Power BI Module 8: Reports and Dashboards – Create, Publish, and Share

📊 Module 8: Reports and Dashboards in Power BI

In Power BI, data storytelling happens through Reports and Dashboards. While visuals show insights, reports organize them, and dashboards bring key insights together from multiple reports or datasets.

📘 What is a Power BI Report?

A Power BI Report is a collection of pages, visuals, slicers, and filters built on a single dataset. It’s fully interactive, allowing users to explore data through drill-downs, tooltips, and filters.

• Built in Power BI Desktop
• Saved with a .pbix extension
• Can include multiple report pages (like slides)
• Published to Power BI Service for sharing

🛠️ Create a Report in Power BI Desktop

1. Open Power BI Desktop and load your data
2. Use visuals like charts, tables, cards to display insights
3. Add slicers for interactivity and filters for clarity
4. Customize titles, colors, and themes from the Format pane
5. Save your file (File → Save)

Example: Create a report with 3 pages: one for Sales Overview, one for Regional Breakdown, and one for Product Performance.

🚀 Publish a Report to Power BI Service

1. Sign in to your Power BI account inside Power BI Desktop
2. Click File → Publish → My Workspace (or a shared workspace)
3. After publishing, go to https://app.powerbi.com
4. Your report is now available under the “Reports” tab in your workspace

Tip: Publish your report after applying page-level filters, default slicer states, and titles to ensure consistency.

📊 Create a Dashboard from a Report

Dashboards are single-page canvases in Power BI Service that show pinned visuals from one or more reports or datasets.

1. Open a report in Power BI Service
2. Click the 📌 Pin visual icon on any chart, card, or table
3. Select an existing dashboard or create a new one
4. Repeat to pin multiple visuals from multiple reports

Use Cases:

• Pin KPIs from sales, HR, and operations reports into one executive dashboard
• Combine visuals from different data sources into a unified summary

📩 Subscribe to a Report or Dashboard

Power BI allows users to receive email updates from dashboards or reports on a regular schedule.

• In Power BI Service, open the report or dashboard
• Click Subscribe at the top bar
• Choose delivery options: time, frequency, and pages
• Enter additional recipients (Pro or Premium users only)

Example: Send a weekly “Sales Dashboard” email every Monday to your regional managers at 9 AM.

📐 Report vs. Dashboard – What’s the Difference?

📌 Summary – Bring It All Together

• Use Reports for full interactive analysis
• Use Dashboards for monitoring KPIs at a glance
• Use Subscriptions to keep stakeholders informed without logging in
• Publish to Power BI Service to enable sharing and collaboration

🎯 Power Tip: Design your report with the end-user in mind. Use bookmarks, tooltips, and slicers to provide a seamless experience before publishing it to the Service.