Microsoft 365 Power BI Report Builder

Name: Microsoft 365 Power BI Report Builder
Rating: 4.7 (193 reviews)

This course is for beginners who need to learn how to create basic reports within Microsoft Power BI.

Created byIntellezy Trainers

Last updated 3/2025

English

What you'll learn

Technology, Terms & Downloads
Exploring the Environment
Creating Data Sources
Creating Datasets in PBIRB
Creating Basic Table Reports
Sorting and Grouping Report Data
Creating Matrix Reports
Creating Expressions
Using Workspaces
Printing, Exporting & Publishing Reports

Course content

14 sections • 40 lectures • 4h 0m total length

Introduction4:15
Explore the Power BI Report Builder interface, create data sources and datasets, build basic table reports with groupings and matrices, and learn printing, exporting, and publishing.

Exploring a Report8:31
Explore the report builder interface, run embedded data reports, and identify data sources, data sets, and data regions to design and publish Power BI reports.
Exploring Row Groups4:00
Exploring Column Groups2:52
Explore column groups in Microsoft 365 Power BI Report Builder, learn how data is summarized by column and row, and compare table and matrix structures through drill-downs.
Publishing a Report to the Service6:38
Learn the distinction between saving a report and publishing it to the Power BI service, including how to sign in, use the publish button, and place reports in my workspace.

Understanding Power BI Service Workspaces5:41
Loading Data into a Workspace8:47
learn to load data into the Power BI service from Excel, publish from Power BI Desktop to a workspace, and access the dataset in Power BI Report Builder.
Creating a Data Source in Power BI Report Builder4:44
Learn to set up a data source in Power BI Report Builder, connect a Power BI data set, and save your report to the Power BI service.

Creating a Dataset in Power BI Report Builder7:55
Observe that in Power BI report builder data set is a query with settings and contains no data. Operate with the service data set, which holds data and is shareable.
Understanding Dataset Properties7:17
Explore how Power BI datasets are queries with optional settings. See how case sensitivity and accent sensitivity, governed by auto, true, or false, affect sorting and grouping for international data.
Understanding Dataset and Data Region Filters7:46
Using Filters at the Service9:56
Filter at the data source level to reduce data transfer and boost performance when handling data sets, as shown with a profit for Sweden dataset containing region, country, and profit.
Using Excel or Text Data9:40

Locating Properties4:05
Explore report properties in Power BI Report Builder by using the properties pane to inspect body, header, and footer properties, and experiment with advanced mode and table components.
Understanding Data Regions5:02
Explore data regions in Power BI Report Builder, including tables, matrices, and lists that accept data from a data set, and learn how to convert between them through properties.
Creating a Table Report Manually3:44
Creating a Table Report with the Wizard4:33
Explore creating a table or matrix in Power BI report builder using the wizard, dragging fields like country, shipper, and salesperson, adding subtotals, and saving as a new report.
Formatting a Report6:21

Creating a Table Report6:42
Creating a Table with Row Groups with the Wizard6:06
Harness the table wizard in Microsoft 365 Power BI Report Builder to create a table with row groups by region and country, format profit as currency with subtotals above.
Editing the Settings Produced by the Wizard4:15
Examine and adjust the wizard-generated settings in Microsoft 365 Power BI Report Builder, including grouping by region, sorting, page breaks, and visibility toggles.
Sorting Data within a Tablix4:17
Creating a Table with Row Groups Manually7:13
Learn how to manually create row groups in Power BI report builder by adding region and country groups, adjusting headers and visibility, and formatting currency for clear grouped tables.

Creating a Matrix with the Wizard5:08
Use the matrix wizard to group data by country as rows and by segment as columns, summing profit with subtotals and grand totals, and save as Arimaa analysis six.
Formatting a Matrix Report4:19
Learn basic formatting of a matrix report: align column headings and numeric fields, apply currency formatting with fewer decimals, bold segments, and add background colors while considering browser color differences.

Requirements

Familiar with Windows basics
Folder navigation and basic file operations
Saving and renaming files
Manipulating windows
Basic text formatting
Basic spreadsheet operations
Basic clipboard operations like copy and paste

Description

Modern day report writing involves creating interactive reports that are published and shared with others within an organization. These reports must be accessible and usable on mobile devices. Microsoft's Power BI Report Builder joins the Power BI platform, along with other products, to deliver this functionality. This course is for beginners who need to learn how to create basic reports. In this course, reports are created, published, and accessed through a browser. The course begins with explanations of the related technology and necessary terminology. The steps for downloading Power BI Report Builder are demonstrated. The Power BI Service is introduced. Several completed reports are examined in order to explore the Report Builder environment and learn where all the necessary features are located. Data Sources are created that connect to several different data sources, including the Power BI Service itself. Datasets, which are essentially queries, are created next. Basic table reports are created and techniques for sorting and grouping follow. Matrices are created after the standard tabular reports are created. A matrix is as close we get to an Excel-style PivotTable in Report Builder. Expressions are like miniature formulae that often use Excel-style functions to produce results. Expressions are one of the most powerful aspects of Report Builder, so expect to see Expressions covered in the Intermediate and Advanced courses as well. Moving back to the Power BI Service, workspaces are examined as the containers for reports. Reports are stored here so that they may be shared with others. Finally, skills for printing, exporting, and publishing reports round out the course.

Who this course is for:

Anyone comfortable in Windows that wants to integrate Power BI into their workflow

Microsoft 365 Power BI Report Builder

What you'll learn

Explore related topics

Course content

Introduction1 lecture • 4min

Technology, Terms & Downloads1 lecture • 6min

Exploring the Environment4 lectures • 22min

Planning Reports2 lectures • 15min

Creating Data Sources3 lectures • 19min

Creating Datasets in PBIRB5 lectures • 43min

Creating Basic Table Reports5 lectures • 24min

Sorting and Grouping Report Data5 lectures • 29min

Creating Matrix Reports2 lectures • 9min

Creating Expressions5 lectures • 28min

Requirements

Description

Who this course is for: