Reporting - Walkthrough of the Power BI Embedded report interface

*** Please note, this article refers to the All-new Reporting and Analytics. 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.

Find out more about reporting and analytics with Microsoft Power BI

Join us live for Key techniques for using Power BI fixed reports in The Academy. We'll start with a tour of the Power BI reporting area, then, we’ll open up the Learning Progress report and using real-life examples, we’ll dive into the detail.

If you're using Reporting and Analytics already and have a question, come along to our 'Ask me Anything' events in the Academy to ask questions and share feedback directly with the team.

Join us for our update and roadmap live event to see the latest feature releases and roadmap for the next quarter and share feedback directly with the team. 

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