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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Introduction to Power BI Desktop
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Recovering your Data from different sources
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Introduction to Power BI Building Blocks
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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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Introduction to the Query Editor
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Creating your Datasets
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Customising your Visuals
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Use the drill down filter
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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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Calculate function
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Turn on the drill down feature
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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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Add an alert to a visual
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What are measures?
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Creating a Report
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Create a PivotTable report manually
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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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Create a PivotTable and analyze your data
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Recovering your Data from different sources
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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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Introduction to the Query Editor
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Creating your Datasets
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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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Manage video settings
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Optimize Meetings with Viva Insights
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Analyze your network and communication habits
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Summarize Your Notes with Copilot
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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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Copilot After Teams Meetings
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Analyze and Write Content Based on a File
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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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Organize into Folders
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Sort and filter emails
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Process an incoming message
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Manage Views
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Analyzing multiple OneDrive documents with Copilot
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Clean Up Your Inbox
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Tracking changes in a Loop page with Copilot
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Analyzing a OneDrive file with Copilot
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Easily Sort Your Mails
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Use Categories
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Making changes to a text
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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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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Manipulate Dynamic Content with Power FX
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Create and Manage Appointments in Delegated Calendars
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Making changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Create a task from a message
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Share a task list
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Create a task or reminder
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Task Module Overview
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
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Attach files efficiently in Outlook
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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Survey Consumer Satisfaction Panel with ChatGPT
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Enhance Your Product on Social Media with ChatGPT
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Write a Product Description with ChatGPT
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Structure Your Product Launch Project
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Initiate a Market Research Study with ChatGPT
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Manage Storage Space
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Synchronize Your Teams and SharePoint Files on Your Computer
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Use Documents in a Synchronized Library Folder
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Make a File Request
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Restore Your OneDrive Space
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Find All Shares from the Same Person
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Modify Sharing Rules
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Check Granted Shares
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Protect My Document with a Password and Expiration Date
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Avoid Abusive Document Sharing
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Best Security Practices on OneDrive
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Use Recycle Bins to Restore Documents
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Search for Documents
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Use Document History or Restore a Document to a Previous Version
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Discover the Meaning of OneDrive Icons
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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Personality and tone for a realistic rendering
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Format and example for optimal results
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The importance of context in your requests
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Precise task in conversational AI
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Basics of prompting with conversational AI
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What is a prompt ?
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Survey Consumer Satisfaction Panel
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Promote Your Product on Social Networks with Copilot
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Write a Product Description with Copilot
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Structure Your Product Launch Project
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Initiate a Market Study with Copilot
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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.