Dynamic Commentary in Power BI

Webinar recording
Dynamic Commentary in Power BI

In this webinar, we’ll dive into both basic & advanced ways of commenting that is possible in Power BI.

What's included

						
Full video recording

PBIX example used in the webinar

Enjoy & thank you for watching! Don't hesitate to reach out if you have any questions — write to us at [email protected]!

Presenter

Andrej Lapajne

Founder & CEO at Zebra BI

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Get PBIX Example

Download the PBIX example that we used at the webinar to check how it's done, copy the DAX code, or steal any ideas you may find useful! 😘

Access the materials

(0:35) - Why is commenting in Power BI important?
(7:21) - Overview of 5 methods of commenting in Power BI
(11:19) - Comments table
(14:53) - Data model in Power BI
(16:49) - Importing your comments table
(19:19) - Loading your comments into your report
(21:06) - Design options for your comments
(27:52) - Comment number and Comment marker
(32:37) - Displaying value columns one below the other and other design options
(36:07) - Conditional formatting
(41:05) - Smart narrative
(53:47) - DAX used in this demo
(54:48) - Connecting comments to your visual
(58:47) - Q&A

Your Questions

Here are some of the questions that came up during our live session. Thank you for being such a proactive audience. Have more questions? Drop us a note at [email protected]!

Which commenting type do you prefer the most and do you think Smart narrative will become almost default commenting visual tool in PBI to use?

At the moment probably the option with dynamic Matrix is the safest and best working option since the matrix is one of the most used visuals in Power BI, hence bug-free.

In the Zebra BI Executive Summary dashboard, when you hovered over the Net earnings - 8.6M, it showed a small graph visual with a detail of the value. How did you do that?

By creating a report page tooltip. On a separate page, you create a visual that you want to display in a report page tooltip. Next, you connect this to the original visual (Matrix with a comment in our case). For a detailed explanation, you can read our step-by-step Report Page Tooltip article.

Next to a date ID, can there also be a company code ID / organisation ID, depending on the scope of your analysis or different department/business unit?

For sure. In our case data is connected to Date and KPI. Instead, you could have other dimensions Sales channels, Segments, Key Accounts, Company names, Countries, etc… No limitations! 🙂

Prefer written step-by-step instructions?

Read the Article

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