In addition to the Hours Detail page, Pam wants one final reporting page that will be focused on displaying detailed information for a single employee.
To create this page, do the following:
- Right-click the Template page and choose Duplicate Page.
- Rename Duplicate of Template to Employee Details.
- Pam plans on this page being available for Drillthrough. Therefore, click on a blank area of the canvas and then expand the VISUALIZATIONS and FIELDS panes.
- Drag and drop Name from the People 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.
- Copy the Total % Utilization, Hours by Category, and JobID table visualization from the Division Managers page to the Employee Details page.
- Select the Hours by Category visual.
- In the FIELDS sub-pane of the VISUALIZATIONS pane in the Values area, right-click Hours and choose Show value as and then Percent of grand total.
- With the visual still selected, select the ellipses (...) for the visual and choose Sort by and then %GT Hours.
- Click on the Format sub-pane and toggle on Data labels.
- Expand the Data labels section and change the color to #3C3C3B, Theme color 3.
- Click on a blank area of the canvas.
- Now, click on Date from Calendar.
- Next, add %Utilization to this visual.
- In the Axis area for this visual, right-click Date and change this from Date Hierarchy to Date.
- Now, change this visual to a Line chart.
- Format the Title text to be % Utilization and Forecast.
- 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).
- Change the X axis and Y axis Color to #3C3C3B, Theme color 3.
- Finally, switch to the Analytics sub-pane, expand Forecast, and click +Add.
Since this page also uses Drillthrough, Pam wants to create a dynamic employee title measure. To create and use this measure, perform the following steps:
- Right-click on #Measures and choose New measure.
- Enter the following formula:
@Employee Title =
IF(
HASONEVALUE('People'[Name]),MAX('People'[Name]),
"Multiple Employees"
)
- Shrink the table visual vertically from the top in order to make room in the upper-left corner of the page.
- Copy the Division Title card visual from the Division Management page and paste it onto the Employee Details page.
- Replace the Fields for this card visual with the @Employee Title measure.
The final report page should now look as follows:
Figure 7 – Employee Details page
Pam is satisfied with the Employee Details page. To finish this page, do the following:
- 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.
- In the BOOKMARKS pane, choose Add and rename this bookmark Reset Employee Details.
- Select the ellipses (...) for this bookmark and choose Group.
- Rename the group Employee Details.
- Close the BOOKMARKS pane.
- Select the Reset button in the lower-left of the dark gray rectangle. Then, in the VISUALIZATIONS pane, toggle on Action.
- Expand Action and, for Type, choose Bookmark.
- For the Bookmark, choose Reset Employee Details.