power bi training notes

Dashboard and app

Dashboard has only tiles, which include reports, its only a navigation tool

App is only a container brings you to the power bi workspace

App is how to push reports to enterprise. App controls permissions.

publish datasets

Can publish datasets for others to drag and drop to create reports.

ArcGIS example

  don't sign in unless you have a ArcGis licence

  drag postcode as Location

  drag count value as Color

  click the 3bar config at the top left corner

  go to layers (the 4th)

  click the 3 dots

  go to location type

  select boundaries instead of points

  choose postcode 4

  choose Australia as the country

  to change color

  back to the 3 dots

  choose Symbology

  hover over Counts and Amounts

  click the config wheel thing

  change color ranges, etc.

Interaction between visuals

 When choose something in a visual, the other visual is filtered when there is a relationship between the two datasets

When click say Visual A, the other visuals B, C, D ,etc  show 3 icons (filter, highlight, None) at top right above the visual.

Choose filter if need to filter other visuals by the selection

Choose highlight to show only the selected item in other visuals

Choose None to remove the interaction between visuals

Bar chart sort and top N

   sort, choose the 3 dots at the top right corner of the visual, sort axis

   top N

  select the visual

  Filters on this visual

  Filter type -> Top N

  Set the By Value (ie the filter by value)

  apply filter

Create dashboard from workspace

In Powerbi workspae

Click a visual on the report

The icons above the visual has a Pin option

Click pin

It creates a dashboard

Dashboard is pretty much with a list of visuals pined from different reports as a shortcut

From the 3 dots of the pinned visual on a dashboard, there are many options, one is manage alerts. You can create alert rules to monitor some figures, and send emails if needed

Scheduled dataset refresh

Hover over the dataset file in my workspace

Go to the second icon / setting

Go to schedule refresh

 it needs the gateway connection set up by IT

 never use personal gateway (installed on personal computer)

 set the refresh schedule

 ask admin to set up the gateway

To connect to on prem resources, we may need a gateway in the dataset setting

If the powerbi service already can connect to the data source, no need for the gateway, just setup the data source credentials and the scheduled refresh should show up.

Depending on the licnese type, the allowed refresh rate is different, e.g. 48 times per day for premium

Create an app

1 create a new workspace

2 publish multiple reports to the workspace

3 go to the workspace

4 create app

5 'include in app'