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Microsoft Power BI Web - Create a Dashboard

This workbook/guide covers Power BI Web Service, a web-based tool that provides cloud services over
the Internet to post and view Dashboards. Individual Visual Reports are created using the Power BI
Desktop tool which is installed on your local computer. Once you develop Visual Reports in Power BI
Desktop, then you can use these Visual Reports to build Dashboards in the Power BI Web Service.
These tools work together to display and describe data sources in a Visual Report which can be updated
when desired. The following topics will be covered:
Overview - First, an overview of the interface and the menu system will be provided. This will enable
users to switch between the different modules (described below) in order to develop a Dashboard.

Dataset - This is used to store the uploaded database to the Power BI Web Service which can be
interactive as the database is updated. However, it could also be cached/stored in Power BI Web Service
(no connection to another source). A Dataset can be linked to multiple Visual Reports that are used to
create a Dashboard. Also, in this web-based tool, it is possible to click on a specific Dataset to create
additional reports. However, it is recommended that reports be created in the Power BI Desktop.

Report Workspace - This will display the Visual Reports created in Power BI Desktop as well as those
created in the Power BI Web Service tool all while using the Edit Report tool (see Edit Report
Chapter). The reports in the Reports Workspace will be linked to a single Dataset, but they can be
linked to multiple Dashboards, as well. Filters are also available to adjust the information in the reports.

Dashboard - This is the layout of different types of Visual Reports arranged together to provide a
message for readers to understand. When you click on a report in the Dashboard, it is linked to the
Reports Workspace which is also linked to the Datasets. When you click on a Visual Report located in
the Dashboard, the report will open.

Edit Report - When a report is created from a Dataset, you can use the capabilities to build multiple,
small Visual Reports such as Clustered Column Charts, Pie Charts, and Cards to display total values,
Tables of summarized data, Matrix reports, Maps, etc. Because you will want people reviewing the
Visual Reports to understand the data stored in the data source, the progress, growth, or current state of
the information can be displayed.

Workbooks - This will allow you to upload an Excel Workbook into Power BI Web Service as the
input data source for a Dashboard. When you import an Excel Workbook, you can create a Visual
Report and apply it to a Dashboard. This is an alternative to publishing reports from the Power BI
Desktop tool.

Settings - There are adjustments that can be made to the interface to provide additional functionality.
Settings to be covered include General, Dashboard, Dataset, Workbook, Alerts, and Subscriptions
settings.

Page 1
Introduction

Table of Contents
Chapter 1 - Get Data...................................................................................................................... 4
Section 1 - Overview .......................................................................................................... 4
Section 2 - Interface/Left Menu .......................................................................................... 6
Section 3 - Upper Right Corner Options........................................................................... 11
Chapter 2 - Dataset Workspace .................................................................................................. 12
Section 1 - Dataset Open Menu (Menu Next To Dataset Name) ...................................... 12
Section 2 - Dataset Reading View (Menu On Top) .......................................................... 15
Section 3 - Dataset Edit Report (Menu On Top) .............................................................. 15
Chapter 3 - Report Workspace ................................................................................................... 16
Section 1 - Reports Open Menu (Menu Next To Report Name) ...................................... 16
Section 2 - Reports Reading View (Menu On Top).......................................................... 17
Chapter 4 - Dashboard Workspace ............................................................................................ 25
Section 1 - Dashboard Open Menu (Menu Next To Dashboard Name) ........................... 25
Section 2 - Dashboard Options (Menu On Top) ............................................................... 27
Section 3 - Dashboard (More Options On Top Of Visual Report) ................................... 33
Section 4 - Question & Answer ........................................................................................ 35
Chapter 5 - Edit Report ............................................................................................................... 38
Section 1 - Edit Report Overview/Interface ...................................................................... 38
Section 2 - Reports More Options (On Top Of Visual Report) ........................................ 40
Section 3 - Reports Edit Report (Menu On Top) .............................................................. 42
Section 4 - Create Visual Reports, Filtering and Formatting ............................................ 46
Chapter 6 - Workbooks ............................................................................................................... 47
Section 1 - Upload Excel Workbook ................................................................................ 47
Section 2 - Workbook Open Menu (Menu Next To Workbook Name) ........................... 48
Section 3 - Workbook Options (Menu On Top) ............................................................... 49
Chapter 7 - Settings ..................................................................................................................... 53
Section 1 - General Settings .............................................................................................. 53
Section 2 - Dashboards Setting ......................................................................................... 54
Section 3 - Datasets Setting .............................................................................................. 55
Section 4 - Workbooks Setting ......................................................................................... 64
Section 5 - Alerts Setting .................................................................................................. 64
Section 6 - Subscriptions Setting ...................................................................................... 65
Section 7 - Other Settings ................................................................................................. 66
Index - Power BI Web Service .................................................................................................... 69

Copyright and Release Information


This document was updated on 7/29/2018 (Version 1) and is designed for Power BI Web Service
Version 13.0.6109.175. Related books available Power BI Overview, Power BI Desktop, Power BI
DAX Programming, and Power BI Comprehensive which combines all books into one book. This
material is the sole property of Jeff Hutchinson and eLearnLogic. Any emailing, copying, duplication or
reproduction of this document must be approved by Jeff Hutchinson in writing. However, students who
take a class or purchase the material can use this document it for personal development and learning.
ISBN-13: 978-1724413116, ISBN-10: 1724413112.

Page 2
Introduction

Exercise Download
Exercises are posted on the website and can be downloaded to your computer.
Please do the following:
Open Internet Explorer/Edge: Or Google Chrome:
Type the web address: elearnlogic.com/download/powerbi-c.exe
You might get several security warnings, but answer yes and run through each one. When you click
“Unzip,” the files will be located in C:\Data\PowerBI-C folder.

If there are any questions or problems, please


contact Jeff Hutchinson at:
JeffHutch@elearnlogic.com
Note: For Mac users, download the file at:
elearnlogic.com/download/powerbi-c.zip
About the Author
Jeff Hutchinson is a computer instructor teaching a variety of classes around the country. He has a BS
degree from BYU in Computer-Aided Engineering and has worked in the Information Technology field
supporting and maintaining computers for many years. He also previously owned a computer training and
consulting firm in San Francisco, California. After selling his business in 2001, he has continued to work
as an independent computer instructor around the country. Jeff Hutchinson lives in Utah and also provides
training for Utah Valley University Community Education system, offering valuable computer skills for
the general knowledge of students, career development, and career advancement. Understanding the
technology and the needs of students has been the basis for developing this material. Jeff Hutchinson
can be contacted at JeffHutch@elearnlogic.com or (801) 376-6687.

Design Strategy
This workbook is designed in conjunction with an Online-Instructor-Led course (for more information
see: www.elearnlogic.com). Unlike other computer guides, students will not need to review lengthy
procedures in order to understand a topic. All that is necessary are the brief statements and command
paths located within the guide that demonstrate how a concept is used. There are many Step-By-Step
Practice Exercises and more comprehensive Student Projects used to better understand a concept.
Furthermore, students will find that this workbook guide is often used as a reference to help users
understand concepts quickly. An index is also provided on the last page of the workbook to reference
important topics as necessary. However, if more detail is needed for study, the Internet can be used to
search a concept. Also, if student’s skills are weak due to lack of use, they can refresh their knowledge
quickly by visually scanning the concept needed and then testing them out using the application.

Workbook Organization
The following are special formatting conventions:
• Numbered Sections on the left are the Concepts covered.
• Italic Text is used to highlight commands that will perform the Concept or procedure in
completing the practice exercises.
• Practice Exercises are a Step-by-Step approach to demonstrate the Concept.
• Student Projects are more comprehensive approach to demonstrate the Concept.
• Dark, Grayed-Out Sections are optional/advanced Concepts.
• Bolded items are important Concepts, terminology or commands used.
• Tip - These are additional ideas about the Concept.

Page 3
Chapter 1 - Get Data
In this chapter, we will provide an overview of the Power BI Web Service product, review the interface,
menus, and capabilities. Once you upload the dataset in Power BI Web Service, you can create
Dashboards, Reports, and upload Excel worksheets.
Chapter Table of Contents
Section 1 - Overview
Section 2 - Interface/Left Menu
Section 3 - Upper Right Corner Options
Section 1 - Overview
Concept Explanation / Command String in italic.
1.1 Power BI Web This is a Web based application that can be accessed using a Web Browser, and
Service this particular workbook will cover these capabilities. You will need a login
account and password to use the service.
Power BI Service Pro - This version requires a paid subscription and all features
will be active. It will allow you to schedule data, refresh more frequently, offer
live data sources with full interactivity, activate the Gateway product, share
Dashboards, and many more feartures.
Power BI Service Free - The free version requires you to create an account. It will
allow you to upload and develop Dashboards, Reports and Datasets. You can
create a hyperlink to allow others to see your Reports on the World Wide Web,
With the Free Version, you will not be able to Share your Dashboards, Create
App Workspace, Create Content Pack, Analyze In Excel, Install a Gateway,
Schedule a Refresh, Subscribe, and use Alerts. An evaluation version can be
obtained from: http://PowerBI.com
When you open the PowerBI Web Service, the following will be displayed:

1.2 Publish This will Publish reports to the Power BI Web Service from Power BI Desktop.
Once you Publish the data source, the Datasets and Visual Reports will be
available in Power BI Web Service.
Practice Exercise 1 In the Power BI Desktop:
Publish From 1. File TabOpenC:\Data\PowerBI-C\Visual ReportsC.pbix.
Power BI
Desktop 2. Publish the Reports: Home Ribbon Tab PublishPublish to PowerBI:
Select Destination: My Workspace  Success Status.

Page 4
Chapter 1 - Get Data

3. Login to Power BI Web Service to view results or Click on the link:

Tip: If you do not click the link you can go directly to Power BI Web Service
to view the reports.
4. My WorkspaceReportsVisual ReportsC.pbix.

1.3 Get Data An alternate way to publish a Power BI Desktop file is to open the .Pbix file
From Power BI directly into the Power BI Web Service. When you start Power BI Web Service
Web Service for the first time, you will receive the following to get started:

After the Power BI Web Service is opened, the Get Data option will be located in
the lower left corner of the screen.
Practice Exercise 2 In Power BI Web Service:
Publish From
Power BI 1. (located in the lower left corner).
Web Service 2. Create New Content/Files .
3. 
C:\Data\PowerBI-C\Visual ReportsC.pbix .

4. The file will be located in: My WorkspaceReportsVisual ReportsC.

Page 5
Chapter 1 - Get Data

1.4 Import Excel When you Import a .Pbix file, the system will automatically Import Dataset and
Workbook Report information. When you Import and Excel workbook (.xlsx), the
worksheets must be converted to Tables in order to Import and if you Import a
regular worksheet, you will receive the following message:

These Imported Workbooks contain a data model, which is a technique to relate


multiple Excel worksheets (similar to a database), using Excel PowerPivot Add-
in feature. Power BI supports all data model properties defined in Excel, such as
relationships, measures, hierarchies, and KPIs.
Tip: The Import will also accept properties defined by Excel PowerQuery.
Tip: The Import command requires the file to be a Table not a normal range.
Practice Exercise 3 In Power BI Web Service:
Import
1. (located in the lower left corner).

2. Create New Content/Files .


3. C:\Data\PowerBI-C\FilterTable.xlsx.

4. .
The file will be Imported to:
Section 2 - Interface/Left Menu
These are the tools you see first when you open Power BI Web Service. They
are located on the left side of the interface. When you select an item located
under these categories, it will open the selected item in the middle of the screen
and allow you to view or edit it.
The following is a summary of the Left Menu:
Favorites - This identifies your most important Dashboards and
Visual Reports.
Recent - These are the recently opened Dashboards or Reports.
Apps - These provide additional functionality.
Shared With Me - These are Dashboards that others will share with you.
Workspaces - This contains additional Workspaces and Apps.
My Workspace - These are your personal files to view or edit.
Dashboards - These are layouts of different types of Reports.
Reports - These are individual Visual Reports.
Workbooks - These are uploaded Excel files.
Datasets - This is the uploaded data source used for Reports.

Concept Explanation / Command String in italic.


Practice Exercise 4 If Visual ReportC.pbix is currently open, skip this step:
Publish From
Power BI 1. (located in the lower left corner).
Web Service 2. Create New Content/Files .
3. 
C:\Data\PowerBI-C\Visual ReportsC.pbix .

Page 6
Chapter 1 - Get Data

1.5 Favorites You can identify specific Reports or Dashboards for quick
access.
Practice Exercise 5 Open the desired Report or DashboardClick Icon located on
Favorites the top of the Report or Dashboard. Tip: You may need to create a Dashboard.

Practice Exercise 6 To remove a Favorite: Open the desired Report or Dashboard


Remove Favorites Click Icon located on the top of the Report or Dashboard.

1.6 Recent This will display all of your most recently accessed Dashboards, Reports, and
Datasets. Use this to switch between different Dashboards.
Tip: A star next to a report name indicates it was marked as Favorite. Click on
My Workspace to see Dashboards and Reports.
1.7 Apps An App is a Workspace that consolidates multiple Reports into a single object.
You do not need to keep track of multiple links to view different Reports and
Dashboards. This could be an App from someone in your organization or a
custom developed App. See 1.11 Create App to learn more.
Practice Exercise 7 In Power BI Web Service:
Apps
 

. Select the desired App.

Tip: You do not need a Power BI


Web Pro license to install and use an
App, but you will need Power BI
Web Pro to create a new App.

1.8 Shared With


Me This could contain many different Dashboards or Reports
Tip: The Import that others have Shared with you. In order to Share, you will need the email
will also accept addresses of others. Refer to Chapter 3, Section 1 for details concerning the
properties defined by Share concept.
Excel PowerQuery.

Practice Exercise 8 To display the files others have Shared with you:
Share

 (the Shared files will be listed)

Page 7
Chapter 1 - Get Data

1.9 Workspaces This could contain many different Dashboards, Reports, Workbooks and
Datasets that you use or have Shared with others.
The Reports tab (below) will list all available Reports:

The icons above are: View usage matrix report (only available with a Pro
license).
View Usage Metrics Report
Share
View Related
Settings
Remove
1.10 My The most common workspace is called My Workspace
Workspace which is used to hold your personal information.
Dashboards - This is the layout of different types of Visual
Reports.
Reports - These are the Visual Charts used in a
Dashboard.
Workbooks - This will store any Excel file you have
uploaded as an alternative to publishing from Power BI Desktop.
Dataset - This is the connection to a data source that is cached/stored in Power BI
Web Service.
1.11 Create App This is a method used to package and manage a
Workspace collection of deployed Dashboards and
Reports to a large group of users in a Web
Requires Power BI Browser or mobile device. An author (creator
Web Pro Version of the Dashboard) can combine several
Dashboards, schedule refresh, then provide a
link to an App. The end result is that you will
be able to communicate your desired message
inside the App. It will be easier to deploy by
referencing an App rather than maintaining
many links. When you create the App, you will
be able to add email accounts of people you
want to collaborate with, set access rights to
Public/Private, as well as allow them to
Edit/View the Dashboard/Report content.
My Workspace is a collection of Dashboards and Reports. Additional
Workspaces can be created which independently tell a story. Instead of putting all
your reports in My Workspace, you can create different Workspaces for each
message. These different Workspaces can be compiled into an App.

Page 8
Chapter 1 - Get Data

Practice Exercise 9 1. Workspace (located on the left side of the interface)


Create An App
Enter the information from the screen capture
above Button.

2. Create New Content/Files .


3. C:\Data\PowerBI-C\FilterRange.Pbix

4. Select the located on the left side of the interface.


5. Click the and enter the following:
Details Tab: Description: This is a test
Content Tab: App Landing Page: None
Access Tab: Entire Organization
6.   .
Student Project A1 In Power BI Web Service:
Create New
Workspace 1. (located in the lower left corner).

2. Create New Content/Files .


3. 
C:\Data\PowerBI-C\NorthJunction.xlsx

4. .
5. We now have a new workspace called North Junction Statistics.
You can continue to add Datasets, Workbooks, Reports and Dashboards.

6. Create Additional Visual Reports and Dashboards


North Junction StatisticsDatasets
Create a Pie Chart using fields
and .
7. Save Report: FileSave As NorthJunction.
8. Pin Report to a Dashboard: Reports
Select NorthJunctionSelect Chart
Pin to Dashboard NorthJunction.

Page 9
Chapter 1 - Get Data

1.12 Modify App This will Modify the Workspace that is tied to the App.
 More
Files - This will list the files available in the App.
Edit Workspace - This will open the Create The App
Workspace screen
Leave Workspace - This is if you no longer want to be a
member of an App Workspace.
Student Project A2 Continue from previous exercise
Create App
1. Select the Workspace.
The following will appear in the interface:

2. Publish the App: Select the Button. Enter the following


information:
Details Content Access

3. Press the Button to complete.

4. Press the Publish Button.

5. You can copy the link or Go To the App: Press .

6. Click on
located on the left side of the
interface.

Page 10
Chapter 1 - Get Data

Section 3 - Upper Right Corner Options


These options are always available on the top right of the interface.
The following is a summary of the commands:
Full Screen Mode
Notifications
Settings
Download
Help and Support
Feedback
Profile/Account
Concept Explanation / Command String in italic.
1.13 Enter Full When you click on Dashboards, Reports, Workbooks, or Datasets you will see this
Screen Mode icon appear which will allow you to maximize the Report on the screen. To exit Full
Screen Mode, press Exit Now or press the located in the lower right corner.

1.14 Notifications These are Notifications from Microsoft concerning


upgrades, issues, or any other related information.

1.15 Gear Click on the Gear located in the upper right corner of the
or interface.

Manage Personal Storage, Create Content Pack, View


Content Pack, Admin Portal, Manage Gateways, Settings,
and Manage Embed Codes

Refer to Chapter 7, Section 7 for details concerning these


concepts.

1.16 Download These are additional programs you can Download such as:
Power BI Desktop - Standalone version on your computer.
Data Gateway - Connect Power BI to your datasource.
Power BI for Mobile - Runs on your Mobile device.
Power BI Publisher For Excel - Allows you to publish
charts to Power BI Web Service.
Analyze In Excel Updates - This downloads the latest
update. (See Chapter 2, Section 1 for more details).
1.17 Help And This provides Help and community feedback. It can be used to submit an idea
Support or a problem that is occuring.
1.18 Feedback
This provides Feedback to the Power BI team.
1.19 Subscribe Power BI will send screenshots of a Dashboard page directly to your inbox
whenever the data changes. Refer to Chapter 7, Section 6 for details concerning the
Subscribe concept.
1.20 Profile This is the Login Profile for your Account.

Page 11
Chapter 2 - Dataset Workspace
Datasets are physically uploaded to Power BI Web Service through the publishing process. A Dataset
can maintain a connection to a data source; however, it is also cached/stored in Power BI Web Service.
If the Dataset is connected to the data source, a refresh will retrieve new information and update the
cached/stored area. If it is not connected to the data source, it can be refreshed when it is republished to
update the cached/stored area. Another possible option is to upload an Excel workbook directly as a
Dataset (see Workbooks Chapter 6). You can click on a specific Dataset and create a new Visual
Report, but it is recommended that you create your Visual Report in the Power BI Desktop.
Chapter Table of Contents
Section 1 - Dataset Open Menu (Menu Next To Dataset Name)
Section 2 - Dataset Reading View (Menu On Top)
Section 3 - Dataset Edit Report (Menu On Top)
Section 1 - Dataset Open Menu (Menu Next To Dataset Name)
The Open Menu is located next to the name of the Dataset and is also referred to as the Ellipse
Menu. Select a Dataset name and then click on the Open Menu located next to the name.
The following is a summary of Open Menu:
Status - This appears on the top of the Open Menu.
Rename - This Renames the Dataset.
Remove - This deletes the selected Dataset.
Schedule Refresh - This sets specific dates/times to Refresh.
Refresh Now - This forces a Refresh immediately.
Analyze In Excel - This exports the Dataset to Excel for further Analysis.
Download .PBIX - This saves the file in a Power BI Desktop file format.
Security - This can be set up in Power BI Desktop.
Manage Permissions - This will display a detailed list of access rights
for Dashboards, Reports, and Datasets.

Concept Explanation / Command String in italic.


Practice Exercise 10 If Visual ReportC.pbix is currently open, skip this step:
Publish From
Power BI 1. (located in the lower left corner).
Web Service 2. Create New Content/Files .
3. 
C:\Data\PowerBI-C\Visual ReportsC.pbix .
2.1 Status The Status can be viewed on the top of the
Open Menu.

Practice Exercise 11 My WorkspaceDatasets(Select the


Status desired Dataset) Open Menu.

Tip: Look on top of the Open Menu.


2.2 Rename This Renames the selected Dataset.
Practice Exercise 12 My WorkspaceDatasets(Select the desired Dataset) Open Menu
Rename Rename.
2.3 Remove This deletes the selected Dataset.
Practice Exercise 13 My Workspace Datasets(Select the desired Dataset)

Page 12
Chapter 2 - Dataset Workspace

Remove Open Menu Remove.


2.4 Schedule This will take you to the Dataset Settings. Here, you can set up the Gateway
Refresh connection, change the datasource Credentials, and Schedule an automatic
Refresh interval. Refer to Chapter 7, Section 3, for details concerning
Schedule Refresh concept.
2.5 Refresh Now If you are connected to an external data source through a Gateway, it will Refresh
and Get New Data.
2.6 Analyze In This will export the data source from Power BI Web Service to Excel for further
Excel analysis, as well as maintain the connection to the data source in Power BI Web
Service. A connection is maintained through a file called Office Data Connection
Requires Power BI (.odc). However, if you want to keep your analysis, you can save it as an Excel
Web Pro Version (.xlsx) file format. This is useful if you need to view and interact with the Dataset
in Excel using PivotTables. It requires a Pro License which will activate the
Gateway feature and is required to maintain a connection. My Workspace
Datasets (Select a Dataset) Open Menu Analyze In Excel.
Practice Exercise 14 1. Create an Excel file to Analyze:
Analyze In Excel My WorkspaceDatasets
(Choose the desired dataset)
Open MenuAnalyze in Excel.
Tip: It may require you to install additional drivers such as:

2. Edit Excel Workbook - When you open the file in Excel, an


empty PivotTable and Field list appears with the tables, fields, and measures
from the Power BI dataset. You can create PivotTables, charts, add data from
other sources, create different worksheets and Analyze a Dataset just as you
would work with a local spreadsheet in Excel.
In Excel: Drag the PivotTable Fields to the proper drop boxes.

Page 13
Chapter 2 - Dataset Workspace

3. Save Excel Workbook Locally - You can save this Power BI Dataset
connected workbook just like any other workbook. However, you cannot
publish or import the workbook back into Power BI Web Service. In Excel:
File TabSave As(File Name).
4. Share The Workbook- Once your Excel workbook is saved on your local
shared drives, others can open the workbook and see the results of your analysis
such as PivotTables, Charts, etc.
2.7 Quick Insights This will go through all your data, look for related fields, determine common
correlations and generate several charts. This information can be useful to better
understand your data and you may discover a correlation that is very valuable.
Practice Exercise 15 My WorkspaceDatasets(Select the desired Dataset) Open menu
Quick Insights
Quick Insights. The following message will appear:
Choose View Insights
Tip: A list of different charts will be
displayed.
2.8 Download This will Download or export a report from Power BI Web Service to a Power
.PBIX BI Desktop in a .pbix file format. You can then open the file in Power BI
Desktop.
Practice Exercise 16 My WorkspaceDatasets(Select the desired Dataset) Open Menu
Download .Pbix Download .PBIXSave As(choose Open, Save, Save As, or Cancel),

C:\Data\PowerBI-C\MyDataset.pbix.
When complete, the save will display the following message:

2.9 Security The Row-Level Security can be set up in Power BI Desktop. It will allow you to
restrict rights to specific records in a database based on the role defined.

2.10 Manage This will show you a detailed list of access rights for Dashboards, Reports,
Permissions Workbooks, and Datasets. By clicking on a Report or Dataset, you will see the
permission specified for that object and then you can change it.
Refer to Chapter 4, Section 1 for details concerning setting Shared Rights.

Page 14
Chapter 2 - Dataset Workspace

Section 2 - Dataset Reading View (Menu On Top)


When you select the desired Dataset, you can create a Report in the Edit Report View. The menu will
appear on top of the screen. Refer to Chapter 3, Section 2 for an explanation of these concepts. The
Reports Reading View (Menu On Top) contains all of the options of the Dataset Reading View.

The following is the Dataset Reading View (Menu On Top).


It can be located at: My WorkspaceDatasets(Select Dataset name).

The following is the Reports Reading View (Menu On Top).


It can be located at: My WorkspaceReports(Select Report name).

Section 3 - Dataset Edit Report (Menu On Top)


In this section, we will refer you to the Report (Edit Report) Chapter 5, Section 3 for more details. The
Edit Report option in the Reports Section contains the same menu options except Pin Live Page.

The following is the Dataset Edit Report (Menu On Top).


It can be located at: My WorkspaceDatasets(Select the Dataset)Reading View/Edit Report.

The following is the Reports Edit Report (menu on top).


It can be located at: My WorkspaceReports(Select the Report)Reading View/Edit Report).

Page 15
Chapter 3 - Report Workspace
This will allow you to view the Reports in the Reading View of the Published files. The Reports will
be linked to one Dataset, but they can also be linked to multiple Dashboards. Filters are also available
located on the right side of the screen. The following will show how Datasets, Reports, and Dashboards
are connected:

Dataset Visual Reports Dashboards


Visual Reports1 Dashboard1
Dataset1 Visual Reports2
Dataset2 Visual Reports3 Dashboard2
Click on the View Related button to see how a specific Dashboard is linked.
One Dataset can be linked to multiple Visual Reports.
One Visual Report can be linked to multiple Dashboards.
One Visual Report cannot be linked to multiple Datasets (only one Dataset).
One Dashboard could contain multiple Visual Reports from different Datasets.

Chapter Table of Contents


Section 1 - Reports Open Menu (Menu Next To Report Name)
Section 2 - Reports Reading View (Menu On Top)
Section 1 - Reports Open Menu (Menu Next To Report Name)
The Open Menu is located next to the name of the Report and is also referred to as Ellipse
Menu. Select a Report name and then click on the Open Menu located next to the name.
The following is a summary of the Open Menu:
Open - This Opens the Report.
Rename - This Renames the Report.
Remove - This deletes the selected Report.
Analyze In Excel - This exports the Dataset to Excel to be Analyzed.

Page 16
Chapter 3 - Report Workspace

Concept Explanation / Command String in italic.


Practice Exercise 17 If Visual ReportC.pbix is currently open, skip this step:
Publish From
Power BI 1. (located in the lower left corner).
Web Service 2. Create New Content/Files .
3. 
C:\Data\PowerBI-C\Visual ReportsC.pbix .
3.1 Open This Opens the selected Report.
Tip: Double click on the desired Report to open it.
Practice Exercise 18 My WorkspaceReports(Select the desired Report)
Open Open MenuOpen.
3.2 Rename This Renames the selected Report.
Practice Exercise 19 My Workspace Reports (Select the desired Report)
Rename Open MenuRename.
3.3 Remove This deletes the selected Report.
Practice Exercise 20 My WorkspaceReports(Select the desired Report)
Remove Open MenuRemove.
3.4 Analyze In This will export the data source from Power BI Web Service to Excel for further
Excel analysis, as well as maintain the connection to Power BI Web Service. Refer to
Chapter 2, Section 1 for details concerning the Analyze In Excel concept.
Practice Exercise 21 My WorkspaceReports(Select Report) Open Menu
Analyze In Excel Analyze In Excel.
Section 2 - Reports Reading View (Menu On Top)
When you select the desired Report, a menu will appear on the top above the Reports Workspace. This
section will review the options available located on the top menu bar (See below).

The following is the Dataset Reading View which also contains a small subset of the Reports Reading
View. As you can see, there are many more options available in the Reports Reading View.

You can switch between Edit Report and Reading View. However, Edit Report will allow you to
create/edit Reports. Reading View is your way to explore and interact with the report. When you click
Edit Report, the screen will change to the Reading View: .
When you click on Reading View, the screen will change to Edit Report: .

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Chapter 3 - Report Workspace

Concept Explanation / Command String in italic.


Practice Exercise 22 If Visual ReportC.pbix is currently open, skip this step:
Publish From
Power BI 1. (located in the lower left corner).
Web Service 2. Create New Content/Files .
3. 
C:\Data\PowerBI-C\Visual ReportsC.pbix .
Practice Exercise 23 My WorkspaceReports(Select a Report)(The menu should open in
Reading/Edit View Reading View)Click Edit ReportClick Reading View.
3.5 File-Save As This is used to Save an existing Report, if changed.
When you leave the page, the system will prompt
you to Save the Report.
3.6 File-Print These are standared Printing features based on the
Web Browser capabilities.

3.7 File-Publish To This will create a link to the Report. The link can be emailed to anyone and they
Web will be able to access it from any Web Browser. The owner can also revoke and
disable a link at any time (see Chapter 7, Section 7, Manage Embed Codes). The
iframe can be used to post the report on a blog to display a full report in the blog
window. This cannot be used with the Gateway product or any report that is
automatically updated.
Practice Exercise 24 To create a link: File MenuPublish To Web 
Create Link


3.8 Manage Embed This allows you to Manage the links created using Publish To Web feature. The
Codes owner can revoke and disable a link at any time.
Practice Exercise 25 Gear Manage Embed CodesSelect link Open Menu Delete.
Embed Codes

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Chapter 3 - Report Workspace

3.9 Embeded in This Embeds a report on a Sharepoint Page.


Online Sharepoint
3.10 File-Export To This Exports a Report to a Microsoft PowerPoint presentation.
PowerPoint
(Preview)
Practice Exercise 26 FileExport To PowerPointSave As
PowerPoint
Export
C:\Data\PowerBI-C\Visual ReportsCPP.pptx

Choose Open

3.11 File-Download This provides the option to Download a Report to a Power BI Desktop file
Report (Preview) format (.Pbix).

Practice Exercise 27 FileDownload Report (Preview)


Download Report

Save As C:\Data\PowerBI-C\Visual ReportsCDOWN.pbix

Test It: Open Power BI Desktop to view the file.


3.12 View These Viewing options can be
used to scale and adjust the
layout of an interface. The
Reading View and Edit
Report layouts provide a
different set of options. When
you choose an option in
Reading View, it is active in
the current screen. Once you switch to a different Dataset
or Report and then return, it will reset to the default
settings.
Practice Exercise 28 Test It: Test out these features by turning the options on/off to display results.
View This will turn On the Selection Pane:
This will turn On the Book Marks Pane
Change contrast from low to high to view the results.

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Chapter 3 - Report Workspace

3.13 Edit Report This will allow you to edit/create Reports and will be covered in Chapter 5
Section 3 in greater detail.

3.14 Explore When the is on, the selected report will display the data
Show Data source under the Visual Report.
Tip: Choose This will return the normal layout.
Practice Exercise 29 My WorkspaceReports(Select Report)Reading View Layout
Explore (Select the top edge of a report)Explore dropdown arrow 
Show Data .

3.15 Explore This will allow you to Drill Down into a report. All other reports on the page will
Drilldown be affected by the record chosen. You must create or select a Visual Report in
order to see this option. When you use a Matrix Visual Report, the icons
will appear in the report header. See below:

Show Next Level - This expands or Shows the Next Level down in a
hierarchal Matrix Report.
Expand Next Level - - This Expands the Next Level to show more detail of a
hierarchal Matrix Report.
Drill Up - This Drills Up to the next level of a hierarchal Matrix Report.
Drill Mode - When this icon is White, it functions similar to the DrillThrough
feature. When a product in the Matrix Report is selected, all charts will reflect
the filtered action.
Drill Mode - When this icon is Dark, it will Drilldown to the next hierarchical
level in a Matrix Report.

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Chapter 3 - Report Workspace

Practice Exercise 30 Create a hierarchal Matrix Report:


Drill Down 1. Click on a blank area of the work area to unselect all Visual Reports.
2. Click on the Matrix Icon to add the template.
3. Drag the following fields to the Row bucket:
4. Select a product in the Matrix Report.
5. Click the drill-down method:
Show Next Level
Expand Next Level
Drill Up
Drill Mode

Click Drill-down Click Drill-Down.


Test It: Test all the Drill-Down techniques using the Matrix example.
3.16 Explore This feature can be applied to each invividual chart. (Select a specific Visual
Drill Through Report)Turn DrillThrough On or OffClick a specific bar in the Visual
Report.

When the DrillThrough feature is On, it will not filter the


selected item.
Tip: When DrillThrough is On, it
automatically turns off See Records.

Click to filter.
When the DrillThrough feature is Off, you can select a bar
in a chart and all charts will reflect the filtered action.
Tip: Another Drilldown feature is to click on a pie and
DrillThrough to another page. This feature can only be
developed in Power BI Desktop.
Practice Exercise 31 1. Create a Pie Chart in the Reports Edit Mode
Drill Through using and .
Off 2. The following are the characteristics when
DrillThrough is turned Off: My Workspace
Reports(Select the top edge of Pie Chart)
Reading ViewExplore dropdown
DrillThrough Off .
Test It: Click once on a color in the Pie Chart.
Practice Exercise 32 The following are the characteristics when DrillThrough is turned On.
Drill Through My Workspace Reports(Select the top edge of the Pie Chart)
On Reading ViewExplore dropdown  DrillThrough On
 Click once on a color in the pie.
Test It: It does not work if DrillThrough is On.

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Chapter 3 - Report Workspace

3.17 Explore
See Record When See Records is turned on, it will display
a detailed datasheet of the records.

Tip: When See Records is On it automatically turns off DrillThrough.


3.18 Refresh If you are connected to an external data source through a Gateway, it will Refresh
and Get New Data.
Tip: You must upgrade to Power BI Pro Version to activate the Gateway feature
if you want to maintain a connection to your data source through the Gateway.
3.19 Pin Live Page This will Pin all the Reports
displayed on the active page
to an existing Dashboard or
a new Dashboard. If you
have no reports displayed,
you can create one in the
Edit Report View.

Tip: When you use Pin Live Page, the Phone View
layout will place all reports into a single Report.

3.20 Reset To This Resets or clears out the filters, Slicers, and other data view changes you have
Default applied. If you press File ButtonSave As, the active changes will be the default
and a Reset To Default will revert to the previous saved changes.
3.21 View Related This will display how the
Datasets, Reports, and Related Datasets
Dashboards are related.
The View Related feature is
available in Datasets, Reports,
and Dashboards.
Practice Exercise 33 My Workspace Reports
View Related (select Report)
View Related.
3.22 Favorite You can identify specific Reports or Dashboards for quick access.

Practice Exercise 34 Open the desired Report or DashboardClick Icon located on


Favorite
the top of the Report or Dashboard. After clicked the Favorite Icon
changes to .

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Chapter 3 - Report Workspace

3.23 Subscribe Power BI will send screenshots of a Report or Dashboard page directly to your
inbox whenever the data changes. Refer to Chapter 7, Section 6 for details
concerning the Subscribe concept.
3.24 Share This provides a link to the Report which will appear in the recipients
folder located on the left side of the screen.
Requires Power BI
Refer to Chapter 4, Section 1 for details concerning the Shared concept.
Web Pro Version
Practice Exercise 35 To Share your Report: My WorkspaceReports
Share (Select the desired Report) Share Enter the Email Address.
3.25 Generate QR This will allow you to generate a scannable code in order to
Code display a Report from your mobile device.
Tip: This option is located on the More Options.

Practice Exercise 36 My WorkspaceReports(Select the desired Report) More Options


Generate QR (located in the top menu to the right side)Generate QR Code.
Code

3.26 Analyze In This will export the data source from Power BI Web Service to Excel for further
Excel analysis, as well as maintain the connection to Power BI Web Service.
Tip: This option is located on the More Options. Refer to
Chapter 2, Section 1 for details concerning the Analyze In Excel concept.
Practice Exercise 37 My WorkspaceReports(Select a Report)In the menu on top left choose
Analyze In Excel More OptionsAnalyze In Excel.

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Chapter 3 - Report Workspace

3.27 Filters DrillThrough Filters are created in Power BI


Desktop and the Filter feature is available on the
left side of the Reports.
Tip: Filters are not available in Dashboards.
Practice Exercise 38 1. Get Data (located in the lower left corner of the
Filters screen) Create New Content/Files 
Local Files DrillThrough.pbix .
2. On Page 1: Right-Click on the country
GermanyDrillThroughPage 2.

3. Review the Filters pane located on the right side


of the screen.
Tip: You can interact with any Report, Page and Visual Filters that already exist
in the report, but you won't be able to save your filter changes. The Reading View
is also available to those who you have Shared with. If your report was applied to
an App, this screen will be available to those who are using the App.

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Chapter 4 - Dashboard Workspace
This is the layout of different types of Visual Reports arranged together to provide a message for your
readers. When you click on a specific Visual Report located in the Dashboard, it will navigate and open
that specific Report. The following will show how Datasets, Reports, and Dashboards are connected:

Dataset Visual Reports Dashboards


Visual Reports1 Dashboard1
Dataset1 Visual Reports2
Dataset2 Visual Reports3 Dashboard2
Click on the View Related button to see how a specific Dashboard is linked.
One Dataset can be linked to multiple Visual Reports.
One Visual Report can be linked to multiple Dashboards.
One Visual Report cannot be linked to multiple Datasets (only one Dataset).
One Dashboard could contain multiple Visual Reports from different Datasets.

Chapter Table of Contents


Section 1 - Dashboard Open Menu (Menu Next To Dashboard Name)
Section 2 - Dashboard Options (Menu On Top)
Section 3 - Dashboard (More Options On Top Of Report)
Section 4 - Question & Answer
Section 1 - Dashboard Open Menu (Menu Next To Dashboard Name)
The Open Menu is located next to the name of the Dashboard and
is also referred to as an Ellipse Menu. Select the Dashboard name
and then click on the Open Menu located next to the name.
The following is a summary of the Open Menu:
Open - This Opens the Dashboard.
Share - This Shares the Dashboard with someone else.
Rename - This Renames the Dataset.
Remove - This deletes the selected Dashboard.
Settings - This opens the Dashboard Settings options.

Concept Explanation / Command String in italic.


Practice Exercise 39 If Visual ReportC.pbix is currently open, skip this step:
Publish From
Power BI 1. (located in the lower left corner).
Web Service 2. Create New Content/Files .
3. 
C:\Data\PowerBI-C\Visual ReportsC.pbix .
4.1 Status The Status can be viewed on the top of
the Open Menu. It displays the
Dashboard name and the owner.

4.2 Open This Opens the selected Dashboard.


Tip: Double click on the desired Dashboard to open it.

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Chapter 4 - Dashboard Workspace

4.3 Share This will share the Dashboard with someone else if you provide their login/email
address. It will appear in the recipients folder located on
the left side of the interface.
Requires Power BI
It also provides a link to the Dashboard.
Web Pro Version
This will allow the recipients to Share Share Tab.
your Dashboard with others.

This will send an email to the person with Enter Email.


whom you are Sharing.
Tip: You cannot provide edit privleges and you
must Share each Dashboard individually.
Tip: Another technique is Publish To Web
which can be found in Chapter 3, Section 2.
This will create a hyperlink to view your
Report and you can send the link to anyone.
Tip: If you Share the Dashboard and unshare
the Report, you may get errors.
Practice Exercise 40 To Share your Dashboard: My WorkspaceDashboards
Share (Select the desired Dashboard) Open Menu Share Enter the Email
Address:
4.4 Share Access This is used to view the Shared email accounts entered: Press the Access Tab.
Rights Owner - As the owner of the
Access Tab
content, you can turn off
Sharing, or revoke
Sharing on an individual basis.
Read - This will allow the recipient
to see your Dashboard.
Read and Reshare - This will
allow the recipient to see and
they will be able to Share your
Dashboard with others.

4.5 Share To Remove Access: Select the Report/Dashboard name Open Menu
Remove Access ShareAccess TabNext to Access Rights Open MenuRemove Access.
4.6 Rename This Renames the selected Dashboard.
Practice Exercise 41 My Workspace Dashboards(Select the desired Dashboard) Open
Rename MenuRename.
4.7 Remove This deletes the selected Dashboard.
Practice Exercise 42 My WorkspaceDashboards(Select the desired Dashboard)
Remove Open MenuRemove.

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Chapter 4 - Dashboard Workspace

Section 2 - Dashboard Options (Menu On Top)

When you select the desired Dashboard, a menu will appear on the top above the chart
area. The Tile in this section is another name for a Visual Report that is displayed in a
Dashboard. This section will review the options available located on the top bar (see
above).

More Options - Located on the right side of the interface.

Concept Explanation / Command String in italic.


Practice Exercise 43 If Visual ReportC.pbix is currently open, skip this step:
Publish From
Power BI 1. (located in the lower left corner).
Web Service 2. Create New Content/Files .
3. 
C:\Data\PowerBI-C\Visual ReportsC.pbix .
4.8 Add Tile This adds Embeded code on a web site
Web Content to display the Dashboard, a hyperlink to 1
Embeded any website, as well as a hyperlink to a 2
Dashboard or Report.
+ Add Title Web ContentNext. 3
Details
1. Display Title and Subtitle
2. Title - This will appear on top of the
Report. 4
3. Subtitle -This appears under the Title.
Content - This is what the tile will do.
4. Embed Code - Cut n Paste the code
here. See next Practice Exercise.
4.9 Add Tile Functionality 5
Web Content 5. Set Custom Link - Adds a link.
Custom Link Link Type
6. External link - When you click 6
the Tile, you will go to the specified 7
website.
7. Link to a dashboard or report 8
in the current workspace.
When you click the Tile, you will go
to the Report or Dashboard specified.
Test It: Select More Options
 .
8. URL - Enter Full URL path http://www.purple.com. Restore Defaults
Test It: Select More Options Technical Details
9. Open Custom link in the same tab? No Yes This will display a
summary of the Tile.

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Chapter 4 - Dashboard Workspace

Practice Exercise 44 Enter the above information in a new Web Content:


Embedder 1. My WorkspaceDashboards Select Visual ReportC.pbix +Add Title
Web Content Web ContentNext.
2. Embed code: (Enter the information below)Apply.
<iframe width="560" height="315"
src="https://www.youtube.com/embed/videoseries?list=PLWTVLQBwFd1Ci4Nj
9xYKmXygb_xXNAogA" frameborder="0" allow="auto play; encrypted-
media" allowfullscreen></iframe>
Test It: Review the embeded video on the Dashboard.
Tip: To Edit the Report: Click on the More Options .

Tip: To find Embeded code on youtube, open the video you have uploaded:
ShareEmbedCut N Paste the code(See Below).
This screen appears in youtube.com when you choose the ShareEmbeded.

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Chapter 4 - Dashboard Workspace

4.10 Add Title This will add a Title to your Dashboard.


Image URL 1. My WorkspaceDashboards Select 1
Visual ReportC.pbix +Add Title 2
Image Next.
Details 3
1. Display Title and Subtitle
2. Title - This appears on top of the Report.
3. Subtitle - This appears under the Title. 4
Content
4. URL (Required) - Enter the full URL path.
http://www.purple.com.

4.11 Add Title Functionality


Image 5. Set Custom Link - This adds a link. 5
Custom Link Link Type 6
6. External link - When you click the Tile you will 7
go to the specified website.
8
7. Link to a dashboard or report in
the current workspace - When you click the
9
Tile you will go to the specified Report or Dashboard.
8. URL - Enter the full URL path
http://www.purple.com.
9. Open Custom Link in the tab?
No
Yes
Practice Exercise 45 1. My WorkspaceDashboards Select The results will display the
Add Title Visual ReportC.pbix+Add Title image.
ImageNext.
2. Display Title and Subtitle
3. Title: Image
4. URL:
http://www.elearnlogic.com/images/47web.jpg
5. Apply.
4.12 Add Title This will add a Text Box to your Dashboard. 1
Text Box 1. My WorkspaceDashboards Select
Visual ReportC.pbix+Add Title 2
Text BoxNext.
Details 3
1. Display Title and Subtitle
2. Title - This appears on top of the Report.
3. Subtitle - This appears under the Title. 4
Content
4. Fill in the details - This formats the Content. 5
5. - Enter text desired.
Functionality
Refer to the procedures above.

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Chapter 4 - Dashboard Workspace

Practice Exercise 46 Enter the above information in a new Text Box:


Text Box 1. My WorkspaceDashboards(Select Visual ReportC.pbix) +Add Title
Text BoxNext.
2. (Enter the above information)Apply.
Test It: Click on the Text Box to test the link.
Edit: Click on the More Options .

4.13 Add Title This will add a Video to your Dashboard.


Video 1. My WorkspaceDashboards Select 1
Visual ReportC.pbix+Add Title 2
VideoNext.
Details 3
1. Display Title and Subtitle
2. Title - This appears on top of the Report.
3. Subtitle - This appears under the Title. 4
Content
4. Video URL (Required) - Enter full URL path.
Functionality
Refer to the procedures above.

Practice Exercise 47 https://www.youtube.com/watch?v=5Gt_JqcdnV8&list=PLWTVLQBwFd1Ci4Nj


Video 9xYKmXygb_xXNAogA

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Chapter 4 - Dashboard Workspace

4.14 Usage Metrics This provides useful information concerning Dashboard usage.

4.15 View Related This will View how the Datasets,


Reports, and Dashboards are Related.
View Related is available in the
Dataset, Reports and Dashboard
menus.
- Analyze In Excel
- Settings More Options
- Refresh Now
- Schedule Refresh
- Create Report
- Get Quick Insights
4.16 Set As When you define one of your Dashboards as featured, it will open when you start
Featured Power BI Web Service for the first time.

Practice Exercise 48
Open a DashboardClick in the upper right corner of the
Set As Featured
DashboardThe following will appear:

Test It: Select a different Report or DashboardClick the


button in the upper left corner.
4.17 Favorite You can identify specific Dashboards for quick access.
Practice Exercise 49
To set Favorites: Select a specific DashboardClick
Favorites
To turn off Favorites: Click
4.18 Subscribe Power BI will send screenshots of a Report or Dashboard page directly to your
inbox whenever the data changes. Refer to Chapter 7, Section 6 for more Details.
This requires Power BI Web Pro Version.
4.19 Share This provides a link to the Dashboard and it will appear in the recipient’s
folder located on the left side of the interface.
Refer to Chapter 4, Section 1 for details concerning the Share concept.

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Chapter 4 - Dashboard Workspace

4.20 Web View This will change to a Web Layout View when someone links
to your Report or Dashboard.

4.21 Phone View This will change to a Phone Layout View when someone
links to your Report or Dashboard.

Practice Exercise 50 This change the order of the displayed Reports.


Phone View My WorkspaceDashboards(Select a
Dashboard)Phone View/Web View.

4.22 Dashboard This applies a common color scheme to your Dashboards.


Theme My WorkspaceDashboards(Select a Dashboard) More Options
located on the far-right side of the menuDashboard Theme.

4.23 Duplicate This will Duplicate the opened Dashboard.


Dashboard My WorkspaceDashboards(Select a Dashboard) More Options
located on the far-right side of the menuDuplicate Dashboard.

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Chapter 4 - Dashboard Workspace

4.24 Print This will Print a Dashboard based on the Web


Dashboard Browsers Printing capability.

My WorkspaceDashboards(Select a
Dashboard) More Options located on the
far-right side of the menuPrint Dashboard.

4.25 Refresh If you are connected to an external data source through a Gateway, it will Refresh
Dashboard and Get New Data. My WorkspaceDashboards(Select a Dashboard)
Tiles More Options located on the far-right side of the menuRefresh Dashboard
Tiles.

4.26 Performance This will check your Dashboard for Performance and Inspector related issues.
Inspector My WorkspaceDashboards(Select a Dashboard) More Options
located on the far-right side of the menuPerformance Inspector.

4.27 Settings This provides options to change the behavior of Power BI Web Service.

Section 3 - Dashboard (More Options On Top Of Visual Report)


This is More Options located on the top of Visual Reports. It is sometimes referred to as the
Ellipse Menu. To locate this More Options, select a Report in the Dashboard and choose the
More Options located in the upper right corner of the Report.
More Options

This is a brief summary of the More Options:


Go To Report - This will open the selected Visual Report.
Open In Focus Mode - This will maximize the Visual Report.
Export To Excel - This Exports the selected data To Excel.
Edit Details - This will open Edit Report mode.
View Insights - This generates several charts that provide another
way to view the data.
Pin Tile - This Pins the selected Visual Report to another
Dashboard.
Delete Tile - This Deletes the selected Visual Report.

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Chapter 4 - Dashboard Workspace

Concept Explanation / Command String in italic.


4.28 Go To Report This will open the selected Visual Report.
4.29 Open In Focus This will maximize the Dataset, Visual Report, or
Mode Dashboard. The Filter feature is available to make adjustments.
To return back to the Dashboard, click on the button.
Get Insights
See View Insights below.
- This will Pin the
selected Report to an existing
Dashboard or a new Dashboard.
4.30 Export To This Exports the data of the selected report To Excel. The
Excel file is then stored in a Comma Delimited file format .CSV.
Practice Exercise 51 1. Select Report in the Dashboard More Options 
Export To Excel
 C:\Data\PowerBI-C\ExcelExport.csv.
2. In Excel: File Tab OpenBrowse File Type: All Files *.*
C:\Data\PowerBI-C\ExcelExport.csv Delimited Next
Comma Finish.
4.31 Edit Details When you add a tile, you can Edit it.
Select a specific Dashboard
More Options .
Details
Display Title and Subtitle
Functionality
Display Last Refresh Time
Set Custom Link
Link Type
External Link - Enter a hyperlink
such as http://www.purple.com.
Link to a Dashboard or Report in
the current workspace -
Choose the Report or Dashboard:

Restore Defaults
Technical Defaults - See below

Tip: A Tile can be added in the


Dashboard by pressing the
button.

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Chapter 4 - Dashboard Workspace

4.32 View Insights This generates several charts that provide another way to view
the data. Refer to Chapter 2, Section 1 for details concerning the Quick Insights
concept.
4.33 Pin Tile This Pins the selected Visual
Report to a new or existing Dashboard.

4.34 Delete Tile


This Deletes the selected Dashboard.
Section 4 - Question & Answer

Tip: Q&A Settings will turn the feature on.


4.35 Activate Q&A Refer to Chapter 7, Section 2 Dashboard Settings for more information
concerning activating the Q&A Settings concept.
4.36 Q&A
This will allow you to ask a Question
when displaying a Dashboard. The result will be displayed as a new Visual
Report containing the information requested. Questions can be keywords or
sentences that look for answers in the Dataset connected to the Dashboard. As
soon as you start to type your question, Q&A takes you to the Q&A page as
shown below. When you display a Dashboard, you will see at the top the words
“Ask a question.”
Start typing here. The screen will switch.

The names of tables and columns in the Dataset are very important for Q&A an
order for effective response. For example, if you have a table named
“CustomerAddress” that contains a list of your customer addresses, you would
need to make a request such as “List the customer addresses in New York”
rather than “List the customers in New York”. Here are a few examples:
"What were total sales last month?", "Show total revenue”,
"Total profit by month", "Sort products by units sold", "Which account has
the highest opportunity”, or “show sales by month as a bar chart",
"Which salesperson had the lowest sales in California in 2010."
Tip: There are several related features associated with Q&A such as Features
Q&A and Q&A Enhancement.

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Chapter 4 - Dashboard Workspace

4.37 Featured This will list suggested phrases and keywords that will appear under the Q&A
Q&A screen: GearSettingsDatasets Featured Q&A.
Refer to Chapter 7, Section 3 for more details concerning Featured Q&A.
4.38 Q&A This will define new ways to generate a Q&A:
Enhancement Visual Report: My WorkspaceDatasets(Select a Dataset)Select the blank
work area FormatPage InformationQ&A.
4.39 Q&A Wording The list of keywords used is not exhaustive. The best way to see if Power BI
recognizes a keyword, is to try it out by typing it in the question box. If the word
or term is greyed out, then Power BI does not recognize it, or doesn’t recognize it
in the current context.
The list below uses present tense, but all tenses are recognized in most cases. For
example, “is” includes are, was, were, will be, have, has, had, will have, has got,
do, does, did. The word “sort” includes sorted and sorting. Also, Power BI
recognizes singular and plural versions of a word. For example, Power BI
recognizes “year” and “years.” The following types of words can be included in
phrases and sentences:
Aggregates - total, sum, amount, number, quantity, count, average, most, least,
fewest, largest, smallest, highest, biggest, maximum, max, greatest, lowest,
littlest, minimum, min.
Articles - a, an, the.
Blank and Boolean - blank, empty, null, prefixed with “non” or “non-“, empty
string, empty text, true, t, false, f.
Comparisons - vs, versus, compared to, compared with.
Conjunctions - and, or, each of, with, versus, &, and, but, nor, along with, in
addition to.
Contractions - Q&A recognizes almost all contractions. Here are a few examples:
didn’t, haven’t, he’d, he’s, isn’t, it’s, she’ll, they’d, weren’t, where’ll, who’s,
won’t, wouldn’t.
Dates - Power BI recognizes most date terms (day, week, month, year, quarter,
decade, etc…) and dates written in many different formats (see below). Power
BI also recognizes the following keywords: MonthName, Days 1-31, decade.
Examples: January 3rd of 1995, January 3rd 1995, Jan 03 1995, 3 Jan 1995, the
3rd of January, January 1995, 1995 January, 1995-01, 01/1995, names of
months.
Relative Dates - today, right now, current time, yesterday, tomorrow, the current,
next, the coming, last, previous, ago, before now, sooner than, after, later than,
from, at, on, from now, after now, in the future, past, last, previous, within, in,
over, N days ago, N days from now, next, once, twice. Example: count of orders
in the past 6 days.
Equality (Range) - in, equal to, =, after, is more than, in, between, before.
Examples: Order year is before 2012? Price equals between 10 and 20? Is the age
of John greater than 40? Total sales in 200-300?
Equality (Value) - is, equal, equal to, in, of, for, within, is in, is on. Examples:
Which products are green? Order date equals 2012. Is the age of John 40? Total
sales that is not equal to 200? Order date of 1/1/2016. 10 in price? Green for
color? 10 in price?
Names - If a column in the dataset contains the phrase "name" (e.g.,
EmployeeName), Q&A understands that the values in that column are names.
You can then ask questions such as "which employees are named Robert?"

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Chapter 4 - Dashboard Workspace

Pronouns - he, him, himself, his, she, herself, her, hers, it, itself, its, they, their,
them, themselves, theirs, this, these, that, those.
Query Commands - sorted, sort by, direction, group, group by, by, show, list,
display, give me, name, just, only, arrange, rank, compare, to, with, against,
alphabetically, ascending, descending, order.
Range - greater, more, larger, above, over, >, less, smaller, fewer, below, under, <,
at least, no less than, >=, at most, no more than, <=, in, between, in the range of,
from, later, earlier, sooner, after, on, at, later than, after, since, starting with,
starting from, ending with.
Times - am, pm, o'clock, noon, midnight, hour, minute, second, hh:mm:ss.
Examples: 10 pm, 10:35 pm, 10:35:15 pm, 10 o’clock, noon, midnight, hour,
minute, second.
Visual Types - A Visual Types are native to Power BI. If it's an option in the
Visualizations Pane, then you can include it in your question. The exception to
this is Custom Visuals that you've manually added to the Visualization Pane.
Example: Show districts by month and sales total as a bar chart.

Tip: This Keyword information was obtained off the Microsoft help.

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Chapter 5 - Edit Report
This is an important feature of Power BI. It allows you to build multiple small Visual Reports similar to
Power BI Desktop. It is preferred that you create your individual Reports in Power BI Desktop, but the
capability can be performed here, as well.
Chapter Table of Contents
Section 1 - Edit Report Overview/Interface
Section 2 - Reports More Options (On Top Of Visual Report)
Section 3 - Reports Edit Report (Menu On Top)
Section 4 - Create Visual Reports, Filtering and Formatting
Section 1 - Edit Report Overview/Interface
This section will review the general features of creating and Editing Reports.
Concept Explanation / Command String in italic.
Practice Exercise 52 In Power BI Web Service:
Publish From
Power BI 1. (located in the lower left corner)
Web Service 2. Create New Content/Files .
3. 
C:\Data\PowerBI-C\Visual ReportsC.pbix .
4. The file will be located in Power BI Web Services:
My WorkspaceReportsVisual ReportsC.

5.1 Visual Report These are terms defining individual Reports that are generated. This includes
Terms Charts, Locations/Maps, Text Tiles, etc. The Visual Reports are used in
combination to create a Dashboard. Visuals are also called Visualizations,
Reports, Visual Reports, or Tiles. The following are several Visual Reports that
define a Dashboard:

5.2 Bucket A Bucket is located in the Visual Report pane. A dashed


line appears around the Bucket if a field can be dropped.
When creating a Visual Report, it is more accurate to drop
in the Bucket rather than dropping it in a blank work area.
5.3 Well This is located in the Visual Report pane and contains
several Buckets.
One box is a Bucket, but the entire
. area is a Well.

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Chapter 5 - Edit Report

Student Project B 1. Drag n Drop Field To The Work Area:


Ways To Select the desired field on the right and drop it in the blank work area.
Create A Report

2. Select A Chart Type - This will create a dataless report type (such as a chart).
Once created, you can drag the proper field to the dataless report.
2a. Click on the blank work area to make sure nothing is selected.
2b. Click the “Stacked Column Chart.”
2c. Drag the field to the chart placeholder.

3. Select Field Check Box - Select the checkbox in front of the field name and it
will use the default chart to represent that particular data field.
3a. Click in the blank work area to make sure nothing is selected.
3b. Click on the field located on the right side of the interface.

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Chapter 5 - Edit Report

4. Drag n Drop A Field To The Bucket. Tip: This is the most accurate method.
The Values Bucket is located next to the field list under the charts. Notice the
Values Bucket displays a dashed line indicating it is a valid drop bucket.
If there is no dashed line, then you will not be able to drop the field.
4a. Drag the field to the Values bucket.

Tip: You may need to select the Stacked Column Chart icon.
5.4 Delete Report Select the Report and press the Delete Key.
5.5 Report Report Handles are located in the corners and middle of the Report Visual.
Handles They can be used to scale the Visual Report larger or smaller.
5.6 ToolTip When you create a chart and hover the mouse over
the different chart areas, you will see a ToolTip
describing the details of the area selected.
5.7 Value When you place a numeric field in the Values Bucket, the
Calculation system will determine a default Calculation Value. You can
change the Calculation Value by choosing the drop-down
arrow of the numeric item located in the Bucket Area.

Tip: To determine if a field is Numeric, look for in the fields list.


Section 2 - Reports More Options (On Top Of Visual Report)
The More Options are located in the upper right corner of the
Visual Report. The following is a summary of the More Options.
Pin - Pins the Visual Report to a Dashboard.
More Options
Focus Mode - This maximizes the screen.
Export Data - This Exports the Dataset to a .csv file format.
Show Data - This Shows the Dataset and the Visual Report.
Spotlight - This highlights the Visual Report.
Sort - This Sorts the Visual Report.
Concept Explanation / Command String in italic.
5.8 Pin This will Pin the selected Report to an
existing Dashboard or a new Dashboard.

5.9 Focus Mode This will maximize the Visual Report. The Filter Feature is available to make
adjustments.

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Chapter 5 - Edit Report

Practice Exercise 53 1. Select the Focus Mode located on the top of a specific Report.
Focus Mode
2. To minimize the Visual Report, click on the button.
5.10 Export Data This Exports the data of the selected report To Excel. The file is then stored in a
Common Delimited file format .CSV.
Practice Exercise 54 1. Select the Visual Report in the work area  More Options
Export Data
  C:\Data\PowerBI-C\ExportData.csv.
2. In Excel: File Tab OpenBrowse File Type: All Files *.*
C:\Data\PowerBI-C\ExportData.csv Delimited Next
Comma Finish.
5.11 Show Data This will view the Visual Report in Focus Mode and display
the related data in a table.
Tip: Choose to return the normal layout.
Practice Exercise 55 1. Select the Visual Report in the work area
Show Data More Options Show Data .

5.12 Spotlight This will highlight the selected report and turn the other reports to ghost mode or
“demmed out.”

5.13 Sort The Sort feature is located in More Options in the


upper right corner of the Visual Report. It will sort not
only Tables or a Matrix List, but will also change the
order of a Bar Chart
Practice Exercise 56 1. Open Chart Report More Options
More Options:
Sort Sort Ascending/Sort Decending.
2. Open Chart Report More OptionsSort
Gross Sales (or any numeric field in the chart).

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Chapter 5 - Edit Report

Section 3 - Reports Edit Report (Menu On Top)

When you select a desired Dataset and choose Edit Report, the menu will appear on the top of the
screen. You will be able to Edit existing reports as well as create new reports. This Edit Report screen
has similar capabilities as Power BI Desktop.

The following is the Dataset/Edit Report menu. It contains the same features of the Reports/Edit Report
menu except Pin Live Page.

You can switch between Edit Report and Reading View. However, Edit Report will allow you to
create/edit Reports. Reading View is your way to explore and interact with the report. When you click
Edit Report, the screen will change to the Reading View:
When you click on Reading View, the screen will change to Edit Report:
.

Concept Explanation / Command String in italic.


5.14 File - Save When you create a new Report, you will need to Save
it. If you leave the page, the system will prompt
you to save the Report.
5.15 File - Save As If you modify an existing Report, you may need to
Save the file as a new name. A new Visual Report
must be Saved when modified or created.
5.16 File - Print These are standard Printing features based on the
Web Browser capabilities.
5.17 File - Publish Publish To Web - This will create a link to the
Report. Refer to Chapter 3, Section 2 for more
To Web details concerning Publish To Web concept
5.18 Export To This Exports the Report to a Powerpoint file.
PowerPoint
5.19 File - This provides the option to Download a Report to a
Download Report Power BI Desktop file format (.pbix).
(Preview)

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Chapter 5 - Edit Report

5.20 View These viewing options can be


(Edit Report View) used to scale and adjust the layout
of the Chart Area. The Reading
View and Edit Report layouts High Contrast Colors
provide a different set of options.
When you choose an option in the
Edit Report View, it remains
active for all Datasets and
Reports until changed.

5.21 Ask A This will allow you to Ask A Question in order to get a new report containing
Question information requested. Refer to Chapter 4, Section 4 concerning Ask A Question
concept.
5.22 Explore This will allow you to DrillDown into the Report. It
is important to note that all other Reports will be
affected by the record chosen.
(Edit Report View)
This feature works the same in Edit Report or
Reading View. Refer to Chapter 3, Section 2 for
more details concerning the Explore concept.

5.23 TextBox This can be used to display a title or label as a Report to be applied in the
Dashboard layout. When you select the TextBox, the following Format toolbar
(Edit Report View) popup will appear.

Practice Exercise 57 My WorkspaceReports(Select desired Report)


Textbox Edit Report (menu on top) Text Box.

Format Tools Available.


Hyperlink Icon.

Tip: The icon will allow you to add a hyperlink to the Text Box.

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Chapter 5 - Edit Report

5.24 Shapes Shapes can be added to point to or identify specific Visual


Reports. The Rectangle tool can be used to relate two or more
(Edit Report View) Visual Reports. Tip: Format the background of a rectangle to
100% transparency in order to see through the Reports inside
the rectangle.
Tip: You can use the arrow to point to a specific record.
Practice Exercise 58 My WorkspaceReports(Select desired Report)
Shapes Edit Report (menu on top) Shapes.

Practice Exercise 59 1. Identify two Visual Reports.


Rectangle 2. Add a rectangle: My WorkspaceReports(Select the
desired Report) Click the Edit Report
Button ShapesRectangle.
3. Change the Format Fill Transparency to 100%.
4. Adjust the Rectangle around the two Visual
Reports.
5. It will look similar to the following:

Rectangle
Border

5.25 Buttons These Button objects can be used to help navigate between
pages.

(Edit Report View)

Practice Exercise 60 1. Create page 2 by pressing the located on the bottom


Buttons of the screen.
2. Add the Back button to page 2: Buttons dropdown
 Choose the button
Place it on the white work area.

Test It: Ctrl Press the button.

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Chapter 5 - Edit Report

5.26 Visual In order to see the Interaction icons


Interaction
, you must turn on
Edit Interactions.
(Edit Report View)
Then, select a Visual Report and the following symbols will appear
on the top of the other reports on the page. In order to test the features below,
select the tall bar in the bar chart on the left and change by selecting the Filter or
Highlight chart on the right.
Tip: This is sometimes called Visual Hierarchy.
Practice Exercise 61 Test the Interactions between charts:
Edit 1. Turn on Edit Interactions.
Interactions 2. Display the two charts side by side.
3. Select the tall bar on the first chart.
4. Select one of the 3 icons on the second
chart.
5.27 Edit Selected Filter
Interactions
Filter
When the Filter icon is selected , it will
adjust the chart or Filter the Visual
Report to display all the results of the
selected bar.
Unselected Filter
When the Filter icon is unselected , it
will not result in any change in the Pie
chart. To unselect, click either
Highlight or None.
5.28 Edit Selected Highlight - When the
Interactions
Highlight Filter icon is selected , it means the
selected Visual Report will Highlight
the related record and all other records
will be dimmed out.

Unselected Highlight - This means


the other Visual Reports will not be
Highlighted. To unselect, click either
Filter or None.

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Chapter 5 - Edit Report

5.29 Edit
Clear - This will remove all Filters
Interactions
and Highlights from the Visual Reports.
None

5.30 Refresh If you are connected to an external data source through a Gateway, it will Refresh
(Edit Report View) and Get New Data.
5.31 Duplicate This This will Duplicate the active page.
Page
5.32 Save This This will save the active page.
Page
5.33 Generate QR This will allow you to generate a scannable code to display the report
Code from your mobile device. Refer to Chapter 3, Section 2 concerning
Generate QR Code.
5.34 Analyze In This will export the data source from Power BI Web Service to Excel for further
Excel analysis, as well as maintain the connection to Power BI Web Service. Refer to
Chapter 2, Section 1 for details concerning the Analyze In Excel concept.

Section 4 - Create Visual Reports, Filtering and Formatting


This capability is covered in great detail in the Power BI Desktop workbook.
If you do not have the Power BI Desktop document, we will provide documents upon request.

Page 46
Chapter 6 - Workbooks
This will allow you to Upload and display an Excel Workbook into Power BI Web Service. If you want
to create Visual Report Charts, use the Import feature. It is important to understand the difference
between Upload and Import:
Get Data/Upload - The Upload feature will allow you to display the Excel Workbook/Worksheets in
Power BI Web Service. You cannot create Visual Report Charts but can create a Visual Report
Table from the Uploaded information. Tip: At the time of this publication, the maximum file size of
the Excel Workbook was 1 GB.
Get Data/Import - This will allow you to Import an Excel Workbook to a new Dataset. However, the
Worksheets must be defined as a Table not a normal range. You can then create Visual Report
Charts similar to other Datasets.
Chapter Table of Contents
Section 1 - Upload Excel Workbook
Section 2 - Workbook Open Menu (Menu Next To Workbook Name)
Section 3 - Workbook Options (Menu On Top)
Section 1 - Upload Excel Workbook
In this chapter, we will focus on the Upload command placing an Excel Workbook in
My Workspace/Workbooks folder.

Concept Explanation / Command String in italic.


6.1 Upload Excel In order to use the Power BI Workbooks feature, run the
Data Range Get Data/Upload command in order to Get the Excel Workbook. If the
information changes in the Excel Workbook you can rerun the Get Data/Upload
command in order to update the information in Power BI Web Service. After you
do a Get Data/Upload, the Workbook name will appear in the
My Workspace/Workbooks folder.
Practice Exercise 62 In Power BI Web Service:
Upload
1. (located in the lower left corner)
2. Create New Content/Files .
3. C:\Data\PowerBI-C\FilterRange.xlsx.

4. .
The file will be Uploaded to:
6.2 Upload Excel If your Excel Worksheet is defined as a Table, the Upload feature will operate
Table the same as Excel Data Range. In order to Upload the Excel Table to Power BI,
you will need to use the Upload feature. If the Excel Worksheets changed
(located in the external stored location), you can rerun the Get Data/Upload
command again in order to update the information in Power BI Web Service.
After you do a Get Data/Upload, the Workbook name will appear in the
My Workspace/Workbooks folder.

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Chapter 6 - Workbooks

Practice Exercise 63 1. In Excel: File TabOpen


Upload C:\Data\PowerBI-C\FilterTable.xlsx.
Click in the data areaInsert Ribbon Tab
Tables  Ok.
In Power BI Web Service:
2. (located in the lower left corner)

3. Create New Content/Files .


4. C:\Data\PowerBI-C\FilterTable.xlsx.

5. .
The file will be Uploaded to:
6.3 Import Excel Refer to Chapter 1, Section 1 for information concerning Importing an Excel
Workbook Workbook to Power BI Web Service.
6.4 Worksheet It is important that your Worksheets are set up properly in order to Upload. Make
Preparation sure your Excel data has headers, the information in the column is the same
datatype, there are not blank rows or columns in the middle of the data, and that
there is a single table per Worksheet.
6.5 Excel Table Sometimes Power BI Web requires the Excel file you are Importing to be a
Table. To create a Table in Excel: Select the Range of DataInsert Ribbon
TabTableOK.
Section 2 - Workbook Open Menu (Menu Next To Workbook Name)
The Open Menu is located next to the name of the workbook and is also referred to as the
Ellipse Menu. Select the Workbook name and click the Open Menu located next to the
Workbook Name.
The following is a summary of the Open Menu:
View - Views the Workbook.
Rename - Renames the Workbook.
Replace File - Replaces the File.
Refresh Now - Refreshes the displayed Worksheet.
Remove - Deletes the selected Workbook.

Concept Explanation / Command String in italic.


Practice Exercise 64 In Power BI Web Service:
Upload
1. (located in the lower left corner)

2. Create New Content/Files .


3. C:\Data\PowerBI-C\FilterRange.xlsx.
4. .
The file will be Uploaded to:

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Chapter 6 - Workbooks

6.5 Status The status can be viewed on the top of the


Open Menu.

Practice Exercise 65 My WorkspaceWorkbooks(Select the desired Workbook) Open Menu.


6.6 View
This opens the Workbook to View it.
6.7 Rename
This Renames the selected Workbook.
Practice Exercise 66 My WorkspaceWorkbooks(Select the desired Workbook) Open
Rename Menu Rename.
6.8 Replace File
This will replace the current uploaded file with a new one. The
file name can be the same, or a different name.
Practice Exercise 67 My WorkspaceWorkbooks(Select the desired Workbook)
Replace File
Open MenuReplace File(Select desired file)Open 

6.9 Refresh Now This will extract new changed data from the original data
source. This feature works if the data source is stored in OneDrive, but
consistantly fails when a file is stored on a local C: drive folder. The status can
also be viewed at the top in the menu (see Refresh Status) or in the history located
at: My Workspace Workbooks (Select the desired Workbook)
Open MenuSchedule RefreshHistory (located on the top).
6.10 Remove
This deletes the selected Workbook.
Practice Exercise 68 My WorkspaceWorkbooks(Select the desired Workbook)
Remove Open MenuRemove.
Section 3 - Workbook Options (Menu On Top)
When you select the desired Workbook, the menu will appear on the top above the Power BI Interface.
This section will review the options available in the top menu.

Concept Explanation / Command String in italic.


6.11 Excel Online When this is active, you can edit a file stored in Excel Online while in Power BI
Web Service.

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Chapter 6 - Workbooks

6.12 Edit This button only seems to work when the file is Uploaded from Excel Online.
Edit In Excel - It opens Excel locally and changes can be made to the opened file.
When you close the file, it will ask to save it. To update Power BI Web, you must
do a Refresh Now to see the changes.
Edit in Excel Online - This will open Excel in OneDrive and the changes made
will update the file without a Refresh Now.
Practice Exercise 69 1. In Excel: File TabOpenC:\Data\PowerBI-C\FilterRange.xlsx.
Connect
2. In Excel: File TabSave As 
C:\Data\PowerBI-C\FilterRange.xlsx.
3. In Power BI Web Service:
(located in the lower left corner).

4. Create New Content/Files .


5. 
Select file

6. .
The file will be Uploaded to:
7. In Power BI Web Service: Press the Edit
Dropdown ArrowEdit in Excel Online.
You now have full editing rights to make changes
to the document and the information will be
updated when you press the button.
6.13 Refresh Status This will display the following status on the top menu from the results of a
Refresh Now command located at My WorkspaceWorkbooks(Select the
desired Workbook) Open MenuRefresh Now. The status history can also
be viewed at My Workspace Workbooks (Select the desired Workbook)
Open MenuSchedule RefreshHistory (located on the top).
The following are common messages that appear in the menu on top:
- This message appears if the Refresh Now it is
not supported.
- This is a successful Refresh Now. If the
original data source is located in OneDrive, it will update the data.
- This message appears if the original data source
is open but is unaccessible.
6.14 Excel Data The Excel Data Model uses the Excel PowerPivot Add-in feature to build
Model relationships between Excel worksheets. The Workbook Import feature does not
support regular Excel worksheets. However, if you have defined a Data Model
using Power Pivot in Excel, it will allow you to Import it into Power BI Web.
Practice Exercise 70 In Excel: File TabOpenC:\Data\PowerBI-C\ DataModelAdd.xlsx.
Data Model
Review the Data Model: Poper Pivot Ribbon Tab Manage

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Chapter 6 - Workbooks

In Power BI Web Service:


Practice Exercise 71 1. In Excel: File TabOpenC:\Data\PowerBI-C\DataModelAdd.xlsx.
Data Model
Review the Data Model: Power Pivot Ribbon Tab Manage

2. In Power BI Web Service:


(located in the lower left corner).

3. Create New Content/Files .


4. C:\Data\PowerBI-C\DataModelAdd.xlsx.

5. .
The file will be Uploaded to:

6.15 Reload
If changes are made in Power Bi Web Service, and the changes are
not displayed in the Web Browser, you can use the Refresh Now command to
view the results. Tip:It does not get new data from the origonal data source, but the
Replace File or Refresh Now command will bring new data into Power BI Web.

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Chapter 6 - Workbooks

6.16 Data If changes have been made to the data in Power BI Web Service, this will
recalculate all formulas.

Choose Data . All formulas and numbers will be updated.


6.17 Pin This Pins the selected Data as a Table to a new or existing Dashboard.
Practice Exercise 72 1. Open My WorkspaceWorkbooks
Pin FilterRange.xlsx located on the left side of the screen.

2. Select cells A1 to F5:

3. PinChoose the following options


4. View the new Dashboard:

Page 52
Chapter 7 - Settings
This is the layout

Chapter Table of Contents


Section 1 - General Settings
Section 2 - Dashboards Setting
Section 3 - Datasets Setting
Section 4 - Workbooks Setting
Section 5 - Alerts Setting
Section 6 - Subscriptions Setting
Section 7 - Other Settings

Section 1 - General Settings


The following is a summary of the options available:
Privacy – This sends search criteria to Microsoft.
Language – This sets your Language.
Close Account – This Closes your account.
Developer – This adds Developer Debug Visualization.
ArcGIS Maps for Power BI - Map Visualizations.

Concept Explanation / Command String in italic.


7.1 Privacy As you enter keywords for searches such as Q&A, Microsoft will improve future
Settings versions by recognizing the keywords used.

7.2 Language
Settings

7.3 Close
Account

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Chapter 7 - Settings

7.4 Developer This feature will add a new Debug Visual icon to the list of chart types
Settings avaiilable. It will allow you to connect to a developer server to build Visual
Reports. However, you will need an account on the developer server. The Debug
Visual is currently only available in the Power BI Web Service and not in Power
BI Desktop or the Mobile App.

7.5 ArcGIS Maps ArcGIS Maps for Power BI takes your Map Visualizations to the next level with
For Power BI the world’s leading spatial analytics. This built-in Power BI feature provides
enhanced mapping capabilities, demographic data, and compelling maps.

Section 2 - Dashboards Setting


The following Settings can be applied to each Dashboard. Select the Dashboard on the left and change
the Settings as desired. The following provides a summary of the Dashboard Setup.

Q&A - This turns the Q&A


feature on.
Dashboard Tile Flow - This is
a rearranged placement
of Dashboards.

Concept Explanation / Command String in italic.


7.6 Questions & This will allow you to ask a Question when displaying a Dashboard Report. The
Answers result of the question will display as a new Dashboard containing the information
requested. The following prompt will appear on top of the Dashboard:
.
Refer to Chapter 4, Section 4 for more details concerning usage.
Practice Exercise 73 Gear SettingsDashboard
Q&A

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Chapter 7 - Settings

7.7 Dashboard By default, you can position Tiles on the Dashboard anywhere. This feature will
Tile Flow position the Tiles in an orderly manner and when you move one Tile in the
Dashboard, all Tiles will be adjusted as needed. When you place your first Report,
it will automatically align to the top left corner of the canvas.
To turn on Dashboard Tile Flow: Gear Settings .

Section 3 - Datasets Setting


The following is a summary of the Dataset Settings:
Gateway Connection – This sets up the Gateway.
Data Source Credentials – This defines your Credentials.
Parameters – This lists defined Parameters.
Scheduled Refresh – This Schedules Refresh times.
Q&A and Cortana – This sets it up.
Featured Q&A Questions – This defines it.

Concept Explanation / Command String in italic.


7.8 Gateway The Gateway will connect your data source to Power BI Web. The On-Premises
Connection Data Gateway(Personal Mode) can connect to your local computer disk. The
On-Premises Data Gateway (previously known as the Enterprise Gateway)
Requires Power BI will connect to a data source over the network. The On-Premises Data Gateway
Web Pro Version will require more login credientials than the On-Premises Data
Gateway(Personal Mode).
7.9 Data Source This is where you authinticate yourself in order to gain rights to connect to the
Credentials secured Data Source.
Requires Power BI
Web Pro Version
7.10 Parameters

Once you set Parameters in Power BI Desktop/PowerQuery, you can update


those Parameters in Power BI Web Service.
This works when you create the Parameter in PowerBI. The Parameter is then
passed over to Power BI Web Service. You can’t use the data type of Any or
Boolien, because the Power BI Web Service Parameters will be grayed out. It is
also suggested that you use text or integer because it easier to translate compared
to number data type.

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Chapter 7 - Settings

7.11 Scheduled This will Refresh your Power BI


Refresh Service Dataset on a regular basis.
You can specify Daily/Weekly
Requires Power BI Refreshs, the Time Zone, multiple
Web Pro Version times of the day to refresh or Get
New Data from the data source.

7.12 Refresh The Refresh History button is loacted on the top of the Dataset Settings screen.
History GearSettingsDatasetRefresh History

Select the Refresh History button

7.13 Featured The Featured Q&A will take you to the Dataset settings where you can turn on
Q&A this feature for each Dataset.
Refer to Chapter 4
Section 4 for
details concerning
the Q&A concept.

7.14 Q&A and Cortana is Microsoft Windows 10 voice interpretation capability. It is used
Cortana across all Windows 10 devices to get instant answers to important business
questions. By integrating with Power BI, Cortana can retrieve key information
directly from Power BI Dashboards and Reports. All it takes is Windows 10
November 2015 Version or later.

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7.15 Featured If you are the owner of a Dataset, you can add phrasings and synonyms to improve
Q&A the Q&A results for your viewers. Questions entered here will be displayed in the
Questions suggested Featured Questions. A user can view them as he begins to type a
Question on the Dashboard screen. The Question entered here may be the most
common Question asked may display the Dashboard in the most effective
manner, or they may be Questions that are an interesting method to display data.
Practice Exercise 74 1. SettingsDatasetsFeatured Q&A QuestionsAdd a questionType
Featured Q&A your suggested question (see below).

This is the predefined question.

2. Test It: Go to the the Dashboard and type in a question to see the list of
suggestions. Make sure the Q&A feature is turned on see Tip below.

This is where the predefined


question is displayed.

Tip: Make sure the Q&A feature is turned on by: Gear Settings
Dashboard .

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Chapter 7 - Settings

Student Project C
This project will show how the Gateway product is used to Refresh Dashboards on a scheduled
basis. We will use the Personal Gateway to test these features.
Student Project C1 Before we can configure the Gateway, we must first identidy a data source and
Getting Started review the records to be used.
1. In Excel: File TabOpenC:\Data\PowerBI-C\FilterRange.xlsx.

2. Close the Workbook when finished.


Student Project C2 Here, we will get the data source and use the Query Editor to remove the Sales
Get Data field. We will then create a Visual Report and Publish it.
1. Start Power BI Desktop or a new blank file (File Tab New).
2. In Power BI Desktop: Home Ribbon Tab Get Data dropdown
ExcelC:\Data\PowerBI-C\FilterRange.xlsx Button.
3. Choose the Employees Worksheet.

 Button
4. This will open the Query Editor in order to filter the data source.
Filter or remove the Sales Department from the filtered data source.
Click the
dropdown arrow
next to the
department
name.
Drop-Down

Turn off the sales checkbox.

5. Close and Apply.


6. Create a Visual Report: Drag Clustered Column Chart to the work area
and add and fields to the chart.

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Chapter 7 - Settings

7. Save the file: File Tab Save AsC:\Data\PowerBI-C\FilterRange.pbix


Button.

8. Publish Button: Publish the reportMy Workspace Button.


You will receive the following success message:

Exit Power BI Desktop: File TabExit.


Student Project C3 1. In Power BI Web Service: My Workspace Should look
Power BI Web similar to the following:
Service
2. The Dashboard is what you will watch to see if the Gateway
is working or not. Create a Dashboard: My
WorkspaceReports Select FilterRange ReportOn the top
of the Visual Report Click the Pin.
3. Choose and Enter the Dashboard name.
Student Project C4 The Dashboard should look similar to the following:
Create
Dashboard

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Chapter 7 - Settings

Student Project C5 Before you can use the Gateway feature, you must first install it.
Install You can download the Gateway from the Power BI service.
Gateway 1. Select Downloads (located in the upper right corner of the interface )

Data Gateway 

2.

3. This message suggests installing the Gateway on a system that is


always running.

 .
4. Choose


5. Installing the Gateway

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Chapter 7 - Settings

6. Next, it will ask where you would like to install.


Choose Accept and Install.

Accept

7. Make sure you login in order to complete the process.
When the computer is restarted, it must have this information saved.

OK

Tip: This screen may be hiding behind the program.


8. This is the Gateway manager. If this appears, it has been installed.

Student Project C6 Set up the Gateway Dataset:


Personal 1. My WorkspaceDatasetsSelect FilterRangeMore Options
Gateway Schedule Refresh.

Tip: If the status says Unreachable: Delete the record and reenter it.

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Chapter 7 - Settings

2. Open the Gateway Connection

3. If you don’t have the Gateway installed, install it now. Choose Run.

4. After you choose Apply, The following status will tell you if it is
runningCheck Personal GatewayApply:

Student Project C7 1. Once the Gateway is setup, you can edit the credientials.
Data Source
Credentials
Personal Gateway

2. The following screen will then open.


Sign in to authenticate your credientials.

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Chapter 7 - Settings

Student Project C8 This will Refresh your Power BI Service


Scheduled Dashboards on a regular basis. You can
Refresh specify Daily/Weekly, Refreshs, the Time
Zone, and the time of day the Refresh will
occur.

Enter the following and press apply.


The dataset will be refreshed on the date
and time specified.

Choose the Button when finished.

Student Project C9 1. File TabOpenC:\Data\PowerBI-C\FilterRange.xlsxChange


Modify The Administration to $333.000.
Excel File

2. File TabSaveFile TabClose.


3. Change the time if you want to see it Refresh Automatically.
Test It: Set the time for the next ½ hour increment: Gear Settings

DatasetsSchedule Refresh  .
Student Project C10 1. Review the Refresh History: GearSettingsDatasets
Status (The refresh history button is located above the Gateway).

Tip: This could take 10-15 minutes to complete depending on the network,
computer speed, WiFi, etc.
2. Review Dashboard to see if it has been updated.
Before Refresh After Refresh

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Chapter 7 - Settings

Section 4 - Workbooks Setting


The following is a summary of the Settings:
Gateway Connection
Data Source Credentials
Parameters
Scheduled Refresh

Concept Explanation / Command String in italic.


7.16 Gateway Refer to Chapter 7, Section 3 concerning details about the Gateway Connection
Connection concept.
7.17 Data Source Refer to Chapter 7, Section 3 concerning details about the Data Source
Credentials Credentials concept.
7.18 Parameters Refer to Chapter 7, Section 3 concerning details about the Parameters concept.
7.19 Scheduled Refer to Chapter 7, Section 3 concerning details about the Schedule Refresh
Refresh concept.
Section 5 - Alerts Setting
Alerts can be set:

Alerts can be set on visuals created from streaming datasets that have been pinned from a Report to a
Dashboard. However, they cannot be set on streaming Visual Reports created directly on the
Dashboard using Add TileCustom Streaming Data.
Concept Explanation / Command String in italic.
7.20 Alerts Alerts are defined in Dashboards. You
can apply an Alert to a single member
Requires Power BI Visual Report such as Card, KPI tile, or
Web Pro Version Gage tile. The Alert will send you an
email when the numbers exceed the
defined value. Alerts only work with
numeric data types. They will not work in
Power BI Desktop or Visual Report with
date/time measures.
- If this is checked, it
will send you an email notification. If
unchecked, the notification will appear in
the Power BI notifications page located in
the top right corner of the interface.
Tip: The Notification Icon will turn
orange.
Tip: Each Alert contains a direct link to
the data. Selecting the link will take you to
the Visual Report.

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Chapter 7 - Settings

Practice Exercise 75 In Power BI Web Service:


Get Data
1. (located in the lower left corner).

2. Create New Content/Files .


3. C:\Data\PowerBI-C\Visual ReportC.Pbix Button.
4. My WorkspaceDashboardSelect Visual ReportCCard Report
5. In the upper right corner of the Card choose More Options
Choose the Bell icon or Manage AlertsAdd alert rule 
Enter the information in the screen capture aboveSave and Close.
7.21 Managing You can manage Alerts from the Dashboard Tile, itself, or from the Power BI
Alerts Web Service Settings menu.

Practice Exercise 76 If you need to change or remove an Alert


Multiple Alerts for a Visual Report, re-open the Manage
Alerts window by selecting the Bell icon

. All the Alerts set for that Visual


Reports will be displayed.
To delete an Alert, select the
Trashcan to the right of the
Alert name.
Practice Exercise 77 In Power BI Web Service:
Alert Settings 1. Select the Gear icon SettingsAlerts. The defined Alerts will be listed.

2. From here you can turn Alerts on and off, open the Manage Alerts window to
make changes, or delete the Alert.
Section 6 - Subscriptions Setting
Concept Explanation / Command String in italic.
7.22 Subscriptions Power BI will send screenshots of a Report or Dashboard page directly to your
email inbox whenever the data changes. You can then Subscribe if you have edit
Requires Power BI privileges. The image in your inbox will show up exactly as it does in Power BI
Web Pro Version and will include a link to the Report / Dashboard where you can drill into any
interesting findings. You tell Power BI how often you want to receive the emails:
from once a day to once a week.
Refer to Chapter 4, Section 2 for more Details.
Practice Exercise 78 To Add a Subscription: Add the information needed
to set up a Subscribe.

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Chapter 7 - Settings

Section 7 - Other Settings

The following are additional Settings.

Click on the Gear located in the upper right corner to choose an option.

The following is a summary of the options available:


Manage Personal Storage
Create Content Pack
View Content Pack
Admin Portal
Manage Gateways
Settings
Manage Embed Codes

Concept Explanation / Command String in italic.


7.23 Manage Power BI Service Pro/Free Version currently
Personal allocates 10GB, but that may change in the future.
Storage
7.24 Create This is a way to Package up
Content Pack your Dashboards, Reports,
Excel Workbooks, Datasets
Requires Power BI and publish them to your
Web Pro Version team.

Tip: You must have the Pro


Version to create a Content
Pack.
7.25 View Content Once the Content Pack is
Pack created, it can be viewed by
opening the published Pack.
Requires Power BI This will list the Name, who
Web Pro Version it was published to, Date
Published, and Actions
(Edit/Delete).

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Chapter 7 - Settings

7.26 Admin Portal To use this, your account needs to be marked as a Global Admin within Office
365, or have been assigned the Power BI Web Service administrator role in order
to get access to the Power BI Admin portal.

7.27 Manage A Gateway will provide access to a secure data source.


Gateways You must install a Gateway product at
Requires Power BI https://powerbi.microsoft.com/en-us/gateway/.
Web Pro Version After the Gateway is installed, the option will be active.
7.28 Settings This will provide general Dashboards, Datasets, Workbooks, Alerts and
Subscription options. Refer to Chapter 7 for details concerning Settings.
Alternate method 1: My Workspace Dashboards Settings.
Alternate method 2: My WorkspaceReports Settings.
7.29 Manage This allows you to Manage the links created using Publish To Web feature. The
Embed Codes owner can revoke and disable a link at any time. Refer to Chapter 3 Section 2 for
more details concerning Publish To Web.

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Index - Power BI Web Service
Add Title File-Save As ..................... 18 Q&A Enhancement ......... 36
Image ............................ 29 Filter Q&A Wording ................. 36
Image URL.................... 29 Drill Down .................... 20 Question & Answers ....... 54
Text Box ....................... 29 Drill Up ......................... 20 Quick Insights .................. 14
Video ............................. 30 Edit Interactions Filter .. 45 Recent ................................. 7
Web Content ................. 27 Edit Interactions Highlight Refresh ................. 22, 46, 49
Admin Portal ............. 11, 67 ................................... 45 Refresh Dashboard Titles33
Alerts ................................ 64 Edit Interactions None .. 46 Refresh History................ 56
Analyze In Excel... 4, 13, 17, Expand Next Level........ 20 Remove ........... 12, 17, 26, 49
23, 46 Show Next Level ........... 20 Rename ........... 12, 17, 26, 49
App Workspace Create ... 8, Visual Hierarchy ........... 45 Reset To Default .............. 22
56, 63 Filters ............................... 24 Save ................................... 42
Apps.................................... 7 Focus Mode ...................... 40 Save As ............................. 42
ArcGIS Maps for Power BI Full Screen Mode ............ 11 Save This Page ................. 46
...................................... 54 Generate QR Code .... 23, 46 Schedule Refresh ............. 13
Ask A Question................ 43 Get Data ............................. 5 Scheduled Refresh ..... 56, 63
Buttons ............................. 44 Go To Report ................... 34 Security............................. 14
Close Account .................. 53 Help and Support ............ 11 Set As Featured ............... 31
Content Pack ................... 66 Import ................................ 6 Settings ....................... 11, 33
Create Content Pack . 11, 66 Language Settings ........... 53 Shapes ............................... 44
Dashboard Theme ........... 32 Manage Embed Codes ... 11, Share ..................... 23, 26, 31
Dashboard Title Flow ..... 55 18, 67 Share Access Rights ........ 26
Data Source Credentials . 55 Manage Gateways ..... 11, 67 Share Remove Access ...... 26
Developer Settings........... 54 Manage Permissions ....... 14 Shared With Me ................ 7
Download ......................... 11 Manage Personal Storage Show Data ........................ 41
Download .PBIX.............. 14 ................................. 11, 66 Sort ................................... 41
Download Report ...... 19, 42 Managing Alerts .............. 65 Spotlight ........................... 41
Drill Through .................. 21 My Workspaces ................. 8 Status .............. 12, 25, 47, 49
Duplicate Dashboard ...... 32 Notifications ..................... 11 Subscribe .............. 11, 23, 31
Duplicate This Page ........ 46 Open ........................... 17, 25 Subscriptions ................... 65
Edit Details ...................... 34 Open In Focus Mode ....... 34 Text Box ........................... 43
Edit Report ...................... 20 Parameters ....................... 55 ToolTip ............................. 40
Embed in Sharepoint ...... 19 Performance Inspector ... 33 Usage Metrics .................. 31
Explore ............................. 43 Phone View ...................... 32 Value Calculation ............ 40
Export Data ..................... 41 Pin ..................................... 40 View ...................... 19, 43, 49
Export To Excel............... 34 Pin Live Page ................... 22 View Content Pack .......... 11
Favorite ...................... 22, 31 Pin Tile ............................. 35 View Insights.................... 35
Favorites ............................ 7 Power BI Web Service ...... 4 View Related .............. 22, 31
Featured Q&A................. 36 Print .................................. 42 Visual Bucket ................... 38
Featured Q&A Questions Print Dashboard .............. 33 Visual Interaction ............ 45
................................ 56, 57 Privacy Settings ............... 53 Visual Report Terms ....... 38
Feedback .......................... 11 Profile ............................... 11 Visual Reports Handles .. 40
File-Export To PowerPoint Publish ................................ 4 Web View ......................... 32
...................................... 19 Publish To Web ............... 42 Well ................................... 38
File-Print .......................... 18 Q&A ................................. 35 Workspaces ........................ 8
File-Publish To Web ....... 18 Q&A and Cortana ........... 56

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