Visual Calculations And Enhanced Export Support Both On The Desktop And Power BI Workspace

Visual calculation is a feature that enables you to create calculations based on the visuals in your report. This feature allows you to perform calculations on the data in your visuals, such as tables, matrices, and charts, without having to create new measures or modify your data model.

Enhanced Export Support is a feature that allows you to export your report data in various formats, including CSV, Excel, and PowerPoint. This feature provides more flexibility and control over the export process, enabling you to easily share your data insights with others.

To perform these actions,

With your data already in powerbi, let’s say we want to see how profit and sales play out by product in our sample dataset.
On the right hand side, go to cluster bar chart

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Click/tick the product, sales and profit

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251020126.jpg$

Click on the three dots up. You can click on it each time you want to add a visual calculation

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251020089.jpg$

A pop up menu will appear, click on new visual calculation.

A table will appear under, which summarizes the visual above.

In the formula bar, clear the calculation and give a name of your choice. Here we name it profit margin percentage. Then write a formula to calculate it “Profit Margin % = DIVIDE ([sum of profit], [sum of sales], 0 )

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019867.jpg$

The profit margin column will be added.

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019812.jpg$

The values are given in decimal and not in percentage because it has not been formatted.

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019763.jpg$

To do that, go to format visua

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019722.jpg$

Navigate to general and click on data format

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019685.jpg$

Under apply settings to, select the profit margin %, and change the format to percentage.

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019649.jpg$

Go back and click on build visual

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019613.jpg$

To the top left, click back to report

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019578.jpg$

Drag the profit margin to the line chart by selecting the line chart, the “line Y axis” will appear under, drag the profit margin% to it

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019541.jpg$

You can now see our new visual with the line chart

To export the visual, go to the three dots on the top right, click and select export data.

Save your file in your preferred file location eg desktop. Here we save it profit margin % on the desktop, open it.

We can now see it exported with the new calculation we added

$C:\Users\user\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1738251019356.jpg$

GoShedy

Visual Calculations And Enhanced Export Support Both On The Desktop And Power BI Workspace

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