Monday, December 1, 2025
Friday, November 14, 2025
Power BI Report Mobile Layout - Snack 20
In this mobile world, you might want to enable a cleaner view of reporting for those interested in accessing reports through the Power BI app.
You didn't know there is an App for that?
There is indeed. Look it up in your favorite app store and access all of your reports on the go, after we get this ready, of course.
Let's get going ...
1) Jump into your report and switch to EDIT mode.
2) Click "Mobile Layout," at the top of the screen, just underneath the title of the report.
- A screen appears offering the opportunity to "Create a mobile layout."
- Do NOT click that button that says "Auto-create mobile layout."
- Try that some other time.
On the right of the screen are two panels, "Page Visuals" and "Visualizations."
The "Page Visuals" panel displays all the elements from the report created.
The "Visualizations" panel enables you to modify the element for better visibility in mobile view, without impacting the original desktop display you created. To do so, click the element you want to adjust, and the panel will populate with options available for modification.
3) From the "Page Visuals" panel, click, drag & drop the little boxes out onto the white area that looks like mobile device.
- Take them one at a time. When they appear on the mobile device layout, gray handles appear enabling you to resize and reposition the element. Position and size it, then move on to the next.
- It will not let you stretch off screen, thankfully.
- It will let you lay them over the top of each other though, so beware of that.
- Hover over and scroll on the mobile device layout to get more real estate.
4) File > Save
- To get back to the original Desktop Layout View, click the icon in the lower left of the screen that looks like a computer screen.
. . .
I hope you enjoyed tagging along with this little exercise. This concludes the last regular installment of these little snacks. There will be other editions, just not quite as frequent, I think. You never know.
There is a lot more that can be done in Power BI. We hit all the core elements though.
Everything else can be figured out by clicking around, asking around the interwebs, or your favorite Artificial Idiot (AI). The latter is usually right, most of the time. You know how it is. You are doing 100% better if you figure it on your own though.
Microsoft hosts an excellent support community (Power BI forums - Microsoft Fabric Community). The folks over there can answer just about any question or at least work through figuring it out with you.
Additionally, Guy in a Cube on YouTube is an excellent resource for tips, tricks, demos, feature reviews and really digging into the guts of Power BI, and they are more interesting than most.
Saturday, November 1, 2025
Friday, October 31, 2025
Power BI Formulas and Calculations - Snack 19
Today, let's talk a bit about Calculations aka Formulas, which are called Measures in Power BI. They are not a whole lot different than their counterparts in Excel. There are some distinct differences though and too many to discuss in this forum.
Everything done in the report so far is nice but does not address one concern.
What if the data does not display some calculation or another?
We have to add it ourselves.
Do we add it to the original spreadsheet before we connect the spreadsheet?
You can but it is not quite as efficient.
What if we do not think about this calculation until after we have already connected it?
That is what we are about to talk about.
Can a calculation be added to our spreadsheet after we have connected it to Power BI?
Yes, but it is awkward at best.
The best way to handle this situation is to do nothing with your original spreadsheet. Best practice is to keep your original data as it was originally sourced and just do a little coding.
Wait a minute, I did not bargain for that!
Don't worry. It is relatively easy, and I am going to tell you exactly what to do.
Let's say for instance that you want to know the difference Sales and Gross Sales.
In Power BI Online,
1) Access the report we have been working on.
2) Choose EDIT
3) Choose OPEN SEMANTIC MODEL (a button on the top row)
The view will change to a little table showing all of the table columns. There will be a green bar at the top that says, "You are in Viewing mode and changes will not be saved."
4) Switch to EDITING by selecting the green menu button in the very top right of the screen that currently says "Viewing"
BEWARE! Keep in mind your changes will be permanent and automatically saved.
5) Right-Click on the table name in the Data Pane on the right.
6) Select "New Measure"
A new box appears at the top of our space with red check box and a green check box which says "Measure = "
In the following steps, we are going to put in the following measure:
Sales Difference = SUM(financials[Gross Sales])-SUM(financials[ Sales])
Pay close attention to what is happening as you type.
7) In the Measure box type "Sales Difference =" over the top of "Measure ="
Nothing happens. Hrmm.
8) Type "SUM" then press <TAB>
Notice that as soon as you began to type, a drop-down of options appears. Those are other expressions that you can use. We are only going with SUM for right now.
Also notice that a "(" was added automatically for you when you hit <TAB>
9) Type "Gr ..."
The name of that column from the table appears suddenly
10) Press <ENTER>
11) Type ")" to close the argument.
Sorry. It does not know when to stop, so you have to tell it.
So far, we should look like "SUM(financials[Gross Sales])."
That is not enough to get us there.
12) Type "-"
Nothing happens.
13) Type "SUM" and press <TAB>
14) Type "Sales"
Now we have a problem. There are two to choose from. We already used one of them though, so that narrows things down.
15) Click the one titled "financials[ Sales]"
16) Type ")" to close the argument.
17) Press <ENTER>
If you did everything right, you should Power BI "Working on it ..." and then your Measure will appear in that box, without any errors or weird red lines underneath parts of it. If it has those things, erase it and start over.
If you cannot get it to work. Grab the full formula above and paste it in that box instead.
18) Switch back to "Viewing" mode by clicking that little button in the top right of your screen that currently says "Editing."
Notice that there now appears to be a column in the table for "Sales Difference." It is actually only a formula that will consistently calculate the difference between those two columns everywhere you use it. It will act like a column but really is not. It is only pretending.
What we have done is tell Power BI that every time we drop in this little pretend column, we want it to calculate the SUM of Gross Sales, calculate the SUM of Sales, then subtract the latter from the former. Easy, right?
You can now go back to your report and use this little formula anywhere you like; well, most anywhere. That is another story for another time though.
A couple of other related stories are New Columns and Visual Calculations.
When we first started with this, about the time of the right-click, you probably noticed you can also add "New Column." That is a whole different situation than what we just did, though it can work much the same, though on a row-by-row basis.
What is the difference?
Days of argument over which is more suitable for conditions in the report.
Stick with DAX for now.
Oh, I probably forgot to mention, that is what "code" we were writing.
While a lot of others try to define catalogs of the various expressions available for DAX, Microsoft has their own and is probably more reliable than others.
Data Analysis Expressions (DAX) Reference - DAX | Microsoft Learn
You might also discover or someone else may also tell you that you can simply use a "Visual Calculation."
You can. It is easier.
Understand that they only apply to the visual selected though and cannot be reused easily.
That is the best I can frighten you on this Halloween.
Happy Measuring!
Friday, October 24, 2025
Power BI Report Titling - Snack 18
It feels like the only thing really missing from this little report is perhaps some sort of title.
Let's add one!
1) Jump into EDIT mode on the report.
2) Click "Text Box" at the top of the screen.
A box appears with an accompanying Format Box. If you have any experience at all with Microsoft Word, you already know what to do here.
3) Give the report a title by typing into that text box.
4) Choose whatever formatting options make you happy.
However, suppose for a moment that you or the person(s) accessing the report would like a date on the report that reflects whatever year, month or day is selected.
That little Format Box is more powerful than you realize.
5) In that Format Box, click "Value."
The format box expands so that you can "Create a dynamic value that updates with your data."
This is where you really to know your data and how you might query it to answer the first question in that box, "How would you calculate this value."
It also helps to know how Power BI wants you to ask this question. Sometimes, you have to play around with the word order to get it to do what you want. I already did that for you here.
6) Type in that box "Latest Date Financials"
7) An option displaying the very same thing you type should appear below that. Choose it!
Just below that, where says "Results," you should see "12/1/2014"
Beneath that is a drop-down to choose how to display that result and other associated formatting options.
Finally, the box at the bottom enables naming the value. This is handy if you have a lot of different values driving that title and/or description and need to keep them all straight. You can literally write an entire diagnosis in that text box, using nothing but defined values.
Let's leave that last one as #Value for now.
8) Click Save on the Formatting Box.
The date should appear in your text box.
You might need to format it to match any text you placed before that.
9) File
10) Save
Let's test it out. Click on "Qtr 2" in the bar graph and the date just created should change to 6/1/2014. If it did not, start over.
Fun, huh?
You can also add many of the options that visualizations have to that text box. If you have it selected, what is normally the Visualizations Pane has become the Format Text Box Pane. That is not the same formatting just covered; it is for the box itself.
That is all I got this week.
While it feels like that is all that is left to do, we still got a few things to talk about, so look for another episode soon.
Friday, October 17, 2025
Power BI Report Filtering Options - Snack 17
There are multitude of ways and means to filter in Power BI. A few snacks back, we talked about how the visualizations can filter one another. Additionally, specific visuals can be included for nothing more than filtering. If you scan through the visualizaiton icons, you will find such filter called "Slicer."
- Click out in the blank space so that you are sure to have nothing selected.
- Find and click the SLICER visualization under the Visualizations tab.
- Drag and drop SEGMENT from the Data Panel into the Visualization Panel Field
- You should see the visualization populate with the market segments.
- Click the boxes and watch the changes
- Unclick all boxes
- Format your visual
- Under Slicer Settings, you will see that this visual has three.
- Vertical List
- Tile
- Drop Down
- Cycle through them and see what happens
- Choose Drop Down when done playing around
- As with other visuals there are other modifications you can make it look just how you like.
- Move and Size your visual to make the most of the space on the page.
- SAVE!!
- Click in the blank space of your report again to ensure nothing is selected.
- Drag and drop the following fields from the data panel to the little box under "Filter on all pages"
- Date
- Discount Band
- Product
- Segment
- SAVE!!
- Require single selection
- This will force the user to choose only one item, though they can still CTRL+Click to choose more.
- Filter type
- Basic filtering
- Offers a list of choices
- Advanced filtering
- Offers a sort of query view enabling more exacting choices
- Relative Date & Relative Time
- Only available for Date fields
- Enables a user to choose a period
- In the last ... however many whatever
- In this ... whatever
- In the next ... however many whatever
- requires futures dates
- Expand or collapse filter card
- Remove (the filter card)
- Lock (the filter so it cannot be changed)
- Hide (nobody can see this filter card when it is published)
Friday, October 10, 2025
Power BI Formatting Report Visuals - Snack 16
You probably noticed a few things about the visuals added that you probably do not care for. Or at least, whomever you are building the report will not want to see.
The little table has values that go down to the penny, which is usually not needed for financials. The "Sum of Profit" visual says "Sum of Profit," which is not particularly descriptive.
The visual that we added last time is titled, "Sum of Sales, Sum of Gross Sales and Sum of Profit by Year and Quarter." While that is relatively descriptive, it is not exactly what we want there. Also, the titles on the X/Y axis seem a little redundant, displaying information that is already highly visible.
This is where formatting the visual comes in and can be very useful in making things look just the way our audience would rather it appear.
Let's slip into EDIT mode on your report and make a few changes.
There are few things to know first that will really help.
After selecting a visualization, when you choose "Format your visual" under Visualizations, there are two tabs under that, "Visual" and "General."
- Visual Tab is for adjusting just about anything related to the presentation of the graphics and the data displayed inside visualization.
- General Tab is for adjusting the overall appearance of the visual, such as its size, shape, color, and other effects.
- Click the Table visual to select it for modification
- Under the Visualizations panel,
- Choose "Format your visual" (NOTE: To adjust the decimal, we can go two directions
- Visual Tab (adjusts the decimal places for this specific column in this visualization)
- Choose "Specific Column"
- From the drop-down under "Apply settings to"
- Choose Series "Sum of Gross Sales"
- Expand Values
- Change "Value decimal places" to "0"
- General Tab (adjusts the decimal places for this data point anywhere it appears in this visualization)
- Data Format
- Under "Apply settings to"
- Choose "Sum of Sales"
- Expand Format Options
- Format = "Whole number"
- Turn ON the "Thousands separator"
- NOTE: You might need to expand your visual now and/or expand the column size, lest the wrap themselves. We already covered how to do that.
- Click the Card visual to select it for modification
- Double-click the column name under "Fields"
- Rename to "Profit"
- Click on that Bar Graph visual to select it for modification
- Under the Visualization panel,
- Choose "Format your visual"
- Visual Tab
- Expand X-Axis
- Turn "Title" off
- Expand Y-Axis
- Turn "Title" off
- General Tab
- Expand "Title"
- in the "Text" box, type "Gross Sales vs Sales vs Profit"
- FILE
- SAVE
Friday, October 3, 2025
Two Black Hills and a Rattlesnake Sunset
There was really no way of avoiding the interstate today. We were definitely looking forward to getting off that usually wretched confluence of speed, population, and careless drivers as quickly as possible. Ultimately, it turned out to be not quite as bad as we thought it was going to be, with expedience the only concern, and that being more of a blessing than anything else.
Thursday, October 2, 2025
Crossing the Bighorn
Another beautiful day unfolded in the caldron, under mostly clear blue skies. We would only be permitted to enjoy part of it though, but that did not keep us from dragging our heels just a little. We paused again to look out across the golden expanse of the Hayden Valley before pushing on to views previously unseen.
The small expanse of the park beyond the Fishing Bridge enabled a few moments of quiet beside the lake, a pause to gawk at another grizzly that really did not want to be bothered, and a few more quiet moments beside Sylvan Lake before winding our way through Sylvan Pass and out of the park.
If it had not been for the gates at the entrance, we would likely have never known we had left until we reached Cody. The scenery was equally as dramatic tracing along the Buffalo Bill Scenic Byway, which did its best to follow the North Fork of the Shoshone River. As many pullouts along the way offered the chance to view fantastic formations such as those near Clocktower Creek, a random Shoney's boy, and the Smith Mansion.
Wednesday, October 1, 2025
Wandering about the Yellow Stone
Yellowstone turned out much less annoying that initial perceptions suggested it might be. The crowds promised were nowhere to be found. Weather proved as tolerable as the size of size of the civilization. Temperatures generally started off around 5° C, reaching as high as 25 °C on one date. All of this made for a relaxed and comfortable journey throughout the park. The only looming opposition to planned progress turned out to be the pending government shutdown. In the end, it too turned out trivial and easily managed.
Our first day started with a hike from the front door over to the Grand View of the Grand Canyon of the Yellowstone. It was the perfect start to a near perfect day. Jumping on the road, partly cloudy skies led the way to a visit with Old Faithful. Arriving just in time to find a front-row seat for the eruption with only a few minutes to spare, we did not linger for long. We were concerned there would not be time for other points of interest. It was good thing we did too. The Grand Prismatic Overlook, Firehole Canyon, and a wrong turn along the trail in Norris Geyser Basin consumed the remainder of the day.
The following day proved much more of a challenge as regards finding sunlit locations. Mostly cloudy skies and slightly cooler temperatures shrouded a good portion of the day. Escaping through Dunraven Pass, we stumbled on a wolf sighting just before The Petrified Tree. The latter proved more of a sighting than the former. A random detour easterly along the Lamar River turned up little beyond reconstruction of the overpass and a distant herd of bison. Most "herds" counted as 10 or so loitering about the landscape.
Turning about halfway along, we made Mammoth Springs a proper priority and spent a good amount time lingering there before moving on to Gardiner and sustenance. That is where we found the Elk were hiding, counting more than in all of the park. A lazy reentry through the Roosevelt Arch followed, managed by a dump truck ambling along at 25 km/hr. It finally peeled away, enabling a more expedient progression on through the Silver Gate, ending with the amazing Sheepeater Cliff, before returning to the comfort of our quiet cabin in the pines.
Sunday, September 28, 2025
Entering the Caldera
We were relieved to finally be standing at the base of the Grand Tetons, across Colter Bay. Many others were equally gratified at the scene, which included facilities that had been nonexistent in the past 100 km. After an hour or so waiting for the Grand Tetons to do something more spectacular than just stand there, we gave up and began to purse the path named after the infamous philanthropist, John D. Rockefeller to complete our quest to reach The Yellow Stone.
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| map image borrowed from National Geographic |
Saturday, September 27, 2025
Kong to Casper
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