From Excel workbook to stunning report in the Power BI service
Your manager wants to see a report on your latest sales figures combined with your last campaign impressions by the end of the day. But the latest data resides on various third-party systems and on files in your laptop. In the past, it’s taken hours to create visuals and format a report, and you’re beginning to feel anxious.
No worries. With Power BI, you can create a stunning report in no time.
In this example, we’ll upload an Excel file from a local system, create a new report, and share it with colleagues, all from within Power BI.
Prepare your data
Let’s take a simple 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 not any 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 follow along with the rest of this tutorial, use the Financial Sample workbook.
To get started, sign in to the Power BI service. If you haven’t signed up, you can do so for free.
You want to create a new dashboard. Open My workspace and select the Create icon.
Select Dashboard, enter a name, and then select Create.
The new dashboard displays, with no data.
At the bottom of the nav pane, select Get data.
On the Get Data page, in the Files box under Create new content, select Get.
On the Files page, select Local File. Navigate to the Excel workbook file on your computer and select Open to load it into the Power BI service.
From the Local File page, select Import.
Build your report
After the Power BI service imports your Excel file, you start building your report.
When the Your dataset is ready message appears, select View dataset.
Power BI opens in Editing view and displays the report canvas. On the right side are the Visualizations, Filters, and Fields panes. Notice that your Excel workbook table data appears in the Fields pane. Under the name of the table, Power BI lists the column headings as individual fields.
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 bar chart.
Drag Date to the report canvas.
Power BI updates the bar chart to show profit by date.
If your chart doesn't look like you expect, check your aggregations. For example, in the Value well, right-click the field you just added and ensure the data is being aggregated the way you'd like it. In this example, we're using Sum.
Your manager wants to know which countries are the most profitable. Impress them with a map visualization.
Select a blank area on your report canvas.
From the Fields pane, drag the Country and the Profit fields to your report canvas.
Power BI creates a map visual with bubbles representing the relative profit of each location.
What about displaying a visual showing sales by product and market segment? Easy.
In the Fields pane, select the Sales, Product, and Segment fields.
Power BI creates a bar chart instantly.
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.
Pin all of your visuals to your dashboard. You’re now ready to share it with your colleagues.
Share your dashboard
Let's say you want 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 can't save changes.
To share your report, at the top of the dashboard, select Share.
Power BI displays the Share dashboard page.
Enter the email addresses of the recipients in the Enter email addresses box and add a message in the box below it.
To allow recipients to share your dashboard with others, select Allow recipients to share your dashboard. Select Share.
- Get started with the Power BI service
- Get started with Power BI Desktop
- Basic concepts for designers in the Power BI service
More questions? Try the Power BI Community.