Friday, September 26, 2025

Power BI Report Chart Visual - Snack 15


That last visual proved interesting.  Let's add something a bit more interactive.

Jump into EDIT mode on your report.

Ensure you do not have anything select by clicking in the blank space.

A quick double-check is to look at the "Build Visual" section of the Visualizations pane.  "Values" should display nothing more than "Add data fields here."

Let's do that.

  1. Drag-and-Drop the date field to that little box.
    1. A new visual should appear with the date
    2. It is broken out by Year, Month, Quarter, Day.
      1. That is good.
  2. Do the same and Add Sales.
    1. You should be able to Drag-and-Drop it just below the Date portion.
  3. Add Gross Sales.
  4. Add Profit.
    1. We are back to a boring table.
  5. Under the Visualizations pane, 
    1. click on the icon for "Line and clustered column chart."
      1. The boring table should change to a fancy bar chart.
        1. If it does, great!
        2. If it does not, and only a new blank visualization appears, that means your table was not selected when you clicked that icon.  Select your table visual and try again.
          1. You can also select the other blank visual, hit that little ". . ." menu and choose to remove it.
  6. Stretch out your new visual so you can see more of it.
    1. It is probably only displaying 2 years columns, and how come there is a line on the icon and none on the chart?
  7. Return to the Visualizations pane,
    1. click and drag "Sum of Profit" down to where it says, "Add data fields here" in the section beneath that for "Line-y axis."
      1. Ta-Da!  We have a line!
      2. Still a little boring though.
  8. Hover over the visual.
    1. Click the icon that looks like two down arrows that split into two.
  9. Save.

That's better.  Your screen should look relatively similar to the screenshot.

Make absolutely sure you saved before reading on.

Did you SAVE?

Are you sure?

You should probably exit and come back into the report to ensure you do not muss anything.

There is no exit.  I am not sure why.  Close the tab.

Access the report again.

Now, about the arrows ... 

The arrows enable you to interact with the visual, as well as set the default appearance.

When I first started helping folks out with using Power BI, I made a little cheat sheet for these little icons that shows up below.

Play around with the arrows to better understand how they work.


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