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:
-
[00:04:21] Change the current portfolio and reference portfolio headings to have the first letter capitalized (e.g. "Current Portfolio", "Reference Portfolio").
-
[00:04:45] In the reference portfolio section, change the order to show active type first and then product below.
-
[00:06:48] Add a tilde to the "o" in "distribution" in the "Distribution by Type of Active" heading.
-
[00:08:23] Increase the size of the combo box for selecting filters as it appears too small.
-
[00:08:45] Ensure that users can only select one filter at a time, either by group or by column, but not both simultaneously.
-
[00:09:42] Display the number of people in the selected group or client name at the top of the report.
-
[00:10:24] Integrate the expected profitability, complacency, and social volatility widgets into the main report.
-
[00:11:44] Upload the updated queries to the DevOps work item for review by Fernando.
-
[00:13:32] Hide the reference portfolio section when a group is selected, as the specific profile is unknown.
-
[00:14:47] Display the profile name below the client name when a client is selected.
-
[00:16:37] Ensure that the report is blank by default when first loaded, forcing the user to select a client to view data.
-
[00:17:22] Schedule a meeting with Luis Ángel to demonstrate the updated Power BI report, pending completion of the above tasks.