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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Available in Microsoft365

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.

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Power BI Desktop also has a wide range of tools

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to format the pages of your report and help you bring it to life.

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Besides data related visuals, you can also add

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static elements such as text, boxes images and shapes

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to improve the visual design of your reports.

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To add these elements, go to the Insert Group under the Home tab.

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Text boxes are ideal for displaying large titles, legends

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or short information paragraphs with your visuals.

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To include a link in a text box, select the relevant text

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and then click on the Link symbol in the text box option bar.

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You can select image to open the File Explorer in order

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to select an image from your computer.

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With respect to Shapes, you have five options;

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rectangle, oval, line, triangle and arrow.

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The shapes can be opaque or transparent with a colored border.

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When you select these static elements,

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the Format pane will be displayed to the right and will allow you to customize them.

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Now let's look at the body of the page.

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Make sure that no visual has been selected

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and then enable the Format pane by clicking on the Paintbrush icon.

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You can then rename the page,

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change the background color and even set an image as the background if you wish.

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You could also change the page size.

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By default, report pages have a 16 by 9 ratio.

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To change the page size, select one of the available options in the type list.

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The available sizes are 4 by 3,

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Letter and Cortana.

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This letter option allows you to resize the report so

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that it can be used as an outcome in research using Cortana.

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Finally, the Custom option makes it possible to specify

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a custom size in pixels.

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You may have to resize your visuals after changing the page size,

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so that they are visible on the canvas.

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You can also change the page scaling of your report.

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To do so, use the Page View menu under the View tab.

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If you plan to share or consult your report on a smartphone,

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you must go to Phone Layout to define the layout

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of your visuals in this Page View.

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Finally, as we mentioned earlier, a report can contain several pages.

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To add a new page, click on the plus sign in the Page Tabs area.

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However, if you want to use the same layouts and visuals

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as on the first page, simply copy it by right clicking on the tab

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and then select Duplicate Page,

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you can then rename the new page and make the necessary updates.

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