Advanced Visual Crafting
Section 1: Learn
What is Advanced Visual Crafting?
Advanced visual crafting in Power BI involves enhancing standard
visualizations by using advanced formatting, custom visuals, and
interactivity techniques. It allows users to create more engaging,
insightful, and interactive reports.
Why Use Advanced Visual Crafting?
Enhances Storytelling: Makes reports more visually appealing
and easier to understand.
Improves User Experience: Enables interactive elements like
tooltips, drill-throughs, and slicers.
Optimizes Data Representation: Helps highlight key insights
effectively.
Supports Customization: Allows tailoring charts and dashboards
as per business needs.
Key Techniques for Advanced Visual Crafting
Feature Description
Feature Description
Conditional Changes colors or styles based on values.
Formatting
Drill-throughs Allows users to explore detailed data by
clicking visuals.
Custom Tooltips Displays additional data on hover.
Bookmarks Creates interactive navigation across reports.
Dynamic Titles Updates chart titles based on user selection.
Custom Visuals Enables third-party or custom-built visuals.
How Advanced Visuals Work in Power BI?
1. Apply Conditional Formatting → Change colors based on value
thresholds.
2. Enable Drill-throughs → Let users click on charts to open
detailed views.
3. Use Dynamic Titles & Labels → Make charts more informative.
4. Implement Bookmarks → Save different report views for easy
navigation.
5. Enhance Reports with Custom Tooltips → Show additional
insights interactively.
A Brief History
Power BI started with basic visualizations, but with evolving business
intelligence needs, Microsoft introduced advanced customization
features like conditional formatting, bookmarks, and custom visuals
to enhance user experience.
Section 2: Practice
Implementing Advanced Visuals in Power BI
Step 1: Using Conditional Formatting
1. Select a Bar Chart.
2. Click on Format Pane > Data Colors.
3. Choose Conditional Formatting and set colors based on values.
4. Apply rules like green for high values, red for low values.
Step 2: Creating a Drill-through Page
1. Create a new page in Power BI.
2. Add a visualization (e.g., Table of Sales Data).
3. Drag a category field to the Drill-through well.
4. Users can now right-click on a category in a main report and
open a detailed view.
Step 3: Adding Custom Tooltips
1. Click on Visualization Pane > Tooltip.
2. Enable Report Page Tooltip.
3. Create a new tooltip page and add supporting visuals.
4. Hover over the main report to see additional insights.
Example: Creating an Interactive Sales Dashboard
1. Add a clustered column chart showing total sales by region.
2. Use conditional formatting to highlight regions with low sales.
3. Enable drill-through so users can click a region for detailed sales
data.
4. Add a slicer to filter data by year.
5. Create a dynamic title that updates based on selected year.
Section 3: Know More
Frequently Asked Questions
1. What is the purpose of conditional formatting?
Conditional formatting helps highlight key data trends using colors,
making reports visually engaging.
2. How do drill-throughs improve reports?
Drill-throughs allow users to click on a category and see detailed
data, making reports more interactive.
3. Can I add custom visuals to Power BI?
Yes! Power BI allows adding third-party visuals from AppSource or
custom-built visuals.
4. What is a bookmark in Power BI?
Bookmarks save different report views, allowing users to switch
between insights easily.
5. How do dynamic titles work?
Dynamic titles change based on user selection, making reports more
context-aware.
6. What are tooltips, and why are they useful?
Tooltips provide extra information on hover, improving report
readability without cluttering visuals.
These notes will help you craft advanced visualizations in Power BI,
making your reports more dynamic, interactive, and insightful!
