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Home > Blog > Power BI

Top 7 Power BI Reports Examples for Better Insights

Power BI report examples are used for visualizing and analyzing data in a business context. They provide interactive and dynamic visual representations of data.

Power BI Report Examples

This allows users to gain insights, make informed decisions, and track key performance indicators.

Creating great PBI reports, however, might not be as easy as it seems.

Going through Power BI report examples is a great move. It can help you make better PBI reports more efficiently and effectively.

Moreover, it will help you avoid common pitfalls. It can also expose you to Power BI features to help you make great reports.

PBI report examples can serve as a source of inspiration. You get to see how others have solved problems similar to yours. You also learn how to analyze data in unique ways.

You then collect ideas and insights to apply to your own reporting needs.

PBI report examples can also help you learn how to use PBI more effectively. By studying Power BI report examples, you can gain a better understanding of how to:

  • organize data,
  • create visualizations,
  • and design effective reports.

Going through PBI reports gives you access to templates that you can adapt for your use case. This also saves you considerable amounts of time.

In this article, we explore Power BI report examples. We begin by defining Power BI reports and their pros and cons. We then look at the best report examples.

Finally, we learn how to create charts for reports in Power BI. We’ll also answer some FAQs.

Table of Content:

  1. What are Power BI Reports?
  2. Why Power BI Reports are Useful?
  3. Parts of a Power BI Report
  4. How to use Power BI Templates?
  5. Top 7 Power BI Reports Examples
    1. Web Analytics Report
    2. Financial Report 
    3. KPI Report
    4. Sales Report 
    5. Executive Report 
    6. Marketing Agency Client Report 
    7. CRM Report 
  6. Some More Reports Example We Can Create in Power BI
  7. Power BI Report Creation: Detailed Steps
  8. 4 Best Ways to Share Power BI Reports 
  9. How to Automate Your Power BI Dashboard?
  10. Benefits of Power BI Report
  11. Properties of an Effective Power BI Report 
  12. Power BI Reports: Pros and Cons
  13. FAQs About Power BI Report
  14. Wrap Up

What are Power BI Reports?

Definition: Power BI reports are a collection of data visualizations, charts, graphs, and tables. They are created using the PBI service.

In PBI, a report can be created from one or more data sources. It can include various visualizations such as tables, matrices, charts, maps, and gauges.

Users can also create calculated measures, columns, and tables in Power BI to create custom analytics. These calculated measures and tables can be used in the report’s visualizations.

This helps in creating more sophisticated and insightful visualizations in Power BI For Mac.

You can also make paginated reports using the Power BI report examples.

Why Power BI Reports are Useful?

  1. Pre-built Content: These reports often come with pre-built data models, visualizations, and reports tailored to specific business needs or industries.
  2. Customization: Users can customize these reports by connecting them to their data sources using the connector in Power BI, modifying visualizations, and adjusting other settings to fit their specific requirements.
  3. Reusability: Reports can be shared among users or within an organization, promoting consistency in reporting and analysis.
  4. Accelerating Development: Reports can save time and effort by providing a starting point for building Power BI visuals. Instead of starting from scratch, users can leverage the report’s structure and content.
  5. Industry-Specific Solutions: Some reports are designed for specific industries, such as finance, healthcare, or sales. These templates often include industry-specific key performance indicators (KPIs) and visualizations.

Parts of a Power BI Report

  • Pages

Each page can focus on a different aspect of the data, containing various visualizations and text to tell a specific part of the data story.

  • Visualizations

Visualizations, or visuals, are graphical representations of the data, such as charts, graphs, maps, and tables. They help users understand data trends, patterns, and outliers by presenting the information in an easily interpretable format, often forming the foundation of a data visualization report. This report organizes visuals in a way that provides insights and enhances decision-making.

  • Filters

Filters allow users to focus on specific data points by narrowing down the displayed information. In Power BI, understanding the cross-filter direction is essential, as it determines how filters affect related visuals and datasets. Filters can be applied at different levels, such as visual, page, or report levels, giving users control over how they view the data.

  • Slicers

Slicers are a type of filter presented as on-report controls, allowing users to quickly filter data by selecting values directly from the report page. They offer an interactive way to explore different aspects of the data.

  • Data Fields Pane

The Data Fields Pane shows the underlying data model used in the report, including tables, columns, and calculated measures.

How to use Power BI Templates?

  • Open Power BI Desktop: Launch the Power BI Desktop application.
  • Access Report Themes: Go to the “View” tab.
  • Choose “Report Themes”: Click the “Report Themes” button.
  • Select and import Template: Browse through the available design templates.
Power BI Template 1
  • Apply Template: Click on the desired template to apply it to your report.
  • Customize (Optional): Make any necessary color, font, or layout adjustments.
  • Save Changes: Ensure to save your modified report.
  • Preview: Review your report to ensure the template is applied as desired.
  • Publish (If Needed): Share your report with others, if required.

Top 7 Power BI Reports Examples

Some template examples here:

  • Web Analytics Report

Uncover the magic of your online world with a Web analytic report. Deep dive into how users interact with your site, explore the pages that steal the spotlight and understand vital stats like bounce rates and conversions. It’s like seeing your website through the eyes of your audience.

Web Analytics Template
  • Financial Report

Navigate your financial journey effortlessly. A Financial report is like a visual tour guide for your income statements, balance sheets, and cash flow. Delve into financial ratios with the simplicity of a well-told story, empowering you to make savvy financial decisions through a comprehensive 3-statement financial model.

Financial Template
  • KPI Report

Get ready to elevate your focus with the KPI report. It highlights the key performance indicators (KPIs) dancing across your organization, offering a snapshot of your business’s health. One quick look, and you’ve got the heartbeat of your operations.

KPI Template
  • Sales Report

Arm yourself for a sales adventure with the Sales dashboard. Unearth insights into sales trends by region, product performance that rocks, and real-time tracking of your sales journey. Consider it your trusty guide to not just meeting but exceeding sales targets.

Sales Template
  • Executive Report

Crafted for decision-makers, the Executive dashboard gives you a panoramic view of your business. Critical insights, financial summaries, and those key KPIs all come together in one place, giving executives a powerful overview of the big picture.

Executive Template
  • Marketing Agency Client Report

Roll out the red carpet for your marketing triumphs with the Marketing agency client report. Picture campaign victories, conversion rates hitting the high notes, and return on investment stealing the show. It’s your chance to dazzle clients with a real-time display of your marketing magic.

Marketing Clint Template
  • CRM Report

Gather everything customer-related under one digital roof. CRM report is the maestro harmonizing customer data, sales pipelines, and support interactions. Strengthen relationships with insights into customer acquisition and satisfaction””it’s your backstage pass to customer delight.

CRM Template

Some More Reports Example We Can Create in Power BI

Portfolio in Power BI

Power BI offers a dynamic platform for creating a comprehensive report portfolio. This tool enables users to consolidate various reports into a single, accessible interface, making it easier to analyze data across multiple business areas.

By leveraging Power BI’s interactive features, you can customize your portfolio to suit the needs of different stakeholders, ensuring insightful and actionable analytics.

Stock Market Report

Power BI’s Stock Market Report offers a powerful tool for tracking and analyzing stock performance. This report allows investors and financial analysts to monitor market trends, compare stock data, and make data-driven investment decisions.

With customizable dashboards and real-time data, Power BI ensures you stay ahead in the fast-paced world of stock trading.

Government Contract Analysis FP&A Report

The Government Contract Analysis FP&A Report in Power BI is designed to streamline financial planning and analysis for government contracts. This report provides detailed insights into contract performance, budgeting, and financial forecasting.

By utilizing Power BI’s robust data analysis capabilities, organizations can ensure compliance and optimize contract management.

Healthcare Analysis Report

The Healthcare Analysis Report in Power BI empowers healthcare providers with actionable insights into patient care, operational efficiency, and financial performance.

This report enables organizations to visualize critical healthcare metrics, identify trends, and improve decision-making processes. With Power BI, healthcare professionals can enhance patient outcomes and optimize resource allocation.

Power BI Report Creation: Detailed Steps

In this section, we learn how to craft a report sample in Power BI with the Sankey Diagram.

Stage 1: Logging in to Power BI

  • Log in to Power BI.
  • Enter your email. Click the “Submit” button.
Enter email to login to Power BI
  • Enter your password and click “Sign in.”
Enter Password to login to Power BI
  • Choose whether to stay signed in.
Click on stay signed in

Stage 2: Create a Data Set and Select the Data Set to Use in Your Sankey Chart

  • Click on the “Create” option on the left-side menu.
  • Select ”Paste or manually enter data.”
select Paste or manually enter data in Power BI
  • We’ll use the following cash flow data for this example
Total Spend Department Category Spend Amount ($)
Total Spend Marketing Advertising 20,000
Total Spend Marketing Events 15,000
Total Spend Marketing Collateral 30,000
Total Spend Marketing Salaries 50,000
Total Spend Operations Rent 10,000
Total Spend Operations Utilities 8,000
Total Spend Operations Supplies 15,000
Total Spend Operations Salaries 40,000
Total Spend Sales Salaries 30,000
Total Spend Sales Commissions 6,000
Total Spend R&D Salaries 40,000
Total Spend R&D Contractors 20,000
Total Spend Admin Salaries 30,000
Total Spend Admin Legal 15,000
Total Spend Admin IT 10,000
  • Paste the above data table into the “Power Query” window.
  • Select the “Create a dataset only” option.
Create Dataset in Power BI ce309
  • Click on the “Data Hub” option on the left-side menu.
  • Power BI populates the data set list. (If you have not created a data set, refer to the Error! Reference source not found section.)
Click on Data Hub
  • Choose the data set you want to use to create your Sankey diagram.
  • Power BI populates the screen as shown below:
Workspace in Power BI
  • The data set and its fields are shown on the right side. The middle area shows report and data set options.
  • Click on the “Make a report” dropdown.
  • Select “Start from scratch.”
  • You should see the Report Canvas screen as shown below:
Create Report and start from scratch

Stage 3: Adding the Power BI Sankey Diagram Extension by ChartExpo

  • To finish creating our Sankey Diagram, we’ll use an add-in or Power BI visual from AppSource.
  • Navigate to the Power BI Visualizations panel.
  • Click the ellipsis (…) highlighted above to import the Power BI Sankey Diagram extension by ChartExpo.
Report Canvas screen in Power BI
  • The following menu opens:
  • Select the “Get more visuals” option.
  • The following window opens:
click on to get more visuals
  • Enter “Sankey Diagram for Power BI by ChartExpo” in the highlighted search box.
  • You should see the “Sankey Diagram for Power BI by ChartExpo” as shown in the image below.
Sankey Diagram for Power BI by ChartExpo
  • Click the highlighted “Add” button.
Click the Add button
  • Power BI will add the “Sankey Diagram for Power BI by ChartExpo” icon in the visualization panel.
Click on Sankey Diagram Icon

Stage 4: Drawing a Sankey Diagram with ChartExpo’s Power BI extension

  • Select the “Sankey Diagram for Power BI by ChartExpo” icon in the visualization panel.
  • The following window opens in the report section of your dashboard:
Report Section in Dashboard
  • You can resize the visual as needed.
  • Navigate to the right side of your Power BI dashboard. You should see “Fields” next to “Visualizations.”
Fields next to visualizations
  • You’ll select the fields to use in your Sankey chart here.
  • The ChartExpo visual needs to be selected, though.
  • Select the fields in the following sequence:
    • Total Spend
    • Department
    • Category
    • Spend Amount ($)
Select fields for Sankey diagram
  • You’ll be asked for a ChartExpo license key or email address.
enter email for ChartExpo license

Stage 5: Activating your ChartExpo Trial or Applying a Subscription Key

  • Select the ChartExpo visual. You should see three icons below “Build Visual” in the Visualizations panel.
Build visual panel in Power BI
  • Select the middle icon, “Format visual.”
  • The visual properties will be populated as shown below.
visual properties in Power BI
  • If you are a new user,
    • Type in your email under the section titled “Trial Mode”.
    • This should be the email address that you used to subscribe to the ChartExpo add-in. It is where your ChartExpo license key will be sent.
    • Ensure that your email address is valid.
    • Click “Enable Trial.” You’ll get a 7-day trial.
enter email id
  • You should receive a welcome email from ChartExpo.
  • The Sankey Diagram you create under the 7-day trial contains the ChartExpo watermark (see below).
Power BI Report Examples 1
  • If you have obtained a license key:
    • Enter your license key in the “ChartExpo License Key” textbox in the “License Settings” section (see below).
    • Slide the toggle switch next to “Enable License” to “On.”
enter license key
  • Your Sankey diagram should now be ready (see below). Note that it does not have a watermark.
Power BI Report Examples 2
  • Let’s add the prefix (e.g., the $ sign) to the numeric values in the chart.
  • Expand the “Stats” properties.
  • Add the prefix value (e.g., the $ sign).
Power BI Report Examples 3
  • To add colors, expand the “Level Colors” properties and select a color.
  • Do this to change the color of each node.
coloring Sankey diagram
  • Automatically, all changes will be saved.
Final Power BI Report Examples

Insights

  • Level 1 shows that the amount spent in total is $339,000.
  • At level 2, each node size shows how much money each department spent. The sales department had the lowest expenditure, while the marketing department had the highest.
  • Level 3 analyzes the data by category. The largest amount was spent on salaries ($190K) which is 56% of the total cost.
  • The smallest amount was spent on commissions ($6,000), representing 1.7% of the expenses.

4 Best Ways to Share Power BI Reports

Enhance your data collaboration with key insights on How to Share Power BI Reports. Discover essential methods for effective report distribution:

Share Power BI Reports Using Links

share-power-bi-report
share-power-bi-report 1

The most common method of sharing Power BI reports is by sharing links. To share reports as links:

  • Select “Share” from a list of reports or within an open report.
  • In the “Send link” dialog, there are options to copy the sharing link or share it. Copy the link first, then share it.

Links can be shared between people in your organization via email or using Outlook, PowerPoint, or Teams.

To share with people in your organization, select the People option with the link. You may choose who you share the report with and give access to. You can also set permissions for what they can do with it.

To guest users, this link provides access to your organization’s management service and external resources. Enter the names or email addresses of the people you wish to share it with.

After selecting send, Power BI sends a link via email to your recipients.

Share Insights in an App

share-power-bi-report 1

Another method for sharing Power BI reports is using Power BI apps. Power BI apps are applications accessible from workspaces within the Power BI service.

Power BI apps are a way to package and distribute Power BI content. The content is tailored to specific business functions, teams, and use cases. It can include reports, dashboards, and datasets.

Power BI apps are ideal for packaging Power BI reports for a large group of users.

Users interact with Power BI content without needing to navigate through the workspace structure.

Power BI apps create a tailored view for end users, focusing only on finalized content.

However, this approach is not without its challenges.

To begin with, you must create and manage an app for each report you wish to share. You cannot share individual report pages or images.

Secondly, recipients must have a Power BI Premium or Pro license.

Third, to share your reports with external users, you will need to create a guest account or use a third-party service.

Embed Reports in Secure Portals

share-power-bi-report 1

Embedding Power BI reports in secure portals allows organizations to share interactive and insightful data visualizations while maintaining tight control over access and security. By integrating Power BI reports into secure portals, businesses can ensure that sensitive information is only visible to authorized users.

This approach leverages the portal’s authentication and authorization mechanisms to protect data, while still providing users with seamless access to real-time analytics and reporting.

Share from the Power BI Mobile Apps

share-power-bi-report 1

Sharing from the Power BI mobile apps provides users with the flexibility to access and distribute reports and dashboards on the go. With just a few taps, users can share insights and visualizations directly from their mobile devices, facilitating real-time collaboration and decision-making. This feature ensures that stakeholders can stay informed and engaged with up-to-date data, no matter where they are.

How to Automate Your Power BI Dashboard?

Automating your Power BI dashboard can significantly enhance efficiency and ensure that your data visualizations are always up-to-date. Here are three essential steps to achieve this:

  • Data Source Connection and Scheduling:  First, connect your Power BI dashboard to data sources like databases and cloud services. Then, schedule regular refreshes in the Power BI service to keep your data updated automatically, ensuring your dashboard always shows the latest information.
  • Power Automate Integration: Integrate Power BI with Power Automate to automate workflows triggered by data conditions. Set up alerts or updates based on thresholds or changes in your data, enhancing dashboard interactivity and automating repetitive tasks.
  • Embedding and Sharing: Embed your automated Power BI dashboard into internal tools or share via Power BI service. Utilize platforms like SharePoint or Teams for continuous access to data insights. Configure sharing settings to automate permissions, ensuring appropriate data access.

Benefits of Power BI Report

Power BI report examples simplify data analysis by visually presenting complex information in charts, graphs, and tables. For instance, a cost of living comparison analysis can be effectively displayed, allowing users to explore data dynamically.

With interactive features, users can uncover insights, make informed decisions, and understand the cost differences between cities with ease.

Additionally, the Power BI Income Statement seamlessly integrates data from multiple sources, facilitates collaboration, and ensures up-to-date insights for enhanced business performance.

Properties of an Effective Power BI Report

  • Easy Data Access

No matter where the data comes from, you can quickly access it using a Power BI report sample. Power BI integrates with various data sources, including Excel, SharePoint, Azure, and more, providing quick and effective data access. Understanding the difference between a Power BI dashboard vs. reports is crucial, as it helps in selecting the right tool for your data visualization needs.

When comparing Looker vs Power BI, you’ll find that Power BI offers robust integration capabilities and seamless data accessibility, making it a versatile choice for diverse data environments.

  • Improved Data Visualization

The intuitive interface allows you to create dynamic visuals in Power BI sample reports with minimal effort. These visualizations make understanding complex Datasets and spotting trends and patterns easier.

  • Increased Collaboration

You can share Power BI report samples with other users. Therefore, teams can work collaboratively and decision-making more efficiently.

  • Real-Time Data Monitoring

Power BI reports facilitate real-time data monitoring. This lets you keep track of data changes and hasten the decision-making process. This functionality is essential for businesses that have to react promptly to market or industry changes.

  • Mobile Access

You can access Power BI reports from anywhere using a mobile device. This functionality allows you to access your data even when not at the workplace.

Power BI Reports: Pros and Cons

Let’s explore the significant pros and cons of Power BI report examples.

Pros

  • Ease of Use

Power BI reports builder is user-friendly and does not require extensive training to use. They also have a drag-and-drop interface that makes data analysis and visualization simpler.

  • Real-time Data Updates

Power BI reports provide real-time data updates. This allows you to inform decision-making based on the latest available information.

  • Customizable Dashboards

Power BI reports allow users to customize dashboards charts and graphs to suit their needs.

  • Accessibility

Since Power BI is a cloud-based application, it can be accessed from anywhere with an internet connection.

  • Integration with Other Tools

Power BI report examples can seamlessly integrate with other Microsoft tools like Excel and SharePoint. Additionally, integration with third-party tools, such as Salesforce, is also possible

Cons

  • Cost

PBI reports do have a free version. The full version, however, can be expensive, especially for smaller organizations.

  • A Slightly Steep Learning Curve

Power BI reports are relatively easy to use. However, to use the software to its full potential, there’s a bit of a learning curve involved.

  • Limited Customization

The available options may not be sufficient if you require more extensive customization.

  • Dependency on an Internet connection

Since PBI reports examples are cloud-based, you need an internet connection to access the data and craft reports. If the internet connection is slow or down, you may be unable to work on your reports.

FAQs About Power BI Report Examples

What are Power BI reports used for?

Power BI reports are used to analyze and communicate insights from data. Businesses frequently use them to keep an eye on their performance, spot trends, and make data-driven decisions.

How do I install Power BI Report templates?

Download Template:

  • Find and download a Power BI template in .pbit or .pbix format.

Open Power BI Desktop:

  • Launch Power BI Desktop on your computer.

Import Template:

  • In Power BI Desktop, go to “Home” > “Get Data” > “Power BI Template.”

Select and Open:

  • Locate and open the downloaded template file.

Review and Edit:

  • Review visuals and data; edit as needed.

Save Changes:

  • Save your changes in Power BI Desktop.

Publish (Optional):

  • Publish to Power BI service for online access.

Access Online (Optional):

  • Access the report on the Power BI service.

That’s it! You’ve installed and customized your Power BI template.

Wrap Up

Creating Power BI reporting examples might seem quite straightforward. To make effective reports, however, there are a few more things you need to learn.

In this article, we defined Power BI reports and looked at their pros and cons. We also looked at the best Power BI report examples. We used Power BI finance reports (spend reports and financial reports) for our examples.

We then looked at how to make charts for reports in Power BI, step by step. We used a cash flow Power BI dataset.

Finally, we answered some frequently asked questions. We hope that you’ll explore some Power BI reports and get inspired to create more effective ones.

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