Power BI - Creating a Report Tutorial
In this video, you will learn how to produce and finalize reports remotely with your team using Microsoft 365. The video covers the Office 365 portal, Word online, and Skype for Business, demonstrating how these tools can help you collaborate and work on reports even when your team members are not in the same location.
This tutorial will provide you with the necessary skills to efficiently produce reports and collaborate with your team, enhancing your productivity and efficiency.
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Power BI - Customising your Visuals
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Power BI - Customising your Report
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Power BI - Preparing, cleaning and transforming your Data
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Power BI - Recovering your Data from different sources
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Power BI - Creating your Datasets
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Power BI - Introduction to the Query Editor
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Power BI - Creating and configuring a Dashboard
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Power BI - Publishing your Report through the Power BI Service
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Introduction to Power Bi
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General Introduction
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Create dynamic visual title using the Selected Value function
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Recovering your Data from different sources
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Introduction to Power BI Building Blocks
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Introduction to Power BI Desktop
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Create slicers
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Create quick measures
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Preparing, cleaning and transforming your Data
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Introduction to Power BI Mobile
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Creating your Datasets
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Introduction to the Query Editor
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Customising your Visuals
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Manipulating tiles in a Dashboard
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Conditional formatting
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Consulting and using a Dashboard
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Use the drill down filter
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Calculate function
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Turn on the drill down feature
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Add an alert to a visual
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Sharing and publishing your Dashboard
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Customising your Report
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Manage interactions
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Manage relations between data sources
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What are measures?
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Introduction to PowerBI
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Create a PivotTable report manually
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Recovering your Data from different sources
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Sort, filter, summarize and calculate your PivoteTable data
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Create a PivotTable and analyze your data
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How to track and monitor values with the Watch Window
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Preparing, cleaning and transforming your Data
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Creating your Datasets
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Analyze your network and communication habits
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Introduction to the Query Editor
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Customising your Visuals
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Manipulating tiles in a Dashboard
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Consulting and using a Dashboard
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Improved version history
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Sharing and publishing your Dashboard
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Customising your Report
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XLOOKUP (Advanced metrics)
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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Check and share your form results
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Summarize Your Notes with Copilot
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XLOOKUP (Basic metrics)
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Optimize Meetings with Viva Insights
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Manage video settings
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Receiving a briefing email from Viva Insights
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Draft Content Based on an Existing Document with Copilot
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Summarize the Content of a Note with Copilot
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Summarize Email Threads with Copilot
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Copilot in Teams Conversations
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Analyze and Write Content Based on a File
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Copilot After Teams Meetings
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Copilot During Teams Meetings
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Analyze Team Dynamics
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Organize Your Messages with Rules
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Process an incoming message
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Make changes to a text
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Sort and filter emails
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Organize into Folders
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Manage Views
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Analyzing multiple OneDrive documents with Copilot
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Tracking changes in a Loop page with Copilot
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Analyzing a OneDrive file with Copilot
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Use Categories
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Clean Up Your Inbox
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Easily Sort Your Mails
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Introduction to PowerBI
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Extract Text from an Image
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Reply to an Email with Copilot
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Create SharePoint Pages with Copilot
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Query an Attached Meeting
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Plan with Copilot
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Share Requests with Your Team
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Translate a presentation
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Generate a Video
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Add Speaker Notes
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Initiate a project budget tracking table with Copilot
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Develop and share a clear project follow-up with Copilot
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Organize an action plan with Copilot and Microsoft Planner
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Structure and optimize team collaboration with Copilot
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Copilot at the service of project reports
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
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Manage advanced call notifications
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Configure audio settings for better sound quality
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Block unwanted calls
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Disable all call forwarding
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Manage a call group in Teams
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Update voicemail forwarding settings
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Configure call forwarding to internal numbers
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Set call forwarding to external numbers
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Manage voicemail messages
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Access voicemail via mobile and PC
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Customize your voicemail greeting
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
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Add participants quickly and securely
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Configure call privacy and security settings
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Manage calls on hold
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Live transcription and generate summaries via AI
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Use the interface to make and receive calls
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Draft a Service Memo
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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SharePoint Page Co-Editing: Collaborate in Real Time
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Process text
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Create an insights grid
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Generate and manipulate an image in PowerPoint
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Particularities of Personal and Professional Copilot Accounts
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Edit in Pages
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Summarize Discussions and Schedule a Meeting Slot
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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Objectifs :
This document aims to provide a comprehensive guide on creating and customizing reports in Power BI, focusing on the use of visuals to represent data effectively.
Chapitres :
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Introduction to Power BI Reporting
Power BI is a powerful tool for data visualization and reporting. Once you have prepared your dataset, you can begin creating reports. Upon closing the Query Editor, you will enter the Report view, which initially presents a blank canvas for your visualizations. -
Creating Visuals in Power BI
Power BI offers a variety of attractive visuals that can be customized to suit your needs. You can purchase additional visuals from the Microsoft Store or import personal visuals from files. There are several methods to create visuals in Power BI Desktop: - **Drag and Drop**: Simply drag field names from the fields pane and drop them onto the report canvas. For instance, selecting the Sales field will prompt Power BI to analyze the data type and suggest an appropriate visual. - **Visualizations Pane**: Click on the type of visuals you wish to create in the Visualizations pane. Initially, a blank reserved space will appear, representing the selected visual type. -
Interacting with Visuals
To create and organize your visuals, drag data fields onto the lower part of the Visualizations pane. If you are uncertain about dropping a field, you can drag it directly into the visual, and Power BI will manage the rest. You can also check the box next to the field to include it in your visual. The totals of sales by segment will be displayed based on the selected visual type. Additionally, when you drag and drop other data fields, the visuals will automatically update to reflect these changes. -
Enhancing Your Report
To enrich your report, consider adding more visuals, such as: - A tile displaying the total amount of sales - A tile showing the total number of units sold - A visual detailing sales by month - A tile with information on sales by product Once you have added the desired visuals, you can organize them on the page. Resize visuals by selecting them and dragging the handles inward or outward, and move them anywhere on the drawing area. -
Changing Visual Types
If you wish to convert your visuals from one type to another, select the visual you want to change and choose a different visual from the icons in your Visualizations pane. This flexibility allows you to tailor your report to better convey the data insights. -
Using Help Balloons
Power BI provides helpful features to enhance user experience. When you hover your cursor over a section of your visuals, a help balloon will display details about that segment, such as total sales by segment and sales percentage. This feature aids in understanding the data represented in your visuals. -
Conclusion
In summary, creating and customizing reports in Power BI involves understanding how to utilize visuals effectively. By following the steps outlined, you can create informative and visually appealing reports that enhance data comprehension and decision-making.
FAQ :
What is Power BI used for?
Power BI is used for business analytics, allowing users to visualize data, create reports, and share insights across their organization.
How do I create visuals in Power BI?
You can create visuals in Power BI by dragging field names from the fields pane onto the report canvas or by selecting a visual type from the Visualizations pane.
Can I customize visuals in Power BI?
Yes, Power BI allows you to customize visuals in various ways, including resizing, moving, and changing the type of visual to better represent your data.
What should I do if I want to remove a field from a visual?
To remove a field from a visual in Power BI, simply uncheck the corresponding box in the Visualizations pane.
How can I get more details about sales by country in Power BI?
You can analyze sales by country by selecting the Country field in Power BI, which will provide insights and allow you to create visuals based on that data.
What are tiles in Power BI?
Tiles in Power BI are individual visual components that display specific metrics or data points, such as total sales or sales by product.
Quelques cas d'usages :
Sales Performance Analysis
A sales manager can use Power BI to create a report that visualizes sales performance across different regions. By dragging and dropping fields related to sales data, the manager can quickly identify trends and areas for improvement.
Monthly Sales Reporting
A financial analyst can utilize Power BI to generate monthly sales reports. By creating visuals that display total sales, units sold, and sales by product, the analyst can provide insights to the management team for strategic decision-making.
Product Performance Tracking
A product manager can track the performance of various products using Power BI. By creating visuals that show sales by product and month, the manager can assess which products are performing well and which may need additional marketing efforts.
Interactive Dashboards for Stakeholders
A business intelligence professional can create interactive dashboards in Power BI for stakeholders. By incorporating various visuals that update automatically with data changes, stakeholders can easily monitor key performance indicators.
Data Visualization for Presentations
A marketing team can use Power BI to create visually appealing presentations for client meetings. By customizing visuals and organizing them effectively, the team can present data in a clear and engaging manner.
Glossaire :
Power BI
A business analytics tool by Microsoft that provides interactive visualizations and business intelligence capabilities with a simple interface for end users to create their own reports and dashboards.
Query Editor
A tool within Power BI that allows users to connect to data sources, transform data, and prepare it for analysis before loading it into the Power BI model.
Report view
The interface in Power BI where users can create and design reports using various visualizations based on the data they have prepared.
Visuals
Graphical representations of data in Power BI, such as charts, graphs, and tables, that help users understand and analyze their data.
Visualizations pane
A section in Power BI Desktop that displays different types of visuals that can be used to represent data in reports.
Fields pane
A panel in Power BI that lists all the data fields available for use in reports, allowing users to drag and drop fields into visuals.
Tiles
Individual visual elements in a Power BI report that display specific data points or metrics, such as total sales or units sold.
Data type
The classification of data based on its nature, such as numeric, text, or date, which helps Power BI determine the most suitable visual representation.