Join Gini von Courter for an in-depth discussion in this video Get Power BI Desktop data with the Power BI service, part of Power BI Pro Essential Training.
- [Voiceover] You can also create reports in Power BI Desktop. You can't create dashboards, and if you really enjoy that power of BI Desktop environment, or you spend a lot of time wanting to work offline, then you may wish to create your reports there as well. I'm content right now to have cleaned up my data sources there, because that's the thing that I can't really do here. I can't transform a data set. I can't modify my data sets here in Power BI Service, but I can in Power BI Desktop, and when I'm done, I can then click Get Data, and notice, Power BI Desktop files, I can bring those in.
Oh, I'm happy. Although these are local files, I could also be saving them in OneDrive for business, or OneDrive Personal, or Team Sites, and those are also very, very good choices, because when the files are being loaded, I'm actually loading them to the cloud to begin with when I'm saving them in those locations, and they're retrieved very quickly by Power BI. It also enhances some of the sharing that I might want to do, but right now, I'm simply going to go grab ReducedStates-Final, and import it.
I'm here in my workspace, and we could get some quick insights if we wanted. I have them already. How cool is that? Now most of these don't seem very useful to me, particularly because they include years that don't actually exist, like 1788, and it has noticeably more of something than 1787 had. So, quick insights, not so helpful in this particular example. That's okay, we're gonna go get some more data, because I have another PBIX file, and that is my set of relationships that I use to create customer states and territories.
I'd already brought the customers table in as catalog requests, but it's very helpful to me to bring in customer states and territories, and notice in both of these cases, I'm bringing in this data set, Customer States and Territories, but there's a blank report that already exists for me. Let's get some quick insights about customer states and territories. New England accounts for the majority of the requests on a particular day.
There's a correlation between the ID and the states. Okay, some interesting information. Let's go into this data set. Customers, States, Territories data set, and remember that we related these tables. That was the magic that we did. So, I would like to have the first name, the last name, the city, the name of the state, and the name of the territory.
That's what I couldn't get before. I couldn't get the territory, and I couldn't get the names of them. All I could get were abbreviations. Let's bounce up the text size a little bit. Remember that when this fills the screen, it's going to be bigger so it's important to pay attention to the point size on here. That looks unreadable because we're seeing it at four point, but it really is in eight point, so if I go to 10 or 12, that'll be plenty good. Notice that it was very easy for me to retrieve information from all three of these related tables.
When we were working with the retail analysis sample, those tables were related as well, and they were created and related in much the same way. GDP Americas and Customer Catalog Requests were single tables, but as soon as I have multiple tables, I need to find a way to relate them, and that's what Power BI Desktop does for me. Let's save this report. This is Customer State Terr, there we go.
Now, I don't need the report that was automatically created for me. We can just delete it. It's just the potential and it happened because we pulled a data set in. Remember that what Power BI Desktop brings to the mix is a great tool for cleaning, transforming, and modeling data, including relating data from multiple tables, so that you can use it in Power BI Service to create reports and dashboards.
- 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