Connect - Power BI Reports

Connect - Power BI Reports

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Info
The images below are for demonstration purposes only and do not contain real data.

Viewing and Filtering Reports


Connect includes a Power BI integration, allowing us to share key reports with you. You can access them from the Power BI menu on the left.

The available reports appear in the drop-down menu:


  1. The upper section displays data using bar charts and pie charts:



  2. The lower section presents the same data in table format. This area may include multiple tabs, selectable at the bottom.
    1. Click a column header to sort the data.
    2. Click again to reverse the sort order:



  3. Click an item in the chart or table (e.g. a Property Manager name) to filter the view:



  4. Click the same item again to remove the filter and show all data.

Using the Filter Pane


  1. The Filter Pane is located on the right-hand side of the screen.
    1. Not all reports include filters — if available, you can reveal them by clicking the double arrows:



  2. Click into a blank area of a chart or a tab at the bottom of a table to refresh the view and check for filters related to that section:






  1. If there are many available filters and you are looking for a specific one, type in part of the name of that filter in the top Search box to locate it:





  2. To use a filter, click the downward arrow and either search or select an option from the list:



  3. To clear a filter, click the eraser icon:


More Options - Hovering Over Visuals


  1. Hover over a visual (such as a chart or table) to reveal additional options in its top right corner:



  2. The filter icon highlights when filters are in use and shows which ones have been applied on the right-hand side:



  3. The focus mode icon lets you expand the chart or table for a closer view:

  1. Click Back to report to return to the full view:



  1. Click the More Options icon (three dots) to see options such as::
    1. Export data (for more, see the Exporting a Report section),
    2. Show as a table: display the visual in table format
    3. Spotlight: highlight this visual by dimming others
    4. Sort axis/legend: choose what to sort by and sort order
Info
Options may vary depending on the visual.





Exporting a Report


You can export data by clicking the More Options icon (three dots) on the visual you want to export:


  1. Click the three dots and select Export data. 
  2. Choose a File format: Excel (.xlsx) or CSV (.csv).
  3. Click Export:



More Options - Right-Clicking on Items within Visuals


  1. Right-click on a chart item to see more options:
    1. Show data point as table: View the selected item in table format.
    2. Show as a table: View the whole visual in table format.
    3. Include: Show only this item in the report.
    4. Exclude: Hide this item from the report.
    5. Drill through: Jump to a detailed report page filtered for the selected item.
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Filters applied with Include or Exclude can be removed in the Filter Pane:


  1. Right-clicking a row in a table provides the same options, plus a Copy option:



    1. Select Copy Value to only copy the value in the cell you clicked on.

    2. Select Copy selection to copy the whole row you clicked on.

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