Power BI - Customising your Report Video
In this video, you will learn about customizing your report in Microsoft 365. The video covers the process of customizing reports and demonstrates how to personalize your report to meet your specific needs.
This will help you gain a better understanding of how to tailor your reports in Microsoft 365 for optimal visibility and SEO performance.
- 3:12
- 2924 views
-
Power BI - Customising your Visuals
- 2:58
- Viewed 3389 times
-
Power BI - Publishing your Report through the Power BI Service
- 2:59
- Viewed 3524 times
-
Power BI - Manipulating tiles in a Dashboard
- 3:26
- Viewed 3340 times
-
Power BI - Creating a Report
- 2:54
- Viewed 9160 times
-
Power BI - Creating and configuring a Dashboard
- 2:50
- Viewed 3526 times
-
Power BI - Sharing and publishing your Dashboard
- 3:43
- Viewed 2944 times
-
Power BI - Recovering your Data from different sources
- 3:26
- Viewed 3965 times
-
Power BI - Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3622 times
-
Creating a Report
- 2:54
- Viewed 9160 times
-
Introduction to Power Bi
- 1:29
- Viewed 6435 times
-
General Introduction
- 2:54
- Viewed 4840 times
-
Create dynamic visual title using the Selected Value function
- 5:42
- Viewed 4105 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3965 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 3861 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 3828 times
-
Create slicers
- 3:55
- Viewed 3754 times
-
Create quick measures
- 3:02
- Viewed 3753 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3622 times
-
Introduction to Power BI Mobile
- 2:15
- Viewed 3544 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3526 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3524 times
-
Creating your Datasets
- 2:26
- Viewed 3507 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3452 times
-
Customising your Visuals
- 2:58
- Viewed 3389 times
-
Conditional formatting
- 3:35
- Viewed 3366 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3340 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3337 times
-
Use the drill down filter
- 4:41
- Viewed 3312 times
-
Calculate function
- 4:22
- Viewed 3243 times
-
Turn on the drill down feature
- 2:23
- Viewed 3021 times
-
Add an alert to a visual
- 2:24
- Viewed 2965 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 2944 times
-
Manage interactions
- 1:56
- Viewed 2918 times
-
Manage relations between data sources
- 2:37
- Viewed 2849 times
-
What are measures?
- 2:58
- Viewed 2711 times
-
Introduction to PowerBI
- 00:60
- Viewed 182 times
-
Creating a Report
- 2:54
- Viewed 9160 times
-
Create a PivotTable report manually
- 4:59
- Viewed 4156 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3965 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 3834 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3827 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3822 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3622 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3526 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3524 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3519 times
-
Creating your Datasets
- 2:26
- Viewed 3507 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3452 times
-
Customising your Visuals
- 2:58
- Viewed 3389 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3340 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3337 times
-
Improved version history
- 0:51
- Viewed 3037 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 2944 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2623 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2582 times
-
Check and share your form results
- 2:42
- Viewed 2370 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2307 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 2160 times
-
Manage video settings
- 1:27
- Viewed 2063 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1482 times
-
Analyze Team Dynamics
- 1:19
- Viewed 864 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 541 times
-
Process an incoming message
- 01:53
- Viewed 293 times
-
Sort and filter emails
- 02:51
- Viewed 290 times
-
Organize into Folders
- 01:57
- Viewed 277 times
-
Manage Views
- 02:36
- Viewed 271 times
-
Use Categories
- 02:51
- Viewed 229 times
-
Clean Up Your Inbox
- 01:18
- Viewed 229 times
-
Easily Sort Your Mails
- 01:38
- Viewed 196 times
-
Introduction to PowerBI
- 00:60
- Viewed 182 times
-
Introduction to PowerBI
- 00:60
- Viewed 182 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 173 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 177 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 182 times
-
Introduction to Planner
- 00:56
- Viewed 188 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 176 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 183 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 250 times
-
Introduction to Sway
- 01:53
- Viewed 159 times
-
Introducing to Word
- 01:00
- Viewed 179 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 162 times
-
Create a call group
- 01:15
- Viewed 226 times
-
Use call delegation
- 01:07
- Viewed 145 times
-
Assign a delegate for your calls
- 01:08
- Viewed 223 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 148 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 138 times
-
Manage advanced call notifications
- 01:29
- Viewed 154 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 185 times
-
Block unwanted calls
- 01:24
- Viewed 152 times
-
Disable all call forwarding
- 01:09
- Viewed 158 times
-
Manage a call group in Teams
- 02:01
- Viewed 145 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 143 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 139 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 161 times
-
Manage voicemail messages
- 01:55
- Viewed 209 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 226 times
-
Customize your voicemail greeting
- 02:17
- Viewed 136 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 137 times
-
Manage simultaneous calls
- 01:52
- Viewed 147 times
-
Support third-party apps during calls
- 01:53
- Viewed 180 times
-
Add participants quickly and securely
- 01:37
- Viewed 143 times
-
Configure call privacy and security settings
- 02:51
- Viewed 141 times
-
Manage calls on hold
- 01:20
- Viewed 150 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 141 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 150 times
-
Action Function
- 04:18
- Viewed 150 times
-
Search Function
- 03:42
- Viewed 203 times
-
Date and Time Function
- 02:53
- Viewed 184 times
-
Logical Function
- 03:14
- Viewed 277 times
-
Text Function
- 03:25
- Viewed 212 times
-
Basic Function
- 02:35
- Viewed 177 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 201 times
-
Introduction to Power Fx
- 01:09
- Viewed 179 times
-
The New Calendar
- 03:14
- Viewed 301 times
-
Sections
- 02:34
- Viewed 188 times
-
Customizing Views
- 03:25
- Viewed 180 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 299 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 197 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 156 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 189 times
Objectifs :
This document aims to provide a comprehensive overview of how to customize visuals and format pages in Power BI Desktop, enhancing the visual design of reports through the addition of static elements and effective page management.
Chapitres :
-
Introduction to Power BI Desktop Customization
Power BI Desktop offers a variety of tools to customize visuals and format report pages. This functionality is essential for creating engaging and informative reports that effectively communicate data insights. -
Adding Static Elements to Reports
In addition to dynamic data visuals, you can enhance your reports by adding static elements such as text. To do this, navigate to the Insert Group under the Home tab. Text boxes are particularly useful for displaying large titles, legends, or brief informational paragraphs alongside your visuals. -
Inserting Links and Images
To include a hyperlink in a text box, select the relevant text and click on the link symbol in the text box option bar. Additionally, you can insert images by selecting the image option, which opens the File Explorer, allowing you to choose an image from your computer. -
Utilizing Shapes for Visual Enhancement
Power BI Desktop provides five shape options: rectangle, oval, line, triangle, and arrow. These shapes can be customized to be opaque or transparent and can feature colored borders. To modify these static elements, select them and use the right-click menu for customization options. -
Formatting the Page
To format the body of the page, ensure that no visual is selected and enable the Format pane by clicking on the Paintbrush icon. Here, you can rename the page, change the background color, and adjust the page size. By default, report pages have a 16:9 aspect ratio, but you can select from available options such as 4:3, Letter, and Cortana. The Custom option allows for specific size specifications. -
Adjusting Visuals and Page Scaling
After changing the page size, you may need to resize your visuals to ensure they fit well on the canvas. To adjust the page scaling of your report, use the Page View menu located under the View tab. If you plan to share your report on a smartphone, ensure that your visuals are optimized for mobile viewing. -
Managing Multiple Pages in Reports
Reports in Power BI can contain multiple pages. To add a new page, click on the plus sign in the Page Tabs area. If you wish to replicate the layout and visuals from the first page, right-click on the tab and select 'Duplicate Page' to make necessary updates. -
Conclusion
Customizing visuals and formatting pages in Power BI Desktop is crucial for creating effective reports. By incorporating static elements, adjusting page settings, and managing multiple pages, users can enhance the clarity and impact of their data presentations.
FAQ :
What is Power BI Desktop used for?
Power BI Desktop is used for data visualization and business intelligence, allowing users to create reports and dashboards that provide insights into their data.
How can I add text to my Power BI report?
To add text to your Power BI report, go to the Insert Group under the Home tab and select Text Box. You can then enter your desired text and format it as needed.
What types of shapes can I use in Power BI reports?
In Power BI, you can use various shapes including rectangles, ovals, lines, triangles, and arrows. These shapes can be customized in terms of color and transparency.
How do I change the page size in Power BI?
To change the page size in Power BI, ensure no visual is selected, then access the Format pane and choose from the available size options such as 4:3, Letter, or Custom.
Can I duplicate a page in Power BI?
Yes, you can duplicate a page in Power BI by right-clicking on the page tab and selecting 'Duplicate Page'. This allows you to maintain the same layout and visuals for further modifications.
What is the purpose of the Format pane?
The Format pane in Power BI allows users to customize various aspects of their report pages, including renaming pages, changing background colors, and adjusting page sizes.
Quelques cas d'usages :
Creating a Business Report
A business analyst can use Power BI Desktop to create a comprehensive report that visualizes sales data, incorporates text boxes for key insights, and uses shapes to highlight important trends, enhancing the overall presentation.
Designing a Marketing Dashboard
A marketing team can utilize Power BI to design a dashboard that tracks campaign performance. By adding static elements like text boxes for campaign descriptions and shapes to indicate progress, they can effectively communicate results to stakeholders.
Preparing Research Outcomes
Researchers can format their findings in Power BI by adjusting the page size to fit presentation requirements. They can duplicate pages to maintain consistency across different sections of their report while customizing visuals for clarity.
Optimizing Reports for Mobile Viewing
When preparing reports for mobile devices, users can adjust the page scaling and layout in Power BI to ensure that visuals are easily viewable on smaller screens, enhancing accessibility for users on the go.
Glossaire :
Power BI Desktop
A business analytics tool by Microsoft that enables users to visualize data and share insights across their organization, or embed them in an app or website.
Insert Group
A section in the Home tab of Power BI Desktop where users can add various elements such as text boxes, images, and shapes to their reports.
Text Box
An element used in Power BI reports to display text, such as titles, legends, or short paragraphs, which can enhance the visual design.
Shapes
Static visual elements in Power BI that can be added to reports, including rectangles, ovals, lines, triangles, and arrows, which can be customized in terms of opacity and border color.
Format Pane
A feature in Power BI that allows users to customize the appearance of report pages, including renaming pages, changing background colors, and adjusting page sizes.
Page Size
The dimensions of a report page in Power BI, which can be set to various ratios such as 16:9, 4:3, or custom sizes.
Page Scaling
The adjustment of how a report is displayed on the canvas in Power BI, which can be modified through the Page View menu.
Duplicate Page
A function in Power BI that allows users to create a copy of an existing report page, maintaining the same layouts and visuals for further editing.