How to create a Power BI report

Created by Erik Åkerlund, Modified on Fri, 9 May at 9:14 AM by Dag Tyllered

Power BI reports allow you to enhance your reports with visuals, diagrams, and graphs. They are great for reports that you usually have to create in Excel and PowerPoint, or for creating a dashboard that includes information from other sources.

Below is a step-by-step guide on how to create a Power BI report.

Create a Report with a Power BI viewer

1a. Create a Report (just as you create any other report).

Add a New report by clicking "+" sign:

1b. Alternatively, use an already existing report that you would like to convert into a Power BI Report.

2. Select the columns (database fields) etc. you want to use in your Power BI Report.

3. Go to Tab "Overview" and choose "REPORT VIEWER": Power BI and press Save

Load the data to Power BI Web and start designing the report

4a Press Run, and a new window will pop up. Select the workspace where to store the report (default is 'My Workspace') and "Create new ..."

4b. If you want to select an existing Power BI report layout, see How to copy a Power BI report to a shared workspace

5. Now, the data set is uploaded to Power BI Web, and the report layout view is opened.

You are now ready to design and build your first Power BI report, selecting data from the field list ('Balance Report' to the right in the picture below) and visualizations.

Save your changes in Power BI and give the report an appropriate name in your Power BI workspace ('Balance Report Power BI Web' upper left).

The first time you run the report from TS, your new report defaults to the report layout in Power BI Web. The output will be presented in the TS interface.

In the reports Tab "Settings" there is now a Power BI identification ID that points to a specific report in Power BI.

The same ID is part of the URL used in Power BI Web - see picture above.

The Power BI report display name is also visible at the Tab 'Overview'.