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How you can prevent yourself from coming into the defaulter list

In this blog we will see how you can prevent yourself from coming into the defaulter list. Lets first understand the different criteria for a user to fall in defaulter list. The follow up date of the case is less than today’s date. The day difference between last notes added and follow up date is greater than 5 days. For critical priority case notes not added after every two hours. Now since we know the criteria we can make a habit of always looking at our assigned cases either when we logged in or while logging out so that our follow up dates will not miss. As notes on the case are very important not just for the defaulter list but for clients and management to get insights of what is happening on the case, we should put notes on every action we do on the case. Hope this helps.

Hiding Filter Pane in Power BI Reports

Posted On June 24, 2020 by Shrusti Talati Posted in Tagged in

While viewing reports in Power BI service/ Power BI Desktop, Power BI provides a feature to eliminate the filter pane completely in order to provide a professional look. Here are the ways to Hiding Filter Pane in Power BI reports. 1.Show/Hide the filter pane from report readers. By default, the Filters pane is visible to the end-users. If we don’t want them to see it, we can select the eye icon next to Filters and hide it. 2. Turning on/off the filters from Settings. Steps: Open the Power BI Report in the desired workspace and go to the content section. Select More options (…), then select Settings for that report. Go to the Filtering Experience and disable both the options to hide the filter pane. 3. Showing the desired filters in a user-friendly manner: We can select the filters which we want to display to the end-user depending on the users requirement. Hover-over the filter icon on the right-hand corner to view the read-only filters. Whichever filter we do not want to display to the user, we can hide them in the filter section of the report. Hope this helps!

Creating Content Packs in Power BI

What are content packs? Content packs let users package up and share your own dashboard, reports, and datasets with your co-workers. It can be useful where a user needs to regularly distribute reports to team instead of sending email request repeatedly. Content packs are easy to find as they are all in one location, the content gallery. And since they’re part of Power BI, they leverage all the great features of Power BI including interactive data exploration, new visualizations, Q&A, integration with other data sources, data refresh, and more. Difference Between content packs and sharing dashboard Content packs are different from dashboard sharing which gives your co-workers read-only access to your dashboard and any associated reports. Steps for creating content packs Here we have two Pro Power BI user account. One with name as Kailas where we will be creating content pack and publishing to another Pro Power BI user account Ashish. Ashish can view the content pack and personalize/customize to create his own local copy. Steps for doing the same is as given below: Step 1: Log in to your Power BI account and on top right corner click on ‘Create Content Pack’ as shown below Step 2: Here you can specify email address to share your content pack with either specific members or group. Also select dashboard that needs to be shared via content pack. Automatically it will select related reports and dataset. Click on ‘Publish’ Step 3: On another Power BI user account click ‘Get Data’ and under ‘My Organization’ click ‘Get’ Step 4: Here you can see the name of the content pack shared. Here in this case it is ‘Content Pack Test’. Later click connect Step 5: You can see dashboard, reports and dataset shared here with * marked Step 6: Once you click on dataset, it will prompt you with the below message. Click save and it will personalize to create a local copy so that user can play around and save any work done. You can also check content packs created by clicking on ‘View Content Pack’ as shown below   For more details you can also refer the link given below: https://support.powerbi.com/knowledgebase/articles/651040-introduction-to-organizational-content-packs  

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