power bi to presentation

4 effective ways of connecting Power BI to PowerPoint

• Efficiency Tips , How to guides , Power BI

More and more financial professionals have been adopting Power BI, the Microsoft software that is revolutionizing data analysis for decision-making. With Power BI, teams can access interactive online dashboards, also known as dynamic reports, that allow them to explore their company’s data securely.

Nevertheless, the use of static reports is still necessary when it comes to:

• Isolating specific information (removing confidential or irrelevant data)
• Analyzing, comparing or restoring data from a new angle
• Commenting on data
• Working on the formatting in new tables and graphs
• Sharing figures with people unfamiliar with Power BI

PowerPoint remains the best tool in the Microsoft Office suite for presentations and static reports, whether internal (ExCo, accounting, retrospective reviews, monitoring indicators, monthly follow-up, etc.) or external (investment reports, commercial proposals or activity reports).

In this article, we’ll explain four different methods to export Power BI to PowerPoint that will help you tell more dynamic stories with your data.

Discover the four main ways to connect Power BI to PowerPoint – and the limitations of each.

Microsoft’s native export, copy-pasting between Power BI and PowerPoint,  or exporting Power BI via Excel all seem simple, but come with serious limitations.

UpSlide’s Power BI to PowerPoint Link, however, enables you to quickly access and import Power BI reports from within PowerPoint, and refresh the visual whenever data changes.

Option #1 – Native Microsoft export from Power BI to PowerPoint

As a Microsoft product, Power BI is compatible with the Office suite . Thanks to this, an easy way to export data is to use the native Export to PowerPoint function within Power BI online.

How to use Microsoft’s native PowerBI to PowerPoint export:

• Within PowerBI online, open a report published on one of your workspaces
• On your report, click  Export, then PowerPoint and choose whether you would like to export an image or embed the live data
• In the pop-up window, choose Current Values and then click on Export
• This will generate a PowerPoint file containing the pages of your report ready for you to download

Limitations of the native Power BI export:

The entire process takes place on Power BI online and forces you to cross-reference between the webpage and your PowerPoint presentation. This method generates a new PowerPoint file with the default neutral template, so the result will not comply with your graphic charter.

In addition, the pages of the Power BI report are converted into non-customizable images in a format that is often different to the PowerPoint template.

And finally, the data export process can be time-consuming.

Option #2 – Copy and paste a Power BI visual into PowerPoint

The second option to link from Power BI to PowerPoint is to copy and paste a visual from Power BI and paste it into PowerPoint. This is useful when you want to highlight some elements of a Power BI dashboard without downloading all the pages.

How to copy and paste Power BI visuals to PowerPoint:

• Open a PowerPoint file on your desktop
• Within Power BI online , open a report published on one of your workspaces
• In the popup window, click Copy to clipboard
• You can now return to your PowerPoint presentation and paste the visual on the slide of your choice

Limitations of copying and pasting Power BI visuals to PowerPoint:

Copy-pasting a static visual makes updating data a challenge. With this method, you can’t refresh the data from within PowerPoint and would have to return to Power BI and start the process over again whenever figures change. The visual remains an image accompanied by a text box detailing the “source” – this should be manually removed from your slide if you don’t need it.

Note : you can keep the hyperlink in the “notes” section to come back to this Power BI visual later.

Option #3 – Export Power BI data to PowerPoint via Excel

This third technique for linking Power BI to PowerPoint involves importing the Power BI data into Excel, where you can rework it before presenting it in PowerPoint.

It is sometimes necessary to export Power BI data to Excel for analysis or to create tables and graphs before inserting it into a PowerPoint presentation.

How to export your Power BI data to Excel and then PowerPoint:

• Within Power BI online, open a report published on one of your workspaces
• Select a visual, click on the “…” icon, then select Export data
• In the pop-up window, keep the default options (Summarized data and .xlsx file)
• Retrieve the raw data Excel file from your downloads
• Edit your table or chart in the Excel file, then link it to your PowerPoint presentation

Discover the quick and easy way to link Excel to PowerPoint >

Limitations of exporting Power BI data to Excel and PowerPoint:

Customizing the data in Excel before adding it to your PowerPoint can offer more flexibility than copy and paste. However, this technique is still time-consuming, and you must repeat the process each time your Power BI data evolves.

This last method does not allow you to filter or update your Power BI data from within PowerPoint.

Option #4 – UpSlide’s Power BI to PowerPoint Link

The advantages of upslide’s power bi to powerpoint link:.

UpSlide’s Power BI to PowerPoint Link is the easiest way to tell inspiring stories with your data. Access and import your Power BI reports directly from within PowerPoint without going through Power BI online. The link also allows you to export Power BI visuals to Word.

As your data changes over time, easily update one or more visuals in a few clicks using our Update Links button. Plus, you can edit the categorical slicer values for one or more visuals from a dedicated dropdown menu.

How to link Power BI to PowerPoint with UpSlide:

• Within the UpSlide ribbon in PowerPoint, click the Import Visual button
• Select a Power BI report from the pane that appears. Note: if this is your first export, you will have to log in to Power BI first
• Select your desired visual and click on the “…“ icon, then click Export to PowerPoint . If you want to export the full report, click directly on  Export Page  at the bottom of the window

Congratulations! You’ve successfully connected your Power BI report to your PowerPoint presentation.

Follow these steps to refresh your Power BI visuals directly from within your PowerPoint presentation:

• Within the UpSlide ribbon in PowerPoint, click the Update Links button
• In the pane that appears on the right, select the links you want to refresh
• Click on the Update button
• Just like that, you have updated the Power BI visuals in your presentation without leaving PowerPoint!

Want to narrow the dataset that applies to your visuals? You can also edit the categorical slicer values from within PowerPoint . Discover how >

To learn more about our Power BI to PowerPoint and Word Link, get in touch with a member of our team.

Which method will you use for your next Power BI to PowerPoint export?

Let us know by leaving a comment!

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Power BI Export to Power Point: Things You Need to Know

Exporting a Power BI report to PowerPoint is a good way of integrating these two tools together. The analytical power of Power BI combined with the commentary and presentation features of PowerPoint enables you to present your reports differently. You can export almost any Power BI report (limitations mentioned in this post) to PowerPoint, and then enhance the presentation of that from there. Exporting to PowerPoint, however, has some limitations which you need to be aware of before working with it. In this post, you will learn everything about export to PowerPoint feature if you want to learn more about Power BI, read Power BI book from Rookie to Rock Star .

How Export to PowerPoint works

This feature only works for reports at the moment. On top of the report, you can simply click on File option and select Export to PowerPoint. Note that this feature is still in preview mode at the time of writing this post, and it may be subject to changes.

Export to PowerPoint works very simple, and download a PPTX file for you. The file will include all pages of the report, plus a summary page. The summary page will include the name of the report, a link to the report, the time of refresh for the dataset, and the download time of the report.

The “downloaded at” time will be the time of the computer that the export to PowerPoint kicked off from there.

Visualizations on a page will be all exported as a big screenshot of each page.

Each report page will be a slide in PowerPoint, Not interactive, however, just screenshots. It means you cannot click on a visual or slicer and interact with it like a normal Power BI report.

What is the Main Advantage of Export to PowerPoint?

The main benefit of export to PowerPoint is getting the great features from both products: Commentary and presentation features of PowerPoint, combined with analytical and reporting feature of Power BI. After exporting to PowerPoint you can make changes in the presentation of slides as you want.

Limitations and Important Things to Know

Export to PowerPoint is a new feature and it has some limitations. Here is a list of limitations at the time of writing this post.

Number of Pages; Not more than 15

You cannot export to PowerPoint if you have more than 15 report pages. You will get an error such as below;

Custom Visuals: Only Certified Are supported

Some of the custom visuals won’t be shown after exporting to PowerPoint, and some of them will have a weird behavior after export to PowerPoint, like the screenshot below;

Certified custom visuals are supported fully: Example; Infographic Designer

List of all certified custom visuals are here:

https://docs.microsoft.com/en-us/power-bi/power-bi-custom-visuals-certified

ArcGIS is not supported

ArcGIS custom visuals are not supported at the time of writing this post.

R Visuals are not currently supported

Export to powerpoint can be disabled or limited.

Language Setting in Power BI

When you export to PowerPoint, it will use the default language settings in Power BI. If you want to change it, go to Power BI service, Settings, and again Settings, then Language configuration and apply the change you want.

Not for people outside of your organization

If you share the report/dashboard with someone outside of your organization, they cannot use the export to PowerPoint feature.

This feature is still in PREVIEW mode

The feature is still in preview mode, and subject to changes.

This was a very quick post about export to PowerPoint feature of Power BI. The export to PowerPoint brings two products together; Power BI and PowerPoint. The result of the combination of the two products is the analytical power of Power BI combined with presentation features of PowerPoint. However, the export to PowerPoint is still in preview mode, and have some limitations. in the comments below please let me know if you have any questions.

14 thoughts on “ Power BI Export to Power Point: Things You Need to Know ”

Plus hidden sheets will become visible (as I found out the hard way )

Thanks for sharing these tips

Great to know. I know that the page sizes don’t matter, whatever custom size you get, the exported one will be always 16 by 9. hidden pages is good to know

Cheers Reza

Another important limitation is – In-session interactivity (highlighting and filtering, drill-down, etc.) is not supported yet when exporting.

But Thanks Reza for your regular Power BI Articles as they are very informative.

Yes, it is what I already mentioned in the post 🙂 Thanks Reza

I meant from In-session interactivity limitation that if user apply any filter/cross-filtering in report and then export in to PPT then PPT doesn’t respect applied filters and just show all data as there were saved in report.

I am wondering if is this possible through some settings changes etc?

Yes, correct. Unfortunately no setting for this yet. Hopefully It will be available soon in this feature 🙂

I also found that you have to make the fonts larger in the visualizations, otherwise they appear tiny in the PP slide.

I think it could be useful upload a custom ppt template to apply for the export in PowerPoint functionality

Is there a way to put breakpoints while exporting to ppt?

Hi Varun. What do you mean by breakpoints? If you mean filtering? yes, it is added just recently in the past few weeks. Cheers Reza

Thanks for the post, very interesting. One question here, does power bi allow us to create a customized summary page while exporting to PPTX??

Unfortunately no customization is possible when exporting to PowerPoint Better to create the summary page as a report page. Cheers Reza

When I export, it only exports half of my visuals on a page and not the complete page – strange

Hi are you using custom visuals for the other half? Cheers Reza

Leave a Reply Cancel reply

May 26, 2022

Interactive data storytelling with Power BI in PowerPoint

Camille Birch

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Hi, Office Insiders! My name is Camille Birch, and I’m a Product Manager on the PowerPoint team. I’m incredibly excited to share that PowerPoint now supports embedding live, interactive Power BI reports right into your slides! 

Interactive data storytelling with Power BI

By embedding live Power BI reports in your slides, you can tell interactive, data-focused stories. No more copying and pasting inevitably out-of-date screenshots or switching between your PowerPoint slides and your Power BI report during a presentation. You can now build narratives around your data and drive meaningful conversations through interactive reports right in PowerPoint.  

This feature is a long-standing customer request. We are happy to bring it to you and support your growing needs for data storytelling in increasingly data-driven workplaces and cultures. 

How it works

• Open a new or existing presentation in PowerPoint. 

NOTE: If you don’t see the Power BI button in the ribbon, you can get the add-in from the Microsoft App Store. 

• Copy the link to the Power BI report you want to insert, paste it into the Pa st e report page URL here box, and then select Insert .

When the report has been loaded into the slide, it is live and interactive both in Edit and Slide Show view. Any change that you make in Edit view–such as updating a slicer or changing a filter–is automatically saved. So feel free to customize the view of the data you want to present in advance. 

You can also filter and pivot to different views of the data to showcase key points and insights.

Tip and tricks

• If you want your data view to remain static (to prevent data refresh or changes to filters/slicers), you can freeze the current live view to turn it into an image. In the top-right corner of the report, open the menu and select Show as Saved Image . This will convert the report view into an image until you select this option again to unfreeze it.
• To view the interactive data during your presentation, attendees will need to have a Power BI subscription and be logged in with an active account, and have access to the report (unless you’ve frozen the view as an image, as discussed above). To ensure that anyone you share the presentation with will have access to the report, share a link from Power BI by clicking Share > PowerPoint .  

Known issues

• Reports are not interactive in PowerPoint Live. 
• When viewing the Power BI report in Slide Show view in PowerPoint for web, you may be prompted to authenticate. 
• The presentation will not inherit the sensitivity label assigned to the Power BI report when inserted. For example, if a Power BI report labeled as Confidential is inserted into a presentation labeled as Public, the presentation’s label will not change and will remain as Public. 

Requirements

You must have an active Power BI subscription to use this feature.

Availability

The Power BI ribbon button in PowerPoint is rolling out to Insiders who are running Beta Version 2201 (Build 14825.10000) or later.

All users can install the Power BI add-in from the Microsoft App store.

Don’t have it yet? It’s probably us, not you.

Features are released over some time to ensure things are working smoothly. We highlight features that you may not have because they’re slowly releasing to larger numbers of Insiders. Sometimes we remove elements to further improve them based on your feedback. Though this is rare, we also reserve the option to pull a feature entirely out of the product, even if you, as an Insider, have had the opportunity to try it.

We want to hear from you! Please click Help > Feedback to give us input about this feature. 

Learn what  other information you should include in your feedback  to ensure it’s actionable and reaches the right people.

Sign up for the Office Insider newsletter  and get the latest information about Insider features in your inbox once a month! 

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Present Power BI Reports in PowerPoint

Building a super-cool Power BI dashboard with full interactivity (slicers, bookmarks, drill-through, etc.) can be quite satisfying.

But what do you do if you need to present this interactive dashboard in a meeting where PowerPoint is your only means of presentation?

Power BI does have a feature that allows you to export the screen as an image, but the image lacks all the wonderful interactivity.  Plus, if you must give the presentation at a later date, you’ll need to update all the exported images because the data will likely have changed.

Hope is just around the corner.

Power BI released a feature that allows you to export the dashboard to PowerPoint while retaining most if not all the functionalities.

Let’s give a warm, XelPlus welcome to  Embed Live Data .

Watch video tutorial

In this tutorial:

• Obtaining the Power BI Add-In for PowerPoint
• Testing Report Interactivity
• Adding a Power BI Report to an Existing Presentation
• Deeper Analysis During a Presentation
• Additional Presentation Features
• Sharing the Report

Working with the Power BI service online, we have a dashboard with the following interactive features:

• Slicers that allow us to filter by years
• Buttons that switch us between pages
• Slicers that allow us to select departments and channels

We want to export this dashboard to PowerPoint and retain interactivity.

Power BI now has an option behind the  Export  button called  Embed Live Data .

When selected, we have the option to open the dashboard in PowerPoint with or without the current filter selections.

NOTE:  As of this post’s publish date (July 2022), this feature was still in preview release.  It has since become generally available with the March 2023 release .

Selecting the  Open in PowerPoint  option presents the following message.

Clicking the “ Trust this add-in ” will load the Power BI report into a PowerPoint slide.

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Fast Track to Power BI

We need to take a step back and talk about obtaining the Power BI add-in for PowerPoint.

Before we can just drop a Power BI report into PowerPoint as easily as has been demonstrated, you need to first visit the Microsoft Store and download and install the Power BI add-in for PowerPoint.

• Launch the Microsoft Office Add-Ins feature by selecting  Insert (tab) -> Add-ins -> Get Add-ins .
• Search the Office Add-Ins for “ Power BI ”.

Once added to PowerPoint, you will see the add-in on the  Insert  ribbon.

Power Excel Bundle

By having the Power BI add-in as part of PowerPoint, we have full interactivity in our PowerPoint slide, both in Presentation Mode and standard Slide Design Mode.

Notice that the only page we have from our report was the page displayed when we performed the  Embed Live Data  action.

If you need other pages from the report, those pages will need to be inserted separately.

One workaround to this is to include a page navigation interface on the needed pages.

Buttons and bookmarks are fully operational.

Excel Essentials for the Real World

When working with an existing presentation, we can easily add a Power BI report by creating a new, blank slide and selecting  Insert (tab) -> Power BI .

Our slide presents a placeholder that requests the link we saw earlier from the Power Bi service when we perform the initial export routine.

Click the  Copy  button to place the Power BI report link on the Clipboard.

Return to PowerPoint and paste the link in the placeholder and click  Insert .

In addition to the report’s slicers and buttons working during the presentation, we can also leverage Power BI’s filter controls.

This embedded report is arguably superior to embedding Excel dashboards as Excel’s interactivity does not carry over to PowerPoint.

Capturing a Screenshot

If you need to capture a screenshot of the report during the presentation, click the arrow button in the upper-right corner and select  Show as Saved image .

You can then right-click the report and copy it to the Clipboard for pasting it onto another slide or any other application.

To return to the interactive version of the report, click the arrow button in the upper-right corner and deselect  Show as Saved image .

Report Options

In the lower-right corner reside controls for hiding the filter pane, refreshing the data, and resetting the report.

Changing the Report’s Story

Any changes made to the Power Bi report in the PowerPoint slide  do not  flow back to Power BI.

However, changes to the Power BI report at the source  will  flow down to PowerPoint when the slide link is refreshed.

Deleting a Report from a Slide

Clicking a Power BI report on a slide and pressing the  Delete  key will not remove the report from the slide.

To remove the report from the slide, click the arrow button in the upper-right corner and select  Delete .

Hiding the Status Bar

If you don’t wish to display the bottom banner with the report add-in controls, click the down-arrow button in the lower-right of the report.

Viewing Report Status

The lower-left corner of the report displays the name of the Power BI report file as well as the date and time of the last refresh.

Clicking the report’s name will take you to the full report on the Power BI website.

If you share the report with an associate, the person with which you are sharing must have a Power BI account and have been granted access to the report and its underlying dataset.

The report and its data are not stored in the PowerPoint file, only a connection is created between PowerPoint and Power BI.  The interactivity is displayed in real-time as the presentation is being used.

All security permissions are retained and respected.

Leila Gharani

I'm a 6x Microsoft MVP with over 15 years of experience implementing and professionals on Management Information Systems of different sizes and nature.

My background is Masters in Economics, Economist, Consultant, Oracle HFM Accounting Systems Expert, SAP BW Project Manager. My passion is teaching, experimenting and sharing. I am also addicted to learning and enjoy taking online courses on a variety of topics.

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How to integrate Power BI reports with a presentation in Microsoft PowerPoint

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If your organization is using Microsoft Power BI mobile, you have access to a lot of data via interactive reporting. That information is vital when making decisions and presenting growth, goals, and other benchmarks to others in your organization. Now Power BI reports are easier than ever to share because you can add them to Microsoft PowerPoint presentations.

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In this tutorial, I’ll show you how to share Power BI reports as live reports or embedded images working from PowerPoint or Power BI mobile. Working with existing Power BI reports will save you a lot of preparation time.

This feature is available to Microsoft 365 and Power BI mobile users.

How to get the Power BI add-in for Microsoft PowerPoint

You may already have this feature in PowerPoint. Click the Insert tab and look for the Power BI group in the middle of the ribbon. Click the button to add a frame and start the process.

If you don’t find that button, download Power BI as follows:

• Click the Insert tab.
• In the Add-ins group, click Get Add-ins.
• In the resulting dialog, search for Power BI.
• Choose Microsoft Power BI, as shown in Figure A , and click OK. Downloading might take a few seconds.

Regardless of whether you used the Power BI button or the add-in, you’re now ready to link to the report. To do so, access the report online using Power BI mobile, paste its URL into the add-in control, as shown in Figure B , and click Insert. Allow a few seconds for this feature to link to the appropriate report.

Figure C shows the resulting report in a PowerPoint slide. During the show, you can filter the reports as if you were using Power BI mobile. In addition, the link is live, so as you update information via the data source, the link updates the reports in PowerPoint. To embed another report, you will need to download a new add-in frame or click the Power BI button via the PowerPoint interface.

You don’t have to start with PowerPoint. You can also share the report from Power BI mobile to PowerPoint.

How to share a Power BI report to Microsoft PowerPoint

If you prefer to start with Microsoft Power BI mobile, open the report and then use Share or Export. Both options offer a PowerPoint choice and end up displaying the dialog shown in Figure D .

After copying the link, open PowerPoint and insert the URL in a Power BI frame as you did above.

The difference with this route is that Export lets you embed the report as an image, which won’t update, or a live link, which will. Share lets you send a link to people via email or open the report in a new PowerPoint file.

Using either Export or Share you can bypass the add-in download task by clicking Open in PowerPoint ( Figure D ). Doing so opens a new .pptx file and imports the report into a slide without downloading the add-in frame first.

Sharing in Microsoft PowerPoint

Those with which you share the PowerPoint presentation will need an active Power BI account and access to the report to view the data in the presentation. Use the Share option to PowerPoint shown in the previous section.

Users without permission must request access to the report from its owner directly from inside the PowerPoint presentation.

Thanks to this new connection capability between Microsoft Power BI and Microsoft PowerPoint, you can share your data’s story in your PowerPoint presentations using existing Power BI reports. That link is live, so regardless of when you share that story, your reports will be up to date. For working efficiently, you can’t beat this combination.

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Exporting Power BI reports to PowerPoint slides

Table of Contents

• Export a Power BI report to PowerPoint
• Embedding live Power BI report page into PowerPoint
• Embedding a live visual on a PowerPoint slide
• Insert a report or visual URL into the add-in

While Power BI is an excellent tool for creating business reports, there is another option when you want to present these reports in an especially memorable way. Luckily, for the certified visuals, Microsoft enables embedding Power BI reports into MS PowerPoint. You can do so in just a few clicks.

Export a Power BI report to PowerPoint #

1. Log into your Power BI account,  select the report you want to export, and click Export >  PowerPoint.

You will be prompted with multiple choices about your export. Here you can customize values, decide if you want your file to include hidden report tabs, and, if you are interested in only one particular page, export only the page you are currently on .

2. A notification should appear about the exporting process. Once it is done, the PPTX file will begin to download. Open the file after it’s finished.

3. Open your newly created PowerPoint document and click on Enable Editing to finalize your presentation.

This feature was enabled after Microsoft officially certified Zebra BI custom visuals for Power BI. Find more details about exporting your report pages to MS PowerPoint . 

Watch how to export your reports into PowerPoint in just a few clicks.

How to embed Power BI in updatable PowerPoint slides?

There are, at the moment, some limitations to this feature, for example:

• It is only available in the Power BI service (you cannot do it from the Power BI Desktop).
• Exported PowerPoint slides are  static pictures  (you cannot refresh them in PowerPoint).
• You can only export one Power BI report at a time.
• The number of pages is limited (only the first 30 pages will be exported).
• Only certified custom visuals are supported.
• Python visuals, R visuals, and ArcGIS visuals are not supported.

The fact that PowerPoint slides cannot be refreshed and that you cannot create a PowerPoint slide deck from selected report pages from several different reports makes the Export to PowerPoint feature unfit for typical business use cases.

Embedding live Power BI report page into PowerPoint #

The export option offers a second choice of embedding the live data directly on a PowerPoint slide.

When this option is selected an additional window opens where you will get the URL of the report page. Copy the URL to paste into the Power BI PowerPoint add-in. Alternatively, if you want to create a new presentation with the report already loaded into the add-in, choose  Open in PowerPoint .

Embedding a live visual on a PowerPoint slide #

A live visuals URL is required if you wish to use it in your presentation. Following are the simple steps to obtain a visual’s URL.

• Open the report to the page that contains the desired visual in the Power BI service. Use filters, selection, slicers, and other configuration options to set the visual up as needed.
• Go to More options (…) and: – Hover over Share and choose Link to this visual to get the visual’s URL, if you’re adding the visual to an existing presentation. After you’ve copied it, paste it into the Power BI PowerPoint add-in . – When you want to open a new presentation with the visual already loaded into the add-in, choose  Open in PowerPoint .

Select Open in PowerPoint from the Embed live data in PowerPoint dialogue that displays. With the visual already loaded into the add-in, this launches a fresh PowerPoint presentation.

Insert a report or visual URL into the add-in #

• Open a PowerPoint file and find the slide on which you wish to add the report or visual.
• Go to the Home tab and click on the Add-ins button. When clicked, a dropdown menu appears with all your existing Add-ins and an option to browse for new Add-ins -> Get Add-ins

By clicking on See all you will be able to see the whole set of your saved add-ins

Select Microsoft Power BI add-in and insert the link you copied from the report or visual in the Power BI Service

The report or visual is live after it has loaded, and you may choose the data you want to use. Your changes will be saved as you make them while editing the presentation. The report or visual will reopen in the same state as when you last closed the presentation.

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Microsoft Power BI Blog

Power bi may 2024 feature summary.

Welcome to the May 2024 update! Here are a few, select highlights of the many we have for Power BI. There are new On-object Interaction updates, DAX query view is now generally available, find out how to view reports in OneDrive and SharePoint with live connected semantic models.

There is much more to explore, please continue to read on!

Microsoft Build Announcements

At Microsoft Build 2024, we are thrilled to announce a huge array of innovations coming to the Microsoft Fabric platform that will make Microsoft Fabric’s capabilities even more robust and even customizable to meet the unique needs of each organization. To learn more about these changes, read the “ Unlock real-time insights with AI-powered analytics in Microsoft Fabric ” announcement blog by Arun Ulag.

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• Version number: v: 2.129.905.0
• Date published: 5/21/24

Modern Tooltip now on by Default

Matrix layouts, line updates, on-object interaction updates.

• Announcing general availability of DAX query view 

New Manage relationships dialog

Refreshing calculated columns and calculated tables referencing directquery sources with single sign-on, announcing general availability of model explorer and authoring calculation groups in power bi desktop, microsoft entra id sso support for oracle database, certified connector updates, view reports in onedrive and sharepoint with live connected semantic models, storytelling in powerpoint – image mode in the power bi add-in for powerpoint, storytelling in powerpoint – data updated notification, git integration support for direct lake semantic models, editor’s pick of the quarter, new visuals in appsource, financial reporting matrix by profitbase, horizon chart by powerviz, sunburst chart by powerviz, stacked bar chart with line by jta.

• Drill Down Combo PRO – now with Legend field

Power BI tooltips are embarking on an evolution to enhance their functionality. To lay the groundwork, we are introducing the modern tooltip as the new default , a feature that many users may already recognize from its previous preview status. This change is more than just an upgrade; it’s the first step in a series of remarkable improvements. These future developments promise to revolutionize tooltip management and customization, offering possibilities that were previously only imaginable. As we prepare for the general availability of the modern tooltip, this is an excellent opportunity for users to become familiar with its features and capabilities.

Discover the full potential of the new tooltip feature by visiting our dedicated blog . Dive into the details and explore the comprehensive vision we’ve crafted for tooltips, designed to enhance your Power BI experience.

We’ve listened to our community’s feedback on improving our tabular visuals (Table and Matrix), and we’re excited to initiate their transformation. Drawing inspiration from the familiar PivotTable in Excel , we aim to build new features and capabilities upon a stronger foundation. In our May update, we’re introducing ‘ Layouts for Matrix .’ Now, you can select from compact , outline , or tabular layouts to alter the arrangement of components in a manner akin to Excel.

As an extension of the new layout options, report creators can now craft custom layout patterns by repeating row headers. This powerful control, inspired by Excel’s PivotTable layout, enables the creation of a matrix that closely resembles the look and feel of a table. This enhancement not only provides greater flexibility but also brings a touch of Excel’s intuitive design to Power BI’s matrix visuals. Only available for Outline and Tabular layouts.

To further align with Excel’s functionality, report creators now have the option to insert blank rows within the matrix. This feature allows for the separation of higher-level row header categories, significantly enhancing the readability of the report. It’s a thoughtful addition that brings a new level of clarity and organization to Power BI’s matrix visuals and opens a path for future enhancements for totals/subtotals and rows/column headers.

We understand your eagerness to delve deeper into the matrix layouts and grasp how these enhancements fulfill the highly requested features by our community. Find out more and join the conversation in our dedicated blog , where we unravel the details and share the community-driven vision behind these improvements.

Following last month’s introduction of the initial line enhancements, May brings a groundbreaking set of line capabilities that are set to transform your Power BI experience:

• Hide/Show lines : Gain control over the visibility of your lines for a cleaner, more focused report.
• Customized line pattern : Tailor the pattern of your lines to match the style and context of your data.
• Auto-scaled line pattern : Ensure your line patterns scale perfectly with your data, maintaining consistency and clarity.
• Line dash cap : Customize the end caps of your customized dashed lines for a polished, professional look.
• Line upgrades across other line types : Experience improvements in reference lines, forecast lines, leader lines, small multiple gridlines, and the new card’s divider line.

These enhancements are not to be missed. We recommend visiting our dedicated blog for an in-depth exploration of all the new capabilities added to lines, keeping you informed and up to date.

This May release, we’re excited to introduce on-object formatting support for Small multiples , Waterfall , and Matrix visuals. This new feature allows users to interact directly with these visuals for a more intuitive and efficient formatting experience. By double-clicking on any of these visuals, users can now right-click on the specific visual component they wish to format, bringing up a convenient mini-toolbar. This streamlined approach not only saves time but also enhances the user’s ability to customize and refine their reports with ease.

We’re also thrilled to announce a significant enhancement to the mobile reporting experience with the introduction of the pane manager for the mobile layout view. This innovative feature empowers users to effortlessly open and close panels via a dedicated menu, streamlining the design process of mobile reports.

Publish to folders 

We recently announced a public preview for folders in workspaces, allowing you to create a hierarchical structure for organizing and managing your items. In the latest Desktop release, you can now publish your reports to specific folders in your workspace.

When you publish a report, you can choose the specific workspace and folder for your report. The interface is simplistic and easy to understand, making organizing your Power BI content from Desktop better than ever.

To publish reports to specific folders in the service, make sure the “Publish dialogs support folder selection” setting is enabled in the Preview features tab in the Options menu.

Learn more about folders in workspaces.

You can now ask Copilot questions about data in your model

We’re excited to preview a new capability for Power BI Copilot allowing you to ask questions about the data in your model! You could already ask questions about the data present in the visuals on your report pages – and now you can go deeper by getting answers directly from the underlying model. Just ask questions about your data, and if the answer isn’t already on your report, Copilot will then query your model for the data instead and return the answer to your question in the form of a visual!

This feature will be released alongside a variety of other Copilot updates in the coming weeks, and it will be available in both Edit and View modes in the Power BI Service. Because this is a preview feature, you’ll need to enable it via the preview toggle in the Copilot pane. Keep an eye out for our announcement post, where you will be able to learn more about all the details of the feature!

Announcing general availability of DAX query view

We are excited to announce the general availability of DAX query view. DAX query view is the fourth view in Power BI Desktop to run DAX queries on your semantic model.

DAX query view comes with several ways to help you be as productive as possible with DAX queries.

• Quick queries. Have the DAX query written for you from the context menu of tables, columns, or measures in the Data pane of DAX query view. Get the top 100 rows of a table, statistics of a column, or DAX formula of a measure to edit and validate in just a couple clicks!
• DirectQuery model authors can also use DAX query view. View the data in your tables whenever you want!
• Create and edit measures. Edit one or multiple measures at once. Make changes and see the change in action in a DA query. Then update the model when you are ready. All in DAX query view!
• See the DAX query of visuals. Investigate the visuals DAX query in DAX query view. Go to the Performance Analyzer pane and choose “Run in DAX query view”.
• Write DAX queries. You can create DAX queries with Intellisense, formatting, commenting/uncommenting, and syntax highlighting. And additional professional code editing experiences such as “Change all occurrences” and block folding to expand and collapse sections. Even expanded find and replace options with regex.

Learn more about DAX query view with these resources:

• Deep dive blog: https://powerbi.microsoft.com/blog/deep-dive-into-dax-query-view-and-writing-dax-queries/
• Learn more: https://learn.microsoft.com/power-bi/transform-model/dax-query-view
• Video: https://youtu.be/oPGGYLKhTOA?si=YKUp1j8GoHHsqdZo

Copilot to write and explain DAX queries in DAX query view  updates 

DAX query view includes an inline Fabric Copilot to write and explain DAX queries, which remains in public preview. This month we have made the following updates.

• Run the DAX query before you keep it . Previously the Run button was disabled until the generated DAX query was accepted or Copilot was closed. Now you can Run the DAX query then decide to Keep or Discard the DAX query.

3. Syntax checks on the generated DAX query. Previously there was no syntax check before the generated DAX query was returned. Now the syntax is checked, and the prompt automatically retried once. If the retry is also invalid, the generated DAX query is returned with a note that there is an issue, giving you the option to rephrase your request or fix the generated DAX query.

Learn more about DAX queries with Copilot with these resources:

• Deep dive blog: https://powerbi.microsoft.com/en-us/blog/deep-dive-into-dax-query-view-with-copilot/
• Learn more: https://learn.microsoft.com/en-us/dax/dax-copilot
• Video: https://www.youtube.com/watch?v=0kE3TE34oLM

We are excited to introduce you to the redesigned ‘Manage relationships’ dialog in Power BI Desktop! To open this dialog simply select the ‘Manage relationships’ button in the modeling ribbon.

Once opened, you’ll find a comprehensive view of all your relationships, along with their key properties, all in one convenient location. From here you can create new relationships or edit an existing one.

Additionally, you have the option to filter and focus on specific relationships in your model based on cardinality and cross filter direction.

Learn more about creating and managing relationships in Power BI Desktop in our documentation .

Ever since we released composite models on Power BI semantic models and Analysis Services , you have been asking us to support the refresh of calculated columns and tables in the Service. This month, we have enabled the refresh of calculated columns and tables in Service for any DirectQuery source that uses single sign-on authentication. This includes the sources you use when working with composite models on Power BI semantic models and Analysis Services.

Previously, the refresh of a semantic model that uses a DirectQuery source with single-sign-on authentication failed with one of the following error messages: “Refresh is not supported for datasets with a calculated table or calculated column that depends on a table which references Analysis Services using DirectQuery.” or “Refresh over a dataset with a calculated table or a calculated column which references a Direct Query data source is not supported.”

Starting today, you can successfully refresh the calculated table and calculated columns in a semantic model in the Service using specific credentials as long as:

• You used a shareable cloud connection and assigned it and/or
• Enabled granular access control for all data connection types

Here’s how to do this:

• Create and publish your semantic model that uses a single sign-on DirectQuery source. This can be a composite model but doesn’t have to be.
• In the semantic model settings, under Gateway and cloud connections , map each single sign-on DirectQuery connection to a specific connection. If you don’t have a specific connection yet, select ‘Create a connection’ to create it:

• If you are creating a new connection, fill out the connection details and click Create , making sure to select ‘Use SSO via Azure AD for DirectQuery queries:

2. Finally, select the connection for each single sign-on DirectQuery source and select Apply :

We are excited to announce the general availability of Model Explorer in the Model view of Power BI, including the authoring of calculation groups. Semantic modeling is even easier with an at-a-glance tree view with item counts, search, and in context paths to edit the semantic model items with Model Explorer. Top level semantic model properties are also available as well as the option to quickly create relationships in the properties pane. Additionally, the styling for the Data pane is updated to Fluent UI also used in Office and Teams.

A popular community request from the Ideas forum, authoring calculation groups is also included in Model Explorer. Calculation groups significantly reduce the number of redundant measures by allowing you to define DAX formulas as calculation items that can be applied to existing measures. For example, define a year over year, prior month, conversion, or whatever your report needs in DAX formula once as a calculation item and reuse it with existing measures. This can reduce the number of measures you need to create and make the maintenance of the business logic simpler.

Available in both Power BI Desktop and when editing a semantic model in the workspace, take your semantic model authoring to the next level today!

Learn more about Model Explorer and authoring calculation groups with these resources:

• Use Model explorer in Power BI (preview) – Power BI | Microsoft Learn
• Create calculation groups in Power BI (preview) – Power BI | Microsoft Learn

Data connectivity

We’re happy to announce that the Oracle database connector has been enhanced this month with the addition of Single Sign-On support in the Power BI service with Microsoft Entra ID authentication.

Microsoft Entra ID SSO enables single sign-on to access data sources that rely on Microsoft Entra ID based authentication. When you configure Microsoft Entra SSO for an applicable data source, queries run under the Microsoft Entra identity of the user that interacts with the Power BI report.

We’re pleased to announce the new and updated connectors in this release:

• [New] OneStream : The OneStream Power BI Connector enables you to seamlessly connect Power BI to your OneStream applications by simply logging in with your OneStream credentials. The connector uses your OneStream security, allowing you to access only the data you have based on your permissions within the OneStream application. Use the connector to pull cube and relational data along with metadata members, including all their properties. Visit OneStream Power BI Connector to learn more. Find this connector in the other category.
• [New] Zendesk Data : A new connector developed by the Zendesk team that aims to go beyond the functionality of the existing Zendesk legacy connector created by Microsoft. Learn more about what this new connector brings.
• [New] CCH Tagetik
• [Update] Azure Databricks

Are you interested in creating your own connector and publishing it for your customers? Learn more about the Power Query SDK and the Connector Certification program .

Last May, we announced the integration between Power BI and OneDrive and SharePoint. Previously, this capability was limited to only reports with data in import mode. We’re excited to announce that you can now seamlessly view Power BI reports with live connected data directly in OneDrive and SharePoint!

When working on Power BI Desktop with a report live connected to a semantic model in the service, you can easily share a link to collaborate with others on your team and allow them to quickly view the report in their browser. We’ve made it easier than ever to access the latest data updates without ever leaving your familiar OneDrive and SharePoint environments. This integration streamlines your workflows and allows you to access reports within the platforms you already use. With collaboration at the heart of this improvement, teams can work together more effectively to make informed decisions by leveraging live connected semantic models without being limited to data only in import mode.

Utilizing OneDrive and SharePoint allows you to take advantage of built-in version control, always have your files available in the cloud, and utilize familiar and simplistic sharing.

While you told us that you appreciate the ability to limit the image view to only those who have permission to view the report, you asked for changes for the “Public snapshot” mode.

To address some of the feedback we got from you, we have made a few more changes in this area.

• Add-ins that were saved as “Public snapshot” can be printed and will not require that you go over all the slides and load the add-ins for permission check before the public image is made visible.
• You can use the “Show as saved image” on add-ins that were saved as “Public snapshot”. This will replace the entire add-in with an image representation of it, so the load time might be faster when you are presenting your presentation.

Many of us keep presentations open for a long time, which might cause the data in the presentation to become outdated.

To make sure you have in your slides the data you need, we added a new notification that tells you if more up to date data exists in Power BI and offers you the option to refresh and get the latest data from Power BI.

Direct Lake semantic models are now supported in Fabric Git Integration , enabling streamlined version control, enhanced collaboration among developers, and the establishment of CI/CD pipelines for your semantic models using Direct Lake.

Learn more about version control, testing, and deployment of Power BI content in our Power BI implementation planning documentation: https://learn.microsoft.com/power-bi/guidance/powerbi-implementation-planning-content-lifecycle-management-overview

Visualizations

– Animator for Power BI   Innofalls Charts   SuperTables   Sankey Diagram for Power BI by ChartExpo   Dynamic KPI Card by Sereviso   Shielded HTML Viewer   Text search slicer

Mapa Polski – Województwa, Powiaty, Gminy Workstream Income Statement Table

Gas Detection Chart

Seasonality Chart PlanIn BI – Data Refresh Service

Chart Flare

PictoBar ProgBar

Counter Calendar Donut Chart image

Making financial statements with a proper layout has just become easier with the latest version of the Financial Reporting Matrix.

Users are now able to specify which rows should be classified as cost-rows, which will make it easier to get the conditional formatting of variances correctly:

Selecting a row, and ticking “is cost” will tag the row as cost. This can be used in conditional formatting to make sure that positive variances on expenses are a bad for the result, while a positive variance on an income row is good for the result.

The new version also includes more flexibility in measuring placement and column subtotals.

Measures can be placed either:

• Default (below column headers)
• Above column headers

• Conditionally hide columns
• + much more

Highlighted new features:

• Measure placement – In rows
• Select Column Subtotals
• New Format Pane design
• Row Options

Get the visual from AppSource and find more videos here !

A Horizon Chart is an advanced visual, for time-series data, revealing trends and anomalies. It displays stacked data layers, allowing users to compare multiple categories while maintaining data clarity. Horizon Charts are particularly useful to monitor and analyze complex data over time, making this a valuable visual for data analysis and decision-making.

Key Features:

• Horizon Styles: Choose Natural, Linear, or Step with adjustable scaling.
• Layer: Layer data by range or custom criteria. Display positive and negative values together or separately on top.
• Reference Line : Highlight patterns with X-axis lines and labels.
• Colors: Apply 30+ color palettes and use FX rules for dynamic coloring.
• Ranking: Filter Top/Bottom N values, with “Others”.
• Gridline: Add gridlines to the X and Y axis.
• Custom Tooltip: Add highest, lowest, mean, and median points without additional DAX.
• Themes: Save designs and share seamlessly with JSON files.

Other features included are ranking, annotation, grid view, show condition, and accessibility support.

Business Use Cases: Time-Series Data Comparison, Environmental Monitoring, Anomaly Detection

🔗 Try Horizon Chart for FREE from AppSource

📊 Check out all features of the visual: Demo file

📃 Step-by-step instructions: Documentation

💡 YouTube Video: Video Link

📍 Learn more about visuals: https://powerviz.ai/

✅ Follow Powerviz : https://lnkd.in/gN_9Sa6U

Milestone Trend Analysis Chart by Nova Silva

Exciting news! Thanks to your valuable feedback, we’ve enhanced our Milestone Trend Analysis Chart even further. We’re thrilled to announce that you can now switch between horizontal and vertical orientations, catering to your preferred visualization style.

The Milestone Trend Analysis (MTA) Chart remains your go-to tool for swiftly identifying deadline trends, empowering you to take timely corrective actions. With this update, we aim to enhance deadline awareness among project participants and stakeholders alike.

In our latest version, we seamlessly navigate between horizontal and vertical views within the familiar Power BI interface. No need to adapt to a new user interface – enjoy the same ease of use with added flexibility. Plus, it benefits from supported features like themes, interactive selection, and tooltips.

What’s more, ours is the only Microsoft Certified Milestone Trend Analysis Chart for Power BI, ensuring reliability and compatibility with the platform.

Ready to experience the enhanced Milestone Trend Analysis Chart? Download it from AppSource today and explore its capabilities with your own data – try for free!

We welcome any questions or feedback at our website: https://visuals.novasilva.com/ . Try it out and elevate your project management insights now!

Powerviz’s Sunburst Chart is an interactive tool for hierarchical data visualization. With this chart, you can easily visualize multiple columns in a hierarchy and uncover valuable insights. The concentric circle design helps in displaying part-to-whole relationships.

• Arc Customization: Customize shapes and patterns.
• Color Scheme: Accessible palettes with 30+ options.
• Centre Circle: Design an inner circle with layers. Add text, measure, icons, and images.
• Conditional Formatting: Easily identify outliers based on measure or category rules.
• Labels: Smart data labels for readability.
• Image Labels: Add an image as an outer label.
• Interactivity: Zoom, drill down, cross-filtering, and tooltip features.

Other features included are annotation, grid view, show condition, and accessibility support.

Business Use Cases: 

• Sales and Marketing: Market share analysis and customer segmentation.
• Finance : Department budgets and expenditures distribution.
• Operations : Supply chain management.
• Education : Course structure, curriculum creation.
• Human Resources : Organization structure, employee demographics.

🔗 Try Sunburst Chart for FREE from AppSource

Clustered bar chart with the possibility to stack one of the bars

Stacked Bar Chart with Line by JTA seamlessly merges the simplicity of a traditional bar chart with the versatility of a stacked bar, revolutionizing the way you showcase multiple datasets in a single, cohesive display.

Unlocking a new dimension of insight, our visual features a dynamic line that provides a snapshot of data trends at a glance. Navigate through your data effortlessly with multiple configurations, gaining a swift and comprehensive understanding of your information.

Tailor your visual experience with an array of functionalities and customization options, enabling you to effortlessly compare a primary metric with the performance of an entire set. The flexibility to customize the visual according to your unique preferences empowers you to harness the full potential of your data.

Features of Stacked Bar Chart with Line:

• Stack the second bar
• Format the Axis and Gridlines
• Add a legend
• Format the colors and text
• Add a line chart
• Format the line
• Add marks to the line
• Format the labels for bars and line

If you liked what you saw, you can try it for yourself and find more information here . Also, if you want to download it, you can find the visual package on the AppSource .

Drill Down Combo PRO – now with Legend field  

We have added an exciting new feature to our Combo PRO, Combo Bar PRO, and Timeline PRO visuals – Legend field support . The Legend field makes it easy to visually split series values into smaller segments, without the need to use measures or create separate series. Simply add a column with category names that are adjacent to the series values, and the visual will do the following:

• Display separate segments as a stack or cluster, showing how each segment contributed to the total Series value.
• Create legend items for each segment to quickly show/hide them without filtering.
• Apply custom fill colors to each segment.
• Show each segment value in the tooltip

Read more about the Legend field on our blog article

Drill Down Combo PRO is made for creators who want to build visually stunning and user-friendly reports. Cross-chart filtering and intuitive drill down interactions make data exploration easy and fun for any user. Furthermore, you can choose between three chart types – columns, lines, or areas; and feature up to 25 different series in the same visual and configure each series independently.

📊 Get Drill Down Combo PRO on AppSource

🌐 Visit Drill Down Combo PRO product page

Documentation | ZoomCharts Website | Follow ZoomCharts on LinkedIn

That is all for this month! Please continue sending us your feedback and do not forget to vote for other features that you would like to see in Power BI! We hope that you enjoy the update! If you installed Power BI Desktop from the Microsoft Store,  please leave us a review .

Also, don’t forget to vote on your favorite feature this month on our community website. 

As always, keep voting on  Ideas  to help us determine what to build next. We are looking forward to hearing from you!

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View reports and dashboards in presentation mode on Windows devices

• 9 contributors

The Power BI Windows app was retired on December 31st, 2023, and is no longer supported. It's been removed from the Microsoft apps store, and no further product updates for it will be released. Please use the Power BI service to view your Power BI content on Windows devices.

This notice only applies to the Power BI Windows app. It does not affect the Power BI Desktop app.

You can use presentation mode to display reports and dashboards in full-screen on Windows devices. Presentation mode is useful for displaying Power BI at meetings or conferences, or on a dedicated projector at the office, or even just for maximizing space on a small screen.

In presentation mode:

• All the "chrome" (such as the navigation and menu bars) disappears, making it easier to focus on the data in your report.
• An action toolbar becomes available to enable you to interact with your data and to control the presentation.
• You can play a slideshow that cycles automatically between pages, bookmarks, or both pages and bookmarks.

Use presentation mode

From the toolbar you can tap to perform the following actions:

You can undock the toolbar and drag and drop it to anywhere on the screen. This is useful for large screens, when you want to focus on a specific area in your report and want to have the tools available next to it. Just place your finger on the toolbar and swipe it into the report canvas.

You can play a slideshow to automatically cycle through your presentation. You can set the slideshow to cycle through pages, bookmarks, or both pages and bookmarks. During the slideshow, report pages with auto page refresh will continue to automatically refresh as configured, ensuring that the most current data is always shown.

When you select the Play button on the action toolbar, the slideshow begins. A controller appears that allows you to pause the slideshow or to change what's being played: pages, bookmarks, or both pages and bookmarks.

The controller shows the name of the currently displayed view (page or bookmark and page). In the image above, we see that in the report called Sales , we are currently viewing the Asia Pacific bookmark on the Sales Performance page.

By default, a slideshow cycles through pages only, at a rate of one every 30 seconds. You can change the default behavior in the Slideshow settings .

Auto play a slideshow on startup

You can set up the Power BI Windows app to start playing a slideshow automatically whenever the app is launched. This option is useful for creating a kiosk-like experience that runs a report in public displays without any manual intervention. See Slideshow settings for detail about setting up a report for autoplay.

Slideshow settings

By default, a slideshow cycles through pages only, at a rate of one every 30 seconds. You can change this default behavior by going to Settings > Options , as illustrated below. You can also turn on autoplay and choose a report to play.

Select the settings icon.

Open the options page.

If desired, change the default settings for what the slideshow will cycle over (pages, bookmarks, or both) and how frequently the slides will transition.

If you want your report to start playing automatically when the app is launched, turn on the toggle and choose Select Report . You will be able to search for reports you have access to.

Related content

• Display dashboards and reports in full-screen mode from the Power BI service
• Questions? Try asking the Power BI Community

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