Join Gini von Courter for an in-depth discussion in this video Pin an Excel element to a dashboard, part of Power BI Pro Essential Training.
- [Voiceover] In the last movie, we installed the Power BI Publisher for Excel. Now, I'd like to open an Excel workbook. If you access to the exercise files, you'll find in Chapter Five, Catalog Requests Chart.xlsx If you don't have access to the exercise files, open any Excel workbook that includes both a table or range of some kind and a chart. Let's see how this works with Power BI. Now, the first time that you open a workbook after you've installed the publisher, you may well see a splash screen that tells you there's a new tool but it's right here.
Power BI. And if I wish to pin a chart or a range, whatever I'd like to pin, first, I'll select it and then I'm going to click Pin. This is so cool, I love this. It says select a workspace to pin in to. My Workspace. And then given that that's the workspace I'm using, I only have one right now, where would I like to pin it? Well, I wouldn't like to pin it in any of these places. This is a different type of data and I'd like to pin this in the Catalog Requests dashboard that doesn't exist yet.
Here's what this image looks like. Now, image is important. This isn't going to be a pivot table that users can interact with. This will be an image of the pivot table but it will still provide them with good information. Let me click Okay and we can now view this in Power BI. Here's our new dashboard, Catalog Requests. Here's what this image looks like. It has a menu that will allow us to pin a visual, to view the tile details, some basic information about the tile and also then would also allow us to remove it by throwing it in the trash.
At the bottom, we have the ability to change the size of the canvas for this image. I can't make the canvas itself smaller than the image. Let's now return to Excel and let's pin the chart. Select the chart, click Pin and I want to put this in the Catalog Requests dashboard. Okay. View in Power BI. If I have visuals then that are well represented in Excel and want to be able to bring them into a dashboard in Power BI, this is the tool that will allow me to do that.
Let's go back to Excel one more time and you'll notice that I have the ability to open Power BI directly from Excel so even if I have published this a while ago and I think, oh, I'd like to see this is Power BI, I can absolutely get directly to Power BI and this then is my profile, how I'm signed in which for me makes a difference because I have more than one way I can log in. If I had another table, for example, Cat Requests, and I wished to publish part of it and I can do that very easily.
I'm simply going to sort this and take the first 10 people and include their first and last names all the way through their zip code. Pin. Catalog Requests. And in my dashboard then I will have the ability to move these items around and arrange them just as I did with items that I published from my report.
- 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