6 things you should do on all your Power BI reports!

[@Henrik.Vestergaard]

I`ve followed a previous Curbal tip! I show a link to a MS Form, and when a user post a request, a MS Flow (Power automate) sends me an e-mail AND create a card on the trello board, that I create for each Report to plan further development of the report.

[@CurbalEN]

That is a Pro tip ;) /Ruth

[@Henrik.Vestergaard]

Taught by a pro :)

[@Henrik.Vestergaard]

btw, I enter the link to the form in a small table, set Data category=web and row format: URL icon. The link is thereby distret - but powerfull. High5 to Curbal :)

[@CurbalEN]

Well done, seriously! It is those small things that sometimes makes all the difference between a report that is used and one that is not. 👏👏 /Ruth

[@radekou]

Link? :)

[@morlockdude]

Thanks!

[@CurbalEN]

Super thanks!!

[@tairusadiq3527]

My entire PBI life changed ever since I first followed ur instructions on building the football report. I am extremely grateful. Honestly I do wish to share my work with you to show how I took the report to the next level

[@josetrejo3200]

Your reports are great! I love watching your videos for new ideas.

[@Baldur1005]

Very useful tips. Honestly I think that 5 and 6 are the most important. For me the best practice is: 7. Add instructional page in order to not clutter my normal pages with guides and information 8. Very counter-intuitive. Turn off visual headers and disable interactions unless you want them be turned on. Especially important - if users are accustomed to PPT and Excel.

[@CurbalEN]

Thanks for sharing Artur! /Ruth

[@indunildayawansa5087]

Hi Curbal, would you please tell me a best way to keep turnover dashboard up to date with automatic data feed.

[@nekiwasmith8980]

do you think its work getting the certification before it retires? i'm thinking about signing up..

[@sscott020382]

I recently started creating a dataset information tab that includes the last refresh time, a link to a user guide (when necessary) and a version history table visual which include version number, date, developer and comments.

[@CurbalEN]

Well done !! 👏👏 /Ruth

[@M24128]

Is this pbix available to download?

[@pravinupadhyay2046]

A very beautiful report in power bi i am witnessing here, and all the 6 tips are incredible. Thankyou Ruth

[@CurbalEN]

Thanks Pravin :) /Ruth

[@JaskiratSingh-is1bp]

You are amazing curbal ! ❤️ Thank you for being my PBI Guru 🙌🏻

[@CurbalEN]

Thanks Jaskirat! /Ruth

[@CurbalEN]

Thanks Jaskirat! /Ruth

[@udusegbe]

Great tips! Particularly liked tip #6 as it’s mostly overlooked & ignored but most important from an end user experience 😀

[@CurbalEN]

It does make a huge difference for them! /Ruth

[@davidcadman3562]

Very useful, I do some of them and should do all of them. I often have the same report template for different territories in our business. The data imported differs as dictated by a couple of Parameters - Country and Currency. I always show their values in the report. I'm a big fan of flags too :)

[@CurbalEN]

Flags are such a cool way to display countries, well done! It is that little extra mile that makes all the difference:) /Ruth

[@MuhammadBerki]

Some fantastic advice, thanks 🙂

[@jrbrosius]

This is a fantastic quick video... The exact ideas/practices I am trying to push in my company... I tried to find the PBIX file for this example in the downloads center but could not find it.. Is this available?

[@CurbalEN]

Tha is Ray, Yes it is available in the membership downloads. Here is a blog post with all the fifa tutorials: curbal.com/blog/follow-the-fifa-world-cup-2018-in-power-bi /Ruth

[@9zQx86LT]

Hi Ruth, i experience problems with page size... ideally, you want to try to fit in everything neatly without increasing the size too much... what do you think should be the ideal page size of the report so that font size doesn't get reduced or non readable? btw... i really like that report at @0:11 -- it's really clean and stunning! i am also planning to migrate one of my big report into that sort of neat report..

[@CurbalEN]

Thanks and great question, let me experiment with page sizes and do a video about it. /Ruth

[@JackOfTrades12]

Our users don't have problems with tall pages that scroll, but anything over 1600 px can begin to feel too long. We set our page to "fit to width".

[@9zQx86LT]

@@CurbalEN looking forward

[@alexanderkorn1662]

Yes looking forward to it as well. Anybody knows an idea to vote for which bookmarks the position of current view as well. That would be a huge help to enable a scrollable modern website look alike. Also what‘s better actual size or fit to width?

[@CurbalEN]

I need to do some experiments before I can do the video, but is on my list now!

[@Amr-Ibrahim-AI]

Thanks Ruth for the nice to-the-point tips. Useful as always :)

[@CurbalEN]

Glad to hear! /Ruth

[@vida1719]

Really great tips

[@CurbalEN]

Thanks Vida! /Ruth

[@jason.campbell474]

H, Ruth. Thank your for the tips. As for #5, users might need to know that the PBI Service (only) uses UTC time. They'll need to pad the time (also adjust any Now(), etc., measures) to match the applicable time zone. On-premise deployments should be fine.

[@CurbalEN]

Yes, you are night! I still have to make that video on UTC! /Ruth

[@mehdihammadi6145]

Cool tips, thank you for sharing

[@CurbalEN]

Glad they were useful :) /Ruth

[@denniskipkoech566]

Great tips, Some of these going to my next report version asap

[@CurbalEN]

🥳🥳🥳 /Ruth

[@cordobin91]

Great video Ruth! In case of buttons, how do you manage views and bookmarks when using date filters (i.e. Month-Year)?

[@cordobin91]

What i'm trying to understand is, how do you maintain those filters updated? I played a lot with buttons and my customers were satisfied with navigation (users were not using self-service)

[@CurbalEN]

It depends on what behaviors you are trying to achieve. Post your exact requirements on the power bi community to get a how to guide :) /Ruth

[@shoeb1359]

Thanks curbal for useful tips I am facing a challenge to show last refreshed on the top of summary page in power bi service but it's not showing correct time. It's showing correct in power bi desktop.please guide me Thanks in advance

[@CurbalEN]

Yes, It is showing UTC time. Let me do a video about it. /Ruth

[@joseagundis1]

Muy buenos tips, gracias por compartir Ruth. Saludos

[@CurbalEN]

Saludos! /Ruth

[@swarnikasinha5443]

Great . Hi I have a question here. My manager has asked me to integrate alexa or google assistant in power bi app in my phone. What they want is if they ask a question using Q&A from report result which I will get that should be in voice. Ex. If Ask over the phone “ what is my this month sales amount?” result should be in speech only. Can you help.

[@scottlandreth1857]

That was good. I'm relatively new at Power BI so I'dd like to know how you create a button that resets the filters. I would like to know how you get the last refresh date. Thanks and keep up the good work.

[@CurbalEN]

Of course, Here is a tutorial of some of the tricks: m.kzbin.info/www/bejne/gnaTqWywptB5mdE /Ruth

[@amadorcamacho]

Thanks again as always. I'm going to apply them.

[@CurbalEN]

Your users will love you for it ! /Ruth

[@abhishekstatus_7]

Wooow thats really great look of #PowerBI reports!!

[@CurbalEN]

Thanks!! /Ruth

[@abhishekstatus_7]

@@CurbalEN You are welcome 🎊🙂

[@2404Pepe]

To have an Op manual or Guide is of good practice also. Unified and few colors, Same letter tipe, Even Backgrounds, Tips in all the Coments field.

[@debasreetripathy5962]

Awesome content 👌👏👏👏👏...learned a lot..thank you for making this video

[@CurbalEN]

My pleasure! /Ruth

[@stevennye5075]

very good!

[@CurbalEN]

Yey!

[@radekou]

Hello Ruth, interesting to see you venturing out into UX Design of Reports! Couple of points I'd like to run by you: 1) Summary page - I have tried this few times but feedback from users was to actually show data straightaway (but Im sure it depends from user to user). That said, isn't that what Dashboards were (kind of) designed for? Are you using dashboards a lot yourself? 2) Native Power BI functionality taking over - with the "author" or "contact" and refresh date > these are now available in the new look natively, would you still recommend to do it maunally on the report? 3) One thing that helps but is not easy to achieve is to have standardized look & feel and layout for reports, so that once user knows how to use 1 report, he can use all. What do you think? Thanks!

[@CurbalEN]

Hi, I love navigation pages because it is an opportunity to summarize and explain what the report is about, I do understand though that not everyone likes them. When it comes to date refreshed and author, I mention in the video that even though they are available in the service it is not so discoverable and therefore it is good to have it on and yes, Themes are great , so if you know how to create them go for it, but remember to change things a little to make the reports stand out from each other ;) /Ruth

[@neelakantas9221]

Hey, i have seen many videos from your channel and i have learn't many tips also, you know you looks beautiful in this video

[@Test12066]

Hei Ruth, Jeg har opprettet en indeks på min førsteside. Hvordan kan jeg "deaktivere" sidevisning i Power BI Web for brukere?

[@CurbalEN]

Hej! Osaker vad du menar med " deaktivera" sidvisningar?

[@Test12066]

@@CurbalEN Sorry for posting this question in Norwegian. This makes it difficult for other readers to follow. When I open a BI report on powerbi.com a page tab appears to the left of the report. After creating an index in my report, as you recommend here. This page bar gets a bit redundant. Is it possible to set it up, so that this page bar does not appear when a user's opens my report?

[@kingparc]

Thank you Ruth. I would like to add #7 Hide tooltips pages !

[@CurbalEN]

Funny you say that, that report has a hidden tooltip ;) /Ruth

[@khaledwaleed2011]

- اضافة مخلص في الصفحة الأولى - عمل ازرار انتقال في الصفحة الاولى - عمل ازرار عودة للرئيسية في الصفحات الاخرى - اضافة زر الغاء للفلاتر ( التصفية ) - اضافة تاريخ تحديث التقرير - اضافة تفاصيل التواصل بك

[@CurbalEN]

Thanks for the summary! /Ruth

[@amirhd2080]

i like you way add info last refresh n info contact. simple but 👌👌👍👍

[@CurbalEN]

Thanks :) /Ruth

[@prakash4190]

Simple and Very Powerful tips! Thanks @ruthpozuelo!

[@CurbalEN]

🥳🥳 /Ruth

[@dannyhometown]

Very useful. Thank you for sharing.

[@CurbalEN]

My pleasure :) /Ruth

[@mazchen]

Hey! You still have that typo on the bottom of your summary page ;-)

[@CurbalEN]

Dang!! I have so many copies that I havent changed it in all of them 😂😂 /Ruth

[@JackOfTrades12]

Title, description, data refresh date, user guide, feedback link, slicers on the left, content on the right, details table at the bottom, sync slicers, snap to grid.

[@CurbalEN]

👏👏👏👏 well done!! /Ruth

[@muskhha]

Wooow. ..

[@CurbalEN]

😊

[@astromanicdave]

Can’t disagree more about navigation pages. It’s old fashioned.

[@CurbalEN]

Thanks for sharing! /Ruth

[@alexanderkorn1662]

Why do you think it‘s old fashioned? Because MS provides now a better navigation with the new navigation experience in service? I use it on all pages, since it functions as title as well