Once you have the file, follow these steps to turn it into a report:
: Detailed columns for Gross Sales, Discounts, COGS (Cost of Goods Sold), and Profit. Timeline : Sales data spanning several months and years. How to Use the Sample in Power BI download the financial sample excel workbook for power bi
The workbook contains a single, clean table titled "financials" that includes: : Government, Midmarket, Enterprise, etc. Once you have the file, follow these steps
: Inside Power BI Desktop, navigate to the Help tab in the ribbon, click Examples , and then select Sample dataset . What’s Inside the Workbook? : Inside Power BI Desktop, navigate to the
: Once loaded, drag fields from the Fields pane onto your canvas. Try dragging Sales and Date to create a line chart, or Profit and Segment to see which market is most lucrative. Why Start with This Sample?
: You can grab the raw .xlsx file directly from the official Microsoft Learn documentation .
: In Power BI Desktop, go to Home > Excel workbook , select your downloaded file, and click Open .