Power UP your report! EXPAND ALL visuals AT ONCE in Power BI + BONUS CUSTOM Date Periods Slicer

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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.
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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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Опубликовано:

12 июл 2024

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Комментарии : 68

@Oprimaita Год назад

Saturday morning right after I wake up in bed, I grab my iPad and open RU-vid. : 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.

@vadimmiroshnichenko3917 Месяц назад

third time for the last couple years using this techinc, thank you Bas )

@braydendurant4737 2 года назад

Amazing tips mate! Trying to spruce up my reports. I’ve learned so much from you 🥰

@diederikvankolfschoten47 2 года назад

Bas, you keep adding value to my Power BI days 🙂 with every YT vid

@HowtoPowerBI 2 года назад

thank you Diederik for watching all of my vids - appreciate it! 😀

@virajphadnis 2 года назад

Amazing tip as always, can imagine how useful its going be in my reports.

@CyrilGagnaire 2 года назад

Probably the most powerful date table I've seen to date! Thanks for sharing

@HowtoPowerBI 2 года назад

haha thx Cyril!

@pedja2518 2 года назад

The best Power BI dedicated channel! 👌🏻

@HowtoPowerBI 2 года назад

thank you so much Pedja!!! 😊

@hi55us2 2 года назад

Um... This just blew my mind, such a powerful way to use a calculated table. This is going to change nearly all my reports.

@HowtoPowerBI 2 года назад

awesome great to hear you have some use cases for it!!!

@FranciscoCamacho_fjcamachoj 2 года назад

Great video Bas, thanks!!! Very useful for all reports!!!

@HowtoPowerBI 2 года назад

Thank you Francisco! Glad you liked it! 😀

@spilledgraphics 2 года назад

Awesome video Bas ! 😁👌 learned a LOT! wow!

@HowtoPowerBI 2 года назад

nice - that's really nice to hear!!! thx Carlos

@LeighRadmore 2 года назад

Another absolute belter of a video!!

@tariqramadan8755 2 года назад

Wow......amazing stuff...... No Power BI channel comes close

@HowtoPowerBI 2 года назад

oh... wow Arnabi... this totally made my day! thanks a lot :)

@minhucnguyen5524 2 года назад

Great work. Thanks alot !

@HowtoPowerBI 2 года назад

thank you Minh!!! 😀

@alexrosen8762 2 года назад

Wow! You are at another level

@HowtoPowerBI 2 года назад

thx Alex for watching again! - naaah just sharing some tricks!

@jairviera9544 2 года назад

Thky, Great Explanation.

@HowtoPowerBI 2 года назад

thank you Jair!

@sadyaz64 2 года назад

Great Tip thanks

@HowtoPowerBI 2 года назад

thx for watchn!😀

@mienzillaz 2 года назад

I was doing exactly that for accounts that had two different hierarchies. Cool

@arayow 2 года назад

Thank you for this! I noticed though that I SAMEPERIODLASTYEAR does not work properly with the date hierarchy.

@floqki19 2 года назад

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 :)

@yancaue6071 2 года назад

Did you figure out how to do this work properly?

@josephabuo6027 2 года назад

Awesome Boss.

@HowtoPowerBI 2 года назад

😎👊

@olegstepanov7500 2 года назад

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?

@HowtoPowerBI 2 года назад

I use categorical a lot as well - just depends on the use case I think

@anirudhrao3e939 2 года назад

Fantastic

@HowtoPowerBI 2 года назад

thx for watching!!!

@sahmedalee 2 года назад

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.

@nathanwalters8549 2 года назад

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

@sagarhanchate3 2 года назад

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.

@HowtoPowerBI 2 года назад

Hi Sagar, thx a lot! not sure what mean - the number of periods from the last date you have in your data set?

@sagarhanchate3 2 года назад

@@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

@jigsparikh7961 2 года назад

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.

@andreamangano338 2 года назад

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!

@OlivierTravers 2 года назад

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?

@RichardOliver 2 года назад

Yes, I totally agree with you there. Thankfully, Bas comes to the rescue again!

@DrilonPollozhani 2 года назад

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.

@HowtoPowerBI 2 года назад

yea a nice little checkbox there to sync the expand down would b nice 😄

@llaraaanara9773 2 года назад

Can the Year Slicer in rows instead in column like you do ?

@666Niusia 2 года назад

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

@tMub365 2 года назад

…. Has anyone ever told you you make PowerBi looks so easy?! 😊

@HowtoPowerBI 2 года назад

haha happy to hear I make it look easy 😋 doesn't always feel easy to me 😅

@tMub365 2 года назад

@@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

@rayt0t Год назад

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

@dhruvsiddhapura5342 7 месяцев назад

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

@sharatbabu7228 2 года назад

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

@remib5863 2 года назад

Use power query directly from excel?

@sharatbabu7228 2 года назад

@@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

@CyrilGagnaire 2 года назад

@@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

@HowtoPowerBI 2 года назад

thx @Ben Rebai Amal for giving an overview here, very helpful!!

@gauravtricks8267 Год назад

Please make a video how you make and edit your videos

@isaacyn8256 2 года назад

Download link is showing error 404, page wasn't found.

@HowtoPowerBI 2 года назад

should work now

@claudiodejesuschavarriaalt4774 2 месяца назад

:( Download link is showing error 404, page wasn't found.

@HowtoPowerBI 2 месяца назад

Hm for me works

@HowtoPowerBI 2 месяца назад

Can you paste link here that you tried ..

@Laxmanmane007 2 года назад

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 ?