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Power BI Desktop: New Report Authoring FeaturesSummaryThe purpose of this document is to serve as supporting reference to new report authoring and visualization features added to the Power BI Desktop application. Power BI Desktop is a free business intelligence design and development application containing rich capabilities in data connectivity, transformation, modeling, and report/dashboard development. Business intelligence artifacts created within Power BI Desktop such as datasets and reports can be published to the Power BI Service and consumed by Power BI users.New features and enhancements related to data connectivity, modeling, transformations, and general Power BI features are outside the scope of this document.This document will be updated with future Power BI report authoring updates (e.g. September 2016 Update) and may be enhanced with further details and examples.As of 8/28/16, this document only identifies new report authoring features and improvements since the September 2015 update.#Feature or ImprovementDetailImage(s)Update Month1Report-Level filtersCould only filter report pages and individual visualizations before this updateCan now filter all visualizations in all report pages from single filter Sep-20152Drill Up/Down for column and scatter charts?Three new controlsDrill UpDrill All to next levelWill go to city levelClick to turn on Drill Down modeWhen enabled, can click the bar on the chart and drill into the specific items for that given selection*Can still cross filter; filter drill down chart by other chart selection?Sep-20153New Page Size and Page View optionsPage Size: 16:9, 4:3, Dynamic, Letter, CustomCould have different page sizes within reportPage ViewSelect Canvas of report page and then formatting option (paint brush under Visualizations)*Can expand/collapse panes and use scroll bars to view content with different page views?Sep-20154Inserting Shapes in the Report canvasCan insert and format shapes in the reportFull formatting options of shapes (fill, width, aspect ratio, title, background, title)?Sep-20155Search box for fields paneCan type in ‘customer’ and search will filter and highlight table and columns that match search condition?Sep-20156Expand/Collapse All in fields paneRight-click one of the tables can also Collapse All and Expand All to more easily navigate a data model with many tables and columns??7Field well cardinality supportDrag-replace for buckets with 1 itemChart with field X on legend, can be updated to use field Y without removing existing field X??8Additional Data Label formatting optionsDisplay in Auto is default but can show values in millions, thousands, etcPrecision (decimal places)??Sep-20159X-Axis Label Direction Charts automatically adjust to (Horizontal/Diagonal) depending on width of members on visual??Sep-201510Logarithmic & Linear scales for Y AxisFormatting pane, Y axis section of formatting pane with chart selected??Sep-201511Display Text for hyperlinks in textboxesDon’t have to show the URL in the link; just show friendly textUse flyout menu when configure text box; insert link and type URL??Sep-201512Improvements to existing visualizations:Table, Matrix, Slicer, Scatter Chart, Single Cards, Combo Charts and GaugesTable and MatrixResize columnsTree maps support data labelsSlicersAbility to select all or unselect all via single clickAdditional formatting options for slicers (title, font, row, etc)Scatter chartBubbles colorSingle CardsFormatting, labels, cat labels, word wrap, titleCombo ChartsPerformance improvement, will render fasterGaugeCustomize min, max, and target values by using fields from pane??Sep-201513Color Saturation values in tooltipsYou now see the value of the saturation metric when you hover your mouse over the bar ??Sep-201514Resize images and apply additional formatting optionsMore options for formatting shapes and imagesTitle or notBackground colors and transparencies images ??Sep-2015?15?Custom VisualizationsUse visuals from PBI Gallery in PBI DesktopApp.visualsBrowse for .pbiviz file and visualization will have a new icon in visualizations pane in pbi desktopAll other visuals will respect filter selection just like standard provided visualsFormatting options just like other PBI visuals??Oct-201516Insert Visual from RibbonInserts a blank visual, defaults to column chartOct-201517Default SortingVisuals may automatically sort by axis values alphabeticallyDescending default sort when choosing to sort by a metric in visualsOct-201518Funnel Chart FormattingTooltipsData label customizationsInside or outside barOct-201519Slicer FormattingCan sort slicer itemsCan change font sizeSee formatting pane when slicer is selectedFull control of header and rowsOct-201520Gauge FormattingNow you can control values from fields (Sept Update) but also use formatting pane to apply hard coded valuesCan also customize title and background for gauge Oct-201521Data Label LayoutPrevent labels from overlapping; improved positioning algorithmsOct-201522KPI (Preview Feature)Exposing as early preview to get feedback onlyIf there are KPIs configured in SSAS Tabular, with live connection you can use the KPIsIf there were KPIs in Power Pivot for Excel you imported, you can use them tooOct-201523Play Axis for Scatter Chart visualizationWas popular in Power View for Excel; now available in PBI DesktopClick ‘play’ to see animation render or pause at specific valueNov-201524Horizontal SlicersControl orientation of slicer items (vert or horizontal)Default is verticalWith slicer selected, go to formatting pane and change orientationNov-201525Slicer Selection BehaviorSingle Select vs Multi-SelectSelect All With on, select all member will appear allowing you to quickly remove all filter selectionsSingle SelectCan force selection to mutually exclusive or allow for selecting multiple membersNov-201526Control Z-orderCan move images and visuals forward or backward to control formatting when overlaying imagesNov-201527Background Colors for SlidesCustomize background for each report pageAvailable in formatting paneJust click anywhere on canvas of page that’s blank (not a visual or slicer)Could have different report pages with different colors and sizes (earlier update)Nov-201528Interaction between VisualsCan now control which visualizations are cross filtered by a given visualizationSelect a given visualizationEnable edit mode of visual interactionsClick ‘None’ or allow filtering on icons for other visuals on report pagesCan also toggle between highlighting part of the whole when crossfiltered by other visual or just filter to that specific selection from other visualNov-201529Duplicate PagesSave time of building reports with similar layout; use page as templateRight click on the page tab at bottom of app, and click ‘Duplicate Page’Nov-201530KPIs and Images in Tables, Matrices and CardsConsume KPIs from SSAS Tabular or Power PivotData Tools - ModelingIf you have URL for image in your data model, PBI Desktop will retrieve image Nov-201531Improved tooltips in area and line chartsImproved logic to avoid tooltips overlapping with data pointsNov-201532Change Text Size in Cards & Tables/MatrixFormatting paneAvailable for Cards, Tables, and Matrix only currentlyNov-201533Tooltips and Labels in Field Well and FormattingExplain what the given option does to use; in-product documentationAvoid user getting lost about how to use formatting option Nov-201534View Categories with no dataVisuals will display categories with no data If it’s been filtered out for exampleNov-201535Improved default sort behaviorSort ascending by attributeSort descending by measureNov-201536Axis Scale display unitsY axis section, formatting paneAuto is default, millions, billions, etcNov-201537Visuals Refresh Optimizations with basic modeling operationsNot required to refresh all visualizations for many changes that only impact one or a few visuals or part of modelNov-201538Format data labels per category seriesWith multiple metrics on a chart such as quantity and sales you can format each metric differently Dec-201539Control decimal places in visualsSelect a visual, go to formatting, change decimals for visualDec-201540Change text sizes in visualsModify size of data labels nowDec-201541Control layout and alignment of visualsCombination of four different capabilities:AlignmentDistributionSizePositionControl+click to select the chartsUse align, distribute, arrange optionsMultiple options for ensuring same space in ht/wtWith combination of all options can make all visuals nicely alignedCan also select a visual and from formatting General pane can specify specific properties Dec-201542Set styles across visuals via Format PainterSelect an existing visual that has desired formatting/style (text size, background, color, etc)Click format painter under home tab (icon on ribbon will then become active)Click a different visual to apply formattingAll formatting that ‘makes sense’ will get copied into new visual. Not everything come overDec-201543Optimized ‘Home’ ribbon layoutSome options have been collapsed under dropdowns or resizezWhen you resize your PBI Desktop app the ribbon will resize for how much space is availableDec-201544Visual cue for sort state in Table visualsWhen you click on metric or hover over the arrow will advise if sortingCan single click to change sort of tableDec-201545Smart tooltips for Area and Line charts on hoverHover over will display values from multiple metrics in tooltipSee exact values of categoriesDec-201546New Visual: Stacked Area ChartDec-201547Reference Lines for Cartesian VisualIn formatting for chart you can set reference line and then apply detailed formatting to reference line including data labelDec-201548Improved data labels for pie and scatter chartOptimized labels for these two visuals to make better use of space. Display as much as possibleDec-201549R Visuals Integration (preview feature)Create visuals based on R Scripts in your reportsSpecify R script to reference/evaluate Combine analysis with other visuals (standard or custom)Dec-201550Suggested Table to Table relationshipsWhen you create a visualization that has no relationship defined between tables involved in visualizationVisualization will error and with ‘fix this’ message will offer Relationship DetectionCould be important for large, complex models and users not familiar with all relationshipsDec-201551Add borders to a visualSelect visualGo to formatting pane, scroll to bottomTurn on borderModify color Jan-201652Background images for chart plot area and report pagesClick page background of a reportFormat paneClick Add ImageBrowse for imageSet transparencyCan also set a background image for the plot area of chartFormatting panePlot areaAdd imageSet transparency and how image fitsJan-201653See Data Behind a VisualCan also export data to a CSV fileSelect a chartSelect Focus mode iconClick See Data icon in top right of focus modeCan switch to vertical layout (data)Use ellipsis to export data to CSVFeb-201654Map ImprovementsPlot map with latitude and longitude onlyPreviously had to provide lat/long and text field (street name, city name, etc)Feb-201655KPI Consumption GANow GAAlso support for navigation hierarchies SSAS MD modelsCan also see KPI Trend (not just status and value)Feb-201656SSAS Exploration ModeDisplay folders in Fields paneFeb-201657Contextual Ribbon layoutSingle Home tab is split between contextual report tools and HomeIf no visual is selected, only Home and Modeling tab visibleIf a visual (or multiple is selected, Keeps Home Tab from being too complex; more focused experienceFeb-201655New KPI VisualAllow you to visualize KPI value and trend; relative to measure or valueKPI Visual will turn green/red/yellow based on value to targetCan also define min and desired target valuesFeb-201656Open to Last viewed page when savedWhen you reopen a report, you will go to the page in report last viewedFeb-201657“Edit Query” option in table context menu in fields paneSelect a table in field pane, go straight to edit query for that tableClick ellipsis or right-click and click Edit QutyWill bring up Query Editor menuMuch easier to get to table at Feb-201658Duplicate page from RibbonPreviously only had a right-click from bottom page tabFeb-201659Publish reports to a Group Space in PBI ServiceFirst publish of a report provides options to choose destination workspace including group workspaces Published report is immediately available to group workspace membersMar-201660Do Not Summarize setting respected from SSAS MD modelsIsAggregatable property set to False in SSAS MultidimensionalPBI now respects this propertyThis feature only works with live connection setting, not with imported dataMar-201661Formatting styles for Table, Matrix, and Multi-Row CardRich formatting control over the grid lines (vertical and horizontal), the headers (column only for table), the values of the table including an alternate row format, and the totals rowApr-201662Trend lines on visualsFor chart visuals that soApr-201663Drill Action – See Records View data behind individual data label in chartCan now control drilling from ribbon as opposed to only within the chartsWith See Records Enabled you can single click a bar to drill into the values of that specific data labelYou can also right-click a bar and use See Records button Apr-201664Map auto-zoom during drill/filterAdding/removing data to map visual automatically adjusts zoom to show data selectedApr-201665In-line hierarchy labels (preview)Parent data label is appended to child data label when drilled to lower level*Not applicable with natural hierarchyApr-201666Customizable tooltipsAdd measures to tooltips to provide more context of single data pointCan also apply an aggregation against the tooltip measure or a Quick CalcMay-201667Conditional formatting in tablesValues bucket, dropdown of given measureCan use values of table or specific number (hard coded #, not parameter or formula)Note: Only available for Tables, not matrices as of May 2016 updateMay-201668Publish to Pyramid ServerFile – Publish - PyramidMay-201669Scrolling loads more data in chartsMore data is loaded to chart as you need it (via scrolling)Happens automatically if more data than be formatted nicely on chartCharts supported:Line, Bar, Column, Area*This works with categorical X axis (not continuous)May-201670Keyboard nudging for visualsUse arrow keys to move visual around the canvasUse SHIFT + arrow to move in larger incrementsMay-201671Quick Calcs - % of grand totalDropdown of metric in values bucketShow values % of grand total (only option)Don’t have % of parent, row, columnCan have same metric multiple times*area of focus in futureMay-201672New Visual – Shape Map (preview)Applies different colors on regions of map based on values of metricDoesn’t require geographical data categoriesWill be able to use with custom visuals in future monthCurrently ship several standard Note: Must enable the visual in Options of PBIXCan apply a Legend attribute in addition to the Location attributeJune-201673Searchable SlicersClick ellipsis in top right of slicerType in value name, list will narrow down results and clickSimilar to search in Excel field list – helpful with many distinct values in slicerJune-201674Configurable line chart labelsCan show minimal labels (highs and lows only?) or many data lablesJune-201675New Sign-in entry pointsmakes it easier to sign intop right cornercan switch accountconfigure your account settings June-201676Predefined table stylestables only, not matricescan still apply other formatting featuresJuly-201677ShapeMap can use custom mapscan now use custom maps such as floor plans or seating charts Add Map; JSON fileCan see keys used by map for saturation on line chartA hierarchy on X axis of line chart supports drillingAug-201679Continuous axis for Date axisSee the continuous dates despite drilling through through date levelsAug-201680GA for Inline HierarchiesCurrently not an option to turn offActive when drill down is not enabled (Drill All)Double arrow, not single arrowAug-201681Predefined Matrix stylesPreviously only had table stylesAvailable as Matrix style dropdown in formatting pane for matrixCan apply additional custom formatting on top of pre-formattedAug-201682Reorder fields in charts and tooltipsThe bars in the visual now respect the order of the fields added in the field wellApplies to both measures and tooltipsAug-201683Color formatting for KPI visualPreviously only red, yellow, and green. Can now define which colors to useAug-201684Analytics PaneWill be home for all analytics features – will appear whenever you have a visual selectedAug-201685Dynamic Reference LinesCan now have reference lines based on min, max, average, median, and percentileTrend line moved overCan create reference lines based on multiple measures but the measure must be on the given visualPreviously only constant line supported ................
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