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Visualisation of the flow of states work items.

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Below instruction contains few errors so double check correct flow. Also, split some parts into different work items --> value items (definitions) as they are general how-to's.

Haven't tested the fine-tuning nor how it looks on mobile, but seems to roughly work.

Power BI report:

  • Ensure report published to the web has custom height and width, rather than default screen ratios.

If report created online:

  1. In Power BI Service , navigate to the (online) report.
  2. Click the More options (...) menu, then select Download this file.
    Alternatively, Go to Files and then Download this file
  3. Save the .pbix file to your computer.
  4. Open Power BI Desktop (Windows only, so use VMWare virtual machine)
  5. Click File > Open Report and select the downloaded .pbix file.

The report will open in Power BI Desktop for editing.

To set a custom height and width for a Power BI report page published to the web without it auto-scaling and adding white space:

  1. In Power BI Desktop, go to View > Page View > Actual Size to design at your desired dimensions.
  2. Set a custom page size: Format > Page Size > Custom, then enter specific width and height (e.g., 800px by 600px).
  3. Adjust visuals to fit within the custom canvas, avoiding overflow.
  4. Publish the report to Power BI service.
  5. Embed using File > Embed report > Website or portal.
  6. In the iframe code, set width and height to match your custom page size (e.g., <iframe width="800" height="600" ...>).
  7. Add ?displayOption=ActualSize to the iframe src URL to prevent scaling and maintain exact dimensions.

This ensures the report displays at the specified size without extra white space or auto-scaling.

To keep a Power BI report in sync between Power BI Desktop and the online Power BI Service:

  1. Download the .pbix File: In Power BI Service, go to the report, click More options (...), and select Download this file to get the .pbix file.
  2. Edit in Power BI Desktop: Open the downloaded .pbix file in Power BI Desktop and make changes.
  3. Republish to Power BI Service: After editing, click Publish in Power BI Desktop. Select the same workspace and report to overwrite the online version.
  4. Use OneDrive for Version Control (Optional): Save the .pbix file to OneDrive. Open it from OneDrive in Power BI Desktop to ensure changes are saved to a central location. Republish to Power BI Service to update.
  5. Avoid Concurrent Edits: Ensure no one else edits the online report simultaneously to prevent conflicts.
  6. Check Data Source Consistency: Verify that data sources (e.g., datasets, gateways) are identical between Desktop and Service to avoid refresh issues.

This ensures changes in Power BI Desktop sync with the online version upon republishing.

To set custom page size in Power BI Desktop:

  1. Select the report page tab at bottom.
  2. In Visualizations pane (right), click Format icon (paint roller).
  3. Expand Canvas settings.
  4. Under Page size, set Type to Custom.
  5. Enter width/height in pixels.

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