Power BI Report Data Import - Snack 4

Enough fooling around, let's get down to making a basic Power BI Report.

You will need a properly formatted Excel file of your data.

If you are not sure of what that is, take a look at this sample file. Even if you think you are sure, take a look at the sample file anyway.

What do I mean by properly formatted?

Named Columns and their data ONLY.

If you have totals at the bottom, or special calculations off to the side or pretty colors representing something only known to you, none of that is going to work.

Named Columns with data. Period.

Make sure it is all in one worksheet too.

The Instructions Below (using that sample file)

In OneDrive

1. Create a New Folder
1. I called mine "Power BI Data"
2. You will use this to store all of your data for Power BI there.
2. Copy your Excel file in that folder

In Power BI,

1. Click "New Report"
2. Choose "Excel"
3. Window appears -> Connect to data source
1. In some instances, you may need to "Create a new connection"
1. Do that now, if you are unable to access your OneDrive.
2. Browse to your Excel file
3. Select your Excel file
4. Click "Next"
5. Window Appears -> Choose Data
1. Select the worksheet that has the data you want
1. If the data is in two sheets, you will need to merge it into one.
2. Click "Create"
6. Window Appears > Loading your data
1. After it is done processing ...
1. If your screen looks like the screenshot below, you win this round!
1. Note:  The Data sidebar in the right panel must display the name of your data to win (in this case, financials - highlighted).  
1. Yours will not be highlighted.
7. Last Step - Save your work!
1. At the top left of the screen, choose File > Save
2. In the screen presented after that, click "My Workspace"
3. At the bottom "Enter a name for your r..."
4. Click Save

Snack time is over.

Oh!  

Wait!

That reminds me!

There are a few more terms to know, related to that screen shot.

• Build visuals with your data
• This is where the report building will happen.
• Filters Panel
• Filters applied to your data.
• Visualizations Panel (there are 2 hidden beneath icons)
• Choose which visualizations to use and customize them.
• Data Panel
• The data associated with this particular report.