How To Create Reports in Microsoft Power BI

We’ll explain how to build reports using Microsoft BI.

The process of Microsoft Power BI is a little different from other programs, and it’s not always easy to understand. The most basic method follows the same steps listed below for every gadget (graphical object) that you would like to add to the report.

You are able to follow along with this post without having to complete the course yourself. If you want to get involved we’ll be using the same bank data in .csv files that we’ve previously used and you should go over this to get some information to use.

Let’s get started.

(This piece is part of the Power BI Guide. Make use of the menu on the right to navigate. )

What is Power BI? Power BI works: repeating the same steps

It is possible to imagine any report as the dashboard. Widgets are any kind of visual display, such as such as a table, chart or a simple measurement that is displayed in a text box.

The fundamental procedure is to repeat the process for every widget:

  1. Create an information source
  2. Run a transformation (Optional)
  3. Create a query or data model
  4. Pick a visualization
  5. Select fields
  6. Create visualizations on the dashboard

How do you develop Power BI reports

For illustration, let’s go through each step. We begin by creating the data source. This connects to a data source like .csv or a database.

You then have the option of performing the conversion. In this example we’ll employ financial information. We will:

  • Use a filter to choose the only values that are negative (payments)
  • Change and drop columns
  • You can also apply a function like an aggregate

The third step is the consequence of step 2 because you’ve constructed an inquiry in stages.

At this point you can create an data model. For instance, if you have inventory and sales changes in two sources of data, you could model those. The model would be created to highlight the most common element in tables: product numbers. (But in the case that we’ve chosen, we have one information source.)

In step 4, you create a visualization. In this case we’ll have the table of transactions. Tables are the display of a column and row. Also, we will have one credit card (like text boxes) to display only one number, the amount of transactions that can be made.

We’ll then select fields from step 4. In the final step, we’ll place our visualizations onto the dashboard.

Let’s go through an actual case.

A hands-on tutorial

This is the page that introduces BI. By default, it displays the pie chart without information. Note the three icons to the left

  • Dashboard
  • Queries
  • Model of data

The first visualization is added.

The most sensible place to start is to choose an appropriate information source.

The most basic method is to load your data and choose to to transform. In the majority of cases you will need to create a transform.

For instance, let’s select an item, later apply a filter that will only include positive value (payments):

In this case, we choose a numeric column. It’s an the amount. Since it’s a number it is possible to run the math or aggregation functions on it.

We pick our Statistics function. Maximal:

The result is an scale (single value) in contrast to the row of the row-column table.

Click to open the field, and provide it with a meaningful name. It is important to note that BI keep track of the steps that we’ve completed.

You’ll also need to change the name of the query. This is the point at which BI considers the results of the transformation as a question.

Select the close and Apply option to shut down Power BI editor. Click the close & apply button to shut down Power BI editor and return to the dashboard view.

Click on from the cards visualization, then choose your field max out of the max.

The card is then added on the reports:

Making more visualizations

We can now add a second illustration to illustrate how to make your report more complete.

We’ll create a table. Choose current sourcesand select the identical .csv file. It is important to go back to the original data source, since we converted the initial source into an query. (We cannot make use of the query to create tables, as it’s already transformed to a scale.)

We have two questions:

  • WF is an example of a table
  • maximal is the source of the data or the visualization of the card

Here’s how the table looks when it’s attached to the dashboard:

The text appears a bit tiny and graphic. It’s not as if it’s the text of a spreadsheet, which should be easy and clear to read. (We will demonstrate how to make it clearer in a forthcoming tutorial.)

Then, you can move the card to allow room to place it on the table. Choose the corner to ensure you can change the size.

This tutorial has ended. The next step is to start creating your reports by repeating the pattern of widgets.

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