Define Tables in Power BI Reports

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You may define a table as a grid containing related data in a logical series of rows and columns. Also, it may contain headers and a row for totals. Tables work well with quantitative comparisons when you’re required to analyze many values for one category. 

When to use a Table?

  • Firstly, to see and compare detailed data and exact values (instead of visual representations).
  • Secondly, to display data in a tabular format.
  • Lastly, to display numerical data by categories.

How to create a table?

  • Firstly, from the Fields pane, select Item > Category. Note, Power BI creates a table automatically listing all the categories.
  • In the second step, select Sales > Average Unit Price and Sales > Last Year Sales
  • Then select Sales > This Year Sales and select all three options: ValueGoal, and Status.
  • Now, in the Visualizations pane, locate the Values well and select the values until the order of your chart columns matches the first image on this page.
  • Lastly, drag the values in the well if needed. 

Formatting the Tables

Indeed there are many ways to format a table, so open the Format pane (paint roller icon ) and explore

  • At first, use the formatting the table grid. Then add a blue vertical grid, add space to the rows, and increase the outline and text size.
  • Then for the column headers, change the background color, add an outline, and increase the font size.
  • Further, you can apply formatting to individual columns and column headers. Begin by expanding Field formatting and selecting the column to format from the drop-down. 

Conditional Formatting

Conditional formatting is defined as one kind of formatting tables. Moreover, Power BI can apply conditional formatting to any of the fields that you added to the Values well of the Visualizations pane. Now, with conditional formatting for tables, you may also specify icons, URLs, font colors in cell values, and gradient colors. The steps to perform conditional formatting are –

  • Firstly, in the Format pane, open the Conditional formatting card
  • Secondly, select a field to format, and turn the slider for Background color to On.
  • Then , to change the default colors, select Advanced controls. But if you are selecting the Diverging option, you can configure an optional Center value as well.
  • Next, add a new field to the table that has both positive and negative values. Select Sales > Total Sales Variance.
  • Further, add data bar conditional formatting by turning the Data bars slider to On.
  • Now, to customize the data bars, select Advanced controls. In the dialog that appears, set colors for Positive bar and Negative bar, select the Show bar only option.
  • Lastly, Select OK and Add visual cues to your table with conditional icons

For Details: Define Tables

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