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Microsoft Power BI for Beginners Cheat Sheet by

Power BI building blocks and how they work together.

Introd­uction to Power BI

Microsoft Power BI is a collection of software services, apps, and connectors that work together to turn unrelated sources of data into coherent, visually immersive, and intera­ctive insights.

Power BI lets you connect to data sources, visualize (or discover) what's important, and share that with collab­orators or an audience.

Use Power BI - Common steps

Bring data into Power BI Desktop, and create a report.
Publish to the Power BI service, where you can create new visual­iza­tions or build dashboards
Share dashboards with others
View and interact with shared dashboards and reports in Power BI Mobile apps

Basic - Use the Power BI Service (SaaS) - Apps

Go to:
Apps are an easy and popular way to quickly create visuals in Power BI
An app is a collection of preset, ready-made visuals and reports
Quick and easy: you just have to press a few buttons or make a few comments, and you're quickly served a collection of entrees designed to go together, all presented in a tidy, ready-­to-­consume package.
Connect to data. select the Get Data button in the lower-left corner of the home page.
For software services like github, salesforce or google analytics, the Power BI service provides a collection of ready-made visuals pre-ar­ranged on dashboards and reports
Pre-ar­ranged visuals are known as apps
Update APP data in the Power BI service
Update immedi­ately by clicking the update icon
Or to configure update settings, select the schedule update icon for the dataset, and use the menu that appears
Datasets tab is selected on the Settings page that appears. In the right pane, select the arrow next to Scheduled refresh to expand that section. The Settings dialog box appears on the canvas, letting you set the update settings that meet your needs.

Power BI Usages

Create quick insights from an Excel workbook or a local database
Extensive modelling
Real-time analytics
Custom develo­pment
Personal reports and visual­ization
An analytics and decision engine to inform group projects, divisions, or entire corpor­ations

Basic building blocks of Power BI

Microsoft Power BI can be broken down into a few basic building blocks. Even seemingly complex things are built from basic building blocks
Graphical repres­ent­ation of data, like a chart, a color-­coded map
Might be simple, like a single number that represents something signif­icant
Might be visually complex, like a gradie­nt-­colored map that shows voter sentiment about a certain social issue or concern
Goal of a visual is to present data in a way that provides context and insights that are difficult to see from raw data
A collection of data that Power BI uses to create its visual­iza­tions
Can also be a combin­ation of different sources, which you can filter and combine to provide a unique collection of data (a dataset) for use in Power BI
Examples of connec­tions available: Excel or a Microsoft SQL Server database, SharePoint Lists, in Azure or Oracle, or in a service like Facebook, Salesf­orce, or MailChimp
Access datasets through data connectors
Recomm­ended to filter data before bringing it into Power BI to enable focus
A collection of visual­iza­tions that appear together on one or more pages
Reports can be created in the Power BI service, or in Power BI desktop
Reports let you create many visual­iza­tions, on multiple pages if necessary, and let you arrange those visual­iza­tions in whatever way best tells your story.
A report that can be shared with others
Other users or groups interact with your dashboards when they're in the Power BI service or on their mobile device
A single visual­ization on a dashboard
Can be moved around when creating or editing the dashboard
Can't be moved around when only viewing or consuming the report

Power BI parts

Power BI consists of
Desktop App
Microsoft desktop applic­ation "­Power BI Deskto­p"
Service App (SaaS)
An online SaaS (Software as a Service) service called the Power BI service
Mobile Apps
Native mobile Power BI apps for Windows, iOS, and Android.
Flow of work
A common flow of work in Power BI begins in Power BI Desktop, where a report is created. That report is then published to the Power BI service and finally shared, so that users of Power BI Mobile apps can consume the inform­ation.


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