This page describes the best way to navigate around the template apps. The page will give an overview of the the areas within the Reports. The page is not intended as a general guide to navigating Power BI, this can be found here https://docs.microsoft.com/en-us/power-bi/consumer/end-user-experience.
Below is an image an example of a template page that can be found in any of the reports followed by an explanation of each of the sections:
1. Pages
The Pages section detail the various sets of visualisations available within the report. Each page will contain one or more visualisation around a centralised theme. You can navigate to a page by selecting it from the list. The list of pages and content within those pages will evolve with each update to the template app.
2. Page Header
Page Headers present slicers to the user as well as displaying information relevant to the page being viewed. The slicers allow the user to filter the data presented on the currently displayed page. You can select multiple values from each slicer as well as using several slices at the same time. Several of the slicers will persist over multiple pages, for example company selected on the Income Statement page will filter all other pages by default when they are selected.
3. Filters Pane
The filters pane will display what filters have been applied to the page and what filters are available to be applied to the page. These filters work in tandem with the slicers to change the data displayed in the page. Report level filters can be found in the pane. Further information on how to use this pane and the functionality available can be found here https://docs.microsoft.com/en-us/power-bi/consumer/end-user-report-filter.
4. Page Body
The body of the page contains all the visualisations relating to that page. Power BI has an extensive array of visualisations available and detail on these can be found here https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-types-for-reports-and-q-and-a.
5. Toolbar
The functions on the toolbar can be briefly described as:
- File - Allows you to save a copy of the report into another workspace or print the report.
- Export - the report can be exported to PDF or Microsoft Power Point. This is where you will find the option to analyze in Excel.
- Share - allows the user to send a link to the report via email.
- Chat in Teams - the report can be added to a channel to be discussed or sent directly to an individual.
- Comment - comments can be added to pages within the report and mentions can be directed at specific users.
- Subscribe - the user can subscribe to the report page and will be sent an email on a periodic basis.