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 Power BI Q&A
05 Dashboards 06
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Agenda
07 Quick Insights in 08 Row-level Security
Power BI
09 Sharing Reports 10 Paginated Reports
and Dashboards
Introduction to
11 Report Server
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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 Reports Workbooks Datasets
Dashboards are created Here, we will see the We can directly import When we publish a
by pinning visuals from reports in alphabetical workbooks into the report, datasets used in
reports, such as bar order, which we Power BI Service the report will be
charts, pie charts, etc. published from Power workspace to access displayed under the
BI Desktop the data and the Datasets section
reports 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 Both Power BI Service
• 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
Power BI Service
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
Power BI Service
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
Power BI Service
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
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
information should relevant and related
be placed on the top data in the dashboard
of the dashboard
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Demo: Creating a
Dashboard
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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 Review questions It allows us to teach Multiple conditions
not support object- show questions the words it has not on a single Q&A are
level security with against our data recognized yet but not supported
any type of data model only for up supports only the
to 28 days import mode
01 02 03 04
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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
04 connections are supported
RLS supports datasets created on Power BI Desktop.
05 If 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
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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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