Content Page Options
Learn how to customize content page properties & share your Power BI content
The Reporting Hub gives you several options for customizing the content page properties and features of your Embedded Power BI content.
Access Content Page Options
Select your profile picture to access the Admin Settings menu.
Select Manage Content.
Navigate to the content page you'd like to edit and select it. If it is within a category, you will have to expand that category by clicking on the blue v icon on the right.
From here, you will be able to edit the Navigation Permissions settings based on Users/Security Groups including editing, export, sharing, dataset refresh and scheduling email of reports. You will also be able to edit the Filter and Content Pane settings here.
Select Save to save your changes.
Filter and Content Pane Options
Filter Pane
The Filter Pane appears on the right-hand side of the screen that contains your Embedded report. The Pane will expand when selected, giving users the option of searching and filtering data within your report.
The color of this filter pane is set within the Power BI report itself. Learn more about formatting filters in Power BI reports.
For more information, see this Microsoft tutorial on Filter Panes.
Title and Description
Your Title and Description (as entered in the "Name" and "Description" text boxes) will appear in a header bar above your embedded Power BI content.
Content Pane
The Content Pane is a list of report pages that appears in a header bar above your Embedded content. Enable this is your content page has multiple report pages.
The Reporting Hub will automatically create a tab for each page of your Power BI report. The tab you're currently viewing will have bold font.
Navigation Permissions
Navigation permissions are set at the group/user level for each report. Each navigation permission can be turned on/off at the tenant level.
Report Sharing and Exporting is available for Business, Enterprise or Commercial-tier subscriptions.
Report Sharing
If Report Sharing is enabled, reports can be shared by any user with access to that content page.
To share a Power BI report:
From the Report Options drop-down menu at the top right-hand corner of the screen, select Share Report.
Choose from the following options:
Must log in to see the report:
If "yes" is selected, the report will only be accessible to users with valid login credentials for that tenant.
If "no" is selected, anyone who's been given the link will be able to view the report.
Use Full Page:
If "yes" is selected, only the content page itself will be displayed.
If "no" is selected, the content page will be displayed within the Reporting Hub application window.
Link expires At:
Your link will expire on the date and time selected.
Click Share. A pop-up will appear with the link to your report.
Report Export
If Report Export is enabled, users that are able to view a report will also be able to export and save the report as a PDF, PNG, or PowerPoint file.
To export a Power BI report:
From the Report Options drop-down menu at the top right-hand corner of the screen, select Export Report.
Choose from the following options:
Export Format
You can export your report as either a PDF, PNG, or PowerPoint file.
Export Pages
You can choose to export either your entire report or the page you're currently viewing.
Export State
Selecting Report Default will export your report in its original form.
Selecting Current Filters Applied will export your report according to the filters you've specified in your Filter Pane. This can come in handy if, say, you want to share specific aspects of a report, but don't want your client getting bogged down with superfluous information.
Click Export Report. It may take a couple of minutes to export the report.
Dataset Refresh
The allow dataset refresh option allows report users to refresh the report's dataset(s) from the report page of the Reporting Hub.
While viewing a report in the Reporting Hub, users can refresh the report's dataset via the Report Options menu.
Report Editing
Report editing can be enabled by granting permissions to specific security groups or individual users. There are two permissions available: Allow Edit and Save and Allow Edit and Save As. The editing interface within the application mirrors the experience found in the Power BI Service.
Allow Edit and Save
When this permission is granted, users can edit reports directly within the application and save their changes to the original report. These changes are applied globally and affect all users.
Allow Edit and Save As
This permission allows users to save a copy of the report with their changes. The copy is saved in the same workspace as the original report. To display the new version in Reporting Hub, it must be added as a content page via Manage Content.
Edit mode
Once editing is enabled, users with the appropriate permissions can enter edit mode by selecting Edit Report from the Report Options menu.
Visual Data Export
The Reporting Hub, like Power BI, allows you to export specific elements of visualization data within your Power BI report, in one of two formats:
Summarized data
Underlying data
For more information, see the Microsoft tutorial on Exporting Visualization Data:
Refresh Visuals
The Refresh Visuals button allows users to update the visuals on the current report page without reloading the browser. This is especially useful for DirectQuery reports, where data is queried live from the source.
Clicking this button does not refresh or reload the data model itself. Instead, it simply re-queries the underlying data source to ensure that the most recent data available in the model is displayed in the report visuals. This helps keep your view up to date without affecting filters, slicers, or your current page state.
This option is displayed by default on all reports.
Page View Setting in PBI
The appearance of your report in the Reporting Hub will correspond to the "Page View" settings you've selected within Power BI.
For more information, see the Microsoft tutorial on Power BI Report Display Settings:
Last updated