Create a Power BI Report

You can create a custom Power BI report using the report editor and make it available on the Dashboards tab in Analytics. You can also use a template to help get you started with creating a Power BI report.

Note: For Spectrum users, unlike Spectrum BI, you cannot include UD fields in your custom Power BI report.
Once you have a created a Power BI report, you can manage access to the report by assigning tags to it. Tags work in conjunction with permission groups. For details on working with tags and permission groups, see Manage Tags and Manage Permission Groups respectively.
Note: For information creating a report from a template, see Create a Power BI report from a template.
  1. From the Dashboard tab, select Add Report > Power BI Report.

    The New Power BI Report page opens and displays available datasets.

    Note: If you don't see the Add Report button, or if the New Power BI Report page does not display, you haven't been assigned the appropriate access level. Contact your Analytics Admin for assistance.
  2. Select a dataset. For descriptions of available datasets and information on available fields and measures, see Power BI Field Definitions.
    The Power BI report editor opens.

  3. Use the Power BI report editor to create a report with the selected dataset.
    You can refer to the following resources to learn how to create and modify a report using the Power BI report editor.
    1. From the Data column, you can select fields or measures to add them to the report. You can also use the search window to find a field or measure.

      For definitions of all available fields and measures, see Power BI Field Definitions.

    2. From the Visualizations column, you can modify how the selected fields and measures appear in the report by applying a visual and arranging how the selected fields appear within in the visual.
      Note: From the Build visual options in the Visualizations column, the Map, Paginated report, and Azure map options are not supported.
    3. From the Filters column, you can add fields to set up filters for your report.
    Note: If you see a feedback option within the report editor, note any feedback you submit is not sent to Trimble Viewpoint. To send us feedback, please use the Send Feedback button on the Analytics home page.

    For some example reports, see Power BI Report Examples: Service Revenue.

  4. Once you have finished modifying the report, save it as follows.
    1. Select File > Save as
    2. In the Save Your Report dialog, enter a report name, and then select Save.
  5. From the Add Report page, you can apply tags to the report to manage access to it. Once you publish the report, it will be shared with the permission groups associated with the selected tags.
    1. Select the tags you want to apply to the report. Existing tags are shown under the Tags heading.
      • Reports with the Public Report tag are available to all users who can access Power BI reports and are indicated with a globe icon .
      • Reports with the Hidden Report tag are visible only by selecting the Hidden Reports option.
      Depending on your permissions, you may have the following additional options:
      • Create a new tag by selecting the Create New Tag icon.
      • Edit an existing tag by selecting the settings option for that tag.

        For more information on creating and managing tags, see Manage Tags.

    1. Under the Sharing With heading, review the permission groups and users who will be able to access the report based on your selected tags once the report is published.
    2. Under Description, you can add a description for the report.
  6. Select Publish Report to make the report available on the Dashboards page.