Power BI – Useful Information

Published: 2nd August 2019

Step 1

When you first log into Power BI, you may want to find specific information but you might not be sure which App it is held in.

You can type what you’re looking for in the Search bar on the top right of the Home page. If a result pops up, you can click on it to go straight to that report. (You can only search for the names of reports, not the subsections within.)

Step 2

You can favourite any report by clicking the star in the top right. It’s similar to bookmarking a page in Chrome.

Now when you go back to Home, you should see an app with a gold star beside it in the Favourites and Frequents section.

Step 3

You may add comments to any report by clicking the Comments button in the top menu bar. Then when the comments box appears, you can type your comment and click Post.

You can tag anybody in the Comments field by typing @ and then their name. This could be someone who you feel should see this particular report, or perhaps if you have a question for Craig about the report. Please be aware all comments are publicly visible.

Step 4

If you want to export information from a report to Excel, simply hover over the visualisation until three dots appear in the bottom right:

Click on the three dots and select the option for Export Data.

You must choose Summarized data (underlying data is greyed out), and then a File format. Then click Export.