Power BI - Introduction to Power BI Desktop Tutorial

In this video, you will learn about the Introduction to Power BI Desktop.
The video covers the workflow of Power BI Desktop, including connecting to data sources, creating relationships between data models, and viewing data in various ways.
Power BI Desktop offers three views:
Report, Data, and Relationships.
The Report view is where you can begin working, creating and arranging visualizations.
The video also highlights the different areas in the Report view, such as the ribbon, canvas, pages tab, Visualizations pane, and Fields pane.
Understanding Power BI Desktop will help you create reports and visualizations more efficiently.

2:52
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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive overview of Power BI Desktop, focusing on its functionalities, user interface, and how to effectively create reports using the software.

Chapitres :

Introduction to Power BI Desktop
Power BI Desktop is a powerful tool where users spend most of their project time creating reports. It allows for seamless connection to a wide range of data sources, making data easier to use and analyze.
Downloading and Installing Power BI Desktop
To obtain Power BI Desktop, you can download it from the Power BI Service. Simply click on the download button and select Power BI Desktop. Once installed and launched, a welcome screen will appear, providing options to get data, consult recently used sources, and access tutorial videos, forums, and the Power BI blog. If you prefer not to see this screen in the future, you can check the designated box.
Navigating the Power BI Desktop Interface
After closing the welcome screen, you will be directed to the Power BI Desktop report view. The interface offers three main views: Report, Data, and Relationships. You can toggle between these views using the navigation bar on the left side, with the selected view indicated by a yellow bar next to the icon.
Understanding the Report View
In the Report view, users can begin working on their reports. This view consists of five main areas: - **The Ribbon**: Displays current tasks associated with reports and visualizations. - **The Report View or Canvas**: Where visualizations are created and arranged. - **The Pages Tab Area**: Located at the bottom, it allows users to select or add report pages. - **The Visualizations Pane**: Here, users can customize colors and axes of their visualizations. - **The Fields Pane**: Users can drag query elements and filters onto the report view or to the edge to expand the Report view.
Backstage Mode in Power BI Desktop
Like all Microsoft applications, Power BI Desktop features a backstage mode that provides various options such as creating new reports, opening existing ones, saving, publishing reports, and importing or exporting elements. This mode is essential for managing your Power BI Desktop application effectively.

FAQ :

What is Power BI Desktop?

Power BI Desktop is a Microsoft application designed for creating reports and visualizations from various data sources, allowing users to analyze and present data effectively.

How do I download Power BI Desktop?

You can download Power BI Desktop from the Power BI Service by clicking on the download button and selecting Power BI Desktop.

What are the different views in Power BI Desktop?

Power BI Desktop offers three main views: Report View, Data View, and Relationships View, each serving different purposes for data analysis and reporting.

What is the purpose of the Ribbon in Power BI Desktop?

The Ribbon in Power BI Desktop displays the current tasks and options available for reports and visualizations, helping users navigate their work.

Can I customize visualizations in Power BI Desktop?

Yes, you can customize visualizations in Power BI Desktop using the Visualizations Pane, where you can adjust colors, axes, and other visual elements.

What is Backstage Mode in Power BI Desktop?

Backstage Mode in Power BI Desktop provides options for managing reports, including creating, opening, saving, and publishing reports, as well as importing and exporting elements.

Quelques cas d'usages :

Creating Sales Reports

A sales manager can use Power BI Desktop to connect to sales data from various sources, create visualizations to analyze sales performance, and generate reports for stakeholders.

Data Analysis for Marketing Campaigns

A marketing analyst can utilize Power BI Desktop to gather data from different marketing channels, establish relationships between datasets, and visualize the effectiveness of campaigns.

Financial Reporting

A financial analyst can leverage Power BI Desktop to create detailed financial reports by importing data from accounting software, allowing for better decision-making and forecasting.

Project Management Dashboards

A project manager can use Power BI Desktop to track project progress by connecting to project management tools, visualizing timelines, and reporting on resource allocation.

Customer Insights Analysis

A data scientist can apply Power BI Desktop to analyze customer data from various sources, create dashboards to visualize customer behavior, and derive insights for improving customer experience.

Glossaire :

Power BI Desktop

A Microsoft application used for creating reports and visualizations from various data sources.

Data Sources

Locations from which data can be retrieved for analysis, such as databases, online services, or files.

Relationships

Connections established between different data tables to enable comprehensive analysis and reporting.

Report View

The main interface in Power BI Desktop where users create and arrange visualizations.

Data View

A view in Power BI Desktop that allows users to see and manipulate the underlying data.

Relationships View

A view that displays the relationships between different data tables in Power BI Desktop.

Ribbon

The toolbar in Power BI Desktop that shows the current tasks and options available for reports and visualizations.

Visualizations Pane

A section in Power BI Desktop where users can customize visual elements such as colors and axes.

Fields Pane

A panel in Power BI Desktop that allows users to drag and drop data elements and filters onto the report view.

Backstage Mode

A feature in Power BI Desktop that provides options for managing reports, such as creating, opening, saving, and publishing.

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we will now look at the Power BI Desktop application

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where this workflow originated.

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Power BI Desktop is where you will be spending

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most of your project time creating reports.

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Power BI Desktop allows you to connect to a wide range of data sources

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and to clean and format your data to make it easier to use.

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You can also create relationships between the data, model it

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and view it in various ways.

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To obtain Power BI Desktop, you can download it from the website at powerbi.microsoft. com

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or from Power BI Service by clicking on the download button,

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the down arrow in the upper right corner

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and then by selecting Power BI Desktop.

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Once it has been installed and launched, a welcome screen will be displayed.

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From this screen, you can get data,

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consult recently used sources or open other reports.

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You will also find links to tutorial videos,

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forums and the Power BI blog.

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If you no longer want this screen to be displayed when you start Power BI Desktop,

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check this box.

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Finally, if you close the welcome screen,

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the Power BI 78Desktop report view will be displayed.

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Power BI Desktop offers three views;

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Report, Data and Relationships.

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To toggle from one view to another,

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use the three icons in the navigation bar on the left-hand side.

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The selected view will be indicated by a yellow bar to the left of the icon.

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It's in the Report view that you can begin to work.

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This view includes five main areas.

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The ribbon, which displays the current tasks associated

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with reports and visualizations.

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The Report view or canvas, where visualizations are created and arranged.

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The pages tab area along the bottom

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which lets you select or add a report page.

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The Visualizations pane, where you can change visualizations,

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customize colors or axes, apply filters, drag fields, etc.

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The Fields pane where you can drag query elements and

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filters onto the reports view or to the filters area of the Visualizations pane.

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Note that you can reduce the size of the Visualizations and Fields pane

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by selecting the small arrow along the edge to expand the Report view.

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Finally, like all applications,

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Microsoft Power BI Desktop has a backstage mode with many options

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such as new, open, save and publish reports, import and export elements.

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And this is where you can set the parameters

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of your Power BI Desktop application.

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