---
title: "Gathering Altus Insights with Power BI"
url: "https://help.altus.pro/pt/article/gathering-altus-insights-with-power-bi"
language: "pt"
last_updated: "2026-06-16T06:57:23.823Z"
---

# Gathering Altus Insights with Power BI

Altus provides a range of **embedded Power BI reports**, referred to as **Insights**, to help you monitor work, performance, and exceptions across:

-   Strategy
-   Resources
-   Portfolio and Programs
-   Projects
-   Work
-   Innovation
-   Intake

These reports provide interactive, real-time views of your data and support deeper analysis through filtering, drill-through, and navigation features.  
  
![](https://cdn-assets.productfruits.com/1badee6f-af34-4053-9d08-efc8f20f9b35)  
![](https://cdn-assets.productfruits.com/fa58d4f5-e226-4f66-be3e-75348d767a32)  
![](https://cdn-assets.productfruits.com/7949f863-805d-4db1-8503-6eacde7bbd1f)  
![](https://cdn-assets.productfruits.com/f55e4384-18d9-43be-93dc-1a28f7156968)  
![](https://cdn-assets.productfruits.com/a0d2e392-24dc-4387-8cc7-12d2faf347e7)  
![](https://cdn-assets.productfruits.com/00abe4da-5484-4dc7-918d-f0dcc1829a94)

![](https://cdn-assets.productfruits.com/56e7dfa2-9c9d-4468-bea8-640e57baf9ba)

  
Navigating Insights Reports

Insights reports provide multiple ways to explore and navigate data:

-   Use **tabs at the bottom** to switch between report pages
-   Select **summary cards** to navigate to related report pages (where available)
-   Use **right-click → Drill through** to access detailed views
-   Some reports offer **header navigation options** (e.g. Overview, Details, Tracking, Financials)

Detailed pages provide context-specific data based on your selection, allowing you to analyse specific records more deeply.

* * *

## Using Filters (Slicers)

Each report includes filters (known as **Slicers**) to refine the data displayed:

-   Select one or more values from slicers
-   Combine multiple slicers to refine results
-   Reset filters using the **eraser icon**  
      
    ![](https://cdn-assets.productfruits.com/52a6a276-cc15-4dc9-baa0-51c419175fab)

> **Tip:**  
> Hold the **Ctrl key** to select multiple values within a slicer.

* * *

## Interacting with Report Data

Insights reports support interactive analysis features:

-   **Cross-filtering**: selecting values in one visual updates all others
-   **Drill up / down / expand / collapse** using right-click options
-   **Tooltips**: hover over values to view additional details
-   **Direct navigation**:
-   -   Click record names or link icons to open records in Altus
    -   Each record opens in a new tab for easy return to the report

## Working with Insights in Altus vs Power BI

Insights reports are embedded within Altus, which means some Power BI features are limited.

### Within Altus (Embedded Experience)

-   ✅ You can:
-   -   Apply filters (slicers)
    -   Drill through and explore data
    -   Navigate between report pages
-   ❌ You cannot:
-   -   Save filter states or personal views
    -   Use bookmarks
    -   Export or print reports
    -   Customise or persist report layouts

* * *

### Open in Power BI (Full Experience)

To access full Power BI functionality:

1.  Open the Insights report in Altus
2.  Select **Open in Power BI** from the command bar
3.  The report will open in the **Power BI workspace**

From there, you can:

-   Save personalised views using **Bookmarks**
-   Print reports
-   Export data or reports
-   Perform deeper analysis

> **Tip:**  
> In Power BI, use bookmarks to save filter and slicer states for reuse.  
>   
> ![](https://cdn-assets.productfruits.com/76864cc4-075a-4ba4-b9f6-83a8c06c91bf)

* * *

## Learn More About Power BI

For detailed guidance on Power BI features, refer to Microsoft resources:

-   [https://learn.microsoft.com/power-bi/create-reports/desktop-bookmarks](https://learn.microsoft.com/power-bi/create-reports/desktop-bookmarks)
-   [https://learn.microsoft.com/power-bi/visuals/power-bi-visualization-export-data](https://learn.microsoft.com/power-bi/visuals/power-bi-visualization-export-data)
-   [https://learn.microsoft.com/power-bi/collaborate-share/service-print-a-report](https://learn.microsoft.com/power-bi/collaborate-share/service-print-a-report)

> **Tip:**  
> These features are only available when accessing reports directly in Power BI, not within the embedded Altus experience.

* * *

## Key Considerations

-   Insights reports are designed for **interactive analysis within Altus**
-   Use Power BI directly for **advanced features and reporting outputs**
-   Filter selections in Altus are **temporary** and reset on refresh or navigation
-   Direct links from reports allow efficient navigation back to underlying data