dynamic title dailybitalks.com

How to Create Dynamic Titles in Power BI

Dynamic titles in Power BI are a great way to make your reports interactive and user-friendly by displaying context-aware information based on the selected data. In this blog, we’ll walk you through the steps to create dynamic titles using the Sample Superstore dataset.

By the end, you’ll have a title that updates automatically based on the selected Sub-Category in your report.

What Is a Dynamic Title?

A dynamic title changes based on the filter context in your Power BI report. For example:

  • If a specific Sub-Category is selected, the title will display its name.
  • If no selection is made, the title will display “Sub-Categories.”

This functionality enhances interactivity and helps users understand the current view of the data.

Step-by-Step Guide

1. Create a Measure for the Dynamic Title

Start by creating a measure that will define the logic for your dynamic title.

  1. Navigate to the Modeling tab in Power BI and select New Measure.
  2. Enter the following expression:
Title = SELECTEDVALUE(Orders[Sub-Category], "All Sub-Categories")

What this does:

  • SELECTEDVALUE retrieves the name of the selected Sub-Category.
  • If no Sub-Category is selected, it defaults to "Sub-Categories".

2. Create a Bar Chart

To see the dynamic title in action, create a bar chart:

  1. From the Visualization Pane, select the Clustered Bar Chart.
  2. Add Sub-Category to the Axis field.
  3. Add Sales to the Values field.

This chart will display sales data for each Sub-Category.

Dynamic title

3. Add a Card Visualization

Next, display the dynamic title in your report using a Card visualization.

  1. From the Visualization Pane, select the Card visual.
  2. Drag the Title measure into the Fields section of the Card.
  3. Resize and position the Card in your report where you’d like the title to appear.

The Card will now display:

  • The name of the selected Sub-Category when one is chosen.
  • The text “Sub-Categories” when no selection is made.

4. Interact with the Report

Here’s how the dynamic title works:

  • When you select a specific Sub-Category in the bar chart, the Card displays its name.
  • If no Sub-Category is selected (or multiple Sub-Categories are selected), the Card displays “Sub-Categories.”

This functionality makes it easy for users to understand the focus of the report dynamically.

Why Use Dynamic Titles in Power BI?

Dynamic titles add significant value to your reports:

  • Improved Clarity: Users instantly know the context of the displayed data.
  • Enhanced Interactivity: Titles respond to user actions, making the report feel more intuitive.
  • Professional Design: Dynamic titles demonstrate attention to detail and polish.

Tips for Advanced Scenarios

  • Combine Multiple Filters: You can create more complex dynamic titles by concatenating values from multiple columns or measures.
Title = "Showing data for " & SELECTEDVALUE(Orders[Region], "All Regions") & " - " & SELECTEDVALUE(Orders[Sub-Category], "Sub-Categories")
  • Format Titles with Additional Context: Use formatting to make your titles more informative. For example:
Title = "Sales Report: " & SELECTEDVALUE(Orders[Sub-Category], "Sub-Categories")
  • Custom Default Values: Replace "Sub-Categories" with a custom message like "No Sub-Category Selected".

Conclusion

Creating dynamic titles in Power BI is a simple but powerful way to enhance the interactivity and usability of your reports. By following the steps above, you can easily create a report that dynamically updates its title based on user interactions.

Try this technique in your next Power BI project to impress your audience with a polished and professional report!