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Formatted Export to PDF in Power BI

by Inforiver | May 30, 2023 | ,

Perform formatted exports to PDF from your Power BI reports.

1. Export only select columns and measures from your tabular and matrix reports 

Export the entire table/matrix or select specific columns using the ‘Selected Columns’ option in the toolbar. In the following example, only the last three quarters are exported to the PDF file.


2. Retain expand/collapse status of rows and columns as you export to PDF 

Notice that the rows under the Home Appliances and Camera and Camcorders categories are hidden in the PDF file, while other categories are expanded. 


3. Preserve a variety of table and measure layouts  

Successfully export a variety of table layouts (hierarchy, table, stepped, and drill down) and measure layouts (measures in rows and columns) to the exported PDF file. The following example shows a stepped layout with measures in columns.  


4. Retain the number formatting and scaling

Retain scaling, decimal places, prefix/suffix items as you export to PDF. Observe how the table header shows values in thousands, and notice the prefix ($) and suffix (/unit) in some of the values 


5. Export to PDF with font styles, background, and alignment 

The example below shows a sales report with different background colors for column groups, borders, background, and font colors. Also, notice the tilted measure headers. 


6. Export with conditional formatting 

Export reports along with conditional formatting to PDF file. The image below shows data bars (Sales column), color scales for the background (PY Sales), ABC classification (Margin), and semantic formatting (Margin %).  


7. Export with visual-level filters 

The advanced and nested (and/or) filters applied to the table are retained when exporting to a PDF file. The image below shows only the products with sales above 100k and positive margin% in the United States. 


8. Export manual and calculated rows & columns inserted by the user 

Manual data entry and calculated columns, measures, and rows created by the user in the visual can be exported to the PDF file. 


9. Export with custom header 

Export report headers with charts, KPI cards, and images seamlessly to the PDF file. 


10. Export the table/matrix with notes  

Export inline notes, footnotes and dedicated notes columns to the PDF file. Observe footnote and dedicated notes column exported to PDF below. 


11. Export the table/matrix with multi-line comments  

Export Power BI reports with threaded conversations to the PDF file.  


12. Adjust page view 

Configure properties such as font, page size, page orientation, scaling, margin, etc that will impact the settings of the exported PDF file.   


13. Send the exported PDF file as an ad-hoc email 

Send an ad-hoc email with the PDF attached. External email addresses are also supported. This feature is available in Inforiver Enterprise. 


14. Send periodic emails with PDF attachments 

With Inforiver Enterprise, you can also send PDF files periodically to users in your organization. Users can receive the PDF file in an email based on schedule frequency. Different categories can also be sent to different users using filters/bookmarks. 


Here is a brief video outlining formatted Export to PDF using Inforiver in Power BI.

Visit our documentation page to learn more about Export to PDF in Power BI.

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Inforiver is the fastest way to do everything in Power BI. It enables citizen developer productivity and unleashes true self-service with our intuitive and interactive no-code data app suite for Microsoft Power BI. The product is developed by Lumel Technologies Inc, who are #1 Power BI Visuals AppSource Partner serving over 3,000+ customers worldwide with their xViz, Inforiver, and ValQ offerings.
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