Power BI - Publishing your Report through the Power BI Service Tutorial

In this video, you will learn about publishing your report through the Power BI Service.
The video covers the process of finalizing your report and selecting the "Publish" option in the Share group on the Home tab.
Once connected to Power BI, you can choose where to publish the report and click "Select." After the publishing process is complete, a dialogue box will indicate success and provide a link to the published report.
It is important to save your report before publishing.
The Power BI Service offers features such as report loading, creation of dashboards, natural language data query, and data sharing.
By using the Power BI tile in your Office 365 portal or powerbi.microsoft.com, you can access the Power BI Service.
The interface includes a Navigation pane, workspace, and sections for dashboards, reports, workbooks, and datasets.
The video also mentions the availability of features based on your license type.
This tutorial will help you effectively publish your report through the Power BI Service, enhancing your data analysis and reporting capabilities.

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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on how to publish a report in the Power BI Service, detailing the steps involved, the interface layout, and the features available based on the type of license.

Chapitres :

Introduction to Power BI Service
Power BI Service is an online platform that extends the capabilities of Power BI Desktop. It allows users to publish reports, create dashboards, perform data queries using natural language, and share data with organizations or individuals.
Publishing Your Report
Once your report is finalized, you can publish it in the Power BI Service by following these steps: 1. Navigate to the Home tab. 2. Select 'Publish' in the Share group. 3. Connect to Power BI when prompted. 4. A window will appear asking where to publish the report; choose a location and click 'Select'. 5. After publishing, a dialogue box will confirm the successful process and provide a link to the published report. 6. If the report was not saved, you will be prompted to save it before publishing.
Accessing Power BI Service
To access the Power BI Service, you can: - Use the Power BI tile from your Office 365 portal if enabled. - Alternatively, visit powerbi.microsoft.com and log in with your account.
Understanding the Power BI Service Interface
Upon connecting to the Power BI Service, the workspace will be displayed. If no reports have been published, an invitation to get data will appear. The interface is organized as follows: - **Navigation Pane**: Contains your favorite dashboards, recently consulted reports, apps created by you or shared by colleagues, and a list of workspaces you belong to. - **Current Workspace Name**: Displays the name of the workspace you are currently in. - **Help, Settings, and Comments Buttons**: Located at the top for easy access. - **Display Area**: Where the content of the selected workspace is shown. - **My Workspace**: Stores all content owned by you.
Workspace Organization
Each workspace is divided into four sections: - **Dashboards**: Visual representations of your data. - **Reports**: Detailed analyses based on your data. - **Workbooks**: Collections of related reports. - **Datasets**: The underlying data used for reports and dashboards. These sections are also available as tabs for easier navigation.
Getting Data and Features
To quickly obtain data, use the 'Get Data' button located at the bottom left of your screen. Note that the features available to you may vary depending on whether you have a free or professional license.

FAQ :

What is Power BI Service?

Power BI Service is a cloud-based platform that allows users to publish, share, and collaborate on reports and dashboards created in Power BI Desktop.

How do I publish a report in Power BI Service?

To publish a report, go to the Home tab in Power BI Desktop, select 'Publish' in the Share group, connect to Power BI, choose a location in the Power BI Service, and click 'Select'.

What happens if I don't save my report before publishing?

If you haven't saved your report, you will be prompted to do so before the publishing process can continue.

What features are available in Power BI Service?

Power BI Service includes features such as report loading and creation, dashboard creation, data querying using natural language, and data sharing with your organization.

What is the difference between Free and Professional licenses in Power BI?

The Free license provides basic features, while the Professional license offers advanced capabilities, including collaboration and sharing options.

How can I access Power BI Service?

You can access Power BI Service through the Power BI tile in your Office 365 portal or by visiting powerbi.microsoft.com and logging in with your account.

Quelques cas d'usages :

Publishing Reports for Team Collaboration

A marketing team can use Power BI Service to publish their sales reports, allowing team members to access and collaborate on the data in real-time, improving decision-making and strategy development.

Creating Interactive Dashboards

A data analyst can create interactive dashboards in Power BI Service that visualize key performance indicators (KPIs) for management, enabling quick insights and data-driven decisions.

Natural Language Data Queries

A business user can utilize the natural language query feature in Power BI Service to ask questions about sales trends, receiving instant visualizations that help in understanding data without needing technical expertise.

Sharing Insights Across Departments

A project manager can share dashboards created in Power BI Service with different departments, ensuring that all stakeholders have access to the same data and insights, fostering collaboration and alignment.

Data Import from Various Sources

An IT professional can use the 'Get Data' feature in Power BI Service to import data from multiple sources, consolidating information for comprehensive reporting and analysis.

Glossaire :

Power BI Service

A cloud-based service that allows users to publish, share, and collaborate on reports and dashboards created in Power BI Desktop.

Power BI Desktop

A desktop application used for creating reports and data visualizations that can be published to the Power BI Service.

Workspace

A collaborative environment in Power BI Service where users can manage and share their reports, dashboards, and datasets.

Dashboard

A single-page, interactive view of your data that can include visualizations from multiple reports.

Dataset

A collection of data that can be used to create reports and dashboards in Power BI.

Get Data

A feature in Power BI Service that allows users to import data from various sources into their reports.

Natural Language Query

A feature that allows users to ask questions about their data in plain language, and receive visualizations as answers.

Office 365 Portal

A web-based platform that provides access to various Microsoft services, including Power BI.

License Types

Different levels of access and features in Power BI, including Free and Professional licenses.

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publish it in the Power BI Service.

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Go to the Home tab and select Publish in the Share group.

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You are invited to connect to Power BI.

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Once you are connected, a window will open to ask you

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where in the Power BI Service you would like to publish the report.

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Choose a location and click on Select.

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Once the publishing process has been completed,

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a dialogue box will display to indicate that the process was successful.

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A link will be provided to allow you to access the Power BI Service directly

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and to consult the report that you have just published.

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If you did not save your report, you will be invited to

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do so before publishing it.

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To open the Power BI Service, you can use the Power BI tile

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from your Office 365 portal, if you have already enabled it.

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Otherwise, you can do so through powerbi.microsoft.com

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and you can connect using your account to enable it.

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The Power BI Service is an extension of Power BI Desktop

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and its features include report loading and creation,

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dashboard creation, data query using natural language

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and data sharing with your organization or other people.

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Once I've connected to the Power BI Service,

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the Dashboards page on my workspace will be displayed since

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I have already published a report in my workspace.

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However, if this had not been the case,

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a welcome screen would have been displayed inviting me to get data.

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The Power BI Service interface is organized as follows.

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The Navigation pane, the name of the current workspace,

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the Help, Settings and Comments buttons, the display area and the workspace.

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In the Navigation pane, you will find a list

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of your favorite dashboards, a list of recently consulted reports and dashboards,

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the apps created from the dashboards

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by you or by other associates,

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a list of the dashboards that your colleagues have shared with you,

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a list of the workspaces to which you belong and finally My Workspace,

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which stores all the content that you own.

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Each workspace is organized into four sections listing each element type,

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dashboards, reports, workbooks and datasets.

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You will find the same sections as tabs to make it easier

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to navigate in the middle area of your workspace.

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There is also a search box that is specific to the part being used,

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a sorting button

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and a button to create dashboards, reports and datasets.

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To quickly obtain data, use the Get Data button

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at the bottom left of your screen.

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Finally, features will be available or not

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depending on the type of license that you have,

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that is whether it is a free or professional license.

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