DEV Community

Cover image for Reporting in Power BI - Quick Steps
Vignesh C
Vignesh C

Posted on

Reporting in Power BI - Quick Steps

Power BI is a business analytics service by Microsoft. It aims to provide interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards.

Power BI Reporting

Steps:

1. Prepare Data

  • Importing Data (from data sources)
  • Transforming Data (Edit query in Query editor)
    • Rename table
    • Append Query (two or more tables to append columns)
    • Fixing Metadata
    • Filter Rows (condition)
    • Remove Columns
    • Adding Columns
    • Merge queries (inner, outer, left, right)
    • Split by delimiter

Alt Text

Alt Text

  • Cleansing Data (Edit query in Query editor)

Alt Text

2. Create Data Model, Enhance

  • Define table relationships
    • Fix data model for summarization
    • Fix query and create relationships
  • Configure Model properties

Alt Text

  • Adding Calculated columns and Measures (DAX - Data Analysis Expression)

Alt Text

  • Create hierarchies

Alt Text

3. Create Report

Report elements

  • Visualization elements
  • Static elements
  • Page

Format

  • Chart (Conditional Formatting)
  • Page (background)

4. Publish Report

  • PBIX file
  • Pin to Dashboard

5. Visualize Data

  • Filters, Slicers
  • Highlighting, Drilling

Alt Text

6. Refresh Data

  • Publish dataset
  • Refreshing data
  • Power BI Gateway set up - Personal
  • Power BI Gateway - Enterprise

Top comments (0)