Explore What Power BI

Can Do For You

ANGELES UNIVERSITY FOUNDATION
College of Computer Studies
 What is in this module?

• What can I do with Power BI

Introduction service as a consumer?
• View content in Power BI
Learning Objectives service
• Explore with dashboards,
reports, and apps in
Power BI
• Collaborate and share in
Power BI
Course Description HERE
• Find and view dashboards
and reports
 What Can I Do
With Power BI Service
As A Consumer?
How to know if you're a Power BI consumer

The way you interact with Power BI depends on your job role. As a user or consumer, you're the person
who receives dashboards, reports, and apps from designers who create them. Also, you work in the
online version of Power BI (called Power BI service) reviewing and interacting with this data to make
business decisions.
You don’t need to be a data scientist to perform complex data analysis. Power BI does the complex
work for you with straightforward and intuitive controls.
Safely interact with content

You can explore and interact with your content, filter, slice, subscribe, and export, without
affecting the underlying dataset or the original dashboards, reports, or apps).
That doesn't mean you can't save your changes; you can, but your changes only affect
your view of the content. Furthermore, reverting to the original default view is as simple as
selecting the Reset to default button.
Display details on a visual

Visuals are made up of datapoints, and by hovering over a datapoint, you can view the
details.
Show data that is used to create a visual

Use the Show Data feature if you want to view data

that Power BI is using to build a visual. The selected
visual expands to fill the canvas, and the data
displays below or alongside.
Export data

In addition to showing the data that is used to create

a visual, you can also export that data and view it in
Microsoft Excel. When you export to Excel, you’re
creating a separate document, a spreadsheet that
isn't part of Power BI. Any changes that you make in
the Excel file won’t impact the data in Power BI.
Whether you want to take a closer look at the data, or
you want to use the data in another application or for
another purpose, Power BI gives you that flexibility.
Export data

Exporting isn’t limited to individual

visuals; you can export entire reports
to PowerPoint or PDF to share with
your colleagues.
Cross highlight and cross filter report content

All visuals in a report are

related. Highlight or select a
value in one visual and
instantly view its impact on
the other visuals.
Collaborate with colleagues

Skip the email. With the Power BI

comment feature, you can add a
personal comment or start a
conversation with colleagues
about a dashboard, right there on
that dashboard. The comment
feature is just one of the ways you
can collaborate with others.
 Let Power BI work for you

Subscribe to reports and dashboards

01 To stay up-to-date on your most important content, you can
subscribe to report pages and dashboards that matter most to
you. Power BI will send a snapshot to your email inbox.

02 Get alerts when your data reaches a threshold

Your data is live, and your visuals will update automatically. If
you want to be notified when data changes above or below a
threshold that you have set, use data alerts.
Let Power BI work for you
Power BI sends you an email when the value passes any upper or lower limit that you set.

Power BI can enable everyone—not just data specialists—with real insight into what is
happening. It allows you, as a consumer, to make better and more informed decisions.

In Power BI, you have the tools to explore and interact with the data to find answers to
questions and to discover new insights. Additionally, you can:
• ask questions by using natural language
• collaborate with your team
• share what you discover, and
• take action from your desk or on the go.

Power BI is straightforward and delivers powerful data-backed business intelligence to help

you answer questions, make decisions, track progress, make predictions, stay up-to-date on
a regular cadence, and much more.
 View Content
In
Power BI Service
Explore Power BI Home
When you sign in, Power BI opens
and displays your Home canvas, as
shown in the following figure.
Explore Power BI Home
Power BI Home offers three ways of locating and viewing your content. Though all three
accesses the same pool of content, they’re merely different ways of getting to that content.
Occasionally, searching will be the easiest and quickest way to find something. Other times,
selecting a tile on the Home canvas will be your best option.
1. The Home canvas displays and organizes your favorite and most recent content, along
with recommended content and learning resources. Each piece of content displays as
a tile, with a title and icon. Selecting a tile opens that content.

2. In the upper right corner, the global search box lets you search for content by title,
name, or keyword.

3. Along the side, is a navigation pane. On this pane, your same content is organized a
little differently, by Favorites, Recent, Apps, and Shared with me. From here, you can
view lists of content and select the one to open.
Home canvas
On the Home canvas, you can view all the
content that you have permission to use.
At first, you might not have much content,
but that will change as you start to use
Power BI with your colleagues.

Your Home canvas also updates with

recommended content and learning
resources.

As you work in Power BI, you’ll receive

dashboards, reports, and apps from
colleagues, and your Home canvas will
eventually fill in. Over time, it might
resemble the following Home canvas.
 Key metrics at a glance

As previously mentioned, on
your Home canvas, you can
view all the content that you
have permission to use.
Each piece of content is a tile,
and selecting a tile takes you
to that piece of content. For
example, selecting a tile for a
dashboard opens the
dashboard.
Most important content at your fingertips
Favorites and frequents
This top section contains links to the content you visit most often or that you’ve tagged as a 
favorite. Notice that three tiles have yellow stars meaning they have been tagged as favorites.
Most important content at your fingertips
Recents and My apps
The next section displays the content you’ve visited most recently. Notice the timestamp on each
tile. The My apps section lists apps that have been shared with you; the most recent apps are
listed here. You can select See all to display a list of all apps that are shared with you.
Most important content at your fingertips
Shared with me
Colleagues share apps with you, and they also share individual dashboards and reports. In
the Shared with me section, notice that there are five dashboards and one report that your
colleagues have shared with you.

Recommended apps
Based on your activity and account settings, Power BI displays a set of recommended apps.
Selecting an app tile opens the app.

Learning resources
At the bottom of the Home canvas is a set of learning resources. The exact resources that
appear depend on your activity and settings.
 Most important content at your fingertips
Explore the navigation pane
Use the navigation pane to locate and move between dashboards,
reports, and apps. Occasionally, using the navigation pane will be the
quickest way to get to content.

The nav pane is there when you open Home, and remains static as you
open other areas of Power BI.

The nav pane organizes your content into categories that are similar to
what you’ve already seen on the Home
canvas: Favorites, Recent, Apps, and Shared with me. However, to
view the most-recent content in each of these sections, select the arrow to
the right of the heading.

To open one of these content sections and display a list of all items, select
the heading.
The navigation pane is another way for you to find the content you want, quickly. Content is organized in a
manner similar to the Home canvas, but shown in lists instead of tiles.
 Most important content at your fingertips
Search all of your content
Sometimes, the fastest way to find your content is to search for it. Perhaps you’ve discovered a dashboard
you haven’t used in a while isn’t showing up on your Home canvas. You remember that your colleague,
Aaron, shared it with you but you don’t remember what he called it or whether it was a report or a dashboard.

You can enter the full or partial name of that dashboard and search for it. Additionally, you can enter your
colleague’s name and search for content that they've shared with you. The search is scoped to look for
matches in all the content that you own or have access to.
 Explore
With Dashboards,
Reports, And Apps
In Power BI
Dashboards
A Power BI dashboard is made up of tiles that,
together, tell a story. Because it's limited to one
page, a well-designed dashboard contains only
the most important elements of that story. You
can't edit the dashboard, but there are several
ways to use the data to monitor your business
and make data-backed decisions.

Suppose that you're the Marketing Manager for a

clothing manufacturing company named Van
Arsdel. The following Marketing and sales 
dashboard example provides you with a
high-level snapshot of your business. By viewing
this dashboard, you can monitor how your
company is doing versus the competition.
Dashboards
Hover to view details
Tiles on a dashboard are more than just pictures. Hover over a tile to view details about the data behind the
visual on both dashboards and reports.
Dashboards
Open a report from a dashboard
The tiles on your dashboard are visualizations from reports. Opening a report is as simple as selecting a tile.
The report opens to a page that contains the content that you selected.
Reports
Collapse the nav pane
The first thing you might notice is that the navigation
pane is still available for you to move around in Power
BI. Because you’re going to concentrate on the report
canvas at this time, collapse the navigation pane by
selecting the "hamburger"  icon.
Visit report pages
When you receive a new report, you'll want to
familiarize yourself with the data and insights it
contains. A good way to start is by visiting each of the
report pages. Report page names are now in a list in
a vertical pane. Select a name to display that page.
Each page has a different set of visualizations that tell
a story. In this example, the Sentiment page
compares how customers feel about the Van Arsdel
company and industry, by month and geography. After
a dip mid-year, the company’s positive sentiment is at
an all-time high.
Reports
Change report view options
Reports can be viewed on many different devices,
with varying screen sizes and aspects. By default,
Power BI sets reports to Fit to page, which means
you don't have to scroll, but the type might be small.

On the View menu, select Actual size to view the

information on the report at full size, but be aware
that you might need to scroll.

The View menu has many options that control how

your report page displays. Select the option that
works best for your screen size, the audience you
are presenting to, and your personal preference.
Reports
To meet your accessibility needs, use the High contrast colors option.
Reports
View bookmarks in your report

A report designer might give you alternative views of the same data. For example, while one view shows
data for the Central region, another view shows data for the Southern region, and a third for the Northern
region. By selecting a bookmark, you can switch between the three different views of the same report page.
Not all reports have bookmarks. To determine if your report does, open the Bookmarks menu.
Reports
Understand the way your report is filtered
When a colleague shares a report with you, be sure to look at the Filters pane. Filters let your colleagues
highlight specific data, usually by not showing all of the available information.

Remember, each report page is telling a story. To fully understand the story, you need to know if filters are
being applied and what those filters are.
Reports

The Filters pane shows the filters that are applied to the current report, report page,
and visual (if one is selected). In the following example, the column chart is selected.
Notice that there are three page filters (Segment, Year, Region), one filter applied to all
report pages (Date), and three visual filters (Manufacturer, Month, and Total Units YTD
Var %).

If the filter has the word All next to it, that means every value in the field is included in
the filter. On this page, all segments are included, and in the column chart, all months
are included. The Filters on the page Year is 2014 tell us that this report page only
includes data for the year 2014.
Enlarge a dashboard tile or report visual

Occasionally, you'll have a dashboard or report that is a little crowded. You can use Focus mode to zoom
in on one visual. Hover over the visual to reveal the action menu and then select Open in focus mode or
the
focus icon .

The visual fills the entire canvas, and you can still hover to view details and access the Filters pane.
Enlarge a dashboard tile or report visual

If the view isn’t large enough, open that same visual in full screen mode so that it fills your entire screen.
Notice that all the menu bars disappear, except for the Filters pane.
Enlarge a dashboard tile or report visual

This mode is often used for presentations because you can even display entire dashboards and entire
report pages in full screen mode.
 Collaborate
And
Share In Power
Bi
Sharing

This section explores how designers share content with consumers and how
consumers share content with others. Imagine that you’re a regional sales
manager and are working with other managers to prepare a presentation for
senior leadership. You and your colleagues will work in Power BI from start to
finish to collect, organize, analyze, and present your data-driven findings. Your
team will all use the same shared content and communicate with each other
within the Power BI framework.
Step 1: Power BI designers share content with
Power BI consumers 
Before you begin working on the presentation, you need content from your
designer coworkers. You can find this content through apps, dashboards, and
reports. Designers can share this content with you and the other managers in
several different ways:

• Share links to individual dashboards or individual reports.

• Send link to content
• Install content in your Power BI
• Post a Power BI app.
Step 1: Power BI designers share content with
Power BI consumers 
Designer shares a link to an individual report or individual dashboard

A designer may send you and

the other managers a link in
email. When you select the link
and install, that dashboard or
report will show up as Shared
with me content. As explained
in previous units in this
module, shared content can be
viewed from the nav pane
> Shared
with me and from the Home 
page.
Step 1: Power BI designers share content with
Power BI consumers 
Designer shares an app

Sometimes, it’s easier for a designer to package

dashboards and reports into an app, which they
share with you. With an app, all the related content
is simple to find because it’s all part of that single
app. Designers can share apps by sending an
installation link, automatically installing the app in
your Power BI workspace, or posting the app on a
website where you can get it.
No matter how the app is shared, it will show up in
Power BI under the Apps heading in the nav pane
and on the Home page.
Step 2: Consumers share content with
internal and external colleagues
As a Power BI consumer, you can also share content, provided that the designer
gave you reshare permissions.

If you decide to reshare any of this content, go to the Shared with me tab in the
navigation pane. If the Shared column contains the "share" icon, you can click the icon to share.
Step 2: Consumers share content with
internal and external colleagues

In the following figure, notice that two colleagues are internal

and the other two are not. External colleagues are never able
to reshare, even if the Allow recipients to share your
report check box is selected.
Add comments to a dashboard

When a dashboard is shared, everyone with

access to that dashboard can send messages to
each other, right there on the dashboard, by
using comments. The following scenario
explains the process of adding comments, and
then a
video at the end of this section illustrates the
process for you.

In this scenario, Cassandra has created and

shared a dashboard with her team. Instead of
sending a chart and message in email, she
shares a dashboard and adds a comment.

In preparation for the meeting on Monday, her entire team views the dashboard, reviews the updated
version of the report, and continues the conversation on the dashboard canvas.
Add comments to a dashboard
There are two types of comments: those about the dashboard in general and those about a specific visual.
The chart icon lets you know that this comment is tied to a specific visual. Selecting the icon highlights the
related visual on the dashboard.
Add comments to a dashboard

Get your colleagues' attention

Whether you're commenting on the dashboard or on a particular visual, grab your colleagues'
attention by using the at sign (@). When you type @, Power BI opens a drop-down list where
you can search for and select individuals from your organization. Any verified name prefaced
with @ appears in blue font.
Print from Power BI

A third way to collaborate and share is by printing. Occasionally, you might need to hand out
printed copies of your Power BI dashboards and reports, such as when you’re giving a talk at
a conference, submitting regulatory documentation, or presenting somewhere without a
network connection. To prepare, you want to print copies of the dashboards and reports, in
addition to a few specific tiles and report visualizations. 
 Print from Power BI
Print a dashboard
To print a dashboard, select Export from the upper left corner of the action menu and select Print this page.

Print a report
Reports can be printed one page at a time, or you can print all pages at once if you first export to PDF.
 Print from Power BI
Print tiles and visuals
Tiles and visuals are found on dashboards and reports. To print a single tile or a single visual, you’ll first need
to open it by itself. You can use the Focus mode and Full screen mode to open a dashboard tile or a report
visual by itself so that you can print it with Export, Print this page.
Export a Power BI report to PowerPoint
In Power BI, select a report to display on the canvas. You can also select a report from
your Home page, 
Apps, or any other section on the nav pane. Select Export > PowerPoint from the menu bar in Power
ABI.pop-up window will appear where you have the
option to select the Current values or Default
values. Most users select the Current values 
option, which exports the report in the current
state and includes the active changes that you
made to slicer and filter values. The Default
values option exports the original report without
the changes that you made.

When the export has finished, you can download

the file, open it with PowerPoint, and then modify
or enhance it just like you would any other
PowerPoint deck.
Find And View
Dashboards
And Reports
Scenario

Congratulations. You are the new sales manager at a

clothing manufacturing company named Van Arsdel.
Your first assignment is to view your sales and marketing
dashboard and reports.
 Procedure: Add the Sales and Marketing Sample app

01 Sign in to http://app.powerbi.com.

02 Select the Apps tab on the left.

03 Select the Get apps button

Select “Find more apps and consulting services at AppSource” link at the
04 bottom of the menu.

05 Search for Sales and Marketing sample.

06 Select the “Get it now” link and wait for the app to install.

From the Get started with your new app screen, select the Explore App button. The
07 app dashboard opens.
 Procedure: Open and view the dashboard and report

01 View the Marketing and Sales app dashboard.

02 Select one of the column chart or line chart tiles to open the
associated detailed report.

03 To return to the dashboard, select the back arrow in your browser.

 Procedure: Create an alert

From the Marketing and sales app dashboard, mouse over the Total

01 Category Volume tile (the upper left corner of the canvas), and select
the “…” (ellipses).

02 Select Manage alerts.

03 Select + Add alert rule.

04 Scroll down to the Threshold field and type in 49000.

05 Select the checkbox for At most every 24 hours.

06 Select the checkbox for Send me email, too.

07 Select the Save and close.

 Procedure: Add a comment on your dashboard

01 Mouse over the Total Units tile (top right), select

the “…” (ellipsis), and then select Add a comment.

02 Add a comment to the visual tile like, “Will we include the Winter
segment here?”.

03 Select the Post and then Close.

Next to the Total Units title, select the conversation icon that just appeared
04 to see your comment.
 Procedure: Report and accessibility display options

01 Select the Total Units tile to open the associated report.

02 From the upper menubar, select View.

The first three options control the display of your report. Select each of the three options
to learn how they work.
03 • To display your report page at the largest size possible without resorting to scrollbars,
select Fit to page.
• Too fill the entire width of the available space. Select the Fit to width.
• To view the report at the best resolution (and if you don’t mind the possibility of
double scrollbars), select Actual size.
There are several accessibility settings available from the View menu. These setting make
04 reports easier to consume by people with color blindness or other sight challenges. From
the View menu, select High contrast colors and choose one of the options. In the example
below, we’ve chosen High contrast #2.
 END
By: Jewel Anne R. Atanacio