How to Create a Power View Report

Step 1: Import the Data

1. Open Microsoft Excel
2. Prepare or import your dataset. Here we’ll be using this dataset with headers: “Product,” “Sales Date,” “Region,” “Category,” and “Sales Amount.”

Step 2: Create a Pivot Table

1. Select any cell within the data range.
2. Go to the “Insert” tab in the Excel ribbon.
3. Click on “PivotTable” in the “Tables” group.
4. In the “Create PivotTable” dialog box, make sure the correct data range is selected, and choose whether to place the PivotTable in a new worksheet or an existing one.
5. Click “OK” to create the Pivot Table.

Step 3: Design the PivotTable

1. In the PivotTable Fields pane on the right, drag and drop “Region” into the “Rows” area and “Category” into the “Columns” area.
2. Drag and drop “Sales Amount” into the “Values” area. By default, it should be summarized as “Sum of Sales Amount.”

Step 4: Create a PivotChart

1. Click anywhere within the PivotTable to activate the “PivotTable Tools” in the Excel ribbon.
2. Go to the “Analyze” tab.
3. Click on “PivotChart” in the “Tools” group.
4. Choose the type of chart you want to create (e.g., Column chart, Bar chart, Line chart, etc.). Let’s choose a Clustered Column chart for this example.

Step 5: Power View Sheet Created

Excel will now create a new sheet in your workbook. This table is the basis of the Power View report. Here you can create interactive visualizations, charts and elements that effectively communicate your information.

• Fields pane: To the right of the Power View page, you’ll see the Fields pane. This panel displays all available fields in your dataset. You can use these fields to create visualizations.
• Visualizations: Start by dragging fields from the Fields pane onto the Power View page. Excel recommends appropriate visualizations based on the data types you select. For example, if you drag a date field and a number field, Excel may suggest a line chart.
• Customization: Use the Design tab on the Power View ribbon to format and customize visualizations. You can edit fonts, apply color schemes, add titles and customize various aspects of the visual.

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