In this Power BI Tutorial, We will discuss what is Power BI Table, Utilization of Power BI Table, How to create and format the table in Power BI.
Also, We will see how to use conditional formatting in Power BI table, Change the Column Width of a Power BI Table and Copy Values from Power BI Tables to Other Applications.
By taking one simple example, I will explain to you how you can use the Power BI Table Visualization.
Power BI Table
Power BI Table is a set of values using a logical series of columns (Represents on Vertically) and rows (Represents on Horizontally). Also, It has contained headers and a row for totals.
In this example, I have a SharePoint List named “Product Details“. This list has four columns as:
- Product Name (Title)
- Product Quantity (Number Data type)
- Product Bill Date (Date Data type)
- Product Sales (Number Data type)
This SharePoint List (Product Details) has many items or products as you can see in the below screenshot:
In this example, here I want to show all the list data and values in the tabular format by using Table visualization. Also, I will format the data by using some Conditional Formatting.
Utilization of Power BI Table
You can use a table for the following reasons:
- If you want to view the data in a tabular format, then you can use Power BI Table.
- It helps to view the numerical data by categories.
- Without using any visual, you can compare the detailed records with others.
How to create a Power BI Table
Before creating a Table in Power BI Desktop, You need to follow some below steps as:
First of all, Open your Power BI Desktop and Sign in with your Microsoft account. Get the SharePoint List from SharePoint Online Site to your Power BI Desktop.
If you want to know how to get the SharePoint List from SharePoint Online Site to Power BI Desktop, then you can refer this link: Get SharePoint List to Power BI Desktop
You can see my Product Details table as shown below:
Here, In Table visualization, I want to add the Title, Product Bill Date, Product Quantity and Product Sales.
When you will select all these columns, it will automatically create a table in the Power BI Desktop page.
You can also create a Table in another way as like below:
In Power BI Desktop, Go to the Visualizations section and Select Table visual as you can see as shown in below:
As I have added those columns in the Table, that’s why it is appearing by default like the above screen.
Format Power BI Table
By using the Format section (Middle one), You can format the table as you want. I have explained some Table formats below:
If you want to give some style to your table, then you can use the Style option and select any style from the drop-down. For this example, As I have selected the style as Alternating rows, that’s why the table looks like below:
Similarly, if you want to provide the grid color, grid thickness of the table and more grid-related things, then you can use the Grid option.
When you will enable the Horizontal or Vertical grid color, then you can provide the color to them.
After providing the grid color to the Horizontal grid, it looks like the below screenshot:
As like, When you will expand the Column headers, then you can provide the style to all the column headers related things.
As I have given to the Font color, Outline, Font family of headers, Headers Text Size, that’s why all the column headers options look like below:
Similarly, In the table, you can change the text size of all rows. For that, Expand the Values option.
By using the Values option, You can give the Table text Font color, Table Text Background color, Text Size, Alternate font color, etc.
Use Conditional Formatting in Power BI Table
Conditional Formatting helps to format the table values in the Visualization pane. By putting some conditions, you can customize all the values like background colors, font colors, Data bars, etc.
This Conditional Formatting has four different types of format options as:
- Background color: It helps to change the background color of particular column values.
- Font color: If you want to provide some color to the font of any column values, then you can use this option.
- Data bars: If you have some positive and negative value in your table and you want to show those values in a bar, then you can use this Data bars option.
- Icons: If your table has any status columns like approved or rejected, then, in that case, you can use different types of icons as per your need.
In this example, I want to provide some background-color to the Product Quantity column.
For that, Go to Fields section and click on the down arrow which is presented on the Product Quantity column.
Also, you can simply right-click or left-click on the Product Quantity column.
Once you will click on the Product Quantity column, then the below screen will appear. Click Conditional formatting and then Background color as shown below.
When you will click on the Background color, then the below screen will appear where you have to provide some color to the column values.
As for this example, I have selected background color for the Lowest value, Center and also for the Maximum value.
When you select the Diverging option, then you can configure an optional Center value. Then click on OK as the below screenshot.
Now you can see the Product Quantity background color is changed as per your given.
Similarly, if you want to show the column value in the data bar, then again click on the column -> Conditional formatting -> Data bars as shown below.
Here, I want to show the Product Sales value in the data bars.
Now the below window will appear where you can provide the color of Positive value and also negative value. Click on OK.
If you will disable the Show bar only option, then all the sales values will display with the data bars.
As in this example, there is no negative value, so it is not displaying the negative bar. In this below screenshot, you can see only the positive bar values.
Change Column Width of a Power BI Table
To adjust a column name in the table, you can change the width of a column as per your requirement.
When you will hover the cursor on the column header, then you can see an adjustable icon will be there to increase and decrease the column width.
Copy Values from Power BI Tables to Other Applications
Suppose you have an Excel file or any other applications and you want to display these table values in the Excel file. In that case, you can copy the value from the table and paste it in the Excel file.
Also, you can copy only the single value and as well as multiple values from the Power BI table.
Copy single value to Other Applications
In Power BI Table, To copy the single value, Select inside the cell which you want to copy.
After selecting the cell, Right-click on the cell and Click on Copy -> Copy value as shown below.
Now you can paste this cell value inside your other applications like Excel, other Power BI Reports, etc.
Copy multiple values to Other Applications
In the same way, To copy the multiple values from the table, Select inside the cell which you want to copy or use Ctrl to select more than one value.
Once you selected all the values, Click on Copy -> Copy Selection as shown below.
Now you can paste these multiple values inside your other applications like Excel, other Power BI Reports, etc.
Also, You may like following Power BI tutorials:
- Power BI Visualizations
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- Get Current Month Sales Report using Power BI Measure
- Get Next Month Sales Report in Power BI
- Export Power BI Reports to Excel
- [Video Tutorial] Create Power BI Dashboard step by step tutorial
- Power BI Data Analysis Expressions (DAX) Tutorial
- Subtraction in Power bi using DAX
- DAX Filter function (Text column) in Power BI
- Microsoft Power BI Error: This content isn’t available
Hence in this Power BI Tutorial, We discussed what is Power BI Table, Utilization of Power BI Table, How to create and format the table in Power BI.
Also, We saw how to use conditional formatting in Power BI table, Change the Column Width of a Power BI Table and Copy Values from Power BI Tables to Other Applications.
I am Bijay a Microsoft MVP (8 times – My MVP Profile) in SharePoint and have more than 15 years of expertise in SharePoint Online Office 365, SharePoint subscription edition, and SharePoint 2019/2016/2013. Currently working in my own venture TSInfo Technologies a SharePoint development, consulting, and training company. I also run the popular SharePoint website EnjoySharePoint.com
With the help of Power BI visualization makes it easy to understand the story behind every process and data; and eases things for everyone in the organization to make effective use of such visually compelling data. Leveraging such visualized analytics and reports help businesses to understand where to improve, how to sustain things in the organization, and steps to be taken to eventually improve business outcomes in an easy manner.
please share data sets for us to practice