SlideShare a Scribd company logo
1
2
Hundreds of resources
Visit the Resource Library
on the Senturus website
to download this presentation
and explore other assets:
senturus.com/resources
2
Patrick Powers
3
•Data Scientist, Consultant and Trainer
Senturus, Inc.
Michael Weinhauer
Director
Senturus, Inc.
Introductions
4
Topics
• Challenges of report authoring​
• What are paginated reports?​
• Data sources and
paginated reporting​
• Building a paginated report​
• Static versus interactive reporting​
• Publishing reports​
• Report Builder licensing
4
Demo:
Creating a paginated report​
Agenda
•Introductions​
•Discussion of paginated reports​
•Demos
•Senturus overview​
•Additional resources​
•Q&A
5
Enjoy the full webinar presentation
This slide deck is from the webinar Power BI Report Builder
& Paginated Reports
To view the FREE video recording and download this deck,
go to https://senturus.com/resources/power-bi-report-builder-
paginated-pixel-perfect-reports/
6
Challenges of report authoring
• Too often, users want you to recreate what they already are
used to using
• This means figuring out how to replicate Excel spreadsheets,
paper forms, etc
• In most tools, especially modern tools focused on visualizations,
this can be a challenge
7
Challenges of report authoring
A modern style dashboard can be too graphical to meet the
needs of some users and situations.
8
What are paginated reports?
• Paginated reports are designed to be printed or shared
• They're called paginated because they're formatted to fit
well on a page
• They display all the data in a table, even if the table spans
multiple pages
9
What are paginated reports?
• Called pixel perfect because you can
control their report page layout exactly
• Power BI Report Builder is the standalone
tool for authoring paginated reports for
the Power BI service
10
Use cases of paginated reports
• Paginated reports can solve many problems for an
organization
• Beyond just printing and sharing in a traditional way, these
reports can be used for:
• Kiosk displays
• Reports with non-standard layouts
• Public distribution
11
Use cases of paginated reports
• Examples of paginated reports can be seen in reports that
provide:
• Summary information
• Publicly shared data
• Fiduciary reports
12
Data sources and paginated reports
• A single paginated report can have a number of different data sources, it
doesn't have an underlying data model, unlike Power BI reports
• For the initial release of paginated reports in the Power BI service, you
create embedded data sources and datasets in the report itself
• Reports are created in Report Builder on your local computer
• If a report connects to on-premises data, after you upload the report to the
Power BI service, you need to create a gateway and redirect the data
connection
13
Data sources and paginated reports
Here are the data sources you can connect to at this time:
• Azure SQL Database and Data Warehouse (via Basic and oAuth)
• Azure Analysis Services (via SSO)
• SQL Server via a gateway
• SQL Server Analysis Services via a gateway
• Power BI Datasets
• Oracle
• Teradata
14
Building a paginated report
• Matrix reports, like cross-tab or
PivotTable reports, are good for
summarized data
• Charts give us data in a graphical
format, and free form list reports
work for everything else
• Free form lists work well with
invoices or similar layouts
15
Building a paginated report
• You can start with one of the Report Builder wizards
• The Table, Matrix, and Chart wizards walk you through creating
the embedded data source connection and embedded dataset
• Then you drag and drop fields to create a dataset query, select
a layout and style, and customize your report
16
Building a paginated report
• With the Map wizard, you create reports that display
aggregated data against a geographic or geometric background
• Map data can be spatial data from a Transact-SQL query or an
Environmental Systems Research Institute, Inc. (ESRI)
shapefile
• You can also add a Microsoft Bing map tile background
17
Static versus interactive reporting
• Remember, this type of report is designed for print or sharing
usage as well as targeted situations
• These types of reports (at this time) cannot be used for things
like drillthrough definitions, document maps or pinning to Power
BI dashboards
• Reports can be subscribed to as well as exported to a number
of formats including HTML, MHTML, PDF, XML, CSV, TIFF,
Word and Excel
18
Publishing a report
• In the Power BI service, you can use the deployment pipeline
tool with paginated reports
• Deployment pipelines let you develop and test your Power BI
paginated reports before you release them to your users
• The tool is a pipeline with three stages:
• Development
• Test
• Production
19
Report Builder licensing options
• Publishing a paginated report is a Power BI Premium
• Without a Pro license you can publish and share paginated
reports in your My Workspace or in workspaces, as long as
the workspace is in a Power BI Premium capacity
• The paginated reports workload is available on P1 – P3
SKUs
• You may also use it with A4 – A6 SKUs for embed or
test/dev scenarios
20
See these Power BI demos
21
Creating a paginated report
• Adding a data source
• Designing a layout
• Adding data
at https://senturus.com/resources/power-bi-report-builder-paginated-pixel-
perfect-reports/
Moving Power BI beyond the desktop
•Get Automation. Accuracy. Speed. Shareable dashboard
reporting.
•Senturus can help you achieve successful self-service
analytics. We’ll transition you to a scalable Power BI
solution with enterprise-class performance.
•https://senturus.com/power-bi-desktop-to-enterprise/
22
Your path to modern BI
Accelerating self-service analytics
for the enterprise
23
Decisions and actions
Business needs
Bridging the gap
24
Analysis-ready data
Full spectrum of BI services
• Data preparation and modern data warehousing
• Dashboards, reporting and visualizations in Power BI,
Cognos and Tableau
• Hybrid BI environments (migrations, security, etc.)
• Software to accelerate bimodal BI and migrations
• BI services and support retainer (expertise on demand)
• Training and mentoring
25
A long, strong history of success
• 20+ years
• 1350+ clients
• 3000+ projects
26
Expand your knowledge
Find more resources
on the Senturus website
senturus.com/senturus-resources
27
Upcoming events
•What’s New in Cognos 11.2.0
•Demos and Q&A with IBM Offering Manager
•Thursday, Apr. 22, 2021, 11am PT/2pm ET
•Power BI Report Builder & Paginated Reports
•Using Power BI for printed, pixel-perfect reporting
•Thursday, May 13, 2021, 11am PT/2pm ET
•Easily Connect Power BI & Tableau to Cognos
•Senturus Analytics Connector Demo
•Thursday, May 20, 2021, 11am PT/2pm ET
28
Complete BI training
29
Instructor-led online courses Self-paced learning
Mentoring
Tailored group sessions
Additional resources from Senturus
30
Insider viewpoints
Technical tips
Unbiased product reviews
Product demos Upcoming events
More on this subject
© 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc.
www.senturus.com 888 601 6010 info@senturus.com
Thank You

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Power BI Report Builder & Paginated Reports

  • 1. 1
  • 2. 2 Hundreds of resources Visit the Resource Library on the Senturus website to download this presentation and explore other assets: senturus.com/resources 2
  • 3. Patrick Powers 3 •Data Scientist, Consultant and Trainer Senturus, Inc. Michael Weinhauer Director Senturus, Inc. Introductions
  • 4. 4 Topics • Challenges of report authoring​ • What are paginated reports?​ • Data sources and paginated reporting​ • Building a paginated report​ • Static versus interactive reporting​ • Publishing reports​ • Report Builder licensing 4 Demo: Creating a paginated report​
  • 5. Agenda •Introductions​ •Discussion of paginated reports​ •Demos •Senturus overview​ •Additional resources​ •Q&A 5
  • 6. Enjoy the full webinar presentation This slide deck is from the webinar Power BI Report Builder & Paginated Reports To view the FREE video recording and download this deck, go to https://senturus.com/resources/power-bi-report-builder- paginated-pixel-perfect-reports/ 6
  • 7. Challenges of report authoring • Too often, users want you to recreate what they already are used to using • This means figuring out how to replicate Excel spreadsheets, paper forms, etc • In most tools, especially modern tools focused on visualizations, this can be a challenge 7
  • 8. Challenges of report authoring A modern style dashboard can be too graphical to meet the needs of some users and situations. 8
  • 9. What are paginated reports? • Paginated reports are designed to be printed or shared • They're called paginated because they're formatted to fit well on a page • They display all the data in a table, even if the table spans multiple pages 9
  • 10. What are paginated reports? • Called pixel perfect because you can control their report page layout exactly • Power BI Report Builder is the standalone tool for authoring paginated reports for the Power BI service 10
  • 11. Use cases of paginated reports • Paginated reports can solve many problems for an organization • Beyond just printing and sharing in a traditional way, these reports can be used for: • Kiosk displays • Reports with non-standard layouts • Public distribution 11
  • 12. Use cases of paginated reports • Examples of paginated reports can be seen in reports that provide: • Summary information • Publicly shared data • Fiduciary reports 12
  • 13. Data sources and paginated reports • A single paginated report can have a number of different data sources, it doesn't have an underlying data model, unlike Power BI reports • For the initial release of paginated reports in the Power BI service, you create embedded data sources and datasets in the report itself • Reports are created in Report Builder on your local computer • If a report connects to on-premises data, after you upload the report to the Power BI service, you need to create a gateway and redirect the data connection 13
  • 14. Data sources and paginated reports Here are the data sources you can connect to at this time: • Azure SQL Database and Data Warehouse (via Basic and oAuth) • Azure Analysis Services (via SSO) • SQL Server via a gateway • SQL Server Analysis Services via a gateway • Power BI Datasets • Oracle • Teradata 14
  • 15. Building a paginated report • Matrix reports, like cross-tab or PivotTable reports, are good for summarized data • Charts give us data in a graphical format, and free form list reports work for everything else • Free form lists work well with invoices or similar layouts 15
  • 16. Building a paginated report • You can start with one of the Report Builder wizards • The Table, Matrix, and Chart wizards walk you through creating the embedded data source connection and embedded dataset • Then you drag and drop fields to create a dataset query, select a layout and style, and customize your report 16
  • 17. Building a paginated report • With the Map wizard, you create reports that display aggregated data against a geographic or geometric background • Map data can be spatial data from a Transact-SQL query or an Environmental Systems Research Institute, Inc. (ESRI) shapefile • You can also add a Microsoft Bing map tile background 17
  • 18. Static versus interactive reporting • Remember, this type of report is designed for print or sharing usage as well as targeted situations • These types of reports (at this time) cannot be used for things like drillthrough definitions, document maps or pinning to Power BI dashboards • Reports can be subscribed to as well as exported to a number of formats including HTML, MHTML, PDF, XML, CSV, TIFF, Word and Excel 18
  • 19. Publishing a report • In the Power BI service, you can use the deployment pipeline tool with paginated reports • Deployment pipelines let you develop and test your Power BI paginated reports before you release them to your users • The tool is a pipeline with three stages: • Development • Test • Production 19
  • 20. Report Builder licensing options • Publishing a paginated report is a Power BI Premium • Without a Pro license you can publish and share paginated reports in your My Workspace or in workspaces, as long as the workspace is in a Power BI Premium capacity • The paginated reports workload is available on P1 – P3 SKUs • You may also use it with A4 – A6 SKUs for embed or test/dev scenarios 20
  • 21. See these Power BI demos 21 Creating a paginated report • Adding a data source • Designing a layout • Adding data at https://senturus.com/resources/power-bi-report-builder-paginated-pixel- perfect-reports/
  • 22. Moving Power BI beyond the desktop •Get Automation. Accuracy. Speed. Shareable dashboard reporting. •Senturus can help you achieve successful self-service analytics. We’ll transition you to a scalable Power BI solution with enterprise-class performance. •https://senturus.com/power-bi-desktop-to-enterprise/ 22
  • 23. Your path to modern BI Accelerating self-service analytics for the enterprise 23
  • 24. Decisions and actions Business needs Bridging the gap 24 Analysis-ready data
  • 25. Full spectrum of BI services • Data preparation and modern data warehousing • Dashboards, reporting and visualizations in Power BI, Cognos and Tableau • Hybrid BI environments (migrations, security, etc.) • Software to accelerate bimodal BI and migrations • BI services and support retainer (expertise on demand) • Training and mentoring 25
  • 26. A long, strong history of success • 20+ years • 1350+ clients • 3000+ projects 26
  • 27. Expand your knowledge Find more resources on the Senturus website senturus.com/senturus-resources 27
  • 28. Upcoming events •What’s New in Cognos 11.2.0 •Demos and Q&A with IBM Offering Manager •Thursday, Apr. 22, 2021, 11am PT/2pm ET •Power BI Report Builder & Paginated Reports •Using Power BI for printed, pixel-perfect reporting •Thursday, May 13, 2021, 11am PT/2pm ET •Easily Connect Power BI & Tableau to Cognos •Senturus Analytics Connector Demo •Thursday, May 20, 2021, 11am PT/2pm ET 28
  • 29. Complete BI training 29 Instructor-led online courses Self-paced learning Mentoring Tailored group sessions
  • 30. Additional resources from Senturus 30 Insider viewpoints Technical tips Unbiased product reviews Product demos Upcoming events More on this subject
  • 31. © 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc. www.senturus.com 888 601 6010 info@senturus.com Thank You

Editor's Notes

  1. The first question we usually get is “Can I get a copy of the presentation?” Absolutely! It’s available on Senturus.com. Select the Resources tab and then Resources Library. Or you can click the link that was just posted in the GoToWebinar Control panel. Be sure to bookmark the resource library. It has tons of valuable content addressing a wide variety of business analytics topics.
  2. Joining us today is…..Patrick Powers Patrick has 20 years of experience in business intelligence and data analytics. He’s one of our trainers, delivering classes on Power BI, Tableau and Cognos. His certifications include multiple programming languages, including Java and C++, and database certification (MS SQL).
  3. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  4. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  5. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  6. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  7. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  8. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  9. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  10. Data is everywhere and you can create a quick Tableau Dashboard using just about anything. But the old garbage in garbage out principal often applies…. And end of the day the data behind your dashboards needs to be accurate, informational and up to date. ??? Good data is an absolute requirement to make accurate projections which in turn drives supply chains and helps people make informed decisions. Today we are really seeing how important good data is.
  11. What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
  12. What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
  13. What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
  14. What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
  15. What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
  16. What is “Good data” and what is “bad data” ? Often you don’t even know you have “bad data” until you use a tool like Tableau to expose the data. Some common issues uncovered when displaying data in Tableau: Wrong format – You may have you data going across like Jan Feb March sales numbers. Data in this format cant be easily aggregated . Multiple sources – you might have some HR data in one system and expense report data in another it can be harder than you think to join sources Granularity – you might have actual sales down to the day but you budget is by quarter this is different granularity and can give you the wrong results in your visualizations if you don’t deal with it properly. Analysis Friendly - Sometimes field names are not intuitive and dates are not in the correct format to let Tableau do its job in creating automatic date hierarchies. This is especially true if you are dealing with transactional systems. Outliers and data “mistakes” – Often, it isn’t until you display your data in something like Tableau that you noticed the problems, someone leaves off a few zeros, a date is in the wrong format, abbreviations are not consistent i.e. CA vs Calif vs California.
  17. At Senturus we concentrate our expertise on business intelligence with a depth of knowledge across the entire BI stack.
  18. At Senturus, our clients know us for providing clarity from the chaos of complex business requirements, disparate data sources and constantly moving targets. We have made a name for ourselves because of our strength at bridging the gap between IT and business users. We deliver solutions that give you access to reliable, analysis-ready data across the organization so you can quickly and easily get answers at the point of impact: the Decisions you Make and Actions you Take.
  19. Our consultants are leading experts in the field of analytics, with years of pragmatic, real-world expertise and experience advancing the state-of-the-art. We’re so confident in our team and our methodology that we back our projects with a 100% money back guarantee that is unique in the industry.
  20. We have been focused exclusively on Business Analytics for 20 years. (2001 start) We have worked across the spectrum from Fortune 500 to mid market, we have solved business problems across many industries and function areas including in the office of finance, sales and marketing, manufacturing, operations, HR and IT Our team is large enough to meet all your business analytics needs yet small enough to provide personal attention.
  21. Senturus has 100s of free resources on our website, from webinars on all things BI, to our fabulous up-to-the-minute, easily consumable blogs.
  22. We provide training in the three top BI platforms. We are ideal for organizations running multiple platforms or those moving from one to another. We can provide training in many modes and can mix and match to suit your user community.
  23. Senturus provides 100s of free resources on our website. We have been committed to sharing our BI expertise for over a decade.