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PBI_AMS
Helper I
Helper I

Enabling text commentary on a report in the service by non-experts

I produce a monthly report in Power BI and publish it in the service for a group of stakeholders in my org who need to share those reports with others.  The reports update automatically--based on live data in my Datamart--but are filterable (by a synced slicer) for each of the stakeholders' business lines. However, a key historical feature of these reports -- when they were produced in word, ppt, and excel -- was the addition of some context in the form of written notes. These were produced by the stakeholders and provided some additional context around metrics in the reports and strategy for addressing any concerns. These stakeholders are not Power BI users and they are not expected to be, so, unlike with PPT, they can't edit the report directly.  

 

So, the experience I want my stakeholders to have is this: They visit a link to the report in the Power BI service each month and review the data. Then they write up notes and strategies [somewhere] and these notes and strategies are updated to a page in the report that is ALSO controlled by the slicer. 

 

I've played with embedding my reports in Powerpoint and hate that experience. I've considered creating individual "Dashboards" for each business line and letting them edit those, but I haven't found a way to embed the dashboards in the report.  

 

Anyone else have any suggestions or ideas for how to achieve this?  

2 ACCEPTED SOLUTIONS
lbendlin
Super User
Super User

There's a free option using a PowerApps visual, and then there are paid visuals that offer data write back capabilities.

View solution in original post

You have to create that yourself. The PowerApps visual is a standard visual in Power BI.

lbendlin_0-1698695123075.png

 

View solution in original post

4 REPLIES 4
PBI_AMS
Helper I
Helper I

Alright! I'm going to see if I can learn how to make this work. 

lbendlin
Super User
Super User

There's a free option using a PowerApps visual, and then there are paid visuals that offer data write back capabilities.

Do you recall the name of the PowerApps visual you've seen used for this? I can't find one.  The ideal experience would be if you could embed a word document in a powerbi report, but I don't see that anyone has successfully done that.  

You have to create that yourself. The PowerApps visual is a standard visual in Power BI.

lbendlin_0-1698695123075.png

 

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