Create a simple report from an existing dataset by using Power BI Service

Introduction:

Power Platform App Maker is a powerful tool that allows you to create, customize, and manage business applications with ease. Within the Power Platform, Microsoft Power BI Service enables you to transform your raw data into visually appealing reports and dashboards. In this article, we will explore how to create a simple report from an existing dataset using Power BI Service, utilizing the knowledge from Microsoft documentation.

Step 1: Importing the Dataset:

Before you can create a report, you need to import the dataset into Power BI Service. Start by signing in to Power BI Service and navigating to the workspace where you want to create the report. Choose “Get data” and select the appropriate data source, such as Excel or SQL Server. Follow the instructions to establish a connection and import the data into Power BI.

Step 2: Designing the Report:

Once the dataset is imported, you can start designing your report. Select the dataset from the “Datasets” tab on the left-hand side. Click on “Create Report” to enter the report canvas. Here, you have various visualizations and formatting options to customize your report.

Step 3: Adding Visualizations:

To add visualizations to your report, simply drag and drop the desired fields from the dataset onto the canvas. Power BI will automatically detect the appropriate visualization type based on your data. You can choose from bar charts, line charts, pie charts, tables, maps, and many more. Customize the visuals by adjusting properties like colors, labels, and axes.

Step 4: Applying Filters:

Filters allow users to interact with the report and focus on specific data subsets. To apply a filter, select the desired visualization and click on the “Filter” icon. Choose the relevant field and set the appropriate filter conditions, such as equal to, greater than, or between. Once applied, the report will dynamically update based on the filter selections.

Step 5: Creating Relationships:

In many cases, datasets consist of multiple tables that need to be related to create meaningful insights. Power BI allows you to establish relationships between tables by matching key columns. To create relationships, select the “Manage relationships” option from the “Home” tab. Choose the primary and foreign key columns from the respective tables and define the relationship type (e.g., one-to-one or one-to-many).

Step 6: Publishing and Sharing the Report:

Once your report is ready, you can publish it to Power BI Service to make it available to others. Click on “Publish” to save your report in the selected workspace. You can also enable scheduled data refresh to keep the report up to date. To share the report, you can invite specific users or groups to view and collaborate. Additionally, you can embed the report in other applications or websites using Power BI’s embedding capabilities.

Conclusion:

With Power Platform App Maker and Power BI Service’s capabilities, creating insightful reports from existing datasets has become more accessible than ever. By following the simple steps outlined above, you can import your data, design compelling visualizations, apply filters, create relationships, and share your reports with others. Leverage the flexibility and scalability of Power BI Service to gain valuable insights and drive informed decision-making within your organization.