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Pin the map to the Financial Sample dashboard, too. Go back to Q&A and select Show all suggestions. Select Pin visual and pin this visualization to the Financial Sample dashboard. Q&A searches for an answer and presents it in the form of a card visualization. For example, select what is the average cog. Q&A automatically offers a number of suggestions.

To go back to the dashboard, select My workspace in the black Power BI header bar. In a report, it's in the top menu bar ( Ask a question). In a dashboard, the Q&A box is at the top ( Ask a question about your data) under the menu bar.

Q&A lets you ask natural-language queries about your data. To switch back to Editing view, select More options (.) in the menu bar > Edit.īack in Editing view, you can continue to explore and pin tiles.įor a quick exploration of your data, try asking a question in the Q&A question box. Power BI returns you to the report in Reading view. Select Go to dashboard to see your new dashboard with the line chart that you pinned to it as a tile. However, if you change the visualization type in the report, the visualization on the dashboard doesn't change. The data stays up-to-date so you can track the latest value at a glance. Now that you've pinned this visualization, it's stored on your dashboard. Select New dashboard and name it Financial Sample dashboard, for example.Ī success message (near the top-right corner) lets you know the visualization was added as a tile to your dashboard. Now you're looking at the report in Reading view. Give your report a name (for example, Financial Sample report), then Save. Hover over the visualization and select the pin icon that appears either above or below it.īecause this report is new, you're prompted to save it before you can pin a visualization to a dashboard. This chart looks interesting, so let's pin it to a dashboard. Select the Line chart icon from the Visualizations pane. Line charts are good visuals for displaying values over time. Let's switch to a different way of displaying this data. Some fields have sigma symbols next to them because Power BI detected that they contain numeric values. No worries! We're going to change the visualization in the next step. If you selected the Date field first instead of Gross Sales, you see a table. We see the Filters, Visualizations, and Fields panes on the right. When your dataset is ready, select More options (.) next to your Financial Sample dataset, then select Create report to open the report editor. If you select Upload, the entire Excel workbook is uploaded to Power BI, where you can open and edit it in Excel Online. Under the Create new content section, select Files > Local File, then select the location where you saved the Excel file.īrowse to the file on your computer, and choose Open.įor this tutorial, we select Import to add the Excel file as a dataset, which we can then use to create reports and dashboards. In My workspace, select New > Upload a file. Select My workspace in the navigation pane.

Power bi desktop tutorial trial#

To begin, open the Power BI service () in your browser.ĭon’t have an account? No worries, you can sign up for a free Power BI Premium Per User 60 day trial

Power bi desktop tutorial download#

Want to follow along? Download the Financial Sample file. In this tutorial, we get data from a simple Microsoft Excel file. This time though, we're going to start from scratch creating a report in the Power BI service. You can transform, shape, and model data, before you start designing reports. Often, when you want to create a Power BI report, you start in Power BI Desktop.

Power bi desktop tutorial pro#

Complete the wizard to get a free license, open the Power BI service (), select the Me icon and choose either Buy Pro now or Try paid features for free. If you don't have a Power BI account, and plan on creating content, sign up for a free Power BI Premium Per User 60 day trial before you begin.

Power bi desktop tutorial license#

You need a Power BI Pro or Premium Per User (PPU) license to create content in Power BI.

Clean up resources by deleting the dataset, report, and dashboard.

Resize, rearrange, and edit details for the tiles on the dashboard.

Add other visualizations to your dashboard by using the Q&A natural-language tool.

Create a dashboard by pinning tiles from the report.

Use that data to create visualizations and save it as a report.

Get some data and open it in report view.