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
9546 views

Available in Microsoft365

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.

00:00:05

you can now begin creating reports.

00:00:08

When closing Query Editor,

00:00:10

you will come to the Report view, which in our case will be a blank page.

00:00:15

To represent your data, Power BI offers all kinds of

00:00:18

attractive visuals which you can customize as you wish.

00:00:21

You can also purchase other visuals from Microsoft Store

00:00:24

or import personal visual from files.

00:00:28

There are various ways to create visuals on Power BI Desktop.

00:00:32

You can simply drag field names from the fields pane

00:00:35

and then drop them on the report canvas.

00:00:38

By selecting the Sales field for example,

00:00:41

you will notice that Power BI will analyze the data type and suggest a suitable visual.

00:00:47

I'm going to check the Country field to get more details about sales by country.

00:00:52

You can also click on the type of visuals

00:00:54

to be created in the Visualizations pane.

00:00:57

In this case, the default visual is a blank reserved space

00:01:01

that looks like the type of visual you have selected.

00:01:04

You can begin to drag data fields onto the lower part of

00:01:07

the Visualizations pane to create and organize your visual.

00:01:11

However, if you have any doubts or if you're thinking of dropping a field,

00:01:16

the simplest solution is to drag the field directly into the visual.

00:01:20

Power BI will take care of the rest

00:01:22

or you can simply check the box next to the field.

00:01:26

The totals of the sales by segment will now be displayed.

00:01:30

Note that the available fields change depending on the type of visual selected.

00:01:35

Also when you drag and drop other data fields,

00:01:38

the visuals are automatically updated to reflect the changes.

00:01:42

If you want to remove a field,

00:01:43

all you need to do is uncheck the corresponding box.

00:01:48

To enrich our report, let's add more visuals

00:01:51

such as a tile with the total amount of sales,

00:01:55

another one with the total number of units sold

00:01:59

and another one with details on sales by month

00:02:06

and the last tile with details on sales by product.

00:02:11

We have obtained all the visuals we were looking for.

00:02:15

All that is left to do now is to organize them on the page.

00:02:19

You can also resize a visual by selecting it and dragging

00:02:22

the handles inward or outward.

00:02:25

You can also move your visual anywhere on the drawing area.

00:02:30

If you want to convert your visuals from one type to another,

00:02:33

you can also select the visual you wish to change

00:02:36

and simply select another visual from the icons

00:02:38

in your Visualizations pane.

00:02:41

Finally, if you point your cursor on a section of your visuals,

00:02:44

a help balloon will display details on that segment

00:02:47

such as the total sales by segment and the sales by percentage.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

6653 Views

Microsoft Power BI Video Training – Intermediate

In this course, we will discuss how to create relationships between your tables, how to create your own measures to perform more complex cal...

ALL COURSES