Power BI Reports Navigation

This article outlines the basic navigation features of the Event Cloud Power BI Reports. To view reports, we recommend using Chrome, Firefox, Edge, or Safari with cross-site cookie tracking enabled.

Viewing Reports

Administrators can view all reports, but users with other roles will only be able to view the reports and data that they have permissions to access. For example, a speaker can access the evaluation details report, but only the sessions they are associated to.

Sorting

In a report with a data table, the data is grouped with a hierarchy that goes from left-to-right. Columns can be sorted alphabetically according to the group they are in on the left side of the screen. In the screenshot below, the merge field names associated to “Custom Profile Field” merge field type can be sorted alphabetically but will stay grouped by the merge field type.

Filter a Report

Filtering can be done by choosing the dropdown filtering found on the right.

Export a Report

Click the three dots on the upper right-hand corner of the report to export report data. If the report has been filtered (with rows included or excluded), the data that is exported will also be filtered.

• Data with current layout – The standard .xlsx file with all data in plain-text.
• Summarized data – An .xlsx file that includes the dataset inside a table. Can be used to easily create pivot tables from the table.