How to Make Visualization Report Using Power BI

How to make Visualization Report Using Power BI?

How to use  Power BI Desktop Tool?

• First we need to Sign up/ Register on Power BI
• For register click hear
• For Download the Power BI Tool click hear

Fig 1.0

• For make any Visualization we need some data for visualize through Power BI
• To get data  go through following step
• Home Tab --> Get Data
• Select Data source type which we want to add or use data for our visualization

As shown in below screenshot

Fig 2.0

As shown in above figure there are many types of data sources available.

• In our example we use SQL Server Database by clicking SQL Server database from list and Click on Connect.
• By clicking Connect  it prompts a window for Server and database for import data.
• Enter Server name and Database name and click OK.
• After Clicking OK, there are one more prompt window “Navigator” which lists the  database objects
• As shown in above Fig 2.0, select  database objects which we want to use our report, after choosing db objects click on Load.
• we find selected db objects at right side under  "Fields" pane as shown in Fig 3.0.

Fig 3.0

• There are wide range of  visualizations available here.Using these Visualizations  we can build reports as our need.

For an example we are going to make report  of sales by category.

As shown in below Fig 4.0, Take a Pie chart  from visualizations grid.

Fig 4.0

• Now just Drag and Drop the Column or Field from Fields section.
• We take "CategoryName"  into Legend  and  "ProductSales" into  Values field.

There are many other features are also provided there like

• Tooltips
• Filters
• Details
• Page level filters
• Report level filters

There are also Format tab of your report  from using that you can format  your report as per your need.

Fig 5.0

There are options to customize your report like

• Legend – set legend text, color size and position
• Data colors – customize data colors
• Details Labels
• Title
• Background 
• Lock aspect
• General – set position, width and height of report
• Border 

You can find the data by clicking Data  Tab  on left side as shown in figure. Also column formatting, adding also available here in data tab.

Fig 6.0

You can also find and manage relationship among db objects or data objects  under "Relationships Tab"  as shown in  below Fig 7.0.

Fig 7.0

Under Relationships Tab, we can easily manage relationships among data objects. We can edit, add or delete relationships  here as shown in above Fig 7.0.

• After making report  you can publish this report to Power BI
• Now, publish report to web using following steps
• File Menu   -->   Publish  --> Publish to Power BI
• After publishing successfully  go to your PowerBI account
• You can find the report under "Report Section" on left side menu and Dataset under "Dataset Section".

Hope, This will help you.
Thank You.