For this week’s challenge, we will be creating dynamic text boxes to introduce our visuals and tell a story around our data. This is differentiated from the “smart narrative” visual in that we will customize the text and measures that we display to create our own narrative.
In the example below, you’ll notice that the numbers and text in the box changes according to which slicers are selected. We can even use UNICHAR() for symbols and emojis in the box!
- Get data from the GitHub link below and create any table relationships you plan on using in your measures
- Create the measures that will be inserted into the text box. No need to match the example measures, make your own!
- Want to use symbols or emojis in your measures? Here’s a reference to codes to use with UNICHAR().
- Add a text box to your report page.
- Insert your measures inside the text box using the “+value” button in the editor. You can add static text around the measures to create a paragraph.
- Hint: Start typing the name of your measure in the “ask a question” box that pops up when selecting “+value”; your measure may take a few seconds to load in the dropdown (using the full exact name of the measure helps).
- Bold or color your measures in the text to make them stand out!
- Add a table or chart to your page to visualize the data you’re referencing in the text box.
Download the data from GitHub – we are using the Microsoft AdventureWorks dataset, specifically the Sales, Sales Order, Product, and Date tabs of the Excel file. The relationships we need in the model will be auto-created for all but the Date[DateKey] -> Sales[OrderDateKey] relationship (assuming you have auto-creation of relationships enabled).