Build your First Report in Microsoft Power BI Designer Part 2, Make it More User Friendly

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In this post I would like to explain more details about Power BI Designer features. In the previous post you learnt how to create some very simple reports. However, those reports were just for testing general features of the tool. For instance we didn’t even play with very simple features like renaming the dimension or fact tables and members to user friendly names. In this article not only do I explain some of the simple ones, but also I’ll go through some of the more advanced ones.

Again, as per my previous post, I’m using AdventureWorksDW2012 as a source database.  We imported “Internet Sales” into the designer and we created some reports and one new page and we saved the reports on disc. So we have all the requirements on hand. Let’s go…

Making names more user friendly:

  • Open the *.pbix report file in Power BI Designer
  • Double click on “DimCurrency” to rename it to “Currency”. We need to do the same for all other objects

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  • We also need to do the same for the fields which are getting used on the reports

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Build Your First Report in Microsoft Power BI Designer Part 1, Basics

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First of all I would like to briefly explain Microsoft Power BI Designer. Then we’ll see how easy we can create a report using designer. I will use Adventure Works DW database as the source database.

Microsoft Power BI Designer is basically an integration of Power Query and Power View. Saying that the tool is still a preview version and it’s NOT actually a released product we’ll expect to see more features when it’s released. Some features like PowerPivot models expected to be available to the release version. At the moment PowerPivot models are not available in the designer, but, hopefully Microsoft will add it to the tool. So I added an idea into BI in SQL vNext as I believe it would be great to have PowerPivot functionalities included in the release version of the product. We’ll see what happens.

Let’s have a look at the tool. At the first look, I would like to say it’s an amazing tool integrating lots of awesome features all together with ease of use. It’s so fun to use the tool to create very effective and flashy reports in a short amount of time. First of all you need to download the designer from here.  Install the designer and open it. I’ll use AdventureWorksDW2012 as the source database.

Open the Microsoft Power BI Designer Preview. If you want to get more familiar with the tool click on the videos on the startup screen.

·         To connect to SQL Server click on “Get Data” or “New Source”

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