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If then the user enters the Bank Account Card, different data is visible.
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Copying Image
When hovering over the Power BI add-on the user can copy the image with the caption included by clicking on the below icon:
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Filtering Data
When the user clicks on this icon, all currently filtered data affecting the report will be displayed. The ability to modify the filters and access more granular settings of the given report is available in Edit mode Mode after selecting the Manage Report option, described in more detail in the sections below.
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Focus Mode
The user can also focus on the entire graph by clicking on the icon below. To go back to the original data representation the ‘Back to report’ button must be clicked. It is also possible to zoom in and out using the right Ctrl key and the mouse wheel.
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Three dots menu
Power BI Report Heading Menu
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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Expanding the Report
To view the report in full screen, the user can select the 'Expand Report' option. The user can scroll left and right to view other parts of the displayed data displayed. Filtering It is also possible in this viewto modify filters affecting the visual.
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Choosing the Previous or Next Report
If multiple reports have been set up for the same list or card page, the user can switch between the reports by clicking on the 'Previous Report' or 'Next Report' button from the Power BI heading dropdown menu.
Managing a Report
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 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 modeMode, 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. |
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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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View Mode
The Besides the Edit Mode the user also has the option to view the report in an enlarged mode and also apply filters to by choosing the View Mode button.
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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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