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The Ultimate Step-by-Step Guide to Power BI Report Creation
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The Ultimate Step-by-Step Guide to Power BI Report Creation

step-by-step-guide-to-powerbi-report-creation
Power BI (MS Fabric)

Power BI is a business intelligence (BI) tool that allows you to connect to your data, create visualizations, and share insights with others.

Prerequisites

  • Power BI Desktop installed on your computer.
  • A dataset that you want to connect to. (Here we will use SharePoint List)

Step 1: Connect to Your Data

The first step in creating a report is to connect to your data. Power BI can connect to a variety of data sources, including Excel spreadsheets, CSV files, SQL databases, and cloud services like OneDrive and many more.

To connect to your data,  

  • Open Power BI Desktop and click on the Get Data button.  
  • Click more and select Online Services> SharePoint Online List.
SharePoint Online
  • Follow the prompts to connect.

Step 2: Create Visualizations

Once you have connected to your data, you can start creating visualizations. Power BI offers a wide variety of visualizations, including charts, graphs, maps, and pie charts.

To create a visualization, Click a visual from the Visualizations pane. Power BI will automatically create a visualization based on the visual that you selected.

Power BI

To Add Data into to visual:

  • Under Data Pane, Expand the Data Source (Timesheet)
  • Drag and drop the fields into the visual as per your need.
Add data into visual

Step 3: Add Filters and Slicers

Filters and slicers allow you to narrow down your data and see specific results. To add a filter, click on the Add Filter button in the Filters pane. To add a slicer, click on the Add Slicer button in the Visualizations pane.

Add Filters and Slicers
Slicers

Now you can also use slicer as a filter to play around with the table.

Similarly, you can also use slicer as a filter for the other columns available in your Data Source.

Step 4: Format Your Report

Once you have added your visualizations, filters, and slicers, you can format your report to make it look its best. You can change the font, colors, and layout of your report.

To format your report, click on the Format tab in the Visualizations pane. You can then make changes to the appearance of your report.

format your report

Step 5: Final Output

final-output

Step 6: Share Your Report

Once you are satisfied with your report, you can share it with others. Power Business Intelligence offers a variety of ways to share your report, including exporting it to a PDF file, publishing it to a webpage, or sending it via email.

  • To share your report, click on the File tab in the top menu bar and select Share. Choose the sharing method that you want to use.
  • To Publish your report, click Publish on the Top right and select the destination to publish your report.

Stay tuned for our up coming blog, 'Easy 9 Steps Guide to Embed Power BI Report in SharePoint' for a comprehensive step-by-step guide on seamlessly integrating Power BI reports into SharePoint. 

Join our weekly newsletters and regular blog updates for the latest insights and tips. Connect with our expert Business Intelligence Consultants for Power BI Services. Elevate your data strategy and make informed decisions. Contact us now to transform your analytics!

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