A significant section includes learning how to configure the report page. This involves designing and setting options in the report layout, managing datasets, and incorporating varying visual features. It also involves security considerations like row-level security, sharing and accessing reports efficiently, and working with dashboards and workspace.
This post will delve into the step-by-step process of configuring the report page, giving a detailed overview of each configuration.
Understanding Power BI Report Page Basics
Articles and resources related to Power BI can often seem overwhelming due to the depth of features that the tool carries. The report page is a primary working space on Power BI, where the visualizations, filters, and other data-focused aspects are arranged for output presentation.
Each report page can have multiple visualizations, but to enhance readability and user experience, Microsoft recommends a clean, less packed design.
Designing and Setting the Report Layout
Report layout defines how visualizations, texts, images, shapes, and other elements are arranged in a report. Power BI office three layout options- landscape, portrait, and custom.
- Landscape: This is the default layout in Power BI with an aspect ratio of 16:9, suitable for presentations and screen displays.
- Portrait: This layout is for mobile viewing with an aspect ratio of 9:16. It’s used when the majority of target audiences uses mobile devices to view the report.
- Custom: This layout allows the user to define height and width manually according to the requirement.
Tools like gridlines and snap-to-grid can also assist in creating a more accurate and aesthetically pleasing report layout.
Managing Datasets
Managing datasets involves importing or connecting to data, cleaning, and transforming it before visualizing it on the report page. Power Query editor in Power BI can be used to clean and transform the data.
Once the data preparation stage is completed, The user may create a data schema or model, which depicts the relationship between various tables and fields in the datasets.
Incorporating Visual Features
There are different visualization options available, including those for analysis, comparison, composition, relationship, and distribution. For example, column/bar charts, pie/donut charts, line charts, maps charts, waterfalls, etc.
Power BI also provides a feature to create and import custom visualizations based on the report’s requirement and domain.
Applying Row-Level Security
Row-Level Security (RLS) restricts data access at the row level based on user roles and permissions. This ensures that the sensitive data is protected, and users can only view data pertinent to them. This is particularly useful when dealing with a large organization where different team members may require access to different levels or segments of data.
Sharing and Accessing Reports
Power BI offers flexibility with sharing reports. Reports can be shared directly with users, publish to web, shared with Power BI apps, or embedded in Teams or SharePoint Online. These sharing options come with specific advantages and disadvantages that need consideration before selection.
Working with Dashboards and Workspace
A dashboard is a collection of visualizations, reports, and other data that provides a consolidated view of business data. A workspace comprises the dashboards, reports, workbooks, and datasets in Power BI.
By organizing reports into dashboards and workspaces, you make it easier for your team members to locate, interact with, and make decisions based on the analysis that your report provides.
In conclusion, the process of configuring a report page in Power BI requires attention to detail and a good grasp of Power BI’s features. The PL-300 Microsoft Power BI Data Analyst exam covers these aspects meticulously thereby equipping candidates with the essential skills and knowledge.
Practice Test
True or False: You can hide and unhide report pages in Power BI.
- True
- False
Answer: True
Explanation: The Power BI service allows you to hide report pages. You can unhide them later if needed.
In Power BI, you can change the order of your tabs (pages) on a report.
- A. True
- B. False
Answer: A. True
Explanation: Yes, you can change the order of the tabs in your Power BI report by dragging and dropping the tabs into your preferred sequence within the report.
In Power BI, which of the following methods can be used to duplicate a report page?
- A. Using Ctrl+C and Ctrl+V.
- B. Right-clicking on the page tab and clicking on duplicate.
- C. Dragging the page tab to another position.
- D. Both A and B.
Answer: B. Right-clicking on the page tab and clicking on duplicate.
Explanation: To duplicate a report page in Power BI, you would need to right-click on the page tab and then click on the duplicate option.
True or False: Power BI allows you to rename, duplicate, and delete report pages only when working in the Power BI service.
- True
- False
Answer: False
Explanation: You can rename, duplicate, and delete report pages in both Power BI Desktop and Power BI Service.
Which of the following is not a method to manage Report Page tooltips in Power BI?
- A. Create a report page to be used as a tooltip
- B. Assign the tooltip report page
- C. Set a default tooltip report page
- D. All are methods of managing Report Page tool tips
Answer: D. All are methods of managing Report Page tool tips.
Explanation: All the listed options are ways to manage Report Page tooltips in Power BI.
True or false: In Power BI, you can customize the size of a report page.
- True
- False
Answer: True
Explanation: Power BI provides options to customize the size of a report page under the Page view menu.
In Power BI, where can you adjust settings for Pages?
- A. Format pane
- B. View tab
- C. Home tab
- D. Modeling tab
Answer: A. Format pane
Explanation: The Format pane provides the controls to adjust settings for Pages and visualization formatting.
True or false: Only one report page can be active at a time in Power BI.
- True
- False
Answer: True
Explanation: Even though you can have multiple report pages in a Power BI report, only one can be active (visible) at a time.
Which of the following is not a valid report page size type in Power BI?
- A. 16:9 Ratio
- B. Letter Aspect
- C. Custom Ratio
- D. Full Screen
Answer: B. Letter Aspect
Explanation: Power BI supports 16:9 Ratio, Custom Ratio and Full Screen modes for report page size. There is no ‘Letter Aspect’ page size.
Which is not a valid property of ‘Page Information’ in Power BI?
- A. Page Name
- B. Q&A Descriptor
- C. Tooltips
- D. Background
Answer: C. Tooltips
Explanation: Tooltips is not part of the ‘Page Information’ settings. “Page Name” and “Q&A Descriptor” are valid properties, while ‘Tooltips’ belong to a separate setting in Power BI.
True or False: You can set different page views for each report page in your Power BI report.
- True
- False
Answer: True
Explanation: Power BI does allow setting unique page views for each report page in your Power BI report.
True or False: You can configure your Power BI report to change different data sets between pages.
- True
- False
Answer: False
Explanation: Your report can contain multiple pages, but all the data on those pages are from the same dataset.
Which Power BI feature allows you to create a single page that aggregates visuals from the other pages?
- A. Page drill-through
- B. Filters
- C. Summary page
- D. Dashboard
Answer: C. Summary page
Explanation: A summary page in Power BI is a single page that contains visuals from the other pages and provides a summed-up view of the data.
True or False: The option to export the current report page to a pdf or ppt format is available in Power BI.
- True
- False
Answer: True
Explanation: Yes, Power BI offers the option to export the current report page to a pdf or ppt format under the File menu.
Can you protect a page or report in Power BI from edits by limiting permissions?
- A. Yes
- B. No
Answer: A. Yes
Explanation: By setting the correct permissions, you can restrict users to view-only and protect your Power BI reports from being edited.
Interview Questions
What steps do you need to take to modify the page layout and size of a report page in Power BI?
To modify the layout and size of a report page, select “File” from the top menu. Then from the drop-down options, select “Options and settings” then “Options”. A dialog box will appear. Select “Report settings” from the left-sidebar and then you can modify the Page View, Page size, and Page Color.
How do you add a new page to your report in Power BI?
To add a new page to your report, navigate to the Pages pane in the report view, then click on the New Page button at the bottom of the pane.
How do you create a duplicate page in a Power BI report?
To create a duplicate page, you can right-click on the page that you want to copy, then select “Duplicate Page” from the context menu.
How can you hide a page in a Power BI report?
To hide a page in a Power BI report, right-click on the page you want to hide and select “Hide Page” from the context menu.
In Power BI, can you rename a page in the report?
Yes, you can rename a page in the report. Simply double-click on the page name in the Pages pane, then type the new name for the page.
How do you set the current report page as a default landing page in Power BI?
Right-click on the report page that you want to set as the default landing page. Select “Set as Landing Page” from the context menu.
What is the Page View option in Power BI?
The Page View option allows you to control how your report looks in the Power BI service. There are three options available: Fit to Page, Fit to Width, and Actual Size.
What does the “Fit to Page” option in Page View do?
The “Fit to Page” option makes the entire report page fit in your current viewing area.
In Power BI, how can you arrange multiple visuals in your report page?
You can select multiple visuals by holding down the Shift key and clicking on each visual, then you can move, resize, or align them together.
How do you delete a page from your report in Power BI?
To delete a page from your report, right-click on the page tab you wish to delete and select “Delete Page”. Confirm the action on the popup.
How do you change the background color of a report page in Power BI?
To change the background color, select “Format” > “Page background” > “Color”, then choose the color you want to use from the picker.
What does ‘Print the current page’ option in File Menu do?
The ‘Print the current page’ option allows you to print the current report page that you are viewing.
How do you bring a visual in front of another visual in a report page in Power BI?
To bring a visual in front, select the visual and then select “Format” > “Bring Forward” or “Bring to Front”.
How can you set the tab order of visuals on a report page in Power BI?
To set the tab order of visuals, select “View” > “Tab Order”. Now, in the Tab Order pane, you can reorder the visuals using drag and drop or by using the Move Up or Move Down buttons.
How do you change the report layout from landscape to portrait in Power BI?
To change the report layout from landscape to portrait, select “File” > “Options and settings” > “Options” > “Report settings”. Then, in the Page Size section, switch from “16:9 Landscape” to “9:16 Portrait”.
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