A typical workflow begins with a business question and ends with a report that helps users make decisions.
Step 1: Understand the business requirement
Before writing a query or designing a report, identify what the business needs to know.
For example, a retail company might ask:
What were total sales this month?
Which category performed best?
How does this month’s revenue compare with the previous month?
Which regions need attention?
These questions determine which tables, fields, calculations, and visualisations are needed.
Step 2: Identify the data source
The required information might be stored in a SQL Server database or another supported database system.
The analyst needs to identify the server, database, tables, relevant columns, and appropriate access permissions.
For a sales report, the data might include order dates, product IDs, quantities, unit prices, customer IDs, and region IDs.
Step 3: Use SQL to retrieve relevant data
Write queries to select the required columns, apply filters, combine related tables, and create useful summaries.
For example, an analyst may join order details with product information to calculate sales by category.
The goal is to retrieve data that answers the business question without unnecessarily including unrelated information.
Step 4: Connect Power BI to the database
In Power BI Desktop, select the appropriate data connector, provide the required connection details, and authenticate using an authorised method.
For SQL Server, Power BI supports Import and DirectQuery modes in supported configurations. The choice depends on data size, freshness requirements, model design, and performance considerations.
Import: Data is loaded into the Power BI model and refreshed according to the configured refresh process.
DirectQuery: Power BI queries the underlying data source when users interact with supported reports, subject to connector and model limitations.
Neither mode is automatically best for every project. The right choice depends on the system and reporting requirements.
Step 5: Clean and transform the data
Use Power Query to address issues such as incorrect data types, unnecessary columns, inconsistent text, and missing values.
For example, dates should be recognised as dates rather than text, and sales amounts should use an appropriate numeric data type.
SQL can handle many transformations before data reaches Power BI. Power Query can handle additional transformations within the reporting workflow. The best place for each transformation depends on performance, maintainability, and the requirements of the project.
Step 6: Create a data model
A report may use multiple related tables, such as Sales, Products, Customers, and Calendar.
Create appropriate relationships between the tables. Check the uniqueness of key columns, relationship direction, and table grain so that calculations return correct results.
A well-designed model helps Power BI calculate totals consistently and supports useful filtering across report visuals.
Step 7: Create calculations and visualisations
Use DAX measures when you need calculations that respond to report filters, such as total revenue, order count, average order value, or year-to-date sales.
Then create visuals that match the business questions.
For example, a line chart can show monthly revenue, while a bar chart can compare sales by category. Slicers can allow users to focus on particular dates or regions.
Step 8: Validate and share the report
Compare the report’s totals with trusted source data or independently checked SQL results. Check for duplicate records, missing dates, incorrect joins, and unexpected totals.
After validation, publish the report to the appropriate Power BI workspace and configure access and refresh settings as required.
Microsoft distinguishes interactive Power BI reports from dashboards in the Power BI service. Reports can contain multiple pages and interactive features, while service dashboards provide a single-page view of selected highlights.