Power BI Reports Examples

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Examples of Power BI Reports

If you are new to Power BI and wondering how we can create reports in Power BI, then this article is the perfect fit for you. This article will show you how to create examples of reports in Power BI with a simple technique to start learning. You can download the workbook used in this example to practice with us.

Power-BI-Reports-Examples

How to Create Reports in Power BI with Examples

Here, we will show you how to create examples of reports in Power BI with a simple technique to start learning in Power BI.

#1 - Reports in Power BI

If you are already an Excel reporting generator and advanced formula user in Excel, creating reports in Power BI seems less difficult. So, we assume you are already an advanced Excel user and starting this article.

Below is the data we will use to create a report in Power BI.

Power BI Report (Excel Data)

Please download the workbook to create a report along with us.

Follow the below steps to upload the data to Power BI from the Excel workbook.

  1. Open Power BI software.

  2. Go to the “Home” tab and find the “Get Data” option.


    Power BI Report (Get data option)

  3. We can see many data source options when we click on this “Get Data” dropdown list. Let us not get into this as of now. Since our data source is in the form of an “Excel” workbook, let us choose “Excel” only.


    Power BI Report (Get Excel)

  4. Next, it will ask us to choose the file from the saved location, so choose the file from the folder you saved.


    Power BI Report (Open Excel File)

  5. Next, click “Open.” It will take you to the “Navigator” pane.


    Power BI Report (Open navigator)

  6. From the "Navigator" pane, we must choose the table we must upload to the Power BI. So, we will choose the "TV_Sales" table and click on "Load."


    Power BI Report (Choose TV_Sales)

  7. Now, you can see your screen will flicker for a few seconds. Then, finally, it will upload to Power BI. By clicking on the "Data" tab, you can see the uploaded data.


    Power BI Report (uploaded data)

We are done with the data upload steps. Now, we need to create some additional columns.

#2 - Create Calculated Columns

If you see the table, we do not have robust data like "Sale Value," "Gross Profit," "Gross Profit %," etc. Therefore, we need to create these columns by using DAX formulas.

  • Now come to the “Report” tab.
Power BI Report (Choose Report Tab)
  • On the right-hand side, we can see the table's fields.
Power BI Report (Show all Fields)
  • Right-click on the table name “TV_Sales” and choose “New column.”
Power BI Report (Choose New Column)
  • It will ask you to name the column name in the formula tab, so give the name as "Sale Value."
Power BI Report (Open formula tab)
  • By entering what formula do we need to arrive at the "Sale Value"?
  • To arrive at the "Sale Value" from the existing columns of the table, we need to multiply "Units Sold" into "Sale Price."
  • Type the characters as "Units." You will see all the related results. Choose the "Units Sold" column from the "TV_Sales" table.
Power BI Report (Choose Units Sold)
  • Now, enter the "Multiply" sign (*) and choose the "Sale Price" column.
Power BI Report (Choose Sale Price)
  • Press the "Enter" key. The new "Calculated Column" is created in the table.
Power BI Report (Add Sale Value)
  • Now, right-click and choose "New column" to create the "Gross Profit" value. This time we need to enter the formula: Sales Value – COGS – Discount.
Power BI Report (Gross Profit)

Now, we are done with calculations. But, this is more than enough to start things in Power BI.

#3 - Create Reports in Power BI (By Using Fields)

  • By using these fields, we will create reports.
  • On the right-hand side, we have several visualizations. From this list, click on the "Table" visual to insert the blank table visually.
Create Reports in Power BI
  • This table works more or less like the "PivotTable" in our Excel worksheet. Now, drag and drop "Month Name" from the table to the "Values" field of the "Table" visual.
Power BI Report (Month Name)
  • Now, drag and drop the "Sale Value," "COGS," "Discount," and "Gross Profit" columns to the "Fields" area of the "Table" visual.
Table Visual
  • We have a month-wise summary table of "Sales," "COGS," "Discount," and "Gross Profit."
  • We will insert the "Combo" chart for the same fields to see the "Sales vs. Gross Profit." Click on "Combo Chart" from the visuals list.
Create Combo Chart
  • For the fields of this "Combo Chart," drag and drop columns as shown below.
Drag and drop
  • It will create a chart like the one below.
Combo Chart
  • This chart will explain the "Gross Profit" positions against the "Sale Value." Similarly, we will create a combo chart of "Gross Profit vs. Combo Chart."
Gross Profit vs Combo Chart
  • We will create the "Funnel" chart to create a City-wise "Sale Value." Click on the "Funnel" chart to create a blank "Funnel" chart.
Create Funnel Chart
  • Drag and drop the "City" column to the "Group" field and "Sale Value" to the "Values" field. We will have a "Funnel" chart like the one below.
Funnel Chart
  • Ultimately, we will create "Card" visuals to show "Total Sales," "COGS," "Discount," and "Profit" values. Click on the "Card" visual to insert a blank "Card" visual.
Blank Card Visual
  • Drag and drop the "Sale Value" column to "Fields." We will have a simple card showing the overall sales value.
shows overall sales value
  • Now, copy and paste this "Card" visual three more times.
Show all Cards
  • Now, for the second card, change the field from "Sale Value" to "COGS." For the third, change it to "Discounts." Finally, for the fourth, change it to "Gross Profit."
Again show all cards
Create Simple Dashboard

Note: We can also download the Power BI dashboard file from the link below. We can view the final output.

Things to Remember

  • If the required column is not in the data, we must create the one using DAX formulas.
  • The visual we use for the particular data set makes a lot of difference in the dashboard.