Thank you for downloading and installing power BI desktop.
Welcome. The very first step to building data visualizations is
to get data.
We can do this from a variety of places
in desktop. You can use the get data button right
from this welcome screen.
Use the ribbon's data section to choose amongst popular or
recent sources,
or use the canvas watermarks.
But what if you don't have your own data?
You can use our sample data set to get started.
You can find our sample reports and datasets in our
documentation and save it to your machine.
Or you can use this handy button here for try
a sample data set.
When you click on try a sample data set,
you'll be given a choice to follow along with our
tutorial.
Or you can experiment on your own by choosing load.
Here you'll see the Navigator. When I click on an
item,
the Navigator provides a preview of the data,
so you can verify that you have the correct range
of data.
You'll also notice the numeric data types are italicized.
You have the option to transform or load the data
if you need to make any changes before loading,
transform your data now. To make visualizations easier to read
later,
I'd like to make a few modifications.
One of the top data cleaning steps users do most
often is changing data types.
In this case, the units sold are in decimal form.
It doesn't make sense to have a fraction of a
unit sold,
so let's change that to a whole number.
I'd also like to rename a column.
Let's shorten the column name from month name to just
month.
I can double click on the month name column or
use the right click menu and renamed to just month.
And the last change
I'd like to make is to filter.
We know the Montana product was discontinued last month,
so we want to filter this data from our report
to avoid confusion.
Alright, this looks great. Our data is ready for building
our report.
I'm going to save these changes by choosing close and
apply.
You'll notice as the data loads,
the field pane expands to display your data,
ready to build visuals to start on my report,
I first want to add a title,
so let's insert a textbox an add our title.
Now I want to create a line chart to see
which month and year had the highest profit from the
fields pane.
I drag the profit field to a blank area on
the report canvas and date to the same visual.
Power BI automatically creates a date hierarchy for me and
this is handy if I'd like to use a drill
through,
but I'd prefer to use just date for this visual.
Lastly, I swap the viz type to a line chart and
position it to where I'd like it in my report.
Next I want to create a map to see which
country had the highest profits.
I drag country and profit onto the canvas.
If I want to change this to a fancier map,
I can also find custom visuals through this...
menu, get more visuals and browse the app source marketplace
to add more visuals to Power BI desktop for our
next visual.
I'd like to create a bar chart to determine which
companies and segments to invest in. As another method to
insert a visualization,
I first choose clustered column chart,
then I drag. Sales to the values field well.
Product as what I'd like to show on the axis
and segment to the legend.
I'm going to reposition and resize this so it fits
below my other two visuals.
My last visual I'd like to add is a slicer.
Slicers are valuable tools for filtering the visuals on a
report page to a specific selection.
I select Slicer and choose the date field.
This time I want to use the date hierarchy so
I can select year and month only.
If I wanted to format each visual one by one,
I'd select a visual and use the format pane to
make edits like colors,
adding data labels or border.
But if I want to format all my visuals at
once,
I can change the theme from the View tab in
the ribbon and use the themes dropdown.
Wow, this looks great. Let's save this report.
I also want to be able to share and collaborate
with colleagues on this,
so I'll need to publish my report up to the
Power BI service.
Here I choose the workspace destination like my workspace and
publish.
When I open my report in the Power BI service,
I can see what my report readers will see. I
can also interact with my report if I want to
see just a particular country's data
I can cross highlight by choosing a country from the
map.
Or I can use my slicer to filter to just
2014's data and you'll see all the other visuals update
according to my selection.
OK, it's time to share my insights with others. At
the top,
I select the share button and here I can type
in email addresses for one colleague or a whole group
to view and access my report.
Woohoo! You just learned all the basics to get
started with Power BI Desktop.
Get data, transform data, build and format visuals,
save, publish and share. As you embark on your Power
BI journey,
our community is a great resource to ask questions and
interact with others.
You can also suggest an vote on new feature ideas
on our ideas site.
Thanks for watching!