Power BI Flashcards
How can you edit Power BI slicer values directly from PowerPoint or Word?
Use the Edit Slicer feature in UpSlide to adjust slicer values in embedded Power BI visuals without leaving PowerPoint or Word
How do you link Power BI visuals into PowerPoint or Word using UpSlide?
In Power BI, use the Export to PowerPoint or Word feature to create a live link of your visuals, ensuring that any updates in Power BI reflect automatically in your documents
How do you use relative date filters in Power BI to automate recurring reports?
Apply relative date filters in Power BI (e.g., last 30 days) to ensure your reports always show the latest data when linked to PowerPoint or Word through UpSlide
Can I change filters on Power BI web report without impacting my visuals in PowerPoint/Word?
Yes, filters applied before importing the visuals will remain in PowerPoint/Word. Adjusting filters on the Power BI web report won’t affect the imported visuals
What happens if I publish a new version of my report in power BI?
Your links will continue to work as long as you publish a report that replaces the former one and do not delete the visuals
I get an empty picture when importing a visual. What should I do?
This may occur if visuals are grouped in Power BI. Ungroup them and try again. It may also be due to filter limitations; adjust filter values and try again
Will this work with a free licence?
No, you need a PBI pro/premium licence to use UpSlide with PBI.
What requirements are needed for a PBI link to be made with UpSlide?
You need to publish the report online first.
What’s particularly good / time-saving about the UpSlide link to PBI?
It means practitioners don’t need to leave PPT and go into PBI.
Do we work with Tableau?
No, we don’t. Only PBI.
What is the link? Is it dynamic?
No, it’s not dynamic. It’s linked but it’s not a live update.
Can UpSlide help prospects set up PBI dashboards?
The PS team can give some advice but the UpSlide product / offering won’t clean up your dashboards.
But F31 are specialized in this area and can help.
Change management sounds big here. How can I guarantee people will use this?
Specifically:
- Numerous meetings with PS team to get you set up and trained comprehensively
- After being on-boarded with PS, you will be designated a specific CS manager who will ensure you are using it and work with you to maximize usage across the board.
- Client story
‘Can you see our data in power BI?’
No, we can’t. Absolutely not.
Does PBI work in google chrome?
Yes, but it is optimized for microsoft edge. Try and use this where you can.
