Explore Power BI Reports

What can you do as a consumer of a Power BI report?  Here are some commonly used functions available in Power BI reports.

Detailed Information 

• Change Size/View of a Report 
• Filter a Report using Slicers
• Export a Report to PowerPoint or PDF
• Export Data to Excel or CSV file
• Subscribe Report
• Set Bookmarks
• Reset to Default
• Change Sort Order in a Visual
• Copy a Visual

Change Size/View of a Report 

When the report is too small or too large, you can change the size of the view. At the top right corner of the window, there is a "View" button. The view options include full screen, fit to page or width, and actual size. The high-contrast colors option is also available.
       

In addition, at the bottom right corner of the window, there is a "Zoom" bar that you can slide and change the size of the contents.

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Filter a report using slicers

Filter the value(s) by clicking a slicer.

• If the selection is a radio button, you can only choose one value.
• If the selection is a solid square, you can select multiple values by using the Ctrl key.
• If the selection is a box with a check mark, you can select multiple values by simply clicking.
   

Radio button :

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Export a report to PowerPoint or PDF

You can export an entire report either to PowerPoint or as a PDF.

1. Click the drop-down arrow for "Export" and choose "PowerPoint" or "PDF"
   

2. Click the "Export" button and wait till it finishes exporting. Once it is done, you can download the file or the PowerPoint file will be opened automatically.
   Since the export function above only captures what is visible on the page, the data is sometimes incomplete. To remedy this, try "Export data to Excel or CSV file" section below.

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Export Data to Excel or CSV File

1. Hover over your mouse on the table or graph. Small gray icons will show up on the top corner (or bottom corner) of the table.
   

2. Click the ellipse and choose "Export data"
   
3. Click one of the options available on the pop-up window and click "Export". When the "Data with current layout" option is selected, the file format will be xlsx. For other options, you can choose either xlsx or csv format.
   

4. The data will be downloaded and you can open the file when it finishes downloading. When the "Data with current layout" option is used, the cells are merged on Excel output. 1) Select the entire Excel sheet and 2) click "Merge & Center" which will unmerge the cells and populate the values on each cell.
   

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Subscribe Report

You can subscribe and email the report. This function is helpful when the report is refreshed frequently. Click the "Subscribe" function at the top of the page.

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Set Bookmarks

Bookmark remembers your selection of view of the report page or slicers. When you come back to report for the next time, you don't have to set all of the slicers. Click the "Bookmarks" function at the top right corner of the page and choose the "Add a personal bookmark" option. You can name your own bookmark and save it.

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Reset to default

Click the "Reset to default" to reset filters, slicers, and other data view changes you've made. The report will go back to the default. The icon is located at the top right of the page.

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Change sort order in a visual

You can change the way the visual looks, for instance, change the sort order of the visual. If your report has a graph or table, hover your mouse at the top right corner of the visual and click ellipses. Choose descending order or ascending order, and you can also change the sort by a different field.

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Copy a Visual

You can copy a visual and paste it into your own document, such as PowerPoint or Word. Hover your mouse at the top right corner of the visual and click the first icon. Click "Copy to clipboard" to copy the visual and paste it where you would like to.

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