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How to create Table in PowerBI

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In this blog, we’ll learn How to Create a Table in PowerBI. Firstly, we have to understand what is it and when should we use it.

Introduction to Table in PowerBI

Table: It is a fundamental tool for visualizing data in the form of a grid with rows and columns. This is the best way to compare two or more features using a single visual.

Dataset description

This dataset comprises sales statistics pertaining to a retail enterprise. The information encompasses transactional data, which comprises specific details about products, sales numbers, and customer information recorded over a period of time.

Download the dataset from here.

Column NameDescription
DateThe date on which the sales transaction occurred.
ProductThe name or identification of the product sold.
QuantityThe number of units of the product sold in the transaction.
PriceThe unit price of the product at the time of the transaction.
RateThe rate of the product after applying any discounts.
DiscountThe discount applied to the product during the sale, either in percentage or monetary value.
CustomerThe name or unique ID of the customer making the purchase.
LocationThe geographical location (city, region, or country) where the transaction took place.
Total SaleThe total sales value for the transaction, calculated as Quantity * Rate.
Total ProfitThe total profit generated from the transaction, calculated after deducting the cost of the goods sold from the total sales.
Target SaleThe sales target set for the transaction, which could be used to assess performance against goals.

Sample of Data:

Procedure to create Table in PowerBI

Step1: Open your PowerBI Desktop on your Device

Step2: Click on Get Data button in Home Ribbon and select Text/CSV.

Step3: Open Prompt box will be open to select your text or csv file.

Step4: After selection of dataset, It will pop up a window for Load OR Transform Data. Click on Load to use data on PowerBI.

Step5: In the following picture, data has been loaded successfully.

Step6: Select Table from Visualizations Section (Right Hand Side).

Step7: Here, we’ll put the following data (from Sales) in different fields:

Columns

Location

Target Sale (Sum of Target Sale)

Total Sale (Sum of Total Sale)

There are lots of things like Filters and Format, that can be apply on your visual.

In Visual Section,

  • Style presets 🡪 Minimal
  • Grid 🡪 Horizontal gridlines 🡪 Color = #12239E
  • Column headers 🡪 Text 🡪 Text color = #E6E6E6
  • Column headers 🡪 Text 🡪 Background color = #12239E
  • Totals 🡪 Background color = #0D6ABF

In General Section,

  • Effect 🡪 Background 🡪 color = #000000 (Black)
  • Effect 🡪 Visual border 🡪 color = #118DFF (Blue)
  • Effect 🡪 Visual border 🡪 Rounded corners = 10 px
  • Effect 🡪 Shadow = On

Example:

Insights from the chart

With this table, we create a table view for ‘Sum of Target Sales’ and ‘Sum of Total Sales’ with ‘Location’. Now we can make some comparisons between target sales and total sales by location and also make an overall comparison.

E.g.,

Total Sale: 25375 Total Target: 28030

Conclusion

With a table, we can organize and display data in a structured, grid-like format consisting of rows and columns. Each column represents a different variable, and each row corresponds to a single record or data point. Tables are useful for presenting detailed information, allowing easy comparison and analysis of individual data entries.

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