Task 3.2: Enhance reports for usability and storytelling

• AKeep Data and Display selected, and apply them to All visuals on the page for consistency

  Incorrect

  Data captures filter and slicer states, so switching views resets readers' selections.

• BClear Display, keep Data, and apply them to Selected visuals

  Incorrect

  Display is what captures visibility, so without it the bookmarks can't switch visuals.

• CKeep Current page only, and clear both Data and Display

  Incorrect

  With both cleared, the bookmarks don't change visibility or anything else on the page.

• DClear Data, apply to Selected visuals, and set visibility in the Selection pane

  Correct

  The bookmarks then change only which of the two visuals is visible, leaving slicers and filters as readers set them.

A bookmark can capture Data (filters and slicer states), Display (visibility and spotlight) and Current page, and can apply to All visuals or Selected visuals. When bookmarks switch between views of visuals, guidance suggests turning off Data so that filters aren't reset; visibility comes from the Selection pane.

• AA bookmark for each product, triggered from the bar chart

  Incorrect

  Bookmarks capture report states and run on selection; they don't appear on hover.

• BA drillthrough page that uses the product as its drillthrough field instead

  Incorrect

  Drillthrough opens a separate page when readers choose to drill, not when they hover.

• CA report page set as a tooltip, with the product in its Tooltip fields

  Correct

  A tooltip page shows its own visuals, filtered to the data point under the pointer.

• DA visual-level filter on the bar chart for the selected product

  Incorrect

  Filters change the chart's data; they don't add a hover panel.

Report tooltips are report pages that appear when readers hover over visuals. Create a page, set its canvas size to the Tooltip template, turn on Tooltip in the Page information card, and add fields to Tooltip fields; the tooltip appears for visuals that use those fields, filtered to the hovered data point.

• AAsk a Power BI admin to lower the minimum interval for the shared workspace's capacity

  Incorrect

  Shared capacity has a fixed 30-minute minimum that admins can't override.

• BSwitch the model to Import and schedule a refresh every 5 minutes

  Incorrect

  Scheduled refresh can't run every 5 minutes on any license.

• CSet the interval to 1 second in Power BI Desktop and publish the report again

  Incorrect

  Shared capacity still enforces its 30-minute minimum.

• DMove the report and model to a workspace on the F16 capacity

  Correct

  On dedicated capacity, the capacity admin's minimum applies instead of shared capacity's 30 minutes, so 5 minutes is honored.

In shared capacity (Pro), the minimum fixed interval is 30 minutes, with no admin override. In dedicated capacity (Fabric F, Premium P and PPU), the capacity admin turns the feature on or off and sets its minimum interval.

• AUse Edit interactions: Filter on the line chart, None on the card

  Correct

  Interactions are set per visual pair, so the card can ignore the bar chart's selection.

• BAdd a visual-level filter on Region to the KPI card

  Incorrect

  A filter on the card doesn't stop the bar chart from cross-filtering it.

• CUse Sync slicers between the bar chart and the line chart on the page

  Incorrect

  Sync slicers works with slicers, not with a bar chart's selections.

• DLock the KPI card in the Filters pane

  Incorrect

  Locking prevents readers from editing a filter; it doesn't change cross-filtering.

By default, visuals on a page cross-filter and cross-highlight each other. With Edit interactions (Format > Edit interactions in Desktop), you select a visual and then choose, for each other visual, whether it's filtered, highlighted or not affected (None).

• AGive readers the Contributor role so they can edit the other pages

  Incorrect

  Contributors can edit the report itself, which changes it for everyone.

• BAdd field parameters to every visual except those on the Regulatory page

  Incorrect

  Field parameters don't let readers change visual types, and they'd be needed on every visual.

• CTurn on Personalize visuals, then turn it off for the Regulatory page

  Correct

  The report-level setting enables personalization, and it can be switched off per page or per visual.

• DTurn on Personalize visuals in report settings and lock the Regulatory page's filters

  Incorrect

  Locking filters doesn't stop readers from personalizing that page's visuals.

Personalize visuals lets report readers change a visual's axis, type, tooltip fields and similar settings for their own view, without edit permission. You enable it in the report settings (in Desktop, File > Options and settings > Options > Current file > Report settings), and you can turn it off per page or per visual.

• AA report bookmark

  Incorrect

  Report bookmarks are created by authors and seen by every reader.

• BA drillthrough page

  Incorrect

  Drillthrough pages are designed by authors for detail navigation.

• CA tooltip page

  Incorrect

  Tooltip pages appear on hover; they don't save selections.

• DA personal bookmark

  Correct

  Anyone viewing a report in the service can create personal bookmarks for their own use.

There are two types of bookmarks: report bookmarks, which authors add for all readers, and personal bookmarks, which anyone viewing a report in the Power BI service can create to save their own view.

• AA Back button

  Correct

  Power BI automatically adds a back button to a drillthrough page.

• BA page navigator

  Incorrect

  A page navigator is added only if you insert one.

• CA bookmark

  Incorrect

  Bookmarks are created by the author when needed.

• DA slicer for the drillthrough field

  Incorrect

  The drillthrough field filters the page without a slicer.

After you add a drillthrough field to a page, Power BI automatically adds a back button, which returns readers to the page they drilled from.

• ASelect the Region header, then select the Revenue header

  Incorrect

  A plain selection of another header replaces the sort instead of adding to it.

• BSort by Region, then sort by Revenue from More options

  Incorrect

  Choosing a new sort field from the menu replaces the previous sort.

• CSelect the Region header, then hold Shift and select the Revenue header

  Correct

  Shift adds the selected column to the sort order after Region.

• DSelect the Revenue header twice to sort within each region

  Incorrect

  Selecting the same header again only reverses its own sort direction.

Table visuals can sort by several columns in sequence: select the first column header, then hold Shift while selecting the next one to add it to the sort order. Shift-selecting a column already in the order again changes its direction, and a header selected without Shift starts a new single-column sort.

• AAutomatic page refresh must first be enabled for the model in Model view settings

  Incorrect

  There's no model setting that reveals the card for import models.

• BThe page must be set as a tooltip page

  Incorrect

  Tooltip pages are for hover panels, not page refresh.

• CThe report must first be published to the service

  Incorrect

  The card appears in Power BI Desktop when the source is DirectQuery.

• DAutomatic page refresh isn't supported for Import mode

  Correct

  The Page refresh card appears only when the report is connected to a supported source, such as DirectQuery, and Import isn't one.

Automatic page refresh works only with supported data sources, such as DirectQuery. If the report uses Import mode, the Page refresh option isn't available.