How to Summarize Data in Power BI
- George Apostolov
How to Summarize Data in Power BI: step-by-step guide
Launch your Power BI Desktop and click 'Blank report'.
Select a data source to add to your report.
On the right, in the 'Visualizations' pane, click the 'Table' icon to summarize data in Power BI.
Check the boxes next to the fields you want to show in the table.
Once satisfied, click the save icon to save changes.
Quick answer: To summarize data in Power BI Desktop, launch the app and click Blank report. Select a data source, open the Visualizations pane, and click the Table icon. Check the boxes next to the desired fields to show in the table, then click the save icon to save your changes.
About this Power BI tutorial
Summarize data in Power BI by selecting a data source, adding a table visualization, choosing your fields, and saving your report. This guide shows how to summarize Data in Power BI in 5 steps, starting with "Launch your Power BI Desktop and click 'Blank report'" and finishing with "Once satisfied, click the save icon to save changes". The interactive demo above is a click-through copy of the real Power BI interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to summarize Data in Power BI?
5 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Power BI data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Power BI. Related guides: How to Transfer Power BI Reports to PowerPoint, How to Treat Power BI as a PPT and How to Turn On Row Level Security in Power BI. Last reviewed 05 Oct 2026.
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