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About This Report

Suggestions for a report’s About page: which parts to include, why each one helps readers, and a first draft of each in plain language, taken from your model. You choose and edit; the text is yours. No technical details apart from data sources. An HTML measure is an optional extra at the end.

Step1

Your model

The suggestions are built from measure names and descriptions, the things readers slice by, and where the data comes from. Nothing about your data values.

The model export query (the same one the other toolkit pages use)
  1. In Power BI Desktop, open DAX query view, paste this query and select Run.
  2. Above the results grid, select Copy, then paste below.
DAX query: model export

          

Data sources (optional, recommended)

The model export doesn’t say where tables are loaded from. This second query reads the Power Query behind each table so the sources can be named for you.

The data sources query
  1. Open a new tab in DAX query view, paste this query and select Run.
  2. Select Copy above the results grid, then paste below.
DAX query: data sources

              

Report pages (optional)

Connected with a PBIP folder above? Its report pages are read from it too, so there’s nothing to add here. Otherwise, for a report saved as a Power BI Project (.pbip): the page names and slicers feed the tips, and measures on more visuals rank higher as key measures. If the folder includes the semantic model, data sources are read from it too. Files are read on this page; nothing is uploaded.

or drop the folder here
Step2

Pick your key measures

The few numbers that matter most to readers. The summary, business value, questions and notes are written around them, and the Copilot prompt lists only these. A few are suggested to start you off: tick the ones that belong and untick the rest.

Step3

What the model can’t tell

A few answers only you know. Each one improves the drafts in Step 4; leave any of them blank.

Step4

Choose what to include

Each part says why it helps. Tick the ones you want, then edit the draft or pick another suggestion. Drafts update from Steps 1 to 3 until you edit them.

Polish the wording with Copilot (optional)

Copilot can smooth the summary, business value and questions. The prompt holds only the plain-language facts above (names, meanings, sources), no DAX. It asks Copilot not to invent anything and to list what it couldn’t tell. You choose which parts of the reply to use.

Prompt for Copilot

          
Step5

Your About text

Paste it into a text box on an About page, a report description, or a SharePoint or Teams page. Read it through once: suggestions are a starting point, and AI can make mistakes.

HTML measure (optional)

For an HTML content visual from AppSource. The text above stays the source of truth: edit it there, then copy the measure again. A measure is harder to review and edit than a text box, so use it when you want the About page styled or the last refresh shown live.

TMDL: paste in TMDL view, then Apply

          

The DAX-only copy is for New measure in Power BI Desktop. The measure replaces any measure with the same name in that table.