Hi, here we are going to see how to design a power bi report template using Power bi desktop, we have total 2 types of templates as following. We can use anyone of the following based on our user accessibility.
- Non-Floating Panel
- Floating panel
Note: Before introducing the templates, if you have any queries or need detailed explanation on building the following templates.
Please contact or reach to Me(B Poornachandra Rao) or Adriano Di Toppa(my manager). So, that we will be able to help
you out and make your work more easy and precise.
Lets get started,
Background color for all pages will be #CCCCCC with 60% Transparency
Non-Floating Panel: We can prefer this template when we don’t want to hide the filters. Where the filters will be
displayed on screen/report along with other visuals. We can use this when we have a smaller
number of visuals
Floating Panel: We can prefer this template when we want to hide/unhide the filters, where we have too many filters or
Visuals on screen/report and disturbing the readability of the data in the visuals. We can use this when
we have a greater number of visuals.
How to Design Power BI Report Template (Non-Floating Panel):
- Select the shape which you have inserted, go to the Format shape click on General, under general expand Properties arrange the size and position (Horizontal-0, Vertical-0) as in the below picture.
After arranging the position, now we need to fill the correct color, as show in the below image. Format Shape -> Style -> Fill (Enable the fill)
Now, in the same way we will insert Circle & Curved Rectangle as well with following properties
Color will be same for all shapes with 0% Transparency (#141A2D)
Now the final step is to create a final shape (Parallelogram) as follows
After applying all the steps as instructed above, the final output will look as follows,
How to Design Power BI Report Template (Floating Panel):
In this floating template, we follow the steps as showing in below image
Color will be same for all shapes with 0% Transparency (#141A2D)
Next step is to create a small rectangle shape for slicers to fit inside of it, as follow. Fill color will be same as above instruction.
Now, we will use circle shape for configure back button (to hide filters/slicers)
-
To make it more visually interactive, we will place Chevron arrow shape on top of the circle. Which acts like back/close icon.
Please follow the image for the properties.
Now, finally we will place an erase icon to clear all filters at once on just a click. Steps are as follows
After applying all the steps as instructed above, the final output will look as follows,