Data BISummit Story Telling with Power BI Desktop

#Data. BISummit

Story Telling with Power BI Desktop Amanda Cofsky, Microsoft Power BI Program Manager #Data. BISummit

Get the files Download this deck and the. pbix file at: https: //aka. ms/Power. BIStorytelling #Data. BISummit

What is Story Telling with Data #Data. BISummit

What is Story Telling with Data Today’s world is filled with Data © 2017

What is Story Telling with Data Are there visuals and reports that tell a great story? For a visual to work, they need to tell the story the author intended. © 2017 Microsoft. All rights reserved. #Data. BISummit

Principles of Story Telling #Data. BISummit

Provide easy navigation #Data. BISummit This Photo by Unknown Author is licensed under CC BY-NC-SA

Practice 1: Create page navigation using bookmarks Goal: A user can click on each country’s card on the left to navigate to that country’s specific page. Steps: 1. View each country’s page and take a bookmark of that page. Tip: Make sure to rename them to make it easier to identify them later. 2. Add rectangle shape over each card and format it so it is transparent. Tip: If you want to easily tell shapes apparent in the Selection pane, give them a title and then turn it off. 3. For each transparent shape, through the Action card in the formatting pane, link it to its corresponding bookmark you added in Step 1. #Data. BISummit

Be dynamic #Data. BISummit This Photo by Unknown Author is licensed under CC BY-SA

Practice 2: Toggle between a table and scatter chart Goal: A user can click on a button to switch between two visuals: a table and a scatter chart. Steps: 1. Open the selection pane and notice there’s a hidden table in the same spot as the scatter chart on the Overview page. 2. Add two blank buttons and label one “Switch to scatter” and the other “Switch to matrix”. Position them on top of each other near the scatter chart. Tip: If you want to easily tell the buttons apart in the Selection pane, give them a title and then turn it off. 3. Hide the “Switch to scatter” button and take a bookmark. 4. Hide the “Switch to matrix” button and the scatter chart. Show the “Switch to scatter button and the matrix visual. Take another bookmark. 5. Notice now that clicking on each bookmarks toggles nicely the buttons and visuals. All that’s left is to hook the buttons up to the bookmarks. Through the Action card in the formatting pane, link the “Switch to matrix” button to the bookmark that makes the matrix visible and link the “Switch to scatter” button to the bookmark that shows the scatter chart. #Data. BISummit

Have guided experiences #Data. BISummit This Photo by Unknown Author is licensed under CC BY-SA

Practice 3: Add a mini playable story Goal: A user can play through a series of bookmarks to help them find an insight. Steps: 1. On the Overview page, cross-highlight by Computers and notice there are 3 yellow outliers in the scatter chart. We will to call those out, so add a circle around those point and a textbox with a description. Take a bookmark and name it appropriately. 2. Now hide the circle and textbox, but leave the cross-highlight and take another bookmark. 3. Clear the cross-highlight and take a final bookmark. Reorder the bookmarks so this bookmark is first and the bookmark from step #1 is last. 4. Now click View and play through you mini story. Tip: We made the story in reverse order since that bookmark was the only one that had the callout shape and textbox visible. If we had did it last, we would’ve had to go back and update the other two to hide those callouts since bookmarks will default things to visible if they are added after the bookmark was created. #Data. BISummit

Have interactive experiences #Data. BISummit

Practice 4: Add a slicer dialog Goal: A user can easily change many filters at once through an easily accessible dialog. Steps: 1. There are several slicers, buttons, and shapes hidden in the pane that you can use as building blocks for your dialog. Unhide them all and take a bookmark. 2. Now hide them all again except for the filter button and take another bookmark. 3. Set the Filter button action to the bookmark of everything visible and the Exit button to the bookmark of only the Filter button visible. You can now easily open and close the dialog through the buttons. 4. If you can change any slicer values at this point, you’ll notice that they get reset when you close the dialog. This is because by default bookmarks contain all filters along with all the other information about the state of the report. For these bookmarks all we want to include is the visual properties (visibility), so disable the Data related properties through the “…” menu next to the two bookmarks. 5. Try the dialog again and see how filter changes now stick. #Data. BISummit

Practice 4: Add dynamic text Goal: A user can see the best selling product and has instructions on how to find it. Steps: 1. Add the Dynamic card field to a card. 2. That’s it you’re done! Just cross-highlight a category to see the dynamic values. #Data. BISummit

Ensure consistent context #Data. BISummit This Photo by Unknown Author is licensed under CC BY-NC-SA

Practice 6: Sync slicers across your report Goal: A user who filters their report and then starts exploring will have those filters consistently applied across the whole report. Steps: 1. With the sync slicers pane open, select one of the slicers in the selection pane. 2. Check the slicer sync checkboxes next to the Overview, Germany, Canada, France, and Great Britain page names. Don’t check the boxes for visibility since we don’t want the slicers visible on those pages. 3. Now when you set slicers through the slicer dialog and then move to the other pages, the filter context will follow. #Data. BISummit

Progressive disclosure #Data. BISummit This Photo by Unknown Author is licensed under CC BY-NC-SA

Practice 7: Set up report page tooltips Goal: A user who is interested in a value can get more information just by hovering over the point. Steps: 1. There already two report page tooltips made, so the first thing to do is to mark each page as a Tooltip in the Page Options card 2. For the Sales amount tooltip, we want this to be tied to the Sales. Amount field in our model. Drag it to the Tooltip fields bucket. Check the bar and column charts on the Overview page, they should have to tooltip now. 3. For the Brand & Class tooltip, we don’t want to tie it to a field. Instead we want to use it just on the scatter chart. With the scatter chart selected, pick the Brand & Class tooltip page in the Tooltip card. The scatter chart now uses that tooltip. #Data. BISummit

Let them ask questions #Data. BISummit This Photo by Unknown Author is licensed under CC BY-NC-ND

Practice 8: Set up a Q&A button Goal: A user who wants to know more about the data can just ask their questions and not reach out to the author modify the report. Steps: 1. Add the Q&A button 2. Open the dialog by clicking on the button. 3. Ask a question such as “Sales by brand” and if you like the answer click the “Add” button. 4. Once you add as many questions as you like, click Save and close. 5. Those questions are now tied to that button. A consumer of that report would be able to view your saved questions and ask their own (but not save them). #Data. BISummit

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