Lab: Real-Life Hospital Example

Real-Life Hospital Example

A regional director wants to click on a hospital branch, then drill through to see each doctor’s individual workload and revenue contribution.

Practical Exercise (Hands-On)

Add slicers for hospital_branch, specialization, and appointment date range to the Operations Overview page. Build a drill-through page called Doctor Detail that shows a selected doctor’s appointments, treatments, and revenue.

Step-by-Step

⚠️ Caution: This lab was developed using Microsoft Power BI Desktop v2.155.756.0 (64-bit). If you are using a different version, you may notice minor differences in the menus, icons, or interface. The overall functionality and steps should remain largely the same.

1. On the Operations Overview page, add a Slicer visual and drag doctors[hospital_branch] into it.
2. Add a second Slicer and drag doctors[specialization] into it.
3. Add a third Slicer, drag appointments[appointment_date] into it, and change its style to “Between” so it becomes a date range slicer.
4. Arrange the three slicers neatly along one side of the page.
5. Add a new Report page and rename it “Doctor Detail.”
6. In the Format pane of the new page, turn on “Allow drill through” and add doctors[first_name] (or doctor_id) as the drill-through field.
7. Add a Table visual on Doctor Detail showing appointment_date, reason_for_visit, and status, plus a Card showing a revenue measure filtered to that doctor.
8. On Operations Overview, right-click a data point tied to a specific doctor and choose Drill through > Doctor Detail to test that it filters correctly and adds an automatic back button.
9. Open the Bookmarks pane (View > Bookmarks). Arrange the page one way and click Add to save Bookmark 1; rearrange and save Bookmark 2.
10. Add two Button visuals (Insert > Buttons), and set each button’s Action to jump to Bookmark 1 or Bookmark 2 so users can toggle views.
11. Save the file.

Expected Result

Slicers filter the Operations Overview page live; drilling through from a doctor’s data point opens Doctor Detail pre-filtered to that doctor with a working back button; the two buttons toggle between saved bookmark states.

Mini Lab / Scenario Task

Create a custom tooltip page showing the breakdown of reason_for_visit when hovering over a doctor’s bar in the chart.