EDUCBA Logo

EDUCBA

MENUMENU
  • Explore
    • EDUCBA Pro
    • PRO Bundles
    • Featured Skills
    • New & Trending
    • Fresh Entries
    • Finance
    • Data Science
    • Programming and Dev
    • Excel
    • Marketing
    • HR
    • PDP
    • VFX and Design
    • Project Management
    • Exam Prep
    • All Courses
  • Blog
  • Enterprise
  • Free Courses
  • Log in
  • Sign Up
Home Data Science Data Science Tutorials Power BI learn Creating Reports in Power BI
 

Creating Reports in Power BI

Priya Pedamkar
Article byPriya Pedamkar

Updated June 2, 2023

Creating Reports in Power BI

 

 

Introduction to Power BI Reports

People who are using Power BI for the first time may face little difficulty using Power BI to create reports and charts. Here we will learn how to import the data into the Power BI system and play around with that. As we all know, for creating the reports in Excel or any other tool of MS Office, we can use existing data wherein any file of MS Office, mainly Excel or Word. But in Power BI, we have a way more long list of the sources to which we link and get the data apart from MS Excel and SQL Databases. We will see those in detail in the below examples.

Watch our Demo Courses and Videos

Valuation, Hadoop, Excel, Mobile Apps, Web Development & many more.

Example for Creating Reports in Power BI

We will be using Filters, Visualization, and Fields to create different types of reports. These options are there in the Power BI windows Report tab at the right-hand side of the window, as shown below.

Power BI Reports 1

Once we upload the data in Power BI using any source, we can use the above-shown tools to create different types of reports. To create reports in Power BI, we need data. So you can download the excel workbook from the below link, which is used for this example.

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

Here we have a sample sales data of some data of electronics product of around 1000 lines as shown below.

Power BI Reports Example 1-1

  • Go to Power BI and click on the Get Data option as shown below.

Power BI Reports Example 1-2

  • Select the type of database file we want to connect to Power BI. Here our data is in an Excel file. Then click on Connect to proceed further.

Power BI Reports Example 1-3

  • Power BI will ask us to browse the file location. Do that and then Open it.

Power BI Reports Example 1-4

  • We will see a navigator window. There check the box for the sheets which we want to load and then click on Load.

Power BI Reports Example 1-5

  • After a moment, we will be able to see our data uploaded in Power BI under the Data tab.

Power BI Reports Example 1-6

  • Now to generate reports in Power BI, go to the Report tab.

Power BI Reports Example 1-7

  • The process of creating a Report in Power BI is like creating a Dashboard in Excel. Where we use different types of graphs and charts, let’s create our first chart of the report. First, we will select a Card from Visualization, as shown below.

Select Card Example 1-8

  • Now in this, we will see overall how much quality of the product is sold. For this, select Quantity from the Fields section as shown below.

Power BI Reports Example 1-9

  • To make this Card more attractive, we can change the Font and background color as well from the Format section below Visualization.

Format section Example 1-10

  • Let’s create another visualization on the same page. Now we will select Stacked Column Chart.

Select Stacked Column Chart Example 1-11

  • Now, we will put the Product Type in Axis and quantity in the Values field to see which product is sold most.

Power BI Reports Example 1-12

  • This will give visualization, as shown below.

Power BI Reports Example 1-12.1

  • To make it more attractive, we have changed the color columns from the Format option and included the Data labels.

Add Data labels Example 1-13

  • Let’s create another chart. This time in the same sheet, we will create a Pie Chart where we will plot the Sales Owner wise graph and see which owner of the product has sold how many numbers of products. For this, select Pie Chart from visualization as shown below.

Select Pie Chart Example 1-14

  • Now, we will put the Owner in Legend and quantity in the Values field.

Power BI Reports Example 1-15

  • We will see how easily our Pie Chart has been created.

Power BI Reports Example 1-15.1

  • Now we will format the chart as per our requirements. We will now change the data color from the Format section.

Change the data color Example 1-16

  • Now we will plot a Line Chart. The line is way more effective when we want to show the trend and the kind of Trend we can easily show when we have such sales date of month-wise. To plot this, we will select the Line Chart as shown below.

Select Line Chart Example 1-17

  • Now select Product Type, Quantity and Month and when that sale happened, as we will be showing the trend of each product month wise.

Power BI Reports Example 1-18

  • We will put the month in Axis and Product type in Legend and quantity in Values from the field section.

Power BI Reports Example 1-19

  • By doing this, we will be modifying the created Line chart for showing the trend of products sale like below.

Power BI Reports Example 1-20

  • The colors of the line are in the default theme. We will change the color of each trend line as per the color which we gave in the Stacked Column Chart. Also, we have added the data labels as well as shown below.

Power BI Reports Example 1-21

  • This completes our Power BI Report on Sales Data which we have uploaded.

Power BI Reports Example 1-22

  • Now let’s test whether the created reports work and filter the selected section or not. Let’s filter the Pie chart for the owner Mary. For this, just click on Mary in the Pie chart.
  • We will see, the complete report got filtered with the data related to Mary. We can see, total quantities sold by Mary is 7802. And the product month 7802 also got filtered in the Stacked Column chart and Line Chart as well.

Power BI Reports Example 1-23

NOTE: Power BI Reports file can also be downloaded from the link below, and the final output can be viewed.
You can download this Power BI Reports Template here – Power BI Reports Template

Pros of Power BI Reports

  • We don’t have to link each table, tab, and chart with each other just to sink it. It gets automatically done.
  • There are various types of graphs and charts other than those available in MS Office.
  • It is very simple to use and create charts in Power BI. We just need to drag the fields into a relevant section.
  • We can modify the data in Power BI itself.

Things to Remember

  • We can use different pages with the same data which we upload in Power BI.
  • It is recommended to modify the data in Power BI itself after uploading that into reports. By this, we can use inbuilt functions, formulas to change the value format and make complete data standard.
  • Keep on saving the data once a milestone is reached, as it takes a little more time than it takes to save the data of excel.

Recommended Articles

This is a guide to Creating Reports in Power Bi. Here we discuss how to use charts and cards to create Reports in Power BI, along with a practical example. You may also look at the following articles to learn more –

  1. Power BI Dashboard vs Report | Top 8 Differences
  2. Power BI Tutorial For Beginners
  3. Comparison Between Power BI vs Excel
  4. What is Microsoft Power BI?
  5. How to Use Calendar DAX Function in Power BI?
  6. Power BI IF Statement
  7. Creating Sample Dashboard in Power BI
  8. Steps to Create Power BI Charts
  9. Guide to Types of Power BI Connections

Primary Sidebar

Footer

Follow us!
  • EDUCBA FacebookEDUCBA TwitterEDUCBA LinkedINEDUCBA Instagram
  • EDUCBA YoutubeEDUCBA CourseraEDUCBA Udemy
APPS
EDUCBA Android AppEDUCBA iOS App
Blog
  • Blog
  • Free Tutorials
  • About us
  • Contact us
  • Log in
Courses
  • Enterprise Solutions
  • Free Courses
  • Explore Programs
  • All Courses
  • All in One Bundles
  • Sign up
Email
  • [email protected]

ISO 10004:2018 & ISO 9001:2015 Certified

© 2025 - EDUCBA. ALL RIGHTS RESERVED. THE CERTIFICATION NAMES ARE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS.

EDUCBA

*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA

*Please provide your correct email id. Login details for this Free course will be emailed to you

EDUCBA

Download Power BI Reports Template

EDUCBA
Free Data Science Course

Hadoop, Data Science, Statistics & others

By continuing above step, you agree to our Terms of Use and Privacy Policy.
*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA

*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA Login

Forgot Password?

EDUCBA

Download Power BI Reports Template

Loading . . .
Quiz
Question:

Answer:

Quiz Result
Total QuestionsCorrect AnswersWrong AnswersPercentage

Explore 1000+ varieties of Mock tests View more

🚀 Limited Time Offer! - ENROLL NOW