Section — 2
In this article, we will guide you through the steps of using Views in Power BI.
Topics Covered:
1- Creating and Using Views in Power BI
2- How to Transform Data In Power Query Editor
3- How Re-structure the Data in a Query
4- How to Filtering the Data in a Query
Creating and Using Views in Power BI
Views are a powerful tool in Power BI that allow you to create custom perspectives on your data.
Here’s, are some steps that help you to create views in power bi:
Step 1: “Connect to Data”
The first step is to connect to your data source. You can do this by clicking on “Get Data” in the “Home” tab of the ribbon.
This will open the “Get Data” dialog box. From here, you can select the “Excel workbook” data source.
Once you have selected your data source, you will need to select your data file from your computer and click on “Open” button located at the bottom right corner of the dialog box.
Step 2: “Create a Report”
Once you have connected to your data source, you will see a preview of the data in the Power BI Desktop canvas. To create a view, you first need to create a report. This can be done by dragging and dropping fields onto the report canvas. Once you have created a report, you can create a view based on that report.
Step 3: Create a View
To create a view, click on “New View” in the view tab of the ribbon.
This will open the “Page View” dialog box. From here, you can select the fit to page and it will include in your view.
Step 4: Save the View
Step 5: Use the View
To use a view, you need to publish your report to the Power BI Service. Once your report is published, you can switch between different views by clicking on the “Views” dropdown menu in the top right corner of the screen.
Step 6: Edit the View
If you need to edit a view, you can do so by clicking on “Edit View” in the view tab of the ribbon.
Conclusion:
Creating views in Power BI is a powerful way to organize your reports and provide users with customized data views that are tailored to their specific needs.