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Business Intelligence

Power BI Service Report Creation

There are different ways for Power BI Service Report Creation. In this article, we’ll start by creating a basic report in the Power BI service from an Excel data set.

Power BI Service Report Creation Prerequisites

  • Sign up for the Power BI service.
  • Download the Retail Analysis sample Excel data set and save it to One Drive for Business or locally.

Import the Dataset

This method of creating a report starts with a dataset and a blank report canvas. You can follow along in the Retail Analysis sample Excel dataset.

  • We’ll create the report in a Power BI Service Workspace, so select an existing workspace or create a one.
Power BI Service Workspace

Power BI Service Workspace

  • From the bottom of the left navigation pane, select Get data.
Get Data

Get Data

  • Select Files and navigate to the location where you saved the Retail Analysis sample.
  • For this exercise, select Import.
Import

Import

  • Once the dataset is imported, select View dataset.
  • Viewing a dataset actually opens the report editor. You’ll see a blank canvas and the report editing tools.
Report Editor

Report Editor

Add a Radial Gauge to the Report

A Gauge is a good visualization choice for displaying this type of information.

  • In the Fields pane, select Sales > This Year Sales > Value.
Fields Pane

Fields Pane

  • Convert the visual to a Gauge by selecting the Gauge template from the Visualizations pane.
  • Drag Sales > This Year Sales > Goal to the Target value well.
Target Value

Target Value

  • Save your report.

Add an Area Chart and Slicer to the Report

  • Select the Gauge and move it into the top-right corner. Then grab and drag one of the corners and make it smaller.
  • Deselect the gauge. In the Fields pane, select Sales > This Year Sales > Value and select Sales > Last Year Sales.
  • Convert the visual to an Area chart by selecting the Area chart template  from the Visualizations pane.
  • Select Time > Period to add it to the Axis well.
  • To sort the visualization by time period, select the ellipses and choose Sort by Period.
  • Now let’s add the slicer. Select an empty area on the canvas and choose the Slicer  template. We now have an empty slicer on our canvas.
  • From the Fields pane, select District > District. Move and resize the slicer.
  • Use the slicer to look for patterns and insights by District.

With the Power BI service, dashboards help you keep a finger on the pulse of your business. The dashboards shows tiles that you can select to open reports for exploring further.

Associate to multiple datasets to bring all of the relevant data together in one place. For more information on Power BI Service Report Creation, please contact us.

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