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Power BI Class #7: Drill-through to Product Detail Page: Cover: Class Power BI #7: Drill-through Product Detail Page

Power BI Class #7: Drill-through to Product Detail Page: Before you start, steps list, and Step 1: Duplicate the Product Analysis page into Product Detail

Power BI Class #7: Drill-through to Product Detail Page: Steps 2–3: Make the page a drill-through page with the ProductName field

Power BI Class #7: Drill-through to Product Detail Page: Steps 4–5: Product sales per payment method

Power BI Class #7: Drill-through to Product Detail Page: Steps 6–7: Product Profit Margin per year

Power BI Class #7: Drill-through to Product Detail Page: Done: Final Result and Further Practice

Cover: Class Power BI #7: Drill-through Product Detail Page

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Transcript

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Introduction

This is the final result of part 7, the product detail drill-through page. Just right-click on one product in the dashboard, and Power BI opens a dedicated product detail page, complete with distributor, payment method, sales trend, and marine per year. Let's start. Hello! This is part 7 and the final part of the Power BI Wave X dashboard series. We are creating a drill-through page, which is a detail page that opens when a user right-clicks on one data point in another page.

Step 1: Duplicate the Product Analysis page into Product Detail

Duplicate the product analysis page from part one, rename it to product detail, then change the page title.

Step 2: Make the page a drill-through page using the Tn field

Click on an empty area in the canvas so that no visuals are selected. In the visualizations panel, there is a section for drill-through. Find the product name in the product name table, then drag it to the add drill-through fields here box. Power BI automatically adds a back button in the top-left corner of the page.

Step 3: Product sales per distributor

Now, we will customize this page for one product. We will change the axis of the sales by product chart to full name, so it displays the distributor that sells this product. The title becomes Sales by Distributor.

Step 4: Product sales per payment method

In the Tremap, clear the category and details, then fill the category with payment method from the sales table. The title becomes Sales by Payment Method. We will change the scatter chart to a line chart.

Step 5: Product sales trend per year

Clear all the old fields, then fill the X-axis with date and remove the day, month, and quarter levels so only the year remains. Fill the axis with Sales. The title becomes Sales Trend.

Step 6: Product Profit Margin per year

We will change the X-axis of the marine per category chart to date, then keep only the year level. The title becomes Profit Marine by Year.

Step 7: Try drill-through from the Product Analysis page

It's time to try it out. Open the product analysis page, right-click on the WaveX M3 product bar, select drill through, then product detail. The detail page opens directly, and all the charts are filtered only for WaveX M3. This product temporarily incurred a loss in 2020 with a marine minus 5%. Done.

Done! Product Detail page for WaveX M3

Power BI WaveX Dashboard Series 7 is now complete. Save the file with Ctrl S. Thank you for following along, happy trying. Want to have a Dashboard like this? Cerdas Inovasi Digital offers Power BI courses, dashboard creation services and report automation, as well as selling Power BI project files from this tutorial series. Contact us via WhatsApp, or visit cerdasinovasidigital.com.

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Cerdas Inovasi Digital Team

Software developers, BIM & 3D engineers, and AI practitioners

53 video classes1,281 episodes

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Transcript

The full narration of this video. The current sentence is highlighted while the video plays; click any sentence to jump there.

Show transcript

Introduction

Step 1: Duplicate the Product Analysis page into Product Detail

Duplicate the product analysis page from part one, rename it to product detail, then change the page title.

Step 2: Make the page a drill-through page using the Tn field

Step 3: Product sales per distributor

Step 4: Product sales per payment method

Step 5: Product sales trend per year

Clear all the old fields, then fill the X-axis with date and remove the day, month, and quarter levels so only the year remains. Fill the axis with Sales. The title becomes Sales Trend.

Step 6: Product Profit Margin per year

We will change the X-axis of the marine per category chart to date, then keep only the year level. The title becomes Profit Marine by Year.

Step 7: Try drill-through from the Product Analysis page

Done! Product Detail page for WaveX M3

Your instructor

Cerdas Inovasi Digital Team

Software developers, BIM & 3D engineers, and AI practitioners

53 video classes1,281 episodes

See our clients →

▶ Video Lesson

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Transcript

0:03Introduction

0:37Step 1: Duplicate the Product Analysis page into Product Detail

1:01Step 2: Make the page a drill-through page using the Tn field

1:20Step 3: Product sales per distributor

1:57Step 4: Product sales per payment method

2:42Step 5: Product sales trend per year

3:55Step 6: Product Profit Margin per year

4:40Step 7: Try drill-through from the Product Analysis page

5:04Done! Product Detail page for WaveX M3

Ask the class material

My notes

Questions & answers

Your instructor

▶ Video Lesson

Need more than a video?

Transcript

0:03Introduction

0:37Step 1: Duplicate the Product Analysis page into Product Detail

1:01Step 2: Make the page a drill-through page using the Tn field

1:20Step 3: Product sales per distributor

1:57Step 4: Product sales per payment method

2:42Step 5: Product sales trend per year

3:55Step 6: Product Profit Margin per year

4:40Step 7: Try drill-through from the Product Analysis page

5:04Done! Product Detail page for WaveX M3

Ask the class material

My notes

Questions & answers

Your instructor

Introduction

Step 1: Duplicate the Product Analysis page into Product Detail

Step 2: Make the page a drill-through page using the Tn field

Step 3: Product sales per distributor

Step 4: Product sales per payment method

Step 5: Product sales trend per year

Step 6: Product Profit Margin per year

Step 7: Try drill-through from the Product Analysis page

Done! Product Detail page for WaveX M3

Introduction

Step 1: Duplicate the Product Analysis page into Product Detail

Step 2: Make the page a drill-through page using the Tn field

Step 3: Product sales per distributor

Step 4: Product sales per payment method

Step 5: Product sales trend per year

Step 6: Product Profit Margin per year

Step 7: Try drill-through from the Product Analysis page

Done! Product Detail page for WaveX M3