fbpx

Introduction to the Power BI service

Introduction to the Power BI service

This unit explores the Power BI service and shows how it can help you turn your business intelligence data into data insights.

The following are the tasks that you will complete in this module:

  1. Upload reports
  2. Create dashboards
  3. Ask questions of your data
Long-Story-About-Power-BI-5-Explore-data-1-Introduction-to-the-Power-BI-service-01

Video: Introduction to the Power BI service

The Power BI service is the natural extension of Power BI Desktop, and you can use its features for uploading reports, creating dashboards, and asking questions of your data by using natural language. Additionally, you can use the service to set data refresh times, share data with your organization, and create customized service packs.

Sign in to the Power BI service

Before you can sign in to Power BI, you’ll need an account. To get a free trial, go to app.powerbi.com and sign up with your email address.

For detailed steps on setting up an account, see Sign in to Power BI service

Posted in Uncategorized

Page layout and formatting

Page layout and formatting

Power BI Desktop gives you the ability to control the layout and formatting of your report pages, such as size and orientation.

Video: Format reports

Use the Page View menu from the View tab to change the way that your report pages scale. The available options include Fit To Page (default), Fit To Width, and Actual Size.

Long-Story-About-Power-BI-4-Use-visuals-data-8-Page-layout-and-formatting-01

You can also change the page size. By default, the report page size is set to 16:9. To change the page size, make sure that no visuals are selected, select the paintbrush icon on the Visualizations pane, and then select Page Size to expand that section.

Long-Story-About-Power-BI-4-Use-visuals-data-8-Page-layout-and-formatting-02

Options for page size include 4:3 (more of a square aspect ratio) and Dynamic (the page will stretch to fill the available space). A standard letter size option is available for reports as well. You might need to resize your visuals after changing the page size to ensure that they’re completely on the canvas.

You can specify a custom page size, setting the size by inches or pixels, and you can also change the background color of the entire report.

Another option is to select Cortana, which sizes the report so that it can be used as a result for searches that use Cortana.

Add static elements

Along with data-bound visuals, you can also add static elements such as text boxes, images, and shapes to improve the visual design of your reports. To add a visual element, select Text BoxImage, or Shapes from the Home tab.

Video: Add a visual element

Long-Story-About-Power-BI-4-Use-visuals-data-8-Page-layout-and-formatting-03

You can display large titles, captions, or short paragraphs in Text boxes, which can also include links and URLs.

Selecting Image will open a file browser where you can select the image from your computer or other networked source. By default, resizing an image in your report will maintain its aspect ratio.

You can insert five types of Shapes, including rectangles and arrows. Shapes can be opaque or transparent with a colored border. The latter is useful for creating borders around groups of visualizations.

Manage how elements overlap

When you have several elements on a report, Power BI lets you manage how they overlap with each other. This ordering of layers is known as the z-order.

Video: Manage the z-order of elements

To manage the z-order of elements in a report, select an element and use the Bring forward and Send backward buttons on the Visual tools tab.

Long-Story-About-Power-BI-4-Use-visuals-data-8-Page-layout-and-formatting-04

Reuse a report layout

Individual pages of a report can be complex, with multiple visualizations that interact in specific ways and have precise formatting. Occasionally, when building a report, you might want to use the same visuals and layouts for two different pages. For example, if you’ve just put together a report page on gross revenue, you might want an almost identical page on net revenue.

Recreating all your work would be difficult, but with Power BI Desktop, you can duplicate a report page.

Right-click the tab that you want to copy and then select Duplicate Page.

Long-Story-About-Power-BI-4-Use-visuals-data-8-Page-layout-and-formatting-05

For more information, see Tutorial: Adding formatting options to a Power BI custom visual

Posted in Uncategorized

Edit tile details and add widgets

Edit tile details and add widgets

After you’ve built a dashboard, you can format your tiles in the Power BI service.

Video: Edit tile details

To modify a tile, hover over and select the ellipsis to see the choices that are shown in the following screenshot.

Long-Story-About-Power-BI-5-Explore-data-8-Edit-tile-details-and-add-widgets-01

Select the pen icon to open the Tile details pane. From this pane, you can change the tile’s TitleSubtitle, or include its last refresh time.

Long-Story-About-Power-BI-5-Explore-data-8-Edit-tile-details-and-add-widgets-02

By default, when you select a dashboard tile, you’re redirected to the report from which it originated. To change this behavior, use the Set custom link field on the Tile details pane. One popular use of this feature is to redirect users to the organization homepage when they select a logo image.

Add images and text to your dashboard

You can also add tiles that contain images, online videos, text boxes, or web content. When you select the Add tile link in the upper-left corner of a dashboard, the Add tile dialog box appears.

Long-Story-About-Power-BI-5-Explore-data-8-Edit-tile-details-and-add-widgets-03

When you add a text box, for example, a Tile details pane appears on the right side, where you can edit details. A section is also available for you to define or modify the tile content, such as a rich text editor for a text box.

With tiles and the ability to edit details, you can customize your dashboard and make it appear how you want.

For more information, see Edit or remove a dashboard tile

Posted in Uncategorized

Get more space on your dashboard

Get more space on your dashboard

After you’ve built a dashboard, you can format your tiles in the Power BI service.

Video: Edit tile details

To modify a tile, hover over and select the ellipsis to see the choices that are shown in the following screenshot.

Long-Story-About-Power-BI-5-Explore-data-8-Edit-tile-details-and-add-widgets-01

Select the pen icon to open the Tile details pane. From this pane, you can change the tile’s TitleSubtitle, or include its last refresh time.

Long-Story-About-Power-BI-5-Explore-data-8-Edit-tile-details-and-add-widgets-02

By default, when you select a dashboard tile, you’re redirected to the report from which it originated. To change this behavior, use the Set custom link field on the Tile details pane. One popular use of this feature is to redirect users to the organization homepage when they select a logo image.

Add images and text to your dashboard

You can also add tiles that contain images, online videos, text boxes, or web content. When you select the Add tile link in the upper-left corner of a dashboard, the Add tile dialog box appears.

Long-Story-About-Power-BI-5-Explore-data-8-Edit-tile-details-and-add-widgets-03

When you add a text box, for example, a Tile details pane appears on the right side, where you can edit details. A section is also available for you to define or modify the tile content, such as a rich text editor for a text box.

With tiles and the ability to edit details, you can customize your dashboard and make it appear how you want.

For more information, see Edit or remove a dashboard tile

Posted in Uncategorized

Introduction to content packs, security, and groups

Introduction to content packs, security, and groups

Likely, you will want to share your reports and dashboards with your coworkers and friends at some point. With Power BI, publishing and sharing your reports and dashboards is straightforward.

Tasks in this module:

  1. Publish reports
  2. Print and export reports
  3. Build apps
  4. Integrate with OneDrive
  5. Publish to the web
Long-Story-About-Power-BI-6-Publish-and-share-1-Introduction-to-content-packs-security-and-groups-01

Video: Introduction to publishing reports

Share and collaborate with colleagues in Power BI

Power BI offers various ways of sharing and collaborating with colleagues on your dashboards, reports, and data including:

  1. Publish your reports from Power BI Desktop to the Power BI service.
  2. Create Apps that package a dashboard, report, and dataset to send to your colleagues, who can use the content pack as a starting point and further enhance it.
  3. Create Groups, which you can use as a security model to identify a subset of users who have access to dashboards, reports, and datasets that you create.
  4. Publish to the web so that live reports can be embedded in a webpage.
Posted in Uncategorized

Publish to web

Publish to web

In this lesson, you’re going to share a Power BI report on a webpage or share it through email. This feature of Power BI is often referred to as Publish to web.

Video: Publish reports to web

In the Power BI service, select the report that you want to share so that it’s displayed on the canvas. Then from the menu, select File > Publish to web. A dialog box will appear, explaining that you’ll receive an embed code that will allow you to include the report on a website or in an email.

Long-Story-About-Power-BI-6-Publish-and-share-9-Publish-to-web-01

When you select Create embed code, Power BI presents another dialog box stating that you’re about to share your data with everyone on the Internet. Verify that sharing publicly is acceptable before moving ahead.

Power BI presents a dialog with two links:

  • A link that you can share in an email, which shows the report as a webpage
  • HTML code (a link plus within an iframe) so that you can embed the report directly into a webpage

For the HTML link, you can choose from predefined sizes for the embedded report, or you can modify the iframe code and customize its size.

You can paste the email link into a browser and see your report as a webpage. You can interact with that webpage just as you would if you were viewing the report in Power BI. The following image shows a Publish to web page when its link was copied directly from that dialog box into a browser.

Long-Story-About-Power-BI-6-Publish-and-share-9-Publish-to-web-02

You can also embed that iframe link into a blog post, website, or Sway.

If you want to delete an embedded code that you created, Power BI can help. In Power BI, select the gear icon in the upper-right corner and then select Manage embed codes.

The Power BI workspace shows the embed codes that you’ve created.

For more information, see Publish to web from Power BI

Posted in Uncategorized

Integrate OneDrive for Business with Power BI

Integrate OneDrive for Business with Power BI

You can use your Power BI and Office365 groups to collaborate and share by using Microsoft OneDrive for Business.

Video: Use data from Microsoft OneDrive

OneDrive for Business is a potential storage location for your Power BI content that provides version history. You can share your files with an Office365 group to enable several people to work on the same Power BI or Excel files.

Long-Story-About-Power-BI-6-Publish-and-share-8-Integrate-OneDrive-for-Business-with-Power-BI-01

To connect to a PBIX (Power BI Desktop) file on OneDrive for Business, sign in to the Power BI service and select Get Data. Under Create new content, select Files, and then select OneDrive – Business. Highlight the file and then select Connect.

Long-Story-About-Power-BI-6-Publish-and-share-8-Integrate-OneDrive-for-Business-with-Power-BI-02

Your content appears on the left-hand side navigation bar. File changes on the OneDrive for Business page will automatically reflect in the Power BI environment and will be recorded in the version history.

For more information, see Connect to files stored in OneDrive for your Power BI app workspace

Posted in Uncategorized

Use apps

Use apps

In this lesson, you will create an instance of an app for everyone in a group.

Video: Use apps

Start in My Workspace, select the group that you previously created, select My Organization to browse your content packs, and then connect to your app.

Long-Story-About-Power-BI-6-Publish-and-share-7-Use-apps-01

Power BI imports the dashboards, reports, and datasets that are in the app.

When you select the dataset, Power BI asks if you want to personalize the app. Create a copy of the app that you can use to make changes to yet keep it disconnected from the published version of the app. By creating a copy, you won’t automatically receive updates if the app creator makes changes to the published version of the app. You can edit the dashboard, the report, and even the dataset if you want.

Long-Story-About-Power-BI-6-Publish-and-share-7-Use-apps-02

Update apps

To edit an app that you created previously and see how other people use your app, start in the Power BI Service in My Workspace. Anytime that you make changes to the dashboard, you’ll get a reminder that you’ve changed something that you’ve shared with others in an app. Power BI will prompt you to update the shared version.

Long-Story-About-Power-BI-6-Publish-and-share-7-Use-apps-03

Return to the settings icon and select View app to see the apps that you’ve already published. When you select Edit, you’ll return to the screen where you can edit the title and description. This time, the screen includes an Update button.

Long-Story-About-Power-BI-6-Publish-and-share-7-Use-apps-04

Power BI processes those changes and publishes the updated app to the app gallery. Anyone who has connected to your app will receive a message that the app has changed, and they will have the option to accept the changes or to keep the older version. As the app owner, you can manage the versions that your colleagues are using.

For more information, see Change your published app

Posted in Uncategorized

Build apps

Build apps

In this lesson, you will create an app with artifacts that already exist in Power BI, and then you will share the app with colleagues.

Video: Build apps

Start in the Power BI service. In My Workspace, you will create an app that includes your dashboard, the report underneath, and the dataset. Then, you will share the app with people in your organization so they can reuse the artifacts. In the workspace list view, decide which dashboards and reports you want Included in app.

Select the Publish app button in the upper right to start the process of creating and publishing an app from the workspace.

Long-Story-About-Power-BI-6-Publish-and-share-6-Build-apps-01

On Setup, fill in the name and description to help people find the app. You can set a theme color to personalize it. You can also add a link to a support site.

Choose whether to distribute the app to specific people or to groups, and then give the app a title. Provide a detailed description in the Description box so that people know what your app provides.

Long-Story-About-Power-BI-6-Publish-and-share-6-Build-apps-02

On the bottom of the dialog box, you can upload an image for the app and then select the dashboard to include in the app. When you publish, the app is added to the organization’s content gallery.

For more information, see Publish an app in Power BI

Posted in Uncategorized

Create workspaces in Power BI

Create workspaces in Power BI

In this unit, you will create a group that defines a set of users who have access to specific dashboards, reports, and data.

Video: Create workspaces

Workspaces are places to collaborate with colleagues to create and refine collections of dashboards, reports, and paginated reports. There are two types of groups in Power BI:

  • Classic workspaces – groups are based on the groups in Office 365. If you’ve been using Office 365 groups to manage your group’s email, calendar, and documents, then you’ll find that Power BI offers the same features. When you create a group in Power BI, you’re actually creating an Office 365 group.
  • New workspaces – are now the default workspace in Power BI. -Assign workspace roles to user groups: security groups, distribution lists, Office 365 groups, and individuals.
  • Create a workspace in Power BI without creating an Office 365 group.
  • Use more granular workspaces roles for more flexible permissions management in a workspace.
  • The Power BI admin can control who can create workspaces in Power BI

Setting up a new workspace

In Workspace settings in the admin portal, admins can use the Create workspaces (new workspace experience) setting to allow everybody or nobody in an organization to create new workspace experience workspaces. They can also limit creation to members of specific security groups.

Long-Story-About-Power-BI-6-Publish-and-share-5-Create-workspaces-in-Power-BI-01

Setting up a classic workspace

Imagine setting up a new finance group. Start in My Workspace with the dashboards, reports, and datasets that you’ve created or that someone has shared with you.

Expand My Workspace and select Create a group.

Long-Story-About-Power-BI-6-Publish-and-share-5-Create-workspaces-in-Power-BI-02

Give the group a name, for example, Finance. Power BI makes sure that the name doesn’t exist on the domain.

Long-Story-About-Power-BI-6-Publish-and-share-5-Create-workspaces-in-Power-BI-03

Set the privacy level by deciding whether anyone in your organization or only its members can see the contents of the group.

In the Create a group dialog box, type email addresses, security groups, and distribution lists. Select Add to make the set of users members of the group, and then select Save to save the group.

For more information, see Create classic workspaces in Power BI  and Organize work in the new workspaces in Power BI

Posted in Uncategorized

"The purpose of a business is to create a customer who creates customers" — Shiv Singh

Our reference list:

Liked our service? Start a project with us.