DARTS : Paginated Report - Intro and Best Practices
Created by Miki Yanagi, last modified on Oct 20, 2022
HELP IS AT HAND!
Question, comment, critique? We are here to help and we strive to make our site a comprehensive, user friendly experience. Contact us at DARTS@maine.edu.
Suggested Use Cases for Paginated Reports
Paginated reports are based on the RDL report technology in SQL Server Reporting Services. They can be authored by connecting to data sources directly or by connecting to a shared Power BI Dataset (recommended). They are ultimately suited to support features such as:
Pixel-Perfect, multipage experience (e.g. one-page summary for every invoice, all the rows in the table need to be displayed for printing, etc.)
Export to multiple formats (.pdf, .docx, .xlsx, .xml, etc. )
One can think about Power BI Reports as ideal for analytics and interactive data discovery and exploration and Paginated reports used for data communication to stakeholders, storytelling, and delivery of printer-friendly content.
Authoring paginated reports is typically a more technically challenging and less user-friendly process than authoring in Power BI Desktop. As of April 2020, this is a Premium-Only feature which means that paginated reports can be published only to workspaces residing in dedicated capacity. However, they can be authored against Power BI datasets residing in workspaces not backed by Premium.
Authoring Paginated Reports
All authoring activities for paginated reports will occur in Power BI Report Builder. The Power BI Report Builder tool does not have the same monthly update cadency as Power BI Desktop, however the option to automatically check for updates is enabled by default, so you will be notified when a new release is available:
Step-by-Step: How to author and publish Paginated Reports based on a PBI dataset
Add Data Source: When creating a new Paginated Report in Power BI Report Builder, select the "Add Power BI Dataset Connection" by right clicking on Data Sources in the Report Data pane.
Add Dataset: Right click Dataset and click "Add Dataset"
Create Dataset:
Name the dataset.
Choose the data source
Go to "Query Designer"
Query Designer:
Add fields by dragging from the list
Click to execute the query to check if the query works or not
Create report
Define Parameters
Design Report Layout
Test the Report Design in Preview
Save & Publish:Save the .rdl file to the appropriate SharePoint folder. Choose Save As > Power BI Service to save to the designated reporting workspace residing in Premium capacity when you are finished.
Power BI Service: Now you have a Power BI Paginated report in workspace. This can be easily seen in Power BI Service with a lineage view and Impact Analysis option on the underlying dataset. You might want to set the parameters on PBI Service.