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Power BI

This document discusses using bookmarks and buttons in Power BI for page navigation. It provides steps to create bookmarks for different report pages, add buttons to each page, and map the buttons to the bookmarks to enable navigation between pages. This allows capturing the state of visuals and slicers on a page and navigating back to that same view. Sample steps include creating pages with different visuals, adding buttons to each page, creating bookmarks for each page named after the page, and mapping the buttons to the bookmarks using actions except for the current page button.

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Rick V
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0% found this document useful (0 votes)
132 views93 pages

Power BI

This document discusses using bookmarks and buttons in Power BI for page navigation. It provides steps to create bookmarks for different report pages, add buttons to each page, and map the buttons to the bookmarks to enable navigation between pages. This allows capturing the state of visuals and slicers on a page and navigating back to that same view. Sample steps include creating pages with different visuals, adding buttons to each page, creating bookmarks for each page named after the page, and mapping the buttons to the bookmarks using actions except for the current page button.

Uploaded by

Rick V
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 93

Power BI – Sync Slicers

Power BI ‘Sync Slicer’ synchronized the all pages where this filter or slicer have been
applied. This new feature added in February 2018 update of Power BI Desktop.

Its also reduce the round trip query, that means each slicer query hit the database two
times, once at the time page load and second when you select any value from slicer.

Let’s start with an example:


Suppose, you have 15 to 20 pages in your report and you are interested to see result of
particular category of products in all pages, so in that case you have to selected same
category one by one in all pages to see the result and it is time consuming process.

So in that situation, sync slicers help us to synchronized same slicer selected value to all


pages where you applied this.

Let’s get started-


Suppose you have two page in your report, see below images for your reference-

Page 1: Refer below image for Page 1 visual details.


Power BI Report Page-1

Page 2: Refer below image for Page 2 visual details.

Power BI Report Page-2


Now enable Sync Slicers, follow these steps:
Step-1: Open Page 1.

Step-2: Go to View tab and click on Sync slicers.

Step-3: After that select Year slicer,  after that Sync slicers screen appears in right side


as shown in below screen shot.  Now check the Sync for Page 1 & Page 2.

Enable Sync slicers in Power BI

It has following three options:


o Add and sync with all pages: Allow slicer to be synced in every page of report.

o Visible: Allow slicer to be visible in selected Page.

o Sync: Allow slicer to be synced in selected Page. (Slicer is not visible, but it is synced).

Step-4: Now Select any year in Page 1 and Sync slicer synchronized the Page


1 selected slicer value into Page 2 slicers, you don’t need to select slicer value on Page
2.
Q

Sync slicer result

Power BI Report Page Tooltips


 by Power BI Docs
 Power BI
Power BI Report Page Tooltips is very cool feature of Power BI Desktop, it help us to
explore our visuals more deeper and it is very easy to use. Tooltips appears when the
cursor is hovering over a visual.

Let’s get started-


Sample Dataset download from here- Global Super Store Dataset

Now create two separate page, one main page & second
for Tooltips:-
Category Sales Page-

Add one clustered column chart with below columns-


Axis: Region, Values: Sales

Clustered column chart -tooltip

Create second page for Tooltip:


Enable & set the page size for Tooltip-

o Click anywhere on blank page then go to Format section.

o Go to Page information > Enable Tooltip.

o Then click on Page Size and select page size type Tooltip, by default it is 16.9.

o Then go to View menu tab, and under Page View select  ‘Actual Size’, see below right
side screen shot.
Set Page size and page view for tooltip

After that add some visuals in Tooltip page, which you want to display as in Tooltip.

Tooltip page Power BI


Now enable Tooltip for Category Sales Page
Go to Format section > Enable Tooltip > Select Tooltip Page name.

Set Tooltip Page

Now mouseover the any bar on clustered column chart and you will see the Tooltip.
Tooltip Result

Power BI Report Page Tooltips


 by Power BI Docs
 Power BI

Power BI Report Page Tooltips is very cool feature of Power BI Desktop, it help us to
explore our visuals more deeper and it is very easy to use. Tooltips appears when the
cursor is hovering over a visual.

Let’s get started-


Sample Dataset download from here- Global Super Store Dataset
Now create two separate page, one main page & second
for Tooltips:-
Category Sales Page-

Add one clustered column chart with below columns-

Axis: Region, Values: Sales

Clustered column chart -tooltip

Create second page for Tooltip:


Enable & set the page size for Tooltip-

o Click anywhere on blank page then go to Format section.

o Go to Page information > Enable Tooltip.

o Then click on Page Size and select page size type Tooltip, by default it is 16.9.

o Then go to View menu tab, and under Page View select  ‘Actual Size’, see below right
side screen shot.
Set Page size and page view for tooltip

After that add some visuals in Tooltip page, which you want to display as in Tooltip.

Tooltip page Power BI


Now enable Tooltip for Category Sales Page
Go to Format section > Enable Tooltip > Select Tooltip Page name.

Set Tooltip Page

Now mouseover the any bar on clustered column chart and you will see the Tooltip.
Tooltip Result

Create Group in Power BI


 by Power BI Docs
 Power BI

As the name suggested, Power BI Group feature is used to merge or combine two or


more visuals values together.

It’s helps you while you want to see two or more visuals values together and want to
analyze that data with other visual values.

Download Sample data : SuperStoreUS-2015.xlxs


Without Group how visual look like:
Here we have three separate Product Categories: Technology, Furniture & Office
Supplies

Pie Chart

Follow these steps in order to create a Group-


Now create a Group to merge Technology & Furniture values together.

Step-1: Right click on Product Category Field and click on New group


New Group

Step-2: Select Technology & Furniture to using Ctrl + Click.


Power BI Group

Step-3: Click on Group button, you can change Group members name then click to OK.
Power Bi Group

Step-4: Group created successfully, now select pie chart and drag  new Group


field to Legend and Sales field to Values.
Power Bi Group

Step-5: See the final Output with group.

Power Bi Group
How to Modify Group?
Right click on Group, select Edit groups

Ungroup the previous group members & make new group


members
Now let’s make the new Group members and Ungroup the previous Group members-

o Select Group members and click on Ungroup button.

o Then follow the same process, Using Ctrl+Click, select Technology & Office


supplies and click to Group button.

Hope you enjoyed the post. Your valuable feedback, question, or comments about this
post are always welcome or you can leave us message on our contact form , we will
revert to you asap
Power BI – Page Navigation with
Bookmarks & Buttons
 by Power BI Docs
 Power BI

Bookmarks is a very cool feature in Power BI, using this you can capture currently
configured view of a report page including slicers & visuals state.

Also, you can use bookmarks with buttons & image to navigate from one page to
another page and you can add, delete and modify the bookmarks.
Practical Scenario:
o Create three Pages name as, Page1-LineColumnChart, Page2-Matrix & Page3-
PieChart

o Use some visuals in all three pages

o Page 1: Use Line Clustered Column Chart

o Page 2: Matrix

o Page 3: Pie chart

o Add three buttons

o Create three bookmarks

o Map each page with relevant bookmarks for navigation

Download Sample data set & PBI file:


o Sample data : SuperStoreUS-2015.xlxs

o PBIX file: Practical PBIX file

Let’s start with an example:


Step-1: Create three Pages name as, Page1-LineColumnChart, Page2-
Matrix & Page3-PieChart

Step-2: Now add three buttons on each page or you can copy paste from one page to
others pages.

Power Bi Buttons

Follow the steps:

o Click on Home tab, under Insert ribbon click on Buttons

o Give name to each buttons like, Line Chart, Matrix & Pie Chart
o Change buttons background color, current page color should be different and
other pages are same colors.
Step-3: How to change Button background color:

Select button, then go to right side Visualization Pane and use below three properties

o Button Text: Change Button name, font color, font family, alignment & Text Size

o Outline: You can change button outline color, border weight etc, also you can change
color for Default state, on hover & On press.

o Fill: You can change background color for Default state, on hover & On press
Step-4: How to Create Bookmarks:

Go to View Tab, under show ribbon, click on Bookmarks Pane and follow the below


steps:

Power Bi Bookmark

o Now go to Page 1, copy the name of page 1 and click on Add Bookmarks

o Then click on three dots and click on Rename & paste page 1 name

o Unchecked the Data & Display

o Follow the above three steps for page 2 & 3.


Add & Rename Bookmarks

Step-5: Map Bookmarks with Buttons

You can use Action to map Bookmarks with buttons for navigation page to page. For
current Page Off the Action.

Page-1 settings: 
o Select Button Line Chart: Off Action

o Select Button Matrix: Enable Action, Select Bookmark from Type & Select Matrix


Page from Bookmark.

o Select Button Pie chart: Enable Action, Select Bookmark from Type & Select Pie chart


Page from Bookmark.
Page-2 settings: 

o Select Button Line Chart: Enable Action, Select Bookmark from Type & Select Line


Chart Page from Bookmark.

o Select Button Matrix: Off Action

o Select Button Pie chart: Enable Action, Select Bookmark from Type & Select Pie chart


Page from Bookmark.
Page-3 settings: 

o Select Button Line Chart: Enable Action, Select Bookmark from Type & Select Line


Chart Page from Bookmark.

o Select Button Matrix: Enable Action, Select Bookmark from Type & Select Matrix


Page from Bookmark.

o Select Button Pie chart: Off Action

Final output:
Use Ctrl+Click to navigate one page to another page.
Some Pages Screen shots as below:

Power Bi Bookmarks With Buttons


Power Bi Bookmarks With Buttons

Power BI – Edit Interactions


 by Power BI Docs
 1 Comment
 Power BI
Power BI provides you to very cool features of visual Interaction, by default this feature
is enable, that’s means when you select any slicer value or click any visual by default all
visuals get filtered on the basis of click or select value.

You can off the  Interaction  of visuals to each other, Let’s start with an
example:
Step 1: Download Sample data : SuperStoreUS-2015.xlxs

Step 2: Drag three visuals in Page as mentioned below


o Slicer:  Drag Product Category in Field

o Table: Drag Product Category, Region, Sales, Profit in Values


o Line & Clustered Column Chart: Drag Region  in Shared,  Product Category  in Column
Series, Sales  in Column values, Profit  in Line values

Power Bi Visuals

Step 3: Now select Furniture  from Slicer,  See below image output, both visuals are
filter according to selected slicer values, because by default
visual Interactions  is Enable.
Visuals in Power Bi

Step 4: How to OFF Visual Interactions?


Now we will off Table Interactions for Slicers & Chart,  that’s mean Table  visual will
not change on slicer or other visual click.

o Select Slicer  & Go to the Format  tab

o Click on Edit Interactions


Edit Interactions

o Now click on Table  visual None  Icon

Edit Interaction off for Table


o Click on Edit Interaction button under Format  tab to close & save this change

o After that select Chart  & Go to Format Tab and click on Edit Interaction button

o Click on Table  visual None  Icon

Edit Interaction off for Chart

o Click on Edit Interaction button under Format  tab to close & save this change
Now your Interaction for Table has been off, now put filter on Slicer and see the result,
Output-1

Power BI – Top N filters


 by Power BI Docs
 Power BI

TOP N filters works same like TOP Clause in SQL Server, It filtered and returns the data
according to specified number by you.
Suppose you have 100 products and you are interested to see only TOP 5 products sales
value then you can use TOP N filter and pass ‘5’ in place of N.

Refer similar post:  Display Top 2 products for each region in Power BI

Let’s start with an example:


if you don’t have sample data set you can download the same from below link.

o SuperStoreUS-2015.xlxs
Step 1: Drag Clustered column chart in Power Bi Page from Visualization Pane, then
select chart and follow below steps:

o Axis: Drag ‘Region‘ from Orders dataset

o Legend: Drag ‘Product-Sub-Category’ from Orders dataset

o Value: Drag ‘Sales’ from Orders dataset

Clustered Column Chart


Step 2: If you noticed, each Region have more then 10 to 15 Products sub
categories but you want to see only top 5 sales products in each region, follow below
steps for this:
o Click any where on existing chart, then open right side Filters Pane.

o Now click on down arrow icon, refer left image.

o After click, select Top N from Filter type drop down, and give items number- refer right
image

Filters Pane
Select TOP N Filter

o Now click on Apply filters and see TOP 5 sales data region wise.
TOP 5 Sales region wise

Example 2:
Suppose, you have four regions sales data in Pie Chart.
Power Bi Visual Pie Chart

But you are interested to see only TOP 2 region sales data in Pie chart, so for this follow
the same steps as you follow earlier for chart.
Top N Pie Chart

After click on Apply filter, result as below:


TOP 2 Sales – Pie Chart

How to set up Drillthrough in Power BI


reports
 by Power BI Docs
 Power BI
Drillthrough allows users to navigate to different report
pages within a report.
With the help of Drillthrough feature in Power BI we can break down the summary data
into actual figures so that we can get the detailed view of summary data.

So, Let’s start with an example, download the sample Dataset from below link
o Global Super Store Dataset
Approach-1: Implement basic Drill-through – Navigate through right
click on visual
Requirement: User want to see break up of selected Sub-category sales year wise in
separate page with chart visual or any visual. Refer, Step 1 Image.

Step-1: Create a Table visual to using category, Sub-category & Sales fields, this is Main
Page screen shot.

Data Format for Drillthrough-1


Step-2: Now Create a new report page for Drillthrough data, in that page drag
one Clustered column chart and display the below fields.

Power Bi Visual

Step-3: Now drag the field for which you want to enable drill through into the Drill-
through filters well.

DrillThrough – 2
When you add a field to the Drill-through filters , Power BI automatically creates
a back button visual. Users can use this button to get back to the report page from
which they came.

Back Button

Step-4: Now go to the main page, right click to any sub category > Select Drill through
> click to Page name, here “Product Details” is second page name
Drillthrough Navigation

Step-5: After click to Page Name, it will navigate you to second page and display the
year wise break up of selected sub-category.
Drillthrough Data

Approach-2: How to create a Drill through Button In Power BI?


All step will be same like Approach-1, but instead to right click on visual value we will
navigate through on button click.

Step-1: Add one blank button to main page > Go to Insert Tab > Click to Buttons >
Select Blank Button.
Button in Power Bi

Step-2: Now select button & assign the name to button & set the basic format
property. And don’t forgot to select Type: Drill through & Destination: Page Name
Button Propertie

Step-3: Now select any Sub category & click to button to using Ctrl+ Click.

Select Value in Visual


Step-4: Output of selected Sub Category, and to using back button you can get back to
the main page.

Output

Hope you enjoyed the post. Your valuable feedback, question, or comments about this
post are always welcome or you can leave us message on our contact form , we will
revert to you asap.

Row Level Security(RLS) in Power BI


 by Power BI Docs
 1 Comment
 Power BI
In Power BI Row-level security (RLS) is used to restrict data access for given users. Filters
restrict data access at the row level, and you can define filters within roles.

Define Roles in Power BI Desktop


Step-1: Import Data to Power Bi Desktop using Direct Query connection :- Import Data
in power Bi

Step-2: Under Modeling Tab, select Manage Roles

Manage Role In Power Bi

Step-3: After that create roles for users then click to Save.


Watch Video for step by step process-
Limitation
In Power Bi Service, RLS doesn’t restrict this data access in Power Bi Workspace,
members of a workspace have access to datasets in the workspace.

How to refresh page automatic in Power


BI Desktop
 by Power BI Docs
 Power BI
Power BI desktop allows you to refresh report page automatic & get latest data from
database, currently it support only direct query mode. Also that is called APR(Automatic
Page Refresh).

Requirement – Download & Install Power BI latest version from Microsoft official site.
https://powerbi.microsoft.com/en-us/downloads/

Limitation – It support only Direct query mode.

Let’s understand with an example-


Step-1: Load Data from SQL server to Power Bi Desktop using Direct Query mode.

Step-2: Page refresh option will be display under Format tab.

Step-3: Enable Page Refresh option then set time for page refresh.
Step-4: After set Page duration time, page will be automatically refreshed according to
given time.

---------

Cardinality of Relationship in Power BI


 by Power BI Docs
 Power BI

The cardinality of the relationship means having unique or multiple instances per value
for the joining field between two tables.

Cardinality defined by the relationship and it refers to the relationship between two
tables.
Types of Cardinality are- Many to one (*:1), One to one (1:1), One to many (1:*) &
Many to many (*:*)

Understand Cardinality of Relationship in Power BI-


Consider following two tables-

Sample datasets in Power BI

Many to one (*:1): A many-to-one relationship means, the column in a given table can
have more than one instance of a value, and the other related table has only one
instance of a value.

* : Table contains more than one instance of a value.

1: Table contains only one instance of a value


Many to one relationship

Now open relationship in edit mode, double click on relationship line and you can see
the cardinality.
Relationship many to one

One to many (1:*): In a one-to-many relationship, the column in one table has only one
instance of a particular value, and the other related table can have more than one
instance of a value.
One-to-one (1:1): In a one-to-one relationship, the column in one table has only one
instance of a particular value, and the other related table has only one instance of a
particular value.
1: Both table contains only one instance of a value
Many to many (*:*): With composite models, you can establish a many-to-many
relationship between tables, which removes requirements for unique values in tables.

Composite model: Allows two or more data connections, including DirectQuery


connections or Import mode.

* : Both table contains more than one instance of a value.


Many to Many relationship

Hope you enjoyed the post. Your valuable feedback, question, or comments about this
post are always welcome or you can leave us message on our contact form , we will
revert to you asap.

DAX USERPRINCIPALNAME – Use in RLS


 by Power BI Docs
 DAX
DAX USERPRINCIPALNAME function returns the user name of currently logged user.

This DAX function is use in RLS for authorization, using this user only can see their own
data.

It returns different result- In Power BI desktop it returns name of PC(domain\user) and


in Power BI service returns the login email of currently logged user.

Syntax:
USERPRINCIPALNAME()

Copy

Parameter:
This expression has no parameters.

Let’s get started-


Load below sample dataset into Power BI desktop-

Table: Products
Product Sales Name Email

Bike 120000 User1 [email protected]

AC 100000 Jhon [email protected]

Cycle 20000 User1 [email protected]

Fan 10000 User1 [email protected]

Lights 4000 Mark [email protected]

Bottle 3000 User1 [email protected]

Now  follow these steps-


Step-1: Create a measure for UPN.

UPN = USERPRINCIPALNAME()

Copy

Step-2: Add one card visual into report and drag measure over it. Now you can see here
at desktop level it returns the domain with PC name.
UPN

Step-3: After that add one table visual into Report page with some columns.

Dataset example

Step-4: Suppose user want to see only their sales data, so for that you have to create a
role to using USERPRINCIPALNAME() DAX.

Go to Modeling Tab >Manage roles > Click on create


Manage Role

Step-5: After that follow these steps-

Manage Role

Step-6: Now it will filter table data based on email id of user, and


USERPRINCIPALNAME() DAX returns the logged user id in Power BI service.

[Email] = USERPRINCIPALNAME()

Copy
UPN DAX function in Mange roles

Step-7: Publish report into Power BI service.

Step-8: After publish you have to create a role for users. So in dataset we have one user
with name User 1, so we will create role for that user.

Find your dataset in Power BI service and click on ellipse icon > Security
Power BI service dataset

Step-9: Enter user mail id > Click on Add button > Save


Roles in Power BI Service

How to check roles are working or not?


If you are admin or Author of report you will see all data when you opens the report, so
in that case if you want to see only your sales data follow these steps-

Click on ellipse icon > Test role as


Test role in Power BI service

Now login from user 1 account and checked it is working or not-

UPN in Power BI service

So you can see in above screen shot it is showing only logged-In user data.

Hope you enjoyed the post. Your valuable feedback, question, or comments about this
post are always welcome or you can leave us message on our contact form , we will
revert to you asap.

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Filter Context and Row Context in Power


BI
 by Power BI Docs
 Power BI
Mainly there are two types of evaluation context in DAX and they are : Filter context &
Row context.

Filter Context:
The filter context is the set of filters applied to the data model before the evaluation of a
DAX expression starts. Filter Context always exist before a DAX expression been
evaluated.

Some initial level filters context applied on Power BI report page in form of:-

1. Slicer

2. Filter through other Visual

3. In Matrix visual based on Row and column data fields

4. Power BI filters
Filter Context in Power Bi

Row Context:
A Row context is evaluated whenever an expression iterates over a table. Each individual
row in a table has its own row context.

A row context exists in either a calculated column or an iterating DAX functions such as
SUMX, AVERAGEX, FILTER & ADDCOLUMNS etc.

If you have created a calculated column, the row context consists of the values in each
individual row and values in columns that are related to the current row.

Example:-
To calculate the Total Sales the Qty should be multiplied by the Sales of each category,
in a new calculated column TotalSales.

As you know calculated column perform row by row calculation( row context), so you
can see the result in below screen shot.

Row context in Power BI

Filter Context and Row Context in same DAX


formula
Sample dataset as below:-

Region Category Sales Qty

A A1 4 2

A A2 4 3
A A3 2 1

B B1 5 3

B B2 10 2

B B3 5 1

Step-1: Create a measure and write below DAX

Total Sales =

SUMX( FILTER('Product', 'Product'[Region]="A") ,

'Product'[Sales] * 'Product'[Qty])Copy

It is filtering the table for each row where Region is “A” and multiplying sales with
quantity.

Step-2: Drag new measure into Table visual to see the final output. It will return the
value only for Region “A” with specified condition.
Context in Power BI

Creating a Table Heatmap in Power BI


 by Power BI Docs
 Power BI Visuals

The Table Heatmap visual is a great way to compare data values in an easy and intuitive
way. You can create a Table Heatmap in Power BI by using conditional formatting on
Matrix visual.
So, Let’s start with an example, download the sample Dataset from below link

o Global Super Store Dataset

Let’s get started-


Step-1: Add a Matrix visual into Power BI report page and drag year, month & sales
columns in fields section.

Matrix Visual

Step-2: Select Matrix visual & go to format bar and follow these steps-

o Style – Select None.

o Grid – Turned on Horizontal & Vertical grid, and choose some light grey color
for Horizontal & Vertical grid color. And give Row padding 5px.

o Increase the font size for – Column header, Row header & Values.

o Subtotals – Turned off Row Subtotals & Column subtotals.

After implement all above things your visual look like as below-
Matrix Visual Power BI

Step-3: Right click on Sales column > Choose Conditional formatting > Click on
Background color.

Conditional Formatting-
Step-4: Background color windows dialogue box opens, now click on Diverging check
box and assign colors for minimum, center & maximum values.

Background color

Step-5: see the output, Table heatmap has been ready.

Table-Heat Map-Power BI

How to hide sale values on visual?


Follow these steps in order to hide values on visual –
Step-1: Follow the step number-3, Right click on Sales column > Choose condition
formatting > click on Font color.

Step-2: Choose same color which you select for Background color, follow step number-
4.

Step-3: See the final output-

Matrix visual Table Heatmap

Refe

Apply all filters feature in Power BI


 by Power BI Docs
 Power BI
Power BI November 2020 updates – Power BI has released Apply all filters feature. This
feature helps you to optimize the filter pane for query reduction by applying all filter
changes at once.

It is useful if you want to defer when to apply filter changes, so that you only have to
wait once after you are ready to apply any filter changes to the report or visuals.

This feature will be off by default, and report authors can turn it on or off at the report
level.

Prerequisite
Download Power Desktop latest version – https://powerbi.microsoft.com/en-
us/downloads/

Sample Dataset download from here- Global Super Store Dataset

Add some visual on report page for example & Drag some fields under
Filters Pane-

Filter Pane
Follow these steps in order to enable Apply all button
under Filter Pane-
Step-1: Click on File Tab > Option & Settings > Options.

Step-2: Current File >Click on Query reduction > select “Add a single Apply button
to..” then click on OK.

Apply all filters

Step-3: You can see the Apply button under Filters Pane after all fields. Now you can
apply many filter selections at once.
Also, this feature will be useful for any report users who doesn’t want to wait for the
report to update each time a single filter variable is applied.

Apply all filter feature example in Power BI

How to customize Apply button-


Click on View Tab > Expend the Themes section > Choose customize the current
theme > Filter Pane
Customize Filter pane Power BI
See the customize filter pane output –

Customize filter pane result

Refer other Power BI topics: Power BI tutorials

Hope you enjoyed the post. Your valuable feedback, question, or comments about this
post are always welcome or you can leave us message on our contact form , we will
revert to you asap.

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Creating an Index column using a Power


Query
 by Power BI Docs
 Power BI
Using a Power Query, you can add an Index column to your data that serves as a row
counter to rows in data table, that mean you can add a Serial
number or Row Number Column in Power BI.

Note:  It does not support Direct Query mode.

Let’s get started-


Follow these steps in order to create an Index column-

Step-1: Under Home Tab > Click on Transform data > Select Transform data

Transform Data

Step-2: Power Query Editor windows appear > Select your dataset > Add Column >
Index Column
Index Column in Power BI

Step-3: Index column gives you three option as follows.

o From 0 – It adds index starting from 0.

o From 1 – It adds index starting from 1.

o Custom – It gives you ability to set index starting number and increment.

Start Index From 0 & From 1


Click on Add column > Index Column > choose ‘From 0’ or ‘From 1’
Power BI Index column

Custom Index
Click on Add column > Index Column > choose Custom Index

Add Index Column dialogue box appears, here we have provided index starting
number as 1 and want it to be incremented by 2.

That means each next rows will have an index number that is incremented by 2 to the
index number of previous row.
Custom Index Column in Power BI

See the final output


Index column Power BI

How to move new created Index column to the beginning?


Select the column > click on Transform Tab > Click on Move Icon > Choose To
Beginning.

You can also move multi column together, select multiple column to using Ctrl + Click.

Move Column in Power BI

Row Level Security(RLS) in Power BI


 by Power BI Docs
 1 Comment
 Power BI
In Power BI Row-level security (RLS) is used to restrict data access for given users. Filters
restrict data access at the row level, and you can define filters within roles.

Define Roles in Power BI Desktop


Step-1: Import Data to Power Bi Desktop using Direct Query connection :- Import Data
in power Bi

Step-2: Under Modeling Tab, select Manage Roles

Manage Role In Power Bi

Step-3: After that create roles for users then click to Save.


Watch Video for step by step process-
Limitation
In Power Bi Service, RLS doesn’t restrict this data access in Power Bi Workspace,
members of a workspace have access to datasets in the workspace.

Spotlight In Power BI Report Page


 by Power BI Docs
 Power BI

It is very simple & useful feature, during the presentation if you want to draw attention
or highlight to a specific visual on a report page then spotlight can be used.

Let’s get started step by step with an example-


Step-1: Sample of report page visuals for an example.
Power BI Visuals

Step-2: Choose visual which you want to enable Spotlight.

Click to ellipsis(dots) > Select Spotlight


Spotlight Visual

Step-3: Now you can see the selected visual is highlighted, which causes all other
visuals on the page to fade to near transparency.
Spotlight Result

Add spotlight with Bookmarks


You can also add this feature with bookmarks-

Step-1: Enable spotlight for any visual > Click to Bookmarks Tab > Add Bookmarks

Spotlight With Bookmarks

Step-2: Assign some good name to Bookmarks( Double click to name and rename it).

Step-3: To view the Spotlight visual, click to the bookmark name.


Spotlight with Bookmark

Refer Power BI other Topics:  Power BI Tutorials

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Show values on rows for matrix visual


 by Power BI Docs
 Power BI
In Power BI Matrix visual you can show the multiple values as row headers instead of
column headers.

Let’s get stared, download the sample Dataset from below link
o Global Super Store Dataset
If you have multiple values in the Values section, they will by default show as column
headers in the matrix. See below screen shot.
Matrix Visual with multiple values

Change the format to show values on rows:

Step-1: Select Matrix visual > Go to format bar > click to Values > Turn on Show on
rows

Show on rows matrix

Step-2: Now you can see, column header for values  showing as a row header.
Matrix visual output

Recommend Post: Difference between Table & Matrix visual  &    Power BI Visualizations

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post are always welcome or you can leave us message on our contact form , we will
revert to you asap.
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