Forum Discussion
Choosing a report template
Is it possible to choose a report template based on option selection and number of images available?
Say for a portfolio of 50 projects, containing:
- Text selections like Project Manager, Project Sponsor, ID & SAP Code & Project Name with Reporting Date.
- Narrative selections like Project Summary, Activities Completed Last Period, Upcoming Activies, Key Deliverables (nice to size based on amount of content). These selections could be options.
- Tabular report concerning risk
- Gantt chart (coding to pull from P6 data)
- Images (either 1,2,3 or 4)
If you can direct me to a resource which outlines how this could be done. Thanks in advance.
Hi kylee_anne ,
Power BI does not support fully dynamic report templates that change layout based on option selections or the number of images at runtime, like a template-driven Word mail merge. However, you can achieve some dynamic behaviors using bookmarks, field parameters, conditional formatting, and DAX logic.
Options to consider:
-
Bookmarks & Selection Pane: Predefine several report layouts (templates) as bookmarks, and let users pick via buttons. Each bookmark can show/hide visuals (including different image arrangements).
-
Conditional Formatting and Visibility: Use DAX measures or SelectedValue logic to show/hide visuals or display different content/visuals based on slicer/parameter selection (including swapping images).
-
Dynamic Narratives: Use the Smart Narrative visual, and tie text to DAX measures to update content based on project selection.
-
Dynamic tables/charts: Use field parameters or dynamic measures to swap tables, Gantt charts, etc.
For images:
There’s no native way to have a visual automatically “resize” or change template for 1–4 images, but you can use multiple image visuals, each with visibility controlled by your DAX logic (show/hide based on image count).Resources:
-
5 Replies
Hi kylee_anne
You can create your own template, but dynamically switching between templates based on option selections isn't supported. However, you might be able to achieve a similar behaviour by using a combination of bookmarks, field parameters, and conditional formatting. Keep in mind that all relevant data regardless of user option selection must already be loaded into the semantic model.
Hi kylee_anne ,
Power BI does not support fully dynamic report templates that change layout based on option selections or the number of images at runtime, like a template-driven Word mail merge. However, you can achieve some dynamic behaviors using bookmarks, field parameters, conditional formatting, and DAX logic.
Options to consider:
-
Bookmarks & Selection Pane: Predefine several report layouts (templates) as bookmarks, and let users pick via buttons. Each bookmark can show/hide visuals (including different image arrangements).
-
Conditional Formatting and Visibility: Use DAX measures or SelectedValue logic to show/hide visuals or display different content/visuals based on slicer/parameter selection (including swapping images).
-
Dynamic Narratives: Use the Smart Narrative visual, and tie text to DAX measures to update content based on project selection.
-
Dynamic tables/charts: Use field parameters or dynamic measures to swap tables, Gantt charts, etc.
For images:
There’s no native way to have a visual automatically “resize” or change template for 1–4 images, but you can use multiple image visuals, each with visibility controlled by your DAX logic (show/hide based on image count).Resources:
-
Hi kylee_anne
You can create a template by yourself.
More information about this , by the links:
https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-templateshttps://www.youtube.com/watch?v=Cf7BL5s6rx4
Or to buy it from other developers / designers.
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.
Hi kylee_anne ,
Thank you for reaching out to the Microsoft Community Forum.
Hi Ritaf1983 , rohit1991 , danextian , Thanks for your prompt response.
Hi kylee_anne , If Ritaf1983 , rohit1991 , danextian responses has resolved your issue. please mark their responses as “Accept as solution” to assist other community members in resolving similar issues more efficiently.
Regards,
Dinesh
Hi kylee_anne ,
We haven’t heard from you on the last response and was just checking back to see if you have a resolution yet. And, if you have any further query do let us know.
Regards,
Dinesh
