This video explores the Power BI portal interface, including the navigation pane, My Workspace, and app workspaces, where you’ll find reports, datasets, and dashboards. The application toolbars provide appropriate commands based on items you’re viewing or editing.
- [Instructor] This is the retail analysis sample that we were looking at in the last movie, and I'm going to use this as an opportunity to talk about the portal for Power BI, which is what we are seeing here. Here we have the waffle or office application launcher that you can click to go to other Microsoft applications and services. This is a button that will take you to Power BI home. Now you have the workspace that you are in, and the specific items, so these are our breadcrumbs.
If I want to go back to my workspace I can click here, and it will take me back, but it shows me what particular artifact I'm in, in this case a retail analysis sample. On the right hand side I have the Power BI toolbar, so this allows me to enter full screen mode, to read my notifications. I might get a notification for example if somebody shared a dashboard with me for example. Settings. We're used to that. At the top there's a report on how much of your personal storage you've used, which is nice to know.
Next a download button, so you can download other Power BI tools. A help button that gives you access to other resources. Feedback, so you can give feedback to Microsoft, and then your profile. You can also sign out here. Next I have a navigation show hide button at the top of the navigation pane. Let's talk about the nav pane for a minute. I have the ability to favorite items that I would like to show on my list of favorites.
Right now I've got nothing, but here's a favorite button. We'll get there in a moment, and that would add it to the list. Power BI itself keeps a list of my recently viewed content, so assuming I'm working with two or three different dashboards, that sort of thing, and there are different icons for each of these. This is our Excel table that we imported. This is an app that we imported earlier. A dashboard. A report.
I then have apps. This is the app that we got earlier. I have items that are shared with me. Right now not so much. I have other workspaces. These other workspaces may be created in Power BI, but actually most of mine were created in Office 365. They were created in Outlook. They might have been created in Share Point in some cases, but the Power BI workspaces, and Microsoft Office groups are much the same, so when I'm in a group for example, the exec team group, there's an assumption that I might want to share Power BI dashboards with this group, and therefore it builds an app workspace, so we can work together.
We'll talk more about app workspaces later in the course. Then I have my workspace. Notice that you can expand, show hide these items, and if I click on my workspace it will show me my workspace items. Here are my dashboards, reports, workbooks, and datasets on the left, but I also have them here across the top. Let's return to my report. As the reports loads you'll notice that this report has its own individual toolbar with commands like file, view, and an editor, so this is a view of the report, as well as the ability to refresh, to view related items.
This is specific to this artifact, a report. Click on the dashboard for retail analysis sample, and our choices are different, add a tile, set as featured, and so on. You'll see favorite in almost all of these though. If we go to our retail analysis sample dataset... I have the ability for example to add buttons, to switch to a reading view, to duplicate a page, different choices based on the specific item I'm looking at; dashboards, reports, and datasets.
So obviously this is a context menu. If its context is a dashboard I see different options than if my context is a dataset. Finally, the area in the center of the screen where all of the exciting things are displayed is my content area, and the content area also is going to be a little different based on whether I'm looking at a dataset, a report, or a dashboard. This is the Power BI portal.
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Discover how to quickly glean insights from your data using Power BI. This formidable set of business analytics tools—which includes the Power BI service, Power BI Desktop, and Power BI Mobile—can help you more effectively create and share impactful visualizations with others in your organization. In this course, Gini von Courter helps you get started with this powerful toolset. Gini begins by covering the web-based Power BI service, explaining how to import data, create visualizations, and arrange those visualizations into reports. She discusses how to pin visualizations to dashboards for sharing, as well as how to ask questions about your data with Power BI Q&A. She also provides coverage of Power BI Mobile—explaining how to use it to view and share your data—and shows how to use the data modeling capabilities in Power BI Desktop.
- Working with cloud-based and on-premises data sources
- Creating reports with data visualizations
- Modifying existing reports
- Creating and managing data dashboards
- Asking questions with Power BI Q&A
- Enabling Microsoft Cortana for Power BI
- Sharing Power BI datasets, dashboards, reports, and workbooks
- Using Power BI Mobile and Power BI Desktop