility in power query?
Thanks in advance
@@amalbenrebai1595 We are using something similar at work using paginated report to build the table we want to export as csv from a published dataset and we have created a button on the power bi report that triggers a Power Automate flow to export the csv file in a designated folder and kick off another couple of activities. The same can be achieved through API calls
thx @Ben Rebai Amal for giving an overview here, very helpful!!
…. Has anyone ever told you you make PowerBi looks so easy?! 😊
haha happy to hear I make it look easy 😋 doesn't always feel easy to me 😅
@@HowtoPowerBI Guess it's a win win for the rest of us!
You truly are teaching EVERYTHING there is to know about PowerBi. Thank you, Bas. Thank you
Please make a video how you make and edit your videos
Download link is showing error 404, page wasn't found.
should work now
:( Download link is showing error 404, page wasn't found.
Hm for me works
Can you paste link here that you tried ..
Hi I have small questions
2 Tables A and B
A contain 10 Unique emp Name(only one column)
B Contain 2 column and Emp Name and Grade column Name(only 5 Records)
A connected B (EmpName column -Primary key)
I want to show grade on X axis value and Number of Emp on Y axis
but some of Emp name don't have Grade
that Blank grade want to replace with Some text
is it possible ?
Create a Calculated column using If function with ISBLANK()
If(ISBLANK(grade),"No Grade",grade)