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
- 3069 views
-
Power BI - Customising your Visuals
- 2:58
- Viewed 3614 times
-
Power BI - Publishing your Report through the Power BI Service
- 2:59
- Viewed 3754 times
-
Power BI - Manipulating tiles in a Dashboard
- 3:26
- Viewed 3707 times
-
Power BI - Creating a Report
- 2:54
- Viewed 9379 times
-
Power BI - Creating and configuring a Dashboard
- 2:50
- Viewed 3772 times
-
Power BI - Sharing and publishing your Dashboard
- 3:43
- Viewed 3126 times
-
Power BI - Recovering your Data from different sources
- 3:26
- Viewed 4386 times
-
Power BI - Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3939 times
-
Creating a Report
- 2:54
- Viewed 9379 times
-
Introduction to Power Bi
- 1:29
- Viewed 7259 times
-
General Introduction
- 2:54
- Viewed 5072 times
-
Create dynamic visual title using the Selected Value function
- 5:42
- Viewed 4404 times
-
Recovering your Data from different sources
- 3:26
- Viewed 4386 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 4284 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 4257 times
-
Create slicers
- 3:55
- Viewed 4071 times
-
Create quick measures
- 3:02
- Viewed 4056 times
-
Introduction to Power BI Mobile
- 2:15
- Viewed 4005 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3939 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3772 times
-
Creating your Datasets
- 2:26
- Viewed 3768 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3754 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3707 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3637 times
-
Customising your Visuals
- 2:58
- Viewed 3614 times
-
Conditional formatting
- 3:35
- Viewed 3568 times
-
Use the drill down filter
- 4:41
- Viewed 3550 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3515 times
-
Calculate function
- 4:22
- Viewed 3428 times
-
Turn on the drill down feature
- 2:23
- Viewed 3282 times
-
Add an alert to a visual
- 2:24
- Viewed 3233 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 3126 times
-
Manage interactions
- 1:56
- Viewed 3117 times
-
Manage relations between data sources
- 2:37
- Viewed 3030 times
-
What are measures?
- 2:58
- Viewed 2946 times
-
Introduction to PowerBI
- 00:60
- Viewed 317 times
-
Creating a Report
- 2:54
- Viewed 9379 times
-
Create a PivotTable report manually
- 4:59
- Viewed 4460 times
-
Recovering your Data from different sources
- 3:26
- Viewed 4386 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 4114 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 4053 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 4019 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3939 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3772 times
-
Creating your Datasets
- 2:26
- Viewed 3768 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3754 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3708 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3707 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3637 times
-
Customising your Visuals
- 2:58
- Viewed 3614 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3515 times
-
Improved version history
- 0:51
- Viewed 3315 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 3126 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2799 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2798 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 2565 times
-
Check and share your form results
- 2:42
- Viewed 2547 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2438 times
-
Manage video settings
- 1:27
- Viewed 2178 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1629 times
-
Analyze Team Dynamics
- 1:19
- Viewed 1081 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 656 times
-
Process an incoming message
- 01:53
- Viewed 418 times
-
Sort and filter emails
- 02:51
- Viewed 405 times
-
Manage Views
- 02:36
- Viewed 375 times
-
Organize into Folders
- 01:57
- Viewed 369 times
-
Use Categories
- 02:51
- Viewed 324 times
-
Introduction to PowerBI
- 00:60
- Viewed 317 times
-
Clean Up Your Inbox
- 01:18
- Viewed 314 times
-
Easily Sort Your Mails
- 01:38
- Viewed 308 times
-
Create an app from a list
- 01:18
- Viewed 3 times
-
Automate processes with Power Automate
- 01:49
- Viewed 4 times
-
Creating a Power BI report from a list
- 02:01
- Viewed 5 times
-
Using custom views
- 01:52
- Viewed 4 times
-
Exporting your data
- 01:33
- Viewed 3 times
-
Create a calculated column
- 01:38
- Viewed 4 times
-
Highlight your data with conditional formatting
- 00:01:23
- Viewed 4 times
-
Creating different forms
- 01:30
- Viewed 5 times
-
Create a data entry form
- 02:08
- Viewed 4 times
-
Send an email with Power Apps and Outlook
- 05:08
- Viewed 37 times
-
First steps with the patch function
- 04:17
- Viewed 31 times
-
Create dynamic filters with named formulas
- 04:57
- Viewed 33 times
-
Define centralized visibility rules
- 02:28
- Viewed 38 times
-
Dynamic color palette with named formulas
- 03:53
- Viewed 39 times
-
Introduction to named formulas
- 03:45
- Viewed 30 times
-
First steps with variables
- 04:26
- Viewed 30 times
-
Create new entries
- 03:25
- Viewed 27 times
-
Easily edit your data
- 03:27
- Viewed 26 times
-
Add a form to your app
- 02:43
- Viewed 31 times
-
Customize data display
- 03:55
- Viewed 27 times
-
Prepare your dynamic galleries
- 03:27
- Viewed 25 times
-
Reusable components
- 04:16
- Viewed 40 times
-
Structure your layout
- 04:13
- Viewed 29 times
-
Master containers
- 05:48
- Viewed 29 times
-
Optimize large data processing
- 04:43
- Viewed 28 times
-
Galleries : a first look
- 02:59
- Viewed 28 times
-
Add and manage data sources
- 02:58
- Viewed 30 times
-
Controls explained and applied
- 02:41
- Viewed 26 times
-
The Power Apps interface
- 02:35
- Viewed 32 times
-
Why choose Power Apps?
- 01:36
- Viewed 29 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 55 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 52 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 55 times
-
Relevant views to highlight your information
- 01:52
- Viewed 63 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 48 times
-
A well-structured form for easy entry
- 01:17
- Viewed 58 times
-
The right column type for each data set
- 02:35
- Viewed 49 times
-
Custom columns to match your needs
- 02:09
- Viewed 48 times
-
Smooth updates and management for any list
- 01:06
- Viewed 53 times
-
Simple ways to add data to your list
- 01:06
- Viewed 51 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 51 times
-
A fully custom list built from scratch
- 01:34
- Viewed 53 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 56 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 61 times
-
The essentials of the Lists interface
- 02:01
- Viewed 52 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 56 times
-
Introduction to PowerBI
- 00:60
- Viewed 317 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 306 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 299 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 331 times
-
Introduction to Planner
- 00:56
- Viewed 313 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 446 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 314 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 450 times
-
Introduction to Sway
- 01:53
- Viewed 394 times
-
Introducing to Word
- 01:00
- Viewed 311 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 286 times
-
Create a call group
- 01:15
- Viewed 478 times
-
Use call delegation
- 01:07
- Viewed 246 times
-
Assign a delegate for your calls
- 01:08
- Viewed 452 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 270 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 263 times
-
Manage advanced call notifications
- 01:29
- Viewed 262 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 406 times
-
Block unwanted calls
- 01:24
- Viewed 298 times
-
Disable all call forwarding
- 01:09
- Viewed 289 times
-
Manage a call group in Teams
- 02:01
- Viewed 297 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 244 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 255 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 268 times
-
Manage voicemail messages
- 01:55
- Viewed 405 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 446 times
-
Customize your voicemail greeting
- 02:17
- Viewed 245 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 316 times
-
Manage simultaneous calls
- 01:52
- Viewed 281 times
-
Support third-party apps during calls
- 01:53
- Viewed 433 times
-
Add participants quickly and securely
- 01:37
- Viewed 266 times
-
Configure call privacy and security settings
- 02:51
- Viewed 262 times
-
Manage calls on hold
- 01:20
- Viewed 260 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 269 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 256 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.
Cette formation pourrait intéresser votre entreprise ?
Mandarine Academy vous offre la possibilité d'obtenir des catalogues complets et actualisés, réalisés par nos formateurs experts dans différents domaines pour votre entreprise