2023-05-30 10:50:34
If you want to learn and become familiar with Microsoft Power BI, in the following lines we will tell you everything you need to know.
Power BI has become one of the most important services for companies, since facilitates and optimizes the management, analysis and processing of large amounts of data. In addition, it allows access to said information from anywhere, not necessarily from the office. However, not everyone knows the benefits and how to effectively use this Microsoft tool.
It is likely that know all the attributes and comforts that Excel offers to handle data tables through its formulas and special functions that you should know. Power BI is a service that goes a step further, since it is also compatible with this file format, allowing you to view spreadsheets and even graph the information in a more advanced way than you can do with a basic Excel guide.
We have prepared a kind of tutorial for beginners in which we will tell you and explain how you can do basic and essential tasks of the company with Power BI, starting with how you can sign up for the service.
How to sign up for Power BI
It is important that, first, you sign up for this Microsoft service for companies
In order to start and enjoy all the tools and possibilities offered by Power BI from Microsoft, it is necessary, first, to register on the platform with a user account.
It is important to note that the Power BI service is paid, since it integrates advanced functions and you must subscribe to access them. However, there is also the possibility of registering and obtaining a trial version for two months (60 days), allowing you to know everything that this platform offers so that you can decide and contract the service.
Date de alta en Microsoft Power BI
If you click on this button, it will take you directly to the Microsoft Power BI interface where you will have to enter your educational or professional email. This way, the platform will check if there is an account with those credentials to give you access. And if it does not find any, it will allow you to register as a new user.
By having your Power BI account, it will be free, with many features cut. For unlock your full potentialyou must access your profile on the platform and click on any of the options, either Buy Pro version o Try paid features for free.
How to get the data into Power BI to create a report
Microsoft Power BI allows you to quickly obtain data to create a report with its content
Now that you have signed up for the Power BI service, the next thing is to obtain the data with which you you can create reports, transform into graphs and much more.
Assuming that the first thing you want to do in Power BI is create a report, then you should know how to collect that essential data to carry out this task. And we will explain this to you below, although you should know that the desktop version (Power BI Desktop) integrates many more features than the web version.
- From the interface of your Power BI panel, after having entered with your data, you must click on my work area.
- In this menu, you will have to click on the option Nuevo and then in upload a file.
- Now an interface will open Get information.
- You must see the section create content and then you click on Filesafter in local file.
- The next thing you should do is navigate through the directories on your PC until you find where you have the Excel document.
- If you don’t have this spreadsheet tool, you can download it for free along with Microsoft’s office suite.
- When you have found the Excel document, it is best to click on the option Matteras it will allow you to have the data more comfortably.
- Now that you have imported the document, what you have to do is select it and click on the icon with the three vertical dots to access more options.
- From this contextual menu, click on create report.
- You must click on the option reading view that is in the top bar of the interface to preview how the document will look when shared with your colleagues.
How to create charts in Power BI from a report
You must learn to create graphs from the data in the report, as it will be very important when analyzing the information
You already know how you can get the data into Power BI, which is a pretty straightforward process. However, with this information, you may want to convert the report data to charts to get a better view of the content and even make decisions.
Power BI makes it easy to create charts from a report, so all you have to do is follow the steps that we will list below. In addition, it is advisable that you explore and look at all the sections and menus of the interface of your control panel.
- The first thing you should do is position yourself in the report editor.
- Now in the dashboard Camposwhich is on the right side, you must click on it.
- Then, click on the field Gross sales and in Date.
- After doing this, you must access the control panel visualizationswhich has a line chart icon.
- You can use any of the chart types that are available in this section.
- Plus, you can pin any of these formats to the dashboard for quick access whenever you want. You do this by holding the cursor over the option and clicking where it says Anchor.
- Because you are creating a new graph report, the system may prompt you to save the changes to the file and give it a name.
- Then, it will begin to analyze and visualize all the content of the report to display it in the format of the graph that you have selected.
- You can also name this report with the option new panel and save it as you want.
- From your main panel you will have access to the graph report that you have created and if you open it, you will be able to view the graph data.
- And if you have made a mistake in any value, you can edit the document through the additional options.
Quickly access specific data with the Power BI Q&A feature
This is what the section looks like to ask questions related to the data you have entered and that allows you to explore them quickly
One of the most interesting functions that you can find in Microsoft Power BI is the one that allows you to ask questions to quickly explore the data. Obviously, for this, you will need to design a question with natural language and related to the data that is on the platform.
- To access this function, you must return to my work area.
- Now, you select the panel that you have created with the data.
- Then click on the option Ask a question about your data.
- When doing so, you will notice that it offers you some suggestions that you can use.
- Depending on the question you ask, you will get a specific answer, because if you ask for the average sales, a value will be returned.
- You can pin responses to quickly view them.
How to modify the layout of dashboard icons in Power BI
If you feel that the visual distribution of Power BI content is not the most appropriate and you notice that space is not being used correctly in the interface, you should know that you can modify the position of the icons.
- You must select and drag the icon you want, such as the sales line chart, to another position that you feel fits better.
- Then, you must press the additional options of said icon to access the contextual menu and edit details.
- Here you must give the icon a new name so that it is saved correctly in the new position.
1685448335
#Power #tutorial #beginners