What is Power BI Desktop?

Power BI Desktop

Power BI Desktop is used by professionals and analysts who create data visualizations and reports to share with their colleagues – these people are known as business intelligence professionals or analysts.

The installation wizard offers many customization options, such as automatically launching BI Desktop upon completion of installation. However, before doing so, you must accept the license agreement first.

Connect to data

Power BI Desktop is an application designed for creating reports with customized visuals to analyze business data. Featuring drag-and-drop features to transform raw information into charts, maps, and graphs; additionally it allows you to create dashboards and live reports from visualizations you have developed using custom visuals you have designed; additionally it uses Power BI service so your visualizations can be shared among various users within an organization.

This app features various data connections, such as SQL Server, Azure and cloud services. You can select your data source in either the Home group of the ribbon or via Get data icon in navigation bar; depending on its nature you may be required to provide credentials or other forms of verification information before proceeding further.

Once connected to a data source, select the tables you would like to include in your semantic model and load them using Power Query Editor. Next use Data Transformation features such as changing column names, adding new columns and pivoting data from various formats into pivot tables as well as creating calculated columns and measures before finally adding aggregations to your model.

After creating a report using Power BI service, it can easily be published to Power BI Desktop so other members in your organization can view and interact with it. The process is straightforward with an in-app wizard offering guidance along the way – you may even choose not to sign in!

At first use, Power BI will prompt you to sign in using your Microsoft account and log-in with either your email or login details; or you can simply choose not to. In either case, recommendations will appear that result from searches performed or promoted by others within your organization.

The Data hub presents all of the workspaces you belong to and all shared semantic models for which you have Build permission in any workspace. You can filter by workspace, name, owner, refresh time and sensitivity; filtering for keywords or searches will also work; live connections allow users to see field names and values instantly; this makes visualizing large semantic models much simpler as reimporting would become impractical over time.

Build a data model

Data modeling is the practice of visualizing connections among various data structures. Although this practice is prevalent among data warehouses and relational databases, Power BI users who want to create self-service business intelligence reports also can utilize it. Power BI Desktop offers several ways for creating data models: Data View, Modeling option and DAX expressions are among them. Specifically, the Data View is an intuitive visual way of representing your data that makes identifying relationships between tables easier, while you can drag columns from one table to the next and edit relationships using Manage Relationships tool if needed.

To create a new relationship, click the Add Relationship button in the Manage Relationships tab and a window will open that allows you to build and modify data relationships. By default, relationships should attempt to be created based on what data has been selected, however sometimes this may not be possible so manually creating and editing relationships can also be done if necessary.

Once your data modeling is complete, the Report Canvas opens up for visual creation. Power BI Desktop provides various types of visuals – graphs, maps and KPIs among them – which allow you to visualize raw business data and gain insights into your organization’s performance. Once complete, these visuals can then be turned into reports or dashboards using drag-and-drop features; you may even create customized visuals which then feature in live reports or dashboards!

It is crucial when creating reports in Power BI to only load the information necessary. Doing this can reduce CPU and memory requirements for running the report. For instance, you might consider eliminating redundant fields like Row ID that stores unique identifiers for transactions within an Orders table – such as Row ID that stores unique IDs of each transaction within Orders table as these would bloat your model. It would also be wise to consult the business users of your report and find out what historical information they require viewing.

Create visualizations

Power BI Desktop is a business analytics tool that enables users to connect to data sources, transform and clean them, create interactive reports and dashboards as well as creating visualizations. Visualizations provide powerful ways for people to comprehend data more easily and make more informed decisions.

As soon as you create a report in Power BI, it will come equipped with an initial visual. To change this default visual, simply access the Visualizations pane on the right of your screen and choose another from there or create your own with Create visual icon – once selected it will appear on report canvas.

If you want to add custom visuals to a report, first install Power BI tools and enable Python support. Once that has been accomplished, run a Python script which will transform datasets and create visualizations before importing the results back into your Power BI workspace.

Create a Custom Visual is an accessible process, yet requires some technical know-how. One approach is using built-in Power BI visuals from the Gallery as starting points – these visuals can then be tailored further by adding or subtracting fields or data, and even customized according to your audience’s specific requirements.

One way of creating custom visuals is using the Power BI developer tools, a set of extensions for Visual Studio Code that allow you to develop and deploy customized visuals for Power BI. You can create sample visuals in order to experiment using the Visuals Playground; additionally, testing custom visuals should take place throughout their development process to ensure accuracy and performance.

Once you have constructed a data model and visualizations, Power BI provides an easy way to create dashboards and reports using real-time reporting technology. Once these reports have been shared with others, Power BI allows them to be combined into single dashboards which can then be displayed real time on screens around you.

Create reports

Power BI Desktop is an impressive tool for creating reports and analyzing your data, offering easy ways to import spreadsheets, databases or Web sources and connect them with visualizations to quickly create reports in minutes. The process itself can also be completed quickly using Power BI’s wizard interface – simply follow these simple steps!

As part of creating a report, you have several options for how it should appear: All visuals on one or multiple pages may be presented together or mixed up within each report page itself, with cover pages available for any specific pages that need extra space or customization – such as changing its layout by changing headers/footers or background colors – while page navigation bars at the bottom allow for quick selection of specific pages from within your report.

Visualisations Pane enables you to easily create different types of visuals such as charts, tables and maps. Furthermore, new Visualizations panes may be created for additional fields and visuals to be added later. Format Pane can also be used to alter formatting of your visuals while applying filters or slicers; and using Modelling Tab & Formula Bar you can generate calculated columns & measures as well.

Power BI Desktop reports can be viewed in both Reading and Editing views, pinned directly onto dashboards for monitoring data, or downloaded and saved locally as PDF files for offline use; however, reports based on semantic models in another workspace must first be uploaded via Power BI service for publishing before being downloaded locally.

As you design a report, it’s essential to keep user experience in mind. For example, avoid randomly positioning visuals on the page as this could distract users and hamper their ability to extract insights. In addition, text formatting must be utilized correctly by avoiding large, bolded and underlined texts as this creates visual noise that disrupts readability and reduces visual noise. Furthermore, try not to overstuff each page with too many visuals that might make understanding what they’re seeing more difficult for users.

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