Power BI Report Builder & Paginated Reports
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Learn how to use Power BI Report Builder to build paginated reports. Paginated reports allow you to control formatting exactly for delivery as a PDF or on paper, constraining tables to fit on a page and adding headers and footers. Watch the demos and download this deck at: https://senturus.com/resources/power-bi-report-builder-paginated-pixel-perfect-reports. Senturus offers a full spectrum of services across the BI stack plus training on Power BI, Cognos and Tableau. Our resource library has hundreds of free live and recorded webinars, blog posts, demos and unbiased product reviews available on our website at: http://www.senturus.com/senturus-resources/.
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Power BI Report Builder & Paginated Reports
- 1. 1
- 2. 2 Hundreds of resources Visit the Resource Library on the Senturus website to download this presentation and explore other assets: senturus.com/resources 2
- 3. Patrick Powers 3 •Data Scientist, Consultant and Trainer Senturus, Inc. Michael Weinhauer Director Senturus, Inc. Introductions
- 4. 4 Topics • Challenges of report authoring • What are paginated reports? • Data sources and paginated reporting • Building a paginated report • Static versus interactive reporting • Publishing reports • Report Builder licensing 4 Demo: Creating a paginated report
- 5. Agenda •Introductions •Discussion of paginated reports •Demos •Senturus overview •Additional resources •Q&A 5
- 6. Enjoy the full webinar presentation This slide deck is from the webinar Power BI Report Builder & Paginated Reports To view the FREE video recording and download this deck, go to https://senturus.com/resources/power-bi-report-builder- paginated-pixel-perfect-reports/ 6
- 7. Challenges of report authoring • Too often, users want you to recreate what they already are used to using • This means figuring out how to replicate Excel spreadsheets, paper forms, etc • In most tools, especially modern tools focused on visualizations, this can be a challenge 7
- 8. Challenges of report authoring A modern style dashboard can be too graphical to meet the needs of some users and situations. 8
- 9. What are paginated reports? • Paginated reports are designed to be printed or shared • They're called paginated because they're formatted to fit well on a page • They display all the data in a table, even if the table spans multiple pages 9
- 10. What are paginated reports? • Called pixel perfect because you can control their report page layout exactly • Power BI Report Builder is the standalone tool for authoring paginated reports for the Power BI service 10
- 11. Use cases of paginated reports • Paginated reports can solve many problems for an organization • Beyond just printing and sharing in a traditional way, these reports can be used for: • Kiosk displays • Reports with non-standard layouts • Public distribution 11
- 12. Use cases of paginated reports • Examples of paginated reports can be seen in reports that provide: • Summary information • Publicly shared data • Fiduciary reports 12
- 13. Data sources and paginated reports • A single paginated report can have a number of different data sources, it doesn't have an underlying data model, unlike Power BI reports • For the initial release of paginated reports in the Power BI service, you create embedded data sources and datasets in the report itself • Reports are created in Report Builder on your local computer • If a report connects to on-premises data, after you upload the report to the Power BI service, you need to create a gateway and redirect the data connection 13
- 14. Data sources and paginated reports Here are the data sources you can connect to at this time: • Azure SQL Database and Data Warehouse (via Basic and oAuth) • Azure Analysis Services (via SSO) • SQL Server via a gateway • SQL Server Analysis Services via a gateway • Power BI Datasets • Oracle • Teradata 14
- 15. Building a paginated report • Matrix reports, like cross-tab or PivotTable reports, are good for summarized data • Charts give us data in a graphical format, and free form list reports work for everything else • Free form lists work well with invoices or similar layouts 15
- 16. Building a paginated report • You can start with one of the Report Builder wizards • The Table, Matrix, and Chart wizards walk you through creating the embedded data source connection and embedded dataset • Then you drag and drop fields to create a dataset query, select a layout and style, and customize your report 16
- 17. Building a paginated report • With the Map wizard, you create reports that display aggregated data against a geographic or geometric background • Map data can be spatial data from a Transact-SQL query or an Environmental Systems Research Institute, Inc. (ESRI) shapefile • You can also add a Microsoft Bing map tile background 17
- 18. Static versus interactive reporting • Remember, this type of report is designed for print or sharing usage as well as targeted situations • These types of reports (at this time) cannot be used for things like drillthrough definitions, document maps or pinning to Power BI dashboards • Reports can be subscribed to as well as exported to a number of formats including HTML, MHTML, PDF, XML, CSV, TIFF, Word and Excel 18
- 19. Publishing a report • In the Power BI service, you can use the deployment pipeline tool with paginated reports • Deployment pipelines let you develop and test your Power BI paginated reports before you release them to your users • The tool is a pipeline with three stages: • Development • Test • Production 19
- 20. Report Builder licensing options • Publishing a paginated report is a Power BI Premium • Without a Pro license you can publish and share paginated reports in your My Workspace or in workspaces, as long as the workspace is in a Power BI Premium capacity • The paginated reports workload is available on P1 – P3 SKUs • You may also use it with A4 – A6 SKUs for embed or test/dev scenarios 20
- 21. See these Power BI demos 21 Creating a paginated report • Adding a data source • Designing a layout • Adding data at https://senturus.com/resources/power-bi-report-builder-paginated-pixel- perfect-reports/
- 22. Moving Power BI beyond the desktop •Get Automation. Accuracy. Speed. Shareable dashboard reporting. •Senturus can help you achieve successful self-service analytics. We’ll transition you to a scalable Power BI solution with enterprise-class performance. •https://senturus.com/power-bi-desktop-to-enterprise/ 22
- 23. Your path to modern BI Accelerating self-service analytics for the enterprise 23
- 24. Decisions and actions Business needs Bridging the gap 24 Analysis-ready data
- 25. Full spectrum of BI services • Data preparation and modern data warehousing • Dashboards, reporting and visualizations in Power BI, Cognos and Tableau • Hybrid BI environments (migrations, security, etc.) • Software to accelerate bimodal BI and migrations • BI services and support retainer (expertise on demand) • Training and mentoring 25
- 26. A long, strong history of success • 20+ years • 1350+ clients • 3000+ projects 26
- 27. Expand your knowledge Find more resources on the Senturus website senturus.com/senturus-resources 27
- 28. Upcoming events •What’s New in Cognos 11.2.0 •Demos and Q&A with IBM Offering Manager •Thursday, Apr. 22, 2021, 11am PT/2pm ET •Power BI Report Builder & Paginated Reports •Using Power BI for printed, pixel-perfect reporting •Thursday, May 13, 2021, 11am PT/2pm ET •Easily Connect Power BI & Tableau to Cognos •Senturus Analytics Connector Demo •Thursday, May 20, 2021, 11am PT/2pm ET 28
- 29. Complete BI training 29 Instructor-led online courses Self-paced learning Mentoring Tailored group sessions
- 30. Additional resources from Senturus 30 Insider viewpoints Technical tips Unbiased product reviews Product demos Upcoming events More on this subject
- 31. © 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc. www.senturus.com 888 601 6010 info@senturus.com Thank You
Notas del editor
- The first question we usually get is “Can I get a copy of the presentation?” Absolutely! It’s available on Senturus.com. Select the Resources tab and then Resources Library. Or you can click the link that was just posted in the GoToWebinar Control panel. Be sure to bookmark the resource library. It has tons of valuable content addressing a wide variety of business analytics topics.
- Joining us today is…..Patrick Powers Patrick has 20 years of experience in business intelligence and data analytics. He’s one of our trainers, delivering classes on Power BI, Tableau and Cognos. His certifications include multiple programming languages, including Java and C++, and database certification (MS SQL).
- Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
- Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
- Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
- Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
- Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
- Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
- Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
- Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
- What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
- What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
- What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
- What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
- What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
- What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
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