Session

Power BI, Excel and Paginated Reports – better together

Speaker Submission: Meeting Diverse Reporting Needs with Excel, Power BI, and Paginated Reports

Introduction:
In today's data-driven world, it's no secret that effective reporting is essential for successful decision-making. However, not all users have the same reporting preferences. Some prefer Excel, others prefer Power BI, and some require printed versions of the data. The good news is that recent updates to Excel, Power BI, and Paginated Reports allow for more integration and flexibility in meeting these reporting needs.

In this session, we will explore different ways to leverage the strengths of Excel, Power BI, and Paginated Reports to create powerful and insightful reporting solutions that cater to all users' needs.

Key Takeaways:

1. Understanding the strengths of Excel, Power BI, and Paginated Reports
We will begin by examining the unique features and benefits of each tool. Excel is a versatile and widely used tool for data analysis, while Power BI provides robust data visualization and exploration capabilities. Paginated Reports are optimized for printing and generating PDFs, making them ideal for users who require printed versions of the data.

2. Combining the strengths of Excel, Power BI, and Paginated Reports
By combining the strengths of these tools, we can create more powerful and insightful reporting solutions. For example, we can use Power BI datasets to create dynamic Excel files that offer different reporting capabilities. This approach ensures that users can access the same data in a format that suits their individual preferences. We will also show how these different reports can be combined within an App to allow easy access to each reporting method.

3. Creating dynamic Excel files using Power BI datasets
We will run through the step-by-step process of using Power BI datasets to create dynamic Excel files. This approach allows users to leverage the power of Power BI's data exploration and visualization capabilities while still accessing the data in a format that they are familiar with. This technique provides a significant advantage for users who require customized or ad hoc reports.

4. Leveraging Paginated Reports for printing and generating PDFs
We will also explore the benefits of using Paginated Reports for users who require printed versions of the data. Paginated Reports offer optimized layouts for printing and generating PDFs, making them ideal for users who need to distribute reports to stakeholders who require hard copies of the data. We will show how to build reports within the Power BI service and then how to customise in Report Builder.

Conclusion:

By combining the strengths of Excel, Power BI, and Paginated Reports, we can create more powerful and insightful reporting solutions that cater to all users' needs. Attendees of this session will leave with a comprehensive understanding of how to leverage the strengths of each tool to create effective reporting solutions that enable better decision-making.

Our goal is to provide attendees with the knowledge and tools they need to meet the diverse reporting needs of their organizations and stakeholders. Join us for an informative and engaging session that will help you take your reporting to the next level.

(50 mins) although can be scaled down to (20 mins)

Sue Bayes

Director, Databayes Ltd

Plymouth, United Kingdom

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