Adding a New Report

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Last updated 1 month ago

Adding a New Report

Adding a new report to PowerBI Portal

You can start adding new reports to PowerBI Portal by clicking Reports in the navigation menu to open the Reports List page and then clicking the Add New button. There are three mandatory fields to fill when you add a report to PowerBI Portal: a unique Name of your choice, the report’s URL in Power BI Online, and the Power BI capacity used (previously configured).

The first optional field you’ll notice is Area. Reports sharing the same area name are grouped in PowerBI Portal’s frontoffice for ease of access.

Next, you will find different checkboxes that will determine what Front office users see when they open this report:

Order: lets you set the order in which reports in the same Area show up in PowerBI Portal’s Front office.
Refresh rate: Interval (in minutes) at which the report will connect to the dataset and retrieve any new data.
Language/Locale: Language/locale used by the report. Navigation, filter, numeric and date formats.
User/group Access selection: Select users or groups to have access to the report.
Active: Indicates the availability of the report on the Front office.
Default: Defines whether this report is opened by default when entering the Front office.
HideReport Title: Enables the option to hide report title of the report on the Front office.
Allow Reset to Default: Enables the option to reset filters to their default settings.
Allow Print: Enables the option to print.
Allow Export: Enables the option to export to Excel, PDF, PPTX, PNG.
Allow Manual Refresh: Enables the option to allow Manual refresh of data, reconnecting the Portal report to the dataset.
Show in full screen: Enables the option to show the report in full screen.
Show navigation pane: Enables users to navigate through the report pages.
Show filters pane: Enables users to to see and use the filter pane.
Show bookmarks pane: Enables users to see and use the bookmark pane.
Use transparent background: Set a transparent background on the report.
Image: Image used as report thumbnail.
Round image: Set thumbnail image to round.

PreviousAdding a New User NextAssociating a Report to a User

Last updated 1 month ago

Adding a new report to PowerBI Portal

The first optional field you’ll notice is Area. Reports sharing the same area name are grouped in PowerBI Portal’s frontoffice for ease of access.

Next, you will find different checkboxes that will determine what Front office users see when they open this report:

Order: lets you set the order in which reports in the same Area show up in PowerBI Portal’s Front office.
Refresh rate: Interval (in minutes) at which the report will connect to the dataset and retrieve any new data.
Language/Locale: Language/locale used by the report. Navigation, filter, numeric and date formats.
User/group Access selection: Select users or groups to have access to the report.
Active: Indicates the availability of the report on the Front office.
Default: Defines whether this report is opened by default when entering the Front office.
HideReport Title: Enables the option to hide report title of the report on the Front office.
Allow Reset to Default: Enables the option to reset filters to their default settings.
Allow Print: Enables the option to print.
Allow Export: Enables the option to export to Excel, PDF, PPTX, PNG.
Allow Manual Refresh: Enables the option to allow Manual refresh of data, reconnecting the Portal report to the dataset.
Show in full screen: Enables the option to show the report in full screen.
Show navigation pane: Enables users to navigate through the report pages.
Show filters pane: Enables users to to see and use the filter pane.
Show bookmarks pane: Enables users to see and use the bookmark pane.
Use transparent background: Set a transparent background on the report.
Image: Image used as report thumbnail.
Round image: Set thumbnail image to round.