Report Creation and Publishing

This section covers the steps in creating and publishing reports in Power BI.

Creating a Basic Report using Power BI

note

Make sure that the Power BI data connection is established before creating a report.

Drag a field to the canvas to start a new visualization to create a simple report, or drag fields to an existing visualization. Ticking the check box next to the field automatically adds that field to the active visualization.

Select a different visualization type from the Visualization pane and use the Filter pane to view, set, and modify persistent filters for the reports.

Simple Report Creation

Publishing a Report to Power BI

To allow others within your organization to view the report, you must publish it to your Power BI account in the cloud. This guide will walk you through the steps to publish a report to Power BI.

1. In the Home tab, under the Share ribbon, click Publish.

   A pop-up message will appear, prompting you to save the report. Click Save.

   

   Publishing a Report

2. Enter the desired name for the report, then click Save.

   

   Saving a Report

3. Select My workspace as the destination for the report to publish.

   

   Publish to Power BI

4. Your report has now been published but is disconnected from the gateway.

   

   Published Report Disconnected

   If you open the dataset settings, you will be directed to Power BI on the web, where you can select an existing gateway and cloud connections.

   

   Dataset Setiings

   If the gateway and cloud connections have not been created, choose to open the report file. This will direct you to Power BI on the web, where the report will appear blank with a message above stating: No gateway selected to access the data source openit.

   

   Publish to Power BI

   You must set up and configure your data gateway. Follow the instructions on Configuring On-premises Data Gateway