The report opens in Editing view and displays the blank report canvas. In the Select a dataset to create a report dialog box, select your Financial Sample dataset > Create. Still in My workspace, select New > Report. If you don't see the dashboard, refresh your browser. Power BI also automatically created a blank dashboard. Select Local File, browse to where you saved the Financial Sample Excel file, and select Open. In My workspace, select New > Upload a file. If you haven’t signed up, you can do so for free. To get started, sign in to the Power BI service. The Power BI service connects to many data sources, including Excel files that live on your computer. Upload your Excel file to the Power BI service Your Excel worksheet is now ready to load into Power BI. Select a table style to apply to your worksheet. In Excel, on the Home tab, in the Styles group, select Format as Table. Your table should have a header row, but not any columns or rows that display totals. In a flat table, each column contains the same data type for example, text, date, number, or currency. Let’s take a simple Excel file as an example.īefore you can load your Excel file into Power BI, you must organize your data in a flat table. Download the Financial Sample workbook and save it your computer or to OneDrive for Business.Build a report in the Power BI service.
