In this article, we’ll see how to get started if you want to build a report of your own.
In many cases, the fixed reports will provide the answer you need, however, there may be times when a new 'User-created' report is required. For example, you may have custom user fields against which you want to build a matrix visualisation, or perhaps there are some key measures available in a dataset that you want to put the front of your own report dashboard.
Watch the video or follow the steps below:
Steps to create a new report
- Select 'Reports' from the global navigation (if you don't see this tab, contact your LMS administrator to give permission to access Reports and Analytics):
- Select 'New report':
- Select the dataset to use for this report
- Select 'Open dataset'. The report-building interface opens:
- We recommend that the report is saved before continuing, in case a break in your internet connection causes work to be lost
Discover more about User-created reports
For a hands-on learning experience, explore our Deep dive courses in The Academy, and watch as Gary builds reports from scratch to meet specific briefs.
If you prefer to start at the beginning, check out Get Started: Reporting and Analytics with Power BI. You'll begin with Power BI’s top five features, then dive deeper into each one with step-by-step guidance.
Need quick answers? Check out our FAQ, Reporting and Analytics with Power BI, packed with 100+ common questions and in-depth resources. You can also join our regular Ask Me Anything: Reporting live events, to ask your question directly to a Power BI expert. Search PWRFAQ in The Academy for real-world use cases, examples, and scenarios with User-created reports.
Don't have your Academy account yet? Contact your Customer Experience Manager or the Support Team to sign up today.