Power BI – How to do?

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This page updates on daily basis; based on my research and findings. So keep exploring it. I try to find all the source scattered across the internet and bring it into one place for our life to make it easy. This is like a reference page to me.

Power BI transforms your company’s data into rich visuals for you to collect and organize so you can focus on what matters to you. Stay in the know, spot trends as they happen, and push your business further.

Don’t have an account? Sign in to Power BI.  You can try out the new Power BI Preview for free.

To understanding the building blocks that make up Power BI Preview

basic concepts 1

  1. Navigation pane
  2. Dashboard with tiles
  3. Q&A question box
  4. Help and Feedback buttons
  5. Dashboard title
  6. Power BI Preview Home button
  7. Power BI version

Why do people create dashboards?  Here are just some of the reasons:

  • to see, in one glance, all the information needed to make decisions
  • to monitor the most-important information about their business
  • to ensure all coworkers are on the same page, viewing and using the same information
  • to monitor the health of a business or product or business unit or marketing campaign, etc.
  • to create a personalized view of a larger dashboard — all the metrics that matter to me

Connecting to data sources through Power BI is an easy way to get analytics and insights on data that is important to you. When connecting to data sources through Power BI, there are some things to consider across all sources:

  • Ensure you have a valid account and credentials ready
    Power BI connects to these data sources on your behalf. These connections require valid accounts that meet the requirements of the specific data source. Please check the individual “Connect to…” pages for information on each of the data sources.
  • Disable Pop-up blocker in your browser
    Some of the data source log-in flows require popping up additional dialogs. Please ensure you have pop-ups disabled before connecting to the sources, so that you can complete the authentication flow correctly.
  • Performance will depend on the data source
    Each of the data sources may have different connection methods and therefore different performance. The performance will also depend on the size of your account and data. The more data you have the longer loading and refreshing may take.
  • Each source may have a different refresh schedule
    The refresh schedule is automatically configured for these sources but many of them can be reconfigured if necessary. Select “schedule refresh” on an imported data set to learn more about the refresh schedule for a specific source.
  • Each data source is a little different
    Some of the data sources may have additional requirements, please review the individual “Connect to…” pages for specific details on the data sources you’re trying to connect to.
  • Be careful not to overwrite data sources

3 major building blocks of Power BI Preview are:

  1. Dataset
    • dataset is something that you connect to. Use Power BI Preview to bring all of your data together. See it all in one place and access it from all of your devices.Datasets
    • Get data for Power BI: Dashboards, reports, and datasets are at the heart of Power BI Preview. Power BI Preview provides “out of the box” connectivity to a number of popular SaaS applications.  Connecting to these SaaS applications requires an existing subscription to that application.
    • To establishing a data connection, Power BI  Preview provides pre-built dashboards and reports for each of these applications. Connect to or import datasets from a variety of sources. 
    • ONE dataset…
      • can be used over and over.
      • can be used in many different reports.
      • Visualizations from that one dataset can display on many different dashboards.
  2. Dashboards
    • It is a single canvas that contains one or more tiles. Each tile displays a single visualisation that was created from the data in the underlying dataset(s).
    • ONE dashboard…
      • can display visualizations from many different datasets
      • can display visualizations from many different reports
  3.  Reports
    • A Power BI Preview report is one or more pages of visualizations (charts and graphs).  Reports can be created from scratch within Power BI Preview or can be imported with datasets and with shared dashboards.
    • ONE report…
      • can be associated with multiple dashboards (tiles pinned from that one report can appear on multiple dashboards).
      • can be created using data from one dataset. (the slight exception to this is that Power BI Designer can combine more than 1 dataset into a single report and that report can be imported into Power BI Preview)

Power BI Designer puts visual analytics at your fingertips with intuitive report authoring. Drag-and-drop to place content exactly where you want it on the flexible and fluid Designer canvas. Quickly discover patterns as you explore a single unified view of linked, interactive visualisations. Click here to download it.

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