Create Report on Power BI (Step by Step)
In power Bi reports are more visualized in compare to a common reports, in power bi reports it is a detailed visualization provided on a data, there are some connections need to be made in the data in order to make a report in power bi, reports can be multi-page level or it can be a single page and these pages have visuals.
If you are new to Power BI visualization and wondering what kind of impact Power BI could do to your data analysis, then in this article, we will show you how to prepare reports in Power BI data visualization.
To create Reports, you need data to work with, so you can download the excel workbook from the below link, which is used for this example.
This is the data of credit card transactions done in India. Using this data, we will create a dashboard to get insight into the data.
Steps to create Power BI reports are as follows.
- First thing first uploads the data to Power BI by using the “Get Data” option.
- Now, you will see the window like the below one.
- Our data table name in the worksheet “Credit Card Transactions” is “CreditCard,” so I have chosen the required table to work with and now click on “Load” to upload the data to Power BI (it will take some time to upload).
- In the “Data” layout, you should see the data table like the below one.
- Once the data is uploaded, you need to come back to the “Report” layout to build your power bi reports and visualizations.
- First, we need to show what the total credit card usage amount is in the year by using the “Card” visual.
- Now drag and drop the “Amount” column to “Fields.”
- So, the overall transaction amount is “2 Billion”. We need to design the card for better visualization. The first thing we need to remove the category and add “Title” to the card.
- The title can be added and formatted under the “Format” section of the Card visual. You need to format the “Title” of the card, as shown below.
- Now design the background of the card visual.
- Now insert the border for the card.
- Now the number is showing in rounded billions, so instead of showing in rounded billings, let us add decimal places for billions.
- Now copy the already designed Card to show a number of cities involved in this transaction.
- For monthly spending of amount visualization, choose “Area Chart.” Add the “Date” column to Axis and retain only “Month” and add the “Amount” column to “Values.”
- Just in case if you wish to add some formatting to the chart, you can add it under the “Format” section. I have formatted like the below one.
- Now, to show various expenses type choose “TreeMap.”
- We need to insert values to see the visual. Drag and drop “Exp Type” to “Group” and “Amount” column to “Values.”
- Just in case if you wish to add some formatting to the report, you can add it under the “Format” section. I have formatted like the below one. As of now, our report looks like this.
- The next visual we are going to use is the “Donut” chart to show transaction value done by different credit card categories.
- Select the “Donut ChartDonut ChartA doughnut chart is a type of excel chart whose visualization is similar to pie chart. The categories in this chart are parts that, when combined, represent the whole data in the chart. A doughnut chart can only be made using data in rows or columns.” first, then drag and drop “Card Type” to “Legend” and “Amount” column to “Values.”
- You can increase or decrease the inner circle of the donut chart under the “Shapes” formatting section.
- Use “Matrix” visualization to show monthly-wise spent by different card types. In card types, we have four different categories, like “Silver, Signature, Gold, and Platinum.” So using Matrix, we can create a summary report.
Note: I have done so much of formatting to this tableFormatting To This TableExcel comes with a number of table styles that you may quickly apply to a table format. In Excel, you can design and use a new custom table style of your choice. , you can download the Power BI dashboard file from below link and apply each formatting technique as applied.
You can download this Power BI Reports Template here – Power BI Reports Template
- Now, one more visualization we need to add is “Gender” wise spending share in the “Pie” chart. Select the Pie chartPie ChartThe pie chart is a circular excel chart representing the visualization of data in a circular format. In this circular chart, every category of data has its part, and all the categories make it as a whole circular data. as visual and apply the fields accordingly.
- To show who is using which card more Gender-wise, use “Line and Clustered Column ChartClustered Column ChartIn Excel, a clustered column chart depicts data in a series of vertical columns. Though these charts are simple to create, analyzing them becomes increasingly difficult as the number of categories increases from single to multiple. .”
- So, our first page of the report is completed and looks like a beauty.
- Now add one more page by click on the “Add Page” button.
- This will add a new Page to the right of the active page.
In this new page, we will show the City-wise transaction amount with the “Map” chart.
- First, add the “Map” chart in Power BI.
- Now choose “City” and “Amount” columns to see the bubbles.
So, our Power BI Report is ready to use.
Things to Remember
- You can use any visual but make sure which fit for the data you are using.
- Once the visual is used, you need to do formatting touches to make it look beautiful.
- Always concentrate on how to fill in your page through the size of the visuals you are using.
This is a step by step guide to Power BI Reports. Here we discuss how to create custom reports in Microsoft Power BI along with an example and downloadable templates. You can learn more about Data Visualization from these articles below –