Power BI - Creating a Report Tutorial
In this video, you will learn how to produce and finalize reports remotely with your team using Microsoft 365. The video covers the Office 365 portal, Word online, and Skype for Business, demonstrating how these tools can help you collaborate and work on reports even when your team members are not in the same location.
This tutorial will provide you with the necessary skills to efficiently produce reports and collaborate with your team, enhancing your productivity and efficiency.
- 2:54
- 9342 views
-
Power BI - Customising your Visuals
- 2:58
- Viewed 3587 times
-
Power BI - Customising your Report
- 3:12
- Viewed 3031 times
-
Power BI - Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3900 times
-
Power BI - Recovering your Data from different sources
- 3:26
- Viewed 4357 times
-
Power BI - Creating your Datasets
- 2:26
- Viewed 3734 times
-
Power BI - Introduction to the Query Editor
- 2:33
- Viewed 3607 times
-
Power BI - Creating and configuring a Dashboard
- 2:50
- Viewed 3741 times
-
Power BI - Publishing your Report through the Power BI Service
- 2:59
- Viewed 3725 times
-
Introduction to Power Bi
- 1:29
- Viewed 7160 times
-
General Introduction
- 2:54
- Viewed 5035 times
-
Create dynamic visual title using the Selected Value function
- 5:42
- Viewed 4364 times
-
Recovering your Data from different sources
- 3:26
- Viewed 4357 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 4243 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 4229 times
-
Create slicers
- 3:55
- Viewed 4030 times
-
Create quick measures
- 3:02
- Viewed 4012 times
-
Introduction to Power BI Mobile
- 2:15
- Viewed 3908 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3900 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3741 times
-
Creating your Datasets
- 2:26
- Viewed 3734 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3725 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3607 times
-
Customising your Visuals
- 2:58
- Viewed 3587 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3540 times
-
Conditional formatting
- 3:35
- Viewed 3527 times
-
Use the drill down filter
- 4:41
- Viewed 3518 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3477 times
-
Calculate function
- 4:22
- Viewed 3396 times
-
Turn on the drill down feature
- 2:23
- Viewed 3201 times
-
Add an alert to a visual
- 2:24
- Viewed 3120 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 3097 times
-
Manage interactions
- 1:56
- Viewed 3070 times
-
Customising your Report
- 3:12
- Viewed 3031 times
-
Manage relations between data sources
- 2:37
- Viewed 2991 times
-
What are measures?
- 2:58
- Viewed 2907 times
-
Introduction to PowerBI
- 00:60
- Viewed 294 times
-
Create a PivotTable report manually
- 4:59
- Viewed 4419 times
-
Recovering your Data from different sources
- 3:26
- Viewed 4357 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 4032 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 4019 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3990 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3900 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3741 times
-
Creating your Datasets
- 2:26
- Viewed 3734 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3725 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3646 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3607 times
-
Customising your Visuals
- 2:58
- Viewed 3587 times
-
Summarize Your Notes with Copilot
- 1:45
- Viewed 3558 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3540 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3477 times
-
Improved version history
- 0:51
- Viewed 3237 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 3097 times
-
Customising your Report
- 3:12
- Viewed 3031 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2768 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2732 times
-
Check and share your form results
- 2:42
- Viewed 2513 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 2427 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2402 times
-
Summarize the Content of a Note with Copilot
- 1:03
- Viewed 2397 times
-
Manage video settings
- 1:27
- Viewed 2151 times
-
Draft Content Based on an Existing Document with Copilot
- 2:15
- Viewed 1592 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1587 times
-
Summarize Email Threads with Copilot
- 01:05
- Viewed 1302 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1088 times
-
Analyze and Write Content Based on a File
- 2:16
- Viewed 1058 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 1056 times
-
Analyze Team Dynamics
- 1:19
- Viewed 1052 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 1006 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 629 times
-
Make changes to a text
- 01:05
- Viewed 394 times
-
Process an incoming message
- 01:53
- Viewed 392 times
-
Tracking changes in a Loop page with Copilot
- 01:16
- Viewed 386 times
-
Sort and filter emails
- 02:51
- Viewed 374 times
-
Analyzing multiple OneDrive documents with Copilot
- 01:01
- Viewed 372 times
-
Organize into Folders
- 01:57
- Viewed 345 times
-
Manage Views
- 02:36
- Viewed 344 times
-
Analyzing a OneDrive file with Copilot
- 01:25
- Viewed 310 times
-
Use Categories
- 02:51
- Viewed 298 times
-
Introduction to PowerBI
- 00:60
- Viewed 294 times
-
Clean Up Your Inbox
- 01:18
- Viewed 289 times
-
Easily Sort Your Mails
- 01:38
- Viewed 277 times
-
Is a hacker always a cybercriminal?
- 01:31
- Viewed 11 times
-
Will I know what to do if I get hacked?
- 01:16
- Viewed 7 times
-
Do I have to be an IT expert to protect myself?
- 01:14
- Viewed 10 times
-
Do cybercriminals only target large companies?
- 01:21
- Viewed 8 times
-
Are all files safe as long as I open them with trusted software?
- 01:24
- Viewed 10 times
-
Is contactless payment safe ?
- 01:26
- Viewed 10 times
-
Are online payments riskier than in-store ones?
- 01:21
- Viewed 10 times
-
Is cloud storage less secure than my personal computer?
- 01:37
- Viewed 9 times
-
Is scanning a QR code always safe?
- 01:21
- Viewed 8 times
-
Can my mobile apps do anything without my permission?
- 01:19
- Viewed 9 times
-
Is public Wi-Fi safe if no password is required?
- 01:26
- Viewed 8 times
-
Is the sender’s email address enough to verify a message?
- 01:29
- Viewed 8 times
-
Can I safely click a link in a message?
- 01:46
- Viewed 9 times
-
Does connecting to a well-known website guarantee its safety?
- 01:27
- Viewed 9 times
-
Am I safe online if I’m careful?
- 01:22
- Viewed 10 times
-
Does private browsing make me anonymous?
- 01:27
- Viewed 10 times
-
Are updates useless if everything works fine?
- 01:28
- Viewed 7 times
-
Is a firewall the same as an antivirus?
- 01:31
- Viewed 9 times
-
Does my antivirus block all threats?
- 01:46
- Viewed 8 times
-
Is a free antivirus good enough?
- 01:38
- Viewed 11 times
-
Is signing in with Google or Facebook a bad idea ?
- 01:34
- Viewed 7 times
-
Is my password secure if it contains an @ and a number?
- 01:41
- Viewed 11 times
-
Is a strong password all I need to stay safe?
- 01:55
- Viewed 10 times
-
Unlock new possibilities with the Mistral Canvas
- 02:01
- Viewed 14 times
-
Mistral at the service of coding
- 01:37
- Viewed 13 times
-
Analyze and compare your documents with Mistral
- 01:58
- Viewed 11 times
-
Generate your images and visuals with Mistral AI
- 02:06
- Viewed 12 times
-
Use Mistral AI to summarize online information
- 01:00
- Viewed 11 times
-
Exchange and manage your conversations with Mistral AI
- 03:31
- Viewed 12 times
-
Explore Mistral AI's generative options
- 01:51
- Viewed 12 times
-
Set up your Mistral workspace
- 01:42
- Viewed 10 times
-
Discover Mistral, the French-style AI
- 01:51
- Viewed 12 times
-
Instant alerts tailored to your activities
- 01:53
- Viewed 28 times
-
Seamless collaboration inside Microsoft Teams
- 01:22
- Viewed 24 times
-
Easy sharing with your team or organization
- 01:12
- Viewed 26 times
-
Relevant views to highlight your information
- 01:52
- Viewed 32 times
-
Clear insights through filters and sorting
- 02:06
- Viewed 24 times
-
A well-structured form for easy entry
- 01:17
- Viewed 29 times
-
The right column type for each data set
- 02:35
- Viewed 24 times
-
Custom columns to match your needs
- 02:09
- Viewed 23 times
-
Smooth updates and management for any list
- 01:06
- Viewed 26 times
-
Simple ways to add data to your list
- 01:06
- Viewed 26 times
-
Excel data turned into a dynamic list
- 02:08
- Viewed 26 times
-
A fully custom list built from scratch
- 01:34
- Viewed 27 times
-
A quick setup with ready-made templates
- 01:34
- Viewed 30 times
-
Mobile access to your lists made simple
- 01:37
- Viewed 36 times
-
The essentials of the Lists interface
- 02:01
- Viewed 29 times
-
The key reasons to use Microsoft Lists
- 02:01
- Viewed 30 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 66 times
-
Format and example for optimal results
- 02:03
- Viewed 68 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 59 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 126 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 55 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 67 times
-
Extract Text from an Image
- 01:07
- Viewed 83 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 140 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 153 times
-
Query an Attached Meeting
- 01:51
- Viewed 65 times
-
Plan with Copilot
- 01:15
- Viewed 96 times
-
Share Requests with Your Team
- 03:07
- Viewed 145 times
-
Translate a presentation
- 01:38
- Viewed 74 times
-
Generate a Video
- 01:49
- Viewed 80 times
-
Add Speaker Notes
- 00:56
- Viewed 82 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 149 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 137 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 157 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 199 times
-
Copilot at the service of project reports
- 02:36
- Viewed 165 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 171 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 304 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 169 times
-
Project mode
- 01:31
- Viewed 163 times
-
Create an agent for a team
- 01:53
- Viewed 279 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 277 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 131 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 282 times
-
Copilot Studio agent settings
- 01:33
- Viewed 122 times
-
Add new actions
- 01:54
- Viewed 279 times
-
Create a first action
- 01:59
- Viewed 267 times
-
Manage topics
- 01:51
- Viewed 154 times
-
Manage knowledge sources
- 01:11
- Viewed 118 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 270 times
-
Access Copilot Studio
- 01:09
- Viewed 265 times
-
Get started with Copilot Studio
- 01:25
- Viewed 131 times
-
Introduction to PowerBI
- 00:60
- Viewed 294 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 280 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 272 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 305 times
-
Introduction to Planner
- 00:56
- Viewed 283 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 422 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 290 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 428 times
-
Introduction to Sway
- 01:53
- Viewed 366 times
-
Introducing to Word
- 01:00
- Viewed 269 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 260 times
-
Create a call group
- 01:15
- Viewed 459 times
-
Use call delegation
- 01:07
- Viewed 225 times
-
Assign a delegate for your calls
- 01:08
- Viewed 426 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 230 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 229 times
-
Manage advanced call notifications
- 01:29
- Viewed 241 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 380 times
-
Block unwanted calls
- 01:24
- Viewed 275 times
-
Disable all call forwarding
- 01:09
- Viewed 255 times
-
Manage a call group in Teams
- 02:01
- Viewed 273 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 224 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 230 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 247 times
-
Manage voicemail messages
- 01:55
- Viewed 382 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 420 times
-
Customize your voicemail greeting
- 02:17
- Viewed 224 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 291 times
-
Manage simultaneous calls
- 01:52
- Viewed 257 times
-
Support third-party apps during calls
- 01:53
- Viewed 366 times
-
Add participants quickly and securely
- 01:37
- Viewed 242 times
-
Configure call privacy and security settings
- 02:51
- Viewed 240 times
-
Manage calls on hold
- 01:20
- Viewed 236 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 245 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 234 times
-
Draft a Service Memo
- 02:33
- Viewed 279 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 269 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 437 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 409 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 141 times
-
Other Coaches
- 01:45
- Viewed 292 times
-
Agents in SharePoint
- 02:44
- Viewed 233 times
-
Prompt coach
- 02:49
- Viewed 260 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 246 times
-
Configure a Copilot Agent
- 02:39
- Viewed 258 times
-
Describe a copilot agent
- 01:32
- Viewed 292 times
-
Rewrite with Copilot
- 01:21
- Viewed 245 times
-
Analyze a video
- 01:21
- Viewed 268 times
-
Use the Copilot pane
- 01:12
- Viewed 255 times
-
Process text
- 01:03
- Viewed 251 times
-
Create an insights grid
- 01:19
- Viewed 461 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 257 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 276 times
-
Create an image with Copilot
- 00:42
- Viewed 473 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 267 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 272 times
-
Chat with Copilot
- 00:50
- Viewed 282 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 453 times
-
Data Privacy in Copilot
- 00:43
- Viewed 276 times
-
Access Copilot
- 00:25
- Viewed 487 times
-
Use a Copilot Agent
- 01:24
- Viewed 311 times
-
Edit in Pages
- 01:49
- Viewed 319 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 292 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 278 times
-
Generate the email for the recipient
- 00:44
- Viewed 268 times
-
Action Function
- 04:18
- Viewed 240 times
-
Search Function
- 03:42
- Viewed 281 times
-
Date and Time Function
- 02:53
- Viewed 302 times
-
Logical Function
- 03:14
- Viewed 463 times
-
Text Function
- 03:25
- Viewed 293 times
-
Basic Function
- 02:35
- Viewed 251 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 292 times
-
Introduction to Power Fx
- 01:09
- Viewed 297 times
-
The New Calendar
- 03:14
- Viewed 500 times
-
Sections
- 02:34
- Viewed 263 times
-
Customizing Views
- 03:25
- Viewed 257 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 561 times
Objectifs :
This document aims to provide a comprehensive guide on creating and customizing reports in Power BI, focusing on the use of visuals to represent data effectively.
Chapitres :
-
Introduction to Power BI Reporting
Power BI is a powerful tool for data visualization and reporting. Once you have prepared your dataset, you can begin creating reports. Upon closing the Query Editor, you will enter the Report view, which initially presents a blank canvas for your visualizations. -
Creating Visuals in Power BI
Power BI offers a variety of attractive visuals that can be customized to suit your needs. You can purchase additional visuals from the Microsoft Store or import personal visuals from files. There are several methods to create visuals in Power BI Desktop: - **Drag and Drop**: Simply drag field names from the fields pane and drop them onto the report canvas. For instance, selecting the Sales field will prompt Power BI to analyze the data type and suggest an appropriate visual. - **Visualizations Pane**: Click on the type of visuals you wish to create in the Visualizations pane. Initially, a blank reserved space will appear, representing the selected visual type. -
Interacting with Visuals
To create and organize your visuals, drag data fields onto the lower part of the Visualizations pane. If you are uncertain about dropping a field, you can drag it directly into the visual, and Power BI will manage the rest. You can also check the box next to the field to include it in your visual. The totals of sales by segment will be displayed based on the selected visual type. Additionally, when you drag and drop other data fields, the visuals will automatically update to reflect these changes. -
Enhancing Your Report
To enrich your report, consider adding more visuals, such as: - A tile displaying the total amount of sales - A tile showing the total number of units sold - A visual detailing sales by month - A tile with information on sales by product Once you have added the desired visuals, you can organize them on the page. Resize visuals by selecting them and dragging the handles inward or outward, and move them anywhere on the drawing area. -
Changing Visual Types
If you wish to convert your visuals from one type to another, select the visual you want to change and choose a different visual from the icons in your Visualizations pane. This flexibility allows you to tailor your report to better convey the data insights. -
Using Help Balloons
Power BI provides helpful features to enhance user experience. When you hover your cursor over a section of your visuals, a help balloon will display details about that segment, such as total sales by segment and sales percentage. This feature aids in understanding the data represented in your visuals. -
Conclusion
In summary, creating and customizing reports in Power BI involves understanding how to utilize visuals effectively. By following the steps outlined, you can create informative and visually appealing reports that enhance data comprehension and decision-making.
FAQ :
What is Power BI used for?
Power BI is used for business analytics, allowing users to visualize data, create reports, and share insights across their organization.
How do I create visuals in Power BI?
You can create visuals in Power BI by dragging field names from the fields pane onto the report canvas or by selecting a visual type from the Visualizations pane.
Can I customize visuals in Power BI?
Yes, Power BI allows you to customize visuals in various ways, including resizing, moving, and changing the type of visual to better represent your data.
What should I do if I want to remove a field from a visual?
To remove a field from a visual in Power BI, simply uncheck the corresponding box in the Visualizations pane.
How can I get more details about sales by country in Power BI?
You can analyze sales by country by selecting the Country field in Power BI, which will provide insights and allow you to create visuals based on that data.
What are tiles in Power BI?
Tiles in Power BI are individual visual components that display specific metrics or data points, such as total sales or sales by product.
Quelques cas d'usages :
Sales Performance Analysis
A sales manager can use Power BI to create a report that visualizes sales performance across different regions. By dragging and dropping fields related to sales data, the manager can quickly identify trends and areas for improvement.
Monthly Sales Reporting
A financial analyst can utilize Power BI to generate monthly sales reports. By creating visuals that display total sales, units sold, and sales by product, the analyst can provide insights to the management team for strategic decision-making.
Product Performance Tracking
A product manager can track the performance of various products using Power BI. By creating visuals that show sales by product and month, the manager can assess which products are performing well and which may need additional marketing efforts.
Interactive Dashboards for Stakeholders
A business intelligence professional can create interactive dashboards in Power BI for stakeholders. By incorporating various visuals that update automatically with data changes, stakeholders can easily monitor key performance indicators.
Data Visualization for Presentations
A marketing team can use Power BI to create visually appealing presentations for client meetings. By customizing visuals and organizing them effectively, the team can present data in a clear and engaging manner.
Glossaire :
Power BI
A business analytics tool by Microsoft that provides interactive visualizations and business intelligence capabilities with a simple interface for end users to create their own reports and dashboards.
Query Editor
A tool within Power BI that allows users to connect to data sources, transform data, and prepare it for analysis before loading it into the Power BI model.
Report view
The interface in Power BI where users can create and design reports using various visualizations based on the data they have prepared.
Visuals
Graphical representations of data in Power BI, such as charts, graphs, and tables, that help users understand and analyze their data.
Visualizations pane
A section in Power BI Desktop that displays different types of visuals that can be used to represent data in reports.
Fields pane
A panel in Power BI that lists all the data fields available for use in reports, allowing users to drag and drop fields into visuals.
Tiles
Individual visual elements in a Power BI report that display specific data points or metrics, such as total sales or units sold.
Data type
The classification of data based on its nature, such as numeric, text, or date, which helps Power BI determine the most suitable visual representation.
Cette formation pourrait intéresser votre entreprise ?
Mandarine Academy vous offre la possibilité d'obtenir des catalogues complets et actualisés, réalisés par nos formateurs experts dans différents domaines pour votre entreprise