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The count-of-returns value that we added is updated to $4196. In this case, the visits and revenues have different trends, so the summary text is updated to reflect the trends. For example, if you select electronics products in the sample file's donut chart, the rest of the report is cross-filtered, and the summary is also cross-filtered to focus on the electronics products. It automatically updates the generated text and dynamic values when you cross-filter. Hidden-summary symbols are visible only when you try to edit a summary.Ī summary is dynamic. But the summary might appear under other conditions. For example, in the sample file's line chart, a summary of high and low values might be empty when the chart's line is flat. A summary is empty when no insights are available. It indicates that current data and filters produce no result for the value. Sometimes a hidden-summary symbol appears in the smart narrative. You can also show automatically generated values by turning on the option at the bottom of the Review tab.

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Select the plus sign (+) to insert the value into the summary. You can also use the Review tab to review, delete, or reuse previously defined values. Or in the text box, next to the value that you want to edit, select the edit button. To format a dynamic value, select the value in the summary to see your editing options on the Review tab. For example, in the sample file, you can show values as currency, specify decimal places, and choose a separator for thousands. So, in addition to asking questions of your data in a Q&A visual, you can now create your own calculations without even using Data Analysis Expressions (DAX). For example, to add information about the number of returned items in the sample file, add a value.Īs you type a value name, you can choose from a list of suggestions as you do in a Q&A visual. You can map text to existing fields and measures or use natural language to define a new measure to map to text. To customize the summary or add your own insights, use dynamic values. For example, you can make the text bold or change its color. You can edit or add to the existing text by using the text box commands. The smart narrative summary is highly customizable. You see that most cities produce less than $45 per transaction and have fewer than 10 transactions. The smart narrative also shows the expected range of values for these metrics. Power BI analyzes the data and shows which city or region has the highest revenue per transaction and the highest number of transactions. You can choose to pin the summary to the report page.įor example, the Transactions page in the sample file has a summary of the scatter chart that shows various transactions.Right-click the visual and select Summarize.It even calculates growth, which in this case is 72 percent. Power BI automatically analyzes trends to show that revenue and visits have both grown. For example, in the sample file, smart narratives can automatically generate a summary of the report's visuals that address revenue, website visits, and sales. You see a narrative that's based on all of the visuals on the page. Select the report canvas, then in the Visualizations pane, select the Smart narrative icon to automatically generate a summary. On the Products page of the report, you see it already has a smart narrative visual. To create a smart narrative for a page or for a visual, you need to open the sample in Edit mode.

Go to the workspace where you want to save the sample, and select Upload.

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To follow along in the Power BI service, download the sample. To follow along in Power BI Desktop, download the sample online-sales scenario dataset.

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