So, after having a brief knowledge about what the Power BI is all about now we would like to Show you how to create reports and visualizations with this new tool.
Step 1: Download and install the Power BI Desktop for your Desktop compatible version. Make sure you have an Office 365 Enterprise E3 in your organization (this is for signing into the Power BI services). You can download:
i- Power BI Desktop from the site: powerbi.com
ii- Office 365 Enterprise E3 from the site: https://products.office.com/en-us/business/office-365-enterprise-e3-business-software
Start the Power BI desktop by double clicking on the shortcut (if created) on your Desktop.
1 – Reports Tab: Here you can create the reports based on the data from different sources.
2 – Data Tab: Here you can see and model the data that you got from the files and sources.
3 – Relationships Tab: Here you can set the relationship between the tables or data sources so that it will help you create different kind of visuals using the data from different sources.
4- Get Data: This helps you get the data from different sources may it be from Files, Databases, web services or any other medium.
5 – Visualizations: It help you to design the reports and create different visuals and format it.
6 – Fields: In this pane you are able to see your tables and columns. You can drag and drop the column and then you can create a specific visualization accordingly.
7 – Modelling Tab: After selecting the Data Tab (mentioned in point 2) you can model it using this modelling tab and can change the data formats.
8 – Work Space: Here you create your reports align & modify your reports. Add new pages in the bottom. You can also rename the pages by double clicking on the page number written at the bottom of each page.
Step 2: Now you can click on Get Data and Power BI will connect to that data source regardless of what data source you choose. Here I am going to select the excel file as the data source. Click on get data select excel browse to the file location select the .xlsx file and then you will be redirected to the Navigator. There you can select the tables, the data of, which you want to include in the visuals. Here I have selected the Orders and the People Table from the global_superstore Excel sheet that I have selected. Here you can either edit the selected columns i.e. format it or you can directly load the data if you are satisfied with the data.
Step 3: After that you can create different kind of visuals in a single page by clicking on the visuals under the Visualizations and adding the columns to the fields under the Visualizations tab. As we can see in the 1st visual i.e. the highlighted one, under the groups in fields we have taken the Order Date, Year and the Country and in the values we have taken Profit and Discount under the colour saturation o get this kind of Funnel Chart. Similarly, you can create different visuals according to the data loaded from the data source.
Step 4: After creating a report with a few visualizations, we’re ready to publish this to the Power BI service. On the Home ribbon in Power BI Desktop, select Publish. It will be prompted to save the changes, click on save.
Sign in to your work account and click on publish.
After the Power BI desktop published the reports to the Power BI Service it will show a success message and then you can either click on the highlighted link or you can click on close button to view the Power BI service later. I click on the Open in Power BI link.
Step 5: Now you can see your Reports in the Power BI Service online by signing in from your work account from the Office 365 Enterprise E3 and then you can see your reports inside the Power BI Service. Here you can see the reports that you have published to the Power BI and from here you can create Dashboards and pin the reports from the reports to the dashboards.
Step 6: Creating a Dashboard in Power BI. To create a dashboard in Power BI under your Workspace click on the plus icon in the Dashboards. It will show a textbox to enter the name of your dashboard then you enter the name for your dashboard and then press Enter. In the new dashboard as you can see their is no data, here you have to pin your analysis to the dashboard. Here you can see name of the dashboard and the reports from which you have to pin a analysis.
Step 7: Go to reports and then add the analysis, to the existing or you can also create a new dashboard from within here, by pinning it to the dashboard. Then you can see that the report is successfully added to the dashboard. You can see a message in top that the pin is successfully added to the dashboard.
Step 8: After adding the desired reports you can then view the dashboard with the added pins. As I have pinned this two reports highlighted so the dashboard shows on these two reports. You can also re-align the pins so as to make your dashboard look cool.