Explore Data In Power BI

ANGELES UNIVERSITY FOUNDATION

College of Computer Studies
 What is in this module?

o Introduction to the Power

BI service
o Quick insights in Power BI
Introduction o Create and configure a
dashboard
Learning Objectives o Ask questions of your data
with natural language
o Create custom Q&A
suggestions
o Share dashboards with
your organization
o Display visuals and tiles in
full screen
Course Description HERE
o Edit tile details and add
widgets
o Get more space on your
dashboard
 Introduction
To The Power BI
Service
Introduction To The Power BI Service

The Power BI service is the natural extension of Power BI Desktop, and you can use its features for
uploading reports, creating dashboards, and asking questions of your data by using natural language.
Additionally, you can use the service to set data refresh times, share data with your organization, and
create customized service packs.

Sign in to the Power BI service

Before you can sign in to Power BI, you'll need an account. To get a free trial, go to app.powerbi.com and
sign up with your email address.
Quick Insights
In Power BI
Quick Insights In Power BI

From the Datasets section, select the ellipsis beside the dataset that you're interested in and then
select Get quick insights.
Quick Insights In Power BI

When you select Get quick insights, Power BI searches the data for patterns. After about 15 seconds, the
notification changes to let you know that Power BI found some insights.
Quick Insights In Power BI

When you select the View insights button on the notification, you're presented with a page of visuals. You
can scroll down through the page to view and consider the visuals.

As with any other visual, you can interact with the

visuals on the Quick Insights page. You can also
pin any of them to a dashboard or filter to
uncover additional insights.

With Quick Insights, you can let Power BI do the

work to spot outliers and trends in your data. Use
those findings in your dashboards or continue to
refine and filter to get to the insights that you
need.
 Create
And
Configure
A Dashboard
Create and configure a dashboard

Dashboards in Power BI are one-page collections of visualizations that are created from within the Power BI
service. You can create dashboards by pinning visuals from reports.
Pinning a visual to a dashboard is a lot like pinning a picture to a corkboard on a wall, where the visual is
pinned to a particular spot for others to see. To pin a visual, open its report on the Power BI service. Hover
over the visual that you want to pin and select the pin icon.
 Create and configure a dashboard

You can select a destination dashboard for the visual from the drop-down menu or create a new dashboard.
You can pin visualizations from multiple reports and pages to a single dashboard, allowing you to combine
different datasets and sources into a single page of insights.
 Create and configure a dashboard

On dashboards, you can add any sort of visualization, including graphs, maps, images, and shapes, by
pinning them. After a visual has been pinned to a dashboard, it's called a tile.
Your dashboards appear in the Dashboards section on the left side of the Power BI service. Select a
dashboard from the list to view it.
 Create and configure a dashboard

You can change the layout of visuals on a dashboard however you'd like. To resize a tile, drag its handles in
or out. To move a tile, simply select and drag it to a different location on the dashboard. Hover over a tile
and select the pencil icon to open the Tile details form, where you can change information in the Title or 
Subtitle fields.
Select a dashboard tile to view the report
from which it originated. You can also
change that link by using the Set custom
link field on the Tile details form.

You can pin tiles from one dashboard to

another, for example, if you have a
collection of dashboards and want to create
one summary board. The process is the
same: hover over the tile and select the pin
icon. Dashboards are simple to create and
to change. You can customize your
one-page dashboard to show exactly the
information that it should.
Ask Questions
Of Your Data
With
Natural
Language
Explore Q&A

You can use Q&A to explore your data by using the intuitive, natural language capabilities of Power BI and
receive answers in the form of charts and graphs.
Ask a question
Ask a question about your data in Q&A by using natural language. Natural language refers to the ordinary
language that humans use to communicate with one another every day. An example would be, “What are
the total units by region?”
Ask a question
Q&A is available on dashboards and reports in Power BI. Go to the dashboard and place your cursor in the
question box to open the Q&A screen.
Ask a question
If the visuals' axis labels and values include the words sales, account, month, and opportunities, then you
can confidently ask questions. For example, "Which account has the highest opportunity" or "Show sales by
month as a bar chart."

Other helpful items are provided on the

side of the screen. For each dataset, Q&A
shows you keywords and occasionally
shows you some sample or suggested
questions. Select any of these to add
them to the question box.

Another way that Q&A helps you ask

questions is with prompts, autocomplete,
and visual cues.
Q&A visuals
Q&A picks the best visual based on the data that is being displayed. For example, numbers might be
displayed as a line chart while cities are more likely to be displayed as a map.

You can also tell Q&A which visual to use by adding it to your question. Q&A will prompt you with a list of
workable visual types. By using the previous example, you could ask, "What are the total units by region by
pie chart?"
 Create
Custom Q&A
Suggestions
 Create custom Q&A suggestions
Users will see your suggested questions when they ask a question.

To add your own questions, select the ellipsis next to the dashboard that
you want to use. Select Settings from the menu. You can completely
disable the Q&A search input box from the Dashboards section of the 
Settings page.
Create custom Q&A suggestions
To add questions, select the Datasets section. All
datasets that are associated with the dashboard
are displayed. Select the dataset that is
associated with your dashboard from the list,
select Featured Q&A questions, and then select
the Add a question link. Enter your question or
prompt into the input box and then select Apply.

When anyone selects the search input box,

they'll see your suggested entries at the top of
the prompt list. Custom questions are a
valuable
way to get dashboard users to think about the
type of data that is available and how to best
use it.
 Share
Dashboards
With Your
Organization
 Share Dashboards With Your Organization
Power BI reports help you find data, collect it in a data model, and build reports and visualizations.
These features are even more powerful when you share your insights with others in your
organization.
To share a dashboard, open it in the Power BI service and select the Share link in the top left-hand corner.
 Share Dashboards With Your Organization

From the Share dashboard page, select the Share tab. In the 

Email address field, enter the names of people whom you'd like to
grant access to your dashboard. You can also copy and paste
email addresses into this field, or you can use a distribution list,
security group, or Office 365 group.

If you select the Send email notification to recipients check box,

then your recipients will receive an email with a link to the shared
dashboard. You can add an optional note to the email.

Anyone whom you share a dashboard with can see and interact
with it exactly as you do. However, they have read-only access to
the underlying reports, and they have no access to the underlying
datasets.
 Display
Visuals And Tiles
In
Full Screen
Display visuals and tiles in full screen
Hover over a dashboard tile and select the ellipsis to see possible actions for the tile. Select Open in focus
mode to expand the tile to encompass the full dashboard space.
Display visuals and tiles in full screen
Focus mode allows you to see more detail in your visuals and legends. For example, some of the columns
might not be shown because of the space that is available in the tile.

In Focus mode, you can pin the

visual directly to a different
dashboard by selecting the pin
icon. To exit Focus mode, select
the Exit focus mode icon in the
top-left corner.

The process is similar when you

are viewing a report. A visual is
still interactive in Focus mode,
though you will temporarily lose
any cross-filter effect between
visuals.
 Edit Tile
Details And Add
Widgets
Edit tile details and add widgets
To modify a tile, hover over and select the ellipsis to see the choices that are shown in the following
screenshot.
Edit tile details and add widgets
Select the pen icon to open the Tile details pane. From this
pane, you can change the tile's Title, Subtitle, or include its last
refresh time.

By default, when you select a dashboard tile, you're redirected

to the report from which it originated. To change this behavior,
use
the Set custom link field on the Tile details pane. One popular
use of this feature is to redirect users to the organization
homepage when they select a logo image.
Add images and text to your dashboard

You can also add tiles that contain images, online videos, text boxes, or web content. When you select the 
Add tile link in the upper-left corner of a dashboard, the Add tile dialog box appears.

When you add a text box, for example, a Tile

details pane appears on the right side, where
you can edit details. A section is also
available for you to define or modify the tile
content, such as a rich text editor for a text
box.

With tiles and the ability to edit details, you

can customize your dashboard and make it
appear how you want.
 Get
More Space
On Your
Dashboard
 Get more space on your dashboard

The easiest method to display

your entire dashboard in one
screen is to select the Full
Screen Mode button in the top
right-hand corner of the
dashboard.

Selecting the Full Screen

Mode button removes all
chrome elements from around
the dashboard, which
Increases the amount of
viewable space.
Get more space on your dashboard
From within Full Screen Mode, you can select Fit to Screen to shrink all your tiles to a single screen. This
mode without scrollbars is commonly called TV mode and is useful for giving presentations.
Get more space on your dashboard
You can also collapse the navigation pane on the left-hand side of the page by selecting the hamburger
icon. To expand the navigation pane, select the icon again.

You can ensure that a dashboard will always

have a collapsed navigation bar by appending
the following to the end of the URL:

?collapseNavigation=true

Users who follow that link will open the

dashboard with a collapsed navigation bar.
 END
By: Jewel Anne R. Atanacio