POWER BI

Give Life to Your Data With the Complete and Fastest Crash
Course on Data Visualization.

By
Jonathan Grey
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 TABLE OF CONTENTS

Introduction To Power Bi

Section One: What Is Power Bi All About?

Who Should Use Power Bi?
Features Of Power Bi
Microsoft Power Bi Architecture And Building Blocks
The Flow Of Work In Power Bi
Power Bi Tools

Section Two: Installing The Power Bi Desktop App

Subscription
Subscribing To The Power Bi Service (Free)
Subscribing To Power Bi Pro And Premium (Paid)

Section Three: Overview Of How The Power Bi Service Works

Connect To Data
When You Need To Get Connected To The Data Source:
Transform And Clean Data, Create A Model
To Begin The Editing Process:
Create Visuals
Creating Reports
Sharing Reports
Data Sources For The Power Bi Service
Discover Content
Creating New Content
Files Option
Databases Option
Updating Your Data
Limitations And Constraints
How To Get Data From Excel Workbook Files
The Type Of Workbooks Supported By Power Bi
One Excel Exercise Manual – Two Different Ways To Utilize It
How To Import Excel Data Into Power Bi
Connect, Manage And View Excel In Power Bi
 Import Or Connect To An Excel Workbook From Power Bi
Local Excel Workbooks
How To Get Data From Pdf Files In Power Bi Desktop
How To Connect To A Pdf File
Considerations And Restrictions
How To Connect To Datasets In Power Bi Service
Using A Power Bi Service Live Connection For Report Lifecycle Management
How To Create And Share Dataset That Anyone Can Use
How To Then Connect To A Power Bi Service Dataset Via A Live Connection
Steps On How To Use The Live Connection On The Power Bi Service
Publish A Power Bi Report And Dataset
How To Create A Live Connection To A Published Dataset On Power Bi Service.
Restrictions And Considerations With These Services
How To Get Data From Webpage By Providing Examples
How To Use The Get Data From Web By Example Feature
How To Connect To Linkedin Sales Navigator In Power Bi Desktop
Connect To Linkedin Sales Navigator
Get Data In Power Bi Desktop
How To Use The Linkedin Sales Navigator Template App
Finding Support
How To Connect To Adobe Analytics In Power Bi Desktop
How To Get Connected With Data On Adobe Analytics
Real-Time Streaming In Power Bi
The Different Types Of Real-Time Datasets Available For Life Streaming Of Data
Push Dataset
Streaming Dataset
Pubnub Streaming Dataset
Pushing Data To Datasets
Utilizing Power Bi Rest Apis To Push Information
Using The Streaming Dataset Ui To Push Data
Using Azure Stream Analytics To Push Data
How To Set Up A Real-Time Streaming Dataset In Power Bi
Making Your Streaming Dataset With The Most Preferred Option
Utilizing The Power Bi Rest Api
 Using Pubnub
Let Us Consider A Sample Of Utilizing Constant Streaming In Power Bi
Predetermined Page Updates

Section Four: Data Modeling

How To Use Data Modeling And Navigation Process
How To Create Calculated Columns
How To Create Calculated Tables
How To Manage Time-Sensitive Data
How To Explore Power Bi Dashboard
Navigating Datasets Process
How To Create Dashboards
How To Share Dashboards
The Tiles Features In Dashboard
The Use Of Dataset Gateway
How To Create Remarkable Visuals - Report
Making Unique Visuals For Report
How To Create Map Visualizations
Using Combination Charts
How To Use Tables In Report
How To Transform Charts
The Use Of The Text Box, Images, And Shapes
How To Style Your Reports
Section Five: Create A Report On A Sharepoint List
The First Step Is To Connect To Your Sharepoint List
How To Create A Report
Managing Data To Build Reports
The ‘My Workspace’ Features
Share A Dataset
How To Share Your Dataset
Track How Your Dataset Is Used
Limits And Considerations
Build Permission For Shared Datasets
Approaches To Give Build Permission
How To Remove Build Permission From Some Users
 How To Remove Build Permission From An Application Dataset
Create Reports Based On Datasets From Different Workspaces
How To Find A Dataset That Is Endorsed
Copy Reports From Other Workspaces
How To Save A Duplicate Of A Report In A Workspace
How To Duplicate A Report In An Application
Accessing Your Duplicate Of The Report
View Related Datasets
How To Delete A Report And Its Shared Dataset
Questions And Answers
Conclusion
 INTRODUCTION TO POWER BI
Welcome to the complete guide to learning Power BI. Before we start this
journey of understanding BI innovation called Microsoft Power BI, we
ought to start by understanding what BI is about. This introduction section
provides an overview of all that Power BI is all about and will subsequently
be discussed in detail in the proceeding sections. BI is an acronym for
‘Business Intelligence’ and it involves taking unprocessed information from
a source, changing it into usable information, and making reports and useful
illustrations for such processed information. This might take the shape of
graphical illustrations of segmented data which is known as visualization in
this perspective. This process gives you the ability to see significant data
through KPIs, charts, maps, graphs, and so forth, to have valuable
knowledge and insight about a situation with the help of a report.
Providentially, Microsoft Power BI is a tool with business intelligence and
data visualization abilities, and capable of doing all these and more.
If you are a user of Microsoft Excel, and conversant with tools like
Power Pivot, Power Query, and Power View, these add-ins which were
earlier available in Excel are the bases upon which Power BI was
developed. This was a move to satisfy the growing and varying needs of
users and made a tool that is not really reliant on the Microsoft Office
limited to that of your organization. Users wanted more experience, more
versatility, and better ways of sharing reports apart from the use of
SharePoint. We can say one of the key factors that make Power BI a tool to
reckon with in the business intelligence, data gathering, and data analysis
field is its details to the requirements of users during its development.
Definitely, there was a need for a more mobile and all-encompassing data
analytic tool and the team at Microsoft made justice to that requirement.
Power BI is now able to provide data analysts with the needed simplicity,
versatility, more defining visual representations, and lots more that will be
discussed in the subsequent sections of this complete guide to learning
Power BI. Also, a great deal of exertion went into the making of a
consistent involvement with stacking information from a wide range of
sources and developing the foundation expected to give all Power BI users
a structure with which they can develop their reports, share the reports, and
keep the report updated in a straightforward yet productive manner.
 Let's simply say that Power BI is a business intelligence tool with the
ability to provide data analytics oversights such as collecting, breaking
down, picturing, and sharing information. The user interface of Power BI
makes it genuinely easy for even non-technical users that might be
accustomed to Excel and other Microsoft tools and the integration of so
many other familiar tools, truly user friendly, with minimum technical
know-how required to use it successfully. You came across this complete
guide to learning Power BI due to your enthusiasm to learn and understand
Power BI and this book's objective is to furnish you with a compelling
lesson on how to effectively use the Power BI tool.
The Power BI free version is proposed for small to medium size
entrepreneurs; an expert version known as Power BI Plus is accessible with
membership subscription expenses. Power BI can be used on Windows 10,
called Power BI Desktop, and local portable applications for Android, iOS,
and Windows gadgets. There is additionally a Power BI Report Server for
organizations that must keep up their information and reports available on
the go at any place and time. Different versions of the Power BI app are
created for specific purposes with the ability to function intermittently,
providing every user with a unique experience as desired.
The ability to connect a vast source of information and a dashboard to
integrate this information for business intelligence makes this tool
remarkable. You might have all your data in an Excel spreadsheet or you
have them on a cloud-based platform and with on-premises information
distribution centers, wherever it might be, your data can be processed for
great business insights. With simple and easy ways to update information
on a report, Power BI Desktop record associated with on the web or on-
premises information sources provides users with total control and timely
assurances that the information used in a report and Power BI dashboards
make use of the most up-to-date information accessible.
Microsoft Power BI can help business owners and data analysts find
credible insight from the data of an organization or business. Power BI can
help associate dissimilar informational collections, change and clean the
information into consumable data with diagrams, graphs, and charts to give
a visualized representation of the information. All of these processes can be
shared among various users acting on the same information at the same
time. Reports that originate from Power BI can be put to use by a business
in so many ways, including recounting past business experiences through
graphs and visual representations and probably know the outcome of a
business decision before it is implemented. Reports from Power BI can be
used to address certain inquiries and calculated predictions to ensure that
decisive measures are taken in a business. Power BI can likewise be used to
have a complete overview of the performance of each section of an
organization by the executives or management, providing relevant
knowledge into how different sections are getting along. Power BI provides
visualized reports and updated dashboard users, to help make informed
decisions.

This Power BI figure gives an insight into the dashboard and reporting
abilities of Power BI.
Although Power BI is a self-service Business Intelligence tool that can
be used by anyone with access to relevant sources of information, it is
generally a preferential tool for business analyst experts and data analysts
who make sense of a pool of information before providing it as reports that
every other person can interpret and take relevant meaning from. Anyone
without prior experience in data analysis can now comfortably explore
Power BI. This tool can provide a holistic overview of experiences that
have happened and predictions with respect to sales, marketing,
management, and every other relevant section of a business.
Likewise, Power BI provides administrating preferences to assist
executives with the arrangements on how Power BI is implemented
successfully, likewise able to manage and limit access by users of a
particular dashboard. Over the years, the team at Microsoft has updated
Power BI with several analytical tools to improve its effectiveness and they
keep rolling out updates as the needs arise. Important features of Power BI
with be discussed in details in subsequent chapters but a few of the most
significant highlights are:
AI Features - Power BI comes with Artificial Intelligence abilities like
recognition of images and tests, and various other AI models that are
characterized by automated activities and coordinate with various Machine
learning.
Supports Multiple Data Sources - This provides Power BI with the
ability to connect with a wide range of various data sources from file, to
online access, cloud-based sources, and on-premises information, options
are almost unlimited.
Snappy Insights - This gives users the ability to make sub-divisions of
information and consequently analyze the information on the go.
Basic Support for Data Modeling - The ability of Power BI to accept
the regular information model gives room for the use of a normalized and
extensible range of information outlines.
The Incorporation of Cortana - This feature that is particularly
mainstream on cell phones, permits you to verbally ask questions with
regular language and the computerized assistant from Microsoft will
provide access to results in whatever form required.
Ability to Customize - This part of Power BI provides users with the
ability to alter the default operations and dashboard view while
incorporating other tools that might be relevant to their preferential needs.
Application Performance Interfaces - Power BI provides users with
sample code and API abilities to facilitate the installation of the Power BI
dashboard in different tools as well.
Self-service Data Preparation – Business analysts can make use of
Power Query to introduce, transform, integrate, and enrich big data into the
Power BI service. Introduced data can be distributed across multiple
platforms, dashboards, and reports of Power BI.
Modeling View – Power BI allows users to divide complex data models
by subject area into separate diagrams, subsections and set common details,
view and modify features on the dashboard, and set display folders for
simpler consumption of complex data representations.

Microsoft continues to update the Power BI application with new

features and improvements on a monthly basis since it was launched in July
2015 as a whole tool. Before then, Power BI was integrated into Excel since
2013. It was originally developed in July 2011, known as Project Crescent.
In order to have access to the updates available on Power BI, users get the
most recent release from the Power BI website, and users of Windows 10
can get Power BI Desktop from the Windows Store. Power BI comprises a
range of applications and can be accessed either on a mobile device, as a
SaaS tool, or on desktop. The desktop version functions as the on-premises
form, while the Power BI Service functions as the cloud-based version and
mobile version functions on mobile devices. The various parts of Power BI
are intended to allow you to have comprehensive access to this business
analyst tool as prefered.
 There are three stages of Power BI users and these include the Desktop,
Pro, and Premium. The premium version is valued based on the request by
user or organization while the Pro version costs a monthly fee of $9.99 and
the Desktop version is free for users. Each with a varying degree of level of
application abilities, with the free version, obviously having most of the
restrictions. The Pro version is widely used, while the premium version is
suitable for a large network of organizations and big data business analysts.
This complete guide to learning the Power BI book is targeted to a wide
range of readers. This book contains comprehensive information for
individuals who are absolutely new to the BI world. For those sets of
readers, the book goes about as a straightforward introduction to the ideas
that make up the core uses of BI. However, another class of individuals that
will find this book interesting are the IT experts, business analysts, and data
enthusiasts who may need to drive the choices of business in implementing
Power BI. For this category of people, this book goes about as both a
straightforward introduction to the essential ideas of Power BI, to assist you
with understanding why users are so keen on seeing Power BI reports, and
show you a complete overview of the abilities and features accessible in
Power BI, so you can be decisive in implementing Power BI into a business
structure.
This book is also for Power BI experts with a desire to update their
insight into Power BI structure and updated features and to upgrade the
value they offer with Power BI. Power BI isn't simply a software: it is an
ecosystem that can bring together a whole lot of resources under one
setting. Each section of the book provides you an overview of these
capacities. I trust you appreciate reading this book as much as we delighted
in writing it. We understand that this might be your first step into the
journey of the Power BI universe, the path towards which you will make
more sense of your data. We are glad to take you on that journey with this
complete guide to learning Power BI Book.
 SECTION ONE

WHAT IS POWER BI ALL ABOUT?

The previous section provided a complete but limited overview of what

Power BI is all about. However, we need to start going into details and
hopefully get busy with the installation and other practical features as we
proceed. This section makes an attempt to break down some of the things
we have discussed in the introduction. Every detail is important and we
trust that you are willing to go through these sections for a clearer view of
what Power BI is all about.
Microsoft Power BI is a complete toolset with a combination of varying
business intelligence apparatuses like applications, data connectors, and
related services. It can be your not-so-typical cloud-based data analytics
tool used to combine information from a wide range of sources into a
solitary data collection. This collection of data is then processed, visualized,
and evaluated to make reports, dashboards, and knowledgeable insights.
With Power BI you have a complete set of Business Analytics apparatuses
to break down information and offer knowledgeable perspectives. The
Power BI dashboard gives an all-encompassing viewpoint to business
clients with their most significant data in a single spot, continuously up-to-
date, and accessible on various gadgets.
Power BI tools provide a platform where experts and different users can
make connections via data sharing and modeling. The Power BI services
provide a platform where reports can be shared, so different users might see
and interface with the reports. Building a Power BI report starts by
combining various sources of information. You then analyze the
information to make reports dependent on your necessities. The report is
distributed to Power BI Service and shared so cloud and mobile device
users can see and interface with the report. With the admin having the
capacity to limit and manage the level of actions every member of the team
on Power BI can perform and implement.
Power BI can be deployed both on-premise and on-cloud. It can also
import data from local databases/data sources, cloud-based data sources, big
data sources, simple Excel files, and other hybrid sources. Thus, Power BI,
a leader amongst a lot of other BI tools, proves to be an efficient and user-
friendly tool for data analysis. It allows you to consolidate data from
multiple sources, make interactive dashboards, evaluate data, create
informative reports, and share it with other users.
What this means is that Microsoft is bringing the power of data analysis
and visualization to every user in the organization and not just the technical
or IT team. Organizations now have the ability to analyze and visualize data
across a different line of business applications, whether that data is resident
on-premises, in the cloud, or in a mix of both places. This experience is
consistent regardless of the device the user is accessing it from – whether it
is a desktop, laptop, or mobile device. Power BI is offering organizations
the ability to have a single view of their most critical data, as well as
monitor the health of their businesses at every point in time. Cool, right?
What’s even better is that the basic features of Power BI are free! BI is
about providing the right data at the right time to the right people so that
they can make the right decisions.
Simply put, users of Power BI take information from different
information sources, for example, documents, Azure source, online
administrations, and Direct Query or passage sources. From that point, they
work with that information on a dashboard provided by Power BI Desktop.
Here, the imported information is cleaned and analyzed as desired. From
that point on, you can then share the reports made in the Power BI work
area on other Power BI platforms like; Power BI Service and Power BI
Report Server. Force BI Service is an online service while Power BI Report
Server is an on-premise for the Power BI desktop.
However, the main parts of Power BI are:

A Windows desktop application called Power BI Desktop.

An online SaaS (Software as a Service) service called the Power
BI service.
Power BI mobile apps for Windows, iOS, and Android devices.
 Diagram of Power BI Desktop, Service, and Mobile showing their
integration.
Creating dashboards Power BI is by sticking perceptions from your
distributed reports. In conclusion, share your dashboards and reports and
team up with different persons from your association or outside, utilizing
conveyance alternatives like an internet browser, Power BI on iPad, tablets,
PCs, mobile devices, and so on.
Power BI provides a collection of services, applications, and connectors
that cooperate to transform your extraneous source of information into
cognizant, outwardly vivid, and intuitive knowledge about data. Your
information might be an Excel spreadsheet or a combination of online
information and a collection of on-premises data. Power BI lets you
effectively interface with your source of information, graphs and find what's
significant, and be able to share with persons involved.
 WHO SHOULD USE POWER BI?
For a business that desires to strive and remain aware of every significant
thing going on in and out of its business environment, there is a need for an
insightful evaluation of productivity, efficiency, and their stand in a
competitive market. They should have the option to spot patterns as they
occur, respond to situations that require prompt consideration, just as taking
advantage of great prospects as they happen.
The best approach to get this insightful knowledge is through clearly
evaluated data and reports that are developed through extraordinary
intelligence and accuracy. There are various applications out there that are
accessible for businesses and analysts to accomplish these objectives yet
sadly, many of these applications do not have all it takes to deliver the
desired outcome. While several others require a high level of investment
and expertise to operate, making them inaccessible to the general business
community.
The way you use Power BI might vary from the way others can use the
app. This is a result of variation in the roles and tasks of a different person
in a team or organization. Others, in different jobs, may use Power BI for
other unique activities. For instance, an executive or management member
on the team may fundamentally make use of Power BI to view dashboards
and reports of progress on projects. While a team member involved with
creating finance and a business report will need the Power BI Desktop in
creating the reports. The report can then be published or shared via the
Power BI services, where the manager or executives view them. A team
member in marketing and sales may predominantly need the Power BI
mobile application to view how sales and marketing strategies implemented
are converted and suggest better marketing strategies for more sales.
In case you're a designer or developer, the Power BI APIs might be your
choice in the Power BI suite. This will be used to drive information into
datasets or to insert dashboards and reports into your custom applications.
Provide you with ideas for existing and new projects. You can make
prototypes of an app and share reports with relevant persons. All other
Power BI suites can be of great help to developers in various ways,
contingent upon what you're attempting to accomplish or your expectation
for a given task.
The way you use Power BI is as a result of the function or feature that
best suits your requirements for a given circumstance. For instance, the
Power BI Desktop can be used to make reports for your business and about
how customers engage with your product and services in an interactive
dashboard and visualized report offered by Power BI. Every aspect of
Power BI is accessible to every user, which is the reason it's so adaptable
and captivating.
Imagine having to decide on something and waiting for two days to get
the report you need to make that decision. By the time the report gets to
you, the data it contains is already two days old. If you happen to be out of
the office at the time the report is generated, you are unable to view it on
any of the mobile devices in your possession and would have to make a trip
back to the office to work with it. Apart from the information presented in
the report, you are unable to ask other relevant questions based on the data
in the report without calling on your team, probably because the report is
not interactive.
In this era of rapid change, there is a need for a data evaluation process
that requires little to no time, is automated, and can be updated with real-
time data. Power BI offers this and more to its users. When you have to
decide on the next step concerning business and a report is required before
decisions can be made. If the report comes in late, there are tendencies for
details on such a report to be outdated already. Probably you find yourself
not present at the office when the reports are generated, there is all tendency
that certain key persons will be cut off from the process if they are unable to
view and contribute to the development of the report on mobile devices.
Aside from the data used in the report, it might be impossible to ask
relevant questions concerning things that are on the report, especially when
the report is not as visual as possible.
You needn't bother with all that problem, because you need an insightful
report on a particular situation. The present business leaders require quick
access to information, within their comfort zone. In summary, this is what
Microsoft Power BI is offering its users.
 FEATURES OF POWER BI
In this chapter, let us consider some of the highlights that people and
businesses might benefit from when they choose to make use of Power BI.

Simple to Set Up : The setup process for Microsoft Power BI very

simple and easy, and you can begin in a moment or two. The online services
offered are without service charge and you can explore the straightforward,
innovative dashboards for normal operations like viewing a report and
begin to get the desired insightful knowledge from your information in a
matter of seconds. You don't have to fill in any financial details as the main
necessity for this service is an email address.

Your Data can be Processed from Anywhere : Wherever your data is

stored doesn't make a difference when using Power BI. Regardless of
whether the information is put away in an excel sheet, accessible on the
web, or stored in an on-premise database framework. It is possible to have a
comprehensive perspective of all your data irrespective of their sources and
location.
Updated Data and Reports : With the intelligent dashboard offered by
Power BI you get updated information as they happen and on the go. This
implies you can see patterns, resolve issues, and take advantage of great
prospects with decisive insight. No need to delay your key decisions
anymore.
Get Real-time Answers to your Questions : This is by a wide margin,
one of my preferred highlights of Power BI. There is an opportunity for you
to make certain inquiries dependent on the information in your report and
get the appropriate responses and possible solutions. Just like the search for
details on Google search engine. As soon as you start to make your
inquiries, Power BI will come up with suggestions on every single
imaginable question that the answers are provided in your report. You get to
make your inquiries in a natural language and that is a great feature of
Power BI.
Every Team Member is Updated : With Power BI every member on
the team involved in making decisions is provided with a unified
perspective on reality. This implies all relevant persons will have the
current status of the business at each point in time. This gives room for
collaboration among strategic partners of a business to settle on fast and
decisive choices.
Ability to Make Data-driven Choices : Power BI enables you to keep a
tab over your information, any place you find yourself. With mobile-
enabled features that are compatible with mobile devices, there is no
limitation to what you can do with your information anywhere you are in
the world. Power BI facilitates the power of virtual decision making, where
critical decisions can be made without the physical presence of
stakeholders.
Develop Reports Exclusively for your Business : Power BI gives the
ability to develop and share content and relevant data to a group of
dedicated persons or every associate in a business setting. The ability to
share visuals like datasets, reports, and dashboard help to equip a person
using Power BI with a customized perspective on the business and as those
that are specific to a certain person.
Ability to Streamline your Application or Administration : You have
the opportunity to incorporate several applications and services that are
peculiar to your organization with the help of Power BI, thereby harnessing
all possibilities, intelligence, and creativity that you can offer. This brings
about quick results when all resources are integrated into one and you will
remain focused on the main objective of the business.
 Can Publish Reports Straight to your Site or Blog : You can now
make outstanding visuals and comprehensive data-driven analysis that can
be shared directly to your sites or blog in no time, thanks to the ‘Publish-
To-Web’ service on Power BI. Reports like quarterly reviews that need to
be published to the general public can now be created with creative visuals
and released straight to the web where your clients and stakeholders can
easily review without hassle.
Appealing Visualizations : The visual description of information is the
core value that Power BI offers its users. With a large range of possibilities
and creative insightful perceptions. Power BI gives the ability to develop
reports and dashboards with either simple or intricate visual representation
as desired to effectively describe your data. There are custom made
visualizations available as well. The visualization in Power BI is more of a
visual description of information for easy depiction. Data can be visualized
as a diagram, chart, map, or other fascinating features that you can use to
visualize your information. You have a wide range of possibilities in a way
to describe and present your information as a report in an innovative
manner. An example of such is illustrated below.
Multiple Data Sources : The ‘Get Data’ feature available on Power BI
provides us with the ability to source for data from a range of sources. The
source of this information can be from anywhere in the range from desktop,
files, cloud-based, organized and unorganized data. The sources of data are
endless and Power BI increases options with every new updated version.

Clarification of Datasets : When you have lots of data from numerous

sources compiled together is known as a dataset. Datasets can be used to
make various types of visual representations and reports. A dataset can be
made of information taken from one source or multiple sources. You can
channel the datasets and have littler subsets containing just the significant
information and logical suitability. With Power BI you get a wider range
that will be discussed in detail in other sections of this book.
Adaptable Dashboards : Power BI offers a dashboard structure that is
easily customized. This dashboard is used to create visuals from datasets.
Multiple tiles are what make the dashboard in Power BI. These are the
pages that make up the reports. Dashboards are where the data visualization
process is carried on Power BI.
Customizable Tiles : Tiles are single pages that house visualized
datasets on the dashboard of Power BI. Tiles differentiate each insightful
perception appropriately to give a more unique insight. Tiles on Power BI
can be customized and adjusted appropriately. Very flexible to operate,
move, and share a desired by the user.
Insightful and Captivating Reports : Reports are a mix of dashboards
having an alternate sort of perceptions applicable to a specific business
point. A report shows a total and organized representation of information in
various manners and uncovering significant insights for users to consume.
 MICROSOFT POWER BI ARCHITECTURE
AND BUILDING BLOCKS

All that you do in Power BI can be simplified into a couple of essential

structures. When you understand these basic structures, you can then work
on every one of them to make detailed and interactive reports. We should
look into these essential structures that make up the Power BI system.
Power BI is a collection of multiple tools that function collectively to
achieve similar goals. In a bid to provide extraordinary business insight
intelligence, Microsoft Power BI innovation is made up of tools like:

Power BI Desktop - tool for improvement integration

Power BI Mobile - for Android, iOS, Windows mobile devices
Power Query - for mashing-up data and analysis of information
Power Pivot - for in-memory plain information displaying
Power View - for survey information representation in visuals
Power Map - for 3D geospatial visualization of information
Power Q&A - for common language Question and Answer
The three main components of Power BI are the Power BI Desktop, the
Power BI services, and the Power BI Mobile applications that are intended
to allow you to make, share, and use insightful processed data in a very
productive manner.
The Flow of Work in Power BI
A typical progression of work in the Power BI suite starts by connecting
to information sources and building a report in Power BI Desktop. You at
that point distribute that report from Power BI Desktop to the Power BI
services and offer it so other team members and users in the Power BI chain
can interface with the report including those using Power BI mobile. This
work process is a typical workflow and shows how the three primary Power
BI components work together.
However, imagine a scenario in which you're not prepared to deploy
your data to a cloud-based server, and desire to let your reports remain in an
on-premises server. You can make, share, and analyze with your Power BI
mobile and with the data you have on your paginated report with the
numerous available add-in and plug-in that the Power BI Report Server is
offering.

The Diagram of Power BI Desktop, Service, and Mobile showing their

integration.
The Power BI Report Server provides a remarkable service of support in
the firewall of your system and conveys your reports to other people that
should have access to it, regardless of whether that is seeing them in an
internet browser, on a cell phone, or via the mail. What's more, since the
Power BI Report Server is perfect with the cloud-based Power BI SaaS, it is
easy to deploy all your information to the cloud when required.
 POWER BI TOOLS
We have characterized Power BI as a set-up of Business Analytics
instruments that help us examine our information and offer insightful
knowledge desired to make a certain business decision. In this area, we are
going to discuss more on the Power BI suite as highlighted in the previous
chapter.
Power BI Desktop : The Power BI Desktop is a comprehensive tool for
business data analysis. It has all the capacities to rapidly interface, shape,
envision, and offer insightful knowledge via Power BI technology. This
work area application is anything but difficult to utilize and intended to
spare important time and exertion by disentangling the way toward
preparing your information for a report. With Power BI Desktop you have a
visual representation of information with creative report creating. You can
move data to put them precisely where you need them on the adaptable and
customizable interface. You can locate designs as fast as possible and
develop patterns with creative visualization.
Force BI Service : The Power BI Service is a cloud-based tool that
requires a subscription. With it, you can develop and share your visualized
reports. It provides the ability to be able to share reports with others who
are also connected via other Power BI platforms.

Power BI Mobile : The Power BI Mobile is an easily accessible

application, and can be downloaded from the Windows Store, App Store,
and Google Play. It enables you to remain in touch with your information
from any place and any time. Having a comprehensive perspective on your
information in no time and certain to keep you updated as you remain
concentrated on other important things. You have complete access to your
customized dashboards and reports from anyplace, just as effectively
collaborate with your information with the help of a touch-advanced
encounter. You get notifications of updates, keeping you in the know with
significant experiences as they happen. Then gives you the ability to share
live reports and dashboards to other people connected to you.
Power BI Gateway : The Power BI Gateway is used on-premises to
make sure data is updated on the go on a report that is already published in
the Power BI service. It is accessible in two releases, the Personal version
for personal use and the Enterprise version, for use in the organization. So
suppose you have utilized information contained in both your SQL Server
and Oracle databases to make a lovely report containing every one of those
significant parameters and the management wants to have access to the
report as you update it and have the report shared on the web via the Power
BI services. How would you keep the information in the report current with
the goal that the management can generally have the right data at whatever
time the report is seen? The Power BI Gateway will help play a critical part
in this feature. It associates with your on-premises source of information
and updates the online information to ensure that it is consistently current.
You can plan an hourly, daily, or weekly update with the Power BI
Gateway.
Since you now have a decent comprehension of the highlights and
abilities of Power BI, as well as the tools you need to make all the magic
happen, it is time to dive in and explore how to download and install Power
BI. The next section explains the detailed steps required to get you started.
 SECTION TWO

INSTALLING THE POWER BI DESKTOP APP

You make use of the Power BI desktop application to make reports, the
Power BI Services (SaaS) helps to distribute the reports, and Power BI
application for mobile devices help to observe the dashboards and reports
created on the dashboard. We have discussed all of this in the previous
section. For the desktop version, it is available in either 32-bits or 64-bits
variants.
Visit the Power BI Download page where you will be able to download
whatever version of the Power BI app you desire.

Clicking the Advanced Download Options takes you to the Microsoft

website. Here, you can read the Installation steps, software, and hardware
requirements.
Click the Download button to download the Microsoft Power BI desktop
from this location.
 Confirm your system requirements on the page as well, check out the
'Advanced Download' option. However, here are the requirements to
download and install the Power BI app on your laptop or desktop system.

Windows 10, Windows 7, Windows 8, Windows 8.1, Windows

Server 2008 R2,
Windows Server 2012, Windows Server 2012 R2
Microsoft Power BI Desktop requires the latest and up-to-date
browser.
Microsoft Power BI Desktop is accessible for 32-bits (x86) and
64-bits (x64) version
There is a variation of language options available to download and
install Power BI.
To install the Power BI desktop, Please navigate your file system to the
Power BI Software that we downloaded previously. Next, click on the
application.
After clicking on the setup, a security warning might likely come up, you
might skill that to continue with the installation process. Start the
installation process by double-clicking on the installer.
You have to click on the ‘Next’ button to continue. The first page of
Power BI install is a Welcome page as shown in the image below. Please
click on the ‘Next’ button to continue your installation process.
 Read and accept the terms in the License Agreement. Then you click the
“I Accept the Terms of the License Agreement” option. After that, you
select ‘Next’ to continue the installation process.
 Now you have to pick the location you desire Power BI should be
installed on your system. You can either allow the default ‘C’ location or
change to a preferred location with the use of the ‘Change’. This will
change the destination and installation directory of the application. Click
‘Next’ to continue your installation process.
 The next page will take you to the installation page. Here you will need
to click on the ‘Install’ button to continue with the installation process.
 Allow the install process to finish; this might take some seconds or
minutes depending on the capacity of your system. As soon as it is
completed a finished page will appear.
 Now you click on the ‘Finish’ button to complete the installation process
and launch the Power BI app.

Allow the Power BI Desktop prompt up to launch the Power BI desktop

features.
 Now you can view the installed Power BI Desktop. The first prompt asks
you to sign in or sign up as the case may be.

You have successfully installed your Power BI Desktop, where you can
load data from different sources, create dashboards and reports, and share
your report with other users.
 Now you are ready to get started with Power BI. How to go about
getting started with Power BI is discussed in subsequent sections.
 SUBSCRIPTION
A single user of Power BI can get a license and subscribe for free Power BI
services with their work or school mail account. This free subscription to
the Power BI services is suitable for small scale business and data analysis
with the help of My Workspace. This package also restricts the sharing of
reports with other users. However, a Power BI Pro user can share reports
and dashboards with other Pro users. A person on the free subscription can
easily have access to the Pro package with an upgrade and if their company
is on a Pro package with Power BI.
Persons interested in starting with Power BI can have access to the Free
and Pro packages. Your organization has a big part to play because they
determine where your data is stored. This in turn has an impact on the type
of package a user can subscribe to.
Another subscription package is the Power BI Premium, which permits
members to have free access to follow up on tasks processed on the
dashboard that are carried out by those on the Premium package. Without
the Pro or Premium membership, you only get access to ‘My Workspace’
and allows you to interface with your information and make reports and
dashboards. A free user is not allowed to publish or share their reports with
other users.

A Pro Power BI membership makes use of shared abilities. When data is

stored in a capacity that can be shared, the Power BI Pro users can interface
and collaborate effectively on a particular dashboard and report. This gives
every user on board the ability to subscribe to reports and dashboards, make
use of shared data, distribute data and report to application workspaces, and
share dashboards. However, Pro users are allowed to share data, a report,
and dashboard with Premium users, who are also subscribed to the Pro
package.
The admin of a Pro package is allowed to assign licenses to users with an
organization that is listed while making the subscription. There is a monthly
charge per every user listed on the Pro package. This type of joint
subscription allows joint effort, distributing, sharing, and evaluation of
activities. Microsoft helps in storing data in the cloud to enable access by
everyone on the team.
A Power BI Premium membership allows a specific ability to a
company. Appropriate for cloud and on-premises big data analysis,
enormous business intelligence activities, and so on. Premium gives superb
control over content and level of flexibility. There will be an admin in
charge of management and capacity handling. There is a monthly fee that is
decided on after a consultation process. Premium users can share and
publish data and resources with the Power BI Pro users. However, one user
on the Premium package needs to also have a Power BI Pro subscription.
Then, if you are a developer or report creator you also need to subscribe to
the Pro package.

The two kinds of paid memberships aren't unrelated. You are allowed to
subscribe to both Premium and Pro packages. Check out the Power BI page
to have a better insight into the capacity and limitations of each package.
Lastly, there are also the guest users. Subscribed users are allowed to
give access to unsubscribe users to view reports and other resources with an
invitation. This is possible thanks to the Azure Active Directory Business-
to-business that allows subscribed users to invite an external person to view
resources without a subscription. You need to have the following things
before you can share with external users: The capacity to publish resources
to users outside your organization’s list and the visiting viewer must have
the best possible permission set up to see what is shared with them.
Subscribing To The Power BI Service (Free)
All we have been saying in the previous section is that you will need a
functioning subscription to have access to Power BI. With an active
membership on Office 365 that permits the Power BI subscription, just
allocate the free Power BI license to those that will be on your team, and
they can begin to make use of Power BI fully.
However, when there is no current Office 365 membership and might
want to buy into the Power BI online assistance, the steps highlighted below
will help you out.
Browse to the Power BI portal, find the get started page and click on “Start
Free.”
 You click on the “Sign Up” button.

You will be asked to fill in a work or school email address and click
“Sign Up”.
Please note that if you are a regular user and your email address is not
associated with an Office 365 subscription, you will be required to fill in
your details so a new account will be created for you. The form you have to
fill out will look like the one below. Fill in the required details and click
'Continue' at the bottom of the page to sign up.
However, if you are a normal user and your email account is not listed
with an Office 365 membership, there will be a need to provide your details
so that a new account can be created. Fill in the necessary information and
select the "Continue" button at the base of the page to join. Follow the
procedure and you will get signed up for free in no time.
Subscribing To Power BI Pro And Premium (Paid)
Follow these steps to help you subscribe to the Power BI Pro (paid
service).
You browse the Power BI pricing page by clicking on the ‘Buy Now’
button at the top right-hand side of the page.

Click on “Buy Now” for the Power BI Pro package, for steps on how to
subscribe successfully.
Or Click on “Request A Consultation” for the Power BI Premium
package.
Kindly note that your debit or credit card details might be required for
you to subscribe to either or both services.
 SECTION THREE

OVERVIEW OF HOW THE POWER BI

SERVICE WORKS

This Chapter gives a brief overview of how the Power BI service works and
requires about five minutes of your time!
Data analysts and business intelligence experts now prefer to make use of
Power BI Desktop to make reports, and afterward publish and share their
reports via the Power BI services to other people. Here is a quick overview
of how it is done.

A Picture of Power BI Service with processed visualized data.

We know Power BI is best used:

To associate various data together

To create a data model for analyzed and cleaned data
To develop visual representations like graphs and charts that
give visualization to a report
 To make reports with a wide range of design
To publish and share reports with other relevant persons
Data analysts and business intelligence experts are most likely always
responsible for this kind of task, but Power BI is easily achievable by just
anyone. This is because numerous individuals who don't view themselves as
a data analyst or a report maker use Power BI Desktop to make convincing
reports or to pull information from different sources and create meaningful
insights from them, which will help make a great difference to business and
productivity as a whole.
Power BI Desktop provides three perspectives, which you can click on
by the left slide of the page. The perspectives appeared as per the order in
which they show up, listed below:

Report: This is where you spend the most time on Power BI,
making reports and visuals.
Data: This perspective provides graphs, tables, parameters, and
other information that is required to create a report, and allow
you to transform information into something better.
Model: This perspective will allow you to create interactions
among parameters in a dataset.
The picture below shows the three perspectives, Report, Data and Model
as shown along the left half of the page:
Connect to Data
To begin with Power BI Desktop, the initial step is to get connected with
the sources of data to develop your report. The data sources you can
connect to on Power BI Desktop are numerous. Check out the steps to get
this done; we will be discussing more on this in a subsequent section,
elaborating on the various ways to connect to a data source.
When You Need to Get Connected to the Data Source:
When you get to the Home Page, pick the 'Get Data' tab. The Get Data
window shows up, indicating the numerous platforms to which Power BI
Desktop can get data from.

Image of the Get Data tab on the Power BI Desktop.

At the point when you pick a type of data to connect to, some
information will be required, for example, the URL of source and other
details that is required for Power BI Desktop to associate with the
information source for your benefit.
 Image of URL and or credential dialog box on the Power BI Desktop.
As soon as a data source is connected to your Power BI dashboard, the
next thing is to try and transform the information so it's valuable and fit for
a report.

Transform and Clean Data, Create a Model

With the Power BI Desktop, there is the ability to analyze and change
information with the help of the Power Query Editor. This will help you
clean up and transform your data, for example, changing the type of
information contained, deleting some segments, or bringing together
information from numerous sources. It is like a shaping tool: you start with
an enormous loop of information, at that point shave off pieces or add other
useful information, until the state of the information is the way you desire
and useful.
To Begin the Editing Process:
The Power Query Editor window shows up when you click on the 'Edit
Queries' from the Home ribbon page.

Image of Power Query Editor Page on Power BI Desktop.

Every process involved in cleaning up and transforming information, for
instance, editing data in a table, changing the name tags of tables, or erasing
a section is carried out by the Power Query Editor. Whenever this inquiry
interfaces with the source of information, the process is repeated to help
provide your data as you have stated.
Here in the picture below is data that has been transformed and shaped
into a dataset in the Power Query Editor window.
 As soon as you are satisfied with the way your information appears, it is
time to start creating visual representations.
Create Visuals
When your dataset is transformed properly, you can start creating visuals
by moving move fields to the report page. A visual is a pictorial view of the
information in your model. There is a wide range of sorts of visuals to look
out for in Power BI Desktop. The image below represents a section outline
represented in columns.
 To select a particular type of visual representation, make use of the
Visualizations pane, and click on the visual icon type that is most applicable
and appropriate.
 Image of the Visualization Pane Dropdown of Power BI Desktop.
Once you have a visual chosen on the report canvas, the chosen pictorial
representation is displayed on the dashboard. When there is no selected
visual on the page, a new visual is automatically selected to represent your
data.
Creating Reports
All the more regularly, you'll need to make an assortment of visuals that
show different parts of the information that you have to make your report in
Power BI Desktop. You have numerous types of visuals to make use of. The
picture below is the Overview page as seen on the main page of a Power BI
Desktop report.
 Picture of the Overview tab when creating a report on Power BI Desktop.
Sharing Reports
When the report is completed and available for other people to view, the
Power BI service will help you share the report, and make it accessible to
anybody in your team who has access to the Power BI profile of the
organization.
Click on 'Publish' on the Home strip on the page to help publish a
completed report:
 Image of the ‘Publish’ button on the Power BI Desktop.
You can be connected to the Power BI administration through your
Power BI account to your Power BI Desktop. You have to choose where in
the Power BI suite you would prefer to publish a report, for example,
personal workspace, a shared dashboard, or anywhere else in the Power BI
suite. A Power BI subscription is required before you can publish and share
reports on Power BI services.
 DATA SOURCES FOR THE POWER BI
SERVICE
This chapter introduces the various sources of information and how they
can be connected to Power BI and requires about ten minutes of your time.
Data is the main lifeline of Power BI. We already know that when you want
to visually represent information, you may do that by making outlines and
dashboards, or reports. The dashboard, visual reports, and graphical
visualizations are made possible with the availability of data. The big
question that we will be answering in this section has to do with where all
the data we make use of on Power BI originates from. We can simply say
data source is the answer.
In this section, we're going to cover some of the main sources of data
that can be associated with the Power BI administration. Note that we will
not be covering all as the number of sources of data increases with every
new updated version. When you pick these information sources, you will
need to have installed and subscribed to Power BI Desktop services or other
related features first, as discussed in the previous section. We will look into
discussing individual data sources as we progress in this section. For the
time being, how about we take a general view of the various kinds of
information sources accessible to Power BI users.
To source for data in Power BI, the first thing is to locate the ‘Get Data’
usually on the homepage of the Power BI desktop when launching it.
Image of the ‘Get Data’ button showing it in the lower left of the Power BI
service page.
After you must have clicked on ‘Get Data’, you can choose the source of
data.

Image of the Get Data choices, showing the options to choose the data you
want to access.

Discover Content
The Discover content segment contains all the information and resources
that might have been sorted out and ready for use. This section contains the
‘My Organization’ tab and the ‘Services’ tab.
The ‘My Organization’ is for those that have combined Power BI Pro
subscription, probably by the organization, with this option you can make,
transform, and publish data. While the ‘Services’ tab is suitable for
individual users and also requires that you are subscribed to Power BI
services to access most of its features and tools.
Creating New Content
The ‘Create New Content’ segment contains choices for making and
bringing in data from various sources. Power BI provides two approaches to
make or import your data which are via ‘Files and Databases’ tabs.
Files Option
Excel, .xlsx, and .xlsm files: The workbook of Excel may incorporate
various types of information. For instance, it can incorporate information
that you put into the worksheets. It can likewise have information that was
questioned and stacked from a different source of information like Google
or a search engine. You may import information from tables in excel
worksheets, or import information from an information dataset. They are
compatible with files on Power BI Get Data.
File from Power BI Desktop i.e .pbix files: Power BI Desktop can be
used to make inquiries and get information from external sources and make
reports. You can likewise expand your information dataset with parameters
and connections, or import your Power BI Desktop document into your
Power BI site. This provides you with a superb flexible experience with
your data. You need to have a comprehensive knowledge of how to source
data to get this done effectively.
The Comma-Separated Value files: The .csv files are basic content
records with lines of information. Each line may contain at least one
quality, every detail is separated with the use of a comma. Just like a .csv
file containing name and address information may have numerous lines.
Every line of information can have values for Names, Address, City, State,
etc. It is not possible to add more information into this type of file,
however, numerous applications can help save information in tabular forms.
Various other types of files like .xml table files and .txt text files are also
compatible with the Power BI services. You can get and analyze and move
the data into an Excel or Power BI Desktop type of file before using Power
BI.
Note that the location of your file and where they are stored has a huge
effect on their compatibility as well. Business OneDrive gives the best
measure of adaptability and incorporation with Power BI. It is also a great
idea to keep your documents on your PC drive. However, whenever you
have to update your information, you have to go through certain steps to get
it done successfully.
Databases Option
The Power BI services offer possibilities of getting data from cloud-
based sources, there are possibilities of integrating several of the Azure
Database platforms as well.
The integration of cloud-based data sources to Power BI is usually done
live. Suppose you have access to any of the Azure Database platforms.
Power BI allows you to analyze data from such sources. Power BI makes
updates right to the database, at whatever point you edit your information or
introduce more data to the dataset.
Databases on-premises - From the Power BI administration, you can
associate legitimately to SQL Server Analysis Services Tabular model
databases. For you to achieve this, there is a need for a Power BI Enterprise
entryway. We will be discussing more on this in a chapter on getting data
from web sources.
All other types of database sources in your company will have to be
connected to Power BI Desktop or Excel to interface with, inquiry, and
move information into an information model that is compatible with Power
BI. You would then be able to bring your data into Power BI to be used
alongside other datasets. It is also possible to set up an automatic refresh of
data on a dashboard or report thanks to the Power BI Query that will make
use of the information in your database to refresh your dashboard.
When your source of information is not any of the mentioned sources:
Power BI doesn’t limit the possibilities of getting data from any source.
Any place you get your information from, the information must be in a
format that can be used for the dataset by Power BI. If your data is readable
and usable, Power BI can make reports and dashboards, and do every other
thing required of such data.
A few information sources as of now are designed to be compatible with
Power BI services. These sources resemble content packs from specialist
organizations like Google Analytics and Twilio. SQL Server Analysis
Services Tabular model databases are prepared for use, as well. It is
possible to likewise interface live to databases in the cloud-like Spark on
HDInsight and Azure SQL Database.
In different cases, it may be important to question and load the
information you need in a file format. For instance, if you have information
about logistics activities about your company. That information can be
stored on a server database. You cannot edit or operate a database and its
information in the Power BI services except if it is in table format. In any
case, you can utilize Power BI Desktop or Excel to question and transfer
that information into a dataset that can be saved. You would then be able to
bring that dataset into Power BI to operate with it.
Even though you can't interface with your information source
straightforwardly from the Power BI services you can in any case get that
information to connect to Power BI. You might just need a couple more
procedures to get it done and perhaps some assistance from your IT office.
Updating Your Data
Perhaps you save your data on your PC or drive someplace in your
company. There will be a need for Power BI gateway with the goal that you
can update the dataset in Power BI. The PC that houses the data needs to be
operating whenever you want to update your data. Your data can be re-
uploaded whenever you need it, these are not done without you putting the
settings in place.
If your data is saved on the cloud-based database, you would then be
able to function with it or import them into Power BI. At that point, your
dataset, reports, and dashboard will consistently be refreshed. Since Power
BI operates as a cloud-based system, it can easily associate with any
updates made to the database in real-time. The updates will be at an interval
that you must have been predetermined by you.
Cloud-based datasets can be constantly refreshed. Much of the time, they
are refreshed on an hourly or daily basis. It is possible to initiate the refresh
manually, however on seeing refreshed information will rely upon the
organization. Updates to content packs from individuals in your association
will rely upon the information sources utilized. They'll additionally rely
upon how the individual who made the dataset designed the update settings.

At the point when you want to connect data from SQL Server Analysis
Services from Power BI, it's a live association simply like an Azure
database in the cloud. The thing that matters is simply the database is on a
cloud server managed by your company. Power BI gateway will be required
and the IT personnel will manage its operations.
Refreshing a collection of data is a very significant piece of Power BI,
and will be discussed subsequently in another section below.
Limitations and Constraints
For all information sources utilized in Power BI, there are some
constraints and limitations. Different constraints apply to certain features,
let us consider some of these limitations:
Limit to a Dataset : A limit of one GB for datasets put away in Shared
limits in the Power BI administration. When there is a need for bigger
datasets, Power BI Premium can be used.
Unique Column Value : If you have to save information in a Power BI
dataset with the 'Import' button, there are about 2 billion limits concerning
the number of parameters that the column can save at a time.
Limits of Rows : If you are making use of Direct Query, a limit can be
enforced on the results data that are sent to your concealed information
source in Power BI. When the question sent to the information source is
more than one million rows, error message and failure prompt come up.
Your basic information can have about a million rows and nothing more.
You are probably not going to run into this limit as most reports total the
information into little sections for easy accessibility.
Limit Set on Columns : About 20,000 columns is the highest number of
columns permitted in a dataset, overall tables in the dataset. The limitation
applies to almost all Power BI datasets. The number of tables and columns
are evaluated along this line in the dataset.
 HOW TO GET DATA FROM EXCEL
WORKBOOK FILES
This chapter discusses how to connect Excel workbook to Power BI and
requires about eight minutes of your time.
Over the years, Microsoft Excel has risen to be a dominant business tool
that several people and organizations associated with. Excel is definitely top
on the list of preferred Power BI data sources.
The Type of Workbooks Supported by Power BI
Worksheets created on Excel versions not older than 2007 and above are
supported on Power BI. These worksheets should be having the .xlsx or
.xlsm extensions and should not be more than one gigabit. A few highlights
portrayed in this chapter can only be carried out with an updated Microsoft
Excel version.
Excel Worksheets with Tables of Information : If the Excel Worksheet
comprises a range of data, you will have to convert them to the table before
you can access them properly on the Power BI desktop. So when you are
working on your reports in Power BI, you will be able to see columns and
tables outlined properly in the Fields sheet, this will make it a lot simpler to
transform your information into visual representations.

Excel Worksheets with Information Models : Excel worksheets can

contain an information model with at least one table of information stacked
into it by when other tables are connected, you can use the Query, Pivot,
and Excel ‘Get and Transform. Parameters such as KPIs, relationships,
hierarchies, and measures are also compatible and used on Power BI as
well.
A Worksheet that is Linked to Information on an External Database
: If your Excel worksheet associates with an outer information source, when
your exercise manual is in Power BI, you can make reports and dashboards
dependent on information from that associated information source. You can
likewise arrange Scheduled Refresh to naturally interface right to the
information source and get refreshes. You'll no longer need to revive
physically from the Data strip in Excel. Any perceptions in reports and tiles
in dashboards dependent on information from that information source are
refreshed naturally.
Excel Worksheet with View Sheets, PivotTables and Diagrams : How
your PowerView sheets and PivotTables and diagrams are displayed in
Power BI relies upon where you save the files of the Excel worksheet and
how you decide to import those files to Power BI. This is further outlined
below.
Types of Information : whole and decimal number, date and time,
currency, Yes/No, text are all accepted on Power BI. Outlining information
as explicit information types in Excel will improve how your data can be
used on Power BI.
One Excel Exercise Manual – Two Different Ways to Utilize It
When your excel worksheet is saved in a drive, you'll have two or three
different ways you can make use of the information on it to access Power
BI.

How to Import Excel Data into Power BI

At the point when you pick the Import option, any information in tables
that are accepted as well as the information model is brought into another
dataset in Power BI. If you have any Power View sheets will be converted
to reports when imported to Power BI.
You can keep altering your Excel sheet. If any changes are made to the
Excel sheet and they are saved, it will reflect in your Power BI dataset, in
about 60 minutes. If you need more quick delight, you can simply select the
‘Publish’ once more, and the alterations made to your Excel sheets are
updated instantly. All visualized representation on your reports and
dashboards will be refreshed, as well.
Pick this choice if you've utilized Get and Transform information or
Power Pivot to move information into an information model, or if your
Excel sheet has Power View sheets with visual representations you need to
find in Power BI.
Connect, Manage and View Excel in Power BI
If you select the ‘Connect’ option, your Excel file will show up in Power
BI simply as it would in Excel Online platform. In any case, not too similar
in representation as Excel Online, some features allow you to move
components from your Excel file right to your Power BI work area.
Your excel sheet can not be modified with Power BI. Yet, when there is a
need to make changes on your Excel sheet, you select the ‘Edit’, and
afterward it pop-up the Excel Online or open Excel on your PC. All the
modifications made will then be saved on your one drive for Power BI
consumption.
Make use of this process if you just have information on your Excel
sheets, or when there are ranges on the sheet, tables and other diagrams that
you desire to transfer to your Power BI dashboards.
Import or Connect to an Excel Workbook from Power BI
You have discussed how to go about the Get Data option from previous
chapters. So, in the Power BI navigation pane, select ‘Get Data’.

Click on the Files option of the Get Data.

 Find your file.

Select where your Excel file is located from these options and proceed.
Local Excel Workbooks
You can also use a local Excel file and upload it to Power BI. Simply
select Local File from the previous menu, then navigate to where you have
your Excel workbooks saved.
You can likewise make use of an Excel document saved on a local drive
and transfer it into Power BI. Essentially select Local File from the past
menu, at that point locate the Excel file where it is saved on your local disc.
 After you must have selected the appropriate option, click ‘Upload’ to
move the Excel document to your Power BI for use.

Once your workbook is uploaded, you get a notification that the

workbook is ready.
 Once the workbook is ready, you can find it in the Reports section of
Power BI.

There are a couple of limitations that can occur when bringing an excel
sheet into Power BI Desktop:
Tabular Model from External SQL Source : In Excel, it's conceivable
to make connections with SQL data models and develop PowerView reports
of these models without the need to import the information. This kind of
feature is as functional and skipped when you are transferring data on an
Excel sheet to Power BI Desktop. You will need to also make those SQL
connections on Power BI desktop before they can function properly.
Hierarchies : This kind of information model is not functional on Power
BI Desktop. In that capacity, they are skipped when trying to import Excel
files.
Binary Information Column : This kind of information model segment
is now not functional on the Power BI Desktop. They are always rejected
from the subsequent table in Power BI reports.
PowerView Features that are Not Supported : There are a couple of
PowerView features that do not function on Power BI Desktop, for
example, some graphs and themes such as graphs with play pivot, drill-
down features, etc. All features that are not supported on Power BI might
prompt error messages and you might need to make some modification and
removal for the data to function properly.
 HOW TO GET DATA FROM PDF FILES IN
POWER BI DESKTOP
This chapter discusses how to connect to PDF to source for information
and requires about two minutes reading time.
Power BI Desktop allows you to interface with a PDF document and make
use of the data saved in the document, much the same as some other source
of data in Power BI Desktop.

How to Connect to a PDF File

For you to get connected to a PDF document you will have to click on
the ‘Get Data’ option from the Home strip in Power BI Desktop. So you
click on the File option from the classes on the left, and there you will be
able to see the PDF option.
 After that, you will be asked to select where the PDF document is
located. When you select the PDF document from your drive, the Power BI
Navigator platform shows up and shows the information accessible from
the document. At this point, you will be prompted to select the features that
you want to import from the PDF document.
 Choosing a checkbox close to found features in the PDF file shows them
in the correct sheet. At this point, you can import by clicking on the ‘Load’
button to transfer the information to Power BI Desktop.
With new updates in the Power BI Desktop version, it is now possible to
indicate the number of pages you want the information on that should be
connected to the Power BI.
Considerations and Restrictions
If you are subscribed to the Premium package and using the PDF
connector on datasets, the PDF connector would not connect the right way.
For the PDF connector to function properly, you will need to make some
settings to the dataset and use a gateway, while you make use of the
gateway to confirm the connection.
 HOW TO CONNECT TO DATASETS IN
POWER BI SERVICE
This chapter explains how we can connect data from Power BI services to
Power BI desktop and requires about eight minutes to read.
You can build up a live association with a common dataset in the Power BI
services, and make a wide range of reports from those datasets. You can
make your ideal information model in Power BI Desktop and distribute it to
the Power BI service. At that point, you and other teammates can make
various reports in individual .pbix documents from a general information
model, and store them in various workspaces. A live connection on the
Power BI service makes this possible.

There are all sorts of benefits of this feature, including best practices,
which we discuss during this article. We recommend you review the
considerations and limitations of this feature.
This feature provides a wide range of benefits, and that is what we will
be discussing in this chapter.
Using a Power BI Service Live Connection for Report Lifecycle
Management
A big task with the prevalence of Power BI is the ability to share reports,
dashboards, and various information models. It can be anything but difficult
to make convincing reports in Power BI Desktop, and use Power BI
services to publish them and to make an extraordinary visualization set of
data. Since such a significant number of individuals do as such, regularly
utilizing the equivalent of almost the equivalent datasets, realizing which
report depended on which dataset and how each new dataset can turn into a
test. Thanks to the live connection option on Power BI service it is now
easier to make and share visualized reports and dashboards.
How to Create and Share Dataset that Anyone Can Use
Suppose you are the data analyst in your organization. And you have the
experience of making great reports from a pile of data related to your
organization. You are aware that with Power BI services you can make data
models and report, and afterward publish them for review.

In this chapter, we will consider how others can utilize a dataset you
have created for their own reports, in their own workspaces, and empower
everybody to utilize a similarly strong, screened, distributed dataset to
create individual reports.
How to then Connect to a Power BI Service Dataset via a Live
Connection
When you develop the dataset that a report is created from, you can
make use of Power BI services to share that dataset. The report appears in
the group's workspace for other team members to have access to its dataset.
Even if the report and dataset are saved in a different workspace, it is
possible to give permission to others to have access and make use of it.
Other members in and out of your workspace can now establish a live
connection to your shared data model using the Power BI service live
connection feature. They can create their own unique reports, from their
original dataset, in their own new experience workspaces.
With Power BI services, different individuals all through your workspace
would now be able to set up a live connection with the dataset and report
that you share and publish. They can make their own interesting reports,
from their unique dataset, in their own new experience workspaces.
The image below shows how a report is created and shared with the
Power BI service from Power BI Desktop and contains the information
model used to create the report. At that point others can interface with your
information model utilizing the Power BI administration live association,
and make their own special reports in their own workspaces, using the
dataset that you have created.

If you save your dataset to a classic shared workspace, only members of

that workspace build reports on your dataset. To establish a Power BI
service live connection, the dataset to which you connect must be in a
shared workspace of which you are a member.
A dataset that is stored in a classic shared workspace cannot be accessed
by users that are not connected to that particular workspace. For you to set
up a live connection on Power BI service, the dataset to which you interface
should be a workspace that is shared, and other team members are
connected.
Steps on How to Use the Live Connection on the Power BI
Service
Since we now have an idea of how valuable the live connection on
Power BI service can be, and that it can be a great way to maintain continue
management of your dataset and report, we should consider all that is
required to get our report and dataset to a dataset that is shared with other
team members, so everyone can have access to your report and
accompanying resources.
Publish a Power BI Report and Dataset
The first step in managing the report lifecycle using a Power BI service
live connection is to have a report and dataset that teammates want to use.
So you must first publish the report from Power BI Desktop. Select Publish
from the Home ribbon in Power BI Desktop.
The initial phase in dealing with the report lifecycle utilizing a Power BI
administration live association is to have a report and dataset that partners
need to utilize. So you should initially distribute the report from Power BI
Desktop. Select Publish from the Home strip in Power BI Desktop.

You must be logged in to your Power BI account. If not, you will be

asked to log in.

From that point, you will be able to select the location of your workspace
where you can publish your report and dataset. Keep in mind, when it is
stored in another shared workspace, at that point anybody with permission
will be able to make use of the dataset. You have to ensure that before you
publish a dataset or report, permission is set up accordingly. When you save
a dataset on a classic workspace all other users without express permission
will be denied access to use the dataset through a live connection on Power
BI services.
 In the image below, Power BI Desktop gives direction on how to go
about publishing datasets in a shared workplace.

When complete, you will get a confirmation prompt for Power BI

Desktop indicating the success of the process and gives you access to
certain reports in the Power BI services, giving you great and effective
insights from the visualization of your dataset.
 Finally, you now have your report and accompanying dataset saved on
Power BI services, you are now allowed to share it. You must confirm that
the report is of the desired quality for you to promote it. Power BI tenant
provides you with a possibility for you to confirm the credibility of a report
from experts. When your dataset has all these confirmations there are all
tendencies for it to show up more when other users with permission search
for your dataset.
You have to set the permission for the dataset that was used to create the
report. When you Build Permission it determines those that will have access
to a dataset. It can be configured in the workspace, or after an application
must have been shared from your workspace.
The next thing is to discuss how different members on a team can
connect and use a dataset from a workspace they have permission to access.
How to Create a Live Connection to a Published Dataset on
Power BI Service.
To build up an association with the distributed report, and make your
own report a dataset that is already published, you have to:

Click on ‘Get Data’ from the home page in the Power BI

Desktop.
Click on the Power Platform that you can see on the left sheet.
 Afterward, click on the Power BI datasets.
You will be asked to log-in if you are not currently logged in. When
logged in to Power BI you will be able to see all workspaces that you
belong to. You will then be asked to choose the workspace with the dataset
that you intend to build a live connection with Power BI services.
The datasets in the rundown of any workspace you can see are the shared
datasets you have access to use. You can scan for a particular dataset and
see its name, proprietor, and the workspace where it is stored, and the last
time it was updated. You likewise will be able to see the datasets that have
been confirmed. Confirmed datasets are usually the first set you come
across.

If you click on the ‘Create’ button, then a live connection is set up with
the dataset you wish to work with. The fields and parameters in them are
usually loaded with data into Power BI Desktop continuously.
 With all this in place, you and other members of the workspace can
make use of the same datasets to create and publish custom reports. The
process is an incredible one and is best valued when putting to practice. The
possibilities of seeing different types of unique reports from a similar
dataset give more for clarity on the perspective of everyone.
Restrictions and Considerations with these Services
If you are making use of live connection on Power BI services, there are
a couple of restrictions and contemplations to always look out for:
A dataset can only be accessed by users that have Permission to connect
to the shared dataset when connecting through Live connection on Power
BI services.
Users subscribed to the free package will only be able to observe
datasets in ‘My Workspace’ page and it is also applicable to those with only
Premium access.
Some features are not available because it is a live connection. Features
like the left-route panel and data modeling will not be accessible. You are
limited to one dataset connection per every report you have access to.
Because this is a live connection, features like Row-level-security and
those similar to that feature functions automatically. This is similar to what
happens when you are connected to SQL.
If the features of a shared dataset are altered the person who created the
dataset shared document, the dataset, and report that is partaken in that live
connection is overwritten. Reports created from that dataset remain intact,
however, any change made to the dataset will show on the report.
Teammates on a workspace do not have permission to change the
initially shared report. When this happens there will be a prompt for you
that you should rename the document, and distribute it.
If you erase the mutual dataset in the Power BI services, at that point
different reports dependent on that dataset will no longer work
appropriately or show their visuals.
For Content Packs from My Organization, once copied, you can't replace
the report created on the service or a report created as part of copying a
Content Pack with a live connection. Attempts to do so result in a warning
that prompts you to rename the file, and publish. In this situation, you can
only replace published live connected reports.
When working on ‘Content Packs’ in ‘My Organization’, once
replicated, you can't supplant the report made on the workspace or a report
made as a component of duplicating a Content Pack that is established
based on a live association. Endeavors to do so bring about a notice that
prompts you to rename the record, and distribute.
When a shared dataset is deleted in the Power BI services it implies that
nobody can see or have access to that dataset any more even in the Power
BI Desktop.
 HOW TO GET DATA FROM WEBPAGE BY
PROVIDING EXAMPLES
This chapter discusses how to get data from webpages and requires about
two minutes to read.
The ability to source information from a site page gives users the ability to
make use of information sets on a website and publish to create reports on
the Power BI Desktop. It is known that information on Web pages is not in
clean tables that are simple to make use of directly. Getting information
from such pages can be difficult, regardless of whether the information is
organized and in line with your requirements.
The Get Data from Web option on Power BI is a feature that allows you
to provide examples of data you want to extract from a web page and allow
Power BI to do the extraction for you. The Power BI desktop makes use of
the example you have provided to source for similar data from the
webpages you have indicated. Having this feature allows you to extract a
wide range of information from Web pages, incorporating information
found in tables and other plain and useful information sets.

How to use the Get Data from Web by Example Feature

 Click on the Get Data option on the Home page menu. In the pop-up that
shows up, click on ‘Other’ from the classes in the left sheet, and afterward,
you click on the ‘Web’ option as shown in the image below.
You can then click on ‘Connect’ to continue with your get data process.

If you have installed your Power BI desktop and wish to practice as we

proceed you can make use of the Microsoft Store URL that was used in this
chapter:
In From Web, enter the URL of the Web page from which you prefer to
get information from. In this chapter, the Microsoft Store Web page was
used to illustrate how to use this feature.
 So you proceed to click on ‘OK’, you're taken to the Navigator pop-up
box from which all tables that are automatically detected from the URL
used are extracted. The URL we used does not have a table on it, so no item
was selected for preview. If your web page has a table it will appear below.

When you add a table by providing examples, the tables from the web
page will appear on the intelligent window where you can see the data
extracted. Provide examples of the type of information that should be
extracted.
In this model, we'll separate the Name and Price for every one of the
games on the page. We can do that by determining two or three examples
from the page for every column. When you provide examples, the Power
Query separates information that fits the type of example you have provided
through its smart extraction features.

You can only provide examples that are no longer than one hundred
characters.
When you're content with the information that Power Query has gotten
out from the URL, you can then click on the ‘OK’ option and it will lead
you to an editor.
From the Power Query Editor, you can then make more changes or shape
the information, for example, adding this information with other
information from other sources.
 At that point, you can make visuals or in any case make use of the
information from the URL page creating a dataset, working on your
dashboard, and creating reports on Power BI Desktop.
 HOW TO CONNECT TO LINKEDIN SALES
NAVIGATOR IN POWER BI DESKTOP

This chapter discusses how to connect LinkedIn to Power BI as a source of

data and requires about three minutes to read.
With Power BI Desktop, it is possible to connect with LinkedIn Sales
Navigator to source for data and assemble connections simply like some
other information source in Power BI Desktop and make instant reports
from the information you get on the dataset.

Image of LinkedIn Sales Navigator Usage tab.

For you to establish a connection with datasets on LinkedIn with the help
of the LinkedIn Sales Navigator, it is required that you subscribe to the
LinkedIn Sales Navigator Enterprise package, and be assigned on the Sales
Navigator Contract as the Admin or Reporting User.
Connect to LinkedIn Sales Navigator
When you need to establish a connection with data from LinkedIn Sales
Navigator, on the homepage of the Power BI Desktop, click on ‘Get Data’.
After that click on Online Services from the classes on the left, you can
then search till you find the ‘LinkedIn Sales Navigator (Beta)’ as indicated
in the image below.
Get Data in Power BI Desktop
Power BI will prompt you that you are about to interface with an
outsider connector that is as yet a work in progress.
When you select Continue, you're invited to indicate which information
you need. Brief for which data to give.
From the LinkedIn Sales Navigator page that will show up, click on
which information should be extracted, you can make use of the ‘All
Contacts’ features or selected contacts from the primary drop-down
selector. You would then be able to determine the limit of data to compel by
providing date values to help make your data specific.
 You will need to be logged in to your LinkedIn account: After all
necessary information is given, Power BI Desktop interfaces with the
information related to your LinkedIn Sales Navigator contract. With the
help of a similar email address you used to sign up to LinkedIn Sales
Navigator through the site.
After you must have successfully connected, the LinkedIn Sales
Navigator contract you selected will show up on your Navigator window.

Select the information you want to extract with Navigator.

From the data you extract from the LinkedIn Sales Navigator, you can
make any report of your choice. For you to find the process easy, there is
likewise a LinkedIn Sales Navigator .PBIX record that you can download,
that has test information previously extracted. This will help you to get
acquainted with the information and the reports that are provided from
LinkedIn.
The PBIX document can be downloaded from this page or search online
if this doesn’t work: from Power BI click on connect data and then service
templates app samples.
LinkedIn Sales Navigator likewise provides an application template that
you can download and utilize, as well apart from the PBIX document. Let
also see how you go about that!
How to Use the LinkedIn Sales Navigator Template App
For you to get familiar with the LinkedIn Sales Navigator, there is a
template application that helps you to create a report from information
extracted through the LinkedIn Sales Navigator automatically.

After downloading the application, you have the option to decide either
to interface with your information or investigate the application with test
information. You can then return to connect with your own LinkedIn Sales
Navigator information when you are familiar with how to generate reports
from LinkedIn.
 When connecting with information for LinkedIn Sales Navigator, the
Usage tab shows your general LinkedIn Sales Navigator information.

With the ‘Search Tab’ you can search further into your query items:
 Now that you are familiar with the sample information you can then
connect to your data by selecting the edit application in the upper right
corner and afterward click on ‘Connect Your Data’ from the page that
shows up.

At that point you can associate your information, choosing how long
information to extract. You can extract data over a year long. There is a
need for you to log in, again with a similar email address you use to sign in
to LinkedIn Sales Navigator on the site.

The layout application at that point updates the information in the

application with your information. You can likewise set up an automatic
update, so the information in your application is as current as your revive
recurrence determines.
When the information is refreshed, you can see the application of having
your information.
Finding Support
If you run into issues when trying to get data from or connect to
LinkedIn contact the LinkedIn Sales Navigator Help Centre at the pilot.
HOW TO CONNECT TO ADOBE ANALYTICS
IN POWER BI DESKTOP
This chapter requires about two minutes to read.
With Power BI Desktop, you can associate with Adobe Analytics and
utilize the hidden information simply like some other information source in
Power BI Desktop.

How to Get Connected with Data on Adobe Analytics

To get started, click on the ‘Get Data’ feature on the Home page of
Power BI Desktop.
From there you can click on ‘Online Services’ that shows up on the left
section of the page, and there you will find the Adobe Analytics connector.
 Remember to click on the ‘Connect’ button at the end of the page.
From the Adobe Analytics page that shows up, click on the Sign-in
prompt, and give your details to log you into the Adobe Analytics account
that you already have. The image below shows what you will be required of
you to sign in.
 After you have provided your details to log in, the connection will be
established and from that point on you can access and select various
information and parameters with the help of your Power BI Navigator page
to make a data set. There is an option for you to select and specify certain
boundaries on the information that you desire to be extracted from the page.
 You can Load the chose table, which brings the whole table into Power
BI Desktop, or you can Edit the inquiry, this will lead to the Query Editor
so you can channel and refine the arrangement of information you need to
utilize, and afterward load that refined arrangement of information into
Power BI Desktop.

From this point on you can access the dataset extracted from the page on
your dashboard to create reports and share just like we have described with
every other Get data option.
 REAL-TIME STREAMING IN POWER BI
This chapter requires about ten minutes to read.
Power BI with continuous streaming lets you access information and
refresh your dashboard and report constantly. Any visual or dashboard
made in Power BI can show and update constant information and visuals.
This is not limited to any type of data source as and connector used to
access data from the source.

This is an image showing the outcome data collected in real-time on the

dashboard.
This chapter tells you the best way to set up a continuous streaming
dataset in Power BI. In the first place, it's critical to comprehend the kinds
of datasets that are intended to show in tiles, dashboards, and reports, and
how those datasets vary from each other.
The Different Types of Real-time Datasets Available for Life
Streaming of Data
Real-time datasets are available in three variations that are configured to
reflect constantly on dashboards and they include the PubNub streaming
dataset, Streaming dataset, and the Push dataset.
 First we see how these datasets contrast from each other (this area), at
that point, we examine how to drive information into each of these datasets.
Push Dataset
Push dataset allows information to be loaded into the Power BI service
in real-time. After the dataset is made, another database is created in the
service to store the information in the Power BI service. Since there is a
basic database that keeps on putting away the information as it comes in,
reports can be made with the information. The generated reports and visual
representations are much the same as some other reports, which implies you
can utilize all of Power BI's report building highlights to make visuals,
including Power BI visuals, shared and static dashboard tiles, data alerts,
and that's only the tip of the iceberg.
When a push dataset is used to create a report, the visuals available on it
can be stuck to a dashboard. Visual representations of data from that dataset
is updated on the dashboard when every information is refreshed in the
push dataset. Whenever new information or changes are made to the current
information, the dashboard initiates an update process to keep its visuals
current.
There are two things to note when using push dataset to stream data live:
Sticking a whole report utilizing the pin live page choice won't update
about the information naturally being refreshed. When a visual is stuck to a
dashboard, you can utilize natural language to make inquiries with the help
of Q&A. When you make a Q&A inquiry, you can stick the subsequent
visual back to the dashboard, and that dashboard will likewise refresh as
updates come in.
Streaming Dataset
The streaming dataset allows you to load data in real-time to your Power
BI services, with a significant contrast: Power BI just stores the sourced
information in place for a short period that will no longer be available after
some time. The impermanent data storage is just used to show visuals, and
functions as some transient sensitivity to previous datasets, for example, a
line graph that has a period of 60 minutes to appear.
When using a streaming dataset, you get no basic database, so you can't
manufacture report visuals utilizing the information that comes in as a result
of the streaming dataset. All things considered, it is not possible to make
use of features like Power BI visuals, filtering and some of the report
making features.
The best way to envision a streaming dataset is to include a tile and
utilize the streaming dataset as a custom streaming information source. The
custom streaming tiles that depend on a streaming dataset are enhanced for
rapidly showing constant information. There is little dormancy between
when the information is driven into Power BI and when the dashboard or
reports are refreshed because there is no requirement for the information to
be stored in a permanent database.
Streaming datasets and with streaming visuals are best utilized in
circumstances when it is basic to limit the idleness between when
information is pushed and when it is envisioned. Moreover, it is better to
have the information pushed in a configuration that can be pictured with no
guarantees, with no extra collections. Instances of information that function
with streaming datasets are temperatures and predetermined midpoints of
particular information.
PubNub Streaming Dataset
The PubNub streaming dataset allows the Power BI web customer to
utilize the PubNub SDK to peruse current PubNub information in real-time.
The information also does not need to be saved on Power BI. Since this data
is loaded from the user web directly, the traffic to PubNub needs to be listed
as to give permission, and access data that flows through the whitelist
outbound traffic.
Similarly to the process of streaming dataset, the PubNub streaming
dataset does not require a basic database in Power BI, so you can't
manufacture report visuals against the information that streams in and can't
use some report features like Power BI visuals, filtering, etc. Accordingly,
the PubNub streaming dataset can likewise just be used to create reports by
adding a tile to the dashboard and setting up the source of data to be from
PubNub.
Tiles dependent on a PubNub streaming dataset are configured to rapidly
show updates made to any information. Since Power BI is legitimately
associated with the PubNub information stream, there is little idleness
between when the information is driven into Power BI and the time it takes
for the report to be refreshed.
Pushing Data to Datasets
We have discussed the three essential kinds of real-time datasets you can
use while progressively streaming, and how you can make use of them. Let
us now take a look at how to make and drive information into those
datasets.
There are three essential ways you can drive information into a dataset:
the Power BI REST APIs, the Streaming Dataset UI, Azure Stream
Analytics. How about we discuss every one of these processes.
Utilizing Power BI REST APIs to Push Information
Power BI REST APIs are applied to make and send information to push
datasets and to streaming datasets. At the point when you make a dataset
with Power BI REST APIs, the defaultMode banner indicates whether the
dataset is pushed or streaming. If no defaultMode banner is set, the dataset
defaults to a push dataset.
When utilizing datasets with the default mode banner set to push
streaming, if demand surpasses the 15kb size limitation for a streaming
dataset, yet is not exactly the 16MB size limitation of a push dataset, the
demand will pull through and the information will be refreshed in the push
dataset. Be that as it may, any streaming tiles will not be successful. When a
dataset is made, utilize the REST APIs to push information utilizing the
PostRows API. Azure AD OAuth helps to protect all action on REST APIs.
Using the Streaming Dataset UI to Push Data
You can make a dataset by choosing the API approach as appeared in the
picture below when using Power BI services.
 Image of the New streaming dataset decisions, indicating the API
determination.
While making the new streaming dataset, you can choose to empower
Historic information examination as demonstrated as follows, which has a
vital effect on the outcome.
 Image of the New streaming dataset, indicating the Historic information
examination empowered.
When Historic information investigation is empowered, the dataset made
becomes both a streaming dataset and a push dataset. This is equal to
utilizing the Power BI REST APIs to make a dataset with its defaultMode
set to push streaming, as depicted before this chapter.
Note that for streaming datasets made utilizing the Power BI
administration UI, as portrayed in the past section, Azure AD validation
isn't required. In such datasets, the dataset proprietor gets a URL with a row
key, which approves the requestor to drive information into the dataset
without utilizing an Azure AD OAuth conveyor token. Take now,
notwithstanding, that the Azure AD (AAD) approach despite everything
attempts to drive information into the dataset.
Using Azure Stream Analytics to Push Data
You can include Power BI as a yield inside Azure Stream Analytics
(ASA), and afterward, imagine those information transfers in the Power BI
administration continuously. This segment portrays specialized insights
concerning how that procedure happens.
Azure Stream Analytics utilizes the Power BI REST APIs to make its
yield information stream to Power BI, with defaultMode set to push
streaming, bringing about a dataset that can exploit both push and
streaming. When the dataset is made, Azure Stream Analytics sets the
retention policy banner to basic FIFO. With that setting, the database
supporting its push dataset stores 200,000 columns, and which lines are
dropped in a first-in-first-out (FIFO) design.
Note that If your Azure Stream Analytics inquiry brings about
exceptionally fast yield to Power BI (for instance, on more than one
occasion for each second), Azure Stream Analytics will start bunching
those yields into a solitary solicitation. This may cause the solicitation size
to surpass the streaming tile limit. All things considered, as referenced in
past segments, streaming tiles will neglect to deliver. In such cases, the best
practice is to slow the pace of information yield to Power BI; for instance,
rather than a most extreme worth consistently, set it to a greatest more than
10 seconds.
How to Set Up a Real-time Streaming Dataset in Power BI
Since you now have an idea of how the three essential types of datasets
for constant streaming work, and the three essential ways you can drive
information into a dataset, you should also know how the Power BI real-
time streaming dataset works.
To begin with live streaming, you have to pick one of the two different
ways that streaming information can be transferred to Power BI:

Tiles with visuals from streaming information

Datasets made from streaming information that perseveres in
Power BI
Following any of these options, you will have to set up Streaming
information in Power BI. For you to achieve this, in your dashboard (either
a current dashboard or another one) click on ‘Add’ a tile and afterward click
on ‘Custom streaming information’.

Image of the dashboard, indicating the Custom streaming information

choice in the Add tile segment.
If you do not have a streaming informational index up yet, you need not
stress - you can click on the manage data option to continue.
Image of the dashboard, demonstrating the oversee information connect in
the Add a custom streaming information tile.
When you get to this page, you can include the limits of your streaming
dataset if you as of now have one made. But if that is not the case, click on
the addition symbol (+) at the top right corner for you to access the
accessible alternatives to make a streaming dataset.

Image of the dashboard, telling the best way to include the endpoint of your
streaming dataset with a pointer to the in-addition symbol.
At the point when you click on the + symbol, these choices with both
come up:
Images of the New streaming dataset decisions, indicating API and PubNub
alternatives.
We will be discussing more on this in the next part of this chapter, and
expound on the best way to make a streaming tile or how to make a dataset
from the streaming information source that can be used to create a report
later on.

Making your Streaming Dataset with the Most Preferred

Option
There are two different ways to make a live streaming information feed
that can be expanded and used for the creation of reports by Power BI:
Power BI REST API utilizing a continuous streaming endpoint; PubNub.
Utilizing the POWER BI REST API
Power BI REST API - Recent enhancements to the Power BI REST API
are intended to make constant streaming simpler for designers. At the point
when you click on the API from the New streaming dataset window, there
is an option to permit Power BI to interface with and make use of data from
that source:

Image of the New streaming dataset exchange, indicating the connections

for Power BI REST API.
When you desire that Power BI stores the information that is sent
through this information stream, give permission to the Historic information
examination and you'll have the option to create a report and analyze the
data you gathered from the live stream.
If you effectively make your information stream, you're given a REST
API URL final result that the gateway can call with the help of the ‘POST’
function to load your information to the streaming information dataset you
have created on Power BI.
Using PubNub
With the combination of PubNub spilling with Power BI, you can utilize
your low-inactivity PubNub information streams or make another one, and
use them in Power BI. At the point when you select PubNub and afterward
click on the ‘Next’ option, the page in the image below will pop-up:

Image of the New streaming dataset exchange, demonstrating entries for

connection to the PubNub.
You can protect your PubNub gateway connections by utilizing a
PubNub Access Manager (PAM) verification key. This verification process
can be provided to all users of the workspace.
PubNub information streams are frequently high volume and are not
generally reasonable in their unique structure for capacity and authentic
collection of data. For you to effectively use Power BI for a chronicled
examination of PubNub information, you'll need to analyze the crude live
stream data well enough before sending it to Power BI. One approach to do
that is with Azure Stream Analytics.
Let Us Consider a Sample of Utilizing Constant Streaming in
Power BI
We will consider a simple case of how streaming in real-time can
function on Power BI. You should practice along with the steps I have
provided in this example to get things started. In this example, we utilize an
openly accessible stream from PubNub. You can take the following process:
On your Power BI service page, select a dashboard or make a fresh one
and click on ‘Add Tile’ under the dropbox click on Custom Streaming Data
and afterward click the ‘Next’ catch.

Image of the dashboard, indicating the Add tile with the Custom streaming
 information option.
When you don't have any streaming information sources yet, select the
oversee information interface, it is placed on the ‘Next’, at that point select
+ Add streaming information from the connection at the right of the
window. Click on PubNub and afterward click on the ‘Next’ button.
Make a name for your dataset, at that point put in the accompanying
qualities into the window that shows up, at that point click on ‘Next’
button:

Image of a New streaming dataset discourse, telling the best way to make a
Dataset name and passages in the Sub-key and Channel name fields.
From the next window, simply click on the defaults (which are naturally
populated), at that point click on the ‘Create’ button.
 Image of the New streaming dataset discourse, demonstrating defaults for
the Dataset name and Values from stream fields.
Go to your Power BI workspace and make another dashboard and
afterward put a tile on the dashboard, we have discussed how to do that. At
this point when the tile is introduced click on Custom Streaming Data, and
ensure that you already set-up a live informational dataset to source
information from. Feel free to mess with it. Adding the number fields to
line graphs, and afterward, including different tiles, you can get a constant
dashboard that resembles what is displayed in the image below:
 Image of the Environmental sensors dashboard, indicating the outcomes
progressively.
Check out it, and play around with the example dataset. At that point go
make a dataset of your own, and stream live information to Power BI.
Predetermined Page Updates
Programmed page updates work at a report page level, and permits you
to set a time for updates on visuals that are dynamic when using the page.
The programmed page invigorate is just accessible for DirectQuery
information sources. The base revives stretch relies upon which sort of
workspace where the report is distributed, and permissions granted by the
administrator of the workspaces.
 SECTION FOUR

DATA MODELING

In this chapter, we will discuss data modeling in Power BI and requires

about four minutes of your time.
How To Use Data Modeling and Navigation Process
Data Modeling is one of the highlights used to interface different
information sources in the Power BI suite with the help of a connector. A
connector characterizes how sources of information are associated with one
another and you can make intriguing reports with great visualization on the
combination of several data.
The data modeling ability helps to construct custom computations on
tables and the details from the tables can be converted into Power BI
reports. This gives organizations the room to try out models with new
parameters and to carry out a custom evaluation for those new parameters.

From a screenshot above, you can see a typical information model that
reflects a connection between two sets of data and represented on tables.
The two tables are combined by the tag "Id" that represents the column
name.
So also, in Power BI, the connection that exists within two datasets can
be determined. To determine the connection, you need to draw a line that
extends from one end of the table to the other table. You can likewise see
the "connection" in an information model in Power BI.
To make an information model in Power BI, you have to include all
information sources in Power BI's new report choice. To include an
information source, click on Get data. At that point, click the source of data
that should be connected and then select the 'Connect' button to continue.

When you connect a source of information, you will see it on the right-
hand side of the page. In the accompanying picture, the image below
reflects that two Excel documents were used to import information to create
datasets.
 From the left-hand side of the screen on the Power BI page, you will find
the Report, Data, and Relationships tabs.

If you decide to explore the 'Report' option, you will be able to view a
dashboard and different visual options for the creation of report visuals.
There is a variety of charts and diagrams to choose from as preferred. In
this chapter, we are going to use a Table sort from accessible visualization
options.
 If you then view the 'Data' option from those three options, you will be
able to see all the connections between data and their sources.

While if you select the 'Relationship' option, this option will show your
connection between various sources of information. If there is more than
one source of information connected to a Power BI workspace, the
relationship feature attempts to define the connection that exists between all
of them. If you explore the Relationship option, there you will see all the
connections. Also if you want to create a connection between two or more
data sources you can use the 'Create Relationships' feature on the tab.
 Some features allow you to introduce or remove connections between
data in a workspace. To delete a connection make use of the Delete feature
by right-clicking on the datasets and pick the "Delete" button. To add
another connection you simply need to move the fields that you need to
connect between the information sources.

The 'Relationship' option can also be used to conceal a specific section

of information in a workspace. Use the Hide-in-report-view to conceal a
segment, right-click on the segment name, and click on that dropdown.
How to Create Calculated Columns
A calculated column can be created in Power BI by bringing two or
more components of datasets together. You can likewise make use of
calculations to help characterize a new parameter or to bring two datasets
together to create a dataset.
You also have the option of creating a calculated dataset to set up a
connection between several tables.
For you to use the calculated column to create a new dataset, make use
of the 'Data View' option on the left-hand side of the page and afterward
select 'Modeling'.
 If you explore the 'Modeling' option on the page, then you will see an
option tagged 'New Column' at the upper end of the page. This likewise
opens the equation bar, where you can enter Data Analysis Expression
features to perform numerical functions. This feature is a unique set of
language that is similar to that used in Excel to carry out arithmetic
functions. You can likewise change the name of the calculated column by
editing the text in the equation tab.

There is a comprehensive rundown of formulas available for you to

make a calculated column set for datasets. But you will input the primary
features of the equation to be utilized in computations as appeared in the
picture below.

How To Create Calculated Tables

It is also possible to use Power BI to create a calculated table for data
visualization. For you to make a calculated table, make use of the 'Data
View' option on the left-hand side of the page, and afterward select the
Modeling tab at the upper side of the page.

Data Analysis Expression formula is also used to make the calculated

table. You need to enter the name of the new table on the left-hand side of
the equivalent sign and Data Analysis Expression equation to play out the
computation to shape that table on the right. At the point when the
arithmetic is finished, the new table shows up in the Fields sheet in your
data model.
The image below shows how to characterize a new table and this will
help generate a one section table with exceptional qualities in a segment in
a new table.

The image below shows a new table is introduced below the "Fields"
area in the Power BI page. When the calculated table and column are made
from your set of data, make use of the 'Report' button on the Power BI page.
To include these tables and columns, you need to choose a checkbox and
a connection is consequently established. But if that doesn't happen
automatically, you can drag the sections you will like to connect.

To see the report, you click on the 'Report' button and you will be able to
access the calculated columns and tables in the report dialog box.

How To Manage Time-sensitive Data

Power BI helps you to penetrate through time-sensitive information. If
you include a date field in your dashboard and activate the 'Drill' feature on
your information perception, it allows a high degree of time-sensitive
information.
Assuming we have included a Time-sensitive table in our report, it is
possible to also include the income and date section in your report.
 You can then activate the 'Drill' option on your dashboard by selecting it
at the top of the page. When you activate the 'Drill' option and select the
bars or lines in the graph, it goes down to another degree of time-based
levels. Following a yearly pattern then down to quarterly then to monthly.
We can likewise use the 'Go to the Next Level' option to help with the
Drill feature.
HOW TO EXPLORE POWER BI DASHBOARD

This chapter requires about five minutes of your time.

Navigating Datasets Process
Power BI devices give a ton of choices to make use of datasets. If you are
taking a shot at creating a BI report or dashboards, try to explore with the
Power BI search feature fast models. Go to the datasets segment on the left
half of the home page, select the symbol that looks like this '…' and select
the 'Get Insights' option.

If you explore with the 'Get Insights' feature, all parameters in your
dataset are analyzed and after that, an insight will be created from your
datasets.

If you select the 'View Insights' to see the insight that was created from
your dataset, Power BI will give all possible visual representations of your
dataset. You can make use of these insights to create your unique
visualization.
If you make use of Power BI service to publish your report, there is a
'Quick Insight' option available there too.

How to Create Dashboards

With Power BI desktop, you can make a dashboard by sticking
perceptions from BI reports that are published. Reports that are made from
Power BI services are likewise accessible for use on other workspaces.
If you need to stick a visual on a dashboard open the BI report on the
Power BI service and at the upper-end on the workspace click on the 'Pin'
symbol to keep the report pinned.

If you make use of the 'Pin' feature as described above, another page
pops up and is represented in the image below. It requests that you make
another dashboard or pick a current dashboard where the report is placed.
When there is no dashboard for you to pin the visuals, the option is not
viable.
 When you select the 'Pin' tab, you will get an affirmation that your visual
insight is "Pinned" to the dashboard. From that point, you can select the 'My
Workspace' option and explore what is on your dashboard.
When you have successfully created the dashboard, make use of all the
choices available there to set up the dashboard.

How to Share Dashboards

If you share a report with Power BI services, such reports and
dashboards can be shared with other users in your team. Sharing a
dashboard is extremely simple in Power BI.
You need to open the dashboard in Power BI service and select the
'Share' feature at the upper right corner of that page.
 Pro users are the set of subscribers with access to share reports and
dashboards. Sharing of report and dashboard is discussed in detail in one of
the chapters of the next section.

Select the 'Try Pro for Nothing’ to begin a preliminary. Select the Start
Trial and Finish, and you will get an affirmation that your sixty days free
license has begun. At the point when you click the Share dashboard, you
will get alternatives in another window. You need to enter the email Id of
the client with whom you need to share the dashboard.
This will allow users to share the dashboard with different clients or send
email to prompt you. You can likewise give a URL to those you want to
view the dashboard.
The Tiles Features in Dashboard
If you explore the 'More Options' in the dashboard, you will be able to
view variations of 'Focus Mode' and several features in the dashboard.
You can use the 'Focus Mode' to have a better understanding of your
information. If you have different qualities in the dashboard, the 'Focus
Mode' will help you have a superior perspective on the dashboard elements.
Columns in the dashboard that do not appear because of limited space, the
Focus Mode will help you see them.
 The Focus Mode will help you explore all the information you have on
the report or dashboard. It is likewise conceivable to stick the visual
straightforwardly from Focus Mode to an alternate dashboard by using the
Pin symbol.
To leave the Focus Mode, make use of the 'Exit Focus Mode' feature.

The 'Tile Details' feature can be used to alter any designing changes.
This choice permits you to change the tile's name, tags, date, updated
period, and so on, and also allows you to have a custom URL to access your
dashboard.
The Use of Dataset Gateway
You can interface on-premise information sources to Power BI service
with the data gateway. You can likewise utilize the Personal Gateway that
does exclude any organization design.
The Personal Gateway can be configured by signing into Power BI
service. You need to choose the Download symbol on the upper right-hand
corner of the page and select the 'Data Gateway' option.
 The Data Gateway connected to the On-premises feature can keep your
information updated through the process of linking with your on-premises
information sources without the need to always copy and paste the
information manually. You can use this feature to analyze datasets and
visual insights. This feature gives you the adaptability that is required to
address any issue, and whatever your organization desires.

To install the gateways, you need to download and run the installer until
your installation is successful.
 There is an option for you to either pick the personal gateway or the on-
premise data gateway. After you must have started the Power BI Gateway,
you need to sign in to the Power BI gateway services. The rate at which
your information can be refreshed can also be configured using the
Schedule Refresh feature.
HOW TO CREATE REMARKABLE VISUALS -
REPORT
In this chapter, we will discuss the different ways to visualize your data on
Power BI and requires about five minutes of your time.
Making Unique Visuals For Report
The ability to visualize information to create insights is the basic core
function of Power BI. Business data analysis requires a superb visual
representation of information that incorporates bar graphs to pie outlines to
maps, and complex models like cascades, pipes, functions, and numerous
different features.

With Power BI, visual representation of information can be made in two

different approaches. You can by using the option on the right side of the
Report Canvas page. There is an automatic table type of visual
representation that Power BI suggests. Another approach is to drag the
fields from the right sidebar to the pivot and worth hub under Visualization.
You can add numerous fields to your datasets according to the prerequisite.

With Power BI, it is likewise achievable to move your perception on the

announcing canvas by clicking and afterward transforming it. You can
likewise switch between various kinds of diagrams and visuals from the
Visualization sheet. Power BI tries to transform the visuals over your
chosen fields to the new visuals to properly represent your data.
How To Create Map Visualizations
With Power BI, we have two kinds of guide representation - bubble
guides and shape maps. When you need to make a bubble map, click on the
Map feature from the visual sheet.

The bubble map can be used to give a great visual representation of data
by connecting it to the Report model. For you to see the value, just include
location to the coordinate.

On the dashboard, we can see that it acknowledges values pivot, like

City and State as well as features like location figures. For you to transform
the bubble size, a field must be added to the value parameter.
The 'Filled Map' feature can likewise be used in visual representation
when the Report Canvas is connected to the filled map.

When there is a warning prompt at the upper side of a map visual, it

implies that the map diagram needs more locations to function properly.
Using Combination Charts
When creating reports, it is likewise important to match several
parameters to give one visual. Power BI underpins different diagram types
to plot visuals. Assuming you need to plot income against several sold
products in one diagram. Using combination charts will help make this
possible.
Stacked and Line column outlines are visual representations on Power BI
that are widely used. Let us state we have an income field and we have
included another information source that contains the insightful unit amount
and we need to create this visual representation in our perception.

When you introduce an information source, it goes to the rundown of

fields by the right-hand side of the Power BI page. Units can then be added
to modify the column as shown in the image below.

Power BI provides several different options of combined charts some of

which also include Line and Clustered Column.
How To Use Tables In Report
A table graph is automatically added to your workspace while creating
visuals when you introduce the dataset. The UI of this tool is so flexible that
you can easily drag features that you want to appear on your report to the
dashboard. There is an option of a click of each feature that you want to
appear on your dashboard from the visualization area.

You likewise have the option to rearrange your table data with the help
of the Arrow button at the upper side of each column on the table. The data
in the table can be arranged in increasing or decreasing order by the help of
that Arrow symbol.
 How data is arranged in a table depends on the value structure of the
table. You can shuffle for columns to suit your preference and delete or add
new columns as the case may be.

How To Transform Charts

Power BI gives you a chance to edit and transform your charts and
graphs. After picking your preferred visual representation, you can alter its
features. You can make use of the Format tab option to edit features like the
legend, text color, detail name, title, background color, lock angle, and so
on.
For you to use these features, click on the 'Format' button, and all
available features will pop-up as you can see in the image below.

You likewise have some analytical features that assist with line
drawings, when you want to be creative with your designs. You have about
six options of lines to use with each unique character, you can explore your
options.

You can select a dotted, dash, or a continuous line. The level of

transparency, shading, and location of the line can also be decided on. You
can likewise activate and deactivate the details of the line.
The Use of the Text box, Images, and Shapes
Here and there it is necessitated that you have to include static content,
pictures, or shapes to your perception. If you need to include header/footer
or any static marks, messages to information representation this alternative
can be utilized.
You can likewise include URLs in the content box and Power BI utilizes
those connections to make it live.
To include shapes, pictures, and text boxes, explore the Home tab and at
the top, you will discover the feature to include pictures.

There are lots of visual perceptions to use with various shapes and
designs. For you to use these features select the arrow that is beside the
Shapes tab as shown in the image below.
 If you select on the 'Text Box' option, a text box will be created on your
workspace to include text. You can likewise transform the text with the
features available under the text box.

Additionally, pictures can be added to a workspace, to add logos or

different pictures to help create a report. The 'Image' feature will help you
request for the process you wish to add an image.
Shapes can also be introduced to the canvas from the list on the
dropdown box. There is also an option for you to edit the images and
shapes.
How to Style your Reports
With Power BI, you have adaptable alternatives to modify the page
design and orientation, for example, the page location and size of your
visuals. From the 'Home' button you can explore the 'Page View' menu from
there you find all other features.

There is a standard size for every workspace created on Power BI; It is

additionally conceivable to edit the size of the report pages. Use the
'Visualization Sheet' tab to make changes to the page size.
There should be no visuals on the Report canvas for you to change the
page size. Make use of the 'Page Layout' features to help make changes to
your page.
 With the 'Page Background' feature, you can transform the transparency,
color, and also include pictures.
 SECTION FIVE

CREATE A REPORT ON A SHAREPOINT

LIST

This chapter requires about two minutes to read.

Many teams and organizations use Lists in SharePoint Online to store data
because it's easy to set up and easy for users to update. Sometimes a chart is
a much easier way for users to quickly understand the data rather than
looking at the list itself. In this tutorial, we show how to transform your
SharePoint List data into a Power BI report.
Numerous groups and associations use Lists in SharePoint Online to
store information since it's anything but difficult to set up and simple for
clients to refresh. In some cases, a graph is a much simpler route for clients
to rapidly comprehend the information instead of taking a gander at the
rundown itself. In this instructional exercise, we tell the best way to change
your SharePoint List information into a Power BI report.
The First Step is to Connect to your SharePoint List
You should already have Power BI installed on your system. Launch the
Power BI desktop and click on the Get Data on the home page. Proceed to
click on the ‘More’ option under the 'Get Data' dropdown.
Click on the ‘Online Services’ option and at that point click on
‘SharePoint Online List’.
 At that point proceed to click on 'Connect'.
Locate the URL address of your SharePoint Online website that contains
the data you want to use to create a report. From a page in SharePoint
Online, you can generally get the website address by choosing Home in the
route sheet, or the symbol for the webpage at the top, at that point copy the
URL from your internet browser's page.
Now go back to the Power BI Desktop, and paste the URL you copied
into the box on the Power BI page.
You might observe a SharePoint access screen as soon in the picture
below. If you see a SharePoint access screen click on the ‘Microsoft
Account’ option on the left half of the page. If not, skip this step.
 Click on the ‘Sign In’ option and provide your user name and password
of your Microsoft 365.

After you are done with the sign-in process, click on ‘Connect’.
The next step is to click on the checkbox that is close to the SharePoint
list you want to have access to on the left side of the Navigator.
 Click on ‘Load’. Power BI stacks your rundown information into another
report.
How to Create a Report
Click on the ‘Data’ symbol and view your SharePoint list information
was copied successfully on the left side of the page.
Ensure your rundown sections with numbers show the Sum, or Sigma, a
symbol in the Fields sheet on the right. If the list does not show such, click
on the segment header in the table view, select the Modeling tab, at that
point you can alter the type of Data to decimal or whole figure, contingent
upon the information. When you are asked to affirm your changes, click on
‘Yes’. You can also specify symbols like currency and so on when making
changes to the theme.
Click on the Report symbol at the left corner on the page.
Click on the columns you intend to use to create reports, by clicking on
the checkbox along the right-hand side of the Fields sheet.
There are options for visuals for you to choose from.
 You can make various representations in a similar report by deselecting
the current visual at that point choosing checkboxes for different sections in
the Fields sheet.
Click on ‘Save’ to update the report page.
 MANAGING DATA TO BUILD REPORTS
This chapter requires four minutes of your time.
Analyzing business data can sometimes be overwhelming and requires
collective action. It's vital to set up a comprehensive dataset that you can
fall back on whenever you need them. Then the process it takes you to find
and reuse those comprehensive datasets is also very imperative. At the point
when professional data modelers in your company make and publish
enhanced datasets, report makers can effectively make use of those datasets
to develop insightful reports. We can then say that the organization has a
reliable dataset for making critical decisions.
With Power BI, dataset makers can control who has access to certain
information by utilizing the Build Permission feature (we will be discussing
that in detail in subsequent chapters). Dataset makers can likewise promote
or authenticate datasets so others can easily find them. With all this in place,
report creators know which datasets are of great quality and that might have
relevant data in it, and they can utilize those datasets on workspace and
dashboards they have access to on Power BI.
The ‘My Workspace’ Features
Creating reports with datasets in various workspaces, and the ability to
copy your reports to other workspaces, are firmly combined with the new
features on the dashboard:
With Power BI service, if you select a dataset from a new dashboard, the
dataset inventory shows datasets that are in your dashboard and the other
new dashboard.
If you click on the dataset inventory from a classic dashboard, you can
only observe the datasets in that dashboard, without seeing the ones in a
different dashboard.
With Power BI Desktop, you can share Live Connect reports to various
workspaces, so far such a dataset is in a new experience dashboard.
When sharing reports across different workspaces, the workspace you
intend to copy the report to has to be a new dashboard.
Find Datasets
 When developing a report to override a dataset that is already there, the
initial step is to associate with the dataset, either in the Power BI service or
Power BI Desktop.
Duplicate a Report
If you discover a report you like, in a workspace or an application, you
can duplicate it, and you make changes appropriately to reflect your dataset.
You do not need to stress over making the information model. That is now
made for you. What's more, it's a lot simpler to make changes to a report
that is already created than to begin from the basis. We will discuss more in
the subsequent chapter.
Creating Permission for Datasets
With the Build consent type, in case you're a dataset maker, you can
figure out who in your organization can assemble a new substance on your
datasets. Individuals with Build Permission can likewise create new
features on the dataset that are not on Power BI. We will discuss more Build
Permission in the subsequent chapter of the section.
Certifying Dataset and Promoting Reports
When you make datasets, and other members on your team can make use
of it, you can make it simpler for them to find it by promoting the dataset.
You can likewise ask an expert on the team to certify the dataset for more
credibility and visibility.
How to Give Licensing
The particular highlights and encounters based on shared dataset
capacities are authorized by their current situations. For instance: when all
is said in done, finding and creating connections with shared datasets is
accessible to all users of Power BI.
Power BI Pro users can utilize datasets across workspaces for report
creation if those datasets are stored in your ‘My Workspace’ or a Premium
workspace.
Duplicating reports between different workspaces require a Pro permit.
Duplicating reports from an application requires a Pro permit, likewise
for organization content packs.
You also need the Pro license to promote and certify datasets.
Limits and Considerations
If you publish apps, you need to ensure that your users approach datasets
outside of the workspace. If not, users will experience issues while
connecting to your application: reports won't open without dataset access,
and dashboard tiles will not be accessed. Likewise, users will not have the
option to open the application if the first thing they see is a report that the
dataset cannot be accessed.
Creating a report over a dataset in an alternate workspace requires the
new workspace involvement with the two closures: The report should be in
another workspace experience and the dataset should be in another
workspace experience. You can just duplicate reports in another workspace
experience to another new workspace experience, and not to exemplary
workspaces or My Workspace.
With a classic workspace, the dataset revelation experience just shows
the datasets in that workspace.
By configuration, "Publish To The Web" will not function for a report that was created from a
dataset that is shared.
When two individuals are of the same workspace with access to a dataset that is shared, it's
conceivable that just one of them can see the connected dataset in the workspace. Team members
with not less than ‘Read-only’ permission to a dataset can view a dataset that is shared.
 SHARE A DATASET
This chapter requires two minutes to read.
If you are a person that makes data models on Power BI Desktop, you're
making datasets that you can disseminate with the Power BI service. At that
point, other report makers can make use of the datasets you have created to
make different reports. In this chapter, you’ll figure out how to share your
datasets.
How to Share your Dataset
You begin by making a .pbix document with an information model in
Power BI Desktop. In case you are intending to share this dataset for others
to make reports, you might not need to create a report in the .pbix
document. For a better outcome, you are advised to save the .pbix document
in a Microsoft 365 space. Then share the .pbix document to another
workspace with the Power BI services.
Effectively, different individuals from this workspace can make reports
in different workspaces dependent on this dataset. With the help of the
Manage Permissions feature on the dataset in the workspace content list to
give extra connection to the dataset.
You can likewise share an application from your workspace. If you share
your app, you can also decide those that will have access to them with the
Permissions page, and even control their actions.
When the ‘Entire Organization’ option is selected on your workspace
permission, at that point, nobody in the organization will have permission to
use the dataset. Rather, you will have to specify email addresses in specific
people or teams. For everyone in an organization to have access to a certain
dataset, indicate the email alias name for the whole company.
 Click on Publish application, or Update application if it's as of now
published.
Track How your Dataset is Used
If there is a shared dataset in your workspace, it is important to check
what reports in different workspaces are created from your dataset.
When you click on the Datasets list view option, then click on the ‘View
Related’ option to see reports created from your dataset.

You will see all reports created from your dataset on the ‘Related
Content’. From that page, you will be able to see the related things in all
workspaces that you have access to view.
Limits and Considerations
The things you have to remember about sharing datasets:
If you share a dataset by giving permissions to other users, by publishing
and promoting dashboards or reports, or by publishing an application,
you're conceding access to the whole dataset except if row-level security
restricts such person’s permission. Report creators can make use of these
capacities that modify activities of other users when seeing or connecting
with reports, for instance, underlying segments, restricting the activities one
can carry out on visuals, and others. These modified client experiences don't
confine what information clients can access in the dataset. Use row-level
security in the dataset with the goal that every individual's details figure out
which information they can get to.
 BUILD PERMISSION FOR SHARED
DATASETS
This chapter requires about three minutes to read.
If you make a report in Power BI Desktop, the information in that report is
saved in an information model. However, if you make use of Power BI
service to share your report, you're additionally sharing the information on
the report as a potential dataset for other people to use to create a different
report. You can give other users permission to access that published report,
so they can find and reuse the dataset that you have published. This chapter
clarifies the process of you to control the permission of other people to your
reports and datasets.
The Build Permission features are applicable to datasets. If you provide
Build Permission to other users, it will be possible for those users to create
new things based on your dataset, like dashboards, tiles, reports from
Insights Discovery, and Question & Answer.
Build Permission is also required for users to work with a dataset that is
not even on Power BI:

To also transfer the basic information that created the dataset.

You can also develop new contents on the dataset, like using
Analyze in Excel.
Having a connection to information through the XMLA final
opinion.

Approaches to Give Build Permission

There are various ways to help Build Permission for a dataset:
Individuals on a workspace with as little as Contributor Permission have
the Build Permission to access datasets in your workspace, they can also
duplicate a report from such workspace.
Individuals from the workspace where the dataset is saved can dole out
the access to others or security bunches in the Permission group. In case
you are part of a workspace, Click on the ‘More’ button that is close to a
dataset button and then click on ‘Manage Permissions’.
 This will open up the Permission management page for a dataset to allow
you to manage permission settings.

An administrator or individual from the workspace where the dataset is

saved can choose during application distribution that clients with consent
for the application additionally have the Build Permission feature for the
same datasets. We have discussed this in the chapter that discussed how to
share data.
Let's assume you get both Build Permission and Reshare access on a
dataset. At the point when you share a report or dashboard based on that
dataset, you can indicate that the beneficiaries additionally get Build
Permission for the same dataset.

It is likewise possible to remove an individual's Build Permission access

for a dataset. In the event that you do, they can at present observe the report
based on the mutual dataset, yet they can no longer alter it. Let’s talk about
how to remove Build Permission in detail.
How to Remove Build Permission from Some Users
Sooner or later, you might want to remove Build Permission for certain
team members of a mutual dataset. In your workspace, locate the Datasets
list page.
Click the ‘More’ option that is close to the dataset and then click on the
Manage Permission.
 Click on the ‘More’ option close to the name and then click on ‘Remove
Build’.

Those users have the ability to observe the report based on the common
dataset, however, users cannot make changes to it anymore.
How to Remove Build Permission from an Application Dataset
Let's assume you've shared an application from a workspace to members
of a workspace. Afterward, you choose to stop access to the application for
certain individuals. Limiting a user’s access to the application doesn't
consequently mean that the Build Permission and reshare are removed. You
must take additional processes.
Go to the workspace list page and click on the ‘Update App’ option.

Click on the X to remove a person or team, on the Permissions tab.

 From there click on the ‘Update App’ option.
A prompt might come up telling you to ‘Manage Permission’ before you
can relinquish the ‘Build Permission’ option from members that already
have such permission.
 Choice the ‘More’ button that is close to the dataset and click on the
‘Manage Permission’ option.
 From that point click on the ‘More’ button that is close to the particular
user’s name and click on ‘Remove Build’ permission.

However, such users can still view the report that is created from data
from a shared dataset, they do not have the permission to make changes.
 CREATE REPORTS BASED ON DATASETS
FROM DIFFERENT WORKSPACES

This chapter requires about two minutes to read.

Know how you can make reports in your workspaces from a dataset in a
different workspace. To create a report from a dataset that is already
existing, this applies to Power BI Desktop and Power BI services, in the
‘My Workspace’ or another dashboard.
If you use the Power BI service, go to ‘Get Data’ then click on
‘Published Datasets’ option.
If it is the Power BI Desktop go to the ‘Get Data’ option of Power BI
datasets.

In the two cases, this dialog box on dataset discovery starts the process.
You begin the process by clicking on the dataset that you want to use to
make a report. All the datasets you can use will be listed in the dialog box.
 From the image above you can see the first dataset has ‘Promoted’, we
have discussed what this is all about in the previous chapter.
The datasets you find on that page must have satisfied some of these
requirements:

You are a member of that workspace

You have Build Permission for the dataset
Such a dataset is saved in your ‘My Workspace’
Subscribers to the free package only have access to see datasets in your
My Workspace or datasets for which you have Build Permission which are
in Premium user workspaces.
If you select the ‘Create’ option, you make a live association with the
dataset, and the report creation experience opens with the full dataset
accessible. You might have not created the duplicate of the dataset. That
dataset will remain in its primary saved space. You can utilize all tables and
measures in the dataset to assemble your reports. Row-level security
limitations on the dataset are essential, with this you will just be able to
observe information you have been given access to see concerning your
permissions.
 You can save the report to the current workspace in the Power BI
service, or distribute the report to a workspace from Power BI Desktop.
Space is created in the list of datasets if the report is developed from a
dataset that is not within that current workspace. The symbol for this dataset
is not the same as the symbol for datasets in the workspace. With these
features, individuals from a workspace can differentiate reports or
dashboards that are created based on datasets that are not saved in their
shared workspace.
How to Find a Dataset that is Endorsed
There are two various types of datasets that are endorsed. Dataset
proprietors can advance a dataset that they prescribe to you. Additionally,
the Power BI tenant administrator can assign professionals in your company
that have the expertise to authenticate datasets. Certified and promoted
datasets both showcase identifications that you see both when searching for
a dataset, and a group of datasets on a workspace. The name of the
individual who confirmed a dataset is shown in a tooltip during the dataset
revelation experience; you will see the name of the person once you attempt
to click on the ‘Certified’ mark on the dataset.
From your Power BI service page click on ‘Get Data’ from there click
on the ‘Published Datasets’.
If you are using the Power BI Desktop, click on ‘Get Data’ on the home
page and then Power BI datasets.
From the dialog box of ‘Select a Dataset’ the first of the datasets is the
endorsed one.
 COPY REPORTS FROM OTHER
WORKSPACES
This chapter requires about three minutes to read.
If you come across a report that you like in a workspace or an application,
you can duplicate it and save it to a new workspace for your use. At that
point, you can change the duplicate of the report by removing and adding
visuals and different components to make it unique. You don't need to stress
over making the information model. The model has been created, and all
you need to do is edit and make it reflect your dataset. What's more, it's a
lot simpler to change a current report than to create a new one altogether.
But when you create an application from your workspace, you might not be
able to publish your duplicate of the report in the application in some cases.
To create a duplicate, you should be a Pro user, regardless of whether the
primary report that was copied is in a workspace with a Premium license.
How To Save a Duplicate of a Report in a Workspace
To save the duplicate of a report in your workspace. You start by going
to the ‘Reports List View’.

Then click on ‘Actions’ and you will see a ‘Save A Copy’ button.
 From that point, you will observe the ‘Save A Copy’ symbol if the report
is in another shared workspace, and you should have Build Permission.
Regardless of whether you have access to the workspace, your Build
Permission features must be activated.
When you get to the ‘Save A Copy Of This Report’ page you will need
to provide a name for the copy and click on the workspace where it will be
saved to.
 The copied report can be saved to the same workspace or a new one in
the Power BI service page. You only have the opportunity to see
workspaces that are new experience workspaces that you belong to.
Click on ‘Save’ to continue.
Power BI naturally duplicates the report, and a passage in the rundown
of datasets if the report depends on a dataset outside of the workspace. The
symbol for this dataset is not the same as the symbol for datasets in the
workspace.
That way, individuals from the workspace can tell which reports and
dashboards use datasets that are outside the workspace. The passage shows
data about the dataset and a couple of select activities.

How to Duplicate a Report in an Application

Then from the menu bar, click on ‘More Options’ and then click on
‘Save A Copy’ to continue the duplication process.
In the menu bar, select More alternatives (...) > Save a duplicate.

You possibly observe the ‘Save a copy’ when the report is in another
workspace, there is Build Permission for you to view it.
Provide a new name for the report and click on ‘Save’ to continue.

You will then see the duplicated report saved in your ‘My Workspace’
for you to use.
Click on the ‘Go to Report’ option for you to have access to the
duplicated report.
Accessing your Duplicate of the Report
If you save a duplicate of the report, you make a live association with the
dataset, and you can open the report creation involvement in the full dataset
accessible.

When you make a copy, the dataset remains in the space it was primarily
saved. You can then make use of the tables and parameters in the dataset to
create your unique report. Row-level security limitations on the dataset are
in place, so you just observe information you have the license to view based
on your permission.
View Related Datasets
If you see a report in one workspace created on a dataset from a different
workspace, you might want to know the details on its dataset.
From the list of reports, click on the ‘View Related’ option.

The Related content dialog box shows all related items. In this list, the
dataset looks like any other. You can't tell it resides in a different
workspace.
The Related substance exchange box shows every single related thing. In
this rundown, the dataset resembles some other. You can't tell it dwells in an
alternate workspace.
How to Delete a Report and its Shared Dataset
When you choose to delete a duplicated report and its related shared
dataset in the workspace when you do not need the dataset from the report
anymore.
For you to delete such a report, go to the list of reports in the workspace
and click on the ‘Delete’ symbol.

From the list of datasets, if you cannot find the Delete symbols on a
shared dataset. Reload the page, or go to an alternate page then come back
to the page. The dataset will be no more. If not, check View related. It
might be connected to some other table or report in your workspace.
 When you delete a shared dataset in your workspace it does not erase the
dataset from its primary source. It only erases the reference to the
duplicated report.
 QUESTIONS AND ANSWERS
Here are some common questions about Power BI, and answers.
What is Microsoft Power BI?
Microsoft Power BI is a complete toolset with a combination of various
business intelligence apparatuses like software, data connectors, and related
services. It can be your not-so-typical cloud-based data analytics tool used
to combine information from a wide range of sources into a solitary data
collection. This collection of data is then processed, visualized, and
evaluated to make reports, dashboards, and knowledgeable insights.
What’s the Difference Between Power BI and Power BI Pro?
A Pro Power BI membership makes use of shared abilities. When data is
stored in a capacity that can be shared, the Power BI Pro users can interface
and collaborate effectively on a particular dashboard and report. This gives
every user on board the ability to subscribe on reports and dashboards,
make use of shared data, distribute data and report to application
workspaces, and share dashboards.
How Much does Power BI Cost?
The premium version is valued based on requests by users or
organizations while the Pro version has a monthly fee of $9.99, and the
Desktop version is free for users.
What is Power BI Desktop?
The Power BI Desktop is a comprehensive tool for business data
analysis. It has all the capacities to rapidly interface, shape, envision, and
offer insightful knowledge via Power BI technology. This work area
application is anything but difficult to utilize and intended to spare
important time and exertion by disentangling the way toward preparing
your information for a report.
What Do I Need to UPower BI?
You will need a student or work email address. Work email addresses
ending in .gov and .mil aren’t currently supported.
What Browsers does Power BI Support?
 Power BI functions on almost all updated versions of browsers.
Does Power BI Support Mobile Devices?
Yes. Power BI has apps for Android phones, iOS devices, and Windows
mobile devices. You download them from their respective app stores.
Why do I Have to Sign Up with my Work Email?
Check out section two of this book for more information on how to sign
up and subscribe to Power BI packages.

What do I Need to Install in Order to Use Power BI?

To use the Power BI service for free, you just need a Web browser and
email. Check out section two of this book for more details.
What Data Sources Can I Connect To?
The list of data sources for Power BI is endless, see section three of this
book to learn more about the data source supported on Power BI.
How Can I Subscribe to Power BI Pro?
See section two of this book for the answer to this question.
Where do I Get Started with Power BI?
All the information you need to get started is in this book from section
one to the end.
Where can I Learn More about Power BI?
Power BI official page.
 CONCLUSION
Congratulations on the successful completion of the complete guide to
learning Power BI. It has been an insightful journey and we hope you
tagged along, practicing all the away with samples and examples provided
for you.
I trust that you have read through each section, perform the steps, and
create your own Power BI Desktop file to post on the Power BI service and
share it with others. Remember to update your Power BI suite as updated
versions are released on a monthly basis, including customer feedback and
new highlights.
If you need more support and understanding, visit the Power BI official
site, to get clarity on anything that might be confusing.
Reference
Power BI Official page at https://docs.microsoft.com/en-us/power-bi/