Join Gini von Courter for an in-depth discussion in this video Pin a report page as a live tile, part of Power BI Pro Essential Training.
- [Voiceover] There's another way to get information from my report, and add it to a dashboard, but I need to make a distinction between the method we just used and the method that we're going to use. The easiest way to see this is if I go back to Retail Analysis 2, and I modify this particular visualization, let's edit the report, and I'm simply going to remove Buyer out of this visualization.
There we go. Notice, no buyers anymore, no subdivision. I don't have a hierarchy any longer, just category and total units this year, and I'm going to Save this. Now let's go back to our dashboard. Our dashboard still has the hierarchy in it because when this tile was created, it was created, it takes me back to the report that doesn't have a hierarchy in it, but when I created my dashboard, that snapshot included the level of detail that was available at that time.
What this means is that if I pin a tile, and then I modify my report, the modifications to the report aren't reflect here in my dashboard, and sometimes that is exactly what I want, but what if I would like modifications that I make to the report to be reflected in the dashboard? In that case, I'm going to pin something that's called a live tile, and a live tile is just one tile that's actually pinning an entire page.
This also is going to impact how you will imagine organizing your report pages. Now let's return to the Retail Analysis 2 report, and on the categories and buyers page, let's pin this live page, on the Retail Analysis 2 dashboard, we'll pin it live. This visualization has been pinned to the dashboard. Let's return to our dashboard. Notice we have a whole page here. That's pretty slick.
Let's return to our report, and let's modify this. Let's add buyers back into the visualization. So, let's edit report, and in Item, pick Buyer, drop it on in here. There we go, what we saw to begin with. File, Save, saving the report. By the way, one of the ways you know the report hasn't been saved is there's an asterisk after its name in the title, and in the nav pane.
Let's now return to our dashboard, and notice, this is live. I saved the report, and it saved it here. It's not simply a matter of changing the fields that appear. Remember that we have the ability to add and save filters because we own the report, so modifications that we make, for example, changing the filter from 2016 to 2017, will be reflected in the dashboard as long as we have created that dashboard with live tiles, made by pinning entire report pages.
- Signing up for Power BI Pro
- Connecting to data sources
- Uploading data such as CSV and XLS files
- Creating reports, visualizations, charts, and maps
- Filtering, sorting, copying, and pasting visualizations
- Downloading custom visuals from the gallery
- Modifying existing reports
- Creating and managing data dashboards
- Querying data with Power BI Q&A and Microsoft Cortana
- Sharing report and dashboards
- Using Power BI Desktop and mobile apps