Reporting FAQs - How to Create Your Own Reports


This article outlines the steps to follow to create your own reports. Bud recommends the following when doing so: 

  • Use the Data Warehouse Matrix table when creating reports to help identify if there are existing relationships between data tables that make them compatible
  • Use the Data Dictionary to help find key tables and fields for your data points 
  • Save your bespoke reports as a separate file, so you always keep a master copy of the Bud prebuilt reports (just in case you need to revert back)

How to: Create Your Own Reports

In the Power BI Desktop report view, you can build visualisations and reports. As highlighted in the image below the report view has six main areas, each of which is described in more detail beneath the image. 


Building Reports:

1. The ribbon at the top, displays common tasks associated with reports and visualisations.

2. The canvas area in the middle, where visualisations are created and arranged.

3. The pages tab area at the bottom, lets you select or add report pages.

4. The filters pane, where you can filter data visualisations.

5. The visualisations pane, where you can add, change, or customise visualisations, and drill through.

6. The fields pane, which shows the available fields in your queries. You can drag these fields onto the canvas, the filters pane, or the visualisations pane to create or modify visualisations.


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