About this course
Anastasia is one part of fictitious hospitality conglomerate group in the UK. The company has business units all over the United Kingdom. Sales come from Anastasia production kitchens, as well on site kitchens and other manufactures’.
You have created reports for Anastasia using Power BI Desktop. Now it's the time to use Power BI service to display this report, create a dashboard, share it, and set a scheduled refresh for the dataset.
In this lab, you will upload a Power BI Desktop report to Power BI service. You will then pin several visualisations and create a dashboard. You will also use the natural language queries feature to create and pin new visualisations. Lastly, you will share the newly created dashboard and set a scheduled refresh so that the dashboard is remains up-to-date.
Before starting this lab, you should review Power BI Service module in this course. Then, if you have not already done so, follow the instructions in the Set up the Lab Environment section of this course to set up the lab environment.
A computer with the latest version of Power BI Desktop installed on it.
The following Power BI Desktop file:
Power BI service account (You need to have a work / business email to sign up for Power BI service)
First, you will upload a Power BI Desktop file to Power BI Service.
Start with the " Workshop 4.pbix " file.
Use the Publish button to publish the report. Sign in using the account you used to sign up for Power BI service.
Once the report is published, go to http://www.powerbi.com and sign in using your account.
If this is your first time publishing a report to Power BI service, you will notice that you now have a dataset named Workshop 4 and a report named Workshop 4 . You can rename both of these, but let's just leave them be for now.
Go to the Workshop 4 Report and explore your published report. It looks similar to the one in Power BI Desktop file. Now you can start creating a dashboard by pinning some visualisations.
Go to the Sales Report tab and pin the chart showing Total Sales by Category and Segment (100% Stacked Bar Chart). Select to create a New dashboard and name it Anastasia Sales .
Pin the treemap chart, the scatter chart, and the map visualisations to the Anastasia Sales dashboard.
Go to the Yearly Trend tab and pin the waterfall chart that shows the Sales Var by Year.
Go to the Anastasia Sales dashboard and review what you have created.
Resize and arrange the tiles as necessary.
You should have something similar to the below:
You can pin multiple visualisations to a dashboard by pinning the visualisations from the original report, one by one.
Let's try the natural language query feature and create a few visualisations for your dashboard.
You should have something similar to the below:
Type the question "What is the total sales for Scotland in 2014" and you will get £4,493,994.53 as the answer.
Let's start sharing your newly created dashboard. For simplicity, let's share the dashboard to your own email address.
You should have received an email from "Microsoft Power BI (firstname.lastname@example.org)".
Once you've uploaded your Power BI Desktop file to Power BI service, you can still make changes to it, and re-upload the file so that your changes is reflected in Power BI service.
Modify the Total Sales by Category and Segment chart (the one displayed using "100% stacked bar chart" visualisations) on the Sales Report tab to use Bar chart visualisations instead.
Re-publish the file to Power BI service and replace the existing dataset with this one.
Go to Power BI service and review the Anastasia Report and examine whether the change you made is reflected.
When you pin a visualisations from a report to a dashboard, a tile will be created in your dashboard. This tile is a visualisations on its own and is not linked to the report.
So far, the report you uploaded is rather static. That means, if the data in the Access database changes, the report and dashboard are not updated. You can install Power BI Personal Gateway and schedule data refresh for on-premises data sources, such as the Access database, to keep your report and dashboard on Power BI service up-to-date.
You can select between Daily and Weekly for the Refresh frequency.
To publish a report to Power BI service online all you need to do is click the Publish icon.
Having published your report to Power BI service you can initiate an automatic analysis of your data using artificial intelligence (AI).
A dashboard is your user's interface to your report.
Power BI Online has several options
If I update a report the dashboard will reflect those changes but any changes to the filters or the layout of the chart will not.
Ask questions of your data like you do when you search the internet.
Quite often a department or individual will ask the same questions.
Power BI really comes into its own when reports are shared with people across the organisation in a format that is meaningful to individuals.
Data changes will arise and data models need to update to show the latest version.
Often dashboards, reports display a lot of content, which means to be able to view all the visuals users will have to scroll up and down the page.
Windows Tablet, Android, iPad, iPhone App
Printing a dashboard and or reports is a straightforward process.
I have shown how to share and print but there is another way to share your report.
You may be thinking how can you determine what users can and cannot do.
The workshop is an important opportunity for you to confirm what you do or don’t understand. Mistakes are often a better learning experience than getting everything right the first time so if you do make mistakes no one needs to know. On the positive side, you are unlikely to repeat your error. Good luck.
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