This section sets out the simple steps that will help you to start making reports from data held in your SharePortals application. It’s not our intention to deliver an in-depth Power BI report-writing tutorial, but rather a guide to connecting to your data, finding the specific kinds of information that you want, and basic manipulation of the data so that you can use it in a report.

Why Use Power BI?

With Power BI, you can create custom reports for sales insights, staff activity, and drill down from high level graphs to fine detail. Power BI effortlessly provides export to other formats such as Excel, PowerPoint, and PDF.

First Steps

In order to start creating reports using Power BI, you will need to either have installed Power BI Desktop Edition, or be using Power BI online. In the examples shown in this guide, we will be using Power BI Desktop edition for Windows.
At time of writing, Microsoft Power BI Desktop can be downloaded here.


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