Join Gini von Courter for an in-depth discussion in this video Explore the Power BI Service, part of Power BI Pro Essential Training.
- [Voiceover] I have the retail analysis sample loaded in Power BI, let's spend a few moments looking at the interface. On the left hand side, we have my workspace, I have a search box which would allow me to look for my content. Below that there's a filter, which allows me to show all content, contend I created only, or content that was shared with me. By default it's set on all content. Dashboards, we have three so far. If I want to add another dashboard, there's a plus button to create one.
Reports, I currently have one. Datasets, again, we know how to add datasets, including using the get data button. On the right hand side we have a filter area that is similar, and I can click to expose the filter, by default this is hidden. At the top of my report I have a tool bar. I have the ability to save a copy of the report, to publish a report for public access, to print a report.
I can decide how I'd like to view this, either fit to the page, fit to width or show it actual size. I can switch to the report editor, and if I do then I'll have tools that will allow me to edit the report, we'll be looking at these later. And of course then I get a new tool bar with the tools that I would need to be able to edit this. This report has multiple pages, at the bottom I have page tabs for pages one, two, three, and four, and when I'm in the report editor, the ability to add yet another page to this report.
I often have a refresh button so that I can refresh the data in my report, whether I'm looking at this in the editor, or simply viewing the report, and in the same way that I can edit reports, I can also work with my datasets. When I click on datasets, now I'm in the dataset editor. If I click on my dashboard, I see the dashboard, and I always have the ability to do some basic editing, like adding a tile here, for example.
We return to our report, let's look at the tool bar across the top, first the far left we have the waffle, which lets me access all of my applications that I have available based on my subscription to Office 365, to Sharepoint, and other tools, this is part of the same family. The name of the particular piece of content I'm looking at, and you'll need to know whether you're looking at a reporter, a dashboard, or a dataset, which is very easy to tell the difference when you've worked with this just a little bit, but there's nothing here that says report.
However, you can look to the left and see that it's a report in the navigation area. You have the ability to receive notifications, to quickly switch this to full screen mode, and I can hit escape to get back. I can change settings for Power BI here, I can download hover BI desktop, which we did earlier, or mobile, or Power BI mobile apps, Power BI publisher and so on, we've worked with this area previously, there's my help button, feedback button, the ability to sign out if I wish.
The toolbar below this is specific to reports, and we will work with this tool bar more when we are working with the report editor. If I want to gain more space, I can hide the Nav pane simply by clicking here on the bar, and I can click again to bring it back. The different sections in the navigation pane are collapsible, and if I have many many dashboards and many reports, you might want to collapse the dashboards in order to move the reports forward up in the list.
My workspace is also a drop down, I have some choices about things I can do, for example create a new group in my workspace, and that is how our BI group, our Office 365 group, essentially, and then I can then share information with. Lots of moving parts, however, very easy to work with and very easy to navigate within the data sets, the reports, and the dashboards.
In the next movie, we'll focus on the different visualizations that are used in reports, like the report we see here, for retail analysis.
- Signing up for Power BI Pro
- Connecting to data sources
- Uploading data such as CSV and XLS files
- Creating reports, visualizations, charts, and maps
- Filtering, sorting, copying, and pasting visualizations
- Downloading custom visuals from the gallery
- Modifying existing reports
- Creating and managing data dashboards
- Querying data with Power BI Q&A and Microsoft Cortana
- Sharing report and dashboards
- Using Power BI Desktop and mobile apps