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May 26, 2022

Interactive data storytelling with Power BI in PowerPoint

Camille Birch

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Hi, Office Insiders! My name is Camille Birch, and I’m a Product Manager on the PowerPoint team. I’m incredibly excited to share that PowerPoint now supports embedding live, interactive Power BI reports right into your slides! 

Interactive data storytelling with Power BI

By embedding live Power BI reports in your slides, you can tell interactive, data-focused stories. No more copying and pasting inevitably out-of-date screenshots or switching between your PowerPoint slides and your Power BI report during a presentation. You can now build narratives around your data and drive meaningful conversations through interactive reports right in PowerPoint.  

This feature is a long-standing customer request. We are happy to bring it to you and support your growing needs for data storytelling in increasingly data-driven workplaces and cultures. 

How it works

  • Open a new or existing presentation in PowerPoint. 

RIbbon showing the Insert menu with the Power BI button highlighted

NOTE: If you don’t see the Power BI button in the ribbon, you can get the add-in from the Microsoft App Store. 

Microsoft App Store displaying the Power BI add-in download page

  • Copy the link to the Power BI report you want to insert, paste it into the Pa st e report page URL here box, and then select Insert .

Insert your Power BI data into a slide page

When the report has been loaded into the slide, it is live and interactive both in Edit and Slide Show view. Any change that you make in Edit view–such as updating a slicer or changing a filter–is automatically saved. So feel free to customize the view of the data you want to present in advance. 

Slide including Power BI data

You can also filter and pivot to different views of the data to showcase key points and insights.

Tip and tricks

  • If you want your data view to remain static (to prevent data refresh or changes to filters/slicers), you can freeze the current live view to turn it into an image. In the top-right corner of the report, open the menu and select Show as Saved Image . This will convert the report view into an image until you select this option again to unfreeze it.
  • To view the interactive data during your presentation, attendees will need to have a Power BI subscription and be logged in with an active account, and have access to the report (unless you’ve frozen the view as an image, as discussed above). To ensure that anyone you share the presentation with will have access to the report, share a link from Power BI by clicking Share > PowerPoint .  

Known issues

  • Reports are not interactive in PowerPoint Live. 
  • When viewing the Power BI report in Slide Show view in PowerPoint for web, you may be prompted to authenticate. 
  • The presentation will not inherit the sensitivity label assigned to the Power BI report when inserted. For example, if a Power BI report labeled as Confidential is inserted into a presentation labeled as Public, the presentation’s label will not change and will remain as Public. 

Requirements

You must have an active Power BI subscription to use this feature.

Availability

The Power BI ribbon button in PowerPoint is rolling out to Insiders who are running Beta Version 2201 (Build 14825.10000) or later.

All users can install the Power BI add-in from the Microsoft App store.

Don’t have it yet? It’s probably us, not you.

Features are released over some time to ensure things are working smoothly. We highlight features that you may not have because they’re slowly releasing to larger numbers of Insiders. Sometimes we remove elements to further improve them based on your feedback. Though this is rare, we also reserve the option to pull a feature entirely out of the product, even if you, as an Insider, have had the opportunity to try it.

We want to hear from you! Please click Help > Feedback to give us input about this feature. 

Learn what  other information you should include in your feedback  to ensure it’s actionable and reaches the right people.

Sign up for the Office Insider newsletter  and get the latest information about Insider features in your inbox once a month! 

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How to integrate Power BI reports with a presentation in Microsoft PowerPoint

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If your organization is using Microsoft Power BI mobile, you have access to a lot of data via interactive reporting. That information is vital when making decisions and presenting growth, goals, and other benchmarks to others in your organization. Now Power BI reports are easier than ever to share because you can add them to Microsoft PowerPoint presentations.

SEE: Windows, Linux, and Mac commands everyone needs to know (free PDF) (TechRepublic)

In this tutorial, I’ll show you how to share Power BI reports as live reports or embedded images working from PowerPoint or Power BI mobile. Working with existing Power BI reports will save you a lot of preparation time.

This feature is available to Microsoft 365 and Power BI mobile users.

How to get the Power BI add-in for Microsoft PowerPoint

You may already have this feature in PowerPoint. Click the Insert tab and look for the Power BI group in the middle of the ribbon. Click the button to add a frame and start the process.

If you don’t find that button, download Power BI as follows:

  • Click the Insert tab.
  • In the Add-ins group, click Get Add-ins.
  • In the resulting dialog, search for Power BI.
  • Choose Microsoft Power BI, as shown in Figure A , and click OK. Downloading might take a few seconds.

power bi create presentation

Regardless of whether you used the Power BI button or the add-in, you’re now ready to link to the report. To do so, access the report online using Power BI mobile, paste its URL into the add-in control, as shown in Figure B , and click Insert. Allow a few seconds for this feature to link to the appropriate report.

power bi create presentation

Figure C shows the resulting report in a PowerPoint slide. During the show, you can filter the reports as if you were using Power BI mobile. In addition, the link is live, so as you update information via the data source, the link updates the reports in PowerPoint. To embed another report, you will need to download a new add-in frame or click the Power BI button via the PowerPoint interface.

You don’t have to start with PowerPoint. You can also share the report from Power BI mobile to PowerPoint.

How to share a Power BI report to Microsoft PowerPoint

If you prefer to start with Microsoft Power BI mobile, open the report and then use Share or Export. Both options offer a PowerPoint choice and end up displaying the dialog shown in Figure D .

After copying the link, open PowerPoint and insert the URL in a Power BI frame as you did above.

power bi create presentation

The difference with this route is that Export lets you embed the report as an image, which won’t update, or a live link, which will. Share lets you send a link to people via email or open the report in a new PowerPoint file.

Using either Export or Share you can bypass the add-in download task by clicking Open in PowerPoint ( Figure D ). Doing so opens a new .pptx file and imports the report into a slide without downloading the add-in frame first.

Sharing in Microsoft PowerPoint

Those with which you share the PowerPoint presentation will need an active Power BI account and access to the report to view the data in the presentation. Use the Share option to PowerPoint shown in the previous section.

Users without permission must request access to the report from its owner directly from inside the PowerPoint presentation.

Thanks to this new connection capability between Microsoft Power BI and Microsoft PowerPoint, you can share your data’s story in your PowerPoint presentations using existing Power BI reports. That link is live, so regardless of when you share that story, your reports will be up to date. For working efficiently, you can’t beat this combination.

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Present Power BI Reports in PowerPoint

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Building a super-cool Power BI dashboard with full interactivity (slicers, bookmarks, drill-through, etc.) can be quite satisfying.

But what do you do if you need to present this interactive dashboard in a meeting where PowerPoint is your only means of presentation?

Power BI does have a feature that allows you to export the screen as an image, but the image lacks all the wonderful interactivity.  Plus, if you must give the presentation at a later date, you’ll need to update all the exported images because the data will likely have changed.

Hope is just around the corner.

Power BI released a feature that allows you to export the dashboard to PowerPoint while retaining most if not all the functionalities.

Let’s give a warm, XelPlus welcome to  Embed Live Data .

power bi create presentation

Watch video tutorial

In this tutorial:

  • Obtaining the Power BI Add-In for PowerPoint
  • Testing Report Interactivity
  • Adding a Power BI Report to an Existing Presentation
  • Deeper Analysis During a Presentation
  • Additional Presentation Features
  • Sharing the Report

Working with the Power BI service online, we have a dashboard with the following interactive features:

  • Slicers that allow us to filter by years
  • Buttons that switch us between pages
  • Slicers that allow us to select departments and channels

power bi create presentation

We want to export this dashboard to PowerPoint and retain interactivity.

Power BI now has an option behind the  Export  button called  Embed Live Data .

power bi create presentation

When selected, we have the option to open the dashboard in PowerPoint with or without the current filter selections.

power bi create presentation

NOTE:  As of this post’s publish date (July 2022), this feature was still in preview release.  It has since become generally available with the March 2023 release .

Selecting the  Open in PowerPoint  option presents the following message.

power bi create presentation

Clicking the “ Trust this add-in ” will load the Power BI report into a PowerPoint slide.

power bi create presentation

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We need to take a step back and talk about obtaining the Power BI add-in for PowerPoint.

Before we can just drop a Power BI report into PowerPoint as easily as has been demonstrated, you need to first visit the Microsoft Store and download and install the Power BI add-in for PowerPoint.

  • Launch the Microsoft Office Add-Ins feature by selecting  Insert (tab) -> Add-ins -> Get Add-ins .
  • Search the Office Add-Ins for “ Power BI ”.

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Once added to PowerPoint, you will see the add-in on the  Insert  ribbon.

power bi create presentation

Power Excel Bundle

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By having the Power BI add-in as part of PowerPoint, we have full interactivity in our PowerPoint slide, both in Presentation Mode and standard Slide Design Mode.

power bi create presentation

Notice that the only page we have from our report was the page displayed when we performed the  Embed Live Data  action.

If you need other pages from the report, those pages will need to be inserted separately.

One workaround to this is to include a page navigation interface on the needed pages.

power bi create presentation

Buttons and bookmarks are fully operational.

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Excel Essentials for the Real World

power bi create presentation

When working with an existing presentation, we can easily add a Power BI report by creating a new, blank slide and selecting  Insert (tab) -> Power BI .

Our slide presents a placeholder that requests the link we saw earlier from the Power Bi service when we perform the initial export routine.

Click the  Copy  button to place the Power BI report link on the Clipboard.

Return to PowerPoint and paste the link in the placeholder and click  Insert .

power bi create presentation

In addition to the report’s slicers and buttons working during the presentation, we can also leverage Power BI’s filter controls.

power bi create presentation

This embedded report is arguably superior to embedding Excel dashboards as Excel’s interactivity does not carry over to PowerPoint.

power bi create presentation

Capturing a Screenshot

If you need to capture a screenshot of the report during the presentation, click the arrow button in the upper-right corner and select  Show as Saved image .

power bi create presentation

You can then right-click the report and copy it to the Clipboard for pasting it onto another slide or any other application.

To return to the interactive version of the report, click the arrow button in the upper-right corner and deselect  Show as Saved image .

Report Options

In the lower-right corner reside controls for hiding the filter pane, refreshing the data, and resetting the report.

power bi create presentation

Changing the Report’s Story

Any changes made to the Power Bi report in the PowerPoint slide  do not  flow back to Power BI.

However, changes to the Power BI report at the source  will  flow down to PowerPoint when the slide link is refreshed.

power bi create presentation

Deleting a Report from a Slide

Clicking a Power BI report on a slide and pressing the  Delete  key will not remove the report from the slide.

To remove the report from the slide, click the arrow button in the upper-right corner and select  Delete .

power bi create presentation

Hiding the Status Bar

If you don’t wish to display the bottom banner with the report add-in controls, click the down-arrow button in the lower-right of the report.

power bi create presentation

Viewing Report Status

The lower-left corner of the report displays the name of the Power BI report file as well as the date and time of the last refresh.

power bi create presentation

Clicking the report’s name will take you to the full report on the Power BI website.

If you share the report with an associate, the person with which you are sharing must have a Power BI account and have been granted access to the report and its underlying dataset.

The report and its data are not stored in the PowerPoint file, only a connection is created between PowerPoint and Power BI.  The interactivity is displayed in real-time as the presentation is being used.

All security permissions are retained and respected.

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My background is Masters in Economics, Economist, Consultant, Oracle HFM Accounting Systems Expert, SAP BW Project Manager. My passion is teaching, experimenting and sharing. I am also addicted to learning and enjoy taking online courses on a variety of topics.

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How Do I: Create a PowerPoint presentation of a Power BI report?

A question I get asked sometimes, during my Power BI trainings is, can I use PowerPoint to display my Power BI reports and dashboards?

power bi create presentation

You simply select, Export to PowerPoint, which then creates a PowerPoint file, with embedded images of your different report pages and visual:

power bi create presentation

This is a nice presentation with a link to your report on the Power BI Service, and some slides, but, it’s a static presentation, without any animations or interactive visuals. Wouldn’t it be nicer if the presentation could also show the complete report?

Well, yes, of course, you can for example use the following option:

power bi create presentation

Cool, or not?

Well, the downside is that, by doing this, your report will be publicly accessible for everyone…

Isn’t there a better solution?

Yes the is. Simply use the following PowerPoint Add-in:

power bi create presentation

Click on the From Power BI button, login and answer yes here:

power bi create presentation

And now you can embedd different visuals as tiles, or even complete reports, including interactivity features:

power bi create presentation

Cool, isn’t it? 🙂

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How to Put Power BI Visuals in PowerPoint

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If you’re a business professional who frequently presents data insights to team members, stakeholders, or clients, you know how important it is to create visually compelling and engaging presentations. Fortunately, Microsoft has made it incredibly easy to combine the power of Power BI and PowerPoint to create stunning presentations that showcase data in real-time.

Table of Contents

Understanding the Importance of Integrating Power BI Visuals with PowerPoint

By integrating Power BI visuals with PowerPoint, you can impress your audience and make your presentations more impactful. This integration allows you to create dynamic, data-driven presentations that help you tell a story and draw attention to important business insights. It’s also a great way to save time and effort by automating the process of updating data visualizations in PowerPoint. Instead of manually updating each slide with new data, you can link your PowerPoint presentation to a Power BI report and have the visuals automatically update in real-time.

Another benefit of integrating Power BI visuals with PowerPoint is that it allows you to easily share your data insights with others. You can export your PowerPoint presentation as a PDF or share it online, making it accessible to a wider audience. This can be especially useful for businesses that need to share data with stakeholders or clients who may not have access to Power BI.

Furthermore, by using Power BI visuals in your PowerPoint presentations, you can create more engaging and interactive content. You can add filters, slicers, and other interactive elements to your visuals, allowing your audience to explore the data on their own. This can help to increase engagement and understanding, as well as encourage further exploration of the data beyond the presentation.

Step-by-Step Guide: How to Embed Power BI Visuals in PowerPoint

The process of embedding Power BI visuals in PowerPoint is straightforward and easy to follow. Here are the steps you need to take:

Step 1: Open the Power BI report you want to embed in PowerPoint.

Step 2: Click on the “File” menu and select “Embed in SharePoint Online or Webpage.”

Step 3: Choose the visual you want to embed and customize its size and appearance.

Step 4: Copy the embed code for the visual.

Step 5: In PowerPoint, select the slide where you want to add the visual and click on the “Insert” tab.

Step 6: Click on the “Get Data” option or “Insert” > “Online Pictures” for static images.

Step 7: Paste the embed code in the dialogue box and click “Insert.”

Step 8: Resize and position the visual as desired.

Once you have embedded the Power BI visual in PowerPoint, you can easily update it with the latest data from the Power BI report. Simply click on the visual in PowerPoint and select “Update” from the “Power BI” tab. This will refresh the visual with the latest data from the report.

Another useful feature of embedding Power BI visuals in PowerPoint is the ability to interact with the visual during a presentation. You can use the mouse to hover over data points and see additional information, or click on elements to filter the data in real-time. This can be a powerful tool for presenting complex data in a clear and engaging way.

Benefits of Adding Power BI Visuals in Your PowerPoint Presentations

There are several benefits to adding Power BI visuals in your PowerPoint presentations:

  • Make your presentations more engaging and interactive.
  • Save time by automating the process of updating data visualizations.
  • Draw attention to important insights and trends in your data.
  • Create dynamic, data-driven presentations.
  • Reinforce the credibility of your presentations through data-backed insights.

Additionally, Power BI visuals can help you communicate complex data in a more digestible way. With the ability to create interactive charts, graphs, and maps, you can easily highlight key data points and allow your audience to explore the data on their own. This not only makes your presentation more engaging, but it also helps ensure that your audience understands the information you are presenting.

Choosing the Best Power BI Visuals for Your PowerPoint Presentation

When choosing the best Power BI visuals for your PowerPoint presentation, you need to consider the type of data you want to present, the level of interactivity you want to achieve, and the overall tone of your presentation. Some of the most popular Power BI visuals include:

  • Line charts
  • Scatter charts

It’s important to note that while these visuals are popular, they may not always be the best choice for your specific presentation. For example, if you’re presenting complex data with multiple variables, a scatter chart may be more effective than a bar chart. Additionally, if you want to highlight a specific metric or goal, a KPI may be the best choice. Ultimately, the key is to choose visuals that effectively communicate your data and support your overall message.

Customizing Power BI Visuals to Match Your PowerPoint Theme

To ensure that your Power BI visuals match the overall theme and design of your PowerPoint presentation, you can customize the visuals in several ways:

  • Change the color palette to match your PowerPoint theme.
  • Adjust fonts and font sizes to match your PowerPoint presentation.
  • Customize the formatting of data labels and axes.
  • Choose from a variety of visual styles and types.

Another way to customize your Power BI visuals is to add your company logo or branding to the visuals. This can be done by adding an image to the visual or by using custom visuals that allow for branding.

Additionally, you can customize the interactivity of your Power BI visuals to match your PowerPoint presentation. This can be done by adjusting the drill-through behavior, adding tooltips, or enabling cross-filtering between visuals.

How to Resize and Position Power BI Visuals in PowerPoint

When adding Power BI visuals to your PowerPoint presentation, you may need to resize and position them to fit your slides. To do this, simply click on the visual and use the sizing handles to adjust its size and shape. You can also use the alignment tools in PowerPoint to center, left- or right-align your visuals.

It’s important to note that resizing and repositioning your Power BI visuals can affect their readability and overall impact on your audience. Be sure to test your visuals on different screen sizes and adjust accordingly to ensure they are easily visible and understandable. Additionally, consider the placement of your visuals in relation to other content on your slide to create a cohesive and visually appealing presentation.

Tips for Optimizing the Performance of Power BI Visuals in PowerPoint

When embedding Power BI visuals in PowerPoint, you may encounter performance issues such as slow load times or visualizations failing to update. Here are a few tips to optimize the performance of Power BI visuals in PowerPoint:

  • Limit the number of visuals per slide to reduce load times.
  • Use high-resolution images to ensure that visuals are clear and crisp.
  • Optimize your Power BI report by simplifying queries and removing unnecessary data.
  • Test your presentation on various devices and browsers to ensure compatibility and performance.

Troubleshooting Common Issues When Adding Power BI Visuals to PowerPoint

If you run into issues when embedding Power BI visuals in PowerPoint, here are a few common problems and solutions:

  • Visuals fail to update: Refresh the data in the report and ensure that it is connected to the correct data source.
  • Visuals appear distorted or blurry: Increase the resolution of the visuals or adjust the scaling in PowerPoint.
  • Visuals appear too large or too small: Resize the visuals in PowerPoint using the sizing handles.
  • Embedded code doesn’t work: Ensure that the embed code is correct and that you have the necessary permissions to access the report.

Best Practices for Using Power BI Visuals in Your PowerPoint Presentations

Here are a few best practices for using Power BI visuals in your PowerPoint presentations:

  • Keep your visuals simple and easy to understand.
  • Use visuals that complement your data insights.
  • Choose a consistent design and formatting style for all visuals used in your presentation.
  • Use animations and transitions to make your presentation more engaging.

Advanced Techniques for Creating Interactive Dashboards in PowerPoint with Power BI Visuals

If you want to take your PowerPoint presentations to the next level, you can use Power BI to create interactive dashboards that can be embedded in your presentations. This allows you to give your audience control over the data they see and enables them to explore insights on their own. To do this, you’ll need to create a Power BI dashboard and then embed it in your PowerPoint presentation using the same process as before.

Comparing Different Methods of Integrating Power BI with PowerPoint

While the process of embedding Power BI visuals in PowerPoint is relatively straightforward, there are several ways to achieve this integration. Some methods include:

  • Embedding visuals as web pages
  • Exporting visuals from Power BI as image files and inserting them into PowerPoint
  • Using Power BI Publisher for Excel to embed visuals in Excel spreadsheets, which can then be inserted into PowerPoint

Showcasing Data Insights through Stunning Power BI Visualizations in a PowerPoint Deck

With the powerful combination of Power BI and PowerPoint, you can create stunning data visualizations that showcase important business insights. By following the steps outlined in this article and using best practices for presenting data, you’ll be able to create impactful presentations that engage and inform your audience.

Enhancing the Credibility and Impact of Your Presentations with Power BI-Powered Slides

Power BI-Powered slides can help you enhance the credibility and impact of your presentations by presenting data insights in real-time. By using this powerful integration, you can create dynamic, data-driven presentations that showcase your expertise and impress your audience.

Using Embedded Codes to Add Dynamic Live Reports from Power Bi Desktop to your Presentation Slides

If you’re looking to take your PowerPoint presentations to the next level, you can use embedded codes to add dynamic live reports from Power Bi Desktop to your presentation slides. However, this process requires specific steps and permissions. It’s important to ensure that you have the necessary permissions to access the report and that the embed code is correct. With this powerful integration, you can create real-time presentations that keep your audience engaged and informed.

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4 effective ways of connecting Power BI to PowerPoint

  • Efficiency Tips , How to guides , Power BI

More and more financial professionals have been adopting Power BI, the Microsoft software that is revolutionizing data analysis for decision-making. With Power BI, teams can access interactive online dashboards, also known as dynamic reports, that allow them to explore their company’s data securely.

Nevertheless, the use of static reports is still necessary when it comes to:

  • Isolating specific information (removing confidential or irrelevant data)
  • Analyzing, comparing or restoring data from a new angle
  • Commenting on data
  • Working on the formatting in new tables and graphs
  • Sharing figures with people unfamiliar with Power BI

PowerPoint remains the best tool in the Microsoft Office suite for presentations and static reports, whether internal (ExCo, accounting, retrospective reviews, monitoring indicators, monthly follow-up, etc.) or external (investment reports, commercial proposals or activity reports).

In this article, we’ll explain four different methods to export Power BI to PowerPoint that will help you tell more dynamic stories with your data.

Discover the four main ways to connect Power BI to PowerPoint – and the limitations of each.

Microsoft’s native export, copy-pasting between Power BI and PowerPoint,  or exporting Power BI via Excel all seem simple, but come with serious limitations.

UpSlide’s Power BI to PowerPoint Link, however, enables you to quickly access and import Power BI reports from within PowerPoint, and refresh the visual whenever data changes.

Option #1 – Native Microsoft export from Power BI to PowerPoint

As a Microsoft product, Power BI is compatible with the Office suite . Thanks to this, an easy way to export data is to use the native Export to PowerPoint function within Power BI online.

How to use Microsoft’s native PowerBI to PowerPoint export:

  • Within PowerBI online, open a report published on one of your workspaces
  • On your report, click  Export, then PowerPoint and choose whether you would like to export an image or embed the live data
  • In the pop-up window, choose Current Values and then click on Export
  • This will generate a PowerPoint file containing the pages of your report ready for you to download

Limitations of the native Power BI export:

The entire process takes place on Power BI online and forces you to cross-reference between the webpage and your PowerPoint presentation. This method generates a new PowerPoint file with the default neutral template, so the result will not comply with your graphic charter.

In addition, the pages of the Power BI report are converted into non-customizable images in a format that is often different to the PowerPoint template.

And finally, the data export process can be time-consuming.

Option #2 – Copy and paste a Power BI visual into PowerPoint

The second option to link from Power BI to PowerPoint is to copy and paste a visual from Power BI and paste it into PowerPoint. This is useful when you want to highlight some elements of a Power BI dashboard without downloading all the pages.

How to copy and paste Power BI visuals to PowerPoint:

  • Open a PowerPoint file on your desktop
  • Within Power BI online , open a report published on one of your workspaces
  • In the popup window, click Copy to clipboard
  • You can now return to your PowerPoint presentation and paste the visual on the slide of your choice

Limitations of copying and pasting Power BI visuals to PowerPoint:

Copy-pasting a static visual makes updating data a challenge. With this method, you can’t refresh the data from within PowerPoint and would have to return to Power BI and start the process over again whenever figures change. The visual remains an image accompanied by a text box detailing the “source” – this should be manually removed from your slide if you don’t need it.

Note : you can keep the hyperlink in the “notes” section to come back to this Power BI visual later.

Option #3 – Export Power BI data to PowerPoint via Excel

This third technique for linking Power BI to PowerPoint involves importing the Power BI data into Excel, where you can rework it before presenting it in PowerPoint.

It is sometimes necessary to export Power BI data to Excel for analysis or to create tables and graphs before inserting it into a PowerPoint presentation.

How to export your Power BI data to Excel and then PowerPoint:

  • Within Power BI online, open a report published on one of your workspaces
  • Select a visual, click on the “…” icon, then select Export data
  • In the pop-up window, keep the default options (Summarized data and .xlsx file)
  • Retrieve the raw data Excel file from your downloads
  • Edit your table or chart in the Excel file, then link it to your PowerPoint presentation

Discover the quick and easy way to link Excel to PowerPoint >

Limitations of exporting Power BI data to Excel and PowerPoint:

Customizing the data in Excel before adding it to your PowerPoint can offer more flexibility than copy and paste. However, this technique is still time-consuming, and you must repeat the process each time your Power BI data evolves.

This last method does not allow you to filter or update your Power BI data from within PowerPoint.

Option #4 – UpSlide’s Power BI to PowerPoint Link

The advantages of upslide’s power bi to powerpoint link:.

UpSlide’s Power BI to PowerPoint Link is the easiest way to tell inspiring stories with your data. Access and import your Power BI reports directly from within PowerPoint without going through Power BI online. The link also allows you to export Power BI visuals to Word.

As your data changes over time, easily update one or more visuals in a few clicks using our Update Links button. Plus, you can edit the categorical slicer values for one or more visuals from a dedicated dropdown menu.

How to link Power BI to PowerPoint with UpSlide:

  • Within the UpSlide ribbon in PowerPoint, click the Import Visual button
  • Select a Power BI report from the pane that appears. Note: if this is your first export, you will have to log in to Power BI first
  • Select your desired visual and click on the “…“ icon, then click Export to PowerPoint . If you want to export the full report, click directly on  Export Page  at the bottom of the window

Congratulations! You’ve successfully connected your Power BI report to your PowerPoint presentation.

Follow these steps to refresh your Power BI visuals directly from within your PowerPoint presentation:

  • Within the UpSlide ribbon in PowerPoint, click the Update Links button
  • In the pane that appears on the right, select the links you want to refresh
  • Click on the Update button
  • Just like that, you have updated the Power BI visuals in your presentation without leaving PowerPoint!

Want to narrow the dataset that applies to your visuals? You can also edit the categorical slicer values from within PowerPoint . Discover how >

To learn more about our Power BI to PowerPoint and Word Link, get in touch with a member of our team.

Which method will you use for your next Power BI to PowerPoint export?

Let us know by leaving a comment!

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Export a report to PowerPoint

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There are several different ways that Power BI and PowerPoint work together. In this article, you learn how to export a Power BI report and create a PowerPoint slide deck with one slide for each report page. The report is static; the slides retain the state of the report at the time of export.

Another option is to embed a live version of your report page in PowerPoint. You can interact with your data just as you would in Power BI. For more information about embedding a live report page, visit these articles:

  • Add a live Power BI report page in PowerPoint
  • Use the Power BI Add-in for PowerPoint
  • Administer the Power BI add-in for PowerPoint

When you export to PowerPoint, the following occurs:

  • Each page in the Power BI report becomes an individual slide in PowerPoint.
  • Each page in the Power BI report is exported as a single high-resolution image in PowerPoint.
  • You can preserve the filters and slicers settings that are added to the report.
  • A link is created in PowerPoint that links back to the Power BI report.

Getting your Power BI report exported into PowerPoint is quick. Follow the steps outlined in the next section.

Select the Copy as image icon.

Export your Power BI report to PowerPoint

In the Power BI service , select a report to display it on the canvas. Then, select Export > PowerPoint from the menu bar.

Screenshot showing Export PowerPoint menu bar selections.

A pop-up appears where you can select Current values or Default values . Current values exports the report in the current state, which includes the active changes you made to slicer and filter values. Most users select this option. If you've scrolled, Current values doesn't include the scroll state of the visual, but instead exports the top portion of the data. Alternatively, selecting Default values exports the report in the original state, as the designer shared it, and doesn't reflect any changes made to the original state.

Select what to Export

Additionally, there's a check box to select whether or not to export the hidden tabs of a report. Select this check box if you want to export only report tabs that are visible to you in your browser. If you prefer to get all the hidden tabs as part of your export, leave this check box cleared. If the check box is grayed out, there are no hidden tabs in the report. An example of a hidden tab would be a tooltip tab. Custom tooltips are created by report designers and don't display as report tabs in the Power BI service for business users .

You may also choose to export only the current page you're viewing in a report by checking the Only export current page option. By default, Only export current page is unchecked and all pages are exported from your report.

After you make your selections, select Export to continue. You see a notification banner in the upper-right corner of the Power BI service browser window that the report is being exported to PowerPoint.

Export to PowerPoint in progress notification

Exporting might take a few minutes. Factors that can affect the time required include the structure of the report and the current load on the Power BI service. You can continue to work in Power BI while the report is being exported.

After the Power BI service completes the export process, the notification banner changes to let you know. Your file is then available where your browser displays downloaded files. In the following image, the download banner appears at the bottom of the browser window.

browser notification, at bottom of screen

And that's all there's to it. You can download the file, open it with PowerPoint, and then modify or enhance it like you would any other PowerPoint deck.

Open the PowerPoint file

When you open the PowerPoint file that Power BI exported, you find a few cool and useful elements. Take a look at the following image, and check out the numbered elements that describe some of those cool features. Pages in PowerPoint are always created in the standard 9:16 size, regardless of the original page sizes or dimensions in the Power BI report.

PowerPoint opens

The first page of the slide deck includes the name of your report and a link so that you can View in Power BI the report on which the slide deck is based.

You get some useful information about the report, too. Last data refresh shows the date and time on which the exported report is based. Downloaded at shows the date and time when the Power BI report was exported into a PowerPoint file. The Downloaded at time is the time of the export in UTC (Universal Coordinated Time).

Each report page is a separate slide, as shown in the nav pane.

PowerPoint includes the name of each visual on the page and adds alt text for each item. The report creator can include alt text when designing the report. Otherwise, the default is "No alt text provided."

Cog icon

When you view an individual slide, you see that each report page is an independent image. Scrolling in PowerPoint isn't available since each slide is a static image.

Screen showing each visual as a separate image

What you do with your PowerPoint deck from there, or any of the high-resolution images, is up to you.

Considerations and limitations

There are a few considerations and limitations to keep in mind when you work with the Export to PowerPoint feature.

If you don't see the Export option

  • Make sure that you're viewing a report (not a dashboard).
  • It's possible that your administrator disabled this feature. Contact your administrator for details. Administrators: See Export reports as PowerPoint presentations or PDF documents .

Visuals that aren't supported

The following aren't supported for Export to PowerPoint . Either the PowerPoint export option is greyed out or isn't listed at all on the Export dropdown. In some cases, such as for R visuals, the report exports but the visual renders as a gray box with an error message.

  • Power BI custom visuals . The exception is those Power BI custom visuals that are certified
  • ESRI ArcGIS visuals
  • Power Apps visuals
  • Python visuals
  • Power Automate visuals
  • The Paginated report visual
  • Visio visuals
  • Visuals displayed as a Data point table or displayed with "Show data point as a table" can't export to PowerPoint

Reports that can't be exported

  • Reports with more than 50 report pages. Paginated reports don't have this limitation. See Print a paginated report for details.
  • Reports larger than 500 MB when exported.
  • Reports being exported to older versions of PowerPoint.
  • Reports that take longer than an hour to process.
  • Report pages that take longer than 6 minutes to load.
  • The resolution of exported report pages is 1,280 pixels x 720 pixels.
  • You can share a dashboard with someone outside of your organization, or with a user who isn't in your Power BI tenant. But that user can't export the shared dashboard's associated reports to PowerPoint. For example, if you're [email protected], you can share with [email protected]. But [email protected] can't export the associated reports to PowerPoint.
  • Export to PowerPoint isn't supported when the admin setting Azure private link > Block public internet access is enabled in Power BI. In this case, the export fails. The export might also fail if the admin setting Azure private link is on and Block public internet access is off.
  • Background images are cropped with the chart's bounding area. We recommend that you remove background images before you export to PowerPoint.
  • Semantic model refresh operations using an XMLA endpoint.
  • If the report uses a custom font, that font is replaced with a default font.
  • URL filters aren't currently respected when you choose Current Values for your export.
  • Visuals displayed as a Data table or displayed with "Show as a table" export the visual in its default state, without the table.
  • Visuals in a drill-down state are exported in their default state.
  • Export to PowerPoint isn't currently supported for tenants in the China North region.
  • Export to PDF supports Unicode 6 and earlier. If for example, Unicode 7 is used, Power BI export displays that image as a blank box.

Related content

  • Copy visuals as static images
  • Print a report

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Top 21 Power BI Report Examples: Inspiration to Visualize Your Data

by Sam McKay, CFA | Power BI

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If you’re looking for a powerful tool to help you visualize and analyze data, then Power BI reports might be just what you need. With Power BI, you can create multi-perspective views into your datasets, complete with visuals representing your findings and insights.

The top 21 Power BI Report examples are a set of reports designed to provide users with an overview of the most important aspects of Power BI. Businesses can use these reports to connect to various data sources, transform, and clean the data, and then create visualizations and dashboards to gain insights and make data-driven decisions.

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In this article, we will go over 21 of our favorites and show you how they can help you bring your data to life.

So if you’re ready to take your data analysis to the next level, it’s time to try these Microsoft Power BI reports!

Table of Contents

Top 21 Power BI Report Examples, It’s Time to Get Inspired

As organizations continue to move towards a digital-first approach, the need for data visualization and reporting tools has never been greater.

There are different reports on Power BI, each with its own unique capabilities. Below, we’ll explore some aweseom Power BI report examples that every organization should be using:

Power Bi report examples

1. Customer Engagement Report

A Customer Engagement report is a visual representation of data that provides insights into customer behavior, interactions, and engagement with a business or organization.

Businesses and organizations can learn which email formats encourage the most consumer interaction and revenue, as well as which customer groups respond best to email marketing.

With this knowledge, companies, and organizations can create tailored email marketing campaigns that are more likely to connect with their intended audience and result in conversions.

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2. Environmental Data Report

An Environmental Data Power BI report is used to analyze and visualize environmental data. This type of report can include data related to energy usage, carbon emissions, water usage, waste management, and other environmental factors.

By using Power BI, organizations can gain insights into their environmental impact and make data-driven decisions to reduce their carbon footprint and improve sustainability.

This report can help organizations looking to improve their environmental performance and meet sustainability goals

 A sample of environmental data report

This report can be found in our Power BI Gallery.

3. Procurement Insights Report Example

The Procurement Insights report is useful if you want to learn more about your procurement process. By examining how long it takes for a purchased item to get to the invoice or receipt stage in the report, users can identify any delays or bottlenecks in the process.

The report provides customers with a thorough understanding of their procurement data, empowering them to make their own decisions and take the required actions to streamline their processes.

A sample of the procurement insights report

4. Quarterly Business Insights Report

Users can get insightful business intelligence and data on all significant organizational indicators for each fiscal quarter through the Quarterly Business Insights report.

The report enables users to evaluate important performance metrics, such as revenue, profit margins, and customer satisfaction. This enables users to spot areas for development and make informed choices to streamline their business operations.

A sample of the quarterly business insights report

Find out more about the quarterly business report and see more Power BI reports here .

5. Regional Summary Report Example

The Regional Summary report provides a thorough evaluation of regional financial performance. It gives a thorough overview of performance determinants and dynamically highlights the factors influencing previous performances.

The regional summary, which is broken down by region, gives a thorough summary of the financial performance in each region.

This report helps businesses can discover areas of strength and weakness in each region and make data-driven choices about how to enhance financial performance using the breakdown of performance factors.

A sample of the regional summary report

6. Service Desk Analysis Report

The Service Desk Analysis report is designed to examine problem peak times over the course of several days and months.

It assists organizations in deploying the ideal workforce during the weeks and months when problems are at their peak in order to avoid backlogs.

Businesses can discover areas of strength and weakness and make data-driven decisions to enhance performance with the help of the application, which gives them a thorough picture of service desk performance.

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7. Transport & Shipping Report

The Transport & Shipping report is a logistics report modeled after an app and created to give a thorough picture of the company’s profitability.

The report provides insights into historical revenue, cost, and profit patterns using a number of criteria. It also offers a bird’s-eye perspective of the shipping and transport operations, emphasizing important performance factors including the percentage of deliveries made on time, the amount of freight moved, and shipping expenses.

An example of the transport & shipping report

Credit: Hossein Seyedagha

An example of the transport & shipping report

Click here to see our entire collection of Power BI reports.

8. Detecting Outliers Report Examples

A crucial stage in data analysis involves discovering outliers or abnormalities within a dataset. Businesses and organizations may learn more about possible mistakes, data quality problems, or key events by identifying these odd data points.

Through the Detecting Outliers report, businesses and organizations may get insights into probable causes and take preventative action to stop reoccurring incidents by evaluating the patterns and changes linked to the anomalies the detecting outliers report.

This report can also assist in identifying potential benefits or dangers linked to the outliers, enabling more informed choice-making.

An example of the detecting outliers report

9. Emergency Services Analytics Report

Any emergency response team that wants to swiftly make data-driven choices should use the Emergency Services Analytics report. The report’s layout is simple and effective, making it simple to explore and get the data you want.

The report’s inventive use of tooltips is also remarkable since it offers in-depth analytical insights without sacrificing the report’s compact design.

A sample of the emergency services analytics report

To find out more about the Emergency Services Analytics report, check it out and many other Power BI reports, click here .

10. Management Insights Report

The Management Insights report offers a thorough overview of important financial and sales information. It is a very useful tool for decision-makers who need to examine their company’s performance swiftly and correctly.

This reports offers data with clear graphics, interactive elements, and an easy-to-understand manner. Executives can swiftly evaluate crucial financial and sales information including revenue, profit margins, client acquisition expenses, and more.

A sample of the management insights report

11. Purchases Summary Report

The Purchases Summary report gives customers a compelling picture of the purchase, sales, and inventory overview. This makes it simple for users to acquire and comprehend crucial data points and trends, empowering them to take well-informed decisions that will improve their business operations.

This report is designed to be extremely interactive, with a variety of visualizations that allow users to drill down into specific data points and gain deeper insights into their purchase, sales, and inventory data.

A sample of the purchases summary report

12. Stock Market Report Example

The Stock Market report is made to assist companies in tracking and analyzing stock market data. It enables companies to explore dynamic stock market data, analyzing important pricing and trading data.

This report enables companies to swiftly and simply spot trends and insights in stock market data, assisting them in making smart investment choices. It also has extensive customization features that let organizations alter the display to meet their needs and concentrate on the parameters that matter most to them.

An example of the stock market report

We have a huge collection of free Power BI reports, you can check them out in our Power BI Gallery .

An example of the stock market report

13. Time Intelligence Report

The Time Intelligence report was created to assist organizations in tracking important indicators throughout time and comparing current data to that from a previous time period.

Through the analysis of total sales, expenses, and profits provided in this report, businesses are able to spot patterns as they develop.

This report helps businesses can spot possible growth opportunities and take proactive steps to seize them by evaluating indicators for the success of their products, their regions, and their customers.

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14. Website Analytics Report

The Website Analytics report offers a thorough examination of the company’s website and user activity. Users can analyze important website features like traffic source, device, age group, and more in the report.

The report offers helpful insights into the company’s worldwide audience and offers the option to evaluate website data by geographic location.

Users can discover areas for development and make adjustments based on actual website data thanks to the report’s spotlight on the website’s entry and exit points.

For companies aiming to boost their online visibility and engagement, the Website Analytics report is a crucial resource.

A sample of the website analytics report

To see more Power BI reports, you can click here

An example of the website analytics report

15. Advertising Campaigns Report

The Advertising Campaigns report can assist you in determining which campaigns are engaging and creating the most interest from your intended audience and which ones are underperforming.

You can use this data to make data-driven decisions about where to spend your marketing budget, modify your messaging and targeting techniques, and optimize your campaigns to get better outcomes.

This strategy can assist you in achieving your marketing goals more successfully and efficiently, which will boost your return on investment and enhance your company’s performance.

An example of the advertising campaign report

16. Insurance Portfolio Analysis Report

The Insurance Portfolio Analysis report is a comprehensive report designed to help organizations determine who their active consumers are, which product categories sell insurance quickly, and which distribution channels work best.

The report offers consumers a variety of visualizations that allow them to acquire insights into their insurance sales success.

This data is crucial in assisting organizations in identifying areas for improvement and optimizing their sales operations. This report also includes information on consumer demographics, product categories, and sales performance measures.

A sample of the insurance portfolio report

17. Data Documentation Report

A Data documentation report helps businesses and organizations can immediately spot patterns and trends in their data, making it simpler to make informed choices.

Advanced scripting is also used to collect huge amounts of data in a structured and organized manner, guaranteeing the accuracy and dependability of the data.

A sample of the data documentation report

18. Health Services Analytics Report

The Health Services Analytics report is a well-designed tool that uses timelines, drill-through, and hovering techniques to efficiently approach the data from four distinct viewpoints.

The report provides customers with a comprehensive overview of healthcare data, allowing them to identify trends, patterns, and anomalies in the data. It also includes information on a wide range of health services, such as patient demographics, medical procedures, and healthcare provider contact information.

A sample of the health services analytics report

19. Product Discounting Scenarios Report

Users can create unlimited “what if” scenarios for product discounting strategies using the Product Discounting Scenarios report. This enables users to evaluate the efficiency of various discounting strategies and monitor crucial performance metrics.

This report gives customers a clear picture of their discounted data so they can decide what to do and how to best employ their strategies. It is also designed to be very adaptable, enabling customers to modify the scenarios to meet their own needs and specifications.

A sample of the product discounting scenarios report

20. Service Desk Issues Report

The Service Desk Issues report is intended to assist companies in managing and keeping track of their projects. Businesses can use it to identify which projects are producing the greatest problems and how many of them are of high priority.

Businesses can also use the application to keep track of these issues’ statuses and concentrate on those that are still “To Do” or “In Progress.” Through this report, businesses can spot possible bottlenecks in their projects using the Service Desk Issues tool and take proactive steps to prevent delays.

A sample of the service desk issues report

21. Inventory Analysis Report

The Inventory Analysis report is a tool that assists organizations in analyzing their inventory data. The report employs several bookmarks to make a single-page report appear multi-page. The report offers consumers a variety of visuals to help them acquire insights into their inventory data.

This data is crucial in assisting firms in identifying areas for improvement and optimizing their inventory management procedures. The report includes information on-premises, such as inventory levels, stock movements, and reorder points.

A sample of the inventory analysis report

Creating Power BI reports is a fundamental skill that can help you visualize and analyze your data effectively.

Now that we’ve covered the top 21 Microsoft Power Bi reports, we’ll examine the basic steps of how to create them.

Let’s get to it.

How to Create Power BI Reports

When creating reports in Microsoft Power BI, you can use two main tools: Power BI Desktop and Power BI Service . Both tools have strengths and weaknesses, so it’s important to understand when to use each and the major differences between them.

1. Using Power BI Desktop

Power BI Desktop is a powerful tool that allows you to create rich, interactive reports with a wide range of visualizations and data sources. Here are the basic steps to create a report in Power BI Desktop:

A report showing the Power BI desktop

Connect to your data source : Power BI Desktop supports a wide range of data sources, including Excel, SQL Server, and many others. You can also connect to cloud-based data sources like Azure SQL Database and Salesforce.

Create your dataset: Once you’ve connected to your on-premises or cloud data warehouse, you can create a dataset that defines the fields and relationships you want to use in your report. You can also explore data transformations and calculations to prepare your data for visualization.

Design your report: With your underlying dataset in place, you can start designing your report. Power BI Desktop provides a wide range of visualizations and customization options to create a report that meets your specific needs.

Publish your report: Once you’re happy with it, you can publish reports to the cloud, where you can share them with others and collaborate.

2. Using Power BI Service

Power BI Service is a cloud-based tool that allows you to create, view, and share reports from anywhere. Here are the basic steps to create a report:

A report on the service

Connect to your data source: Like Power BI Desktop , Power BI Service supports a wide range of sources, including Excel, SQL Server, and many others. You can also connect to cloud-based services like Azure SQL Database and Salesforce.

Create your dataset: Once you’ve connected to your data source, you can create a dataset that defines the fields and relationships you want to use in your report. You can also perform data transformations and calculations to prepare your data for visualization.

Design your report: With your dataset in place, you can start designing your report. The program provides a wide range of visualizations and customization options, so you can create a report that meets your specific needs.

Share your report: Once you’re happy with your report, you can share it with others by publishing it to the cloud. You can also collaborate on the report with others, allowing them to view, edit, and comment on the report.

Creating Power BI reports can be a powerful way to visualize and analyze your data. Whether you’re using Power BI Desktop or Power BI Service, a wide range of tools and options are available to help you create the perfect report for your needs.

Having established how to create a Power BI report, we’ll move on to explore how to design interactive Power BI reports.

How to Design Interactive Power BI Reports

When designing your reports, creating interactive elements that engage your audience and allow them to explore the data more meaningfully is important.

Here are some tips for creating interactive reports to keep your audience engaged.

1. Adding Filters

Adding filters to your report is an easy way for your audience to interact with the data. Filters can be added to any visual in your report and can be used to highlight specific data points or to drill down into the data.

How to use filters on Power BI

To add a filter, simply select the visual you want to filter and click on the “Filters” button in the Visualizations pane.

You can then select the field you want to filter by and choose the type of filter you want to apply. Power BI offers a variety of filter types, including basic, advanced, and relative date filters.

2. Creating Bookmarks

Bookmarks are a powerful Power BI solution that allows you to save the state of your report and return to it later. This is especially useful when you have a complex report with multiple pages or when you want to highlight specific data points.

How to create bookmarks in Power BI

To create a bookmark, simply navigate to the page or visual you want to bookmark and click on the “Bookmark” button in the Visualizations navigation pane below. You can then give your bookmark a name and choose whether to include the current filter state and drill-down state.

3. Adding Comments

Adding comments to your report is a great way to provide additional context or insights into the data. Comments can be added to any visual in your report and can be used to highlight specific data points or to provide additional information.

How to add comments to Power BI

To add a comment, simply select the visual you want to comment on and click on the “Comment” button in the Visualizations pane. You can then enter your comment and choose whether to make it public or private.

Adding filters, bookmarks, and comments to your reports allows you to create interactive and customizable reports that engage your audience and provide valuable insights into the data.

Next, we’ll examine sharing and collaborating on Power BI reports.

How to Share and Collaborate on Power BI Reports

Sharing and collaborating on reports is an essential aspect of Power BI. It helps business users to work together and share insights with their colleagues.

This section will discuss the two main ways to share and collaborate on reports: Publishing and Sharing Reports and Collaborating on Reports .

1. Publishing and Sharing Reports

To share a report, you need to publish it first. Once you have published a report, you can share it with others inside or outside your organization. Here are the steps to publish and share a report in Power BI:

A report showing the publish option

Open the report you want to share in Power BI Desktop.

Click on the Publish button in the Home tab.

Select the workspace where you want to publish the report.

Enter a name and description for the report.

Click on the Publish button to publish the report to the cloud.

Once you have published the report, you can share it with others. To share a report, follow these steps:

How to share published report

Open the report.

Click on the Share button in the top-right corner.

Enter the email addresses of the people you want to share the report with.

Choose whether you want to allow them to edit the report or just view it.

Click on the Share button to share the report.

2. Collaborating on Reports

Collaborating on reports allows you to work together with your colleagues to create and edit reports. Here are some ways you can work with others:

Power BI community : The Power BI community is an online forum where you can connect with other Power BI users, ask questions, and share your knowledge. You can collaborate on reports by posting your questions or ideas in the community and getting feedback from other users.

Mobile app : The mobile app allows you to view and share reports on your mobile device. You can collaborate on reports by sharing them with your colleagues through the mobile app and getting their feedback.

Power BI service : The cloud service allows you to collaborate on reports with your colleagues in real-time. You can work together on the same report, make changes, and see the changes as they happen.

Business users : Business users can collaborate on reports by sharing their insights and ideas with their colleagues with a Power BI pro license. They can also provide feedback on the reports and suggest changes to improve them.

Sharing and collaborating on reports is an essential aspect of the software. It allows business users to work together and share insights with their colleagues.

By following the steps outlined in this section, you can easily publish and share reports and collaborate with your colleagues to create and edit reports.

We’ll move on to the next section by covering how to export and share data.

How to Export and Share Data in Power BI Report

If you’re working with Power BI reports, you’ll likely need to export and share data at some point. Fortunately, the software offers several options for both exporting and sharing data, making it easy to collaborate with your team and stakeholders.

1. Exporting Data

Exporting data from reports is a straightforward process. To transfer data from a report visual, simply select the visual, then select More options (…) > Export data.

From there, you can choose a location for the .csv file and edit the file name if needed. Once you’ve saved the file, you can share it with others as needed.

Exporting data using various formats

The tool also offers other options for exporting data, such as exporting data from Power BI dashboards.

To transfer data from a dashboard, simply select the Export data option from the dashboard menu. You can also do the same from a report using that option from the More Options menu.

2. Sharing Reports on Mobile Devices

Power BI makes sharing reports on mobile devices easy, allowing you to collaborate with your team and stakeholders even when you’re on the go.

To share your report, simply select the Share option from the report menu. From there, you can share the report via link or email or share it directly with other users.

In addition to sharing reports, you can also share dashboards and individual visuals on mobile devices. To share a dashboard or visual, simply select the Share option from the dashboard or visual menu. From there, you can share the item via link or email or share it directly with other users.

Overall, Power BI offers a range of options for exporting and sharing data, making it easy to create a detailed tabular report and collaborate with your team and stakeholders.

Whether you’re working on a desktop or a mobile device, you can easily export and share information from your data warehouse with just a few clicks.

We’ll progress by reviewing how to create metrics and dashboards in Power BI in the next section.

How to Create Metrics and Dashboards in Power BI

You need to create metrics and dashboards to get the most out of your data in Power BI. Metrics are key performance indicators (KPIs) that help you track your company goals.

Dashboards are collections of visualizations that help you monitor your metrics and make informed decisions.

1. Creating Metrics

To create a metric in Power BI, you need to follow these steps:

How to create metrics in Power BI

Open Power BI and go to the workspace where you want to create the metric.

Click on the “Create” button and select “Metric” from the dropdown menu.

Choose the data source for your metric and select the measure you want to use.

Customize your metric by adding a title, description, and target value.

Save your metric and add it to a dashboard.

2. Creating Dashboards

To create a dashboard in Power BI, you need to follow these steps:

How to create a dashboard in Power BI

Open Power BI and go to the workspace where you want to create the dashboard.

Click on the “Create” button and select “Dashboard” from the dropdown menu.

Choose the visualizations you want to add to your dashboard and customize them.

Add your metrics to your dashboard by clicking on the “Add Tile” button and selecting “Metric.”

Customize your dashboard by adding a title, description, and filters.

Share your dashboard with your team by publishing it to the Power BI service.

Best Practices for Metrics and Dashboards

To get the most out of your metrics and dashboards, you should follow these best practices:

Keep your metrics simple and focused on your business goals.

Use visualizations that are easy to understand and interpret.

Update your metrics regularly to ensure they reflect the latest data.

Share your dashboards with your team to encourage collaboration and informed decision-making.

Use filters to drill down into your data and identify trends and insights.

By following these best practices, you can create metrics and dashboards that help you monitor your business goals and make informed decisions. Power BI makes it easy to create and customize metrics and dashboards, so you can get started right away.

If you want to learn how to create paginated reports, keep reading as we’ll go over that in the next section.

How to Create Paginated Reports Using Power BI

If you need to create and distribute highly formatted, pixel-perfect reports, Power BI Paginated Reports is the way to go.

These reports provide a way to print and distribute data in a structured and organized format that is easy to read and understand.

How to create paginated reports  in Power BI

To create a paginated report , you can use Power BI Report Builder or the Power BI service. Report Builder is a standalone tool that you can download and install on your computer. The Power BI service is a cloud-based platform that you can access through a web browser.

Once you have created your report, you can publish it to the Power BI service, where you can manage and distribute it to your users. You can also schedule the report to be delivered to your users via email.

Paginated reports are a great way to create and distribute reports that require a high level of precision and formatting. They are particularly useful for financial reports, invoices, and other documents that require a consistent layout and design.

When you create a paginated report, you can use a variety of info sources, including SQL Server, Oracle, and Excel . You can also use shared data sets, which allow you to reuse data across multiple reports.

Building a paginated report in Power BI

Overall, paginated reports are a powerful tool for creating and distributing highly formatted reports. Whether you are a financial analyst, a business owner, or a data analyst, paginated reports can help you to present your data in a clear and organized way.

Note : A free Power BI license lets you publish paginated reports to your workspace only. If you want to publish your reports in other workspaces, then you’ll need a Power BI Pro license. To learn more about the differences between Power BI Pro and Power BI Premium licenses, check out this in-depth article .

Now that we have established how to create paginated reports on Power BI, we will discuss some of the best practices to keep in mind when creating data visualizations in your reports and dashboards.

Data Visualization Best Practices in Power BI Reports

When creating Power BI reports, it’s important to follow best practices for data visualization to ensure that your reports are effective in conveying insights to your audience. Here are some tips to keep in mind:

Best data visualization practices

1. Choose the Right Visualization for the Data

Different types of data require different types of visualizations. For example, a line chart is useful for showing trends over time, while a scatter plot can help identify correlations between two variables. Make sure to choose the right visualization for the data you’re working with.

2. Keep it Simple and Easy to Read

Your visualizations should be simple and easy to read. Avoid cluttering your reports with too many visualizations or unnecessary details. Use clear labels and color schemes that make it easy to understand the information presented.

3. Use Consistent Formatting

Consistent formatting is key to creating a professional-looking report. Use the same font, color scheme, and formatting throughout your report to create a cohesive look and feel.

4. Highlight Key Insights

Use visualizations to highlight key insights and trends in your data. This can help your audience quickly understand the most important information in your report.

5. Use Interactive Visualizations

Power BI allows you to create interactive visualizations that allow your audience to explore the data on their own. Use these features to create engaging reports that keep your audience engaged.

By following these best practices for data visualization, you can create effective Power BI reports and dashboards that convey insights to your audience in a clear and concise manner.

Final Thoughts

Power BI reports are a great way to analyze and visualize your data.

Power BI reports are highly customizable, allowing users to design visually appealing dashboards and reports that suit their specific needs.

The interactive nature of the reports enables users to drill down into the data, apply filters, and explore different angles to gain deeper insights.

Furthermore, Power BI reports can be easily shared and accessed by multiple users, both within and outside the organization with Power BI Pro and Power BI Premium licenses, ensuring that stakeholders can access data that are important and up-to-date information.

Whether you are a business user or a data analyst, Power BI can help you create reports that can help you make better business decisions. So, start exploring how Power BI works today and see how it can help you transform your data into actionable insights!

If you want to explore more awesome power BI reports, check out the video below:

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Create a new presentation with Copilot in PowerPoint

Note:  This feature is available to customers with a Copilot for Microsoft 365 license or Copilot Pro license.

Create a new presentation in PowerPoint.

Screenshot of the Copilot in PowerPoint button in the ribbon menu

Select Send . Copilot will draft a presentation for you!

Edit the presentation to suit your needs, ask Copilot to add a slide , or start over with a new presentation and refine your prompt to include more specifics. For example, "Create a presentation about hybrid meeting best practices that includes examples for team building.”

Create a presentation with a template

Note:  This feature is only available to customers with a Copilot for Microsoft 365 (work) license. It is not currently available to customers with a Copilot Pro (home) license.

Copilot can use your existing themes and templates to create a presentation. Learn more about making your presentations look great with Copilot in PowerPoint .

Selecting a theme for a new presentation on Office.com.

Enter your prompt or select Create presentation from file to create a first draft of your presentation using your theme or template.

Screenshot of a warning in Copilot in PowerPoint about how creating a new presentation will replace existing slides

Edit the presentation to suit your needs, ask Copilot to add a slide , organize your presentation, or add images.

Create a presentation from a file with Copilot

Note:  This feature is only available to customers with a Copilot for Microsoft 365 (work) license. It is not currently available to customers with a Copilot Pro (home) license.

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With Copilot in PowerPoint, you can create a presentation from an existing Word document. Point Copilot in PowerPoint to your Word document, and it will generate slides, apply layouts, create speaker notes, and choose a theme for you.

Screenshot of the Copilot in PowerPoint prompt menu with Create a presentation from file option highlighted

Select the Word document you want from the picker that appears. If you don't see the document you want, start typing any part of the filename to search for it.

Note:  If the file picker doesn't appear type a front slash (/) to cause it to pop up.

Best practices when creating a presentation from a Word document

Leverage word styles to help copilot understand the structure of your document.

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Include images that are relevant to your presentation

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Start with your organization’s template

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How-To Geek

6 ways to create more interactive powerpoint presentations.

Engage your audience with cool, actionable features.

Quick Links

  • Add a QR code
  • Embed Microsoft Forms (Education or Business Only)
  • Embed a Live Web Page
  • Add Links and Menus
  • Add Clickable Images to Give More Info
  • Add a Countdown Timer

We've all been to a presentation where the speaker bores you to death with a mundane PowerPoint presentation. Actually, the speaker could have kept you much more engaged by adding some interactive features to their slideshow. Let's look into some of these options.

1. Add a QR code

Adding a QR code can be particularly useful if you want to direct your audience to an online form, website, or video.

Some websites have in-built ways to create a QR code. For example, on Microsoft Forms , when you click "Collect Responses," you'll see the QR code option via the icon highlighted in the screenshot below. You can either right-click the QR code to copy and paste it into your presentation, or click "Download" to add it to your device gallery to insert the QR code as a picture.

In fact, you can easily add a QR code to take your viewer to any website. On Microsoft Edge, right-click anywhere on a web page where there isn't already a link, and left-click "Create QR Code For This Page."

You can also create QR codes in other browsers, such as Chrome.

You can then copy or download the QR code to use wherever you like in your presentation.

2. Embed Microsoft Forms (Education or Business Only)

If you plan to send your PPT presentation to others—for example, if you're a trainer sending step-by-step instruction presentation, a teacher sending an independent learning task to your students, or a campaigner for your local councilor sending a persuasive PPT to constituents—you might want to embed a quiz, questionnaire, pole, or feedback survey in your presentation.

In PowerPoint, open the "Insert" tab on the ribbon, and in the Forms group, click "Forms". If you cannot see this option, you can add new buttons to the ribbon .

As at April 2024, this feature is only available for those using their work or school account. We're using a Microsoft 365 Personal account in the screenshot below, which is why the Forms icon is grayed out.

Then, a sidebar will appear on the right-hand side of your screen, where you can either choose a form you have already created or opt to craft a new form.

Now, you can share your PPT presentation with others , who can click the fields and submit their responses when they view the presentation.

3. Embed a Live Web Page

You could always screenshot a web page and paste that into your PPT, but that's not a very interactive addition to your presentation. Instead, you can embed a live web page into your PPT so that people with access to your presentation can interact actively with its contents.

To do this, we will need to add an add-in to our PPT account .

Add-ins are not always reliable or secure. Before installing an add-in to your Microsoft account, check that the author is a reputable company, and type the add-in's name into a search engine to read reviews and other users' experiences.

To embed a web page, add the Web Viewer add-in ( this is an add-in created by Microsoft ).

Go to the relevant slide and open the Web Viewer add-in. Then, copy and paste the secure URL into the field box, and remove https:// from the start of the address. In our example, we will add a selector wheel to our slide. Click "Preview" to see a sample of the web page's appearance in your presentation.

This is how ours will look.

When you or someone with access to your presentation views the slideshow, this web page will be live and interactive.

4. Add Links and Menus

As well as moving from one slide to the next through a keyboard action or mouse click, you can create links within your presentation to direct the audience to specific locations.

To create a link, right-click the outline of the clickable object, and click "Link."

In the Insert Hyperlink dialog box, click "Place In This Document," choose the landing destination, and click "OK."

What's more, to make it clear that an object is clickable, you can use action buttons. Open the "Insert" tab on the ribbon, click "Shape," and then choose an appropriate action button. Usefully, PPT will automatically prompt you to add a link to these shapes.

You might also want a menu that displays on every slide. Once you have created the menu, add the links using the method outlined above. Then, select all the items, press Ctrl+C (copy), and then use Ctrl+V to paste them in your other slides.

5. Add Clickable Images to Give More Info

Through PowerPoint's animations, you can give your viewer the power to choose what they see and when they see it. This works nicely whether you're planning to send your presentation to others to run through independently or whether you're presenting in front of a group and want your audience to decide which action they want to take.

Start by creating the objects that will be clickable (trigger) and the items that will appear (pop-up).

Then, select all the pop-ups together. When you click "Animations" on the ribbon and choose an appropriate animation for the effect you want to achieve, this will be applied to all objects you have selected.

The next step is to rename the triggers in your presentation. To do this, open the "Home" tab, and in the Editing group, click "Select", and then "Selection Pane."

With the Selection Pane open, select each trigger on your slide individually, and rename them in the Selection Pane, so that they can be easily linked to in the next step.

Finally, go back to the first pop-up. Open the "Animations" tab, and in the Advanced Animation group, click the "Trigger" drop-down arrow. Then, you can set the item to appear when a trigger is clicked in your presentation.

If you want your item to disappear when the trigger is clicked again, select the pop-up, click "Add Animation" in the Advanced Animation group, choose an Exit animation, and follow the same step to link that animation to the trigger button.

6. Add a Countdown Timer

A great way to get your audience to engage with your PPT presentation is to keep them on edge by adding a countdown timer. Whether you're leading a presentation and want to let your audience stop to discuss a topic, or running an online quiz with time-limit questions, having a countdown timer means your audience will keep their eye on your slide throughout.

To do this, you need to animate text boxes or shapes containing your countdown numbers. Choose and format a shape and type the highest number that your countdown clock will need. In our case, we're creating a 10-second timer.

Now, with your shape selected, open the "Animations" tab on the ribbon and click the animation drop-down arrow. Then, in the Exit menu, click "Disappear."

Open the Animation Pane, and click the drop-down arrow next to the animation you've just added. From there, choose "Timing."

Make sure "On Click" is selected in the Start menu, and change the Delay option to "1 second," before clicking "OK."

Then, with this shape still selected, press Ctrl+C (copy), and then Ctrl+V (paste). In the second box, type 9 . With the Animation Pane still open and this second shape selected, click the drop-down arrow and choose "Timing" again. Change the Start option to "After Previous," and make sure the Delay option is 1 second. Then, click "OK."

We can now use this second shape as our template, as when we copy and paste it again, the animations will also duplicate. With this second shape selected, press Ctrl+C and Ctrl+V, type 8 into the box, and continue to do the same until you get to 0 .

Next, remove the animations from the "0" box, as you don't want this to disappear. To do this, click the shape, and in the Animation Pane drop-down, click "Remove."

You now need to layer them in order. Right-click the box containing number 1, and click "Bring To Front." You will now see that box on the top. Do the same with the other numbers in ascending order.

Finally, you need to align the objects together. Click anywhere on your slide and press Ctrl+A. Then, in the Home tab on the ribbon, click "Arrange." First click "Align Center," and then bring the menu up again, so that you can click "Align Middle."

Press Ctrl+A again to select your timer, and you can then move your timer or copy and paste it elsewhere.

Press F5 to see the presentation in action, and when you get to the slide containing the timer, click anywhere on the slide to see your countdown timer in action!

Now that your PPT presentation is more interactive, make sure you've avoided these eight common presentational mistakes before you present your slides.

How to Sort String Date Values on a Power BI Slicer Visual

By: Kenneth A. Omorodion   |   Updated: 2024-05-16   |   Comments   |   Related: > Power BI

Sorting values on a Power BI visual is a common requirement for reporting. For example, it is standard practice to sort months from January to December when months are represented in a visual. This might also be required in a slicer visual. In both cases, it is easy to sort when it's a continuous value, like months, years, quarters, or alphabetically.

However, in Power BI, business users might require a slicer visual with string values to be ordered in a way that makes it easier for them to make a slicer selection based on what they want to view on a report page. The issue here is that string values are not continuous in nature, and we cannot leverage the usual sorting approaches. This tip will demonstrate this problem and an approach to resolve it.

Review the image below. It contains string date values. Power BI does not see them as a continuous value when sorting by both Fiscal Year and Month at the same time.

Date string slicer without ordering

The image below shows what we would like to achieve: sorted values assuming the fiscal year starts in April each year.

Desired Date string slicer with ordering


Consider the sample dates table below. To create a " FiscalMonthString " column (like the image above), you first need to create a " FiscalYear " column, then concatenate it with the " MonthName ".

The steps to achieve this requirement include:

  • Add a Fiscal Year column to the dates table.
  • Add a Fiscal Month number column to the dates table.
  • Create and add a column for concatenated Fiscal Year and Fiscal Month Number.
  • Add a sorting column based on a logic.

Sample date table with 4 columns

Step 1: Add a Fiscal Year Column to the Dates Table

The DAX code below can help create a " FiscalYear " column assuming the fiscal year start month is April each year:

The dates table should now look like the image below.

Fiscal Year column added to dates table.

Step 2: Add a Fiscal Month Number Column to the Dates Table

To add a Fiscal Month Number column, use the simple DAX code below:

Fiscal Month Number column added to dates table.

Step 3: Create and Add a Column of Concatenated Fiscal Year and Fiscal Month Number

To do this, use the DAX code below:

The output of this column is below:

Fiscal Month string column added to dates table.

If the " FiscalMonthString " is used in a slicer, it will not automatically sort as expected; it will look like the image below. However, the requirement is for the values to sort based on the Fiscal Year and Month at the same time.

Fiscal Month String used in slicer visual without ordering

As you can see, the values are not in any particular order, and it becomes even worse with more dates available on the dates table. Most users will initially try to sort the values by clicking on the ellipses at the top-right of the slicer visual and selecting " FiscalMonthString " and " Sort descending " (see below). But that won't work either, as it only sorts the months in alphabetical order.

Testing the ordering using default methods

Another approach that will not work is to sort it by the Month Number column, as seen below. This is sorting by Month Number only and does not consider the most recent month based on the current fiscal year.

Testing the ordering using default methods 2

So, what is a good approach to solve this business requirement? This takes us to Step 4.

Step 4: Add a Sorting Column Based on a Logic

In this step, you apply a logic while creating a column in DAX:

The above DAX code simply creates a new column called " IsSortingCol ", by pulling the " FiscalYear " and multiplying it by 100 for separation purposes and combining it with the " FiscalMonthNumber " numeric value.

The output of the above DAX code is as seen in the dates table below.

Adding a Is Sorting Column to the dates table

Now, we are ready to sort the values on the slicer again using this new " IsSortingCol " column. To do this, select the slicer visual first and click on the column name within the table. Next, on the " Sort by column " dropdown within the top ribbon, select " IsSortingCol " from the list, as seen in the image below.

How to use the Is Sorting column for sorting the string values on the slicer visual

As you can see, the slicer visual is now accurately sorted as required.

An end product showing sorted Date String values on the slicer visual.

In this tip, we have successfully demonstrated an approach to sort string columns on a slicer visual in Power BI. It would be great to hear from others regarding how they have approach this in their own experience. Although this might not be a common requirement in designing a report in Power BI, I personally have had this requested on multiple occasions across multiple projects.

  • See this YouTube video from Leila Gharani, Power BI Slicers - A Step-by-Step Tutorial for All Types to Improve Data Analysis .
  • Read more on Slicers in Power BI .
  • Read this article: How to Create Date Dimension Tables from Text Columns .

Learn more about Power BI in this 3 hour training course.

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    10. Difference between Power BI Desktop andWeb Service Desktop You cannot share the report or Dashboard. You can write DAX (DataAnalysis Expressions)Queries to create Calculated columns and measures. Many types of Data sources available. You can apply relationships between multiple data sources. More features are present. Web Service You can share the report and Dashboard. You cannot write DAX ...

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    Then, with this shape still selected, press Ctrl+C (copy), and then Ctrl+V (paste). In the second box, type 9. With the Animation Pane still open and this second shape selected, click the drop-down arrow and choose "Timing" again. Change the Start option to "After Previous," and make sure the Delay option is 1 second.

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    You need high-quality business presentation software to take your slides to the next level. Some of the best presentation software include Visme, Haiku Deck, Prezi, Microsoft Powerpoint, Canva and Google Slides. In this comparison guide, we'll analyze each of these tools and many more to understand what the difference is between them so you ...

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