presentation view in power bi

How to View Full Screen in Power BI Desktop

Power BI Desktop is a powerful business analytics tool that helps you visualize and understand data in a more meaningful way. One of the great features of Power BI Desktop is the ability to view dashboards and reports in full screen mode. In this article, we will explore the steps to view dashboards and reports in full screen mode, discuss the benefits of using full screen mode, and provide tips and tricks to optimize your viewing experience.

Table of Contents

Maximizing Your Power BI Desktop Experience with Full Screen View

As a data analyst, having a clear and unobstructed view of your dashboards and reports is critical to finding insights and making informed decisions. Full screen mode in Power BI Desktop is an excellent way to enhance your experience by maximizing the space on your screen, allowing you to see more information at once.

In addition to maximizing your screen space, full screen mode also eliminates distractions from other applications or notifications that may pop up on your desktop. This allows you to fully immerse yourself in your data analysis and stay focused on the task at hand. Furthermore, you can easily toggle between full screen mode and regular view with just a click of a button, making it a convenient feature to use whenever you need it.

A Step-by-Step Guide to Viewing Full Screen in Power BI Desktop

The process of viewing dashboards and reports in full screen mode is quite simple. Here are the steps:

• Open Power BI Desktop and navigate to the dashboard or report you wish to view in full screen mode.
• Click on the full screen icon in the top right corner of the screen, or press the F11 key on your keyboard.
• Your dashboard or report will now be displayed in full screen mode. To exit full screen mode, simply press the Esc key on your keyboard or click on the full screen icon again.

It is important to note that viewing dashboards and reports in full screen mode can enhance the user experience by providing a larger and more immersive view of the data. This can be particularly useful when presenting to a group or when analyzing complex data sets. Additionally, full screen mode can help to minimize distractions and improve focus on the data being presented.

The Benefits of Using Full Screen View in Power BI Desktop

There are several benefits to using full screen mode in Power BI Desktop:

• Maximizes screen space for clear and unobstructed viewing
• Allows you to see more of your dashboard or report at once
• Reduces distractions and improves focus on the data

In addition to the benefits mentioned above, using full screen view in Power BI Desktop can also improve collaboration and communication among team members. When presenting your dashboard or report to others, full screen mode allows everyone to view the data clearly and without any distractions. This can lead to more productive discussions and better decision-making based on the insights gained from the data.

How to Optimize Your Dashboard Viewing with Full Screen in Power BI Desktop

To optimize your viewing experience in full screen mode, follow these tips:

• Hide or minimize the side panel to create more space
• Use filters and drill down functionality to focus on specific data points
• Maximize the size of visuals by enabling the “Fit to Page” option

Additionally, you can also use the “Bookmark” feature to save specific views of your dashboard and easily switch between them while in full screen mode. This can be especially helpful when presenting to others or when monitoring specific metrics over time.

Top Shortcuts for Quick Access to Full Screen View in Power BI Desktop

If you frequently use full screen mode in Power BI Desktop, you may find these keyboard shortcuts useful:

• Press F11 to toggle full screen mode on and off

Please note that while other shortcuts may be available in different applications, Power BI Desktop does not have specific shortcuts such as Ctrl + F11 or Shift + F11 for entering full screen mode and hiding panels or ribbons. It’s important to familiarize yourself with the Power BI Desktop environment and its available features.

Full screen mode in Power BI Desktop can be particularly useful when presenting data to others or when you need to focus on a specific visual. However, it’s important to note that some features may not be available in full screen mode, such as the ability to edit visuals or access the data model.

Another way to access full screen mode is by right-clicking on a visual and selecting “Focus mode.” This will enlarge the visual to fill the screen, while still allowing you to interact with it and access other features in Power BI Desktop.

Best Practices for Using Full Screen View in Power BI Desktop for Maximum Efficiency

Here are some best practices to follow when using full screen mode in Power BI Desktop:

• Use full screen mode sparingly and only when you need a clear and unobstructed view of your data
• Maximize the use of filters and drill down functionality
• Avoid cluttering your dashboard or report with unnecessary visuals or information

Another important best practice to keep in mind when using full screen mode in Power BI Desktop is to ensure that your visuals are optimized for the larger screen size. This means using appropriate font sizes, colors, and visualizations that are easy to read and understand at a larger scale. Additionally, it’s important to test your report or dashboard in full screen mode to ensure that all elements are properly aligned and displayed without any distortion or cropping. By following these best practices, you can maximize your efficiency and productivity when working with Power BI Desktop in full screen mode.

Troubleshooting Common Issues When Viewing Full Screen in Power BI Desktop

If you experience any issues when viewing dashboards or reports in full screen mode, try the following troubleshooting steps:

• Ensure that your screen resolution is set to the recommended size for your device
• Check that your browser zoom is set to 100%
• Clear your browser cache and cookies
• Restart your computer or device

However, if the above steps do not resolve the issue, there may be a problem with the Power BI Desktop software itself. In this case, try updating to the latest version of the software or reinstalling it altogether.

Another common issue when viewing dashboards or reports in full screen mode is slow loading times. This can be caused by a variety of factors, such as large data sets or complex visuals. To improve loading times, try optimizing your data model or simplifying your visuals. You can also try using the “Optimize for Viewing” feature in Power BI Desktop to improve performance.

Customizing Full Screen Mode to Suit Your Needs in Power BI Desktop

Customization options for full screen mode in Power BI Desktop are limited. However, you can:

• Choose to show or hide the status bar
• Enable or disable the “Escape key exits full screen” option

While Power BI Desktop does not support “Fade in and out” animations or custom background images for full screen mode, you can still personalize your experience by adjusting the settings that are available within the software’s options.

How-to: Navigate the User Interface of Power BI Desktop’s Full Screen Mode

Navigating the user interface in full screen mode is straightforward. Here are some tips:

• Use your mouse to interact with visuals and data points
• Use the scroll wheel to zoom in and out of the dashboard or report
• Use the arrow keys on your keyboard to navigate between visuals or pages
• Use the Ctrl + P keyboard shortcut to print your dashboard or report

In summary, full screen mode in Power BI Desktop is a powerful tool that can enhance your viewing experience and help you gain insights from your data. By following the tips and best practices outlined in this article, you can make the most of this feature while avoiding common pitfalls.

Additionally, you can use the “F11” key on your keyboard to toggle between full screen mode and regular mode. This can be helpful if you need to quickly switch between modes or if you want to view your dashboard or report in a smaller window. Keep in mind that some features may not be available in full screen mode, so it’s important to test your dashboard or report in both modes to ensure everything is working as expected.

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May 26, 2022

Interactive data storytelling with Power BI in PowerPoint

Camille Birch

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Hi, Office Insiders! My name is Camille Birch, and I’m a Product Manager on the PowerPoint team. I’m incredibly excited to share that PowerPoint now supports embedding live, interactive Power BI reports right into your slides! 

Interactive data storytelling with Power BI

By embedding live Power BI reports in your slides, you can tell interactive, data-focused stories. No more copying and pasting inevitably out-of-date screenshots or switching between your PowerPoint slides and your Power BI report during a presentation. You can now build narratives around your data and drive meaningful conversations through interactive reports right in PowerPoint.  

This feature is a long-standing customer request. We are happy to bring it to you and support your growing needs for data storytelling in increasingly data-driven workplaces and cultures. 

How it works

• Open a new or existing presentation in PowerPoint. 

NOTE: If you don’t see the Power BI button in the ribbon, you can get the add-in from the Microsoft App Store. 

• Copy the link to the Power BI report you want to insert, paste it into the Pa st e report page URL here box, and then select Insert .

When the report has been loaded into the slide, it is live and interactive both in Edit and Slide Show view. Any change that you make in Edit view–such as updating a slicer or changing a filter–is automatically saved. So feel free to customize the view of the data you want to present in advance. 

You can also filter and pivot to different views of the data to showcase key points and insights.

Tip and tricks

• If you want your data view to remain static (to prevent data refresh or changes to filters/slicers), you can freeze the current live view to turn it into an image. In the top-right corner of the report, open the menu and select Show as Saved Image . This will convert the report view into an image until you select this option again to unfreeze it.
• To view the interactive data during your presentation, attendees will need to have a Power BI subscription and be logged in with an active account, and have access to the report (unless you’ve frozen the view as an image, as discussed above). To ensure that anyone you share the presentation with will have access to the report, share a link from Power BI by clicking Share > PowerPoint .  

Known issues

• Reports are not interactive in PowerPoint Live. 
• When viewing the Power BI report in Slide Show view in PowerPoint for web, you may be prompted to authenticate. 
• The presentation will not inherit the sensitivity label assigned to the Power BI report when inserted. For example, if a Power BI report labeled as Confidential is inserted into a presentation labeled as Public, the presentation’s label will not change and will remain as Public. 

Requirements

You must have an active Power BI subscription to use this feature.

Availability

The Power BI ribbon button in PowerPoint is rolling out to Insiders who are running Beta Version 2201 (Build 14825.10000) or later.

All users can install the Power BI add-in from the Microsoft App store.

Don’t have it yet? It’s probably us, not you.

Features are released over some time to ensure things are working smoothly. We highlight features that you may not have because they’re slowly releasing to larger numbers of Insiders. Sometimes we remove elements to further improve them based on your feedback. Though this is rare, we also reserve the option to pull a feature entirely out of the product, even if you, as an Insider, have had the opportunity to try it.

We want to hear from you! Please click Help > Feedback to give us input about this feature. 

Learn what  other information you should include in your feedback  to ensure it’s actionable and reaches the right people.

Sign up for the Office Insider newsletter  and get the latest information about Insider features in your inbox once a month! 

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Microsoft Power BI Gains Presentation Mode on Windows 10

The Windows 10 app of Power BI now has a Presentation Mode that enhances collaboration and conferencing situations.

Microsoft has sent out a new update for Power BI for users running the Windows 10 app version of the data analytics suite. While the update is not loaded with new features, it does score an important new ability. Power BI on Windows 10 now has an enhanced presentation mode.

With this mode, Microsoft says conferencing and collaboration environments gain a powerful new tool.

To use the Presentation Mode, users can select the full screen button located in the menu bar. Once selected, Presentation Mode will reframe the screen to remove the app frame. Focus is entirely on the data and dashboard visuals when Presentation Mode is enacted.

“Using Presentation mode in the Power BI app running on Surface Hub in your conference room and collaboration areas, better allows you to have meetings which focus on your data,” Microsoft explains. “Presenting, collaborating and having productive discussions with your colleagues and team members while using your data in your Power BI dashboards and reports has never been easier.”

A new action bar is also visible in this mode, although its availability depends on the size of the display. For example, if your screen is 84” or lower, the action bar appears on the top or the bottom of the display. For screens over 84”, the bar is located on the left of right edge.

The action bar is an important part of the Presentation Mode in Power BI. This is where users can navigate through pages and enter the report and/or app. Users can also search through the action bar.

Enhancing collaboration further, Presentation Mode has support for pen input, allowing users to highlight and edit in real-time.

Presentation Mode is available for Power BI on Windows 10 from the Microsoft Store here .

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Tell a story with your data. Announcing the all-new Power BI integration for PowerPoint.

Data culture is about putting data into the hands of business users who need data and insights in decision making. When the same users need to drive a conversation and enable decision making, they usually use PowerPoint presentation to lead that conversation. However, while the data in Power BI is up to date, live, and interactive – when it’s usually added to the presentation in the form of screen captures, stripped of interactivity, and doesn’t update. As a result, it’s up to you to manually create new screenshots to keep your presentations up to date.

Guess what? No more. Today we’re very happy to announce the preview of Power BI data storytelling in PowerPoint. We’re thrilled to be shipping an add-in that lets you add Power BI reports and bookmarks to your slides and enjoy the delightful interactive experience of Power BI inside your presentations. With data storytelling, data will always be up to date in your slides, whether you’re building a presentation or presenting it live to others. From today, using Power BI data storytelling, you can respond to people’s requests to get more information, without leaving your presentation and while maintaining the flow of your meetings.

How to get started?

Starting from powerpoint.

For those who are using Microsoft 365, we’ve added a new Power BI button to your PowerPoint ribbon.

If the Power BI button is not there yet, you can still get the add-in from the Office store. Just search for the Power BI add-in published by Microsoft.

Once the add-in is in your slide, all you need to do is bring the URL of a report page or bookmark you want to add to the presentation.

Starting from Power BI

You can also start with a Power BI report you wish to use. Use the Share button and then choose PowerPoint , or select Export > PowerPoint > Embed live data . Both options will present you with this dialog.

Now, you have a URL you can use in an existing presentation, or if you wish, you can use the Open in PowerPoint button to create a new presentation with this report page ready for you.

Using Power BI storytelling

Once the report is loaded to the presentation, it is live and interactive, also when you show the presentation as a slideshow. You can enjoy all of Power BI’s “slice & dice” capabilities and really engage with your audience based on the data and insights you have on the slide. With storytelling, you’re now able to respond to questions and feedback raised during a presentation, and to look at a different view of the data by making new data selections to create more relevant views.

Any change that you make in the view when you’re editing the presentation, such as updating a slicer or changing a filter, is automatically saved in the presentation, so you can tailor the view of the data you want to present to the context of your meeting in advance.

Freezing the view

Sometimes you might want your data view to remain static. For this you have the option to freeze the current live view, and make it into an image. Go to the top-right corner of the add-in, open the menu, and select Show as Saved Image . This will turn the add-in into an image until you reselect this option.

Sharing the presentation and permissions

When you share the presentation with others, they’ll need an active Power BI account and access to the report to view the data in the presentation, unless you’ve frozen the view as an image.

To make sure people in your org can access the report and enjoy the live data experience, use the link generated in Power BI from the Share > PowerPoint option. Any person you share the presentation with via this link will get access to the report.

Users who don’t have permission can request access to the report from its owner directly from the presentation and will be able to view the data once they’re given access.

Try Power BI data storytelling today

With the Power BI storytelling add-in, the data in your slides is always fresh, so you can trust it with any decision you need to make.

We’re starting the rollout of Power BI data storytelling this week. First, we’re enabling it in Office’s beta channel and publishing the add-in in the Office add-in store. We’ll then continue the rollout in other rings based on Office’s standard feature deployment process. Stay tuned and look for the new Power BI button in the ribbon of your PowerPoint desktop application!

We are also lighting up the starting points in Power BI as well, so check out both your PowerPoint desktop application and Power BI for easy access to data storytelling.

And remember, even if you don’t see the Power BI button yet in your PowerPoint ribbon, you can get the add-in directly from the Office add-in store and start using it today. Just search for the Power BI add-in published by Microsoft.

As always, we’re looking for your feedback to help inform us about where to take the product next as we evolve and add more innovations and capabilities to this new experience. So please submit your feedback and ideas to the discussion in this blog.

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Present Power BI Reports in PowerPoint

Building a super-cool Power BI dashboard with full interactivity (slicers, bookmarks, drill-through, etc.) can be quite satisfying.

But what do you do if you need to present this interactive dashboard in a meeting where PowerPoint is your only means of presentation?

Power BI does have a feature that allows you to export the screen as an image, but the image lacks all the wonderful interactivity.  Plus, if you must give the presentation at a later date, you’ll need to update all the exported images because the data will likely have changed.

Hope is just around the corner.

Power BI released a feature that allows you to export the dashboard to PowerPoint while retaining most if not all the functionalities.

Let’s give a warm, XelPlus welcome to  Embed Live Data .

Watch video tutorial

In this tutorial:

• Obtaining the Power BI Add-In for PowerPoint
• Testing Report Interactivity
• Adding a Power BI Report to an Existing Presentation
• Deeper Analysis During a Presentation
• Additional Presentation Features
• Sharing the Report

Working with the Power BI service online, we have a dashboard with the following interactive features:

• Slicers that allow us to filter by years
• Buttons that switch us between pages
• Slicers that allow us to select departments and channels

We want to export this dashboard to PowerPoint and retain interactivity.

Power BI now has an option behind the  Export  button called  Embed Live Data .

When selected, we have the option to open the dashboard in PowerPoint with or without the current filter selections.

NOTE:  As of this post’s publish date (July 2022), this feature was still in preview release.  It has since become generally available with the March 2023 release .

Selecting the  Open in PowerPoint  option presents the following message.

Clicking the “ Trust this add-in ” will load the Power BI report into a PowerPoint slide.

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Fast Track to Power BI

We need to take a step back and talk about obtaining the Power BI add-in for PowerPoint.

Before we can just drop a Power BI report into PowerPoint as easily as has been demonstrated, you need to first visit the Microsoft Store and download and install the Power BI add-in for PowerPoint.

• Launch the Microsoft Office Add-Ins feature by selecting  Insert (tab) -> Add-ins -> Get Add-ins .
• Search the Office Add-Ins for “ Power BI ”.

Once added to PowerPoint, you will see the add-in on the  Insert  ribbon.

Power Excel Bundle

By having the Power BI add-in as part of PowerPoint, we have full interactivity in our PowerPoint slide, both in Presentation Mode and standard Slide Design Mode.

Notice that the only page we have from our report was the page displayed when we performed the  Embed Live Data  action.

If you need other pages from the report, those pages will need to be inserted separately.

One workaround to this is to include a page navigation interface on the needed pages.

Buttons and bookmarks are fully operational.

Excel Essentials for the Real World

When working with an existing presentation, we can easily add a Power BI report by creating a new, blank slide and selecting  Insert (tab) -> Power BI .

Our slide presents a placeholder that requests the link we saw earlier from the Power Bi service when we perform the initial export routine.

Click the  Copy  button to place the Power BI report link on the Clipboard.

Return to PowerPoint and paste the link in the placeholder and click  Insert .

In addition to the report’s slicers and buttons working during the presentation, we can also leverage Power BI’s filter controls.

This embedded report is arguably superior to embedding Excel dashboards as Excel’s interactivity does not carry over to PowerPoint.

Capturing a Screenshot

If you need to capture a screenshot of the report during the presentation, click the arrow button in the upper-right corner and select  Show as Saved image .

You can then right-click the report and copy it to the Clipboard for pasting it onto another slide or any other application.

To return to the interactive version of the report, click the arrow button in the upper-right corner and deselect  Show as Saved image .

Report Options

In the lower-right corner reside controls for hiding the filter pane, refreshing the data, and resetting the report.

Changing the Report’s Story

Any changes made to the Power Bi report in the PowerPoint slide  do not  flow back to Power BI.

However, changes to the Power BI report at the source  will  flow down to PowerPoint when the slide link is refreshed.

Deleting a Report from a Slide

Clicking a Power BI report on a slide and pressing the  Delete  key will not remove the report from the slide.

To remove the report from the slide, click the arrow button in the upper-right corner and select  Delete .

Hiding the Status Bar

If you don’t wish to display the bottom banner with the report add-in controls, click the down-arrow button in the lower-right of the report.

Viewing Report Status

The lower-left corner of the report displays the name of the Power BI report file as well as the date and time of the last refresh.

Clicking the report’s name will take you to the full report on the Power BI website.

If you share the report with an associate, the person with which you are sharing must have a Power BI account and have been granted access to the report and its underlying dataset.

The report and its data are not stored in the PowerPoint file, only a connection is created between PowerPoint and Power BI.  The interactivity is displayed in real-time as the presentation is being used.

All security permissions are retained and respected.

Leila Gharani

I'm a 6x Microsoft MVP with over 15 years of experience implementing and professionals on Management Information Systems of different sizes and nature.

My background is Masters in Economics, Economist, Consultant, Oracle HFM Accounting Systems Expert, SAP BW Project Manager. My passion is teaching, experimenting and sharing. I am also addicted to learning and enjoy taking online courses on a variety of topics.

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How to integrate Power BI reports with a presentation in Microsoft PowerPoint

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If your organization is using Microsoft Power BI mobile, you have access to a lot of data via interactive reporting. That information is vital when making decisions and presenting growth, goals, and other benchmarks to others in your organization. Now Power BI reports are easier than ever to share because you can add them to Microsoft PowerPoint presentations.

SEE: Windows, Linux, and Mac commands everyone needs to know (free PDF) (TechRepublic)

In this tutorial, I’ll show you how to share Power BI reports as live reports or embedded images working from PowerPoint or Power BI mobile. Working with existing Power BI reports will save you a lot of preparation time.

This feature is available to Microsoft 365 and Power BI mobile users.

How to get the Power BI add-in for Microsoft PowerPoint

You may already have this feature in PowerPoint. Click the Insert tab and look for the Power BI group in the middle of the ribbon. Click the button to add a frame and start the process.

If you don’t find that button, download Power BI as follows:

• Click the Insert tab.
• In the Add-ins group, click Get Add-ins.
• In the resulting dialog, search for Power BI.
• Choose Microsoft Power BI, as shown in Figure A , and click OK. Downloading might take a few seconds.

Regardless of whether you used the Power BI button or the add-in, you’re now ready to link to the report. To do so, access the report online using Power BI mobile, paste its URL into the add-in control, as shown in Figure B , and click Insert. Allow a few seconds for this feature to link to the appropriate report.

Figure C shows the resulting report in a PowerPoint slide. During the show, you can filter the reports as if you were using Power BI mobile. In addition, the link is live, so as you update information via the data source, the link updates the reports in PowerPoint. To embed another report, you will need to download a new add-in frame or click the Power BI button via the PowerPoint interface.

You don’t have to start with PowerPoint. You can also share the report from Power BI mobile to PowerPoint.

How to share a Power BI report to Microsoft PowerPoint

If you prefer to start with Microsoft Power BI mobile, open the report and then use Share or Export. Both options offer a PowerPoint choice and end up displaying the dialog shown in Figure D .

After copying the link, open PowerPoint and insert the URL in a Power BI frame as you did above.

The difference with this route is that Export lets you embed the report as an image, which won’t update, or a live link, which will. Share lets you send a link to people via email or open the report in a new PowerPoint file.

Using either Export or Share you can bypass the add-in download task by clicking Open in PowerPoint ( Figure D ). Doing so opens a new .pptx file and imports the report into a slide without downloading the add-in frame first.

Sharing in Microsoft PowerPoint

Those with which you share the PowerPoint presentation will need an active Power BI account and access to the report to view the data in the presentation. Use the Share option to PowerPoint shown in the previous section.

Users without permission must request access to the report from its owner directly from inside the PowerPoint presentation.

Thanks to this new connection capability between Microsoft Power BI and Microsoft PowerPoint, you can share your data’s story in your PowerPoint presentations using existing Power BI reports. That link is live, so regardless of when you share that story, your reports will be up to date. For working efficiently, you can’t beat this combination.

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• Power BI no PowerPoint – Apresente Relatórios no PowerPoint

Você sabia que agora é possível apresentar o Power BI no PowerPoint de uma forma totalmente interativa?

Caso prefira esse conteúdo no formato de vídeo-aula, assista ao vídeo abaixo ou acesse o nosso canal do YouTube !

Para receber por e-mail o(s) arquivo(s) utilizados na aula, preencha:

Não vamos te encaminhar nenhum tipo de SPAM! A Hashtag Treinamentos é uma empresa preocupada com a proteção de seus dados e realiza o tratamento de acordo com a Lei Geral de Proteção de Dados (Lei n. 13.709/18). Qualquer dúvida, nos contate.

Power BI no PowerPoint

Você já deve ter criado diversos dashboards, mas pode ter dúvidas sobre a melhor forma de apresentá-los. Muitas pessoas utilizam o próprio Power BI Desktop para essas apresentações, mas essa não é a opção mais recomendada.

Hoje, quero mostrar como integrar o Power BI com o PowerPoint, permitindo que você apresente seus relatórios do Power BI diretamente dentro do PowerPoint.

Com essa integração, você poderá combinar toda a capacidade de análise de dados e construção de dashboards interativos do Power BI com as funcionalidades e facilidades de apresentação e compartilhamento do PowerPoint.

Dessa forma, você não terá apenas uma captura de tela do relatório no PowerPoint, mas sim um dashboard totalmente interativo, onde poderá utilizar todas as funções do seu relatório.

Existem três maneiras diferentes de integrar o Power BI com o PowerPoint, e vou detalhar cada uma delas nesta postagem. Assim, suas apresentações serão ainda mais visuais, profissionais e impressionadoras!

Para exemplificar cada um desses processos, utilizaremos o Dashboard de Compras que construímos em outra aula do Blog da Hashtag. Você também pode fazer o download do material disponível nessa aula e utilizar o dashboard fornecido.

Power BI Online – Publicando Relatório Online

Para compartilhar seu relatório do Power BI no PowerPoint, o primeiro passo é publicá-lo no Power BI Online.

Se você ainda não tem uma conta, é possível criar uma gratuitamente. Confira esta aula para aprender como fazer isso: Conta Gratuita no Power BI – Como criar a sua gratuitamente!

Com sua conta criada, volte ao Power BI Desktop, vá até a guia Página Inicial , clique em Publicar e salve em Meu Workspace .

Após a publicação, seu dashboard estará acessível no menu Meu Workspace do Power BI Online .

No Power BI Online, você verá que seu dashboard foi dividido em duas partes:

• Relatório : onde você pode visualizar o dashboard completo, com todos os gráficos, filtros e outros elementos visuais.
• Conjunto de Dados : onde ficam armazenadas todas as informações que alimentam o dashboard, como tabelas, fórmulas e relacionamentos entre tabelas.

É o Relatório que vamos utilizar para compartilhar no PowerPoint.

Exportando o Relatório como Imagem

Uma das maneiras de integrar seu relatório ao PowerPoint é exportando-o como uma imagem estática .

No entanto, essa abordagem não é a mais recomendada, pois impede a interação com os dados, como a aplicação de filtros em tempo real.

Para exportar como imagem, acesse o Power BI Online. Dentro do relatório carregado, clique em Exportar , selecione PowerPoint e, em seguida, Inserir uma Imagem .

Clique novamente em Exportar n na janela que abrirá e aguarde o download. Feito isso, você poderá acessar seu dashboard dentro do PowerPoint.

Entretanto, essa opção transfere seu dashboard para o PowerPoint como uma imagem fixa, sem possibilidade de interação dinâmica .

Exportando Dados Dinâmicos para o PowerPoint

Uma alternativa mais eficaz é utilizar a opção de Inserir Dados Dinâmicos ao exportar para o PowerPoint. Essa abordagem permite que seu dashboard seja completamente interativo dentro da apresentação.

No Power BI Online, ao exportar para o PowerPoint, escolha Inserir Dados Dinâmicos.

Clique em Abrir no PowerPoint na janela que aparecerá e aguarde o carregamento completo do dashboard.

Nessa abordagem, seu dashboard estará totalmente utilizável e funcional . Com essa opção, você pode aplicar filtros, explorar tooltips e interagir com o dashboard diretamente no PowerPoint.

Utilizando o Suplemento do Power BI no Power Point

Outra maneira de integrar seu relatório ao PowerPoint é utilizando o Suplemento do Power BI dentro do PowerPoint.

Com a apresentação do PowerPoint aberta, vá até a guia Página Inicial , clique em Suplementos e, em seguida, em Obter Suplementos .

Na janela que abrirá, procure por “Power BI” e clique em Adicionar .

Após adicionar o suplemento, você poderá utilizá-lo diretamente dentro da apresentação do PowerPoint na guia Inserir .

Ao inserir o suplemento, uma caixa será carregada na página da apresentação, solicitando que você insira o link correspondente ao seu dashboard.

Esse link pode ser obtido no Power BI Online, acessando a opção Exportar > PowerPoint > Inserir Dados Dinâmicos .

Basta copiar o endereço da página do relatório e colá-lo no campo correspondente no PowerPoint. Com isso, o dashboard será carregado de forma acessível e funcional, permitindo seu uso normal durante a apresentação.

Vantagens e Limitações do Power BI no PowerPoint

A principal vantagem da integração do Power BI com o PowerPoint é a possibilidade de apresentar dados atualizados e interativos de forma prática e eficiente durante as apresentações.

Isso é especialmente útil em ambientes corporativos, onde é comum combinar slides do PowerPoint com relatórios do Power BI para auxiliar a visualização dos dados e a tomada de decisões.

Por outro lado, essa integração possui algumas limitações, como a necessidade de uma licença do Power BI para acessar todas as funcionalidades e a dependência de uma conexão com a internet para garantir que os dados permaneçam sempre atualizados.

Todos que tiverem acesso ao arquivo em PowerPoint poderão ver o relatório?

A resposta curta é: não. A pessoa que tiver acesso ao arquivo com o relatório embutido precisará fazer login em sua conta Microsoft para visualizar o conteúdo.

Se ela tiver permissão para acessar o relatório, concedida pelo proprietário, poderá utilizá-lo dentro do Power BI normalmente. Caso contrário, não conseguirá visualizar nem interagir com o relatório no PowerPoint.

Saiba mais: Como funciona o Power BI Online

Insight de Dados e Gráficos do Power BI no PowerPoint

A Microsoft trouxe uma nova atualização para a funcionalidade de compartilhar nossos dashboards do Power BI dentro do Power Point.

Agora, além de conseguirmos inserir os dashboards dentro do PowerPoint, também temos acesso a duas novas funcionalidades. O Insight de Dados e a opção de colocar apenas o gráfico do Power BI dentro do PowerPoint.

Insight de Dados

A primeira delas é que, após importar seu Dashboard para dentro do PowerPoint, você terá a opção de gerar insights sobre o seu relatório.

Para isso, basta selecionar o dashboard desejado e clicar no ícone Opções de dados , localizado no canto inferior esquerdo, e selecionar a opção Insight de Dados .

Isso criará um texto pronto contendo algumas observações e entendimentos gerados que ele teve a partir dos dados extraídos do seu dashboard.

Observe que os dados gerados estarão em uma mistura de inglês e português. Isso ocorre devido aos títulos das colunas do relatório estarem em português, enquanto o texto gerado pelo insight segue o padrão em inglês.

Com o texto gerado, podemos colá-lo e adaptá-lo da melhor forma para o nosso slide no PowerPoint. Podemos traduzir o texto gerado e fazer as adaptações necessárias para tornar as informações mais claras. Ele será uma caixa de texto comum, então podemos editá-lo como desejarmos.

Esses insights podem ser gerados para todos os relatórios que você tiver e para cada um deles, você terá uma resposta diferente.

Colocar Gráficos do Power BI Dentro do PowerPoint

A outra atualização que tivemos nessa integração do Power BI dentro do PowerPoint é que agora não precisamos adicionar o dashboard inteiro ao slide. Podemos simplesmente selecionar o gráfico desejado do nosso relatório e copiá-lo para dentro do PowerPoint.

Vou te mostrar como fazer isso! Como exemplo, estarei usando outro dashboard que tenho salvo aqui, mas você pode usar também o que fornecemos no material dessa aula que funcionará da mesma forma.

Novamente, no seu workspace do Power BI Online, com o dashboard aberto, selecione o gráfico que deseja copiar e clique nos três pontos que aparecerão no menu suspenso no canto superior direito do gráfico. Ali, você encontrará a opção Compartilhar .

Nessa opção, você pode selecionar Abrir no Power Point , mas isso iniciará uma nova apresentação apenas para esse gráfico. Ou você pode clicar em Link para este visual e obter o link direto, assim como fizemos para a dashboard.

Copie o link e volte para o PowerPoint. Na guia Inserir , selecione Power BI e cole o link do gráfico que copiamos.

Feito isso, o gráfico selecionado será aberto e exibido no PowerPoint, permitindo que você o manipule e o inclua na sua apresentação.

Observação: Quando você enviar esse arquivo do PowerPoint para alguém, tanto o gráfico, quanto o dashboard não serão abertos diretamente.

Para que a pessoa possa visualizá-los, ela precisa ter uma conta no Power BI e você deve ter concedido acesso ao email dela.

Como o PowerPoint e o Power BI estão vinculados à sua conta da Microsoft, o dashboard e o gráfico sempre estarão visíveis para você.

Conclusão – Power BI no PowerPoint

Nesta aula, você aprendeu como publicar um relatório no Power BI Online e integrá-lo ao PowerPoint de três maneiras diferentes.

A integração do Power BI com o PowerPoint é uma excelente forma de melhorar suas apresentações, tornando-as mais envolventes e informativas.

Com essa integração, você garante que seu público tenha acesso aos dados mais recentes e possa interagir com as informações diretamente nos slides.

Utilizando essas ferramentas, suas apresentações certamente se destacarão pela qualidade e interatividade, proporcionando uma comunicação de dados mais eficaz e impactante.

Esses conhecimentos são essenciais para otimizar o uso do Power BI no PowerPoint, criando relatórios mais intuitivos e interativos. Além disso, você poderá gerar insights valiosos para apoiar suas análises.

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