Module 6 – Power BI Service

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 Agenda
Introduction to Comparing Power BI
01 02 Desktop with Service
Power BI Service

Features in Creating
03 Dashboards 04 Dashboards

Designing
05 Dashboards 06 Reports vs Dashboards

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 Agenda

07 Power BI Q&A 08 Quick Insights in Power BI

09 Row-level Security 10 Sharing Reports and Dashboards

Paginated Reports 12 Introduction to Report Server

11

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Introduction to Power BI
Service

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Introduction to Power BI Service
Power BI Service, also referred to as Power BI Online, is a Software-as-a-Service (SaaS) part of Power
BI

Power BI Service is a web portal for publishing reports, building dashboards, and sharing data
with other employees in an organization

Create Ask
Dashboards Questions
Publish
Reports Share

Power BI Service

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Introduction to Power BI Service
When we sign in to the Power BI Service portal, we will get a personal space called My Workspace, and this
workspace consists of the following areas:

Dashboards Report Workbooks Datasets

Dashboards are created by
pinning visuals from
reports, such as bar charts,
pie charts, etc.
It is a multi-perspective view
into a dataset, with visuals
that represent different key
insights from that dataset. It
can have
single visual or have
pages full of visual
We can directly import When we publish a
workbooks into the report, datasets used in
Power BI Service the report will be
workspace to access the displayed under the
data and the reports Datasets section
alphabetically

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Introduction to Power BI Service
The Power BI Service portal also has an App Workspace, which enables us to share dashboards and
reports with our colleagues

We, first, add our reports and dashboards to the app and then share
the app with the others in our organization

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Comparing Power BI
Desktop with Power BI
Service

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Comparing Power BI Desktop with Power BI Service

Power BI Desktop Power BI Service

Both

• Many data sources • Reports • Some data sources

• Transforming • Visualizations • Dashboards
• Modeling • Security • Apps and workspaces
• Measuring • Bookmarks • Sharing
• Calculated Columns • Q&A • Paginated reports
• RLS creation • R visuals • RLS management
• Filters • Gateway connections

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Dashboards

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Dashboards
A Power BI dashboard is a single page, known as a canvas, that uses the most important
element in a report to tell a story

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Dashboards
Visualizations used in a dashboard are known as tiles and are pinned to the dashboard by
report designers

Dataset 1 Report 1

Dashboard
Dataset 2 Report 2

Dataset 3 Report 3

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Features in Creating
Dashboards

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Features in Creating Dashboards

Pin a Live Page

We can pin a complete report page to a dashboard
as a single tile item

Pin from Dashboard

We can pin a tile taken from one dashboard
into another dashboard

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Features in Creating Dashboards

Dashboard Sharing
We can share or unshare dashboards with other
users, and these dashboards will be read-only for the
recipients of the shared invitation

Focus Mode
To get a greater detail of the dashboard, we can
use the focus mode.This works equally with all the
visuals in the dashboard

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Features in Creating Dashboards

Fullscreen Mode
Power BI dashboards can be displayed in full
screen, which is ideal for presentations and TV
screens

Last Refresh
Items used in a dashboard can display the last
updated date and time, which ensures that all the
users have the most up-to-date figures

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Features in Creating Dashboards

Favorite Dashboard
We can make a dashboard ‘favorite’, so we can access
it anywhere from Power BI Service

Featured Dashboard
A featured dashboard is also like a favorite
dashboard but is given the status of being the first
dashboard as soon as we login

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Designing Dashboards

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Designing Dashboards

Customizing Visuals Focusing on Audience Formatting Visuals

Use colors, layers, and Design dashboards Use bigger visuals for
borders to enhance and focusing on the end user showing the most
group related visuals important data

Positioning Storytelling
Most important Place only the relevant
information should and related data in the
be placed on the top dashboard
of the dashboard

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Demo: Creating a
Dashboard

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Dashboards vs Reports

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Dashboards vs Reports

Capability Dashboards Reports

Pages One page One or more pages

Data Sources One or more datasets Single dataset
Cannot be filtered or slice. In
Filtering focus mode, filtering can be Yes
done a dashboard tile, but you

can't save the filter.

Drilling down in Visuals Only if an entire report page is Yes

pinned to a dashboard.
Available in Power BI desktop No Yes
Q&A Yes Yes

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Power BI Q&A

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Power BI Q&A
Power BI Q&A helps us ask questions about our data using natural language query

Power BI Q&A also helps us phrase our question, provides

auto-complete, restates question, and corrects spelling

Free

Interactive Fast

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Power BI Q&A
Q&A supports wide range of questions, including but not limited to the
following:

01 Return the Top N

Sort Results 02

03 Compare Data

Provide a Filter 04

Use Complex
05
Aggregations
View Trends 06

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Power BI Q&A

Limitations of Power BI Q&A are the following:

Data Sources Review Questions Teach Q&A Multiple Conditions

Power BI Q&A does not
support object- level
security with any type
of data
Review questions show
questions against our
data model only for up
to 28 days
It allows us to teach the
words it has not
recognized yet but
supports only the import
mode
Multiple conditions
on a single Q&A are not
supported

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Demo: Q&A on Dashboards

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Quick Insights in Power BI

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Quick Insights in Power BI
The Quick Insights option helps us create dashboards quickly and explore insights that we might
have missed

Here, the visualizations are produced in a special canvas that has

up to 32 insight cards with a small description of each

Datasets Quick Insights Visualizations

Quick Insights does not work with DirectQuery; it only works with the data uploaded into Power BI

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Quick Insights in Power BI
To optimize our data for Power BI Quick Insights, we have to follow the below:

Hide the unnecessary columns and unhide the

interesting ones

Use a mix of data types such as

names, numbers, time, etc.

Avoid columns with duplicate information

that wastes our valuable time, which can
be used for searching meaningful patterns

If our data model is simple or doesn’t have much data,

then we might get an error, so we must use statistically
significant data

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Row-level Security

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Row-level Security
Row-level security (RLS) in Power BI can be used to restrict data access for the specified users

Filters are defined within the roles that restrict the data access at the row level

Define roles and rules in

Power BI Desktop

Validate the roles in Power BI Desktop

Add/Remove members to/from the

role in Power BI Service

Validate the role in Power BI Service

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Row-level Security
Limitations of row-level security:

01 To use RLS, we need a Power BI Pro subscription

02 Roles created in Power BI Service have to be

recreated in Power BI Desktop

03 Cortana and Q&A do not support row-level security

Only imported data and direct query connections are

04 supported

RLS supports datasets created on Power BIDesktop. If

05 it is in Excel, we need to convert it into a .pbix file

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Demo: Row-level Security

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Sharing Reports and
Dashboards

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Sharing Reports and Dashboards

These are some of the ways to share reports and dashboards in Power BI:

Share Reports and

Collaborate Share Data
Dashboards

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Sharing Reports and Dashboards

When teams work together, they need access to the

same documents so that they can collaborate easily

Collaborate

Collaborate in workspace

Collaborate in Microsoft Teams

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Sharing Reports and Dashboards

We can share Power BI reports and dashboards with others

to access the content, but we need a Power BI Pro license to
share our content

Share Reports and

Dashboards
Annotate and share from Power BI mobile app

Distribute insights from the app

Embed in secure portals

Publish to public sites Print

or save as PDF

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Sharing Reports and Dashboards

When you create a report with a data model that everyone should
use, you can save that report to the Power BI service.Then they can
build their reports on your dataset.

Share Data

Share datasets

Create dataflows

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Paginated Reports

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Paginated Reports

Paginated reports are formatted to fit well on a page and are designed to be printed or shared

Paginated reports are also called pixel perfect because we can control the
layout of the report page exactly

Power BI Report Builder is the standalone tool for authoring paginated

reports for Power BI service
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 Paginated Reports

Source: Microsoft.com Copyright Intellipaat. All rights

Introduction to Report Server

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Introduction to Report Server
Power BI Report Server is the on-premises location for publishing our reports, creating
dashboards and apps, and sharing data with others in our organization

There are two ways to purchase Power BI Report Server

Ways Purchasing Power BI Premium

Purchasing SQL Server

Enterprise Edition

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 Introduction to Report Server

The entry to Power BI Report Server is a secure web portal, which can be viewed
in any of the modern browsers

The content of a web browser is organized in a traditional folder

hierarchy: Power BI Reports, Mobile Reports, Paginated Reports, KPIs,
and Excel Workbooks

We can find the shared datasets and data sources

in their respective folders

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Introduction to Report Server
Power BI Report Server and Power BI Service have many similarities and some key
differences too

Features Power BI Report Server Power BI Service

Hosted on-premises or on Hosted on the cloud
Deployment the cloud

Real-time Streaming

Dashboards

Q&A

Quick Insights

Paginated Reports

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