Customizing Reports in Power BI

Purpose/Overview

In this article, you’ll learn how to customize reports using Power BI in Utilisphere. Power BI reporting gives you the flexibility to tailor dashboards and reports to your organization’s needs, whether you’re analyzing ticket data, tracking Work Items, or monitoring trends. By customizing and exporting reports, you can share insights across your team and support data-driven decision-making.

Navigation Path:

To access this feature: Utilisphere > Analytics > Power BI Reporting

Things to Know:

• Permissions: You must have reporting permissions enabled in Utilisphere to access Power BI.
• Limitations: Large reports with many visuals may take longer to load.
  
  

Key Benefits/Use Cases:

• Customizable Reporting: Tailor Power BI dashboards and reports to focus on the data and metrics that matter most to your organization.

• Data-Driven Insights: Analyze trends, identify patterns, and make informed decisions based on real-time Work Item and ticket data.

Customizing Reports:

Once inside your new report, follow these steps to build out a report with Power BI:

1. Select Open Advanced Edit (top-right option).

2. Open the Data, Visualizations, and Filters panels (if collapsed) by clicking on the carrot icon at the top of each panel.
   
   

3. Select a visualization type (Matrix or Table recommended for starting). Hovering over each icon will show the name of the visualization.

4. In the Data panel, search and drag in the fields you want:

   • Add a measure (e.g., Ticket Count) to the Values field.

   • Add row dimensions (e.g., State, Type Category) for breakdowns.

   • Add column dimensions (e.g., Month, Year) for trends.

   • Drag the box anchors on the visual to fit it in your window.

5. Use the Filters panel to refine results (e.g., filter Creation Year to only show 2022–2024).

6. Experiment with other visuals for different views.

   • Hint: Copy and paste your table, then switch to a chart (bar, pie, or line) for new perspectives.
     

7. Collapse side panels by clicking the carrots (>>) for a full-screen view.

8. Click Save Report when finished.

9. 
   

Adding Dashboards:

1. To track multiple perspectives (e.g., locator performance or late tickets), click the + icon at the bottom to add another page and repeat the above steps.

Related Features/Next Steps:

• Power BI and Utilisphere
  
• Getting Started with Reports in Power BI
  
• Exporting & Sharing Reports in Power BI

FAQ/Troubleshooting:

Q: My report won’t load. What should I do?
A: Large reports can take time. Try collapsing visuals, filtering for smaller date ranges, or refreshing your browser.

Questions?  Contact us!