Creating a Form from a record

[Anonymous]

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

[V-lianl-msft]

Hi @Anonymous ,

Based on your description, I think the paginated reports is more suitable for your needs

https://docs.microsoft.com/en-us/power-bi/report-builder-power-bi 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Anonymous]

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