Hi @powerbiexpert22 ,
Yes, it is absolutely possible. Creating structured, form-based documents like an insurance policy is precisely what Power BI Paginated Reports and the Power BI Report Builder are designed for. Unlike standard, interactive Power BI dashboards, paginated reports excel at producing pixel-perfect, print-optimized outputs that look like traditional forms, statements, or official documents.
To achieve your desired layout, you would use the free-form design canvas in the Report Builder. You can place text boxes, lines, and rectangles anywhere on the page to create distinct sections for policyholder details, coverage amounts, or terms and conditions. For parts of the policy that need to repeat for multiple items, such as detailing several covered vehicles, you would use a List data region. This allows you to design the layout for a single vehicle, and the report will automatically repeat that entire section for every vehicle in your data.
You can easily add company logos and other branding elements using the Image control. These images can be static (embedded in the report) or dynamic (loaded from a URL stored in your database). The dedicated Page Header and Page Footer sections are perfect for placing content like your logo, document title, and page numbers that you want to appear on every single page.
The core of creating the form is mixing static text with dynamic data from your dataset. You would place a text box on the report containing a static label, such as "Policy Number:". Then, right next to it, you would place another text box containing an expression to pull the actual data. The expression for the policy number, for instance, would look like this:
=[Fields!PolicyNumber.Value]
When you run the report, Power BI will fetch the value for PolicyNumber from your data source and place it right next to your static label, seamlessly merging your template design with the specific data for each insurance policy you generate.
Best regards,
