Imagine if an actual end-user could make all modifications - with BI Book, it's possible! BI Book offers the opportunity to customize, tailor, and create all reports needed in your organization. If you can't find what you are looking for in BI Book, you can create new reports using built-in dimensions and metrics. The look and feel of reports and dashboards are completely editable for you to make them fit their users.

If needed, we would love to help you with custom reports. Contact us at if you'd like our help in customizing your reports.

How to edit a report

Please note:

  1. Only users with admin or editor rights can edit reports; readers cannot. Check out these instructions if you wish to change a user's right to edit reports.
  2. The report must have editing enabled if you wish to edit it. Only standard reports have this option. Check out these instructions if you wish to learn more about the subject.
  3. The data and model views cannot be accessed through the BI Book user interface but have to be done with Power BI Desktop.

To begin editing, go to the analytics page, choose the report you want to edit from the report drop-down menu, and click Edit report

The view that opened up has most of the functions of Power BI Desktop's report view. For example, you can add a completely new page to your page from the plus button in the lower right-hand corner of the screen.

We recommend you use the Duplicate page function if you want to play around with an existing page. This way, you can always go back to the original page if you are not happy with your edits. To duplicate a page just right-click it on the bottom bar and click duplicate. As you can see from the picture below you can also rename, delete and hide a page by right-clicking it.

To work with a visualization you need to select it by clicking it. Now you see the kind of visual it is in the Visualizations pane (the visual is highlighted and indicated with an arrow in the picture below) and you can change the kind by clicking on another visual type in the Visualizations pane. If you change the type, the same values used in the original visual will however stay. You can deselect values by clicking on the small x on them and if you want new values you can drag and drop them from the Fields pane. By hovering with the mouse over a value you'll see from which Fields table it is. For example, in the picture below Revenue is from the table "1 Mapped GL Measures".

You can format a page's or visual's properties such as the font, title, colors etc by selecting the page or a certain visual by clicking on it and then by clicking on Format. The format pane will then open.

Another useful feature is filtering. Filters remove all but the data you want to focus on. It can be done on four levels; the whole report, the whole page, a certain visual, and a certain column. You can open the Filters pane by clicking on the arrow in it (see picture below). You can learn more about filtering here

The top bar also has many useful features for editing your report. You can for example add text boxes, shapes, and buttons or edit how visuals interact with each other. 

When you're done, remember to Save your report. Or you can click Exit Edit Mode without saving if you were not happy with your edits, and the report will go back to how it was before you entered edit mode. 

Useful Power BI tutorials

Microsoft has some amazing Power BI tutorials that we recommend you to check out if you like to hone your editing skills even more. Follow this link to get to the site shown below. On the left-hand side in the menu under How-to guides > Visualizations you find a long list of everything you can think of regarding Power BI visuals.

If needed, we would love to help you with custom reports. Contact us at if you'd like our help in customizing your reports.