Power BI Reports

Updated on April 4, 2024
Article byWallstreetmojo Team
Edited byWallstreetmojo Team
Reviewed byDheeraj Vaidya, CFA, FRM

Create Report on Power BI (Step by Step)

Power BI reports are more visualized in comparison to common reports. In Power BI reports, it is a detailed visualization provided on data. However, some connections need to be made in the data to make a report. In Power BI, reports can be multi-page level or it can be a single page. These pages have visuals.

Suppose you are new to Power BI visualization and wondering what kind of impact Power BI could have on your data analysis, then in this article. We will show you how to prepare Power BI data visualization reports in that case.


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–>> If you want to learn Power BI professionally, then Power BI Basics Course (5+ hours) is the perfect solution. This course will introduce you to a wide range of Power BI concepts like collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights, Creating Reports in Power BI Desktop, Analyze Data with Excel, Graphs & Visualizations, Interactive Dashboards along with some real life examples.

To create reports, you need data to work with. So, you can download the Excel workbook from the link below, which is used for this example.

You can download this Power BI Reports Excel Template here – Power BI Reports Excel Template
Power BI Reports (Data)

It is the data of credit card transactions done in India. Using this data, we will create a dashboard to get insight into the data.

The steps to create Power BI reports are as follows.

  1. The first thing is to upload the data to Power BI using the “Get Data” option.

    Power BI Reports (get data)

  2. Now, you will see a window like the one below.

    Power BI Reports (data preview)

  3. Our data table name in the worksheet “Credit Card Transactions” is “CreditCard.” So, we 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).

  4. In the “Data” layout, you should see the data table like the below one.

    Power BI Reports (Data layout)

  5. Once the data is uploaded, you must return to the “Report” layout to build your Power BI reports and visualizations.

    Power BI Reports (report layout)

  6. First, we need to show the total credit card usage amount in the year using the “Card” visual.

    Power BI Reports ( card visual )

  7. Drag and drop the “Amount” column to “Fields.”

    Power BI Reports (fields)

  8. So, the overall transaction amount is “2 Billion”. Next, we need to design the card for better visualization. Then, remove the category, and add “Title” to the card.

  9. The title can be added and formatted under the “Format” section of the “Card” visual. But, first, you need to format the “Title” of the card, as shown below.

    Power BI Reports (Title format)

  10. Now, design the background of the card visual.

    Power BI Reports (Background)

  11. Now, insert the border for the card.

    Power BI Reports (Border)

  12. Now, the number is shown in rounded billions. So, instead of showing rounded billings, let us add decimal places for billions.

    Power BI Reports (data label)

  13. Now, copy the already designed card to show the number of cities involved in this transaction.

    Power BI Reports (no of cities)

  14. For monthly spending of amount visualization, choose “Area Chart.” Then, add the “Date” column to “Axis,” retain only “Month,” and add the “Amount” column to “Values.”

    Power BI Reports (monthly spend of amount visual)

  15. If you wish to add some formatting to the chart, you can add it under the “Format” section. For example, we have formatted it like the one below.

    Power BI Reports (formatting).png

  16. Now, to show various expense types choose “Treemap.”

    Power BI Reports (Treemap)

  17. We need to insert values to see the visual. Drag and drop “Exp Type” to “Group” and “Amount” column to “Values.”

    Power BI Reports (drag and drop)

  18. If you wish to add some formatting to the report, you can add it under the “Format” section. For example, we have formatted it like the one below. As of now, our report looks like this.

    Power BI Reports (Treemap, Exp Type)

  19. The next visual we will use is the “Donut” chart to show transaction value done by different credit card categories.

  20. Select the Donut Chart first, then drag and drop “Card Type” to “Legend” and the “Amount” column to “Values.”

    Power BI Reports (Donut Chart)

  21. You can increase or decrease the inner circle of the donut chart under the “Shapes” formatting section.

    Power BI Reports (Shapes)

  22. Use “Matrix” visualization to show monthly-wise spending by different card types. For example, we have four categories of card types: “Silver,” “Signature,” “Gold,” and “Platinum.” So using Matrix, we can create a summary report.

    Power BI Reports (matrix)
    Note: We have done so much formatting to this table. You can download the Power BI dashboard file from the below link and apply each formatting technique.

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

  23. Now, one more visualization we need to add is “Gender” wise spending share in the “Pie” chart. Select the Pie chart as visual and apply the fields accordingly.

    Power BI Reports (Pie Chart)

  24. To show who uses which card more “Gender-wise,” use “Line and Clustered Column Chart.

    Power BI Reports (Line and Clustered Column Chart)

  25. So, our first report page is completed and looks like a beauty.

    power bi final report

  26. Now, add one more page by clicking the “Add Page” button.

    Power BI Reports (New Page)

  27. It will add a new page to the right of the active page.

    Power BI Reports (2nd page)
    This new page will show the city-wise transaction amount with the “Map” chart.

  28. First, add the “Map” chart in Power BI.

    Power BI Reports (Map)

  29. Choose the “City” and “Amount” columns to see the bubbles.

    Power BI Reports (map bubbles)

So, our Power BI Report is ready to use.

Things to Remember

  • We can use any visual but ensure which fits our data.
  • Once the visual is used, we need to do formatting touches to make it look beautiful.
  • We must always concentrate on how to fill in the page through the size of the visuals we are using.

Recommended Articles

This article is a step-by-step guide to Power BI Reports. Here, we discuss creating custom reports in Microsoft Power BI along with an example and downloadable templates. You can learn more about data visualization from these articles below: –

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