Easiest Way to Edit Visuals in Power BI - Watch before using the new features (Includes hidden tips)
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- Опубліковано 30 тра 2024
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Editing visuals and charts in Power BI just became more Excel-like. So if you're familiar with formatting charts in Excel, you will love this Power BI update!
Microsoft introduced a new way to build and format visuals directly ON the visual. It puts common actions for creating and formatting visuals on the visuals themselves, actions such as adding fields, changing visualization types, and formatting text. Just like you're used to in Excel charts.
You can now easily format your bar, column and line charts directly on the canvas. There is an object edit mode. You don't have to keep going to the side panel to make your updates. Double click on your visual to get the blue border and edit the chart as you need. Check out the video and time stamps for more detail.
After-all most people who open Microsoft Power BI for the first time are overwhelmed. They struggle to navigate around the many panes to perform even simple actions. This update will change that.
Note: This feature for contextual on-object interaction with Power BI visuals is currently in preview. You need to turn it on manually in the Options - Preview features.
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00:00 New Power BI On Object User Interface
00:14 How to Turn On-Object Interaction On
00:32 What's Changed in Power BI
01:19 Contextual Options to Build Visuals
02:49 New Formatting Options
03:30 How to Add a Subtitle and Divider to Your Visual
03:57 Pane Switcher and How to Bring Back Closed Panes
04:27 How to Open Different Panes Side by Side
04:52 Turning On the Format Mode for Visuals
06:13 Canvas Settings
06:28 Wrap Up
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- How to Use Microsoft Power BI: • Power BI Tutorial For ...
- How To Create these Useful Power Bi Visuals that Excel Lacks: • How To Create these us...
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#powerbi
I understand that this is useful for people transitioning from Excel.
BUT I really hope that they keep it as an option and don't end up forcing it upon us. For seasoned PBI users, it's a lot more effort and clicking.
They’ll force it for sure. Just look at the new visualisations pane (which I guess is gone with this new update 🤷♂️).
Most users hated the changes. They went ahead and forced it on us anyway.
I swear no one working on the powerbi UI at MS uses the product. If they did, they wouldn’t have made many of the decisions they have recently.
I really hope there would be an option to keep the old setup. The best would be to have old setup but with horizontal pane options
I would have found these features on my own ... NEVER!
Once again an information-rich video from Leila ... that I will have to watch several times to fully absorb ... and then again.
Thank you ... thank you ... thank you ... 😍😍😍
You are so welcome, Chris! Thanks for watching!
I swear you're the best teacher ever, not to mention extremely beautiful.
Yours was not the first channel showing the new options. But your video was so far the best one in terms of explaining the features, especially the not so obvious ones in a crisp way, without getting lost in details.
Btw, I like the new format options.
I am pretty new to Power BI. The company pushed out the Power BI update without telling us what the changes were. I thought I was losing my mind. Though I figured out some of it, this video really sorted everything out. Sane again. Thank you.
Thank you Leila! I was about to explore this new fearure on my own and chanced upon your video, so it became more clear and understandable. Always love your enthusiasm in teaching and of course the way you present and explain! 🙂
Thank you Vijay!
Best in class. Another great video. Thanks, Leila.
Thank you! 😃
Great feature especially for those transitioning from Excel. Thanks Leila for the great delivery.
It takes a little bit to get used to, but after using for a couple months, I really do think it’s worth it. If you’re designing a whole page, maybe not. But when you just want to change some formatting quickly, I love it. I didn’t know what the blue boundary was doing so I’m happy I found this video.
I'm a novice user, and this is so helpful. Thank you!!!!
Again, you absolutely nail it with superb training. Keep up the excellent videos. Such a big help for us noobies.
Thanks for the great introduction to Power BI's new features, Leila! As someone who is more comfortable creating and customising charts in Excel, these new features definitely make it easier for me to use Power BI for data visualisation. Tbh, I had always been a little intimidated by that Formatting pane (shhh don't tell anyone, it's a secret!) 😂
These features look great and give it a modern feel. Big fan by the way 👍
Thank you!
Perfect Explanation for the new features ..... thanks Leila
This is a game changer, definitely make Power BI visuals Way more easier to edit and play with!
Excellent tutorial. Thank you, Leila.
Thanks Leila! Excellent video as always!
Thanks Leila. Excel and Power BI a good mariage.... The way you present here is just like I am listening to a new chapter of your excellent course "up and running with Power BI".
Thanks for the updating us, its really amazing 😍
I'm sure there'd be some temporary discomfort when moving over to this view, but maybe in the long run - its a beneficial upgrade to utilise.
I've found that the formatting pain was difficult to understand when I first started using power bi - but now it's intuitive to me - purely because I use it every day.
I'm on some reddit groups for power bi / data science - and formatting improvement is a regularly discussed feature. Maybe they're listening to their users more now.
thanks for making this video - I'll try out this new view. :)
these options are very useful. Thks
Thank you for the update
Great. Thanks for updating
Thanks again...Ms.Leila. u r awesome!
Thank you!
Thank you and congratulations for the excellent exposition.
I like this new feature because it gives users the choice of retaining an Excel-like environment or keeping the original PBI layout. Freedom is always better than constraint ... :)
You are my favorite UA-camr, I really learned a lot from you. how I wish you will do a tutorial on programming or database (Access)
Appreciated Leila! Thanks again.
Thank you very much 😊
So that's what the recent update is about. 🤔 I'm already used to the old format but I'm going to try this update. Thank you, Leila!
You are the best. This is very useful & I love it.
Happy to hear that!
Thank You Ma'am!
Thanks Leila. When I created cluster column charts in Excel, I enjoyed what you show me previously re: highlighting the top 3 highest elements by having extra preparation columns.
Can we still do it with Power BI please?
Awesome Leila, thanks!
Thanks, Chris!
I want to thank you for this... I was looking where is the new location for the Drillthrough... Thank you!!! 😊
Hi Leila! Thanks for everything you do. I learn a lot from your videos. I wanted to ask you about how could I have interactive charts and tables in powerpoint (presentation mode). I explored Power BI a little, but I got confused by the different products there are.Thanks again!
I like the new feature a lot.
Thank you Leila
My pleasure, Alireza!
Worth session !!
Thank you so much leila
You're welcome 😊
Love it! MS is innovating x 10 this year
Sure is!
TY
Nice 👍
Excellent tutorial. one question I have, how to import data from qia extension file to excel using power query.
Generally speaking the new interface is much better, less clunky 'typical old microsoft' one but thanks Leila for explaining the difference before I started with the new one otherwise I would struggle with the unknown updates
Nice. Way to go. But ideal shall be when the options come in dedicated ribbon, grouped by relevance
Great
How can I change calculation from sum of sales to average of sales or max and so on...
Hope you enjoyed the updates. If you'd like to learn Power BI from scratch, join our Fast Track to Power BI course: www.xelplus.com/course/fast-track-to-power-bi/
Sorry, I meant the course of Xelplus...excellent course!!
Yes, of course
Hello Leila!
Does PBI for Desktop get data from M365 Lists?
Molto bene!
I prefer this other approach, but I am an Excel user. And I think a lot of Power BI users also use Excel (and other Office apps).
What I like most is the option to use the right mouse button in more situations.
In my Excel courses (but also other programs) I always tell that the right mouse button is your BFF (Best Friend Forever). Why? Because with every update things CAN be replaced and then you have to search. But most of the times the things you need most are under that mousebutton!
Thanks, Saskia!
Is there any Excel add-on that can create actionable insights automatically without me creating pivots and explore?
I missed these options in PBI. It may will be easier for me to like PBI :D
Nice
Dear Leila,
could you help me please?
We have a BI table at work, is it possible to somehow add columns where we could add notes to a given row, and they would not disappear when the table is updated?
Thanks in advance for any help.
You are amazing 💗
Formatting is the only area, i always think Excel is better than Power BI, cos we can easily add/remove any chart elements and add/remove formatting to it. Now, finally Power BI is updated. I love this update.
I am still waiting for transparancy in linechart specifically on secondary axis. Anyone knows where to find it?
Nice, would you please do a video covering on how to use Deneb with vega lite or vega to design Gantt chart
thanks god they didi it finally
nice..nice
Just like we can make Python visuals,
can we write a Python code to loop through slicers in the report and export the PDF of the selected slicer containing all relevant data of that selected and do it in a batch like creating 100 pdf at once?
When I saw you had released a new video I assumed it was about the 3 new Eta-Lambda functions!!?!
I still don’t have those. Can‘t wait…
I was really passed off when I turned on this preview feature. Now I can't go back to previous layout even if I have turned off this preview feature. It will take a while to get used to it.
How to fix photo legacy using cmd it won't let me add files from pc to edit videos thanks
Nice but it is bugged. I see some option through the code line
I tried the new feature. Seems like a lot more clicking to accomplish the same thing. Turned off until Microsoft forces me to use it.
This looks like a headache 😭 I fully agree with your comment
Agree. I turned it off after 10 minutes. Understand some users will like this new feature, they may even find it easier. It’s not for me
Seems like MS has been deliberately trying to make it harder to use PowerBI the last year or so, all under the guise of “improvements for the lay-men”.
PowerBI is a pro-user product. They need to stop trying to dumb it down.
I hope they don't force us to use this fake improvement in next releases. Although this overview video is great the new features NOT. I hate it ALL
Ok, it's one less pane on the side, but always a bit of pain trying to get used to the ever changing interface...
*Leila!* 🤗
Hi Laila: Will you be updating your Power BI course to include these new features?
@LeilaGharani
I have a problem with excel. how can we count or sum a number lies somewhere in text.
for example:
Ghty 5jhu
Ghbj 6jkn
Ghbd 4hjk
and I want to count or sum only numbers from these texts.
kindly guide. thank you a lot...
I am waiting! 😁
You said “somewhere” in the text. Is it always four letters, your number, then 3 more letters? Or does that change
Learn about using power query. It will make this sort of thing a doddle! Leila had lots of videos on it.
@@JBB685 the examples I've given are just random. the text is like:
anything 3kg
some food 2kg
sugar 5kg
the list is like this...
and I want to count all these, like these are 3 items in total. and also want to sum all of them, like these are 10kg in total...
note: the text of each row lies in a single box of excel sheet...
Hello MHF!
If "kg" were a constant, I would FIND "kg", then - 1. With this result, use EXTRACT or MED. Finally, VALUE.NUMBER.
VALUE.NUMBER(MED(FIND()))
☝That formula in a Column, then SUM.
Hope it helps.
@@aicnedvasquez thanks a lot...
I was using the changes for about 2 days until I ran into an issue with moving fields in a table, and they wouldn't move like they used to. That was aggravating. I then wanted to drag some custom date fields in the heirachy around, and it didn't let me. I turned it off. I like the old much better
Leila, when you released PowerBi course, you offered a promo code. Do you plan to offer it again?
No sorry, that was for the launch only.
I signed up for the newbies one hour power bi mini course, URL was in the power slicer video from a couple of months ago. Luckily, I was able to sign up for the full PowerBI course and get the $60 discount- thank you.
Dear Laila Ghurani,
Your videos are valuable thank you for your rentless efforts.
I am currently working in project where most of the issues are time related , measured in hours and minutes, as you know Power Bi is not customed to add or subtract hours. Please if you share a video for simple addition and subtraction of hours data in Power Bi , I would be thankful.
The machinery rental rates and the worked Gower for people are the measure for payments and related computations of efficiency ,
Please I really appreciate if you do a video on that.
How do I change my theme from Power BI to black i tried everything
Hi
I am looking for a function in google sheet, can you help me.
Data details
Two columns ( A, B)
Eg
A B
Car 23
March 26
Apple 25
...
Long table
------
Filter : ar ( part of string)
Answer
A B
Car 23
March 28
How to do above in google sheet?
👏🏻👏🏻👏🏻
Hey you give the new information to me thanks
Accounting professionals must have expertise of EXCEL, POWER BI, ERP to be a successful CFO. Which other skills they should have to Digitally transform any enterprise independently?
Hi Leila
I have a common problem with Power BI. It's really making me frustrated because everytime I use that, I don't know what would be the result.
Eveyrtime I use tooltip option for a huge data (for example candlestick of an stock for more than a month) I will see that the tooltip has a scrollbar at the bottom. And you definitely know it is useless! Because you can't hover the mouse on that. So I am not able to see the whole data.
Is there a way to show all the data in the chart without dealing with scrollbar? (Like Excel Charts that doesn't have scrollbar)
Looking forward to get help.
Thanks a lot.
0:05 so much office-like is power BI
0:15 tips i came across.
2:10 turn it off by options.
2:55 this is contextual
5:00 right mouse click to the Format.
5:55 when you in format mode, the default behavior of power BI is deactivated.
6:05 on-object formatting: bar, column, line, area, combo, scatter chart.
6:15 Canvas options: select Format Canvas
6:25 drill-through settings under Page information
April 2023 update is already out... more features to discover.
Trying to getting used to new format pane interaction. Ask MS to retain this way for atleast an year or so.😅
Wha user bi need is full screen mode, because not everbody can buy pro version
They need to find a way to facilitate editing the interaction between items (cards charts,,,) in the same page
1st integration of Power BI into Excel environment.
Sssssoooo ssssssweett ssssssound
Habit is great, tried the preview, went crazy, turned it off again
Thanks for the video. I hope this visualization of the desktop would be optional. Is honestly so confusing and I don’t think it resembles excel at all. I am not even sure why they spent so much time in changing the visualization panel. It was intuitive before now you have to search against all the other tabs to find it. Not a big fan.
And still no dark mode in 2023 where it is a standard in every all.
I have to admit, I do not like the new menu layout. I find myself looking and clicking through so many menus looking for something I can't find.
big n0pe from me
Garbage update by Microsoft. Newbie friendly, slow and anti-power users.
Yuck!
I hope they don't force us to use this fake improvement in next releases. Although this overview video is great the new features NOT. I hate it ALL
If only they could invent something that will allows me to transfer all of @LeilaGharani's knowledge into my brain
😆