Description: In this topic, the user will learn how to access Power BI reports. Power BI is a business intelligence (BI) platform that helps users analyze, visualize, and share data. It's a collection of software tools and connectors that can transform data from multiple sources into insights. It integrates with other Microsoft products, such as Teams, PowerPoint, Excel, and Power Platform. It can handle much larger amounts of data than Excel. Power BI is used for complex, enhanced reporting for DCI.

Role/Permission Required: Each organization determines Power BI users and access level. Requests are submitted via a DCI support ticket. Please note that organizational users may have differing access based upon the request.

Access Power BI Reports

  1. Click the external Power BI link provided by DCI
  2. Click the organization logo on the vertical navigational bar on the left of the screen
  3. Select a workspace (if applicable) to select it
  4. Click a report to select it from the workspace list
  5. Enter parameters
    1. Can be required or optional
    2. Can be free-form or selectable drop-down
    3. e.g., Batch IDs, (enter multiple IDs comma separated with no spaces), Date Range, Yes or No, Funding Source, Service Date, Invoice Date, Invoice Number, Employee, Region, etc.
  6. Click the green View report button to return data
  7. Click Export
  8. Select the export method:
    1. Microsoft Excel (.xlsx)
    2. PDF (.pdf)
    3. Accessible PDF (.pdf)
    4. Comma Separated Values (.csv)
    5. Microsoft PowerPoint (.pptx)
    6. Microsoft Word (.docx)
    7. Web Archive (.mhtml)
    8. XML (.xml)
  9. Optionally, click Subscribe to report to set up a recurring email of the paginated report.
  10. Click the organization logo on the vertical navigational bar on the left of the screen to return to the list of workspaces (if applicable) or reports. All other options are disabled.