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GETTING STARTED WITH POWER BI DESKTOP HOW TO
GETTING STARTED WITH POWER BI DESKTOP REGISTRATION
GETTING STARTED WITH POWER BI DESKTOP FREE

Step 2: To create overall sales numbers, choose the “card” visualization. Step 1: In “fields,” all the data headings can be viewed. The following steps serve as an example for such visualizations: Once the data is uploaded, we can create visualizations. Step 6: In the “Data” option, the entire data table can be seen, as shown in the following image. At the bottom, there are two options–the “load” and “transform data.” For editing the dataset, choose “transform data,” else click the “load” option. Step 5: Select the worksheet name (sales data) where the data resides. Alternatively, we can upload the data as it is. In this, we can edit the data using Power Query Power Query Power Query is an excel tool used to import data from different sources, transform (change) it as required, and return a refined dataset in the workbook. Step 4: The “navigator” window opens, as shown in the succeeding image. Go to the saved folder and select the file. Step 3: Choose the desired file from a location on the computer. Since our data is in Excel format, we choose the same. Select the appropriate option depending on the type of data source. Step 2: In the Home tab, click on the “get data” drop-down list Drop-down List A drop-down list in excel is a pre-defined list of inputs that allows users to select an option. Step 1: Keep the data ready in any of the mentioned file extensions–Excel, text/csv, xml, json, pdf, etc. The steps to upload the given dataset are listed as follows: The succeeding image shows a sample dataset prepared in Excel.

GETTING STARTED WITH POWER BI DESKTOP HOW TO

Let us learn how to upload the data to the Power BI desktop.

On the right-hand side of the page are two tabs, “visualizations” and “fields.” By using these “visualizations,” we can create reports and dashboards from the “fields.” “Fields” are the column headings of the uploaded data table.

This is the case when more than one data table is uploaded. In the “model” tab, the relationship between two or more data tables can be seen. It can be found under the data tab in the what-if analysis section. In the “data” tab, the uploaded data table Data Table A data table in excel is a type of what-if analysis tool that allows you to compare variables and see how they impact the result and overall data. In this workspace, all the visualizations of data are created.ī. By default, the “report” workspace is visible, as shown in the following image. In the following pointers (a to c), the “report,” “data,” and “model” tabs are discussed.Ī.

In the working area of the Power Bi desktop view, there are three icons on the left side of the screen.

These are similar to the menu options of MS Excel.

There are four tabs on the ribbon–Home, View, Modeling, and Help.

The elements of the user interface are listed as follows: Let us understand the Power BI user interface.

GETTING STARTED WITH POWER BI DESKTOP REGISTRATION

Cancel the registration or the “sign-in” window and a complete Power BI file opens.

The “sign-in” window, as shown in the following image, appears.

In the meantime, the “initializing model” is visible on the screen, as shown in the following image.

Once the Power BI desktop has been installed, type “Power BI” in the search box, as shown in the following image.

The steps for getting started with the Power BI desktop are listed as follows: Besides, one can also try the SaaS (software as a service) and the mobile supporting app.

GETTING STARTED WITH POWER BI DESKTOP FREE

The desktop version of Power BI is free of cost. A user-friendly visualization helps ease the analysis of data.

The datasets are uploaded in the Power BI followed by visualizing and selecting the most appropriate representation. Alternatively, a sales dashboard shows the number of units sold in a particular region, earnings of a location, discounts and schemes offered to the general public, and so on. It helps visualize data from a variety of visual elements available.įor example, an organization may want to create a finance dashboard that displays profits, inventories, cash-in-hand, operating expenses, and so on. Power BI is a business intelligence tool that helps convert raw data into meaningful insights through dashboards, reports, and applications (apps). Source: Power Bi Tutorial () What is Power BI? You are free to use this image on your website, templates etc, Please provide us with an attribution link How to Provide Attribution? Article Link to be Hyperlinked In addition, this tutorial assumes that the user is proficient with the advanced formulas Advanced Formulas VLOOKUP, INDEX, MATCH, and IF AND are just a few of the advanced Excel formulae and functions available in Excel. Considering the audience as beginners, this tutorial starts from scratch, thus eliminating confusion related to the topic. This Power BI beginners tutorial covers the basic learning techniques of data visualization.