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The Hitchhiker's Guide to navigating Power BI

Talkat SQLBits 2024 · 2024-03-19..03-23· [data-visualization, ux-and-product-design]
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Shows concrete tricks: build a one‑page front portal that opens other reports in new tabs, use buttons + bookmarks and hover‑icon toggles to switch hierarchy levels, combine drillthrough and dynamic headers to land on account‑level pages, and replace tabbed pages with custom page navigators. Uses app publishing with app audiences to show different content to sales vs others, scorecards/metrics for daily KPI check‑ins, and embedding in SharePoint or Teams. Works but portal UX and changing URLs remain fragile.

AI-written summary · about

  1. 0:00Power BI navigation challenges
  2. 1:18Introduction
  3. 2:44Power BI navigation needs improvement
  4. 3:47Report navigation with buttons and bookmarks
  5. 8:28Drill-through for intuitive navigation
  6. 10:58Page navigators with visual sorting
  7. 11:38Page navigators with icons
  8. 15:29App navigation basics
  9. 16:52Configuring Power BI apps
  10. 19:02Segmenting app content with audiences
  11. 21:13Finding apps in the portal
  12. 23:00Alternative report navigation methods
  13. 25:09Linking to report pages via URLs
  14. 27:57Self-service portals with Power BI
  15. 28:18Power BI dashboards and metrics
  16. 30:50Scorecards for presentations
  17. 33:21Q&A on bookmarks and scorecards
  18. 36:13Navigating Power BI portal
  19. 38:00Promoting apps in the portal
  20. 40:48Customizing portals with SharePoint
  21. 44:00Embedding Power BI in SharePoint
  22. 45:24Integrating Power BI with Teams
  23. 47:58Q&A and wrap-up
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