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Power BI Report Heading Menu
When the user clicks on the selected Power BI report heading, the following drop-down menu appears.
Choosing another Report
If for some reason the user wishes to select a different report to be displayed on the screen, this can be changed by clicking on the Power BI heading, which will display several options. Then select the first option 'Select Report' and follow the same process as above.
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If the user needs to edit something within the report visualization itself it can be done by choosing the ‘Manage Report’ option from the drop-down.
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Edit Mode
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Although the Edit Mode is available for the standard set of reports as well as for user’s own reports, copying, saving and sharing of reports is available only for the reports created by the users themselves. Therefore we recommend working with the editting mode only to users who have already some level of experience in Power BI. In case the user is interested in other reports below the standard set and they do not have expertise with the Power BI tool, they can contact us at info@onpointserv.com and we will prepare the cusom reports for them. |
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When the user enters Edit Mode, they will be able to benefit from all sorts of drop-down menus and tools that are placed on the grey horizontal ribbon that can be seen in the image above. This ribbon contains rather advanced features that are directly related to Power BI tool, so we will only describe the most basic features that any user can benefit from. |
File Drop-down Menu
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From here the user has the ability of either saving their report or saving a copy of their report by clicking the File drop-down button from the editing ribbon, and choosing one of the two options:
Save which saves the modifications that were done to the report layout and applies the changes immediately
Save as which saves a copy of the report changes that have been done
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View Drop-down Menu
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The next drop down menu available on the editing ribbon is the View menu.
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In addition to the features accessible from the horizontal grey ribbon described above, there are also three vertical menus available in editing mode. The tools in these menus allow the user to further specify what type of data is displayed and how it is represented visually.
Filters Pane
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The filters pane lets the user to apply filters on the available report visualization. This pane can be collapsed using the arrow buttons.
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If the user wishes to keep the filters but hide them for the moment, they should click on the eye icon within the pane.
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Visualizations Pane
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From the pane below, the user can change the graphical representation of the report by simply clicking on the required visual.
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Data Pane
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This pane displays all the variables and attributes that can be included in the selected Power BI report.
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Besides the Edit Mode the user also has the option to acces the View Mode where it is possible to modify filters affecting the visual. The same mode can be accessed from the Power BI Report Heading menu mentioned in one of the sections above.
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Refreshing the Page
The available Power BI graphical report can be refreshed using the Refresh Page button.
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Uploading a New Report
the The user can choose to upload a new report layout to upload from the PBIX file by clicking on the Upload Report option from the below drop-down.
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After choosing the report, Upload Report should be chosen to proceed.
Resetting All Reports
The last option within the drop-down menu is the Reset All Reports functionality. This button resets all Power BI setup in Business Central, for all users. Reports with the users Power BI workspace are not affected but need to be removed manually.
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