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@johnfelipe
Last active April 18, 2024 14:45
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VIDEO3: https://drive.google.com/drive/folders/15tX5bhBzpOq_ozHo_3E7m6IA2QV4kEdi?usp=sharing

Based on the transcript provided, here is a list of Power BI tasks with their corresponding start timecodes:

  1. [00:04:21] Change the current portfolio and reference portfolio headings to have the first letter capitalized (e.g. "Current Portfolio", "Reference Portfolio").

  2. [00:04:45] In the reference portfolio section, change the order to show active type first and then product below.

  3. [00:06:48] Add a tilde to the "o" in "distribution" in the "Distribution by Type of Active" heading.

  4. [00:08:23] Increase the size of the combo box for selecting filters as it appears too small.

  5. [00:08:45] Ensure that users can only select one filter at a time, either by group or by column, but not both simultaneously.

  6. [00:09:42] Display the number of people in the selected group or client name at the top of the report.

  7. [00:10:24] Integrate the expected profitability, complacency, and social volatility widgets into the main report.

  8. [00:11:44] Upload the updated queries to the DevOps work item for review by Fernando.

  9. [00:13:32] Hide the reference portfolio section when a group is selected, as the specific profile is unknown.

  10. [00:14:47] Display the profile name below the client name when a client is selected.

  11. [00:16:37] Ensure that the report is blank by default when first loaded, forcing the user to select a client to view data.

  12. [00:17:22] Schedule a meeting with Luis Ángel to demonstrate the updated Power BI report, pending completion of the above tasks.

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