Text with Bullet Points with from an Excel Table

[Anonymous]

Hi,

In our Dashboard we have an Executive Summary section which is purely text and not based on any statistic or data related to rest of the dashboard. The source is an excel table where One Column is the category (Commercial, Programme, Design) and the other column is the Summary (where the actual text is written with some bullet points). Is there a way to bring this table into power BI report page exactly as it is. One of the columns including text with bullet points? 

Thanks in advance. 

[MAwwad]

Yes, you can bring your Excel table into Power BI and display it with bullet points. Here are the steps to do this:

1. In Power BI, go to the "Home" tab and click "Get Data".
2. Select "Excel" as the data source, navigate to your Excel file, and select the table with your Executive Summary.
3. Click "Load" to load the table into Power BI.
4. Go to the report page where you want to display the Executive Summary and add a "Text box" visual from the "Visualizations" pane.
5. In the "Fields" pane, select the "Category" column and drag it into the "Values" section of the "Visualizations" pane.
6. Select the "Summary" column and drag it into the "Details" section of the "Visualizations" pane.
7. In the "Visualizations" pane, click the "Text tools" tab and select the "Bullets" option.
8. Format the text box as desired (e.g., change the font, font size, and background color).

Your Executive Summary should now be displayed in the text box with bullet points.

[Anonymous]

Hey DataSlayer,

Thank you for quick feedback. I will try this but one small doubt. In my data source excel file, if I have multiple bullet points within one cell does text box take it exactly as it is? Or do I need to have seperate cells for each bullet point?

[johnyip]

Just load that Excel file into PowerBI, and then use a table/matrix vis to display the columns.

You may need to create a calculated column / a column in your Excel to determine the order of the records, and sort [Category] as per that column.

[Anonymous]

Hey John,

This is what we were doing so far but when we use matrix/table visual it does not take the bullet points within the cells into account but it just takes all as a bulk text.