Basic concepts for the Power BI service business user
APPLIES TO: Power BI service for business users Power BI service for designers & developers Power BI Desktop Requires Pro or Premium license
Use this article to familiarize yourself with some of the terms and concepts associated with the Power BI service. Understanding these terms and concepts will make it easier for you to read through the other Power BI articles and to work in the Power BI service (app.powerbi.com).
This article assumes that you've already read the Power BI overview and have identified yourself as a Power BI business user. Business users receive Power BI content, like dashboards, reports, and apps, from creator colleagues. Business users work with the Power BI service (app.powerbi.com), which is the website-based version of Power BI.
This article isn't about Power BI Desktop
You'll undoubtedly hear the term "Power BI Desktop" or just "Desktop." It is the stand-alone tool used by designers who build and share dashboards and reports with you. It's important to know that there are other Power BI tools out there. But, as long as you're a business user, you'll typically work with the Power BI service. This article applies only to the Power BI service.
For more information about the full suite of Power BI tools, see What is Power BI?.
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There are many objects and concepts that make up the Power BI service, too many to cover in a single article. So we'll introduce you to the most common: visualizations, dashboards, reports, apps, and datasets. These are sometimes referred to as Power BI content. Content exists in workspaces.
A typical Power BI workflow involves all of the building blocks: A Power BI designer (yellow in diagram below) collects data from datasets, brings it into Power BI Desktop for analysis, creates reports full of visualizations that highlight interesting facts and insights, pins visualizations from reports to dashboards, and shares the reports, and dashboards with business users like you (black in diagram below). There are many different ways that a designer can share content with you: as individual pieces of content, content bundled together in an app, or by giving you permissions to a workspace where the content is stored. (Don't worry, we'll talk about the different ways that content is shared later in this article.)
At its most basic:
a visualization (or visual), is a type of chart built by Power BI designers. The visuals display the data from reports and datasets. Because they are highly interactive, you can slice, filter, highlight, change, and even drill into visualizations.
For more info, see Interact with Visuals in reports, dashboards, and apps.
A dataset is a container of data. For example, it might be an Excel file from the World Health Organization. It could also be a company-owned database of customers or it might be a Salesforce file. Datasets are managed by designers.
A dashboard is a single screen with tiles of interactive visuals, text, and graphics. A dashboard collects your most important metrics, on one screen, to tell a story or answer a question. The dashboard content comes from one or more reports and one or more datasets.
For more info, see Dashboards for the Power BI service business users.
A report is one or more pages of interactive visuals, text, and graphics that together make up a single report. Power BI bases a report on a single dataset. Often, the designer organizes report pages to address a central area of interest or answer a single question.
For more info, see Reports in Power BI.
An app is a way for designers to bundle and share related dashboards, reports, and datasets together. Business users receive some apps automatically but can go search for other apps created by colleagues or by the community. For example, out-of-the-box apps are available for external services you may already use, like Google Analytics and Microsoft Dynamics CRM.
To be clear, if you're a new user and you've logged in to the Power BI service for the first time, you probably won't see any shared dashboards, apps, or reports yet.
A dataset is a collection of data that designers import or connect to and then use to build reports and dashboards. As a business user, it's possible that you'll never interact directly with datasets, but it's still helpful to learn how they fit into the bigger picture.
Each dataset represents a single source of data. For example, the source could be an Excel workbook on OneDrive, an on-premises SQL Server Analysis Services tabular dataset, or a Google Analytics dataset. Power BI supports more than 150 data sources and is always adding more.
When a designer shares an app with you, or gives you permissions to a workspace, you can look up which datasets are being used, but you won't be able to add or change anything in the dataset. This means that as you interact with dashboards and reports, the underlying data is safe because changes you make do not affect the database.
Can be used over and over by report designers to create dashboards, reports, and apps
Can be used to create many different reports
Visuals from that one dataset can appear on many different dashboards
To learn more about datasets, visit these articles:
On to the next building block -- visualizations.
A Power BI report is one or more pages of visualizations, graphics, and text. All of the visualizations in a report come from a single dataset. Designers build reports and share them with others; either individually or as part of an app. Typically, Business users interact with reports in Reading view.
Can be created using data from only one dataset. Power BI Desktop can combine more than one data source into a single dataset in a report, and that report can be imported into Power BI.
Can be associated with multiple dashboards (tiles pinned from that one report can appear on multiple dashboards).
Can be part of multiple apps.
A dashboard represents a customized graphical view of some subset of the underlying dataset(s). Designers build dashboards and share them with business users; either individually or as part of an app. If a business user is given permissions to the report, they can build their own dashboards too. A dashboard is a single canvas that has tiles, graphics, and text.
Dashboards can look similar to a report page. Just a few of the differences are that dashboards have a natural language query field in the upper left corner, and when you select a visual tile you are transported to the underlying report or URL or query. For more explanation, see Reports versus dashboards.
A tile is a rendering of a visual that a designer pins, for example, from a report to a dashboard. The majority of pinned tiles show a visualization that a designer created from a dataset and pinned to that dashboard. A tile can also contain an entire report page and can contain live streaming data or a video. There are many ways that designers add tiles to dashboards, too many to cover in this overview article. To learn more, see Dashboard tiles in Power BI.
Business users can't edit dashboards. You can however add comments, view related data, set it as a favorite, subscribe, and more.
What are some purposes for dashboards? Here are just a few:
to see, in one glance, all the information needed to make decisions
to monitor the most-important information about your business
to ensure all colleagues are on the same page; viewing and using the same information
to monitor the health of a business or product or business unit or marketing campaign, and so on
to create a personalized view of a larger dashboard -- all the metrics that matter to you
can display visualizations from many different datasets
can display visualizations from many different reports
can display visualizations pinned from other tools (for example, Excel)
Visualizations (also known as visuals) display insights that Power BI discovers in the data. Visualizations make it easier to interpret the insight, because your brain can comprehend a picture quicker than it can comprehend a spreadsheet of numbers.
Just some of the visualizations you'll come across in Power BI are: waterfall, ribbon, treemap, pie, funnel, card, scatter, and gauge.
If you receive a report with a visual you don't recognize, and you don't see it included in the full list of visualizations included with Power BI, likely it's a custom visual. Custom visuals are created by Power BI community members and submitted to Power BI for use in reports.
These collections of dashboards and reports organize related content together into a single package. Power BI designers build them in workspaces and share apps with individuals, groups, entire organizations, or the public. As a business user, you can be confident that you and your colleagues are working with the same information; a single trusted version of the truth.
Sometimes, the app's workspace itself is shared, and there can be many people collaborating and updating both the workspace and the app. The extent of what you can do with an app will be determined by the permissions and access you are given.
The use of apps requires a Power BI Pro or Premium Per User (PPU) license, or for the app workspace to be stored in Premium capacity. Learn about licenses.
Apps are easy to find and install in the Power BI service and on your mobile device. After you install an app, you don't have to remember the names of a lot of different dashboards and reports. They're all together in one app, in your browser, or on your mobile device.
This app has two dashboards and two reports that make up a single app. If you were to select the arrow to the right of a report name, you'd see a list of pages that make up that report.
Whenever the app is updated, you automatically see the changes. Also, the designer controls the schedule for how often Power BI refreshes the data. You don't need to worry about keeping it up-to-date.
You can get apps in a few different ways:
The app designer can install the app automatically in your Power BI account.
The app designer can send you a direct link to an app.
You can search from within the Power BI service for apps available to you from your organization or from the community. You can also visit Microsoft AppSource, where you will see all the apps that you can use.
In Power BI on your mobile device, you can only install apps from a direct link, and not from AppSource. If the app designer installs the app automatically, you'll see it in your list of apps.
Once you've installed the app, just select it from your Apps list and select which dashboard or report to open and explore first.
Now that you've been introduced to the building blocks that make up the Power BI service for business users, continue learning using the links below. Or, start using the Power BI service with some sample data.
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Watch a video in which Will reviews the basic concepts and gives a tour of the Power BI service.
This video might use earlier versions of Power BI Desktop or the Power BI service.
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