Monday, December 04, 2023

Lesson 4 - Introduction to Power BI Templates

Power BI templates are pre-designed report layouts that can be saved and reused, which helps in consistent and efficient report creation.

Creation of Power BI templates involves designing and configuring a report or dashboard layout, visuals, data connections, applying themes which acts as a base for efficient and consistent report development.

Why Power BI Templates?

  • Consistency: Power BI templates allow us to create standardized report layouts, visuals, and data connections which ensures that all reports created from the template follows same design principles and formatting guidelines, which provides consistent and professional look across all our reports.
  • Time Savings: Templates saves time by providing predefined structure of report which avoid creation of report from the scratch each time by reusing the templates eliminating recreation of common elements.
  • Collaboration and Standardization: Power BI templates can be shared within teams which ensures everyone is working with the same design standards. This promotes better collaboration and standardization
  • Efficiency and Productivity: Power BI templates helps in eliminating the need of manually recreate visuals and settings which in turn we can quickly generate reports by populating data with consistent formatting and Layouts.
Overall, Power BI templates provide a range of benefits, including consistent design, time savings, increased productivity etc.

In this Blog post we going to discuss more about Power BI layouts which comes under creating Power BI templates.

Power BI Layouts

The layout of our reports and dashboards plays a major role in effectively communicating insights to our clients. A well-designed layout can transform raw data into visually appealing stories. Here we going to explore different approaches of creating powerful layouts for Power BI Reports or dashboards.

Approach 1: Pre-designed Layouts offers a collection of pre-designed layouts that can be downloaded and imported into Power BI. These layouts provide ready-to-use designs for various data visualization scenarios, saving time and effort in report creation.

By clicking on the required layouts based on our requirement we can download and import into power BI as (.Pbit files)

Here I have used this free Pre-designed Layout “Layouts – Left Slicers with Logo” for my Power BI Report. There are also paid layouts available here. 

  • Click on File option in Power BI Desktop, File  Import  Power BI template and import the downloaded Pbit file.

Note: After Importing Pbit file, Our Power BI layout will get opened as a New Untitled Power BI report. We need to populate data and create visuals according to the layout

  • Import data into the Power BI report. Below Screenshot shows the layout after loading data into Power BI

  • Below shows the final dashboard with 4 Quadrant predefined layout.


Approach 2: Custom Layout using Power Point

Power BI custom layouts can be beneficial for specific scenarios, even when there are pre-defined layouts available.

Custom Layouts can be used when we need a tailored design when predefined layouts do not align with some reporting needs. It can also use when organization already follows some standard reporting templates.

While pre-defined layouts in Power BI are easy and convenient for many users, custom layouts offer personalization and control that cannot be achieved with standard templates.

  • Open Power Point app, Click on the Insert New Blank Slide

  • Go to Insert tab and Click on Insert-->Shapes-->Desired shape
  • Create the layouts using shapes as per the requirement, click on home tab and select color and outline of the shape for further formatting options

  • We can give effects to the shape using Shape effects options. We can give any effects like shadow, glow etc. as per our requirement. Click on the Shape -> Shape Effects--> Shadow
  • Finally, the Report layout looks like this. We can save this as .png file and we can use this as a canvas background in Power BI

  • Save the layout as PNG file format

  • Open Power Desktop. Click on the empty canvas, now on the Right side click on the visualizations pane--> Canvas background-->upload the PNG file

  • Now the Report layout to build visuals is ready to use.

  • Now drag and drop the visuals and populate the data.


Tags Power BI
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