Power BI User Guide

Use the links below to learn how to navigate and manipulate Power BI reports.  Power BI is a Microsoft tool and is used to develop a lot of Marquette's interactive data reports.  For more information on Power BI visit: Microsoft Power BI Resources

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Navigating Reports

Page Navigation

Power BI reports use page navigation to display different information. Reports can be single paged or have multiple pages of data.

When you open a report you will see two places where you can see quickly if there are multiple pages.  Either of these places allow you to navigate between reports.

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Changing the Report View

The view of Power BI reports can be changed to appear better on your screen depending on what type of device/size of screen you are using. To change the layout view of the report, click on the View button.

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  • Fit to Width (Fits the report to the width of the screen)
  • Fit to Page (Contracts the report to fit within the confines of the web page)
  • Actual Size (Widens the report on each side to take up more of the white space within the webpage)

Getting Report Information

At the top right of most reports you will see an Information Button as a circle with an “i”.  This button will bring a popup page that give you detail about the purpose of the report and its guided usage.  It also has definitions of the elements in the report if there are terms that are unfamiliar.

Information Button

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Clicking on the information button opens a separate web page with a thorough description of the report as pictured below:

Report Info

Using Reports

Exporting Data

To Export data in the report to an Excel or CSV, click on the same ellipsis in the top right corner of the table and select Export Data.

This will prompt for you to choose your export type (csv or excel) and then automatically download the data into a file and put it in your browser’s download folder.

Export Data

Filtering Data

Power BI Reports often contain parameters in the form of filters and slicers.

These are parameters a user can use to slice and dice to find only the desired data in a report.

Some slicers allow you to select all options (usually long lists) and some only allow you to select one option at a time.

In general filters should keep their values from page to page of a report.

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Searching for Values

Some filters/slicers may contain many values not able to all be seen at once, such as the MUID filter shown below and included in many reports. For these fields, Power BI has a feature allowing you to search through the list of available values. You can type the value you are searching for directly into the search box. Even partial matches will show.

You can also clear all of the filters at anytime by clicking on the “Clear Filters” button available on the reports.

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Sorting Table Results

On any table of data in a report, users have the option to sort by any of the fields listed in the table. This can be done in two different ways.Most easily, users can click on the field column heading in the table.  This will automatically sort the data in the table.  Alternatively, users can select the ellipsis in the top right corner, sort by, and select the desired field for sorting.

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