Reporting - Walkthrough of the Power BI Embedded report interface

*** Please note, this article refers to Reporting and Analytics with Power BI. View the FAQ for more details. ***

In this article we'll take a short tour of the Power BI interface you’ll see when you create a new report in Kallidus Reporting and Analytics. We'll cover:

• How the panels on the right of the screen give access to Data, Filtering, Visualisations, and more
• How to switch on additional features such as gridlines and snap-to-grid
• Where to find options to format a Visualisation 

The main report area

When a new report opens the main page will be blank - this is the canvas onto which your report will be built. The message will invite you to build visuals with your data. This is where you'll add Visualisations such as Table, Chart, Matrix, and Card to build your report.

The Filters, Visualisations and Data panels

This is where you'll spend most of your time when you start a new report from scratch. As the name suggests, the Filters panel is used to apply filters to the a Visualisation, a report page, or the all report pages. View the 'Filters' section in the Knowledgebase for more information about Filters.

The Visualisations panel lists all the different kinds of visuals that might be added to the main report page. It's also where formatting options for Visualisations can be found. The most common types of Visualisation are Table, Chart, Matrix, and Card. 

The Data panel, contains all the data items and data folders. When you start a new report you'll be prompted to select a Dataset. The Dataset selected will determine the Data folders available and the Data Fields they contain.

Discover more about User-created reports

For a hands-on learning experience, explore our Deep dive courses in The Academy, and watch as Gary builds reports from scratch to meet specific briefs. 

If you prefer to start at the beginning, check out Get Started: Reporting and Analytics with Power BI. You'll begin with Power BI’s top five features, then dive deeper into each one with step-by-step guidance.

Need quick answers? Check out our FAQ, Reporting and Analytics with Power BI, packed with 100+ common questions and in-depth resources. You can also join our regular Ask Me Anything: Reporting live events, to ask your question directly to a Power BI expert. Search PWRFAQ in The Academy for real-world use cases, examples, and scenarios with User-created reports.

Don't have your Academy account yet? Contact your Customer Experience Manager or the Support Team to sign up today.