Creating the Employee Details page

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:

  1. Right-click the Template page and choose Duplicate Page.
  2. Rename Duplicate of Template to Employee Details.
  3. 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.
  4. Drag and drop Name from the People table into the Add Drillthrough fields here area.
  5. Since this page already contains a Back button, Power BI does not add one automatically to the page.
  6. Copy the Total % Utilization, Hours by Category, and JobID table visualization from the Division Managers page to the Employee Details page.
  7. Select the Hours by Category visual.
  8. 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.
  1. With the visual still selected, select the ellipses (...) for the visual and choose Sort by and then %GT Hours.
  2. Click on the Format sub-pane and toggle on Data labels.
  3. Expand the Data labels section and change the color to #3C3C3B, Theme color 3.
  4. Click on a blank area of the canvas.
  5. Now, click on Date from Calendar.
  6. Next, add %Utilization to this visual.
  7. In the Axis area for this visual, right-click Date and change this from Date Hierarchy to Date.
  8. Now, change this visual to a Line chart.
  9. Format the Title text to be % Utilization and Forecast.
  10. 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).
  11. Change the X axis and Y axis Color to #3C3C3B, Theme color 3.
  12. 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:

  1. Right-click on #Measures and choose New measure.
  2. Enter the following formula:
@Employee Title = 
IF(
HASONEVALUE('People'[Name]),MAX('People'[Name]),
"Multiple Employees"
)
  1. Shrink the table visual vertically from the top in order to make room in the upper-left corner of the page.
  2. Copy the Division Title card visual from the Division Management page and paste it onto the Employee Details page.
  3. 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:

  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 Employee Details.
  3. Select the ellipses (...) for this bookmark and choose Group.
  4. Rename the group Employee Details.
  5. Close the BOOKMARKS pane.
  6. Select the Reset button in the lower-left of the dark gray rectangle. Then, in the VISUALIZATIONS pane, toggle on Action.
  7. Expand Action and, for Typechoose Bookmark.
  8. For the Bookmark, choose Reset Employee Details.
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