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Power BI
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Power BI Components Power BI Desktop Power BI service – Cloud
Power BI mobile Gateway Power BI premium – self hosted solution
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Power BI Desktop Free Can be used as a self service tool
Allows you to create reports that can then be published to the Power BI service
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Getting Power BI Desktop
Install the application from windows apps or go to download from powerbi.com If you are on windows 10 you can go to windows apps store and search for power bi desktop Advantage of using this is that updates that are pushed out every month are automatically pushed out an you don’t have to manually install Creates a pbix file which contains the data and reports
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Power BI online - Service
Runs in the cloud Access by going to app.powerbi.com Can be used instead of using power bi desktop to create reports. Used if you want to share reports with other users – this is a Power BI Pro license
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Power BI - Gateway Allows for you to pull on prem data and have it pushed up to the power BI service. Installed on a workstation or server just can’t be a domain controller server Setup schedule to update up to 8 times per day Same gateway used by Flow, Power apps, and Power BI.
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Power BI mobile Free to download the app.
Pulls data that is on the Power BI service.
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Power BI Pricing
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Steps in building a report
Get data from data sources. Many different data source, on premise data (SQL – GP, csv, excel). Cloud data (CRM, webapps, scraping data from webpages. Formatting data in the data model. Define columns, transform columns and clean up data Creating Reports. Formatting charts and tables Creating dashboards. (Done in the power BI service)
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Demo Power BI Desktop layout Ribbon on the top
Report, data and relationships along the right side Edit of visualizations on the right hand side
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Demo Getting data and building a report Scenario
Create an analysis dashboard that compares GP sales vs budgeted sales in an excel spreadsheet. Allow users to slice and dice the data by salesperson, item class, year, periods, and item
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Demo Power BI desktop example from the web
Extract data from
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Questions ?
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THANK YOU
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