How do you set up paginated reports for printable pixel-perfect exports in Power BI

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How do you set up paginated reports for printable, pixel-perfect exports in Power BI?

For a reporting project, I’m required to create printable, pixel-perfect exports of reports, such as invoices or statements, for stakeholders. I’m looking for a detailed process to set up paginated reports in Power BI, including considerations for layout, formatting, and deployment within the Power BI ecosystem.
Nov 20, 2024 in Power BI by Evanjalin
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To create pixels-perfect, printable paginated reports in Power BI, one should turn to the Power BI Report Builder. These reports are useful for creating and formatting reports that need to be printed or converted into PDF documents, such as invoices or statements. Here is how to perform this in a few steps:

Step 1: Get the Power BI Report Builder Application

Download and install the Power BI Report Builder, as it is a standalone application intended to create paginated reports. You may obtain it from the Microsoft platform or under the Power BI Service within the Paginated Reports section.

Step 2: Connect to Your Data Source

Open Power BI Report Builder to learn how to connect Power BI Report Builder to the data source and connect to your data source. Power BI datasets, SQL servers, and other data sources, including Azure SQL Database, among others, can be used. In order to prepare the information for the report, please use the Data Source and Data Set options to create and arrange the data that is required for the report within the body of the report.

Stage 4: Set Up Data Regions & Banding

In order to manage information properly, it is advisable to set up data regions, e.g., tables or lists. Where, and if necessary, Ichtova applies grouping and sorting to arrange your data more reasonably. For example, invoices may be designed by customers or transaction dates, and special groups may be formed.

Stage 5: Use of Various Formatting Functions To do proper formatting, use the Properties Pane.

This helps you choose the right font, color, border, and alignment to give your document a business appearance. Also, use condition formatting if you need some indicators based on data values. Always ensure that you do a report preview to check if the alignment and formatting are as they should be.

Stage 6: Add Parameters for Interactivity

Having said that, if the users need flexibility, include parameters to filter or adjust the outputs according to their own or the stakeholders’ preferences. For example, DATES or CUSTOMER ID input can also be incorporated using parameters. Test the parameters to ascertain that the outcome is as intended. Darra filtration.

Step 7: Assess and Approve

In the case of a Power BI Report Builder, a report has to be checked for how well it fits into pages. Correcting any issues in spaces or alignment.

Step 8: Integration with the Power BI Software

After the report's design is completed and approved, it can be shared through the Power BI Service. On the workspace section of Power BI, load in the .rdl document (the file format for paginated reports). It is also important to set up roles to give only the right people access to the report.

Step 9: Issue Duplicate Report

Relevant stakeholders can view and export paginated reports through the Power BI Service. They can also save the reports in PDF, Excel, or any other format suitable for print and distribution.

After implementing the above steps, you will generate paginated reports that are easy to read, attractive structurally and contextually, and appropriate for printing or exporting. Make sure you analyze the needs of the stakeholders by collecting their views about the report layout from time to time.

answered Nov 20, 2024 by pooja
• 21,730 points

edited Mar 6

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