Tutorial: Get started creating in the Power BI service
APPLIES TO: Power BI Desktop Power BI service
This tutorial is an introduction to some of the features of the Power BI service. In this tutorial, you connect to data, create a report and a dashboard, and ask questions about your data. The exercises show you how to work with data on a dashboard and design dataset visualizations. Here's an example dashboard:
In the Power BI service, you can accomplish many different tasks, and this tutorial can help you get started. For an understanding of how the Power BI service fits in with the other Power BI offerings, we recommend reading What is Power BI?
If you're a report reader rather than a creator, check out the Getting around in the Power BI service tutorial.
In this tutorial, you complete the following tasks:
- Sign in to your Power BI online account, or sign up, if you don't have an account yet.
- Open the Power BI service.
- Add and view data in reading or editing mode.
- Use data to create visualizations and save designs as a report.
- Create a dashboard by pinning tiles from the report.
- Add other visualizations to a dashboard with the Q&A natural-language tool.
- Resize, rearrange, and edit details for the tiles on the dashboard.
- Clean up resources by deleting the dataset, report, and dashboard.
Sign up for the Power BI service
You need a Power BI Pro or Premium Per User (PPU) license to create content in Power BI. 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. Complete the wizard to get a free license. Open the Power BI service (app.powerbi.com), and select the Me icon. Choose Premium Per User - Start trial or Buy Fabric now.
Step 1: Add data to create a report
Often, when you want to create a Power BI report, you start in Power BI Desktop. Power BI Desktop offers more power. You can transform, shape, and model data, before you start designing reports.
For this tutorial, we start from scratch by creating a report in the Power BI service rather than through the Desktop. We create a dataset from a simple Microsoft Excel file that contains sample financial data.
Open the Power BI service (app.powerbi.com) in your browser.
Don't have an account? Sign up for a free Power BI Premium Per User 60 day trial.
Download the Excel file that has the Financial Sample data.
Select My workspace in the navigation pane.
Select New > Dataset to initiate the import process. The Add data to start building a report page opens.
If you select Upload instead of New, the Power BI service uploads the entire Excel workbook. You can then open and edit the workbook in Excel Online.
On the Add data to start building a report page, select Excel.
In the Select a file dialog, browse to the location where you saved the Excel file on your computer.
Select the file and choose Import.
The Power BI service imports the sample data from the Excel file as a dataset and opens the Financial Sample page.
You can now use the sample dataset to create reports and dashboards.
On the Financial Sample dataset page, at the top, select Create a report > Start from scratch to open the report editor.
The Power BI service opens the new report in My workspace. The report canvas is blank and shows the Filters, Visualizations, and Data panes.
Switch between report views
The new report opens in Editing view. To view your report in progress, you can switch to the Reading view at the top of the page:
In the Editing view, you can modify reports because you're the owner and creator of the report. When you share your report with colleagues, they often can interact with the report in Reading view only. Other users are consumers of reports in your My workspace.
When you're ready to continue to working on your report, select Edit:
Step 2: Create a chart in a report
After you connect data to build a report, you're ready to start exploring. When you find an interesting item, you can save it on the report canvas. You can pin the item to a dashboard to monitor the data for changes over time.
We can start by adding a column chart to the report in the editor to build a visualization of the data.
In the Data pane, select the arrow next to the financials heading to show the data items.
Some data items have a sigma symbol (Σ) next to the name. Power BI displays the sigma next to data that has numeric values.
Under financials, select the Gross Sales data item, and then select the Date item.
Power BI analyzes the selected data and creates a column chart visualization.
If you select the Date item before you select the Gross Sales item, Power BI creates a table rather than a column chart. If you selected the data items in this order, it's not a problem. We're going to change the visualization of the data in the next step.
Let's try a different display of the selected data. Line charts are good visuals for showing changes in values over time. In the Visualizations pane, select Line chart.
The line chart looks interesting, so let's pin the visualization to a dashboard. Select the Pin icon on the visualization.
When the report is new, you're prompted to save the report before you can pin the visualization to a dashboard.
- Enter a name for the report, such as Financial Sample report, and select Save.
Power BI saves the report to the selected location. The default is My workspace. Power BI shows the report in Reading view.
Position the mouse over the visualization and select the Pin icon again. The Pin to dashboard pop-up dialog opens.
In the pop-up dialog, select New dashboard, and enter a name for the dashboard, such as Financial Sample dashboard. Select Pin.
Power BI displays a success message after the service adds the visualization to the dashboard. The success dialog includes an option to create an optimized layout of the dashboard for your mobile device.
In the message dialog, select Go to dashboard.
After you pin a visualization, it's pinned on the dashboard as a tile. The data in the visualization stays up-to-date so you can track the latest value at a glance.
After you pin a visualization, if you change the visualization type in the report, the pinned visualization on the dashboard doesn't change. To see the new visualization, pin it to the dashboard to create another tile. The use of multiple tiles lets you have more than one visualization of the same data on your dashboard.
Now select the tile on the dashboard:
The Power BI service returns you to the report editor where you can refine the visualization:
You can select Edit to return to Editing view and continue to explore and pin tiles.
Step 3: Explore visualizations with Q&A
For a quick exploration of your data, try asking a question in the Q&A question box. Q&A lets you ask natural-language queries about your data.
In the Power BI service, you can find the Q&A question box in two places.
On a dashboard, the Ask a question about your data Q&A box is at the top of the tile view:
In the report editor, the Ask a question Q&A box is in the top menu bar:
When you select the Q&A box, Power BI opens an extended view to help you ask questions and find answers.
Let's try out the Q&A experience for a dashboard.
In the Power BI service, select My workspace, and then select your dashboard for the Financial Sample.
At the top of the tile view, select Ask a question about your data. The view expands and Q&A offers several suggestions.
You can select a suggestion and see the results, or enter your own question in the Q&A box.
In the Q&A box, enter the question what is the average sale. As you type, Q&A tries to pattern match your text entry for recognized questions.
Q&A searches for an answer and displays the answer as a card visualization.
At the top right, select Pin visual and pin the visualization to the Financial Sample dashboard.
Try another question in the Q&A box. Enter total profit by country.
Pin the country/region map visualization to the Financial Sample dashboard.
In the success dialog, select Go to dashboard to view the newly pinned tiles on your dashboard.
On the dashboard, select the pinned country/region map. Notice how the visualization opens in Q&A.
Place the cursor after by country in the Q&A box and enter as bar. Power BI creates a bar chart with the results.
Pin the bar chart to your Financial Sample dashboard.
At the top, select Exit Q&A to return to your dashboard.
You now have four pinned tiles on your dashboard: line chart, numeric average, country/region map, and bar chart.
Pin different views of data with multiple tiles
Notice that although you changed the map visualization to a bar chart in Q&A, the corresponding tile on the dashboard still shows a map.
When you pin a tile to a dashboard, the tile always displays the data by using the original visualization type. If you change the visualization type for an existing tile, and pin the tile, Power BI creates a new tile with the new visualization type. The original tile remains unchanged. The use of multiple tiles enables you to have more than one visualization of the same data on your dashboard.
Step 4: Adjust tile layout on the dashboard
Tiles on the dashboard can be rearranged and adjusted to make better use of the space. You can change tile sizes, reposition tiles, and work with tile details to improve the layout.
Adjust tile size
Let's change the size of the Gross sales line chart tile to be the same height as the Average of Sales tile.
Select the lower-right corner of the Gross sales line chart tile and drag the tile outline upward to reduce the overall tile height.
Continue to drag the tile outline upward until the tile snaps into place at the same height as the Average of Sales tile.
When the tile has the desired height, release the mouse.
The two tiles are now the same height.
Modify tile details
Sometimes changing Tile details can improve the dashboard presentation.
On the Average of Sales tile, select More options (...) > Edit details.
In the Tile details dialog, in the Title box, enter Sales Average.
You can move a tile by selecting the tile and dragging it to a new location.
Select the country/region map tile, and drag the tile to the right of the bar chart.
When the tile's in the desired position, release the mouse.
Notice that these two tiles take up more width on the dashboard than the Gross sales line chart tile and the Sales Average tile. You can improve the layout by increasing the overall width of the line chart tile.
Here's an example of the dashboard with the improved layout:
Clean up resources
After you finish the tutorial, it's a good practice to delete the dataset, report, and dashboard.
When you delete a dataset, the Power BI service also deletes all reports and dashboard tiles that use data from the dataset.
In the Power BI service, select My workspace.
Locate the Financial Sample dataset.
Select More options (...) > Delete.
Power BI displays a warning message: All reports and dashboard tiles containing data from this dataset will also be deleted.
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