Tips and Tricks for Formatting in Reports

Microsoft’s Power BI can perform a multitude of useful tasks, and has hundreds of content packs and templates for reports and visualisation. Power BI can be used to source data from a wide range of systems and then create detailed reports that can be formatted and customised the way you want to.

Power BI Formatting Tips

It’s important to note that in order for the user to edit the report, they must first have permission from the administrator. There are multiple ways that Power BI reports can be edited, customised and transformed.

Apply a Theme

You can choose a theme with given colours and designs, or you can customise and alter the different elements as you need, to fit in with your colour scheme of choice. The options are endless; you can change icon sets, apply new default visual formatting, and much more!

Conditional Formatting for Visualisations

Sometimes the best way to customise visualisations and reports is by using colour to indicate similarities, values, priority, etc.

Useful Power BI Shortcuts

  • Move focus between sections = Ctrl + F6
  • Move focus forward in section = Tab
  • Move focus backward in section = Shift + Tab
  • Select or clear selection of an object = Enter or spacebar
  • Multi-select objects = Ctrl + spacebar

Shortcuts for Power BI Report Examples

  • Show data = Alt + Shift + F11
  • Enter a visual = Ctrl + Right arrow
  • Enter a layer = Enter
  • Exit a layer or visual = Esc
  • Select or clear selection of a data point = Enter or spacebar
  • Multi-select = Ctrl + Enter or Ctrl + spacebar

Collaborate, share, customise and optimise data using Microsoft Power BI. For more tips and tricks, as well as detailed demos on all of our business intelligence tools, give our experts a call.