Insights Report Developer: 
Producing Analytic Reports - Selecting Auto-Create Report

If you select Auto-create report, Power BI will pick and choose the layout and data summary based on how it interprets the information from the semantic model initially, and then you can add or remove additional data based on what you want to see in the report.

Power BI will give you options to tune the query it initially built to alter how the data is presented.

For this example, we added Closing Classification Code, Dept Revenue Name and Fiscal Year as data points to the report.  Power BI incorporated those points and re-generated several visuals for the report.

If you additionally want to see the data presented in a table, you can click the Show data table option from the top menu and then select how Power BI presents the data in a table.  In this example, we select to have the table presented by Accounting Summary Measures. 

Similar to infoAdvantage, and as we saw earlier in this training on the My Data panel, the regular Data panel also gives access to the different reportable fields in the semantic model with which you can use to build my report.  You can incorporate features such as text boxes or shapes if you want to create static, manually-populated header columns for your report. You can add a table of data to complement the graphic that Power BI generated for you by auto-creating this report. You can change the graphic visualization of the data if you want as well, similar to the graph features available in Microsoft Excel or Word.

Clicking the plus icon at the bottom of your report workspace will allow you to add a second page to the report.  Here, you can take a more custom approach to building more of the report if you want, rather than having Power BI create the report for you.  This page concept functions similarly to tabs in infoAdvantage, where a single report might have multiple tabs of data (such as the Cover Page, reportable tables, and then a raw data tab).

You can drill into the folder levels of the Data panel to find the different values you want to report on, or use the search field at the top to search for fields by keyword.  Once you find the data objects that you want to include in the second page of your report, simply drag them into the main workspace area, and Power BI will start to build the table of data based on the objects.

From here, you can continue building out your report elements until you have a fully detailed report that provides all the data and formatting you require.

Remember to Save (from the File menu option).  You will want to ensure you save the report to your department workspace so that it is accessible for promotion to your department folder in Insights later – this is what will make the report accessible in the Report List (RPRTLST) page of CORE.

The name for your report should follow a standard naming convention to ensure it is easy to identify.  We recommend including your name at the end of the file while it is in the development phase.

Do not save copies or duplicates of reports unnecessarily. If a version of a report already exists in your department folder, modify and save that same version.  Multiple copies of reports across workspaces, including copies of StateWide reports and other department reports, will no longer be allowed and will be deleted as part of ensuring proper data and report governance for Insights.