*** Please note, this article refers to the All-new Reporting and Analytics. View the FAQ for more details. ***
In this article, we'll show how to save a User-created Power BI report. Note that Power BI does not have an ‘auto-save’ function, so we'd recommend that you select 'save' as soon as you start a new report and periodically select 'Save' to ensure you don't lose your work. If you try to close a report that has not been saved, Power BI will prompt you to do so.
To keep the reports area and tidy, we recommend that you:
- Save a report only if necessary
- Agree a naming convention with your team
- Review your reports regularly and delete any you no longer need
- Organise reports into folders
Steps to save a User-created report
- Start a new User-created report or open an existing report
- Select 'File'
- Select 'Save as' (or 'Save' if you're saving a report you created already):
Get deeper learning in The Academy
If you’re completely new to reporting and analytics, then Get started: Reporting and analytics with Power BI is the place to start. We'll start by introducing Power BI’s top five features, then, we’ll take a deep dive into each feature, with links to related learning and tips from the Kallidus team along the way.
If you're starting to explore user-created reports, take a look at Power BI Reporting: Deep dive previews. In this short course, you'll get a quick preview of each 'deep dive' scenario. If a scenario sparks your interest, follow the links in the Lesson description to view the full course.
Do you have a question about reporting? Come to our 'Ask me Anything' events in the Academy to ask questions 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.
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