Power BI Beginner
Power BI
service
Dashboards
are something that differentiates Power BI service from Power BI Desktop.
The main features of your Power BI service UI are the following:
1. Navigation bar 2. Dashboard with tiles 3. Q&A
question box 4. Help and feedback buttons 5.Dashboard title 6. Office 365 app
launcher 7. Power BI home buttons 8.Additional dashboard actions
The 3
major building blocks of Power BI are: dashboards, reports,
and datasets. You can't
have dashboards or reports without data (well, you can have empty dashboards
and empty reports, but they're not very useful until they have data), so let's
start with datasets.
1. Navigation bar (navbar)
Use the navbar to move between the Power BI building blocks:
dashboards, reports, and datasets.
- Select Get Data to add datasets, reports, and dashboards to Power BI
- Expand and collapse the navbar with this icon
- Use Search to find specific items in the navbar
- Select a plus icon + to create a new dashboard or get a new dataset
- The listed Dashboards, Reports, and Datasets are available for you to use. Shared dashboards are read-only and display the shared icon
- Dashboard, report, and dataset names usually match the name of the underlying dataset file -- but you can rename them
- Right-click a dashboard, report or dataset to display the context-sensitive menu.
Single-click
- · a heading to collapse or expand it
- · a dashboard to display it
- · a report to open it in Reading View
- · a dataset to explore it
2. Dashboard
with tiles
Dashboards are composed of tiles. Tiles are created in report Editing View, Q&A, and
other dashboards and can be pinned from Excel, SSRS, and more. A special type
of tile called a widget is added directly onto
the dashboard. The tiles that appear on a dashboard were specifically put
there by a report creator/owner. The act of adding a tile to a dashboard
is called pinning.
For more information, see Dashboards (above).
3. Q&A
question box
One way to explore your data is to ask a question and let Power BI
Q&A give you an answer, in the form of a visualization. Q&A cannot be
used to add content to a report -- only to add content, in the form of tiles,
to dashboards.
Q&A looks for an answer in the dataset(s) connected to the
dashboard. A connected dataset is one that has at least one tile pinned
to that dashboard.
As soon as you start to type your question, Q&A takes you to
the Q&A page. As you type, Q&A helps you ask the right
question and find the best answer with rephrasings, autofill, suggestions, and
more. When you have a visualization (answer) you like, pin it to your
dashboard. For more information, see Q&A in Power BI.
4. Full
screen, Notifications, Settings, Downloads, Help, and feedback
The icons in the top right corner are your resources for settings,
notifications, downloads, getting help, and providing feedback to the
Power BI team. Select the double arrow to open the dashboard in Full
screen mode.
5. Dashboard
title (What
dashboard is active?)
It's not always easy to figure out which dashboard is
active. The dashboard title appears on the dashboard view page, on the
Q&A page, in report Editing View and report Reading View, and when you open
a dataset.
6. Office
365 app launcher
The app launcher is designed to help you get to your Office 365
apps.
7. Power
BI home
Selecting this returns you to the dashboard that you viewed most
recently.
8. Options
This area of the workspace contains icons for interacting with the
dashboard. Besides Add tile, Favorite and Share selecting the ellipses reveals options
for duplicating, printing, and refreshing the dashboard and more.
Dashboards Vs reports
Reports are often confused with dashboards
since they too are canvases filled with visualizations. But there are some
major differences.
|
Capability
|
Dashboards
|
Reports
|
|
Pages
|
One page
|
One or more pages
|
|
Data sources
|
One or more reports and one or more datasets per dashboard
|
A single dataset per report
|
|
Available in Power BI Desktop
|
No
|
Yes, can create and view reports in Desktop
|
|
Pinning
|
Can pin existing visualizations (tiles) only from current
dashboard to your other dashboards
|
Can pin visualizations (as tiles) to any of your dashboards. Can
pin entire report pages to any of your dashboards.
|
|
Subscribe
|
Can't subscribe to a dashboard
|
Can subscribe to report pages
|
|
Filtering
|
Can't filter or slice
|
Many different ways to filter, highlight, and slice
|
|
Set alerts
|
Can create alerts to email you when certain conditions are met
|
No
|
|
Feature
|
Can set one dashboard as your "featured" dashboard
|
Cannot create a featured report
|
|
Natural language
queries
|
Available from dashboard
|
Not available from reports
|
|
Can change visualization type
|
No. In fact, if a report owner changes the visualization type in
the report, the pinned visualization on the dashboard does not update
|
Yes
|
|
Can see underlying dataset tables and fields
|
No. Can export data but can't see tables and fields in the
dashboard itself.
|
Yes. Can see dataset tables and fields and values.
|
|
Can create visualizations
|
Limited to adding widgets to dashboard using "Add
tile"
|
Can create many different types of visuals, add custom visuals,
edit visuals and more with Editing permissions
|
|
Customization
|
Can do things with the visualizations (tiles) like move and
arrange, resize, add links, rename, delete, and display full screen. But the
data and visualizations themselves are read-only.
|
In Reading view you can publish, embed, filter,export, download
as .pbix, view related content, generate QR codes, analyze in Excel, and
more. In Editing view you can do everything mentioned so far and so much
more.
|
Microsoft Power BI Feature Summary
·
Share live reports and dashboards
·
Receive data-driven alerts for mobile insights
·
Create live, real-time data metric dashboards
·
View rich graphical visualizations from complex BI data
·
Full suite of BI tools for data visualization and reporting
·
Author rich interactive reports with Power BI Desktop
·
Share reports among colleagues & users via Power BI Service
·
Connect, access and unify data across sources
·
Explore up-to-date analytics from real-time BI data
·
Query data using natural language questioning
·
Transform company data into rich visuals
Ask questions of your
data using natural language
The Q&A question box is where you type your question using
natural language. Q&A recognizes the words you type and figures out where
(which dataset) to find the answer. Q&A also helps you form your question
with auto-completion, restatement, and other textual and visual aids.
The answer to your question is displayed as an interactive
visualization and updates as you modify the question.
Q&A is interactive and even fun, and, more often than not, one
question will lead to many others as the visualizations reveal interesting
paths to pursue. Watch Amanda demonstrate using Q&A to create visuals, dig
into those visuals, and pin them to dashboards.
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