Power BI Finally FIXED This... and It's a Game Changer!

00:15:33
https://www.youtube.com/watch?v=igDhSdq7GVU

Ringkasan

TLDRThe March 25 update for PowerBI greatly enhances the card visual feature, allowing users to display essential information for different items like employees, regions, or products more effectively. It provides functionalities to dynamically format each card uniquely with colors and images based on filter context. This tutorial details the steps to create a visually appealing application using slicers for filtering employee data with search capabilities. Users learn how to implement conditional formatting measures, customize card layouts, add reference labels for additional data, and improve the overall aesthetic of the card presentation.

Takeaways

  • ✨ New card visuals enhance the user interface in PowerBI.
  • 🔍 Text search slicers allow for easy filtering by name.
  • 🎨 Conditional formatting enables dynamic coloring for different employees.
  • 🖼️ Custom images can be used for individual cards based on context.
  • 📊 Reference labels can display additional information like position or office.
  • 📋 Design transformation program helps learn comprehensive PowerBI skills.
  • 👍 The update applies to various sectors beyond HR.

Garis waktu

  • 00:00:00 - 00:05:00

    The March 25 release of PowerBI introduces significant improvements to the card visual, allowing users to display key information for various items, such as employees, with enhanced search functionality. Users can now apply different formatting and images for each card, which was not possible in previous versions. The tutorial focuses on building an application that showcases employee information with slicers for filtering by office and position, as well as a text search slicer for quick access to specific employees.

  • 00:05:00 - 00:10:00

    The tutorial demonstrates how to utilize conditional formatting to dynamically change the appearance of cards based on the selected employee. By creating a conditional formatting measure, users can set different colors for different employees and display unique images for each. The process involves inserting a card visual, selecting the appropriate fields, and applying conditional formatting to enhance the visual representation of employee data, making it more engaging and informative.

  • 00:10:00 - 00:15:33

    Further customization options are explored, including the addition of reference labels to display extra information such as position, office, email, and phone number. The tutorial emphasizes the importance of formatting these labels for clarity and aesthetics. Users are encouraged to experiment with icons and spacing to improve the overall design. The video concludes by highlighting the versatility of the new card visual for various applications beyond HR, inviting viewers to explore additional resources for enhancing their PowerBI skills.

Peta Pikiran

Video Tanya Jawab

  • What is the major change in PowerBI's March 25 release?

    The major change is the ability to use conditional formatting for different cards, allowing for different colors and images based on the filter context.

  • How can I apply conditional formatting in PowerBI?

    You can create a conditional formatting measure that checks the filter context and change the appearance of the card based on that.

  • Can I use different images for different cards?

    Yes, you can set different images for each card using image URLs and conditional formatting.

  • What is the new text search slicer?

    The new text search slicer allows you to type in names or terms to filter and display specific cards.

  • Is the card visual customizable?

    Yes, you can customize the size, position, and background of each card according to your preferences.

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Teks
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Gulir Otomatis:
  • 00:00:00
    Most people don't realize how much
  • 00:00:02
    better the new card visual in PowerBI
  • 00:00:04
    just got with the March 25 release
  • 00:00:06
    because now we can build applications
  • 00:00:08
    like this where we show the key
  • 00:00:10
    information for different items,
  • 00:00:12
    different employees, regions or products
  • 00:00:14
    and we can nicely search for it and the
  • 00:00:17
    big change is that we can show either
  • 00:00:19
    different formatting or different images
  • 00:00:22
    for each card and that was not possible
  • 00:00:24
    before and that is crucial to set up an
  • 00:00:27
    application like this. So let's go over
  • 00:00:29
    all of the steps to make this happen. So
  • 00:00:32
    we are going to build this example over
  • 00:00:34
    here where we show the key information
  • 00:00:36
    for different employees with some easy
  • 00:00:38
    search functionality there at the top
  • 00:00:41
    where we have some slicers, drop-own
  • 00:00:43
    slices for the office and position. And
  • 00:00:45
    here I use a text search slicer which is
  • 00:00:48
    also a newer slicer type where I can for
  • 00:00:51
    example type in an employee name like
  • 00:00:53
    Eric and maybe I also want to see the
  • 00:00:56
    key information for Allison and the
  • 00:00:59
    cards for these employees nicely pop up.
  • 00:01:01
    Now let's go over all of the steps but
  • 00:01:02
    you need to make sure that you're on the
  • 00:01:04
    March 25 version of PowerBI or later.
  • 00:01:07
    Now here is a starting point. I've
  • 00:01:08
    already set up the slicers because what
  • 00:01:10
    we are focusing on is the new card
  • 00:01:13
    visual. So let's insert one and let's
  • 00:01:15
    position it nicely underneath it. And
  • 00:01:17
    here I want to create a breakdown. So I
  • 00:01:20
    have different categories for each
  • 00:01:22
    employee. So I'm going to look for the
  • 00:01:24
    employee name or ID. Right now here I
  • 00:01:26
    have name and surname. Let's go for
  • 00:01:28
    that. And here for the data I'm just
  • 00:01:29
    going to pick the same field. So also
  • 00:01:31
    just the name. Now let's get to the
  • 00:01:32
    point straight away. What is the big
  • 00:01:34
    change in this March 25 version that is
  • 00:01:37
    so special? Well, it all has to do with
  • 00:01:40
    recognizing the filter context of the
  • 00:01:43
    item that we are looking at. So that we
  • 00:01:46
    can use conditional formatting to for
  • 00:01:48
    example apply a different color there
  • 00:01:50
    for Allison versus Claire or show a
  • 00:01:53
    different image here for Allison than
  • 00:01:55
    for Clare. And that was not properly
  • 00:01:58
    working in previous versions. Now let me
  • 00:02:00
    show you with a simple example. I'm
  • 00:02:02
    going to go over here to the data pane.
  • 00:02:05
    And here you see I have a conditional
  • 00:02:07
    formatting measure which just checks oh
  • 00:02:10
    what name do we have in the filter
  • 00:02:12
    context. Now if it's Allison Hill then
  • 00:02:15
    we turn light blue otherwise light gray.
  • 00:02:16
    Now that measure I want to use to set
  • 00:02:18
    the color of the headers. So let's go
  • 00:02:21
    here to formatting and then small
  • 00:02:23
    multiples headers and then here we have
  • 00:02:26
    the background. Okay. Now let's turn it
  • 00:02:28
    on. And you see here we can choose a
  • 00:02:31
    background color like pink. All right.
  • 00:02:34
    Now I want to set this dynamically using
  • 00:02:37
    conditional formatting. So I click here
  • 00:02:39
    on the FX button and then field value.
  • 00:02:42
    And now I'm going to search for that
  • 00:02:45
    measure CF test. All right. Now let's
  • 00:02:48
    click on okay. And see here we have
  • 00:02:51
    light blue for Allison and then light
  • 00:02:52
    gray for all of the other employees. Now
  • 00:02:55
    that was not possible before. And the
  • 00:02:57
    same thing we can do for images. So if I
  • 00:03:00
    go back to the formatting options of our
  • 00:03:02
    visual then images then here we can turn
  • 00:03:05
    the image on and then click here on
  • 00:03:07
    image type image URL and here either use
  • 00:03:11
    a similar measure as before but then I'm
  • 00:03:14
    returning the correct image URL links or
  • 00:03:18
    you can also just pick a column where
  • 00:03:20
    you have the links to the images which I
  • 00:03:23
    do. So I can just search for image. Now
  • 00:03:26
    here we have a column image link and it
  • 00:03:28
    will always take the first one and for
  • 00:03:30
    example here we just have one row so and
  • 00:03:32
    we get the correct image popping up. Now
  • 00:03:34
    just to make sure that you get what I'm
  • 00:03:36
    saying with these image URLs let's go
  • 00:03:38
    here to table view and let me scroll to
  • 00:03:40
    the right now you see over here I have
  • 00:03:43
    all different links to images for each
  • 00:03:46
    employee. That's it. And these need to
  • 00:03:48
    be publicly accessible links. Okay. Now,
  • 00:03:51
    let's go back here to the formatting
  • 00:03:53
    options because I don't want my images
  • 00:03:55
    to show that big. So, I'm going to make
  • 00:03:57
    them a little bit smaller. Let's put the
  • 00:03:59
    size to 100 pixels. That's already
  • 00:04:01
    better. And I want to have these
  • 00:04:03
    pictures on the left hand side of the
  • 00:04:05
    names. Okay. So, I'm going to go to
  • 00:04:08
    position left of text. There you go. And
  • 00:04:11
    I'm going to increase the space between
  • 00:04:13
    the image and the text. So, the name
  • 00:04:16
    that you see on the right hand side. So,
  • 00:04:18
    let's put this to 30 pixels. Now then
  • 00:04:20
    let's go here to call out values and
  • 00:04:22
    let's make these callout values a little
  • 00:04:24
    bit smaller. So the names a bit smaller
  • 00:04:26
    and let's go for different fonts like
  • 00:04:29
    sui. Okay. Now then here for the labels
  • 00:04:33
    there we could show the position right
  • 00:04:35
    so the position of each employee. Now to
  • 00:04:37
    do that we first of all have to select
  • 00:04:39
    series then we go here to text and also
  • 00:04:42
    there we have an fx button. So let's
  • 00:04:44
    click on it. And now I want to have the
  • 00:04:47
    position. So let's search for position.
  • 00:04:51
    There you go. And now I get Amazon sales
  • 00:04:54
    specialist for every employee. And that
  • 00:04:57
    is exactly the problem that we had
  • 00:04:59
    before with the conditional formatting
  • 00:05:01
    and with the images. The thing is well
  • 00:05:04
    here for the labels. It seems that it's
  • 00:05:07
    not fixed just yet. Well, again, it's a
  • 00:05:09
    it's a preview option. So hopefully with
  • 00:05:11
    the next update, they also fix the
  • 00:05:13
    labels. Okay. So therefore, we cannot
  • 00:05:15
    rely on the labels just yet. So, I'm
  • 00:05:17
    just going to turn that off. And instead
  • 00:05:19
    of that, we can add extra information
  • 00:05:21
    using the reference labels, which is
  • 00:05:23
    also nice. Okay, but before we going to
  • 00:05:25
    do that, let's clean it up because now
  • 00:05:27
    we have Allison Hill here for the
  • 00:05:29
    headers as well as over here on the
  • 00:05:32
    other side of the picture. So, the
  • 00:05:33
    headers we don't really need. Now, if we
  • 00:05:35
    go here, then you see they have added
  • 00:05:38
    more options, which is actually kind of
  • 00:05:40
    nice, right? So, we can put the headers
  • 00:05:42
    also on the right hand side, at the top,
  • 00:05:44
    at the bottom, etc. So all extra
  • 00:05:46
    features, but there's no feature to just
  • 00:05:49
    turn the headers off, which probably
  • 00:05:51
    would also have been nice. So even if we
  • 00:05:53
    turn off the background and the title,
  • 00:05:56
    etc., they're still there. Okay. So what
  • 00:05:58
    I would do is put them on the left. Then
  • 00:06:00
    just rotate the text so that it doesn't
  • 00:06:03
    take that much space. And then we can
  • 00:06:05
    just make it transparent. So here the
  • 00:06:07
    title transparency to 100%. All right.
  • 00:06:11
    And then let's also turn the borders
  • 00:06:13
    off, which we can do here under small
  • 00:06:15
    multiples layout. And then here we have
  • 00:06:17
    grid lines and borders. All that stuff
  • 00:06:19
    we turn off. And I would want to switch
  • 00:06:23
    the style from table to cards. Just
  • 00:06:26
    looks a little bit nicer. Now that
  • 00:06:28
    actually looks already pretty good. It's
  • 00:06:30
    just we need some extra information
  • 00:06:32
    about these employees. And maybe we also
  • 00:06:34
    don't need that background. Let's turn
  • 00:06:37
    that off. All right. And for now I'm
  • 00:06:39
    just going to make it a little bit
  • 00:06:41
    smaller. And then later on we can add
  • 00:06:43
    more employees to the right hand side of
  • 00:06:45
    it. Okay. Now to get that extra
  • 00:06:47
    information in we can use reference
  • 00:06:49
    labels. Now reference labels you find
  • 00:06:52
    over here under reference labels. Then
  • 00:06:55
    select the series. We only have one
  • 00:06:57
    series with the name. And to that series
  • 00:07:00
    you add reference labels. Okay. Now what
  • 00:07:03
    do you want to show the information of?
  • 00:07:05
    Maybe the position. Right. So, let's
  • 00:07:08
    search for position. And you see that
  • 00:07:10
    information nicely popped up at the
  • 00:07:12
    bottom of each card. Now, of course, we
  • 00:07:14
    have to play around with the formatting
  • 00:07:15
    a bit more, but let's add more. Let's
  • 00:07:17
    also add the office. So, here we have
  • 00:07:20
    office. And then I also want to have,
  • 00:07:23
    let's say, the email address. So, let's
  • 00:07:25
    search for that one. And last but not
  • 00:07:28
    least, let's add the phone number. So,
  • 00:07:30
    there you go. Now, it doesn't perfectly
  • 00:07:33
    fit. So, let's maybe make our lives a
  • 00:07:36
    little bit easier. Let's go here to
  • 00:07:38
    small multiples layout and then I want
  • 00:07:40
    to have a single column and I'm just
  • 00:07:42
    going to show two cards for the time
  • 00:07:44
    being. All right. So now we have that
  • 00:07:46
    extra information nicely visible. Now
  • 00:07:48
    let's go back over here to the reference
  • 00:07:50
    labels because well I don't like it that
  • 00:07:52
    it says first position, first office. So
  • 00:07:55
    one option that we have is to just turn
  • 00:07:57
    the titles off for all of the labels of
  • 00:08:00
    that series. All right. So if I turn it
  • 00:08:03
    off, you see already looks much cleaner.
  • 00:08:06
    Okay. Now, maybe later on we can bring
  • 00:08:08
    it back so that we can put, for example,
  • 00:08:10
    little icons right in front of it. All
  • 00:08:12
    right. Now, for now, I just leave it as
  • 00:08:14
    it is. And then I also want to turn off
  • 00:08:17
    the background color. It's not really
  • 00:08:19
    necessary. Here we have the divider
  • 00:08:20
    line. Well, we can keep it. And for
  • 00:08:22
    example, go for a lighter color. And
  • 00:08:24
    then over here, maybe we turn off ignore
  • 00:08:27
    the padding. All right. And then here
  • 00:08:29
    for that extra information, let's go to
  • 00:08:32
    value. And then instead of black, it
  • 00:08:34
    would go a little bit lighter. Yeah. So
  • 00:08:36
    maybe a light gray. All right, I'm kind
  • 00:08:38
    of happy how this starts to look, but I
  • 00:08:39
    want to emphasize the position a little
  • 00:08:42
    bit more. So I'm going to go over here
  • 00:08:43
    and select the first position label.
  • 00:08:47
    Then go over here to value and maybe
  • 00:08:50
    let's go for sigui UI semi ball so that
  • 00:08:53
    it stands out just a bit more. All
  • 00:08:55
    right, now that looks pretty good, but
  • 00:08:57
    let's make some further changes. Let's
  • 00:08:58
    go here to guards and then here I would
  • 00:09:01
    like to first of all add a little bit of
  • 00:09:03
    extra padding. So, custom. And let's go
  • 00:09:06
    for 20 pixels of padding on each side.
  • 00:09:11
    And what I also like is if this shape
  • 00:09:13
    has rounded corners. So, I'm going to go
  • 00:09:15
    here to round rectangles. And let's make
  • 00:09:18
    it 10 pixel. All right. And over here
  • 00:09:21
    for the border, a little bit too dark.
  • 00:09:23
    I'm going to go a little bit lighter.
  • 00:09:25
    For example, that light gray color looks
  • 00:09:28
    good. All right. Now the next thing that
  • 00:09:30
    I would would like to do is to line it
  • 00:09:32
    up here on the left hand side and then
  • 00:09:34
    let's go back over here to the small
  • 00:09:37
    multiples layout and here I want to
  • 00:09:39
    change the grid. So instead of single
  • 00:09:42
    column let's go for grid. Then I want to
  • 00:09:44
    have max number of rows two max number
  • 00:09:46
    of columns three and then we can stretch
  • 00:09:49
    it all the way to the right. So that's
  • 00:09:51
    nicely lined up over there on the right.
  • 00:09:54
    You see by default it's paginated. So
  • 00:09:57
    over here you get that arrow up and down
  • 00:10:00
    or left to right. You can change that
  • 00:10:02
    from the overflow and here we can also
  • 00:10:04
    go for continuous scroll. Now uh if you
  • 00:10:07
    go for pageionated the problem is you
  • 00:10:09
    don't see on which page you are and so
  • 00:10:11
    you don't know if there are still 3 4 5
  • 00:10:13
    6 100 pages to go right. So that's a big
  • 00:10:16
    downside. So it would be nice to have
  • 00:10:18
    that feature also added here so that you
  • 00:10:21
    know which page you are if you go for
  • 00:10:23
    pageionated. So therefore I don't really
  • 00:10:25
    like it at the moment. So therefore I'm
  • 00:10:27
    switching to continuous scroll. All
  • 00:10:30
    right. And another thing to watch out
  • 00:10:32
    for is that if you would now change for
  • 00:10:36
    example to a certain position. So let's
  • 00:10:38
    say Amazon sales specialist. Let's pick
  • 00:10:41
    a few like this. Now if I pick a few,
  • 00:10:45
    you see the cards resize. And maybe this
  • 00:10:47
    is not what you want. Can be nice, but
  • 00:10:50
    maybe it's nicer if they just keep the
  • 00:10:52
    same size. So if you want to keep the
  • 00:10:55
    size, what you need to do is go over
  • 00:10:57
    here to small multiples layout and then
  • 00:11:00
    fix the number of tiles and turn that on
  • 00:11:02
    so that if you change the search filter.
  • 00:11:05
    Now you see that the cards don't change
  • 00:11:07
    their size. All right, good. Now let's
  • 00:11:10
    undo that filter. Now the next thing
  • 00:11:11
    that we can play around with is also the
  • 00:11:13
    spacing, right? So over here under small
  • 00:11:16
    multiples, go to layout. Here we have
  • 00:11:19
    customize spacing. Turn it on. And here
  • 00:11:22
    we can for example increase the spacing
  • 00:11:24
    between the rows. Okay, just like this.
  • 00:11:27
    And space between the columns. Well,
  • 00:11:29
    maybe I want to have zero. All right.
  • 00:11:32
    Now, probably have to shift over here
  • 00:11:35
    this a little bit to the left and to the
  • 00:11:37
    right so that it's nicely aligned. All
  • 00:11:39
    right. Now, I like how this looks, but
  • 00:11:41
    maybe you want to go even one step
  • 00:11:43
    further by adding little icons there for
  • 00:11:45
    the office, the email, and the phone
  • 00:11:47
    number. Now, this is possible. You just
  • 00:11:49
    have to use under reference labels the
  • 00:11:53
    title. Now let's turn the title on. But
  • 00:11:56
    you have to be a little bit careful what
  • 00:11:57
    is selected. So series first name and
  • 00:12:00
    surname is selected. And here we have
  • 00:12:02
    label first position. Now for that one I
  • 00:12:05
    actually do not want to add an icon. So
  • 00:12:08
    I'm going to skip over that one. And
  • 00:12:10
    let's maybe start with easy one like the
  • 00:12:13
    email. All right. So there's the email.
  • 00:12:15
    And then here we can turn the diet on.
  • 00:12:17
    switch to custom and here we can write
  • 00:12:20
    whatever we want. All right. So I can
  • 00:12:22
    just say email colon and then followed
  • 00:12:25
    by the email. Now this is not what I
  • 00:12:28
    have in mind. So I don't think this is
  • 00:12:30
    better. Instead of that we're going to
  • 00:12:31
    go for icon and this needs to be uniar
  • 00:12:33
    icon. And you can search for one or you
  • 00:12:35
    can use the windows key dot and then
  • 00:12:38
    search for email or mail and then you
  • 00:12:41
    get different mail icons. So I could
  • 00:12:43
    pick this one. All right. You see it
  • 00:12:45
    nicely pops up right there in front of
  • 00:12:48
    the email. All right. Now, we can also
  • 00:12:50
    add some extra spaces, but the spaces
  • 00:12:52
    get deleted. So, that means you have to
  • 00:12:55
    use some other empty character. So, you
  • 00:12:57
    can go to empty character.com and just
  • 00:12:59
    copy an empty character from there that
  • 00:13:01
    does not get deleted but looks like a
  • 00:13:03
    space. So, you simply copy it from the
  • 00:13:05
    website, go back to PowerBI, and then
  • 00:13:07
    here we can add some empty spaces right
  • 00:13:10
    after a icon. So with Ctrl +V, let me
  • 00:13:14
    put in some extra spaces. And you see we
  • 00:13:16
    are creating some extra space there
  • 00:13:18
    between the icon and the email address.
  • 00:13:21
    All right. Now also we can use that same
  • 00:13:24
    trick to indent everything from the left
  • 00:13:27
    hand side. So if you think actually want
  • 00:13:28
    to have this in the middle, well there's
  • 00:13:30
    alignment to the middle. However,
  • 00:13:33
    there's nothing that says okay left
  • 00:13:35
    align and then just increase the padding
  • 00:13:38
    here for the reference label labels from
  • 00:13:40
    the left. So therefore this gives you
  • 00:13:43
    that flexibility right and we can use
  • 00:13:44
    that. So if I go here to let's say the
  • 00:13:48
    first uh not first position but first
  • 00:13:50
    office and then turn the title on here
  • 00:13:53
    as well. Switch to custom and then
  • 00:13:56
    change the text to just empty
  • 00:13:58
    characters. Let's just put in about 10
  • 00:14:00
    of these characters and you see now we
  • 00:14:02
    have indented the city to the right. Now
  • 00:14:05
    we can do the same also here for the
  • 00:14:07
    others. look for nice icons and make it
  • 00:14:09
    look like this. And tada. That looks
  • 00:14:12
    pretty good if you ask me. And it's
  • 00:14:14
    really nice to use in combination with
  • 00:14:16
    slices. So over here I have a text
  • 00:14:17
    slicer. I can just search for Emmy and
  • 00:14:20
    then Emily Bane pops up. All right. And
  • 00:14:23
    also here you can uh turn in the
  • 00:14:26
    formatting multi- search on right so
  • 00:14:29
    that you can for example also look for
  • 00:14:32
    Arie. Well then Eric pops up. And this
  • 00:14:35
    idea is very applicable also to other
  • 00:14:37
    sectors and other departments besides
  • 00:14:39
    HR. And to build it is very similar,
  • 00:14:42
    right? So if you want to show key
  • 00:14:43
    information for different projects or
  • 00:14:45
    different products or different cities,
  • 00:14:47
    you can set it up in a similar way. Now
  • 00:14:49
    let me know your thoughts in the comment
  • 00:14:51
    section below. If you like this video
  • 00:14:53
    and you want to maybe dive a little bit
  • 00:14:55
    deeper into cards or different design
  • 00:14:58
    tips and tricks in PowerBI, then check
  • 00:15:00
    out these videos over here. If you want
  • 00:15:01
    to build reports with me from beginning
  • 00:15:03
    to the end and learn all of my PowerBI
  • 00:15:07
    tips and tricks and how I develop my
  • 00:15:09
    reports with everything that you need to
  • 00:15:11
    know to make your PowerBI projects a
  • 00:15:14
    success, then check out my design
  • 00:15:15
    transformation program over here. If you
  • 00:15:18
    are newer to PowerBI and you just want
  • 00:15:20
    to improve your general PowerBI skills,
  • 00:15:22
    then check out my other training, the
  • 00:15:25
    PL300 certification course for PowerBI.
  • 00:15:28
    I bet that you get a lot of value from
  • 00:15:30
    it. Thank you for watching and see you
  • 00:15:32
    in the next
Tags
  • PowerBI
  • Card Visual
  • Conditional Formatting
  • Update
  • Employee Information
  • Slicers
  • Text Search
  • Images
  • Data Presentation
  • User Interface