#Power bi summarize example download

On the Transform tab, select Format, then select UPPERCASE. We want to make the segments easier to see in the chart later, so let’s format the Segment column. It doesn’t make sense to have 0.2 or 0.5 of a unit sold, does it? So let’s change that to whole number. In this case, the units sold are in decimal form. The top data cleaning step users do most often is changing data types. Choose Replace current to change the column type. On the Transform tab, select Data Type, then select Whole Number.

Select the Financials table, and choose Transform Data. As you do each transformation, you see it added to the list under Query Settings in Applied Steps To make the visualizations easier to read later, we do want to transform the data now. If you need to make changes, transform your data before loading. The Navigator provides a preview of your data so you can verify that you have the correct range of data. In Navigator, you have the option to transform or load the data. Navigate to where you saved the sample workbook, and select Open.In the Data section of the Home ribbon, select Excel.

#Power bi summarize example download

Download the Financial sample Excel workbook.

You can also download the sample workbook directly. If you've landed on this tutorial from Power BI Desktop, go ahead and choose Load data. When you open Power BI Desktop, select Try a sample semantic model from the blank canvas. You can get the data for this tutorial using one of two methods.

If you're planning to publish your report to the Power BI service and you aren't signed up yet, sign up for a free trial.

Before you start, you need to download Power BI Desktop.

Publish your report to the Power BI service so you can share it with your colleagues.

Build a report with a title, three visuals, and a slicer.

Prepare your data with a few transformations.

Download sample data two different ways.