Power BI Training

Day 2: Design & Collaboration

Agenda
Power BI Training – Day 2: Design & Collaboration

• Review of Day 1: Essentials

• Visual Formatting
• BREAK: Morning Tea
• Visual Analytics
• Custom Visuals
• BREAK: Lunch
• Dashboard Sharing
• Publish to Web
• Building Attached Reports
• BREAK: Afternoon Tea
• Apps and Workspaces
Review of Day 1: Essentials

• Introducing the Power BI Platform

• Power BI Desktop Overview
• Zero to Visualisation in 5 Minutes
• Importing and Re-shaping Data
• Relating Data from Different Sources
• Slicers and Filters
• Data Modelling 101
• Calculated Columns and Measures
• Power BI Service Overview
• Power BI Mobile Overview
Visual Formatting
Overview

• Formatting options are different for each visual

• New capabilities added each month
• Some visuals released in preview
• Can format using:
• Format gutter
• Ribbon
• Data fields (for table and matrix visual)
• Colour themes can control default settings
Visual Formatting
Demonstration
Lab 2-1 – Visual Formatting
Day 2: Morning Tea

We’ll resume in 15 mins!

Visual Analytics
Overview

• Additional information that can be applied to a visual

• Trend
• Constant
• Minimum/Maximum/Average
• Median/Percentile
• Forecast – only for single-series line charts with date axis
• Certain visuals only support a subset of the options
• Ongoing development of features
• Simple to apply but consider the user experience
Visual Analytics
Demonstration
Lab 2-2 – Visual Analytics
Demonstration
Custom Visuals
Overview

• Built by the community (individuals, companies) and Microsoft

• Can fill gaps in the out-of-the-box offerings
• Belong to the report
• Open-source code (utilising D3.js libraries)
• Beware poorly maintained visuals
• Microsoft has certification process for visuals
• Custom visuals not supported by some functionality
• R-powered visuals are powerful but require local R installation
Custom Visuals
Demonstration
Lab 2-3 – Custom Visuals
Day 2: Lunch

We’ll resume in 30 mins!

Content Sharing
Overview

• Can share a report or dashboard directly with other users

• Can configure whether recipients can re-share
• Can share internally or externally – paid licence required
• How to get to shared content is different if external
• Internal – will show in “Shared with me” section
• External – URL will need to be bookmarked
• If sharing a dashboard then recipients can then drill through to
source report
• Recipients have full access to data unless data security applied
Content Sharing
Demonstration
Publish to Web
Overview

• Publish a report to a publicly accessible location

• Can’t publish a dashboard
• Can be Free licence
• Data updates can take up to an hour to refresh
• Some limitations in what can be published
• R Visuals
• Row-level security
• Can manage/delete published content within a workspace
Publish to Web
Demonstration
Lab 2-4 – Dashboard Sharing and Publish to Web
Building Attached Reports
Overview

• Can create new reports using the data model from existing
reports
• Via web (app.powerbi.com) or Power BI Desktop
• New reports can only exist in the same workspace as the
source dataset – preview feature removes this restriction
• If the data model changes then it can impact any attached
reports
• Great for re-usability – only refresh dataset once
• Great for ad-hoc analysis
Building Attached Reports
Demonstration
Lab 2-5 – Building Attached Reports
Day 2: Afternoon Tea

We’ll resume in 15 mins!

Apps and Workspaces
Workspaces Overview

• Workspaces are a secured sub-section within Power BI Service

• Formal name is App Workspace
• Can be used for collaboration amongst teams
• Can contain Datasets, Workbooks, Reports, Dashboards and
Dataflows
• Access given to users/groups – Admin, Member, Contributor,
View
• Only Pro users can publish to App Workspaces
Apps and Workspaces
Apps Overview

• The primary method for sharing a selection of reports/dashboards

• Requires content published to App Workspace and Pro licence
• App Workspace is the staging area for an App
• Selected content in App Workspace is published as an App
• App is published to specific list of consumers (named or groups)
• Consumers can install from list of available Apps or have Apps
pushed to them if allowed
• Consumers need Pro licence or App Workspace in Premium
capacity
Apps and Workspaces
Demonstration
Lab 2-6 – Apps and Workspaces
Review
Power BI Training – Day 2: Design & Collaboration

• Visual Formatting
• Visual Analytics
• Custom Visuals
• Dashboard Sharing
• Publish to Web
• Building Attached Reports
• Apps and Workspaces
Useful Resources

Perceptual Edge (Stephen Few – leader in effective data visualisation) –

• https://www.perceptualedge.com/
Information Is Beautiful (David McCandless – leader in artistic data
visualisation)
• https://informationisbeautiful.net/
OKViz (popular and reliable custom visuals) –
• https://okviz.com/
Power BI Apps documentation –
• https://powerbi.microsoft.com/en-us/blog/distribute-to-large-
audiences-with-power-bi-apps/
Thank you!
 Make the leap.
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