Getting started with Power BI Paginated Reports (2021)
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- Опубликовано: 19 авг 2024
- Not sure what Power BI Paginated Reports are or how to use them? Patrick walks you through and points you to some great resources to get up and running quickly.
Power BI Paginated Reports require either Power BI Premium Per User or Power BI Premium capacity.
Paginated Report In a Day:
docs.microsoft...
Paginated Samples:
docs.microsoft...
Download Power BI Report Builder:
www.microsoft....
Laura Graham Brown: / @hatfullofdata123
Chris Finlan:
/ @cfinlan
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Thanks! This was really really helpful for putting paginated reports into a context. So basically I am taking away from this that anything that USED to be a heavily paper-based process would be a good candidate for paginated reports, rather than Power BI Reports.
Correct. These were really the reporting options before Power BI. Great for printed reports or items you want to break up with page breaks cleanly.
I am really impress with your content Patrick Always learning something new
Love to hear that! Thank you Victor 👊
These videos are FANTASTIC! Your presentation style, energy, information - everything is fantastic and engaging! Thank you so much!
I only saw this video now. It was about time. I have clients using SSRS for 10 years, and paginated reports is a key requirement. The invoice example was a good one, clients would export it to individual PDFs so that it could be emailed. Great explanation, 🔥🔥🔥 video!
You can automate pdf distribution with power automate
@@Leelamay similar goals can be achieved with subscriptions in ssrs
Hi, really good video. I just have a question. If I already have built a Power Bi Report with Power Bi Desktop, I have to redo all with Power Bi Report Builder ? Is it possible to use the report that I made with Desktop ?
I'm the only person in our Analytics team who's leveraging paginated reports. One of the things I'm doing with it is replicating an old export reports into paginated reports and setting up rls. Hard to get started with it but it's definitely good. It could use a little TLC from Microsoft.
Good start for 2021 , Keep Going Patrick !!
Much appreciated Premchander! 👊
Waiting for your Power Automate video to automate the PDF distributions!!!!
Stay tuned! 👊
im waiting too haha
I have figured out
Hi Patrick, and this is my next task for BI reporting, to create an invoice in BI :) so, thanks a lot for the video!
Love these guys, the way they're giving reference to other chanel make researching great again, thanks guys !
At 8:11 you mention that ‘you will do some videos on the Export API &/or the Power Automate Visual’ and I just wanted to know if those video have been made yet? I’m particularly interested in the ‘Export API’ as I have viewed content on power automate. If GIC or anyone else reading this has any info on Export API I’d love to hear about it!
yes but you need dedicated capacity for that
dis was besttttt.....how to build gradient fill curved area chart in power bi
hahaha nice 👊
Microsoft is doing it's best in not killing off SSRS, yet!
As described in your video @9:05 minutes, do you have a separate video which shows how you can design an invoice paginated report which has multiple customer's invoice in one PDF?
I'm advanced reporting services developer and always think that Power BI must have this, there are a lot of cases when you need print ready reports and no dashboards
Great video. Little confused about why do we have Report Builder in the download in Power BI Report Server(on-prem) if this Report Builder is same as SSRS Report Builder. What is the advantage to use Report Builder (downloaded from Power BI Report Server)?
Recently started to look into paginated reports. The learning curve is rather steep and I don’t like the fact there are way less data sources available compared to PBI. As I currently have limited access to PBI premium (corporate policies...) I can only use the PBI report (PBIX) as a source if I have it open in PBI.
Anyway, in my opinion RB is way less mature than PBI in the sense that one the one hand you have a buck load of options, but going back and forth between design and preview is a real pain... to me it feels a bit like Visio. Yes, it is there, but for some weird reason it does not really compare to other office tools.
Anyway, I still don’t see why this could not be implemented in PBI desktop tbh... I think giving more controls over on how to print pages in PBI desktop would also solve the issue for 80% of my use-cases.
Because Microsofts focus is reuse ( of existing software ) and not provind the best tool for the job they've wedged in things that weren't built from the start to work together. Thus the already bad report designer in SSRS is being weged in to provide printable reports for Power BI.
EXCELLENT video, very helpful. Thank you.
TIL: SSRS moved into PowerBI? I had NO idea!!! Where has this been my whole life?
This is exactly what I want. Ill have a look for those newer vids on this topic. I'm really interested to know what 'Setting up the grouping on each one of the invoices' means? thanks so much for this
Is there a limitation to how many rows can be exported in a table?
Great overview, thank you. Looking forward to checking out Laura’s content!
Is there any difference between ssrs and power bi report builder?
This is great ! Thanks for sharing !
Love this explanation! I have this data set that we've created in Excel (because it's what I know) that I think this will be excellent for. We collect information to help us determine all the the items needed to build rooms in an architectural project. Then we have to create a sheet for each room. Right now I have formulas feeding a summary sheet, but we have to pick each room, adjust row heights, print to PDF, then do the next room. Sometimes up to 50 rooms! Can we update the Excel file and it feeds the Power BI data set? If we could create paginated reports for this, would we need each user to have a subscription in Power BI Premium? Or is there a way a Microsoft 365 user can just print the report?
Amazing video Patrick!!
Thank you Neelkanth! 👊
Yooooo. Thanks Patrick
wow, this is great. I am hoping I can use this to create reports from a model that has RLS at branch specific locations, where i don't want branches to see other branches sales, but then use paginated reports to do a ranking to show how they rank in growth compared to other branches. That way they see each other's growth %, but not sales $s.
I take it since the PBI paginate reports use the same tool for design as SSRS that they will look equally as unprofessional and not near as nice as Crystal Reports based report. You'd think with how many years SSRS is out they'd have found a way to fix this on SSRS but so is the consequences of creating a report creation tool that uses a matrix type of design versus the time tested Banded approach
This video is 2 years old now. Does it means that the Export API is the way to go now?
Hi there, I need some help with paginated report in Power BI report builder. Just wanted to hide a rectangle with a chart inside depending of an expression. My problem is, once the expression is "true", the chart and the rectangle is hidden but I'm still having a blank page on the report. How can I solve that????? Thanks
Hi Patrick! enjoy all your vids. Question: How can export a PBI report with visualizations as a PDF file system process - not manual export to a file step.
I love it! My users often like to "export to excel" on my report data, however I wonder if a paginated report would be a better way for them to export with their selected slicers in a spreadsheet format? Especially if I can do it with a big giant button "Click here to export"
This is a great use case for paginated reports, and we’re doing additional work here to make this scenario even easier.
You can go for subscribe option, there choose spreadsheet as a export type and with the current selected filter values.
We also did a video a while back on a way you could accomplish this. Really looking forward to the upcoming Paginated visual as well.
ruclips.net/video/KYfhclGrI48/видео.html
Can you please do a video on how do calendar date selector in Power Bi Report Builder? 🙏🙏
This is almost like MSTR documents.. so pixel perfect , able to group, propmted document. Like!
Provided Live Link is embeded in PowerPoint, this problem can be overcome. Please suggest if otherwise.
Hi there, my be I have missed your previous videos, please share link to download copy of the Buying Group Account Statement RDL.
I feel like the example of the paginated report was a bit underwhelming. It's very easy to just allow multiple selections on a slicer and there is a search bar if the list is too long. Sure the visual would have to change to look more like an excel file. But most people (in my experience) are used to seeing excel files and having that information displayed in a horizontal row as opposed to all over a form that you made look pretty for a page. Not to say that presentation doesn't matter but the real point to creating these reports is to be able to see information quickly and efficiently. If the visual you had displaying the information was changed to something like just a basic matrix table, with the rows displaying the information that you want to see based on column selection, you could have avoided possibly hours of work in order to display information that could have been made AT WORST a drill through page.
What I am looking for is a way to see what is being used in this dataset. I am looking into this feature simply for introspection on this single dataset to see which columns and measures are being used by which report. This isn't for anything forward facing to any client. This is to try to "Clean up" and try to simplify queries that have to run multiple times a day and have a tax on the hardware as well as read and write queue's.
Can you help me out with a video explaining how to do more reporting with paginated reports looking at measures used and by which report and how many views that report has? I would even just take a no pretty visual, straight up report.
Please assist
So Microsoft renamed the SSRS service to Paginated Reports... I wonder if it still support subscription emails.
I really don't understand how to insert objects and move everything down? Say you have a large report and want to insert something at the top, I can't move every single item below. Just want to press Enter Enter like in Word - how do I do that? 😀
I still can't quite understand the reason why Report Builder is still existing and not only being maintained by Microsoft but also further developed alongside Power BI Desktop! So the whole existence of Report Builder is justified mainly because you cannot paginate a table / matrix in Power BI Desktop? Could'nt they instead invest all this money in a "tiny" property on a matrix in Power BI Desktop that says "YES, enable pages for this matrix!". I mean they did so much incredible work in Power BI Desktop, and they cannot enable this one more checkbox? (ok, maybe two or three additional checkboxes, but basically that's what it is - a property of a table). Instead they are willing to maintain this whole another tool with all the redundant dev costs, so many redundant functionalities (which is already developed in PBID) and so on. Someone please help me understand this.
Coming from the SSRS world, we would publish reports to either the Report Server or Sharepoint. In either case, we would connect to a shared dataset. It didn’t matter what the report had embedded, the shared date set would be used instead. When my company would upgrade a SQL server, we just updated shared dataset. No need to update 30+ reports. We had to convert SSRS to Power BI paginated when we switched to Sharepoint Online. But there’s no shared dataset. The gateway automatically connects to matching embedded data source. This means I now have to manually update 30+ reports when we upgrade SQL servers. Am I missing something???
Can anyone help me how to create like this report, I have a same requirement like this report, but they did not explain step wise.
Hey, Can someone explain how to set up the 'grouping invoice' to have one page for all invoices? Patrick mentioned this in minute 8:46. Thanks !!
Will circle back on that. Stay tuned!
Could not understand why MSFT would make something this complicated and sell this as a premium feature, when your primary product is so much easier! Thoughts?
Nice .. But this is almost like an SSRS paginated report like creating Data Sources, Data Sets , etc .. and export to any file format we need .. But the new thing here is publishing to PBI Service instead PBI Server :)
please i need your advice i need to export the filtered data on my power bi charts to a word using power automate this is possible?
did you release a video on how to do this? Thank you
Thanks for the vedio. I have a question, might be easy for you.
For ex: I have a report to show the errands related to user in powerBI. In website I want to embedd (iFrame) this report but want to show only errands which are related to the user without user selecting this. So basically I need to pass the user variables to the report but so that on iFrame I can see only the user report widget.
Thank you very much dear Patrick. I would like to add a watermark (a dynamic text that contains the logged in user email or ID) to be displayed on every page of the generated pdf. I found a method where we can use an image file, yet not a dynamic text. Do you know if this is possible? Many thanks, all the best
You said you were doing another video on how to automate it? Cant seem to find it..
Good video, i am working on paginated report i am facing an issue : how can we print pdf for each parameter value by using power automate or any other way?
I got the way
@@Leelamay : Hey I am stuck with the same problem. Any info on how you sorted this out would help
@@harshatnh you can do it with help of power automate templates
Can i create paginated report in Powerbi Desktop without using report builder?
Please make a video on power bi report writer
How can I export the report as pdf to a report repo automatically- not manually
Kinda confused with the term "pixel perfect". Are all other Power BI products not?
Hi Patrick,
Hi,
Thanks for all the videos. Its really helpful. I have a query. I am trying to create a paginated report by using a power bi dataset as a source. The report should show list of employees and hours booked my them for the last 3 months. I have a big model with huge data so am trying to filter at the source itself in the query designer window on the dimension level but unable to use the dateadd function as it doesn't allow me to use the today function for substracting the current date with last 3 months so added a current date field in the power bi dataset and tried to use the same but not getting the expected result. Can you please help how to apply rolling 3 months filter at the data source level?
Hi, i m very new to report builder , how to create Invoice No:xxxxxxx in this video , can someone one have the documentation for this report?
Please tell me the which visualizations we need to use to create like this report.
In Power Automate, could you Please show how to add parameter to file names? Thanks!
Hi , can we print persona name who give print for paginated report p,its urgent please reply
What about paginated reports in power bi report server licence? Are they available? How can I connect to a data model etc
Hey, Guy in a Cube, I'm building a report in Power BI Report Builder and I need to be able to define the ReportName. I need to use a Report Name parameter (Global!ReportName) to filter my dataset, but I cannot find a place to define the report name anywhere. By default it is blank, I tested a lot of different things, but nothing so far.
That design mode looks like SSRS. Is this SSRS?
Hi Patrick, Thanks for your great videos on PBI paginated reports. I am looking for a video that shows how to make an image (logo) in the header of my report dynamic. So I want the image to change based on a parameter. Have you already made a video about that? Or can you make one? Kinds regards, Jeroen
Thanks for the great video! Looking forward for next episodes!
Question: What about the usage of DAX? Are you able to create Calculated Columns and Measures in paginated reports? If not, are those available in case your data source is *.pbix file or Power BI dataset published to a Service?
Paginated reports don't house a semantic model. They can reference one, but they don't contain data like a Power BI dataset. You would need to create those in the model directly.
Is it possible to pass slicer values to parameter in power bi desktop?
Can you open an rdl created in Report Builder in the Power BI Report Builder and vice versa? Are the two tools pretty much the same software under the covers?
Lots of issues with Paginated reports are with Embedded. No SSO at all, no PBI datasets as a data source, row-level security is a joke...
Is there anyway to use a PBI dataset in report builder and upload to the on-premise report server and have it work?
Great videos. Do you have any guideline how to create a token for power bi server?
Can we connect to Azure data from paginated reports
Quick Question.... Can we get RLS on a paginated report if the data source is AAS? For some reason RLS on my paginated report does not seem to work.
Very informative. But I'm thinking how can we use shared data sources like in SSRS. Embedded Is the only option we have ?. I just want to browse the Shared Data Source which is already stored with user name and password. is there a way in Power BI Paginated side ?
Is there any way to implement Bookmarks and selection pane capabilities in paginated reports?
Thanks in advance.
If we use Power BI dataset in Power BI reports Builder, then we can only use MDX or DAX language, which means that it can be only used for the cubes. My requirement is to use the Power BI dataset in Power BI reports Builder but as a SQL Query, so that it can work on relational database. Is it possible. Please help
Any updates on gen2 for A skus?
Soon. :) Don't have anything that can be shared. Need to stay tuned to the Release Wave information as well as the Power BI Blog.
I am using e-forms and power BI to document and make visible Project Plans and Status Reports, would paginated reports be better to use to publish/print a detailed view of the project plan? Presently the list of project deliverables is long and requires scrolling to view electronically. And I think power BI only shows what you see on the screen. Will paginated reports show me the whole table? Thanks.
HI Patrik
I can't able to export paginated report (having 65,000 records) in power bi service. When i click on export to CSV, its keep on loading & after sometime its getting failed. Could you tell me what will be reason?
Is the paginated reports refresh done live?
When I create a dataset for a paginated report that is connecting to a power bi dataset I always start by writing it in Dax Studio. The query is always 2 seconds or less in dax studio but when I run it in my paginated report it always takes much longer. like 10 seconds. Am I doing something wrong (hoping this is the case) or is report builder just super slow?
Unfortunately still an expensive option. :/
Hi Patrick, Is there a way to embed power bi PAGINATED report embed into power apps model-driven application?
Does it works only with Premium but not Premium per user right?
Sir, Can I publish the Datasource for Paginated report on Power Bi Service ? and have use built their custom reports by dragging any column of their choice and run the report. I am trying to build a framework similar to that of cognos, where user can drag any fact and dimension column and run there reports. Please suggest.
Any videos available for creating a report that uses a subreport and the subreport's parameters?
This is what I’m currently looking for? Did you figure this out?
@@demiusieme2501 Yes, select subreport from the ribbon then insert the report that you want to be the subreport. Let me know if that helps.
Awesome,
Have a question: can we embed a pageinaed report in an existing pbi report?
You can now! I saw it in Power BI today
Its lacks integration with visual studio right now. Which encourages bad practice if you make a mistake how do you roll back ? You could store all rdls into a blank solution but they have it all in ssrs solutions how much work can it be to migrate? Also can power automate run like Data driven sub?
Yeah that is a known challenge. I'm not aware of any plans to update SSDT to accommodate Power BI Paginated Reports. For source control / roll back, I'd recommend something like a GitHub repo.
For data driven subscriptions, you could use Power Automate to accomplish that. Check out John White's blog. Not directly about Paginated, but gives you an idea. whitepages.unlimitedviz.com/2020/06/creating-data-driven-subscriptions-for-power-bi-reports/
Also, Patrick is working on some videos for Data Driven Subscriptions.
Please suggest any idea how should I pass user name of logged in user in WHERE condition as a filter to my SQL server query of table in Direct query mode. Thank you
Did you try to pass [&UserId] built-in parameter into the query?
@@eugeneo1589 Thank you, I am not an expert of M-code...I am still learning Power BI. If you could please share some article for reference. Appreciate your help :)
Awesome
Thanks for the video Patrick. Is there a way to automate the paginated report to not one pdf with 3 invoice pages but let's say 200 individual Excel spreadsheets and send that to various client groups? I am essentially looking for bursting based on a parameter.
My company is needing the same thing. I’ve created decent reports that we can export funcional invoices and manually send out but it can’t scale since any more than a handful becomes quite time consuming. Have you managed to solve this issue within Power BI? If so, I’m super interested to know how. Thanks! -Jake
you could with SSRS but it's a little more technical than PowerBi is. It's basically parameterizing the report and calling the parameterized report for each customer.
Hi, do they have records limits? For example, an invoice with 10K serials?
Not directly. If you mean rows in a table, you can accomplish a lot. If you mean paginating, like splitting and having 10,000 pages in the report, I would rethink that.
still - the pricing is crazy
Great.
Can cross report filter work with paginated reports?
For example, I've a PBI report (normal) published in PBI service showing the summary with interactive charts and slicers.
Another paginated report (pointing to same dataset) published in service. This report has more granular level data.
Now can we have a link from interactive report to paginated report with All the filters flowing from interactive report to paginated report??
You could use URL parameters for this currently, but we’re doing work to make this scenario even easier in the coming months.
@@cfinlan Thank you Chris 👍 and 🧸 🙂. I think this should help for now.
Do you recommend using this approach with a Direct query dataset (underlying Azure synapse) having hundreds of millions of data in facts and dims?
Is there a video that walks through the grouping setup that is required to break out the invoices into separate pages (Patrick touches on this at the 8:45 mark)? I know where to find the page break by group within a specific table, but how is this accomplished when more than one visual needs to stay on the same page (e.g. a table and chart by invoice number)?
I have exactly the same requirement. Seriously struggle to find any documentation on how to achieve this. I think it would be great if you can split the report by parameter selection. Does anyone know if this is achievable?
@@alexbell5211 Have you found the solution?
Paginated reports are great, but the report builder is not a fun experience. Even a 15 year old version of Business Objects is night and day better than the report authoring experience in report builder.
There is a lot of effort being put into improving the authoring experience in the coming months, so stay tuned.
@@cfinlan Thanks Chris, thats really good to hear!
I have limited familiarity here and could be wrong, but this PBI report builder looks essentially like a rebranding of Microsoft's old SSRS report builder, maybe with a few new features that give it some interoperability with the PBI service. Someone with more experience with SSRS and PBI report builder could probably provide more insight.
In any case, I believe this is why the tool looks so dated...because it is probably just an extension of an application that got its start almost 20 years ago.
Can you please change your channel name into Crazy PBI with PatAd
Who is making paper reports these days ?
Many many people and organizations. It's still a thing.
I'd also add, that using Paginated reports doesn't necessarily mean you are printing it. Although that is a benefit of it. The controlled layout is also preferred.
Urraaaaaaa
I really hate this tool. Its so full on nonsense trying to mimic what one does on a complicated Power BI report. My boss is forcing me to use this tool more than I like for Paginated reports. I find it so hard when you have to create multiple parameters and edit/reedit the source queries etc.
Awesome