Power BI - Manage interactions Tutorial
In this video, you will learn about managing interactions using Microsoft 365. The video covers different use case scenarios for managers, including organizing meetings easily with Outlook, Skype, and OneNote, managing team activity with Planner Online and Smartphone, analyzing activity with Excel and Power BI, and communicating and sharing information with your team using Groups and SharePoint.
This will help you improve your management processes and productivity by applying the appropriate Office 365 tools.
Register now to learn more and enhance your managerial skills.
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Microsoft Copilot Academy
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Make changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Create a task from a message
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Share a task list
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Create a task or reminder
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Task Module Overview
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
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Attach files efficiently in Outlook
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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Survey Consumer Satisfaction Panel with ChatGPT
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Enhance Your Product on Social Media with ChatGPT
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Write a Product Description with ChatGPT
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Structure Your Product Launch Project
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Manage Storage Space
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Use Documents in a Synchronized Library Folder
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Make a File Request
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Restore Your OneDrive Space
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Find All Shares from the Same Person
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Modify Sharing Rules
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Check Granted Shares
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Avoid Abusive Document Sharing
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Best Security Practices on OneDrive
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Use Recycle Bins to Restore Documents
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Search for Documents
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Use Document History or Restore a Document to a Previous Version
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Discover the Meaning of OneDrive Icons
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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Objectifs :
This tutorial aims to teach users how to manage interactions in Power BI, specifically focusing on how visuals can influence each other through cross filters and how to customize these interactions for better data analysis.
Chapitres :
-
Introduction to Power BI Interactions
In this tutorial, we will explore how to manage interactions in Power BI. When creating a report, it consists of multiple pages, and each page can contain various visuals. These visuals allow for data analysis and are interconnected through a feature known as cross filters. -
Understanding Cross Filters
Cross filters enable the visuals on your report to influence one another. For instance, when you hover over a visual, you will notice pictograms appearing at the top. Selecting an item, such as a specific individual, will impact the other visuals on the page. If you wish to reset the visuals to their original state, simply click back to the same location. -
Analyzing Specific Data
To analyze a specific individual's activity, you can click on their name. For example, if you click on Thomas's name, all visuals will update to reflect his data, showing that he is managing 59 clients and has placed 532 orders. -
Customizing Visual Interactions
If you want to prevent a specific visual, such as sales revenue by company, from being affected by your selections, navigate to the format tab and click on 'Edit Interactions.' New pictograms will appear in the top right corner of each visual, allowing you to customize their interactions. By selecting 'None,' you can ensure that this visual remains unaffected by your current selection. -
Viewing Data in Different Formats
You also have the option to view data in different formats. For instance, in the sales revenue month-to-month change, you can see the numbers displayed per month. You can toggle between a highlighted view and a filter view by clicking the respective options. This allows for a clearer understanding of the data being analyzed. -
Conclusion
Now you know how to create and manage interactions in Power BI. Understanding how to customize these interactions enhances your ability to analyze data effectively and derive meaningful insights from your reports.
FAQ :
What is Power BI used for?
Power BI is used for data visualization and business intelligence, allowing users to create reports and dashboards that provide insights into their data.
How do cross filters work in Power BI?
Cross filters in Power BI allow users to interact with visuals such that selecting an item in one visual filters the data shown in other visuals, providing a dynamic analysis experience.
Can I customize how visuals interact in Power BI?
Yes, you can customize how visuals interact by using the 'Edit interactions' feature in the Format tab, allowing you to enable or disable filtering effects between visuals.
What is the difference between highlighted view and filter view?
Highlighted view emphasizes selected data points while dimming others, making it easier to focus on specific information, whereas filter view shows only the data that meets the applied filters.
How can I reset all visuals in Power BI?
You can reset all visuals in Power BI by clicking back to the original selection, which removes any filters applied and restores the initial view of the data.
Quelques cas d'usages :
Sales Performance Analysis
A sales manager can use Power BI to analyze the performance of different sales representatives by creating visuals that show the number of clients and orders placed. By utilizing cross filters, the manager can quickly assess how individual sales activities impact overall sales performance.
Monthly Revenue Tracking
A financial analyst can track monthly revenue changes by creating visuals that display revenue data over time. By switching between highlighted view and filter view, the analyst can identify trends and anomalies in sales data, allowing for informed decision-making.
Client Engagement Monitoring
A customer success manager can monitor client engagement by visualizing data on client interactions. By using the edit interactions feature, the manager can focus on specific clients without affecting other visuals, ensuring a clear understanding of client activity.
Marketing Campaign Effectiveness
A marketing team can evaluate the effectiveness of different campaigns by analyzing data on client responses and sales conversions. By applying filters and managing interactions, they can isolate the impact of each campaign on overall sales.
Operational Efficiency Review
An operations manager can review efficiency metrics across departments by creating visuals that display key performance indicators. By using cross filters, the manager can explore how changes in one department affect others, leading to improved operational strategies.
Glossaire :
Power BI
A business analytics tool by Microsoft that enables users to visualize data and share insights across their organization or embed them in an app or website.
Visuals
Graphical representations of data in Power BI, such as charts, graphs, and tables, that help users analyze and interpret data.
Cross filters
A feature in Power BI that allows interactions between visuals, where selecting an item in one visual filters the data displayed in other visuals.
Format tab
A section in Power BI where users can customize the appearance and settings of visuals, including managing interactions.
Edit interactions
An option in Power BI that allows users to control how visuals interact with each other, enabling or disabling filtering effects.
Highlighted view
A visual representation in Power BI that emphasizes selected data points while dimming others, making it easier to focus on specific information.
Filter view
A mode in Power BI that displays data based on applied filters, showing only the relevant information according to the user's selections.