Generating power BI report - test

Shyam Kumar 846 Reputation points
2025-05-09T02:44:06.8733333+00:00

I am completely new to power BI and i want to generate simple power BI report as a test.

can you provide me steps

Microsoft 365 and Office | Development | Microsoft 365 App Publishing
0 comments No comments
{count} votes

1 answer

Sort by: Most helpful
  1. Ronak Shah 40 Reputation points
    2025-05-09T05:55:47.2666667+00:00

    To create a simple Power BI report from an Excel file

    Tools Needed

    Power BI Desktop (Download from https://powerbi.microsoft.com/desktop)

    A sample Excel file with some data (e.g., sales data)

    Step-by-Step Guide

    Step 1: Open Power BI Desktop

    Launch Power BI Desktop.

    Click "Get Data" → choose Excel.

    Browse and select your Excel file.

    Step 2: Load Data

    Power BI will show all sheets/tables in your Excel file.

    Select the table(s) or sheet(s) you want → Click Load.

    Step 3: Explore the Data

    On the right panel, you'll see your table and fields.

    Click on any field to preview the data.

    Step 4: Create a Visual

    Go to the Visualizations pane on the right.

    Click a visual type (e.g., Bar chart, Pie chart, or Table).

    Drag fields from your data onto:

    Values (e.g., Sales Amount)

    Axis (e.g., Region or Product)

    Step 5: Add a Title or Text

    Use Text Box from the Home ribbon to add a title or label.

    Step 6: Save and Publish

    Click File → Save to save your report locally.

    If you want to publish to Power BI Service:

    Click Publish on the top ribbon.

    Sign in with your Microsoft account.

    Choose your workspace and click Select.

    For reference : https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-home


Your answer

Answers can be marked as Accepted Answers by the question author, which helps users to know the answer solved the author's problem.