Why paginated reports serve formal needs in Power BI - Dashboard Impact

Dashboard Mode - Why paginated reports serve formal needs

Business Question

How can paginated reports help organizations meet formal reporting needs with precise, printable, and detailed layouts?

Sample Data: Sales Orders

Order ID	Customer	Order Date	Product	Quantity	Unit Price	Total Price
1001	Alpha Corp	2024-01-15	Widget A	10	15.00	150.00
1002	Beta LLC	2024-01-16	Widget B	5	25.00	125.00
1003	Gamma Inc	2024-01-17	Widget A	7	15.00	105.00
1004	Alpha Corp	2024-01-18	Widget C	3	40.00	120.00
1005	Beta LLC	2024-01-19	Widget A	12	15.00	180.00

Dashboard Components

• Paginated Report Table: Displays all sales orders with exact page breaks and fixed layout for printing. Shows columns: Order ID, Customer, Order Date, Product, Quantity, Unit Price, Total Price.
• Total Sales Measure: DAX formula: Total Sales = SUM('Sales Orders'[Total Price]). Shows total sales amount: 680.00.
• Sales by Customer Chart: Bar chart showing total sales per customer. Uses measure Total Sales grouped by Customer.
• Page Header: Includes report title and date for formal presentation.

Dashboard Layout

+--------------------------------------------------+
|                 Page Header                       |
|          "Sales Orders Formal Report"             |
|               Date: 2024-06-01                    |
+--------------------------------------------------+
| Paginated Report Table (detailed rows, fixed)    |
| +----------------------------------------------+ |
| | Order ID | Customer | Order Date | Product | Qty | $ | |
| | ... detailed rows with page breaks ...        | |
| +----------------------------------------------+ |
+--------------------------------------------------+
| Total Sales: $680.00                             |
|                                                  |
| Sales by Customer (Bar Chart)                     |
|  Alpha Corp  | ██████████████  $270               |
|  Beta LLC    | ██████████      $305               |
|  Gamma Inc   | ████            $105               |
+--------------------------------------------------+

Interactivity

The paginated report is designed for printing and formal presentation, so it has minimal interactivity. However, filters can be applied before generating the report, such as date range or customer selection. These filters update the paginated table and the sales by customer chart to reflect only the selected data.

Example: Selecting Customer = 'Alpha Corp' updates the table to show only Alpha Corp orders and updates total sales and chart accordingly.

Self Check

If you add a filter to show only orders from 'Beta LLC', which components update?

• The paginated report table will show only Beta LLC orders.
• The total sales measure will recalculate to sum only Beta LLC orders (125 + 180 = 305).
• The sales by customer chart will update to show only Beta LLC with $305.
• The page header remains the same.

Key Result

A formal sales report using paginated layout showing detailed orders, total sales, and sales by customer for precise printing and presentation.