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I need to make executive summary reports for over 50 projects that will pull data from a data warehouse. I am curious does anyone know how to create the template report and then auto generate tabs for each project or do I need to create each one and put a filter on it? That would be difficult to manage as projects close and open daily.
Does anyone have any ideas how to do this in Power BI - it's basically like a mail merge concept that you would use in word. I have to be able to export these summary pages at a high volume monthly and exporting one report at a time is not efficient.
@Anonymous why you want seperate tab for each project? Why not list all project on one main page and create a drill thru page to give respective information of that project. So you will get two pages, one main page, and 2nd drill thru. This will be most efficient way to do this.
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Our PMO team must create reports with risks and migration plans and track progress and budget. Our Executive team reviews each project based on a Project Summary page that captures all of this. They want to be able to see each project separate. I don't want to manually control each report tab. I would like them to generate based on a Project flag in the the Project table.
@Anonymous make sense, proposed solution I provided earlier is the way to go, creating seperate tab is not a scalable solution and if you have make any change, it has to be done on each tab.
So create summary page based on whatever selection criteria is and then create drill thru page to get to see more detail information of a project, it is going to be much better user experience and easy to maintain and scale.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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