Wednesday, December 06, 2023

Lesson 6 - Formatting the Visual in Power BI Desktop

You can set visual Title, Font size, Style, Colors and Data labels. Click anywhere on the visual and set the below properties in the Format section. 

 Format section has two main purposes.
  • General
  • Visual


In Power BI, the "General" section within the "Format" pane provides essential options for customizing and fine-tuning the selected visual's appearance. It includes fundamental settings that impact the overall look and behavior of the visual.

The “General “section includes options such as

Properties – In the "Properties" section, you can adjust the size of the visual and its position         on the page, along with adding padding to ensure it fits perfectly within your report layout.

Title –The "title" in the "General" section allows you to name the visual and change how the title looks. You can make the title bigger or smaller, choose its color, and decide where to put it on the report page. It helps you create a clear and attractive report with visuals that have clear names and styles.

Effects – In the "General" section, you can add special effects to your visualizations. These effects make your visuals look more interesting and attractive. For example, you can add background color, shadows, reflections, or glowing highlights to make your data stand out and catch the viewer's eye. 

Header icons –Header icons refer to small graphical symbols or images placed at the top of a visual. These icons serve various purposes and provide quick access to different functionalities and actions within the Power BI service. For example, you can apply filters, go into focus mode, export the visuals.

Tooltips –In Power BI, tooltips are like little boxes that pop up when you move your mouse over a data point or item in a report. They show extra information related to that data, helping you understand it better. Tooltips are a handy way to get more insights without overcrowding the main visual, making data exploration easier and more informative in your reports and dashboards.

Tooltips can be customized to show relevant details, such as the exact values, percentages, or descriptions related to the data point.

Alt text-In Power BI, alt text (alternative text) is a brief description that can be added to images and visuals. It provides a text-based representation of the visual content, making it accessible to people with visual impairments or those using screen readers.


The "Visuals" option provides you with various settings to customize and fine-tune the appearance and behaviour of the selected visual element in your report or dashboard. This section provides various settings specific to the type of visual you have chosen.
Some common options you may find in the "Visuals" section include.

X-Axis and Y-Axis- You can format the labels, titles, and gridlines of the X and Y axes to make the visual easier to understand.
  • Title – Add or edit the title for X & Y axes and can adjust its font   size, color and alignment.
  • Axes Type – Choose between “Categorical” (Text based fields) or “Continuous” (numerical data) for both axes.

Legend – You can show or hide the legend, which explains the colors or categories used in the visual. Customize the position of the legend, adjust the font size, color and can add title to the legend.

Gridlines – Customize the appearance of gridlines (Dotted, Solid, Dashed).

Zoom slider - It allows you to adjust the level of zoom or magnification applied to a visual or data visualization. By using the zoom slider, you can focus on specific parts of the visual to see more detailed information or zoom out to get a broader view of the data.

Data Labels- You can choose to show or hide data labels on the visual to display the actual values directly on the elements. You can control the position of data labels to avoid overlap and enhance readability.

Plot area background - The plot area is the space where the actual data is displayed in the visual, excluding the axis, titles, and other elements around it. You can choose to set a solid color as the background or use an image to create a more visually appealing and informative visual representation. 
Customizing the plot area background helps you align the visual with your report's theme and design, making it more engaging and effective in conveying insights from your data.

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