Create a Report in Power BI Workspace

How to create a report in Power BI Workspace with a practical example? Before creating a report, let me show you the existing reports in my 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, there is currently only one report in my workspace.

Create a Report in Power BI Workspace 1

How to create a Report in Power BI Workspace

You must use the + Create button in the top right corner to create a report inside your workspace.

Click the Create Button 2

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

Choose Report Option 4

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

Use Import new data to import or create a new dataset

Click Import New Data link 5

For now, we are selecting the Report 1 dataset

Select Create button 6

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

black space with available tables under fields section 7

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

Create a Report in Power BI Workspace 8

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

Enter Name and Click Save 9

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

Create a Report in Power BI Workspace 10

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

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 Power BI report using the Excel file data, let me show you the dataset in my 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 the Global Store Excel dataset, and I suggest you refer to the Upload Excel file article.

View Excel Data under Workbooks tab in Workspace 1

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

Click Analytics or Charts Icon beside the DataSet 2

Please wait until the data is loaded

Wait until data loads

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

View Excel Column under Fields section 4

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

Add Fields to Axis, and Values 5

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

Create a Report using Excel Data in Power BI Workspace 6

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

Save Your Report 7

Within the Reports tab, you can see the report that we created in the Power BI workspace.

Create a Report using Excel Data in Power BI Workspace 8