Your First Report

Let's Build Your First Report

We'll create a simple sales dashboard with 3 visuals.

Step 1: Get Sample Data

1. Open Power BI Desktop
2. Go to Home > Get Data > Samples > Financial Sample
3. Click Load

Your data appears in the Fields pane on the right.

Step 2: Create a Bar Chart

1. Click Clustered Bar Chart in Visualizations pane
2. Drag Product to Y-axis
3. Drag Sales to X-axis

You just created your first chart!

Step 3: Add a Pie Chart

1. Click empty space on canvas
2. Click Pie Chart
3. Drag Country to Legend
4. Drag Sales to Values

Step 4: Add a Card (Total Sales)

1. Click empty space
2. Click Card visual
3. Drag Sales to Fields

This shows total sales as one big number.

Step 5: Add a Slicer (Filter)

1. Click Slicer visual
2. Drag Segment to Field
3. Click any segment to filter all visuals

Step 6: Arrange & Save

• Drag visuals to position them
• Resize by dragging corners
• File > Save As → name it "My First Report.pbix"

What You Built

Try This

Click on any bar in your chart - notice how other visuals update. This is called cross-filtering.

You just built your first Power BI dashboard! Save it and experiment with different chart types.