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Reporting in Power BI - Quick Steps

iamvigneshc profile image Vignesh C ・1 min read

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


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

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  • Cleansing Data (Edit query in Query editor)

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2. Create Data Model, Enhance

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

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

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  • Create hierarchies

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3. Create Report

Report elements

  • Visualization elements
  • Static elements
  • Page


  • Chart (Conditional Formatting)
  • Page (background)

4. Publish Report

  • PBIX file
  • Pin to Dashboard

5. Visualize Data

  • Filters, Slicers
  • Highlighting, Drilling

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6. Refresh Data

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

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