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.
- 2:54
- 9300 views
-
Power BI - Customising your Visuals
- 2:58
- Viewed 3550 times
-
Power BI - Customising your Report
- 3:12
- Viewed 2997 times
-
Power BI - Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3841 times
-
Power BI - Recovering your Data from different sources
- 3:26
- Viewed 4280 times
-
Power BI - Creating your Datasets
- 2:26
- Viewed 3684 times
-
Power BI - Introduction to the Query Editor
- 2:33
- Viewed 3567 times
-
Power BI - Creating and configuring a Dashboard
- 2:50
- Viewed 3690 times
-
Power BI - Publishing your Report through the Power BI Service
- 2:59
- Viewed 3684 times
-
Introduction to Power Bi
- 1:29
- Viewed 6993 times
-
General Introduction
- 2:54
- Viewed 4993 times
-
Create dynamic visual title using the Selected Value function
- 5:42
- Viewed 4300 times
-
Recovering your Data from different sources
- 3:26
- Viewed 4280 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 4174 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 4157 times
-
Create slicers
- 3:55
- Viewed 3970 times
-
Create quick measures
- 3:02
- Viewed 3950 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3841 times
-
Introduction to Power BI Mobile
- 2:15
- Viewed 3791 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3690 times
-
Creating your Datasets
- 2:26
- Viewed 3684 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3684 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3567 times
-
Customising your Visuals
- 2:58
- Viewed 3550 times
-
Conditional formatting
- 3:35
- Viewed 3488 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3481 times
-
Use the drill down filter
- 4:41
- Viewed 3474 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3444 times
-
Calculate function
- 4:22
- Viewed 3359 times
-
Turn on the drill down feature
- 2:23
- Viewed 3144 times
-
Add an alert to a visual
- 2:24
- Viewed 3071 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 3064 times
-
Manage interactions
- 1:56
- Viewed 3030 times
-
Customising your Report
- 3:12
- Viewed 2997 times
-
Manage relations between data sources
- 2:37
- Viewed 2956 times
-
What are measures?
- 2:58
- Viewed 2869 times
-
Introduction to PowerBI
- 00:60
- Viewed 267 times
-
Create a PivotTable report manually
- 4:59
- Viewed 4358 times
-
Recovering your Data from different sources
- 3:26
- Viewed 4280 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3989 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 3972 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3953 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3841 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3690 times
-
Creating your Datasets
- 2:26
- Viewed 3684 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3684 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3616 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3567 times
-
Customising your Visuals
- 2:58
- Viewed 3550 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3481 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3444 times
-
Summarize Your Notes with Copilot
- 1:45
- Viewed 3436 times
-
Improved version history
- 0:51
- Viewed 3193 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 3064 times
-
Customising your Report
- 3:12
- Viewed 2997 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2715 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2696 times
-
Check and share your form results
- 2:42
- Viewed 2487 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2376 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 2347 times
-
Summarize the Content of a Note with Copilot
- 1:03
- Viewed 2334 times
-
Manage video settings
- 1:27
- Viewed 2133 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1550 times
-
Draft Content Based on an Existing Document with Copilot
- 2:15
- Viewed 1546 times
-
Summarize Email Threads with Copilot
- 01:05
- Viewed 1268 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1062 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 1036 times
-
Analyze and Write Content Based on a File
- 2:16
- Viewed 1034 times
-
Analyze Team Dynamics
- 1:19
- Viewed 1021 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 984 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 606 times
-
Process an incoming message
- 01:53
- Viewed 367 times
-
Tracking changes in a Loop page with Copilot
- 01:16
- Viewed 358 times
-
Sort and filter emails
- 02:51
- Viewed 355 times
-
Make changes to a text
- 01:05
- Viewed 342 times
-
Organize into Folders
- 01:57
- Viewed 325 times
-
Manage Views
- 02:36
- Viewed 322 times
-
Analyzing multiple OneDrive documents with Copilot
- 01:01
- Viewed 319 times
-
Analyzing a OneDrive file with Copilot
- 01:25
- Viewed 284 times
-
Use Categories
- 02:51
- Viewed 281 times
-
Clean Up Your Inbox
- 01:18
- Viewed 273 times
-
Introduction to PowerBI
- 00:60
- Viewed 267 times
-
Easily Sort Your Mails
- 01:38
- Viewed 257 times
-
Personality and tone for a believable rendering
- 01:48
- Viewed 37 times
-
Format and example for optimal results
- 02:03
- Viewed 37 times
-
The Importance of Context in Your Applications
- 02:14
- Viewed 31 times
-
Task Accuracy in Prompting
- 02:31
- Viewed 81 times
-
The Basis of Prompting in Conversational AI
- 02:41
- Viewed 28 times
-
What is a prompt in conversational AI?
- 02:02
- Viewed 34 times
-
Extract Text from an Image
- 01:07
- Viewed 57 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 100 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 111 times
-
Query an Attached Meeting
- 01:51
- Viewed 43 times
-
Plan with Copilot
- 01:15
- Viewed 70 times
-
Share Requests with Your Team
- 03:07
- Viewed 104 times
-
Translate a presentation
- 01:38
- Viewed 49 times
-
Generate a Video
- 01:49
- Viewed 56 times
-
Add Speaker Notes
- 00:56
- Viewed 52 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 125 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 119 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 135 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 173 times
-
Copilot at the service of project reports
- 02:36
- Viewed 145 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 134 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 261 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 143 times
-
Project mode
- 01:31
- Viewed 140 times
-
Create an agent for a team
- 01:53
- Viewed 243 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 239 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 113 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 243 times
-
Copilot Studio agent settings
- 01:33
- Viewed 105 times
-
Add new actions
- 01:54
- Viewed 242 times
-
Create a first action
- 01:59
- Viewed 232 times
-
Manage topics
- 01:51
- Viewed 133 times
-
Manage knowledge sources
- 01:11
- Viewed 102 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 237 times
-
Access Copilot Studio
- 01:09
- Viewed 228 times
-
Get started with Copilot Studio
- 01:25
- Viewed 113 times
-
Introduction to PowerBI
- 00:60
- Viewed 267 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 253 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 247 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 281 times
-
Introduction to Planner
- 00:56
- Viewed 259 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 325 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 264 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 387 times
-
Introduction to Sway
- 01:53
- Viewed 342 times
-
Introducing to Word
- 01:00
- Viewed 246 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 234 times
-
Create a call group
- 01:15
- Viewed 414 times
-
Use call delegation
- 01:07
- Viewed 200 times
-
Assign a delegate for your calls
- 01:08
- Viewed 380 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 204 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 206 times
-
Manage advanced call notifications
- 01:29
- Viewed 212 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 340 times
-
Block unwanted calls
- 01:24
- Viewed 249 times
-
Disable all call forwarding
- 01:09
- Viewed 230 times
-
Manage a call group in Teams
- 02:01
- Viewed 251 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 202 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 206 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 225 times
-
Manage voicemail messages
- 01:55
- Viewed 342 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 377 times
-
Customize your voicemail greeting
- 02:17
- Viewed 202 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 263 times
-
Manage simultaneous calls
- 01:52
- Viewed 229 times
-
Support third-party apps during calls
- 01:53
- Viewed 284 times
-
Add participants quickly and securely
- 01:37
- Viewed 213 times
-
Configure call privacy and security settings
- 02:51
- Viewed 211 times
-
Manage calls on hold
- 01:20
- Viewed 216 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 220 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 209 times
-
Draft a Service Memo
- 02:33
- Viewed 257 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 245 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 395 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 369 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 128 times
-
Other Coaches
- 01:45
- Viewed 271 times
-
Agents in SharePoint
- 02:44
- Viewed 210 times
-
Prompt coach
- 02:49
- Viewed 238 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 225 times
-
Configure a Copilot Agent
- 02:39
- Viewed 231 times
-
Describe a copilot agent
- 01:32
- Viewed 269 times
-
Rewrite with Copilot
- 01:21
- Viewed 222 times
-
Analyze a video
- 01:21
- Viewed 249 times
-
Use the Copilot pane
- 01:12
- Viewed 234 times
-
Process text
- 01:03
- Viewed 225 times
-
Create an insights grid
- 01:19
- Viewed 417 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 231 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 252 times
-
Create an image with Copilot
- 00:42
- Viewed 428 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 245 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 250 times
-
Chat with Copilot
- 00:50
- Viewed 257 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 416 times
-
Data Privacy in Copilot
- 00:43
- Viewed 253 times
-
Access Copilot
- 00:25
- Viewed 442 times
-
Use a Copilot Agent
- 01:24
- Viewed 287 times
-
Edit in Pages
- 01:49
- Viewed 293 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 261 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 255 times
-
Generate the email for the recipient
- 00:44
- Viewed 243 times
-
Action Function
- 04:18
- Viewed 209 times
-
Search Function
- 03:42
- Viewed 257 times
-
Date and Time Function
- 02:53
- Viewed 270 times
-
Logical Function
- 03:14
- Viewed 416 times
-
Text Function
- 03:25
- Viewed 268 times
-
Basic Function
- 02:35
- Viewed 226 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 270 times
-
Introduction to Power Fx
- 01:09
- Viewed 267 times
-
The New Calendar
- 03:14
- Viewed 456 times
-
Sections
- 02:34
- Viewed 238 times
-
Customizing Views
- 03:25
- Viewed 232 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 523 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 288 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 201 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 147 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 271 times
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 :
-
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.