Power Platform Fundamentals: A Beginner’s Guide to Power BI

Post Date: 03/21/2023
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In today’s age of digital transformation, data analytics plays a critical role in shaping how leaders form business decisions. A Gartner study found that by 2023, more than 33% of large organizations will have analysts practicing decision intelligence for their business strategies. 

To make this vision work, analytics teams must bridge the gap between analytics and insights — providing the right context of data that makes sense to their users. The benefit of business intelligence is that analytics teams can create digestible and actionable reports that resonate with their stakeholders and business leaders.   

Power BI can do just that.  

What is Power BI? 

One of the Power Platform fundamentals, Power BI is Microsoft’s business intelligence platform for creating and sharing immersive data visualization. 

Power BI empowers users with coherent insights and reports by seamlessly connecting multiple data sources — making it possible to gather and sort valuable information and turn it into digestible reports and dashboards. 

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The core elements of Power BI 

Power BI has three core elements where you can access the platform: 

  • Power BI Desktop 
  • Power BI service 
  • Power BI mobile apps 

Power BI Desktop 

Power BI Desktop is where the magic usually starts.  

It’s a Windows desktop application that you download and where you can begin analyzing your data and building your reports. 

Within Power BI Desktop is the Query Editor, which connects your Power BI to multiple data sources (including Microsoft Dataverse). It lets you combine data from the sources to create your data models — and then eventually build your reports based on those models. 

power-bi-query-editor
Power Query Editor in Power BI Desktop (Source: Microsoft) 

Once you’ve designed your reports in Power BI Desktop, you can share them with others or publish them to the Power BI service. 

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Power BI Service 

Power BI service is a cloud-based or software-as-a-service (SaaS) platform supporting report editing and collaboration. 

Similar to Power BI, Power BI service also allows you to connect to data sources and build data models, although with more limited capabilities. The true power of Power BI service, however, is in remodeling, collaborating, and sharing your reports to create engaging dashboards to showcase your relevant business insights.  

Power BI mobile apps 

You can then access your built reports and dashboards — whether in the cloud or on-premises — with Power BI’s mobile apps for Windows, iOS, and android devices. You can interact with your reports in the mobile apps by annotating them and sharing them with the rest of your team.  

Power BI Report Builder and Report Server 

Technically, there are two more elements of Power BI: 

  • Power BI Report Builder: used for creating paginated reports (reports shaped to fit in pages, i.e., printed papers) for the Power BI service. 
  • Power BI Report Server: used for creating Power BI reports on your on-premises environment. These reports, when shared, will only be viewed by the other users in viewing mode in their browsers. 

While it may look like you can only use Power BI and Power BI service independently, all the elements complement each other so you can get the best out of your Power BI experience. 

Power BI’s Building Blocks 

You’ll encounter a number of building blocks once you start creating in your Power BI workspaces. The Power BI platform’s major components include the following: 

1. Dataflows

When creating reports, you usually need multiple sources of information. Dataflows enables you to unify data from those disparate sources and transform them into a unified data source in your Power BI service.  

Essentially, it’s like creating an Excel file to store multiple pieces of information in a single file. You can edit the tables to remove irrelevant ones or add more sources depending on the central information you need.  

power-bi-dataflows
Introduction to dataflows (Source: Microsoft) 

Once prepared as datasets (discussed below), dataflows can now be used to create reports. They can even be reused for multiple reports and refreshed if you need to add or remove additional information. 

Analysts (especially those who deal with big data) benefit from dataflows as they can use them to prepare for modeling, transforming, and integrating data by defining source connections, ETL logic, refresh schedules, and more. 

2. Datasets 

Datasets, on the other hand, are the data source/s that you’ll use to connect or import in your Power BI Desktop and Power BI service. Once you have a dataset, you can create your reports and dashboards. 

Your data may come from multiple sources (including dataflows). Still, while a dataflow is editable and refreshed whenever you want, an uploaded dataset can be reused in numerous workspaces and reports while preventing the editing or revision of its contents. 

3. Reports 

Reports are your page/s of visualizations (aka visuals) from a dataset: line charts, maps, tree maps, and more. You can create reports from scratch or import Power BI pre-built reports when you connect with a dataset from Excel, Power BI Desktop, databases, and SaaS applications.  

4. Dashboards 

A dashboard is a one-page canvas of tiles and widgets of your pinned reports. While reports can be sliced, designed, edited, and come only from a single dataset, dashboards can only be designed by pinning and unpinning your already-made reports.  

You can design your dashboards with different visuals from multiple reports and datasets.   

dashboard-tiles-in-power-bi-desktop
Power BI dashboard example (Source: Microsoft) 

Dashboards can only be created in Power BI service and not in Power BI Desktop. 

5. Workbooks 

Workbooks are a particular type of dataset. If you upload an Excel workbook to the Power BI service, you can directly pin tables and graphs from the Excel workbook to a dashboard. You can also create reports from the Excel workbook. 

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How to start creating your Power BI reports and dashboards 

Now that you know all the essential components of Power BI, it’s time to have an overview of the general workflow in Power BI.  

For this example, we’ll be going through a workflow where we’ll create reports on Power BI Desktop and then publish them to Power BI service so we can build dashboards. 

If you first need to create a dataflow, simply choose a workspace on your Power BI service dashboard, select +New, and then choose dataflow.  

upload-dataflow

Once you have your data ready: 

  1. Connect your dataset to your workspace with the Get data pane in the Power BI Desktop dashboard. 

get-data-pane

2. Shape your data by creating compelling reports with your data models.  

power-bi-report-canvas

3. Publish your reports to the Power BI service and start building a dashboard. You can pin your whole report to the dashboard or pin tiles from multiple reports. You can also choose from among the various dashboard themes Microsoft provides. 

pin-tile-to-dashboard

4. Finally, share your reports and dashboard. 

share-reports-dashboards

Moving forward with Power BI 

As you scale your Power Platform adoption, you’ll come across more advanced capabilities to help you better drive business innovation.  

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Sherian Batallones is a Content Marketing Specialist at AvePoint, covering AvePoint and Microsoft solutions, including SaaS management, governance, backup, and data management. She believes organizations can scale their cloud management, collaboration, and security by finding the right digital transformation technology and partner.

View all post by Sherian Batallones

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