Power BI Reports Examples

Let us not confuse power bi reports with power bi dashboards, reports are more of a detailed version of a dashboard, it has an extensive representation of data which we can see from the samples inbuilt or integrated into power bi itself for new users.

Examples of Power BI Reports

If you are new to Power BI and wondering how we can create reports in Power BICreate Reports In Power BIPower bi reports are detailed visualizations of data that are presented differently than common reports. These reports can be multi-page or single-page, with visuals on each page.read more, then this article is the perfect fit for you. In this article, we will show you how to create examples of reports in Power BI with a simple technique to start off the learning in Power BI. You can download the workbook used in this example to practice along with us.

Power-BI-Reports-Examples

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You can download this Power BI Reports Examples Excel Template here – Power BI Reports Examples Excel Template

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 off the learning in Power BILearning In Power BIThe Power BI beginners tutorial covers the basic learning techniques of data visualization, considering the audience as beginners. This tutorial starts from scratch, thus eliminating confusion related to the topic.read more.

#1 – Reports in Power BI

If you are already a reporting generator and advanced formula user in ExcelAdvanced Formula User In ExcelVLOOKUP, INDEX, MATCH, and IF AND are just a few of the advanced Excel formulae and functions available in Excel.read more, then creating reports in Power BI seems less difficult. So we assume that you are already an advanced excel user and starting this article.

Below is the data we are going to 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. When you click on this “Get Data” drop-down list, we can see many data source options. Let’s not get into this as of now. Since our data source is in the form of an “Excel” workbook, let’s 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 where you have saved.

    Power BI Report (Open Excel File)

  5. Next, click on “Open,” and it will take you to the navigator pane.

    Power BI Report (Open navigator)

  6. From this navigator pane, we need to choose the table that we need to upload to the Power BI. So I 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 some seconds, and finally, it will upload to Power BI. By clicking on the “Data” tab, you can see the uploaded data.

    Power BI Report (uploaded data)

Ok, 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 don’t have full data like “Sale Value, Gross Profit, and Gross Profit %” etc.… 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 all the fields of the table.
Power BI Report (Show all Fields)
  • Right-click on the table name “TV_Sales” and choose “New Column.”
Power BI Report (Choose New Column)
  • This 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 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,” and 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)
  • Hit the enter key, and in the table, the new “Calculated Column” is created.
Power BI Report (Add Sale Value)
  • Now once again, right click and choose “New Column” to create the “Gross Profit” value. This time we need to enter the formula as “Sales Value – COGS – Discount.”
Power BI Report (Gross Profit)

Ok, now we are done with calculations. To start off things in Power BI, this is more than enough.

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

  • Ok, by using these fields, we will create reports.
  • On the right-hand side, we have several visualizations. From this list, click on “Table” visual to insert the blank table visually.
Create Reports in Power BI
  • This table works more or less like “Pivot Table” in our excel worksheet. Now drag and drop “Month Name” from the table to the “Values” field of Table visual.
Power BI Report (Month Name)
  • Now drag and drop “Sale Value,” “COGS,” “Discount,” and “Gross Profit” columns to the field area of Table visual.
Table Visual
  • Ok, we have a month-wise summary table of Sales, COGS, Discount, and Gross Profit.
  • For the same fields, we will insert the “Combo” chart 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
  • This will create a chart like the below one.3
Combo Chart
Gross Profit vs Combo Chart
  • Now we will create the “Funnel” chart to create a City-wise “Sale Value.” Click on “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, and we will have a “Funnel Chart” like the below one.
Funnel Chart
  • In the end, we will create “Card” visuals to show total sales, COGS, Discount, and Profit values. Click on “Card” visual to insert “Blank Card Visual.”
Blank Card Visual
  • Drag and drop the “Sale Value” column to “Fields,” and we will have a simple card that shows 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 one, change it to “Discount,” and for the fourth one, change it to “Gross Profit.”
Again show all cards
Create Simple Dashboard

Note: Power BI dashboard file can also be downloaded from the link below, and the final output can be viewed.

You can download this Power BI Reports Examples Template here – Power BI Reports Examples Template

Things to Remember

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

Guide to Power BI Reports Examples. Here we show you how to create reports in Power BI along with examples and step by step explanations. You may learn more about Power BI from the following articles

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