Power BI Training | Power BI Online Training (1)

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What Are the Steps to Create
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Reports Using Power BI?
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Introduction

• Power BI, a powerful business analytics tool from
  Microsoft, empowers users to create insightful,
  interactive reports and dashboards.
• Whether you are a beginner or an experienced data
  analyst, understanding the steps to create
  effective reports is key to leveraging Power BIs
  full potential.
• In this guide, well outline the essential steps
  to craft professional Power BI reports, from
  importing data to publishing the final product.

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Setting Up Power BI Desktop

• Download Power BI Desktop from Microsofts
  official website.
• Install the application and ensure system
  requirements are met.
• Familiarize yourself with the interface,
  including panes and ribbon tools.
• Sign in with your Microsoft account to access
  additional features.

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Connecting to Data Sources

• Launch Power BI Desktop and click on "Get Data."
• Choose from various data sources like Excel, SQL
  Server, or cloud services.
• Configure connection settings, including
  credentials if needed.
• Load the selected data into Power BI.

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Data Transformation Using Power Query

• Open the "Transform Data" option to access Power
  Query Editor.
• Clean data by removing duplicates, handling
  missing values, or renaming columns.
• Combine multiple data tables using joins or
  append operations.
• Apply transformations, such as splitting columns
  or changing data types.

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Creating a Data Model

• Identify relationships between tables in the
  data.
• Define primary and foreign keys to establish
  connections.
• Use the Manage Relationships tool to link
  tables accurately.
• Create calculated columns and measures using DAX
  (Data Analysis Expressions).

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Designing the Report Layout

• Choose a blank canvas to start designing the
  report.
• Add visualizations like charts, tables, and maps
  from the "Visualizations" pane.
• Arrange visuals in a way that tells a compelling
  story.
• Customize visuals using formatting options like
  colours, fonts, and borders.

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Adding Interactivity to Reports

• Use slicers to filter data dynamically.
• Add drill-through functionality for in-depth
  analysis.
• Set up bookmarks to save specific report views.
• Enable tooltips to provide additional information
  when hovering over visuals.

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Configuring Filters and Parameters

• Apply page-level filters to focus on specific
  subsets of data.
• Use report-level filters to control data across
  all pages.
• Create custom parameters for user-driven
  adjustments.
• Test filters to ensure accurate results and
  usability.

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Testing and Debugging the Report

• Validate data accuracy by comparing it to the
  source.
• Check all visuals for proper functioning and
  alignment.
• Use the "Performance Analyzer" to identify and
  resolve slow visuals.
• Fix errors in calculations, relationships, or
  formatting.

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Publishing and Sharing the Report

• Save your work locally and publish it to the
  Power BI service.
• Assign appropriate permissions for collaborators.
• Embed the report in applications or websites if
  needed.
• Schedule data refreshes to keep the report
  updated.

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Optimizing Reports for End Users

• Simplify navigation by organizing content into
  tabs or sections.
• Enhance accessibility with clear labels and
  descriptions.
• Optimize visuals for both desktop and mobile
  views.
• Gather user feedback and implement improvements.

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Conclusion

• Creating a report in Power BI is a structured
  process that combines data preparation,
  visualization, and sharing.
• By following these steps, users can produce
  insightful and professional reports that drive
  data-driven decisions.
• As you become more familiar with the tool, youll
  unlock its advanced features, enabling even
  greater customization and interactivity.
• Start your Power BI journey today and transform
  the way your organization interprets data!

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CONTACT
For More Information About Power BI Address-
Flat no 205, 2nd Floor,
Nilgiri Block, Aditya Enclave,
Ameerpet, Hyderabad-16 Ph. No
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Thank You
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