Power BI - Customising your Report Tutorial
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.
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Power BI - Customising your Visuals
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Power BI - Publishing your Report through the Power BI Service
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Power BI - Manipulating tiles in a Dashboard
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Power BI - Creating a Report
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Power BI - Creating and configuring a Dashboard
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Power BI - Sharing and publishing your Dashboard
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Power BI - Recovering your Data from different sources
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Power BI - Preparing, cleaning and transforming your Data
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Creating a Report
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Introduction to Power Bi
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General Introduction
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Create dynamic visual title using the Selected Value function
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Recovering your Data from different sources
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Introduction to Power BI Building Blocks
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Introduction to Power BI Desktop
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Create slicers
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Create quick measures
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Preparing, cleaning and transforming your Data
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Introduction to Power BI Mobile
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Creating your Datasets
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Introduction to the Query Editor
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Customising your Visuals
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Conditional formatting
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Manipulating tiles in a Dashboard
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Consulting and using a Dashboard
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Use the drill down filter
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Calculate function
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Turn on the drill down feature
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Add an alert to a visual
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Sharing and publishing your Dashboard
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Manage interactions
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Manage relations between data sources
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What are measures?
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Introduction to PowerBI
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Creating a Report
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Create a PivotTable report manually
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Recovering your Data from different sources
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Create a PivotTable and analyze your data
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Sort, filter, summarize and calculate your PivoteTable data
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How to track and monitor values with the Watch Window
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Preparing, cleaning and transforming your Data
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Analyze your network and communication habits
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Creating your Datasets
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Introduction to the Query Editor
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Customising your Visuals
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Manipulating tiles in a Dashboard
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Consulting and using a Dashboard
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Improved version history
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Sharing and publishing your Dashboard
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XLOOKUP (Advanced metrics)
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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Check and share your form results
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XLOOKUP (Basic metrics)
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Summarize Your Notes with Copilot
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Optimize Meetings with Viva Insights
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Manage video settings
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Receiving a briefing email from Viva Insights
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Draft Content Based on an Existing Document with Copilot
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Summarize Your Email Exchanges with Copilot
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Summarize the Content of a Note with Copilot
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Copilot in Teams Conversations
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Analyze and Write Content Based on a File
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Copilot After Teams Meetings
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Copilot During Teams Meetings
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Analyze Team Dynamics
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Organize Your Messages with Rules
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Process an incoming message
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Sort and filter emails
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Make changes to a text
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Organize into Folders
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Manage Views
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Analyzing multiple OneDrive documents with Copilot
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Analyzing a OneDrive file with Copilot
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Use Categories
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Clean Up Your Inbox
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Tracking changes in a Loop page with Copilot
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Easily Sort Your Mails
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Introduction to PowerBI
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Initiate a project budget tracking table with Copilot
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Develop and share a clear project follow-up with Copilot
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Organize an action plan with Copilot and Microsoft Planner
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Structure and optimize team collaboration with Copilot
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Modify with Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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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 :
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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.