Original subtitles

Instructor: Optimization presets in Power BI

allow you to apply predefined optimization settings

that will either reduce the number of queries,

keep the default query interaction settings,

or allow you to customize the query reduction settings.

So the optimization presets are located

just to the right of the pause visual queries

and currently have three options.

First, we have this query reduction option,

which is really best suited for direct query connections

because it turns off all cross filtering,

cross highlighting, and it adds an apply button to slicers.

Remember that direct query connections need to send all

of the queries back to the data source,

which isn't stored within memory.

And doing this can be time intensive.

Up next, we've got our interactivity mode

and this is the default setting in Power BI desktop,

and it's best used when your data model

is built using the import mode

because it allows for all filtering, highlighting,

and real-time changes to slicers and filters

within a page or report.

And then our last option here allows you to

actually customize the exact query reduction settings

that you'd like to apply to your report.

This option opens up the query reduction options panel

from our option and settings menu,

which we'll check out now.

All right, so from our Adventure Works report

we're gonna head up to the optimization presets tab here.

And you can see here

that we currently are using our interactivity mode.

Again, this is that default setting,

but let's update this to query reduction.

And when we click query reduction

we get this little menu here.

It says, your report is optimized for query reduction.

The preset turns off cross highlighting, cross filtering,

and they've added an apply button to the filter pane

so you can apply changes when you're ready.

And then it's got this kind of pro tip here

to further reduce queries

insert and apply all slicers button to any page.

Again, we'll cover that in just a moment here

in a different lecture.

So we'll say, all right, got it.

That makes sense.

And now what you'll notice is, again, that cross filtering

and cross highlighting has been turned off, right?

So if I were to click on the accessories category here,

right, nothing is updating throughout the report, right?

You can see that there's a little icon that's kind

of spins to indicate that something should be happening,

but nothing is actually filtering or highlighting.

Same thing happens if I click on

the revenue trending line chart.

And then if I select something from the matrix visual here,

like our 30 ounce water bottle, same deal.

Nothing is filtering, we're not cross highlighting anything.

All of that functionality has been turned off.

The other piece to call out here is that

within the filters pain, right,

we've got this apply button here that's been added

and right now it's grayed out because we haven't actually

added any sort of filter context to the report.

But what if we did this?

Let's click out of this matrix visual

and let's select our line chart.

And let's say we wanna apply a filter against total revenue.

Let's say our total revenue is greater

than a million dollars.

Once we add in that new filter context

the apply button is illuminated, we can click apply

and we can see the updates are actually made here

within the report.

If we were to clear this out

and then we would have to click apply again to

apply those changes to the report.

Pretty straightforward here,

but that's really the core functionality

within that query of reduction preset.

All right, so this is interactivity mode.

And again, like this is the default setting.

So the report now updates, filters, highlights, et cetera

as expected when any sort of interaction is made

within the report, right?

We can click on accessories here, and you can see that

all of our visuals update accordingly,

based on that selection,

could select an individual data point

from our revenue trending chart.

And again, we're filtering as well.

All right, and now the third option here.

This actually lets you customize the different

optimization presets that you would like to apply

to your report.

And what this does is it actually opens up a new window

that's located within your options and settings

within the report.

And so if we scroll down here, you can see

that it's a current file setting for query reduction, right?

It isn't global, it just applies to this current file.

And again, pretty straightforward here.

You have an option here to reduce the number

of queries that are sent.

So again, we can disable cross highlighting

and filtering by default.

We can add an apply button to each individual slicer here.

Power BI lets us know

that this isn't a recommended approach.

Instead, they've talked about using

an apply all slicers button to each page.

And then our last option here is all about filters, right?

You've got some more granular control about when

and how to apply filters to your report page.

All right, so we're gonna click okay here.

We're gonna come back and we're gonna make sure

that we leave the set to our interactivity mode.

And all right, with that, that's your crash course

in optimization presets and Power BI.