MS Power BI
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MS Power BI - Gladiator Academy - Four of Five Modules

15 Lessons Easy

About this course

Workshop Overview

SCENARIO

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.

What you will be doing (should you accept assignment).  

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.

WHAT YOU’LL NEED

A computer with the latest version of Power BI Desktop installed on it.

The following Power BI Desktop file:

Workshop Power BI File One Drive file share

​Power BI service account (You need to have a work / business email to sign up for Power BI service)

Exercise 1 Upload PBI Report and Pin Visualisations

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:

Ex​planation - Exercise 1

Explanation

You can pin multiple visualisations to a dashboard by pinning the visualisations from the original report, one by one.

Exercise 2 ​Natural language query

Let's try the natural language query feature and create a few visualisations for your dashboard.

  • Type the question "What is year to date sales" in the text box for Q&A.
  • Pin the answer to Anastasia Sales dashboard.
  • Type the question "What is year to date total units"
  • Pin the answer to Anastasia Sales dashboard.
  • Type the question "What product has the highest total sales in 2015"
  • Expand the Fields and Visualisations pane on the right of the screen.
  • Drag the Total Units field from the Sales table to the Color saturation . Notice that the bar char color saturation changes according to the Total Units for that product.
  • Pin the answer to Anastasia Sales dashboard.
  • Resize and arrange the tiles as necessary.

You should have something similar to the below:

​Explanation - Exercise 2

Type the question "What is the total sales for Scotland in 2014" and you will get £4,493,994.53 as the answer.

​Exercise 3 Share Dashboard and Update Report

Let's start sharing your newly created dashboard. For simplicity, let's share the dashboard to your own email address.

  • In the Anastasia Sales dashboard, use the Share button to share your dashboard.
  • Enter your email address used for Power BI service and click Share .
  • Check your inbox to see an invite to view this dashboard.

​Explanation - Exercise 3

You should have received an email from "Microsoft Power BI (no-reply@powerbi.com)".

Exercise 4 Republishing Power BI file (Updating)

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.

Open the " Workshop 4.pbix " file.

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.

Explanation - Exercise 4

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.

​Exercise 5 Schedule Data Refresh

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.

  • Go to the Workshop 4 Datasets in Power BI service and click Schedule Refresh .
  • Power BI Pro is required to setup scheduled refresh for on-premises data. If you do not have Power BI Pro subscription you can enroll for a 60 day trial.
  • Ensure that you are in the Datasets tab and that the Workshop 4 dataset is selected. Click Install now to download and install the Power BI Personal Gateway, accept the license terms, and wait for the installation to complete.
  • Launch the Gateway, sign in using your Power BI account and click Finish .
  • Edit credentials for the Data sources that needs updating.
  • Now you can schedule your data source refresh.

Explanation - Exercise 5

You can select between Daily and Weekly for the Refresh frequency.

Course Structure

ONLY FOR LOGGED-IN USERS

Publishing Power BI Desktop file to Power BI Online Service

To publish a report to Power BI service online all you need to do is click the Publish icon.

ONLY FOR LOGGED-IN USERS

Quick Insights

Having published your report to Power BI service you can initiate an automatic analysis of your data using artificial intelligence (AI).

ONLY FOR LOGGED-IN USERS

Configuring a Dashboard

A dashboard is your user's interface to your report.   

ONLY FOR LOGGED-IN USERS

Adding Textboxes, Image, Widgets

Power BI Online has several options

ONLY FOR LOGGED-IN USERS

Pinning a Live Page

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.

ONLY FOR LOGGED-IN USERS

Natural Language Queries

Ask questions of your data like you do when you search the internet.

ONLY FOR LOGGED-IN USERS

Featured Questions

Quite often a department or individual will ask the same questions.

ONLY FOR LOGGED-IN USERS

Sharing a Dashboard

Power BI really comes into its own when reports are shared with people across the organisation in a format that is meaningful to individuals.

ONLY FOR LOGGED-IN USERS

Uploading Modified File

Data changes will arise and data models need to update to show the latest version.

ONLY FOR LOGGED-IN USERS

Viewing dashboard, reports and Navigation

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.

ONLY FOR LOGGED-IN USERS

Power BI App

Windows Tablet, Android, iPad, iPhone App

ONLY FOR LOGGED-IN USERS

Printing Dashboards

Printing a dashboard and or reports is a straightforward process.

ONLY FOR LOGGED-IN USERS

Publishing to Web

I have shown how to share and print but there is another way to share your report.

ONLY FOR LOGGED-IN USERS

Admin Portal

You may be thinking how can you determine what users can and cannot do.

ONLY FOR LOGGED-IN USERS

Workshop

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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