
Key Challenges
• Enable users to build reports using multiple business intelligence (BI) sources.
• Create filters to set global parameters that are reflected in all reports.
• Create structured report navigation.
Dealing with the Proliferation of BI Platforms
Organizations increasingly rely on BI reporting to analyze up-to-the-minute sales and marketing data. Most organizations address their analytics needs on a piecemeal basis. Companies often develop reports on HTML5, Power BI, Tableau, and other platforms simultaneously. Creating custom reports is difficult due to multiple platforms. If an account executive needs a custom report, the executive typically must rely on programmers to create the reports.We created a tool that allows nonprogrammers to create custom reports. With our Power BI Global Filter, users can navigate between reports from various platforms, create custom reports, and filter results. Our Global Filter tool screens reports based on job roles, ensuring relevant data is easy to find. Our tool also allows users to share default views of reports. Recipients of the report then immediately know what information to focus on.

Using Our Power BI Global Filter
Users begin by selecting their job role (Figure 1). Global Filter then refines the results and displays only reports relevant to the selected role.![]() |
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 |