Editing reports

With the appropriate access rights, you can edit predefined as well as custom reports and save them as custom reports. If you have little or no experience with creating new reports with Microsoft Power BI, we recommend that you edit a predefined report and save it as a copy.

How to edit a report

To edit a report, proceed as follows:

1. Open the report you wish to edit.
2. Select …, located at the top-right corner. A dropdown menu will then appear.
3. Select Edit.
4. The Edit function in octoplant pro hub uses Microsoft Power BI to provide a data visualization and business intelligence. There is the option to add additional filters, visualizations, fields and other customizations as required.
5. Make your changes as required.
6. To save your changes, select the Save menu entry from the File menu in the top-left corner of the report.

You cannot modify and save predefined reports directly, you can only create a copy of them and save it under Custom Reports. In this case, the File menu contains only the Save as entry.

1. Your report has now been updated.
2. Select … located at the top-right corner, then Exit edit mode from the dropdown menu.

Related topics

• Dataset management

Links to Microsoft Power BI documentation