Need ideas for organizing Apps and Reports

[Anonymous]

Hi Everyone,

This questions is focused on user experience, not on techniques.

We have reports using mainly 2 data sources (Sales coming from SAP and Opportunities/Activities coming from our CRM system).

Our audiences are quite diverse.

Reports from those 2 sources are being looked at by Sales, Marketing, Controlling/Finance, and central functions.

Each App has several Reports, and each Report has several pages, so things start to get busy.

Is anyone facing the same situation ?

How have you managed to organized your Apps and your Reports ?

Do you have one App by department (Sales, Marketing, etc ...)

Do you have yon App by topic (Pipeline, Activities, etc ...)

Is there any limit in the total number of report pages included into one App that you wouldn't go over, in order to keep user experience relatively easy ?

Does Microsoft have any guidelines or best practices regarding this ?

Thank you!

Thomas.

[v-gizhi-msft]

Hi,

According to your description, i advise to use Quick Insights and Q&A functions.

And you can put one category info into one workspace and publish it as an app for other audiences to use.

Best Regards,

Giotto Zhi

[nickyvv]

Hi @Anonymous,

You could also seperate the dataset and the report.

So create a central (shared) dataset on those 2 sources, and create reports for the different departments per workspace on that Power BI dataset. In that way you only have to manage one datamodel and can create different reports that only apply to one department.

In the example below the reports are published to the same workspace, but you could also publish them to different workspaces.

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