Tutorial: From Excel workbook to a Power BI report in Microsoft Teams
APPLIES TO: Power BI Desktop Power BI service
Your manager wants to see a report on your latest sales and profit figures by the end of the day. However, the latest data is in files on your laptop. In the past, it's taken hours to create a report, and you’re beginning to feel anxious.
No worries. With Power BI, you can create a stunning report and share it in Microsoft Teams in no time!
In this tutorial, we upload an Excel file, create a new report, and share it with colleagues in Microsoft Teams, all from within Power BI. You'll learn how to:
- Prepare your data in Excel.
- Download sample data.
- Build a report in the Power BI service.
- Pin the report visuals to a dashboard.
- Share a link to the dashboard.
- Share the dashboard in Microsoft Teams
- Sign up for the Power BI service.
- Download the Financial Sample workbook and save it to your computer or to OneDrive for Business.
Prepare data in Excel
Let’s take an Excel file as an example.
Before you can load your Excel file into Power BI, you must organize your data in a flat table. In a flat table, each column contains the same data type; for example, text, date, number, or currency. Your table should have a header row but no columns or rows that display totals.
Next, format your data as a table. In Excel, on the Home tab, in the Styles group, select Format as Table.
Select a table style to apply to your worksheet.
Your Excel worksheet is now ready to load into Power BI.
Upload your Excel file to the Power BI service
The Power BI service connects to many data sources, including Excel files that live on your computer.
To get started, sign in to the Power BI service. If you haven’t signed up, you can do so for free.
In My workspace, select New > Upload a file.
Select Excel > Browse this device, and browse to where you saved the Financial Sample Excel file. Then select Open.
Now you have a Financial Sample dataset. Power BI also automatically created a blank dashboard. If you don't see the dashboard, refresh your browser.
You want to create a report. While still in My workspace, select New > Report.
Select Pick a published dataset. Then in the Data hub dialogue box, choose your Financial Sample dataset > Auto-create report.
Build your report
The report opens in Editing view and displays the blank report canvas. On the right are the Visualizations, Filters, and Fields panes. Your Excel workbook table data appears in the Fields pane. At the top is the name of the table, financials. Under that, Power BI lists the column headings as individual fields.
Notice the Sigma symbols in the Fields list? Power BI has detected that those fields are numeric. Power BI also detects geographic fields and displays a globe symbol.
To have more room for the report canvas, select Hide the navigation pane, and minimize the Filters pane.
Now you can begin to create visualizations. Let's say your manager wants to see profit over time. In the Fields pane, drag Profit to the report canvas.
By default, Power BI displays a column chart with one column.
Drag Date to the report canvas.
Power BI updates the column chart to show profit by date.
December 2014 was the most profitable month.
If your chart values don't look as you expect, check your aggregations. For example, in the Values well, select the Profit field you just added and make sure the data is being aggregated the way you want. In this example, we're using Sum.
Create a map
Your manager wants to know which countries/regions are the most profitable. Impress your manager with a map visualization.
Select a blank area on your report canvas.
From the Fields pane, drag the Country field to your report canvas, then drag the Profit field to the map.
Power BI creates a map visual with bubbles representing the relative profit of each location.
You can see that the European regions are outperforming the North American regions.
Create a visual showing sales
What about displaying a visual showing sales by product and market segment? That's easy.
Select the blank canvas.
In the Fields pane, select the Sales, Product, and Segment fields.
Power BI creates a clustered column chart.
Change the type of chart by choosing one of the icons in the Visualizations menu. For instance, change it to a Stacked column chart.
To sort the chart, select More options (...) > Sort by.
Spruce up the visuals
Make the following changes on the Format tab in the Visualizations pane.
Select the Profit by Date column chart. In the Title section, change Text size to 16 pt. Toggle Shadow to On.
Select the Sales by Product and Segment stacked column chart. In the Title section, change title Text size to 16 pt. Toggle Shadow to On.
Select the Profit by Country map. In the Map styles section, change Theme to Grayscale. In the Title section, change title Text size to 16 pt. Toggle Shadow to On.
Pin to a dashboard
You can pin all of your visuals to the blank dashboard that Power BI created by default.
Hover over a visual and select Pin visual.
You must save your report before you can pin a visual to the dashboard. Give your report a name and select Save.
Pin each visual to the dashboard that Power BI created, Financial Sample.xlsx.
When you pin the last visual, select Go to dashboard.
Power BI added a placeholder Financial Sample.xlsx tile to the dashboard automatically. Select More options (...) > Delete tile.
Rearrange and resize the tiles any way you want.
The dashboard and report are ready.
Share a link to your dashboard
Now it's time to share your dashboard with your manager. You can share your dashboard and underlying report with any colleague who has a Power BI account. They can interact with your report, but they can't save changes. If you allow it, they can reshare with others or build a new report based on the underlying dataset.
To share your report, at the top of the dashboard, select Share.
In the Share dashboard screen, enter the email addresses of the recipients in the Enter a name or email addresses field and add an optional message.
Select the option to Send an email notification. Choose any other options you want:
- Allow recipients to share this dashboard
- Allow recipients to build content with the data associated with this dashboard
Select Grant access.
Share to Microsoft Teams
You can also share reports and dashboards directly to your colleagues in Microsoft Teams.
To share in Teams, at the top of the dashboard, select Chat in Teams.
Power BI displays the Share to Teams dialog. Enter the name of a person, group, or channel and select Share.
The link appears in the Posts for that person, group, or channel.
- Now that you've created a basic report in the Power BI service, how about creating a report in Power BI Desktop? Try the tutorial, From Excel workbook to stunning report in Power BI Desktop.
More questions? Try the Power BI Community.