Introduction

  • 1 minute

To help your customers gain the full power of Excel and Power BI, you may need to provide some of them with technical training on how to use paginated reports.

This train-the-trainer course will prepare you to deliver the Designing Report Layouts module of the Power BI Paginated Reports in a Day instructor-led course.
That course will take your customers on a journey to develop and then publish paginated reports with Power BI. By the end of your delivery, you will have alleviated some of their reporting concerns and moved your sales forward.

Depending on your customers’ needs you may want to deliver this module by itself, or with the other modules in the Power BI Paginated Reports in a Day course to help close sales.

Designing report layouts

Making a report that is easy for the user to understand is the difference between helping your organization be successful, and accidentally generating uncertainty.

In this module we’ll cover how to explain and demonstrate:

  • Designing report layouts
  • Setting dynamic properties

Tip

As you take this train-the-trainer guide, consider how you and your partners could present the content to your customers.

Report design process

A typical development methodology covers these steps:

  1. Create the report
  2. Create a data source
  3. Define dataset(s) to retrieve data
  4. Define report parameters
  5. Design the report layout
  6. Test the report design (in preview mode)
  7. Publish the report to the Power BI service
  8. Configure any post-publication tasks

This development methodology is not set in stone. It is intended to provide a general overview of what’s involved when authoring and publishing reports.

Tip

Be sure to check with your customer for their design methodology before teaching this one. The closer that the methodology you teach is to your student's experience, the easier this content will be to learn.

How to teach this module

This train-the-trainer course will give you the technical knowledge required to teach your customers to create, publish, and distribute Power BI paginated reports. This training will help you explain and demonstrate paginated reports to your customers to reduce their reporting concerns and move your sales forward.

This course is a mix of tips, videos, labs, resources, and knowledge check questions:

  • The tips offer advice on how to best deliver the content.
  • In the videos, Peter Myers, Chris Finlan, and special guest Paginated Report Bear take you through the course and show you how to demonstrate creating paginated reports.
    • Peter Myers is a Microsoft Most Valued Professional - Data Platform and developed this course.
    • Chris Finlan is a Principal Program Manager at Microsoft.
    • Paginated Report Bear is the Course Morale Manager.
  • The labs will help you practice developing paginated reports so you can better demo to your customers.
  • The resources will help you guide your customers to additional information during and after the sales process.
  • The knowledge check questions will help you identify key messages and possible disconnects for your customers.

Course files

The instructor-led course content is available at: https://aka.ms/priad-video-course.
Video recordings of Peter Myers (Microsoft Most Valued Professional - Data Platform, and course developer), and Chris Finlan (Principal Program Manager) delivering the course are available at: https://aka.ms/priad-online-course

Power BI account

You are responsible for having your own Power BI account.

The Power BI account is required for two reasons:

  • To upload a Power BI Desktop file, which is a data source for report development.
  • To publish reports, which are optional and dependent on the student having access to a workspace of Premium capacity.

To receive credit for this module of the train-the-trainer course Prepare to teach: Paginated reports in a day

Watch the videos, practice the labs, visit the resources, and complete all the knowledge check questions to receive credit.