Power BI - Customising your Visuals Video
In this video, you will learn about customizing your visuals using Microsoft 365. The video covers the various tools and features available in the Microsoft 365 suite for creating and editing visuals.
You will discover how to personalize your visuals in applications like Word, Excel, PowerPoint, and Power BI.
This will help you enhance your presentations, reports, and data visualizations, making them more engaging and impactful.
- 2:58
- 3167 views
-
Power BI - Customising your Report
- 3:12
- Viewed 2684 times
-
Power BI - Creating a Report
- 2:54
- Viewed 8822 times
-
Power BI - Publishing your Report through the Power BI Service
- 2:59
- Viewed 3272 times
-
Power BI - Creating and configuring a Dashboard
- 2:50
- Viewed 3312 times
-
Power BI - Recovering your Data from different sources
- 3:26
- Viewed 3578 times
-
Power BI - Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3388 times
-
Power BI - Manipulating tiles in a Dashboard
- 3:26
- Viewed 3098 times
-
Power BI - Sharing and publishing your Dashboard
- 3:43
- Viewed 2771 times
-
Creating a Report
- 2:54
- Viewed 8822 times
-
Introduction to Power Bi
- 1:29
- Viewed 5590 times
-
General Introduction
- 2:54
- Viewed 4580 times
-
Create dynamic visual title using the Selected Value function
- 5:42
- Viewed 3832 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3578 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 3576 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 3546 times
-
Create slicers
- 3:55
- Viewed 3484 times
-
Create quick measures
- 3:02
- Viewed 3450 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3388 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3312 times
-
Introduction to Power BI Mobile
- 2:15
- Viewed 3307 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3272 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3272 times
-
Creating your Datasets
- 2:26
- Viewed 3236 times
-
Conditional formatting
- 3:35
- Viewed 3132 times
-
Use the drill down filter
- 4:41
- Viewed 3116 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3098 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3090 times
-
Calculate function
- 4:22
- Viewed 3027 times
-
Turn on the drill down feature
- 2:23
- Viewed 2805 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 2771 times
-
Manage interactions
- 1:56
- Viewed 2736 times
-
Customising your Report
- 3:12
- Viewed 2684 times
-
Manage relations between data sources
- 2:37
- Viewed 2670 times
-
Add an alert to a visual
- 2:24
- Viewed 2654 times
-
What are measures?
- 2:58
- Viewed 2535 times
-
Creating a Report
- 2:54
- Viewed 8822 times
-
Create a PivotTable report manually
- 4:59
- Viewed 3901 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3598 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3579 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3578 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 3568 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3388 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3351 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3312 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3272 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3272 times
-
Creating your Datasets
- 2:26
- Viewed 3236 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3098 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3090 times
-
Improved version history
- 0:51
- Viewed 2828 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 2771 times
-
Customising your Report
- 3:12
- Viewed 2684 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2387 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2336 times
-
Check and share your form results
- 2:42
- Viewed 2169 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2127 times
-
Manage video settings
- 1:27
- Viewed 1891 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 1865 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1344 times
-
Analyze Team Dynamics
- 1:19
- Viewed 705 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 307 times
-
Organize into Folders
- 01:57
- Viewed 134 times
-
Sort and filter emails
- 02:51
- Viewed 128 times
-
Process an incoming message
- 01:53
- Viewed 116 times
-
Manage Views
- 02:36
- Viewed 108 times
-
Clean Up Your Inbox
- 01:18
- Viewed 81 times
-
Easily Sort Your Mails
- 01:38
- Viewed 62 times
-
Use Categories
- 02:51
- Viewed 55 times
-
Action Function
- 04:18
- Viewed 21 times
-
Search Function
- 03:42
- Viewed 32 times
-
Date and Time Function
- 02:53
- Viewed 22 times
-
Logical Function
- 03:14
- Viewed 41 times
-
Text Function
- 03:25
- Viewed 29 times
-
Basic Function
- 02:35
- Viewed 20 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 32 times
-
Introduction to Power Fx
- 01:09
- Viewed 24 times
-
The New Calendar
- 03:14
- Viewed 47 times
-
Sections
- 02:34
- Viewed 23 times
-
Customizing Views
- 03:25
- Viewed 21 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 46 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 32 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 31 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 45 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 155 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 120 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 54 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 135 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 61 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 65 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 174 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 48 times
-
Share Power Automate Flows
- 02:20
- Viewed 50 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 56 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 56 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 58 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 78 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 51 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 126 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 157 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 105 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 100 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 77 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 53 times
-
Discover the “Build Space”
- 02:26
- Viewed 44 times
-
The Power Automate Mobile App
- 01:39
- Viewed 44 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 60 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 58 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 49 times
-
Access Power Automate for the Web
- 01:25
- Viewed 63 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 63 times
-
Add a third-party application
- 02:40
- Viewed 87 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 78 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 77 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 70 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 54 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 95 times
-
Share a document securely with Outlook
- 02:21
- Viewed 63 times
-
Block a sender
- 01:54
- Viewed 89 times
-
Identify a fraudulent email
- 02:06
- Viewed 63 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 57 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 76 times
-
Protect an email by encrypting
- 01:10
- Viewed 56 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 53 times
-
Recover deleted items
- 01:09
- Viewed 148 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 80 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 52 times
-
Use a Shared Mailbox
- 01:18
- Viewed 84 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 62 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 83 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 54 times
-
Calendar Delegation Setup
- 01:21
- Viewed 80 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 145 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 123 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 88 times
-
Create a Meeting Poll
- 02:48
- Viewed 80 times
-
Display Three Time Zones
- 01:52
- Viewed 55 times
-
View Other Calendars
- 00:50
- Viewed 78 times
-
Open a Shared Calendar
- 01:29
- Viewed 80 times
-
Share Your Calendar
- 01:54
- Viewed 81 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 63 times
-
Use the Immersive Reader Feature
- 01:33
- Viewed 62 times
-
Dictate Your Email to Outlook
- 01:35
- Viewed 62 times
-
Translate Emails in Outlook
- 01:32
- Viewed 72 times
-
Make Your Outlook Signature Accessible
- 01:12
- Viewed 58 times
-
Add Accessible Tables and Lists
- 02:32
- Viewed 79 times
-
Improve the Accessibility of Images in Emails
- 01:18
- Viewed 58 times
-
Improve Email Accessibility
- 02:02
- Viewed 67 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 73 times
-
Prepare for Time Out of Office (Viva Insights)
- 02:08
- Viewed 73 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 51 times
-
Delay Email Delivery
- 01:10
- Viewed 72 times
-
Use Conversation View
- 01:47
- Viewed 59 times
-
Clean Up Your Inbox
- 01:18
- Viewed 81 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 307 times
-
Use Categories
- 02:51
- Viewed 55 times
-
Easily Sort Your Mails
- 01:38
- Viewed 62 times
-
Automate Routine Actions
- 02:19
- Viewed 63 times
-
Create an Email Template
- 01:40
- Viewed 85 times
-
Create a task from a message
- 02:00
- Viewed 112 times
-
Share a task list
- 03:10
- Viewed 120 times
-
Create a task or reminder
- 01:50
- Viewed 123 times
-
Task Module Overview
- 01:56
- Viewed 146 times
-
Manage Teams online meeting options
- 01:56
- Viewed 121 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 207 times
-
Create a reminder for yourself
- 01:59
- Viewed 126 times
-
Respond to a meeting
- 01:00
- Viewed 127 times
-
Create an appointment or meeting
- 01:44
- Viewed 132 times
-
Create different types of events
- 01:46
- Viewed 134 times
-
Edit and customize views
- 01:55
- Viewed 141 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 140 times
-
Search options
- 01:23
- Viewed 114 times
-
Sort and filter emails
- 02:51
- Viewed 128 times
-
Request a Read Receipt or Delivery Confirmation
- 02:01
- Viewed 192 times
-
The Bcc Field in Detail
- 01:53
- Viewed 123 times
-
Save and Print a Message
- 01:48
- Viewed 138 times
-
Insert Elements in Emails (Tables, Charts, Images)
- 02:49
- Viewed 169 times
-
Attach files efficiently in Outlook
- 02:20
- Viewed 128 times
-
Process an incoming message
- 01:53
- Viewed 116 times
-
Send an Email and Create a Draft in Outlook
- 03:10
- Viewed 144 times
-
Organize into Folders
- 01:57
- Viewed 134 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 123 times
-
Create and add a signature to messages
- 01:26
- Viewed 134 times
-
Manage new message notifications
- 01:40
- Viewed 115 times
-
Change the default font of your emails
- 01:05
- Viewed 119 times
-
Manage Views
- 02:36
- Viewed 108 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 163 times
-
Explore the Interface
- 03:22
- Viewed 121 times
-
Introduce the new version of Outlook
- 02:01
- Viewed 127 times
-
Manage Storage Space
- 02:08
- Viewed 236 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 228 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 253 times
-
Make a File Request
- 01:24
- Viewed 253 times
-
Restore Your OneDrive Space
- 01:42
- Viewed 233 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 243 times
-
Modify Sharing Rules
- 00:53
- Viewed 240 times
-
Check Granted Shares
- 00:48
- Viewed 228 times
-
Protect My Document with a Password and Expiration Date
- 01:02
- Viewed 248 times
-
Avoid Abusive Document Sharing
- 00:57
- Viewed 213 times
-
Best Security Practices on OneDrive
- 01:27
- Viewed 240 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 250 times
-
Search for Documents
- 01:31
- Viewed 223 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 305 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 243 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 237 times
-
Edit, Delete a Share
- 02:16
- Viewed 292 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 238 times
-
Power and Manage OneDrive
- 01:36
- Viewed 229 times
-
What is OneDrive ?
- 01:14
- Viewed 435 times
Objectifs :
This document aims to provide a comprehensive guide on customizing visuals in Power BI, detailing the various options available for data summarization, filtering, and formatting to enhance data presentation and analysis.
Chapitres :
-
Introduction to Customizing Visuals in Power BI
Customizing visuals in Power BI is essential for effective data presentation. This guide will walk you through the steps to modify visuals based on your data needs, ensuring that your reports are both informative and visually appealing. -
Understanding the Visualizations Pane
The Visualizations Pane is a crucial component in Power BI that allows users to customize their visuals. The number of available buckets in this pane changes depending on the type of visual selected. By hovering your mouse over a bucket, you can access additional information about the data it contains. -
Data Summarization Techniques
Power BI automatically summarizes values in a field. To customize how these values are summarized, you can click the arrow next to a field name and select the desired summarization method. This can be done in the Fields pane under the Modeling tab, where you can also adjust formatting options such as monetary or percentage symbols. -
Filtering Data
In the Filter section, you can drag multiple fields into a single bucket. This allows for more refined data analysis. For example, you can filter to display only sales data for the fourth quarter, enhancing the focus of your visual. -
Display and Aspect Editing Options
To edit the display aspects of a visual, select the visual and activate the options in the Visualizations pane. You can change colors, formatting, and other visual properties. Each visual type offers different customization options, allowing for tailored presentations. -
Customizing Visual Borders and Titles
You can create a border around your visual and specify its color. Additionally, you can customize the visual title and background to improve clarity and aesthetics. -
Positioning and Sizing Visuals
In the General section, you will find options for positioning and sizing your selected visual. Proper alignment and size adjustments can significantly enhance the overall layout of your report. -
Adding Reference Lines
For certain visuals, you can define a constant line, also known as a reference line. To add this, select the Analytics pane, navigate to the Line section, and click on Add. You can set the value, color, style, and position of the line, as well as include a data label for clarity. -
Utilizing Additional Analytics Lines
The Analytics pane also provides options for adding various lines such as minimum, maximum, average, median, and percentile lines. These tools help in providing deeper insights into your data. -
Conclusion
Customizing visuals in Power BI is a powerful way to enhance data analysis and presentation. By utilizing the various options for summarization, filtering, and formatting, users can create impactful reports that effectively communicate insights.
FAQ :
What is the Visualizations Pane in Power BI?
The Visualizations Pane in Power BI is where users can select and customize different types of visual representations of their data, allowing for a tailored data analysis experience.
How do I summarize data in Power BI?
In Power BI, data can be summarized by selecting a relevant field in the Fields Pane and choosing a summarization method from the options available in the Modeling tab on the ribbon.
What are buckets in Power BI?
Buckets in Power BI are categories or containers that hold data fields for visualization. Users can drag and drop fields into these buckets to organize and display their data effectively.
Can I customize the colors of my visuals in Power BI?
Yes, Power BI provides many options to change the colors and formatting of visuals. These options can be accessed in the Display and Aspect Editing Options section.
What is a constant line in Power BI?
A constant line in Power BI is a reference line that represents a fixed value on a visual. Users can customize its color, style, and position to enhance data interpretation.
How can I apply filters to my data in Power BI?
To apply filters in Power BI, navigate to the Filter Section and drag the desired fields into the filter buckets. You can then select specific filter options to display only the relevant data.
Quelques cas d'usages :
Sales Performance Analysis
A sales manager can use Power BI to visualize quarterly sales data by creating a bar chart in the Visualizations Pane. By summarizing the sales figures and applying filters for specific regions, the manager can quickly identify trends and areas for improvement.
Financial Reporting
An accountant can utilize Power BI to create financial reports by customizing visuals to display monetary values. By using formatting options, they can present data in a clear and professional manner, making it easier for stakeholders to understand financial performance.
Customer Insights Dashboard
A marketing analyst can build a dashboard in Power BI to track customer engagement metrics. By using the Analytics Pane to add constant lines for average engagement levels, they can visually assess performance against benchmarks.
Project Management Tracking
A project manager can leverage Power BI to monitor project timelines and budgets. By filtering data to show only the current project's status and using percentile lines to indicate progress, they can effectively communicate project health to stakeholders.
Operational Efficiency Monitoring
An operations manager can apply Power BI to visualize operational metrics. By summarizing data and customizing visuals, they can identify bottlenecks in processes and make data-driven decisions to enhance efficiency.
Glossaire :
Visualizations Pane
A section in Power BI where users can select and customize different types of visual representations of data.
Buckets
Categories or containers in Power BI that hold data fields for visualization purposes. Users can drag and drop fields into these buckets to organize data.
Summarization
The process of aggregating data values in Power BI, where the software automatically adds up values of a field to provide a summary.
Fields Pane
A section in Power BI that displays all the data fields available for use in reports and visualizations.
Formatting Options
Settings in Power BI that allow users to change the appearance of data, including symbol types (monetary, percentage, etc.) and other visual properties.
Filter Section
A part of Power BI where users can apply filters to their data visualizations, allowing them to display specific subsets of data.
Display and Aspect Editing Options
Settings in Power BI that enable users to modify the visual aspects of a chart or graph, including colors, formatting, and layout.
Constant Line
A reference line in a Power BI visual that represents a fixed value, which can be customized in terms of color, style, and position.
Analytics Pane
A section in Power BI that provides analytical tools and options for adding reference lines and other statistical indicators to visuals.
Percentile Lines
Lines in Power BI visuals that indicate specific percentiles of the data, helping users understand the distribution of values.