Create Power BI first Report

Create a first report with Power BI Desktop using Excel sample Dataset, let’s see with an example, Topics covered here as below:-

1. Save Power BI Report file with appropriate name
2. Import Excel data to Power BI Desktop
3. Rename Power BI Dataset
4. Use visualization in Power BI Report page
5. Rename Power BI Report page

Download & install the Power BI Desktop setup.

Download Power BI desktop setup from Microsoft official site, URL as below:

https://powerbi.microsoft.com/en-us/downloads/

After Install, Double click on Power BI Desktop Icon & You will see some Basic details screen with some fields like, name, email etc. just cancel that screen.

And behind this you will see empty power BI Report page. Below image for your reference.

Topic 1 : Save Power BI Report file with appropriate name

1. Click on the “File” tab in the top-left corner of the Power BI window.
2. Select “Save As” from the drop-down menu.
3. Choose the folder where you want to save the report file.
4. In the “File name” field, enter a suitable and descriptive name for your report.
5. Select the file type as “Power BI Desktop File (.pbix)”.
6. Click the “Save” button.

Topic 2: Import Excel Dataset to Power BI Desktop

Download Sample Dataset: Excel Sample Dataset for practice

1. In the Home tab of the Power BI Desktop, click on “Get Data” and select “Excel workbook”.
2. Browse to the folder where your Excel file is located and select it. Click “Open” to proceed.
3. In the Navigator window that appears, you’ll see a list of sheets and tables available in the Excel file. Select the specific sheet or table containing your data that you want to import into Power BI. You can preview the data by clicking on the sheet or table name.
4. After selecting the desired sheet or table, click on the “Load” button to import the data into Power BI Desktop.
5. Power BI will import the data from the Excel file, and you’ll see the fields in the “Data” pane on the right side of the Power BI window.
6. Now that your data is imported, you can start building visualizations and reports using the data from the Excel dataset.

Topic 3: Rename Power BI Dataset

Previously, the Data pane was empty; however, after importing the Excel dataset, all fields are now displayed under the Data pane, allowing you to change the dataset name from here.

Right click on Data, then click on Rename.

Topic 4: How to use Visualization in Power BI?

1. Add a Visualization:
   • On the right side of the Power BI window, you’ll find the “Visualizations” pane.
   • Click on the type of visualization you want to create (e.g., bar chart, line chart, pie chart, etc.).
2. Arrange Fields:
   • Now drag and drop the fields you want to use in the visualization into the appropriate sections (e.g., Values, Axis, Legend, etc.).
   • For example, if you want to create a line chart showing sales & profit by segment, drag the “Sales” & “profit” fields to the “Y-axis” section and the “Segment” field to the “X-Axis” section.
3. Customize the Visualization:
   • Use the “Format” and “Visualizations” panes on the right to customize the appearance of your visualization.
   • You can change colors, labels, titles, data labels, and other options.
4. Add Interactivity:
   • Make your visualization more interactive by adding filters, slicers, and drill-through options.
   • Slicers and filters allow users to interactively filter the data displayed in the visualization.
   • Drill-through enables users to navigate to more detailed data by clicking on specific data points.
5. Create Multiple Visualizations:
   • You can add multiple visualizations to the report canvas to build a comprehensive and insightful report.
   • Use different visualization types to represent your data in various ways.
6. Save and Publish:
   • Once you’ve created your visualizations, save your report as a .pbix file locally.
   • If you have a Power BI service account, you can publish the report to the Power BI service to share it with others online.

Topic 5: Rename Report Page in Power BI

1. Right-click on the page you want to rename. A context menu will appear.
2. From the context menu, select “Rename.”
3. The page name will become editable. Type in the new name for the report page.
4. Press Enter or click outside the text box to apply the new name.

Recommended Post: Publish Report to Cloud & Create a Power BI Dashboard from Report

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