- Yooo! What's up? This is Patrick from Guy in a Cube and in this video, I'm gonna talk all about the new paginated report visual
(dinging) in Power BI. Stay tuned. (upbeat music) If you find this is for
the very first time, be sure to hit that subscribe button to stay up to date from all the videos from both Adam and this guy. Adam and this guy. Okay paginated report visual. It's in Preview, but I just could not
resist doing a video on it. So you guys know how I like to do, instead of all this talking, let's do what? Let's head over to my laptop. So the first thing you need to do, because it's in Preview, you need to go to File, Options and settings and Options. Choose Preview features, and you'll see down at the bottom, the Paginated report visual. Go ahead and check it. You'll have to restart
the Power BI Desktop if you don't have it
enabled already all right? And click okay, and now you're ready to work. The first thing you need to do
is create a paginated report. You can use the Power BI
Report Builder to do that. When you're designing this out, you make note of your Parameter data type because the data type
in the paginated report, must match the data
type in Power BI report. This becomes really really a
factor when you're doing dates because you may have your date formatted as a date time or a date
data type in Power BI, but when you do it in paginated report, when it automatically
generates one for you, it creates as a text data
type and so it won't match up. So you can if you read the documentation in the Consideration sections, they kind of walk through the
three things that you can do. And then my buddy Jason over at BIFocal with the BIFocal podcast. If you don't listen to
it you should go listen. He wrote really good white paper on it that walks you through
the details of this visual but also shows you how to
address any Parameter issues that you may run into. All right? So once you have your
paginated report created, go ahead and publish
it out to the service. Once it's published out to the service, you need to make sure that it can run. Manage your data sources and everything. Make sure it executes properly. Once you do that, all you need to do at this point now, is use using new visual. So go to the Visualizations section. Click on the paginated report visual, and if you're not signed in it's gonna give you a
prompt to sign into Power BI because that's the only
way it's gonna know how to find your reports. And so you can see right here I'm signed in as Patrick LeBlanc. Then I go ahead and
choose Connect to report, and then you find the report. So this is the report that I want to use in my paginated visual. Go ahead and check the box
and choose Set parameters. Once you do that, it'll take a little bit
to do some identification. It's work under the covers to render it. And now you can see it says, "Hey you got a little warning here." Go ahead and select the
related field to map. And right now you can
see everything disabled. That's because when I added the visual, I forgot to map my fields
to those Parameters. It's okay right? You can do it anytime. Go
ahead and drag it over. Once I drag it over there
you'll see it's enabled. If you have default values
for your parameters, that'll be enabled so
you can toggle it on. I don't at this time, but I do have a field that
I'm after to check it. It's gonna show the selected value for that particular field on your report. Click See report, and then it'll begin to render the report. You need to make sure
that people understand that this can take a little bit, because it is going to
likely pull a lot of data. So just be careful when you are embedding these in your report. And make sure you put the Power BI report and the paginated report
in the same work space. Once it renders, you'll see that there's your report. You can see I have 2015 selected, and it passes it through to 2015. It's 52,000 rows. If I have this slicer
enabled for multi-select, so if I select 2016, you notice this little guy right here. To interact with the elements, you've got to select Apply changes before I can set any other properties. And this is only by default, the Apply changes. You can toggle it on or off, and I'll show you after
I click Apply changes. So while this is running, we'll head over to the formatter section for this paginated report visual, and you'll see you have
some properties here. One of them is Auto-apply filters, and you can toggle that on. Anytime someone interacts with the visual, that's mapped to the
parameter in your report, it's going to automatically
refresh that paginated report. But maybe there's three slicers that is mapped parameters in that report. So every time they click one, it's going to start refreshing. My recommendation is, keep the Auto-apply filters
off to give your end users, your report consumers, a chance to select everything they want. Then they can click Apply
when they're ready to do it, because if you have multiple slicers or multiple elements that you're
cross highlighting in with, it can be a not so pleasant experience. Just think about that while you're setting up this
paginated report visual. So you can see how this slicer
passes the values through. And I like it a lot. And then you can see other properties here where you can turn the Toolbar on. I'll toggle it on in just a little bit. You can see where you can
turn the Title off and on. Pretty much very similar properties with all the other visuals. So I'm going to go ahead
and toggle this one on, and what happens is I get my Apply change. I'm gonna go ahead and
click my Apply change and we have to wait. So now with the Toolbar turned on, you can see I have an option to page through the different pages
of the paginated report. I can see the Parameters. I can set the Parameters
and view the report. A lot of functionality is
supplied directly in the visual. I'm gonna go ahead and collapse this. This second to last thing is the Export. Imagine you're using a
table visual in Power BI and you see I only have 52,000. Let's bump it up, right? Let's say I have a 104,000. If I go to Export this to CSV, I'm going to get a little warning saying "Hey you've exceeded the export limit." But with paginated reports, you can say I have 104,000. All I need to do is click Export, choose an option, and it doesn't have any limits so I can export as much data as I want to. Not quite sure why you
want to export data, but hey, hey. Everybody's got their own preference. I can export as much as I want; I can choose any format. Not only can I exceed the limit, but if I want to maintain
any formatting or anything, you know like Power BI
today with matrices, it doesn't maintain it. But you can definitely do that with some of these export options
here in paginated reports. It's pretty cool. The last thing I want to talk about, you notice how I'm doing
a multi-select here. I'm not going to click it because it takes a little bit to render. You have to accommodate for
that in your paginated report. You can see in this report, I just did something really simple. If I go to the Dataset itself, I'm just using the SQL dataset. You can see that I'm doing IN, in my parameter. And it's really simple. Once I do IN in my parameter and I go to the parameter itself, I turn on Allow multiple values and Power BI and paginated report will automatically create
a comma delimited list. And then I use the Join function here to display the comma delimited list. All right, what do you guys think? Are you using this new
paginated report visual? Do you have any questions, comments? You know what to do. Post them in the comments below. If it's your first time visiting the Guy in the Cube channel, hit that subscribe button. You like my video, you get a big thumbs up. As always from Adam and myself, thanks for watching. See you in the next video.
