Campaign Summary

 Start Power BI Desktop.

   

While opening the application within blank canvas, to create visuals and reports from data to which you connect.

 

  

 

First step, connect to data, from the Home ribbon select Get Data.

 

 

select Excel from the Get Data window, then select the Connect button.

 

To provide the location of the Excel file. So we select that file, and then Open.

 

 

This shows the available data in the file using the Navigator window and  select Load to import the data into Power BI Desktop.

 

After loading the tables, the Fields pane shows you the data. we can expand each table by selecting the triangle beside its name.

 

 

Select  Quarter, Sourced Revenue & Assisted Revenue columns from the Compaign Summary table, or drag it onto the report canvas.

 

Select the required fields: Type, Campaign Cost, Campaign Target, Opty_Revenue & Booked Revenue.

 

 

Select the required fields: Campaign & Booked Revenue.

 

 

Select the required fields: Quarter, Type & ROI.

 

 

 

Create visuals:   Drag the fields onto the report to create visuals. A visual is a graphic representation of the data in your model. The following visual shows a simple column chart.

 

 

To create or change a visual, just select the visual icon from the Visualizations pane. 

 

 

Create reports:  A collection of visuals, in one Power BI Desktop file, is called a report. 

A report can have one or more pages, just like an Excel file can have one or more worksheets.