How to design and evaluate reports for mobile devices in Power BI


Microsoft Power BI dev app with magnifying on Smartphone screen. Microsoft Power BI is a freeware web browser developed by Microsoft Corporation Image: syahrir/Adobe Stock Mobile devices are great for a quick document or project check-in when workers are away from their PCs. When it comes to Microsoft Power BI, end users often need access to control panels from outside the workplace– whether that’s in a conference, at lunch with a coworker, going to a customer website

or catching up on work at house. Luckily, Power BI designers can create and optimize control panels for mobile phones, conserving end users a great deal of aggravation by providing up-to-date access to info anywhere they are.

SEE: Hiring kit: Microsoft Power BI designer (TechRepublic Premium)

In this tutorial, I’ll reveal you how to use the mobile design feature to design a Power BI dashboard for mobile phones. The design works with all mobile sizes and shapes that depend on iOS, Windows and Android mobile operating systems.

For this presentation, I’m using Microsoft Power BI desktop on a Windows 10 64-bit system, but you can likewise utilize Power BI service. If you have an interest in following along during this tutorial, you can download the demonstration.pbix file, Experience Functions Sales, from GitHub. Once downloaded, double-click the.pbix file to open it in Power BI; additionally, you can utilize a.pbix file of your own.

Dive to:

How to prepare the control panel in Power BI

Thanks to Power BI’s built-in functions, configuring a control panel for mobile phones is relatively straightforward. Before we get to that, however, we require visuals. Let’s develop a fast report.

Figure A reveals a basic set of reports that you can rapidly produce. To develop the column chart, do the following:

  1. Click Clustered Column Chart in the Visualizations pane.
  2. In the Fields pane, expand the Products table and examine the Classification field.
  3. Expand the Sales table and examine the Sales Quantity and Overall Product Cost fields.

Figure A

Create these reports using a PC and after that configure them for mobile devices. To produce the profit card, do the

  1. following: Click the Card visual in the Visualizations pane.
  2. In the Fields pane, check Profit Quantity Procedure in the Sales table. If you’re not dealing with the downloadable presentation file, you can leave the card blank.

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Produce a second card and inspect % Profit Amount measure in the Sales table or leave it blank. The material isn’t that important. Configuring everything to fit on a mobile phone is our focus.

For a fast comparison, let’s release the report as you normally would with these actions:

  1. Click the File menu.
  2. Select Publish from the left pane and then Release to Power BI in the best pane.
  3. Save changes if triggered.
  4. Select a location, such as My Office, and click OK. Make certain this is a public site within your company or one that end users can access.
  5. Click the resulting link to see the released report shown in Figure B.

Figure B

Click the link to see this report. As a Power BI designer, there are formats you might wish to apply to make all 3 visuals look better, however for our functions, this isn’t essential. Now that you have actually seen the published report, let’s reconfigure it to display on a mobile device.

How to utilize mobile design view to release to a mobile device

Fortunately is that Power BI does all the work for you when developing reports and control panels for mobile. To highlight, let’s go back to Power BI. Web view is the default, so take the following actions to include a mobile layout:

  1. Click the View menu.
  2. Click Mobile Design and click Continue for the information Phone Variation trigger if shown.
  3. Double-click the visuals to the right to add them to the mobile frame.
  4. Resize and reorganize up until you’re satisfied (Figure C).

Figure C

Arrange visuals in the mobile

  • frame. Click the Choice tab. In the best pane, click Tab Order in the Selection pane; they might not remain in
  • the order you anticipate. Reorganize the tab order by clicking the up and down arrows(Figure D)
  • . Figure D

    You might need to change the tab order. At this point, we have a reasonable dashboard for mobiles. If you’re stressed over the original web configuration, do not be concerned– you won’t lose it. The web control panel will provide two views: web and phone. You can access the phone layout using the web layout from the Edit menu.

    SEE: How to build reports in Microsoft Power BI (TechRepublic)

    We didn’t do much to our phone view in order to keep things simple, however you can set up the visuals in any order, resize and so on. If you don’t desire all the visuals in mobile view, do not add them. You have a lot of versatility when developing and formatting this enhanced view.

    We optimized just page one of the report. Make certain to follow this very same procedure with all pages you wish to make viewable on mobile.

    Now we’re ready to see the control panel view on a mobile device.

    How to see a Power BI dashboard on a mobile device

    To see the new mobile view, republish the report using the instructions above. It does not matter what see you remain in when you do so. When asked to change the existing dashboard, click Replace.

    On your mobile device, use your favorite online app store to download and install the Microsoft Power BI app if you do not already have it. It just takes about a minute, and your store needs to know to download the right variation. If prompted, make sure to denote whether you’re utilizing an Android, iOS or Windows Phone, though that should not be necessary.

    On your mobile device, do the following:

    1. Open Power BI (Figure E).

    Figure E

    Click the Power BI icon to open the app. Discover the report (Figure F)and press on it

    to open it. Figure F Discover the report and press to open it. Figure G reveals the resulting dashboard on an Android phone. At this moment in time, you

    can interact with the dashboard as you typically would with the web design. SEE: Mobile phone security policy( TechRepublic Premium)It isn’t ideal yet, but you still have the option to return to Power BI Desktop or service to make changes. If you choose to return and make extra modifications, make certain to republish to dedicate those changes to the mobile version dashboards. Figure G

    Display the dashboard on our mobile phone. The link to the released dashboard, in this case, is unimportant.

    If you send that to someone, they will open Power BI in designer view

    , which isn’t what you want. Rather, make sure you share the report to a public work area or to an office that end users are authorized to access. If the report isn’t visible to end audiences, you may have to give approval to the office or the report itself. Read next: Best organization intelligence tools (TechRepublic) Source

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