Monthly refreshing report with lots of text - ideas for how

[Hickling]

Howdy all. So I have a lot of reports that happily refresh away each month full of visuals. But my higher ups want to expand these to include a lot of commentary to avoid having to cut and paste things around for their various reports that include my data. The problem is that text can be a small amount or a large amount each month for each item. I've tried explaining that Power BI isn't great for that as I can't tell a visual to scale in size depending on the text amount, and they don't want to have to scroll. Before I do my best to gently let them down here, I thought I'd see if anyone has any solutions they've used to achieve something like this?

[Akash_Varuna · Accepted solution]

@HicklingYou could store the commentary in a SharePoint list, Excel file, or SQL table and link it to Power BI for dynamic updates. You could also use Power BI Paginated Reports, which automatically adjust layout based on text size. Another option is to use tooltips or buttons to reveal additional commentary interactively. Finally, you could embed Power BI visuals into Word/PowerPoint or integrate PowerApps for more flexible text handling.

[v-sgandrathi]

Hi @Hickling,

Thankyou  @Akash_Varuna for your reply on the issue.

I'm glad to hear that your query was resolved! If the response provided by the community member addressed your concern, kindly confirm.

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[v-sgandrathi]

Hi @Hickling,

May I ask if you have gotten this issue resolved?

If it is solved, please mark the helpful reply or share your solution and accept it as solution, it will be helpful for other members of the community who have similar problems as yours to solve it faster.

Thank you.

[v-sgandrathi]

Hi @Hickling,

we haven't heard back from you regarding our last response and wanted to check if your issue has been resolved.

If our response addressed by the community member for  your query, please mark it as Accept Answer and give us Kudos. Should you have any further questions, feel free to reach out.
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[rohit1991 · Accepted solution]

Hi @Hickling

You can try this practical option to store your monthly commentary in an Excel or SharePoint file (with each row linked to a month or refresh date).

Then, use Power BI to pull that data dynamically you can connect it to your main visuals via a relationship or use a slicer to show the right month's commentary.

For better formatting, consider Paginated Reports if you need rich, printable text layouts they’re great for long-form content. But if the goal is just to update text easily each month, a simple data-driven text table might do the trick.

[Akash_Varuna · Accepted solution]

@HicklingYou could store the commentary in a SharePoint list, Excel file, or SQL table and link it to Power BI for dynamic updates. You could also use Power BI Paginated Reports, which automatically adjust layout based on text size. Another option is to use tooltips or buttons to reveal additional commentary interactively. Finally, you could embed Power BI visuals into Word/PowerPoint or integrate PowerApps for more flexible text handling.

[Hickling]

Paginated reports isn't something I've really played with, I think I'll start there. Thanks for the suggestions!

[Akash_Varuna]

@Hickling If this answered oyur question please do accept this as a solution so that it could be easy for others to find 
Thanks In Advance