Apply colors to Autodesk Connector visuals based on properties imported from data exchanges.
Transcript
00:03
When using the Power BI Connector to load Data Exchanges into Power BI, you can apply colors to your Power BI visuals,
00:11
including the custom viewer visual.
00:13
Start in the Power BI desktop application, with a Data Exchange imported,
00:18
the Autodesk Data Connector viewer loaded, and a visual already created.
00:23
In this example,
00:24
the Data Exchange was created from the Architectural Floors view in the Snowden Towers sample model included with Revit.
00:31
Here, a Stacked Column Chart shows the area sum by floor type.
00:36
To apply colors to the viewer visual, first, select the visual.
00:41
Then, from the Data pane, drag the properties you want to apply color to into the Color field.
00:47
For instance, to color the floors by type, drag the type property into the Add data fields here under Color.
00:55
On the dashboard, the viewer now updates with coloring based on the floor types from the Data Exchange.
01:01
To adjust the colors, on the Visualizations pane, select Build visual, and then open the Format your Visual tab.
01:10
Expand Data Colors to view a list of available floor types and colors.
01:16
To change a color, expand the color picker for a specific property type, then select a new color.
01:23
The model visual updates immediately.
01:26
To apply a custom color, open the color picker again and click More colors.
01:32
In the Color dialog, you can choose the desired color or enter the precise RGB or Hex values.
01:39
You can also use conditional formatting to apply properties based on specific conditions.
01:45
Return to the Add data to your visual tab.
01:49
Only one property is permitted in the Color field, so before adding another property for coloring, click the X to remove the current property.
01:57
Now, drag another property into the field, such as Element ID.
02:03
Colors based on the Element ID values are applied to the visual.
02:08
Remove the newly applied color property.
02:12
When applying color based on other parameters, make sure that the properties you choose have a Text data type.
02:18
If you attempt to apply a property that has a Decimal number data type, it will not yield any results.
02:24
From the Data pane, select the Area property, which has a sum symbol next to its name.
02:30
On the ribbon, Column tools tab, Structure panel, you see that the Data type is set to Decimal number.
02:38
If you drag the Area property from the Data pane into the Color field, you see that the viewer remains unchanged.
02:44
Clear the Color field.
02:46
One logical solution is to change the Data type, but this will affect any existing visuals that use the Area property.
02:54
As an example, from the ribbon, expand the Data type drop-down and select Text.
02:60
Immediately, the Stacked Column Chart indicates an error.
03:04
Change the Data type back to Decimal number.
03:07
In the confirmation dialog click Yes to confirm, and the chart is restored.
03:13
To avoid this type of error, you can create a custom column with duplicate Area values that are listed as text.
03:20
From the Data pane, click the More options menu and select New column.
03:26
An editor displays that allows you to define the newly created column.
03:31
Enter a column name of “AreaAsText”.
03:35
After the equals symbol, begin typing “area”, then select the Area column from the Data Exchange.
03:42
This copies the values from the Area column, and you can then change the data type of the new column without affecting the visuals.
03:50
From the ribbon, expand Data type and set it to Text.
03:55
You can now apply colors based on area by dragging the new AreaAsText property into the Color field.
00:03
When using the Power BI Connector to load Data Exchanges into Power BI, you can apply colors to your Power BI visuals,
00:11
including the custom viewer visual.
00:13
Start in the Power BI desktop application, with a Data Exchange imported,
00:18
the Autodesk Data Connector viewer loaded, and a visual already created.
00:23
In this example,
00:24
the Data Exchange was created from the Architectural Floors view in the Snowden Towers sample model included with Revit.
00:31
Here, a Stacked Column Chart shows the area sum by floor type.
00:36
To apply colors to the viewer visual, first, select the visual.
00:41
Then, from the Data pane, drag the properties you want to apply color to into the Color field.
00:47
For instance, to color the floors by type, drag the type property into the Add data fields here under Color.
00:55
On the dashboard, the viewer now updates with coloring based on the floor types from the Data Exchange.
01:01
To adjust the colors, on the Visualizations pane, select Build visual, and then open the Format your Visual tab.
01:10
Expand Data Colors to view a list of available floor types and colors.
01:16
To change a color, expand the color picker for a specific property type, then select a new color.
01:23
The model visual updates immediately.
01:26
To apply a custom color, open the color picker again and click More colors.
01:32
In the Color dialog, you can choose the desired color or enter the precise RGB or Hex values.
01:39
You can also use conditional formatting to apply properties based on specific conditions.
01:45
Return to the Add data to your visual tab.
01:49
Only one property is permitted in the Color field, so before adding another property for coloring, click the X to remove the current property.
01:57
Now, drag another property into the field, such as Element ID.
02:03
Colors based on the Element ID values are applied to the visual.
02:08
Remove the newly applied color property.
02:12
When applying color based on other parameters, make sure that the properties you choose have a Text data type.
02:18
If you attempt to apply a property that has a Decimal number data type, it will not yield any results.
02:24
From the Data pane, select the Area property, which has a sum symbol next to its name.
02:30
On the ribbon, Column tools tab, Structure panel, you see that the Data type is set to Decimal number.
02:38
If you drag the Area property from the Data pane into the Color field, you see that the viewer remains unchanged.
02:44
Clear the Color field.
02:46
One logical solution is to change the Data type, but this will affect any existing visuals that use the Area property.
02:54
As an example, from the ribbon, expand the Data type drop-down and select Text.
02:60
Immediately, the Stacked Column Chart indicates an error.
03:04
Change the Data type back to Decimal number.
03:07
In the confirmation dialog click Yes to confirm, and the chart is restored.
03:13
To avoid this type of error, you can create a custom column with duplicate Area values that are listed as text.
03:20
From the Data pane, click the More options menu and select New column.
03:26
An editor displays that allows you to define the newly created column.
03:31
Enter a column name of “AreaAsText”.
03:35
After the equals symbol, begin typing “area”, then select the Area column from the Data Exchange.
03:42
This copies the values from the Area column, and you can then change the data type of the new column without affecting the visuals.
03:50
From the ribbon, expand Data type and set it to Text.
03:55
You can now apply colors based on area by dragging the new AreaAsText property into the Color field.
