Client - Power BI Reports

Owned by James Seabrook
Jan 11, 2024
1 min read

How to Navigate Power BI Dashboard on Client Reports

Video Tutorial with Audio

how to go to Power BI.mp4

 

To view a specific Report on the Dashboard, click FOCUS MODE icon on the upper right corner header (left of three dots) of the card dashboard.

FocusMode.mp4

 

To export data to Excel from Power BI Dashboard Reports: 

  1. Filter Date of the Report needed

  2. On the Upper right of each Report on dashboard, Click three dots (More Options) > Choose “Export Data”

 

Use Filter on Dashboard Header only (e.g. Date, Client, DC, Type)

Filters on the right-side panel and filter symbol on the card options are for internal use only.

Please don't change to avoid disorganized data