How-to create a Power BI report

Created by Erik Åkerlund, Modified on Tue, 06 Feb 2024 at 05:54 PM by Anna Norfjell

Power BI reports allow you to enhance your reports with visuals, diagrams and graphs. Power BI reports are great to  management reports that you usually have to create in Excel and PowerPoint. Or if you want to create a dashboard including information from other sources. 

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

1. Create a Report (just as you create any other report). Alternatively use an already existing report that you would like to convert into an Power BI Report. Add a New report by clicking "+" sign. 

2. Make sure to select the columns (database fields) you want to use in your Power BI Report.

3. Go to Tab "Overview". Choose "REPORT VIEWER": Power BI and press save

To load the data to Power BI and create and start designing the report in Power BI:

5. Press Run and new window comes up.

6. Select where to store the report and "Create new ..." (Alternatively select an existing Power BI report to upload)

6. Now the data set will be uploaded to Power BI.

You are now ready to design and build your first Power BI report, selecting data from the field list and visualizations.

Save you changes in Power BI and give the report a appropriate name in your Power BI workspace.

First time you Run the same report from TS your new report is defaulted in the selection and the output will be presented in the TS interface.

In Tab "Settings" of the report there is now a Power BI identification ID that points to a specific report in Power BI - so that changes in the data selection are reflected in the Power BI as well.

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