Building Interactive Dashboards and Insights

Power BI on Mobile

Learning Outcome

6

Understand offline access, alerts, and sharing on mobile

5

Interact with reports using touch-based controls

4

Use Power BI Mobile app features effectively

3

Design mobile-optimized report layouts

2

Understand how reports behave on mobile devices

1

Explain what Power BI Mobile is and why it is important

How report and dashboards are created in Power BI Desktop

How slicers, filters, and visuals work

Basics of interactive dashboards

Difference between report design and report consumption

Students already know:

 Imagine your in a meeting 

  • Your laptop is closed.
  • Your desk is far away.

The discussion moves on.

 A question comes up in a meeting.

  • Sales today?
  • Performance this week?

Now imagine something different.

     You pull out your phone.    

The Dashboard is there.

You Tap a Filter.

The Chart updates.

The Answer is instant.

The Data didn’t move.

You did.

Why should insights stay tied to a desk?

Why should data wait for a screen that isn’t with you?

 If decisions can happen everywhere:

 That’s why Power BI works on mobile .

Power BI Mobile puts insights in your pocket.

Power BI provides:

  • A dedicated mobile app

  • Mobile-optimized report layout

Desktop reports are built for analysis

Mobile reports are built for speed and clarity

The core section explains how Power BI works on mobile and how to design for it

 Power BI Mobile

  • Power BI Mobile is a mobile application for:
     

    • iOS
       

    • Android

It allows users to:

  Designed primarily for data consumption, not creation  

View reports and dashboard

Interact with visuals

Monitor KPIs in real time

Why Power BI on Mobile Is Important

Keeps stakeholders connected to live data

Supports real-time monitoring of critical metrics

Reduces dependency on laptops and desktops

Enables decision-making on the go

How to Use Power BI on Mobile

1. Download

the Power BI
app

App Store or Play Store

Access shared reports and insigihts

2. Sign in using
a Microsoft
account

Track KPIs and Performances

3. Access reports and dashboards from the workspace

Use Filter and Slicers

4. Tap
visuals to Interact

  Use filters and slicers to customize views  

Mobile-Optimized Reports

  Desktop layouts do not automatically work well on mobile  

  Power BI provides a Mobile Layout view in Power BI Desktop

Open report in Power BI Desktop

Focus on KPIs and key trends

  Steps to Create Mobile-Optimized Reports  

Switch to Mobile Layout view

Resize and rearrange visuals

Remove unnecessary visuals

Designing for Mobile Usability

targets

Use:

  • Cards
  • Simple charts

 

  • Dense tables
  • Overcrowded pages

Avoid:

Prioritize key metrics

Touch-Friendly Interactions

Power BI Mobile supports:

Tap​

Scroll

Swipe

Users can:

Select data points​

Drill down into data

Apply slicers

  Key Difference from Desktop

  • Mouse hover is replaced by tap

  • Tooltips appear on tap instead of hover

Text

  User can personalize
  their mobile experience by :

Reordering reports
 

Pinning dashboards
 

Using themes (where supported)

Improves accessibility and usability for individual users

Personalization Options in Power BI Mobile

Real-Time Updates and Alerts

Reports can be downloaded for offline viewing​

Internet connectivity is unstable

Traveling or commuting

Offline Access

Offline data reflects last refresh

No live interaction without connectivity

Limitations of Power BI on Mobile

 

  • No report editing or modeling
  • Limited customization compared to desktop
  • Best suited for viewing and interaction, not design

  Sharing and Collaboration on Mobile

Share reports

Send snapshots

Collaborate quickly

Enables faster alignment and decision-making

Users can:

Summary

5

Offline access supports mobility

4

Real-time alerts keep users informed

3

Touch-based interaction replaces mouse-based actions

2

Mobile layouts ensure usability on small screens

1

Power BI Mobile enables on-the-go access to insights

Quiz

What is the primary purpose of Power BI Mobile?

A. To design & build Power BI reports on mobile 

B. Viewing and interacting with reports

C. To store data in the cloud

D. To create SQL queries and datasets

What is the primary purpose of Power BI Mobile?

A. To design & build Power BI reports on mobile 

B. Viewing and interacting with reports

C. To store data in the cloud

D. To create SQL queries and datasets

Quiz-Answer

Power BI on Mobile

By Content ITV

Power BI on Mobile

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