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This tab shows you the current relationships established between the tables.

You will want to understand the difference between primary tables and lookup tables and the impact it will have in creating custom measures and columns.

• The relationship between tables creates what is called row context.
• Row context uses the active relationship to allow Power BI to determine all associated rows of a lookup table in conjunction with rules we can apply to it.
  • e.g. Earliest Date, Latest Date, Minimum, Max, Average, etc.

    Something extremely important to note is that multiple lookup tables cannot be used in the same visual. It will error out every time.

Example 1

Example 2

Knowing this rule will save you countless headaches and can ultimately change the way you approach any custom FormLabTM forms.

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• This is a listing of your data.
• You can turn on/off columns of data in your reporting.
• It's easy to see how the data is set up and have easy access to formatting options.
• From here it’s easy to jump right into the Power Query Editor.

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• The Power Query Editor is essentially the kitchen of Power BI.
• The Power Query Editor is where a user would set up the data and how it needs to be read.
• When incorporating new data, this is where we would massage that data to allow us to create custom dashboards.
• Another important feature of the Power Query Editor is that we can establish rules/processes to be run against our data set to create data that is not typically included in the CSVs we produce.

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The Reporting Tab is going to be where we create dashboards and visuals.

A dashboard is made up of 3 components:

1. Visual - This will be the type of visual, e.g. bar chart, table, card, etc.
2. Fields - This is the data element from your data sets or the CSVs from eCR
3. Filters - This is how we will control what data is displayed within the visual in conjunction with the data elements on the visual and any slicers that are created.

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When it comes to building a dashboard of reports/visuals, there really isn’t much to think about when it comes to laying the items out. However, we can layout things out in a more readable format, so our content is easier to digest.

We typically read left to right, top to bottom. Power BI is no different. With this in mind, we can assume that the upper left-hand corner is prime real estate when it comes to our dashboard. This should be the focal point of the message you are trying to deliver. While we may want our logo to live here, this is much better suited in another corner/location on the dashboard.

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