{"id":26559,"date":"2023-06-08T10:33:56","date_gmt":"2023-06-08T10:33:56","guid":{"rendered":"https:\/\/chartexpo.com\/blog\/?p=26559"},"modified":"2026-04-18T15:57:42","modified_gmt":"2026-04-18T10:57:42","slug":"power-bi-report-examples","status":"publish","type":"post","link":"https:\/\/chartexpo.com\/blog\/power-bi-report-examples","title":{"rendered":"Top 7 Power BI Reports Examples for Better Insights"},"content":{"rendered":"<p>Power BI report examples are used for visualizing and analyzing data in a business context. They provide interactive and dynamic visual representations of data.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/power-bi-report-examples.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/power-bi-report-examples.jpg\" alt=\"Power BI Report Examples\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/power-bi-visuals\/polyvista1585910805469.sankey_diagram_for_power_bi_by_chartexpo?exp=ubp8&amp;tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytncytjZXhwbytDRTMwOSs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a> <a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTMwOSs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<p>This allows users to gain insights, make informed decisions, and track key performance indicators.<\/p>\n<p>Creating great PBI reports, however, might not be as easy as it seems.<\/p>\n<p>Going through Power BI report examples is a great move. It can help you make better PBI reports more efficiently and effectively.<\/p>\n<p>Moreover, it will help you avoid common pitfalls. It can also expose you to Power BI features to help you make great reports.<\/p>\n<p>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.<\/p>\n<p>You then collect ideas and insights to apply to your own reporting needs.<\/p>\n<p>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:<\/p>\n<ul>\n<li>organize data,<\/li>\n<li>create visualizations,<\/li>\n<li>and design effective reports.<\/li>\n<\/ul>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>Finally, we learn how to create charts for reports in Power BI. We&#8217;ll also answer some FAQs.<\/p>\n<h3>Table of Content:<\/h3>\n<ol>\n<li><a href=\"#power-bi-reports-definition\">What are Power BI Reports?<\/a><\/li>\n<li><a href=\"#power-bi-reports-purpose\">Why Power BI Reports are Useful?<\/a><\/li>\n<li><a href=\"#power-bi-reports-parts\">Parts of a Power BI Report<\/a><\/li>\n<li><a href=\"#how-to-use-power-bi-reports\">How to use Power BI Templates?<\/a><\/li>\n<li><a href=\"#power-bi-reports-examples\">Top 7 Power BI Reports Examples<\/a>\n<ol>\n<li><a href=\"#web-analytics-power-bi-report\">Web Analytics Report<\/a><\/li>\n<li><a href=\"#financial-power-bi-report\">Financial Report\u00a0<\/a><\/li>\n<li><a href=\"#kpi-power-bi-report\">KPI Report<\/a><\/li>\n<li><a href=\"#sales-power-bi-report\">Sales Report\u00a0<\/a><\/li>\n<li><a href=\"#executive-power-bi-report\">Executive Report\u00a0<\/a><\/li>\n<li><a href=\"#marketing-agency-client-power-bi-report\">Marketing Agency Client Report\u00a0<\/a><\/li>\n<li><a href=\"#crm-power-bi-report\">CRM Report\u00a0<\/a><\/li>\n<\/ol>\n<\/li>\n<li><a href=\"#power-bi-report-more-examples\">Some More Reports Example We Can Create in Power BI<\/a><\/li>\n<li><a href=\"#how-to-create-power-bi-report\">Power BI Report Creation: Detailed Steps<\/a><\/li>\n<li><a href=\"#how-to-share-power-bi-report\">4 Best Ways to Share Power BI Reports\u00a0<\/a><\/li>\n<li><a href=\"#automate-power-bi-report\">How to Automate Your Power BI Dashboard?<\/a><\/li>\n<li><a href=\"#power-bi-report-benefits\">Benefits of Power BI Report<\/a><\/li>\n<li><a href=\"#properties-of-power-bi-report\">Properties of an Effective Power BI Report\u00a0<\/a><\/li>\n<li><a href=\"#power-bi-report-pros-and-cons\">Power BI Reports: Pros and Cons<\/a><\/li>\n<li><a href=\"#power-bi-report-faqs\">FAQs About Power BI Report<\/a><\/li>\n<li><a href=\"#wrap-up\">Wrap Up<\/a><\/li>\n<\/ol>\n<h2 id=\"power-bi-reports-definition\">What are Power BI Reports?<\/h2>\n<p><strong>Definition:<\/strong> Power BI reports are a collection of <a href=\"https:\/\/chartexpo.com\/blog\/data-visualization-guide\" target=\"_blank\" rel=\"noopener noreferrer\">data visualizations<\/a>, charts, graphs, and tables. They are created using the PBI service.<\/p>\n<p>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.<\/p>\n<p>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&#8217;s visualizations.<\/p>\n<p>This helps in creating more sophisticated and insightful visualizations in <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-for-mac\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI for Mac<\/a>.<\/p>\n<p>You can also make paginated reports using the Power BI report examples.<\/p>\n<h2 id=\"power-bi-reports-purpose\">Why Power BI Reports are Useful?<\/h2>\n<ol>\n<li><strong>Pre-built Content:<\/strong> These reports often come with pre-built <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-data-model\">data models<\/a>, visualizations, and reports tailored to specific business needs or industries.<\/li>\n<li><strong>Customization:<\/strong> Users can customize these reports by connecting them to their data sources using the <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-connectors\" target=\"_blank\" rel=\"noopener noreferrer\">connector in Power BI<\/a>, modifying visualizations, and adjusting other settings to fit their specific requirements.<\/li>\n<li><strong>Reusability: <\/strong>Reports can be shared among users or within an organization, promoting consistency in reporting and analysis.<\/li>\n<li><strong>Accelerating Development: <\/strong>Reports can save time and effort by providing a starting point for building <a href=\"https:\/\/chartexpo.com\/tools\/power-bi-custom-visuals\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI visuals<\/a>. Instead of starting from scratch, users can leverage the report&#8217;s structure and content.<\/li>\n<li><strong>Industry-Specific Solutions:<\/strong> 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.<\/li>\n<\/ol>\n<h2 id=\"power-bi-reports-parts\">Parts of a Power BI Report<\/h2>\n<ul>\n<li>\n<h3>Pages<\/h3>\n<\/li>\n<\/ul>\n<p>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.<\/p>\n<ul>\n<li>\n<h3>Visualizations<\/h3>\n<\/li>\n<\/ul>\n<p>Visualizations, or visuals, are graphical representations of the data, such as charts, graphs, maps, <a href=\"https:\/\/chartexpo.com\/blog\/sankey-diagram-in-power-bi\" target=\"_blank\" rel=\"noopener\">Power BI Sankey Chart<\/a>, and tables. They help users understand data trends, patterns, and outliers by presenting information in an easily interpretable format, with <a href=\"https:\/\/chartexpo.com\/tools\/power-bi-custom-visuals\" target=\"_blank\" rel=\"noopener\">Power BI charts<\/a> often forming the foundation of a data visualization report that organizes visuals to deliver insights and support better decision-making.<\/p>\n<ul>\n<li>\n<h3>Filters<\/h3>\n<\/li>\n<\/ul>\n<p>Filters allow users to focus on specific data points by narrowing down the displayed information. In Power BI, understanding the <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-cross-filter-direction\" target=\"_blank\" rel=\"noopener noreferrer\">cross-filter direction<\/a> 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.<\/p>\n<ul>\n<li>\n<h3>Slicers<\/h3>\n<\/li>\n<\/ul>\n<p>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.<\/p>\n<ul>\n<li>\n<h3>Data Fields Pane<\/h3>\n<\/li>\n<\/ul>\n<p>The Data Fields Pane shows the underlying data model used in the report, including tables, columns, and calculated measures.<\/p>\n<h2 id=\"how-to-use-power-bi-reports\">How to use Power BI Templates?<\/h2>\n<ul>\n<li><strong>Open Power BI Desktop<\/strong>: Launch the Power BI Desktop application.<\/li>\n<li><strong>Access Report Themes<\/strong>: Go to the &#8220;View&#8221; tab.<\/li>\n<li><strong>Choose &#8220;Report Themes&#8221;<\/strong>: Click the &#8220;Report Themes&#8221; button.<\/li>\n<li><strong>Select and import Template<\/strong>: Browse through the available design templates.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/05\/Power-BI-Template.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4355\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/05\/Power-BI-Template.png\" alt=\"Power BI Template 1\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li><strong>Apply Template<\/strong>: Click on the desired template to apply it to your report.<\/li>\n<li><strong>Customize (Optional)<\/strong>: Make any necessary color, font, or layout adjustments.<\/li>\n<li><strong>Save Changes<\/strong>: Ensure to save your modified report.<\/li>\n<li><strong>Preview<\/strong>: Review your report to ensure the template is applied as desired.<\/li>\n<li><strong>Publish (If Needed)<\/strong>: Share your report with others, if required.<\/li>\n<\/ul>\n<p data-start=\"228\" data-end=\"290\">View the <a href=\"https:\/\/app.powerbi.com\/view?r=eyJrIjoiOTEzZTdjZGUtNzE5MS00ODk2LWJkOTAtNTI3ZjMwNWI1MTdhIiwidCI6IjYyZmVhOGJlLTZlNzQtNDMyNC1hZjhjLTIyNjgzMjI2MmJjYiIsImMiOjF9\" target=\"_blank\" rel=\"noopener nofollow\">Sankey Diagram for Power BI app<\/a> by ChartExpo demo here.<\/p>\n<h2 id=\"power-bi-reports-examples\">Top 7 Power BI Reports Examples<\/h2>\n<p>Some template examples here:<\/p>\n<ul>\n<li>\n<h3 id=\"web-analytics-power-bi-report\">Web Analytics Report<\/h3>\n<\/li>\n<\/ul>\n<p>Uncover the magic of your online world with a <a href=\"https:\/\/chartexpo.com\/blog\/web-analytics-dashboards\" target=\"_blank\" rel=\"noopener noreferrer\">Web analytic report<\/a>. 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&#8217;s like seeing your website through the eyes of your audience.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/02\/web-analytics-dashboards-in-excel.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4355\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/02\/web-analytics-dashboards-in-excel.jpg\" alt=\"Web Analytics Template\" width=\"652\" \/><\/a><\/div>\n<ul>\n<li>\n<h3 id=\"financial-power-bi-report\">Financial Report<\/h3>\n<\/li>\n<\/ul>\n<p>Navigate your financial journey effortlessly. A <a href=\"https:\/\/chartexpo.com\/blog\/finance-dashboard-in-power-bi\" target=\"_blank\" rel=\"noopener noreferrer\">Financial report<\/a>\u00a0is 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 <a href=\"https:\/\/chartexpo.com\/blog\/3-statement-financial-modeling\" target=\"_blank\" rel=\"noopener noreferrer\">3-statement financial model<\/a>.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/finance-dashboards-in-power-bi-314.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4355\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/finance-dashboards-in-power-bi-314.jpg\" alt=\"Financial Template\" width=\"652\" \/><\/a><\/div>\n<ul>\n<li>\n<h3 id=\"kpi-power-bi-report\">KPI Report<\/h3>\n<\/li>\n<\/ul>\n<p>Get ready to elevate your focus with the <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-kpi-dashboard\" target=\"_blank\" rel=\"noopener noreferrer\">KPI report<\/a>. It highlights the key performance indicators (KPIs) across your organization, offering a snapshot of your business&#8217;s health. One quick look, and you&#8217;ve got the heartbeat of your operations, especially when using a <a href=\"https:\/\/chartexpo.com\/blog\/kpi-visual-in-power-bi\" target=\"_blank\" rel=\"noopener\">KPI visual in Power BI<\/a> for clear and instant performance insights.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/pbi-kpi-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4355\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/pbi-kpi-dashboard.jpg\" alt=\"KPI Template\" width=\"652\" \/><\/a><\/div>\n<ul>\n<li>\n<h3 id=\"sales-power-bi-report\">Sales Report<\/h3>\n<\/li>\n<\/ul>\n<p>Arm yourself for a sales adventure with the <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-sales-dashboard\" target=\"_blank\" rel=\"noopener noreferrer\">Sales dashboard<\/a>. 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.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/11\/sales-dashboard-power-bi-metrics-ce417.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4355\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/11\/sales-dashboard-power-bi-metrics-ce417.jpg\" alt=\"Sales Template\" width=\"652\" \/><\/a><\/div>\n<ul>\n<li>\n<h3 id=\"executive-power-bi-report\">Executive Report<\/h3>\n<\/li>\n<\/ul>\n<p>Crafted for decision-makers, the <a href=\"https:\/\/chartexpo.com\/blog\/executive-dashboard-examples\" target=\"_blank\" rel=\"noopener noreferrer\">Executive dashboard<\/a> 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.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/11\/final-executive-dashboard-examples.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4355\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/11\/final-executive-dashboard-examples.jpg\" alt=\"Executive Template\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>\n<h3 id=\"marketing-agency-client-power-bi-report\">Marketing Agency Client Report<\/h3>\n<\/li>\n<\/ul>\n<p>Roll out the red carpet for your marketing triumphs with the <a href=\"https:\/\/chartexpo.com\/blog\/marketing-agency-client-dashboard\" target=\"_blank\" rel=\"noopener noreferrer\">Marketing agency client report<\/a>. Picture campaign victories, conversion rates hitting the high notes, and return on investment stealing the show. It&#8217;s your chance to dazzle clients with a real-time display of your marketing magic.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/12\/final-marketing-agency-client-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4355\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/12\/final-marketing-agency-client-dashboard.jpg\" alt=\"Marketing Clint Template\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>\n<h3 id=\"crm-power-bi-report\">CRM Report<\/h3>\n<\/li>\n<\/ul>\n<p>Gather everything customer-related under one digital roof. <a href=\"https:\/\/chartexpo.com\/blog\/crm-analytics\" target=\"_blank\" rel=\"noopener noreferrer\">CRM report<\/a> is the maestro harmonizing customer data, sales pipelines, and support interactions. Strengthen relationships with insights into customer acquisition and satisfaction\u201d\u201dit&#8217;s your backstage pass to customer delight.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/final-customer-relationship-management-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4355\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/final-customer-relationship-management-dashboard.jpg\" alt=\"CRM Template\" width=\"650\" \/><\/a><\/div>\n<div><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/power-bi-visuals\/polyvista1585910805469.sankey_diagram_for_power_bi_by_chartexpo?exp=ubp8&amp;tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytncytjZXhwbytDRTMwOSs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a> <a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTMwOSs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<h2 id=\"power-bi-report-more-examples\">Some More Reports Example We Can Create in Power BI<\/h2>\n<h3>Portfolio in Power BI<\/h3>\n<p>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.<\/p>\n<p>By leveraging Power BI&#8217;s interactive features, you can customize your portfolio to suit the needs of different stakeholders, ensuring insightful and actionable analytics.<\/p>\n<h3>Stock Market Report<\/h3>\n<p>Power BI&#8217;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.<\/p>\n<p>With customizable dashboards and real-time data, Power BI ensures you stay ahead in the fast-paced world of stock trading.<\/p>\n<h3>Government Contract Analysis FP&amp;A Report<\/h3>\n<p>The Government Contract Analysis FP&amp;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.<\/p>\n<p>By utilizing Power BI&#8217;s robust data analysis capabilities, organizations can ensure compliance and optimize contract management.<\/p>\n<h3>Healthcare Analysis Report<\/h3>\n<p>The Healthcare Analysis Report in Power BI empowers healthcare providers with actionable insights into patient care, operational efficiency, and financial performance.<\/p>\n<p>This report enables organizations to visualize critical healthcare metrics, identify trends, and improve <a href=\"https:\/\/chartexpo.com\/blog\/data-driven-decision-making\" target=\"_blank\" rel=\"noopener noreferrer\">decision-making processes<\/a>. With Power BI, healthcare professionals can enhance patient outcomes and optimize resource allocation.<\/p>\n<h2 id=\"how-to-create-power-bi-report\">Power BI Report Creation: Detailed Steps<\/h2>\n<p>In this section, we learn how to craft a report sample in Power BI with the <a href=\"https:\/\/chartexpo.com\/charts\/sankey-diagram\" target=\"_blank\" rel=\"noopener noreferrer\">Sankey chart<\/a>.<\/p>\n<h3>Stage 1: Logging in to Power BI<\/h3>\n<ul>\n<li>Log in to Power BI.<\/li>\n<li>Enter your email. Click the \u201cSubmit\u201d button.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-to-login-to-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-to-login-to-power-bi.jpg\" alt=\"Enter email to login to Power BI\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Enter your password and click \u201cSign in.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-password-to-login-to-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-password-to-login-to-power-bi.jpg\" alt=\"Enter Password to login to Power BI\" width=\"363\" \/><\/a><\/div>\n<ul>\n<li>Choose whether to stay signed in.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-stay-signed-in.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-stay-signed-in.jpg\" alt=\"Click on stay signed in\" width=\"392\" \/><\/a><\/div>\n<h3>Stage 2: Create a Data Set and Select the Data Set to Use in Your Sankey Chart<\/h3>\n<ul>\n<li>Click on the \u201cCreate\u201d option on the left-side menu.<\/li>\n<li>Select \u201dPaste or manually enter data.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/select-paste-or-manually-enter-data-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/select-paste-or-manually-enter-data-in-power-bi.jpg\" alt=\"select Paste or manually enter data in Power BI\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>We&#8217;ll use the following cash flow data for this example<\/li>\n<\/ul>\n<table class=\"static\" style=\"table-layout: fixed; overflow-x: auto; border: 1px; font-size: 17px;\">\n<tbody>\n<tr>\n<td width=\"101\"><strong>Total Spend<\/strong><\/td>\n<td width=\"103\"><strong>Department<\/strong><\/td>\n<td width=\"108\"><strong>Category<\/strong><\/td>\n<td width=\"146\"><strong>Spend Amount ($)<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Marketing<\/td>\n<td width=\"108\">Advertising<\/td>\n<td width=\"146\">20,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Marketing<\/td>\n<td width=\"108\">Events<\/td>\n<td width=\"146\">15,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Marketing<\/td>\n<td width=\"108\">Collateral<\/td>\n<td width=\"146\">30,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Marketing<\/td>\n<td width=\"108\">Salaries<\/td>\n<td width=\"146\">50,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Operations<\/td>\n<td width=\"108\">Rent<\/td>\n<td width=\"146\">10,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Operations<\/td>\n<td width=\"108\">Utilities<\/td>\n<td width=\"146\">8,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Operations<\/td>\n<td width=\"108\">Supplies<\/td>\n<td width=\"146\">15,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Operations<\/td>\n<td width=\"108\">Salaries<\/td>\n<td width=\"146\">40,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Sales<\/td>\n<td width=\"108\">Salaries<\/td>\n<td width=\"146\">30,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Sales<\/td>\n<td width=\"108\">Commissions<\/td>\n<td width=\"146\">6,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">R&amp;D<\/td>\n<td width=\"108\">Salaries<\/td>\n<td width=\"146\">40,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">R&amp;D<\/td>\n<td width=\"108\">Contractors<\/td>\n<td width=\"146\">20,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Admin<\/td>\n<td width=\"108\">Salaries<\/td>\n<td width=\"146\">30,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Admin<\/td>\n<td width=\"108\">Legal<\/td>\n<td width=\"146\">15,000<\/td>\n<\/tr>\n<tr>\n<td width=\"101\">Total Spend<\/td>\n<td width=\"103\">Admin<\/td>\n<td width=\"108\">IT<\/td>\n<td width=\"146\">10,000<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>Paste the above data table into the \u201cPower Query\u201d window.<\/li>\n<li>Select the \u201cCreate a dataset only\u201d option.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/create-dataset-in-power-bi-ce309.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/create-dataset-in-power-bi-ce309.jpg\" alt=\"Create Dataset in Power BI ce309\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Click on the \u201cData Hub\u201d\u009d option on the left-side menu.<\/li>\n<li>Power BI populates the data set list. (If you have not created a data set, refer to the Error! Reference source not found section.)<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-data-hub.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-data-hub.jpg\" alt=\"Click on Data Hub\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Choose the data set you want to use to create your Sankey diagram.<\/li>\n<li>Power BI populates the screen as shown below:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/workspace-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/workspace-in-power-bi.jpg\" alt=\"Workspace in Power BI\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>The data set and its fields are shown on the right side. The middle area shows report and data set options.<\/li>\n<li>Click on the \u201cMake a report\u201d dropdown.<\/li>\n<li>Select \u201cStart from scratch.&#8221;<\/li>\n<li>You should see the Report Canvas screen as shown below:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/create-report-and-start-from-scratch.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/create-report-and-start-from-scratch.jpg\" alt=\"Create Report and start from scratch\" width=\"650\" \/><\/a><\/div>\n<h3>Stage 3: Adding the Power BI Sankey Diagram Extension by ChartExpo<\/h3>\n<ul>\n<li>To finish creating our Sankey Diagram, we&#8217;ll use an add-in or Power BI visual from AppSource.<\/li>\n<li>Navigate to the Power BI Visualizations panel.<\/li>\n<li>Click the ellipsis (&#8230;) highlighted above to import the Power BI Sankey Diagram extension by ChartExpo.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/report-canvas-screen-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/report-canvas-screen-in-power-bi.jpg\" alt=\"Report Canvas screen in Power BI\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>The following menu opens:<\/li>\n<li>Select the \u201cGet more visuals\u201d option.<\/li>\n<li>The following window opens:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-to-get-more-visuals.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-to-get-more-visuals.jpg\" alt=\"click on to get more visuals\" width=\"509\" \/><\/a><\/div>\n<ul>\n<li>Enter \u201cSankey Diagram for Power BI by ChartExpo\u201d in the highlighted search box.<\/li>\n<li>You should see the \u201cSankey Diagram for Power BI by ChartExpo\u201d as shown in the image below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/sankey-diagram-for-power-bi-by-chartexpo.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/sankey-diagram-for-power-bi-by-chartexpo.jpg\" alt=\"Sankey Diagram for Power BI by ChartExpo\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Click the highlighted \u201cAdd\u201d button.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-the-add-button.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-the-add-button.jpg\" alt=\"Click the Add button\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Power BI will add the \u201cSankey Diagram for Power BI by ChartExpo\u201d icon in the visualization panel.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-sankey-diagram-icon.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-sankey-diagram-icon.jpg\" alt=\"Click on Sankey Diagram Icon\" width=\"187\" \/><\/a><\/div>\n<h3>Stage 4: Drawing a Sankey Diagram with ChartExpo&#8217;s Power BI extension<\/h3>\n<ul>\n<li>Select the \u201cSankey Diagram for Power BI by ChartExpo\u201d icon in the visualization panel.<\/li>\n<li>The following window opens in the report section of your dashboard:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/report-section-in-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/report-section-in-dashboard.jpg\" alt=\"Report Section in Dashboard\" width=\"297\" \/><\/a><\/div>\n<ul>\n<li>You can resize the visual as needed.<\/li>\n<li>Navigate to the right side of your <a href=\"https:\/\/chartexpo.com\/blog\/how-to-create-a-dashboard-in-power-bi\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI dashboard<\/a>. You should see \u201cFields\u201d next to &#8220;Visualizations.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/fields-next-to-visualizations.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/fields-next-to-visualizations.jpg\" alt=\"Fields next to visualizations\" width=\"360\" \/><\/a><\/div>\n<ul>\n<li>You&#8217;ll select the fields to use in your Sankey chart here.<\/li>\n<li>The ChartExpo visual needs to be selected, though.<\/li>\n<li>Select the fields in the following sequence:\n<ul>\n<li>Total Spend<\/li>\n<li>Department<\/li>\n<li>Category<\/li>\n<li>Spend Amount ($)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/select-fields-for-sankey-diagram.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/select-fields-for-sankey-diagram.jpg\" alt=\"Select fields for Sankey diagram\" width=\"175\" \/><\/a><\/div>\n<ul>\n<li>You&#8217;ll be asked for a ChartExpo license key or email address.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-for-chartexpo-license.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-for-chartexpo-license.jpg\" alt=\"enter email for ChartExpo license\" width=\"531\" \/><\/a><\/div>\n<h3>Stage 5: Activating your ChartExpo Trial or Applying a Subscription Key<\/h3>\n<ul>\n<li>Select the ChartExpo visual. You should see three icons below \u201cBuild Visual\u201d in the Visualizations panel.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/build-visual-panel-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/build-visual-panel-in-power-bi.jpg\" alt=\"Build visual panel in Power BI\" width=\"203\" \/><\/a><\/div>\n<ul>\n<li>Select the middle icon, \u201cFormat visual.&#8221;<\/li>\n<li>The visual properties will be populated as shown below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/visual-properties-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/visual-properties-in-power-bi.jpg\" alt=\"visual properties in Power BI\" width=\"183\" \/><\/a><\/div>\n<ul>\n<li>If you are a new user,\n<ul>\n<li>Type in your email under the section titled \u201cTrial Mode\u201d.<\/li>\n<li>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.<\/li>\n<li>Ensure that your email address is valid.<\/li>\n<li>Click \u201cEnable Trial.&#8221; You&#8217;ll get a 7-day trial.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-id.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-id.jpg\" alt=\"enter email id\" width=\"180\" \/><\/a><\/div>\n<ul>\n<li>You should receive a welcome email from ChartExpo.<\/li>\n<li>The Sankey Diagram you create under the 7-day trial contains the ChartExpo watermark (see below).<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-report-examples-ce309-1.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-report-examples-ce309-1.jpg\" alt=\"Power BI Report Examples 1\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>If you have obtained a license key:\n<ul>\n<li>Enter your license key in the \u201cChartExpo License Key\u201d textbox in the \u201cLicense Settings\u201d section (see below).<\/li>\n<li>Slide the toggle switch next to \u201cEnable License\u201d to &#8220;On.&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-license-key.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-license-key.jpg\" alt=\"enter license key\" width=\"197\" \/><\/a><\/div>\n<ul>\n<li>Your Sankey diagram should now be ready (see below). Note that it does not have a watermark.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-report-examples-ce309-2.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-report-examples-ce309-2.jpg\" alt=\"Power BI Report Examples 2\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Let&#8217;s add the prefix (e.g., the $ sign) to the numeric values in the chart.<\/li>\n<li>Expand the \u201cStats\u201d properties.<\/li>\n<li>Add the prefix value (e.g., the $ sign).<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-report-examples-ce309-3.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/power-bi-report-examples-ce309-3.jpg\" alt=\"Power BI Report Examples 3\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>To add colors, expand the \u201cLevel Colors\u201d properties and select a color.<\/li>\n<li>Do this to change the color of each node.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/coloring-sankey-diagram.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/coloring-sankey-diagram.jpg\" alt=\"coloring Sankey diagram\" width=\"181\" \/><\/a><\/div>\n<ul>\n<li>Automatically, all changes will be saved.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/final-power-bi-report-examples.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/06\/final-power-bi-report-examples.jpg\" alt=\"Final Power BI Report Examples\" width=\"650\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/power-bi-visuals\/polyvista1585910805469.sankey_diagram_for_power_bi_by_chartexpo?exp=ubp8&amp;tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytncytjZXhwbytDRTMwOSs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a> <a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTMwOSs=\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<h4>Insights<\/h4>\n<ul>\n<li>Level 1 shows that the amount spent in total is $339,000.<\/li>\n<li>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.<\/li>\n<li>Level 3 analyzes the data by category. The largest amount was spent on salaries ($190K) which is 56% of the total cost.<\/li>\n<li>The smallest amount was spent on commissions ($6,000), representing 1.7% of the expenses.<\/li>\n<\/ul>\n<h2 id=\"how-to-share-power-bi-report\">4 Best Ways to Share Power BI Reports<\/h2>\n<p>Enhance your data collaboration with key insights on How to Share Power BI Reports. Discover essential methods for effective report distribution:<\/p>\n<h3 id=\"share-power-bi-reports-with-links\">Share Power BI Reports Using Links<\/h3>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report.jpg\" alt=\"share-power-bi-report\" width=\"321\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report-1.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report-1.jpg\" alt=\"share-power-bi-report 1\" width=\"319\" \/><\/a><\/div>\n<p>The most common method of sharing Power BI reports is by sharing links. To share reports as links:<\/p>\n<ul>\n<li>Select \u201cShare\u201d from a list of reports or within an open report.<\/li>\n<li>In the \u201cSend link\u201d dialog, there are options to copy the sharing link or share it. Copy the link first, then share it.<\/li>\n<\/ul>\n<p>Links can be shared between people in your organization via email or using Outlook, PowerPoint, or Teams.<\/p>\n<p>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.<\/p>\n<p>To guest users, this link provides access to your organization&#8217;s management service and external resources. Enter the names or email addresses of the people you wish to share it with.<\/p>\n<p>After selecting send, Power BI sends a link via email to your recipients.<\/p>\n<h3 id=\"share-power-bi-reports-with-app\">Share Insights in an App<\/h3>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report-2.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report-2.jpg\" alt=\"share-power-bi-report 1\" width=\"650\" \/><\/a><\/div>\n<p>Another method for sharing Power BI reports is using Power BI apps. Power BI apps are applications accessible from workspaces within the <a href=\"https:\/\/chartexpo.com\/services\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI service<\/a>.<\/p>\n<p>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 <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-dataset\" target=\"_blank\" rel=\"noopener noreferrer\">datasets<\/a>.<\/p>\n<p>Power BI apps are ideal for packaging Power BI reports for a large group of users.<\/p>\n<p>Users interact with Power BI content without needing to navigate through the workspace structure.<\/p>\n<p>Power BI apps create a tailored view for end users, focusing only on finalized content.<\/p>\n<p>However, this approach is not without its challenges.<\/p>\n<p>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.<\/p>\n<p>Secondly, recipients must have a <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-pro-vs-premium\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI Premium or Pro<\/a> license.<\/p>\n<p>Third, to share your reports with external users, you will need to create a guest account or use a third-party service.<\/p>\n<h3 id=\"share-power-bi-reports-secure-portals\">Embed Reports in Secure Portals<\/h3>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report-3.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report-3.jpg\" alt=\"share-power-bi-report 1\" width=\"540\" \/><\/a><\/div>\n<p>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.<\/p>\n<p>This approach leverages the portal&#8217;s authentication and authorization mechanisms to protect data, while still providing users with seamless access to real-time analytics and reporting.<\/p>\n<h3 id=\"share-power-bi-reports-mobile-apps\">Share from the Power BI Mobile Apps<\/h3>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report-6.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/09\/share-power-bi-report-6.jpg\" alt=\"share-power-bi-report 1\" width=\"321\" \/><\/a><\/div>\n<p>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.<\/p>\n<h2 id=\"automate-power-bi-report\">How to Automate Your Power BI Dashboard?<\/h2>\n<p>Automating your <a href=\"https:\/\/chartexpo.com\/blog\/how-to-create-a-dashboard-in-power-bi\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI dashboard<\/a> can significantly enhance efficiency and ensure that your data visualizations are always up-to-date. Here are three essential steps to achieve this:<\/p>\n<ul>\n<li><strong>Data Source Connection and Scheduling:<\/strong>\u00a0 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.<\/li>\n<li><strong>Power Automate Integration:<\/strong> 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.<\/li>\n<li><strong>Embedding and Sharing:<\/strong> 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.<\/li>\n<\/ul>\n<h2 id=\"power-bi-report-benefits\">Benefits of Power BI Report<\/h2>\n<p>Power BI report examples simplify data analysis by visually presenting complex information in charts, graphs, and tables. For instance, a <a href=\"https:\/\/chartexpo.com\/blog\/cost-of-living-comparison-by-city\" target=\"_blank\" rel=\"noopener noreferrer\">cost of living comparison analysis<\/a> can be effectively displayed, allowing users to explore data dynamically.<\/p>\n<p>With interactive features, users can uncover insights, make informed decisions, and understand the cost differences between cities with ease.<\/p>\n<p>Additionally, the <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-income-statement\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI Income Statement<\/a> seamlessly integrates data from multiple sources, facilitates collaboration, and ensures up-to-date insights for enhanced business performance.<\/p>\n<h2 id=\"properties-of-power-bi-report\">Properties of an Effective Power BI Report<\/h2>\n<ul>\n<li>\n<h3>Easy Data Access<\/h3>\n<\/li>\n<\/ul>\n<p>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 <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-dashboard-vs-report\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI dashboard vs. reports<\/a> is crucial, as it helps in selecting the right tool for your data visualization needs.<\/p>\n<p>When comparing <a href=\"https:\/\/chartexpo.com\/blog\/looker-vs-power-bi\" target=\"_blank\" rel=\"noopener noreferrer\">Looker vs Power BI<\/a>, you&#8217;ll find that Power BI offers robust integration capabilities and seamless data accessibility, making it a versatile choice for diverse data environments.<\/p>\n<ul>\n<li>\n<h3>Improved Data Visualization<\/h3>\n<\/li>\n<\/ul>\n<p>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.<\/p>\n<ul>\n<li>\n<h3>Increased Collaboration<\/h3>\n<\/li>\n<\/ul>\n<p>You can share Power BI report samples with other users. Therefore, teams can work collaboratively and decision-making more efficiently.<\/p>\n<ul>\n<li>\n<h3>Real-Time Data Monitoring<\/h3>\n<\/li>\n<\/ul>\n<p>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.<\/p>\n<ul>\n<li>\n<h3>Mobile Access<\/h3>\n<\/li>\n<\/ul>\n<p>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.<\/p>\n<h2 id=\"power-bi-report-pros-and-cons\">Power BI Reports: Pros and Cons<\/h2>\n<p>Let&#8217;s explore the significant pros and cons of Power BI report examples.<\/p>\n<h3>Pros<\/h3>\n<ul>\n<li>\n<h4>Ease of Use<\/h4>\n<\/li>\n<\/ul>\n<p><a href=\"https:\/\/chartexpo.com\/blog\/power-bi-report-builder\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI reports builder<\/a> 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.<\/p>\n<ul>\n<li>\n<h4>Real-time Data Updates<\/h4>\n<\/li>\n<\/ul>\n<p>Power BI reports provide real-time data updates. This allows you to inform decision-making based on the latest available information.<\/p>\n<ul>\n<li>\n<h4>Customizable Dashboards<\/h4>\n<\/li>\n<\/ul>\n<p>Power BI reports allow users to customize dashboards <a href=\"https:\/\/chartexpo.com\/blog\/types-of-charts-and-graphs\" target=\"_blank\" rel=\"noopener noreferrer\">charts and graphs<\/a> to suit their needs.<\/p>\n<ul>\n<li>\n<h4>Accessibility<\/h4>\n<\/li>\n<\/ul>\n<p>Since <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-cloud\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI is a cloud-based application<\/a>, it can be accessed from anywhere with an internet connection.<\/p>\n<ul>\n<li>\n<h4>Integration with Other Tools<\/h4>\n<\/li>\n<\/ul>\n<p>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<\/p>\n<h3>Cons<\/h3>\n<ul>\n<li>\n<h4>Cost<\/h4>\n<\/li>\n<\/ul>\n<p>PBI reports do have a free version. The full version, however, can be expensive, especially for smaller organizations.<\/p>\n<ul>\n<li>\n<h4>A Slightly Steep Learning Curve<\/h4>\n<\/li>\n<\/ul>\n<p>Power BI reports are relatively easy to use. However, to use the software to its full potential, there&#8217;s a bit of a learning curve involved.<\/p>\n<ul>\n<li>\n<h4>Limited Customization<\/h4>\n<\/li>\n<\/ul>\n<p>The available options may not be sufficient if you require more extensive customization.<\/p>\n<ul>\n<li>\n<h4>Dependency on an Internet connection<\/h4>\n<\/li>\n<\/ul>\n<p>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.<\/p>\n<h2 id=\"power-bi-report-faqs\">FAQs About Power BI Report Examples<\/h2>\n<h3>What are Power BI reports used for?<\/h3>\n<p>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.<\/p>\n<h3>How do I install Power BI Report templates?<\/h3>\n<p><strong>Download Template:<\/strong><\/p>\n<ul>\n<li>Find and download a Power BI template in .pbit or .pbix format.<\/li>\n<\/ul>\n<p><strong>Open Power BI Desktop:<\/strong><\/p>\n<ul>\n<li>Launch Power BI Desktop on your computer.<\/li>\n<\/ul>\n<p><strong>Import Template:<\/strong><\/p>\n<ul>\n<li>In Power BI Desktop, go to &#8220;Home&#8221; &gt; &#8220;Get Data&#8221; &gt; &#8220;Power BI Template.&#8221;<\/li>\n<\/ul>\n<p><strong>Select and Open:<\/strong><\/p>\n<ul>\n<li>Locate and open the downloaded template file.<\/li>\n<\/ul>\n<p><strong>Review and Edit:<\/strong><\/p>\n<ul>\n<li>Review visuals and data; edit as needed.<\/li>\n<\/ul>\n<p><strong>Save Changes:<\/strong><\/p>\n<ul>\n<li>Save your changes in Power BI Desktop.<\/li>\n<\/ul>\n<p><strong>Publish (Optional):<\/strong><\/p>\n<ul>\n<li>Publish to Power BI service for online access.<\/li>\n<\/ul>\n<p><strong>Access Online (Optional):<\/strong><\/p>\n<ul>\n<li>Access the report on the Power BI service.<\/li>\n<\/ul>\n<p>That&#8217;s it! You&#8217;ve installed and customized your Power BI template.<\/p>\n<h4 id=\"wrap-up\">Wrap Up<\/h4>\n<p>Creating Power BI reporting examples might seem quite straightforward. To make effective reports, however, there are a few more things you need to learn.<\/p>\n<p>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.<\/p>\n<p>We then looked at how to make charts for reports in Power BI, step by step. We used a cash flow Power BI dataset.<\/p>\n<p>Finally, we answered some frequently asked questions. We hope that you&#8217;ll explore some Power BI reports and get inspired to create more effective ones.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><p>Discover diverse and high-quality Power BI report examples for inspiration and insights. Elevate your reporting with strategic visualization techniques.<\/p>\n&nbsp;&nbsp;<a href=\"https:\/\/chartexpo.com\/blog\/power-bi-report-examples\"><\/a><\/p>","protected":false},"author":1,"featured_media":39423,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1017],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Top 7 Power BI Reports Examples for Better Insights -<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/chartexpo.com\/blog\/power-bi-report-examples\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:title\" content=\"Top 7 Power BI Reports Examples for Better Insights -\" \/>\r\n<meta name=\"twitter:description\" content=\"Discover diverse and high-quality Power BI report examples for inspiration and insights. 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