
Key Challenges
• Create structured navigation of Power BI reports.
• Allow users to build reports from multiple Power BI sources (individual charts or whole reports).
• Create unique experiences for individual users by pulling charts from different dashboards or reports (or individual visuals).
• Create global filters where users can save a parameter once and every report will show only data for that parameter.
Business Case
The more Power BI reports an organization creates, the more difficult navigation becomes for users. Enterprise-level Power BI users often search through hundreds of reports, many of which are not applicable to their job duties. Power BI web navigation improves usability but requires a pro license for each user. With out-of-the-box non-pro license implementations, users cannot share default views of reports or create dashboards that span multiple sources.We addressed these issues by creating a framework that lets non-pro license users define their experiences based on job role. For example, account executives should be able to see a specific list of reports tailored to their needs. Executives should also be able to create their own custom rules to further improve the navigation experience.
Solution
We created a custom app that tailors users’ Power BI experience to their individual needs, allowing for easy navigation and the creation of custom reports.
Key Highlights
• Role-based filtering rules.
• N-level hierarchical navigation.
• Customizable metadata.
• Users can create custom reports without the help of developers.
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Figure 1: Role selection prompt |
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Figure 2: Navigation screen |
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Figure 3: Navigation customization |
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Figure 4: Custom report creation |
Business Outcome
Our custom global filter enhances the Power BI user experience with intuitive navigation, filters, custom report creation, and content that is tailored to each user.Outcome Highlights
• Significantly reduced costs by minimizing the need for pro licenses.
• Improved productivity by displaying the most relevant reports.
• Reduced costs by allowing administrators to make custom reports without the need for developers.
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