From the course: Project Online Reporting with Power BI

Creating slicers

From the course: Project Online Reporting with Power BI

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Creating slicers

- [Instructor] In this session we're going to enhance our resource assignment report and we're going to add in slicers. Slicers allow us to drill into specific information based on the slicer that we've selected. We'll add our slicer above the bar chart up here in the left hand corner, so I'm going to click into that corner with my cursor and go to the visualizations tool. The visualization for a slicer is the one with the funnel in it and as you hover over it it'll show up as slicer. We'll add that slicer to our report. I'm going to resize that slicer by clicking on the right hand side and dragging it over to the left 'til I get it to be about there. I want to add in the field for this particular slicers, and in this case we'd like it to be the resource name, so I'm going to go to my assignment field list, and you may need to expand the column out just so you can see the names of all of these, and I'm going to find the resource name field, and I'll click on that field. Now I've got the resources in that slicer from the resource pool from project online. I also want to add a second slicer, so I'll repeat that by clicking in the blank space just to the right of the resource name, and again selecting the slicer visualization tool. Here I'd like to have the project name so I'll find the project name just above the resource name that I had selected earlier, and I'll check that check box. So now I have two slicers for both project names and resources. You can use these slicers in your reports by clicking on the Adam Bar, as an example, and Amy Alberts by holding down the control key. So I know have two resources selected and in the right hand side I can see that that's given me the projects for those two resources and the total assignment work. And of course the bar graph down below represents those two resources. If you want to deselect those, you can click on Amy again and on Adam, and that will deselect them. If you're interested in drilling into a specific project, you can click on the project name, in this case I'll pick the Ambulatory Agile Upgrade, and now I have just that one project with the two resources that belong to it. As I said, slicers allow us to drill into the information that's specific to the slicer that we've put in our report. I'm going to deselect that project again, and now that I have invested a fair amount of time into building this particular report and putting in all these slicers, I might want to save this at this stage. So I'm going to do a file, save as, and I'm going to name my new report the resource assignment report, and I'll press save. You can save it anywhere on your desktop, but slicers can now interact with the information within the report and allow us to really focus on certain areas that we may want to look in, in more detail.

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