User guide for Client report sharing

FU · ‎12-21-2022

Hi all,

I will soon be sharing my PBI report with a client and wanted to see if anyone had any ideas on a 'User Guide' to go with the report. The user guide is intended for users who already have access to the Power BI tool. It will help them find out what features/functions are available and how to use them. The user guide will explain each screen and field.

Any ideas?

ibarrau · ‎12-21-2022

Hi, I often think that the best idea is inside the report, make sure titles and tooltips are really clear. You can always add text to help understand actions.

Finally this post and video will help because not only can you use this for documentation but also for user guide.

Post: https://blog.ladataweb.com.ar/post/681343113401352192/powerbi-documentar-tu-informe-dentro-del-infor...

Video: https://www.youtube.com/watch?v=yYr_SlG8bpw

I hope that helps,

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

Happy to help!

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