Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Creating a Form from a record

I have a reasonably large excel file with several hundred records. Each record has approximately 40 columns. In PowerBI I want to be able to select priority 1's (say 12 records) and present them as a well designed form 12 times. Potentially sending as a PDF with 12 Pages covering the 12 priority 1 opportunities.

 

I cannot find any documentation/tutorial to educate me. I am also very new to PowerBI!!

 

Any help greatly appreciated. 

 

Cheers Mark

Need Help

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    HI Anonymous 

     

    I think this depends on how much automation you need?  If you are happy manually saving each individual form as a pdf, the following example should give you some ideas.

     

    For simplicity, I created a dataset of 19 rows containing an 'ID' column and priorities '1' or '2'

     

    On the Report page I applied a Filter on 'Priority' for priority '1'

    I then created a 'Form' using Cards of my data, then added a Slicer based on 'ID'

     

    As you iterate through the Slicer you will be presented with each new Form.  You can 'Print as pdf'  (Only from the Service)

     

    I hope this helps, Sduffy