CREATING A DATASET FROM EXCEL IN POWER BI REPORT BUILDER
- 1. CREATING A DATASET FROM EXCEL IN POWER BI REPORT BUILDER
- 2. PREREQUISITES To enter data directly in a paginated report, download and install Power BI Report Builder. To save your paginated report to the Power BI service, you need a Power BI Pro account or Premium Per User (PPU) license, and write access to a workspace in a Power BI Premium capacity. To save your paginated report to a report server, you need permissions to edit the RsReportServer.config file.
- 3. CREATE A DATA SOURCE AND DATASET • After you’ve downloaded and installed Report Builder, you follow the same workflow you use to add an embedded data source and dataset to your report. In the following procedure, under Data Sources you see a new option: Enter Data. You only need to set up this data source once in a report. After that, you can create multiple tables of entered data as separate datasets, all using that single data source. In the Report Data pane, select New > Dataset.
- 4. In the Dataset Properties dialog box, select Use a dataset embedded in my report. Next to Data source, select New.
- 5. In the Data Source Properties dialog box, select Use a connection embedded in my report. In the Select connection type box, select ENTER DATA > OK.
- 6. Back in the Dataset Properties dialog box, select Query Designer. In the Query Designer pane, right-click and paste your data in the table. To set the column names, double-click each NewColumn and type the column name.
- 7. If the first row contains column headings from the original data, right-click and delete it. By default, the data type for each column is String. To change the data type, right-click the column header > Change Type, and set it to another data type, such as Date or Float.
- 8. When you’ve finished creating the table, select OK. The query that’s generated is the same as you’d see with an XML data source. Under the covers, we’re using XML as the data provider. We’ve repurposed it to enable this scenario as well.
- 9. In the Dataset Properties dialog box, select OK. You see your data source and dataset in the Report Data pane. • You can use your dataset as the basis for data visualizations in your report. You can also add another dataset and use the same data source for it
- 10. DESIGN THE REPORT Now that you have a data source and dataset, you're ready to create your report. The following procedure creates a simple report based on the data in the previous section. • On the Insert menu, select Table > Table Wizard.
- 11. • Select the dataset you just created > Next
- 12. In the Arrange fields page, drag fields you want to group by from the Available fields box to the Row groups box. In this example: 1. CountryRegion 2. SalesYear Drag the fields you want to aggregate from the Available fields box to the Values box. In this example: 1. SalesAmount • By default, Report Builder sums the fields in the Values box, but you can choose another aggregation Select Next. In the Choose the layout page, keep all the default settings, but clear Expand/collapse groups. In general, expanding and collapsing groups is great, but this time we want to see all the data. • Select Next > Finish. The table is displayed on the design surface
- 14. RUN THE REPORT To see the actual values and preview the report, you run it. Select Run in the Home ribbon.
- 15. Now you see the values. The matrix has more rows than you saw in Design view! You can either format the page or decide to use the default settings before saving to your local computer or publishing to the service. To see how your report will look when you print it, select Print Layout.
- 16. • Now you see it as it will look on a printed page.