How to create a report in Power BI Workspace with a practical example?. Before we start creating a report, let me show you the existing reports in my Power BI workspace.

 

To view them, please click on the Power BI My Workspace, and then go to the Reports tab. As you can see from the screenshot below, currently, there is only one report in my workspace.

How to create a Report in Power BI Workspace

You have to use the + Create button on the top right corner for creating a report inside your workspace.

In order to create a new Power BI report, click the Create button, and then select the Report option from the context menu.

Selecting the Report option opens a new window called Create report. Here, you have to select the dataset that you want to use for this report.

Use Import new data to import or create a new dataset

For now, we are selecting the Report 1 dataset

Clicking the Create button opens the following window. Here, you can create your own visuals.

For the Create a Report in Workspace demonstration purpose, we created a Pie Chart. Once you finished creating a report, click on the Save button

Clicking the Save button opens a new window called Save Your report. Please provide the report name

Now you can see the report that we created inside the Reports tab

How to create a report using Excel Data in Power BI Workspace with a practical example?. It is the Excel Workbook that we imported in our previous article.

  

Before we start creating a report using the excel file, let me show you the dataset in my Power BI workspace. To view the same, please click on the Power BI My Workspace, and then go to the Datasets tab. In this example, we use that Global Store excel dataset and I suggest you refer to the Upload Excel file article.

How to create a Report using Excel Data in Power BI Workspace

Click on the Chart (or Visual) button beside the Excel Dataset

Please wait until the data is loaded

Clicking the Create button opens the following window. Here, you can create your own visuals.

  

For the demonstration purpose, we created a Clustered Column Chart.

Let me do some quick formatting to Clustered Column Chart. Once you finished creating a report, click on the Save button

Clicking the Save button opens a Save Your report window. Please provide the report name.

Within the Reports tab, you can see the report that we created.

How to upload Excel Files to Power BI Dashboard with a practical example?. To demonstrate the Upload Excel Files to Power BI Dashboard, we load data from the Global store excel workbook to the Power BI dashboard.

  

How to upload Excel Files to Power BI Dashboard

By default, when you open your Power BI service URL, it displays the following page. If this is not the case, then click on the Get Data button on the bottom left corner.

In this example, we want to upload an excel file to the Power BI dashboard. So, let me click on the Get button inside the Files Tile.

Clicking the Get button opens the following window. In this Power BI example, we want to upload an Excel file from the local hard drive. So, let me select the Local Files option.

Once you click on the Local Files button, a new window opened to select the File from your file system. For now, we are selecting the Global Store Excel workbook, as shown below.

  

Next, Power Bi provides two options for you

• Import Excel data into Power BI: It allows you to design reports using this imported excel file.
• Upload your Excel files to Power BI: This is the same as Excel Online. You can view, interact with the data like you normally do in Excel. No reporting. I suggest you refer to the Upload Power BI Workbooks article to understand this option.

Let me select the Import Excel data into Power BI option

Please wait until the importing is complete

Let me navigate to My Workspace -> Datasets tab to see the available datasets. As you can see, it is displaying the Global Store Dataset that we created earlier.

TIP : I suggest you to refer Create a report using Excel Data article to understand the usage of Excel Sheets

In this article, we show you how to upload Power BI Workbooks with a practical example. To demonstrate uploading Power BI Workbooks, we load the Global Store Sample workbook to the Power BI dashboard.

 

Before we start uploading, let me show you the list of workbooks that are currently available in my Power BI workspace.

As you can see from the screenshot below, currently, there are no workbooks available in my workspace.

How to upload Power BI Workbooks

To upload workbooks to Power BI, please click on the Get Data button on the bottom left corner.

In this example, we want to upload an excel workbook. So, let me click on the Get button inside the Power BI Files File.

 

Clicking the Get button opens the following window. In this example, we want to upload Excel workbook from our local file system. So, let me select the Local Files option

Once you click on the Local Files button, a new window opened to select the File from your file system. For now, we are selecting the Global Store Sample Excel workbook as shown below

Next, Power BI provides two options for you

• Import Excel data into Power BI: It allows you to design reports using this imported excel file. This option adds Dataset to my workspace. I suggest you refer to the Upload Excel File article.
• Upload your Excel files to Power BI: This is the same as Excel Online. You can view, interact with the data like you normally do in Excel. This option adds Workbook to my workspace.

Let me select the Upload your Excel files to Power BI option

Please wait until the uploading completed

Let me navigate to My Workspace -> Workbooks tab to see the available Workbooks. As you can see, it is displaying the Global Store Sample Workbooks that we uploaded earlier.

Let me show you the step by step approach to pin workbooks to Power BI dashboard with a practical example. Before we start pinning the Workbooks, let me show you the list of workbooks in my Power BI workspace.

  

As you can see from the screenshot below, there is only one workbook. I suggest you refer to the Upload Workbooks article to understand the process of uploading this file into Power BI.

Pin Workbooks to Power BI Dashboard

In this Pin Workbooks to Power BI Dashboard example, we are going to use this Workbook. Please click on this report to see the data inside this workbook.

You can see, it is displaying the Excel Online. You can pin this data by using your cursor to select the required Rows and Columns.

Let me select the first 15 rows and 8 columns. Next, click the Pin button to pin them to the dashboard.

Clicking that Pin button opens the following window.

1. Existing dashboard: Select this option to add this Data to an existing dashboard.
2. New Dashboard: Select this option to create a new dashboard for this workbook data.

Let me select the Existing dashboard option, and next, we selected Fifth Dashboard.

Within the Fifth dashboard, you can see the Excel Workbook data that we selected and Pinned earlier.

How to rename a Dataset in Power BI Workspace with a practical example?. Before we start renaming the dataset in the Workspace, let me show you the list of available datasets in my workspace.

  

To view them, please click on the My Workspace, and then go to the Datasets tab

How to rename a Dataset in Power BI Workspace

In this example, we rename Reports 1 data set in Power BI.

Click on the … button beside the Reports 1

Clicking that … button opens a context menu. Please select the rename option from that menu.

 

It opens a Rename window

As you can see from the screenshot below, we renamed this dataset as the AdventureWorks for RPT1.

Now you can see the Dataset with the changed name.

How to rename a Report in Power BI Workspace with a practical example?. Before we start the report renaming in my Workspace, let me show you the list of reports that are available in my workspace.

  

To view them, please click on the Power BI My Workspace, and then go to the Reports tab

How to rename a Report in Power BI Workspace

In this Power BI example, we rename Reports 1 report that we published from Desktop.  

 

To rename a report, please click on the Gear Icon (setting icon)

Clicking the Gear icon opens the Report settings window. You can use the First Text box under the Report name to change the name as per your requirement.

 As you can see from the screenshot below, we renamed this report as the Basic Report in RPT1.

Now you can see that the Report name has changed

Let me show you how to get insights in Power BI Workspace with a practical example. Before we start finding or get Power BI insights of data, let me show you the list of available datasets in my workspace.

  

To view them, please click on My Workspace, and then go to the Datasets tab in Power BI.

How to Get insights in Power BI

In this example, we get Power BI insights of an Adventure Works for the RPT1 dataset in Power BI. So, click on the … button beside the Adventure Works for RPT1  

 

Clicking that … button in My workspace opens a context menu. Please select Get Quick Insights option from the context menu.

Please wait until the Power BI algorithms process your data to find insights

  

Once the process completed, either you click the button that we showed below

Or click … button beside the dataset to open a context menu. Please select View Insights option (this option replaced get Quick insights) from that menu.

From the screenshot below, you can see the visuals that were generated by the Power BI insights. Like any other report, Power BI allows you to pin these visuals to the dashboard.

In order to Pin any individual visual, hover over that visual show you the Pin Visual button.

Or click on the report that you want to see. Next, click the Pin Visual button on the Top right corner.

I am clicking Pin Visual button to open the following window. Let me select the Existing dashboard, i.e., Fifth Dashboard. I suggest you refer to Add Report to dashboard or Pin Report to dashboard articles to understand these settings.

Within the Fifth dashboard, you can see the Bar Chart that we pinned before.

In this session, we show you how to get quick insights in Power BI with a practical example. Generally, there are two types of insights in Power BI. One that runs on the entire dataset, and the other is to run insights on one particular report (quick insights). Later one allows you to drill down the insights further, too.

 

For this Power BI Quick insights demonstration, we are going to use the Sixth dashboard. To view this, please click on My Workspace, and then go to the Dashboard to Select Sixth Dashboard.

TIP: I suggest you to refer Get Insights article to understand the process of running Power BI algorithms on your dataset (first one).  

 

As you can see from the screenshot below, it has only one Pie Chart.

Quick insights in Power BI

To get the Power BI Quick Insights of a report, you have to click … on the top right corner and select Open in Focus Mode. Remember, in some versions of My Workspace, there is a button beside that … to enter into focus mode.

Once your report is in Focus mode, you can see the Get Insights option on the top right. Click that button to display the insights based on this report.

Now you can see the Power BI quick insights based on this report

Like any other report, Power BI allows you to pin these visuals to the dashboard. To Pin any individual visual, hover over that visual show you the Pin Visual button

Or, if you want to drill down further more in-depth into the report, then select any report. For the quick insights demo purpose, we selected the Donut chart.

Once you selected, Power BI starts displaying quick insights based on this report.

If you want to Pin this report to the dashboard, then click the Pin Visual button on the Top right corner.

Clicking Pin Visual button opens the following window. Let me select the Existing dashboard, i.e., Sixth Dashboard. I suggest you refer to Add Report to dashboard or Pin Report to dashboard articles to understand these settings.

Within the Fifth dashboard, you can see the Donut Chart that we pinned before.