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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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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. |
Once this option is chosen, the user will be directed to a more detailed aspect and view of the report itself. The user will be set inside the ‘Edit Mode’ panel at first as seen below.
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Editing Mode Ribbon
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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:
From here the user has the ability of either saving the their report or saving a copy of the 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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If the Save as button is chosen the user will be prompted with a small modal in the middle of the screen, requesting a name for the new report copy.
If the user is satisfied with the changes applied, they must choose to save the report after giving a name within the available text area by clicking the Save button.
If there were some mistakes, the user can also choose to cancel the saving process by clicking the Cancel button.
View Drop-down Menu:
From the same editing ribbon the user has the View drop-down menu.
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The Fit to page option displays the report as is in the Editing Panel.
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Fit to width:
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The Fit to width option stretches the report layout to the full width of the editing area.
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Then to view parts of the report the scroll bars on the side and at the bottom must be used.
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Actual size:
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The Actual size button resizes the report to the normal and actual size that it was originally.
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The High-contrast colours option has multiple views from which the user can choose from as listed below. Each type of high-contrast colour option has a particular theme, which is distinct from one another.
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Filters Pane:
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 itself.
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Visualizations Pane:
From the below pane the user can add multiple graphical representations to the report itself by simply clicking on the one needed.
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Data Pane:
This pane shows all the variables and possible data that can be added to the Power BI report.
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