Creating the Division Management page

The next page in the report is the Division Management page. This page will be used by division managers within the organization to display relevant information so that they can keep their division utilized.

To create this page, perform the following steps:

  1. Right-click the Template page and choose Duplicate Page.
  2. Rename Duplicate of Template to Division Management.
  3. Pam plans on this page to be available for Drillthrough. Therefore, click on a blank area of the canvas and expand the VISUALIZATIONS and FIELDS panes. Drag and drop Division from the Hours table into the Add Drillthrough fields here area. Since this page already contains a Back button, Power BI does not add one automatically to the page.

Pam knows that the division managers will be interested in how their division is performing across branches, as well as the division's overall % utilization. Pam has already created visuals for these as part of the Executive Summary page.

To copy these visuals, do the following:

  1. Switch to the Executive Summary page.
  2. Select the Total % Utilization visual. While holding down the Ctrl key, select the % Utilization by Branch visual.
  3. Press Ctrl+C to copy the visuals.
  4. Switch to the Division Management page and press Ctrl+V to paste the visuals.
  5. Shrink the Total % Utilization visual vertically to the minimum height where the entire data label can be seen.

Pam knows that it will also be important for the division managers to track utilization by the type of employee. To add this visual, perform the following steps:

  1. Copy and paste the % Utilization by Branch visual and reposition this visual to the left of the original visual.
  2. Add EmployeeType from the People table to the Axis and remove Location.
  3. Switch this to a Clustered bar chart.
  4. Format the Title text to be % Utilization by Employee Type.

Pam knows that the division managers will want more detail than at the Executive Summary level. This means tracking hours and utilization by individual job codes. To create this visual, do the following:

  1. Click on a blank area of the canvas. Then, choose JobID and Hours from the Hours table. The JobID indicates particular projects that are being worked on for customers.
  2. Now, select %Utilization from the #Measures table. This should create a Table visualization in the upper-left quadrant of the canvas.
  3. In the column header area, click on the edge of the table and drag the %Utilization column all of the way to the right of the visual but not so far that a horizontal slider appears at the bottom of the visual.
  4. Select the visual. In the Values area of the FIELDS sub-pane, rename %Utilization to % Utilization.
  5. Switch to the Format sub-pane, expand the Column header, and change the Alignment to Center.
  6. Expand the Total section and change the Background color to #3C3C3B, Theme color 3.
  7. Switch back to the FIELDS sub-pane, right-click % Utilization, and choose Conditional formatting and then Data bars.
  1. Change the Positive bar color to #3C3C3BTheme color 3 and then click the OK button.
  2. Click on the % Utilization column in the table visualization to sort by descending order.
  3. Click on the % Utilization column one more time to sort by ascending order.

Pam also believes that the division managers will want to see the total hours that were spent on different tasks. To create this visual, follow these steps:

  1. Click on a blank area of the canvas.
  2. From the Hours table, click on Category and then Hours. A table visualization will be created in the blank area under Total % Utilization.
  3. Change this to a Clustered column chart visual.
  4. Format the Title and change the Font color to #3C3C3B, Theme color 3; the Alignment to Center; the Text size to 24; and the Font family to Segoe (Bold).
  5. Change the X axis and Y axis Color to #3C3C3B, Theme color 3.

Pam realizes that if users Drillthrough to this page, they will not have any visual cues as to what division has been drilled into. Pam decides to create a dynamic title measure and visual. To create these items, follow these steps:

  1. Right-click on #Measures and choose New measure. Use the following formula:
@Divisions Title = 
VAR __allCount = 3
VAR __currentCount = COUNTROWS(SUMMARIZE('Hours',[Division]))
RETURN
SWITCH(
TRUE(),
HASONEVALUE(Hours[Division]),MAX(Hours[Division]),
__allCount = __currentCount,"All Divisions",
"Multiple Divisions"
)
  1. Shrink the table visual vertically from the top in order to make room in the upper-left corner of the page.
  2. Click on this blank area of the canvas and then click on the Card visualization.
  3. Reposition and resize this visualization to take up the blank space.
  4. Add @Division Title to the Fields area for the visual.
  5. Format the visual's Data label to change the Color to #7EAE40, Theme color 7, the Text size to 24, and the Font family to Segoe (Bold).
Picking a green color from the theme instead of the same title color as the other visuals provides a visual indication that this text is different than the titles for the other visualizations.

The completed Division Management page should look as follows:

Figure 3  Division Management page

Pam is satisfied with the Division Management page. To finish this page, do the following:

  1. Create a bookmark for this page by selecting the View tab of the ribbon. Then, in the Show section, check the box next to Bookmarks Pane.
  2. In the BOOKMARKS pane, choose Add and rename this bookmark Reset Division Management.
  3. Select the ellipses (...) for this bookmark and choose Group.
  4. Rename the group Division Management.
  5. Close the BOOKMARKS pane.
  6. Select the Reset button in the lower-left of the dark gray rectangle. In the VISUALIZATIONS pane, toggle on Action.
  1. Expand Action and for Typechoose Bookmark.
  2. For the Bookmark, choose Reset Division Management.
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