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opened by Power BI, where data transformation data after it has been imported into the Power
and formatting occur. See the screenshot “Export- BI desktop application. The third icon on the left
ing Report to Excel.” is the Relationships View, which shows tables
In Step 3, open the Power BI Desktop, select and columns, allowing the user to view and create
Get Data from the Ribbon (indicated by the top relationships in the current model.
red arrow in the screenshot “Opening Power BI With the Report View highlighted, click Get
Desktop”), and open the “Transaction Detail by Ac- Data and select Excel from the options shown in
count” Excel file exported from QuickBooks. the “Opening Power BI Desktop” screenshot.
Before we continue, please note the icons for Next, select the file name of the previously saved
the three view modes of the Power BI Desktop on QuickBooks exported file. Power BI establishes a
the left gray bar (as shown in the “Opening Power connection with the exported file containing the
BI Desktop” screenshot). The top icon in the left data. Check the box next to the “Transaction Detail
gray bar is the Report View, which allows users to by Account” worksheet containing the data to be
create reports with visualizations. The middle icon analyzed (see the left red arrow in the screenshot
is the Data View, enabling users to see and explore “Transaction Detail by Account”).

Transaction Detail by Account

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