Power BI - Consulting and using a Dashboard Tutorial
In this video, you will learn about consulting and using a dashboard in Power BI.
The video covers how to set a specific dashboard as featured when launching Power BI, add dashboards to favorites for easy access, and subscribe to dashboards to monitor their activity.
It also explains how to use natural language to ask questions of your data and provides tips on editing visuals in Power BI.
This tutorial will help you effectively utilize dashboards and enhance your data analysis skills.
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Power BI - Customising your Visuals
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Creating a Report
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Introduction to Power Bi
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General Introduction
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Create dynamic visual title using the Selected Value function
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Introduction to Power BI Desktop
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Recovering your Data from different sources
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Introduction to Power BI Building Blocks
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Create slicers
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Create quick measures
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Preparing, cleaning and transforming your Data
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Introduction to Power BI Mobile
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Creating your Datasets
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Customising your Visuals
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Use the drill down filter
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Conditional formatting
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Manipulating tiles in a Dashboard
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Calculate function
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Turn on the drill down feature
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Sharing and publishing your Dashboard
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Manage interactions
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Customising your Report
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Manage relations between data sources
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What are measures?
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Creating a Report
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Create a PivotTable report manually
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Sort, filter, summarize and calculate your PivoteTable data
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How to track and monitor values with the Watch Window
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Create a PivotTable and analyze your data
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Recovering your Data from different sources
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Preparing, cleaning and transforming your Data
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Creating your Datasets
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Customising your Visuals
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Manipulating tiles in a Dashboard
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Improved version history
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Sharing and publishing your Dashboard
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Customising your Report
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XLOOKUP (Advanced metrics)
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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Check and share your form results
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XLOOKUP (Basic metrics)
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Optimize Meetings with Viva Insights
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Summarize Your Notes with Copilot
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Receiving a briefing email from Viva Insights
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Draft Content Based on an Existing Document with Copilot
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Summarize Your Email Exchanges with Copilot
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Summarize the Content of a Note with Copilot
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Copilot in Teams Conversations
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Copilot After Teams Meetings
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Analyze and Write Content Based on a File
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Copilot During Teams Meetings
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Tracking changes in a Loop page with Copilot
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Analyzing a OneDrive file with Copilot
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Guide to Using the Microsoft Authenticator App
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Turn on Multi-Factor Authentication in the Admin Section
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Manual Activation of Multi-Factor Authentication
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Concept of Multi-Factor Authentication
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Share a document with copilot
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Configurate a page with copilot
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Use Copilot with Right-Click
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Draft a Service Memo with Copilot
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Extract Invoice Data and Generate a Pivot Table
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Formulate a Request for Pricing Conditions via Email
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
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SharePoint: Automate File Movement to an Archive Library
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Share Power Automate Flows
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Leverage Variables with Power FX in Power Automate
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Understand the Concept of Variables and Loops in Power Automate
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Create an Approval Flow with Power Automate
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Create a Scheduled Flow with Power Automate
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Create an Instant Flow with Power Automate
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Create an Automated Flow with Power Automate
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Create a Simple Flow with AI Copilot
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Create a Flow Based on a Template with Power Automate
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Discover the “Build Space”
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The Power Automate Mobile App
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Familiarize Yourself with the Different Types of Flows
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Streamline Note-Taking with OneNote and Outlook
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Create your reservation page for appointment booking (Bookings)
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Share a document securely with Outlook
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Block a sender
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Identify a fraudulent email
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Prevent transfer for a meeting
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Prevent the forwarding of an email
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Protect an email by encrypting
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Provide an overview of best security practices in Outlook
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Recover deleted items
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Recall or replace an e-mail message
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Respond to invitations as a delegate
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Use a Shared Mailbox
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Send Emails on Behalf of Someone Else
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Making changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Generating Loop Content with Copilot
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Send invitations or reminders with Copilot
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Generate formulas from a concept
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Create a task from a message
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Share a task list
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Create a task or reminder
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Task Module Overview
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Insert Elements in Emails (Tables, Charts, Images)
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Attach files efficiently in Outlook
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Process an incoming message
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Send an Email and Create a Draft in Outlook
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Organize into Folders
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Set Your Work Hours in Outlook
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Create and add a signature to messages
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Manage new message notifications
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Change the default font of your emails
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Manage Views
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Add and manage multiple accounts on Outlook
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Explore the Interface
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Introduce the new version of Outlook
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Survey Consumer Satisfaction Panel with ChatGPT
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Write a Product Description with ChatGPT
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Structure Your Product Launch Project
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Initiate a Market Research Study with ChatGPT
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Synchronize Your Teams and SharePoint Files on Your Computer
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Use Documents in a Synchronized Library Folder
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Make a File Request
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Restore Your OneDrive Space
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Find All Shares from the Same Person
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Modify Sharing Rules
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Check Granted Shares
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Protect My Document with a Password and Expiration Date
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Avoid Abusive Document Sharing
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Best Security Practices on OneDrive
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Use Recycle Bins to Restore Documents
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Search for Documents
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Use Document History or Restore a Document to a Previous Version
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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Personality and tone for a realistic rendering
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Format and example for optimal results
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The importance of context in your requests
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Precise task in conversational AI
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Basics of prompting with conversational AI
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What is a prompt ?
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Survey Consumer Satisfaction Panel
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Promote Your Product on Social Networks with Copilot
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Write a Product Description with Copilot
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Structure Your Product Launch Project
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Initiate a Market Study with Copilot
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Objectifs :
This document aims to provide a comprehensive overview of how to effectively use dashboards in Power BI, including setting featured dashboards, adding favorites, subscribing to dashboards, and utilizing natural language queries for data analysis.
Chapitres :
-
Introduction to Power BI Dashboards
Power BI dashboards serve as a central hub for visualizing and interacting with your data. This guide will walk you through the essential features of dashboards, including how to customize your experience and leverage the platform's capabilities. -
Setting a Featured Dashboard
When you open Power BI, it automatically displays the most recently used dashboard. If you prefer a specific dashboard to appear each time you launch the application, you can set it as featured. To do this, follow these steps: - Open the desired dashboard. - Click on 'Set As Featured' in the upper navigation bar. - Confirm your choice by clicking on 'Disable Featured' if you wish to change it later. This feature allows for quick access to your preferred dashboard. -
Adding Dashboards to Favorites
Power BI allows you to add dashboards to your favorites for easy access across all workspaces. To add a dashboard to your favorites: - Click on 'Favorite' in the upper navigation bar. - The star icon will turn yellow, indicating that the dashboard has been added to your favorites. - Access your five most recent favorites by clicking the arrow next to the Favorites section. If you have more than five, select 'See All' to view the complete list. To remove a dashboard from your favorites, click the star icon either on the favorites screen or in the upper navigation bar of the dashboard. -
Subscribing to Dashboards
You can subscribe to a dashboard to monitor its activity and receive email updates. To subscribe: - Click on 'Subscribe' within the dashboard. - You will receive notifications in your inbox, ensuring you stay informed about any changes or updates. Note that you can subscribe to one dashboard at a time. -
Using Natural Language Queries
Power BI features a powerful language recognition engine that allows users to ask questions about their data using natural language. This functionality is currently available only in English. To utilize this feature: - Use the input area at the top of your dashboard to type your question. - Power BI will display prompts suggesting terms based on your data. - Click on a suggestion to view the results, which are typically displayed as a simple table or card. As you type, Power BI will assist you in formulating the right question and will interpret your input in real-time, selecting the best visualization type for your query. -
Editing Visuals Created from Queries
Once you have generated a visual from your natural language query, you can edit it at any time. To do this: - Use the Visualizations and Fields pane to make adjustments. - If you have previously pinned the visual, note that edits will not be applied until you pin the new version and remove the old one. This allows for continuous refinement of your data presentation. -
Conclusion
In summary, Power BI dashboards offer a range of features that enhance data interaction and visualization. By setting featured dashboards, adding favorites, subscribing for updates, and utilizing natural language queries, users can significantly improve their data analysis experience. Understanding these functionalities is crucial for maximizing the potential of Power BI in your data-driven decision-making.
FAQ :
How do I set a specific dashboard as featured in Power BI?
To set a specific dashboard as featured, open the dashboard and click on 'Set As Featured' in the upper navigation bar. Confirm your choice to make it the featured dashboard.
What is the purpose of the Favorites feature in Power BI?
The Favorites feature allows users to quickly access their most-used dashboards from all workspaces. You can add a dashboard to your favorites by clicking on 'Favorite' in the upper navigation bar.
Can I receive email notifications for dashboard activity?
Yes, you can subscribe to a dashboard to receive email notifications about its activity. Click on 'Subscribe' in the dashboard to enable this feature.
How does natural language processing work in Power BI?
Power BI's natural language processing allows users to ask questions about their data using conversational language. You can type your question in the designated area, and Power BI will suggest terms and display results based on your query.
What should I do if I want to edit a visual created from a natural language question?
To edit a visual created from a natural language question, use the Visualizations and Fields options. If you have pinned the visual before editing, you will need to pin it again after making changes.
Quelques cas d'usages :
Setting Up a Featured Dashboard for Regular Monitoring
In a sales department, a manager can set a specific sales performance dashboard as featured in Power BI to ensure it is displayed every time they log in. This allows for quick access to key metrics and facilitates regular monitoring of sales targets.
Using Favorites for Quick Access to Key Dashboards
A marketing analyst can use the Favorites feature to mark dashboards related to campaign performance. This enables them to quickly access these dashboards from any workspace, improving efficiency in reporting and analysis.
Email Notifications for Dashboard Updates
A project manager can subscribe to a project status dashboard to receive email notifications about updates. This ensures they stay informed about project progress without needing to log in to Power BI constantly.
Leveraging Natural Language for Data Insights
A data analyst can use Power BI's natural language processing to ask questions about sales trends. By typing queries in conversational language, they can quickly generate insights and visualizations without needing advanced technical skills.
Editing Visuals for Enhanced Reporting
A business intelligence developer can create a visual using natural language and then edit it to better fit the reporting needs. They can adjust the visual type and data fields to ensure the report effectively communicates the desired insights.
Glossaire :
Power BI
A business analytics tool by Microsoft that provides interactive visualizations and business intelligence capabilities with a simple interface for end users to create their own reports and dashboards.
Dashboard
A visual interface that displays key metrics and data visualizations in a single view, allowing users to monitor performance and make data-driven decisions.
Set As Featured
A feature in Power BI that allows users to designate a specific dashboard to be displayed each time Power BI is launched.
Favorites
A feature that allows users to mark dashboards for quick access from all workspaces, making it easier to find frequently used dashboards.
Subscribe
A feature that enables users to receive email notifications about the activity of a specific dashboard.
Natural Language Processing
A technology that allows users to interact with data using conversational language, enabling them to ask questions and receive answers in a user-friendly manner.
Visualizations
Graphical representations of data in Power BI, such as charts, graphs, and tables, that help users understand and analyze data.
Fields
Data elements that can be used in Power BI to create visualizations, such as dimensions and measures from datasets.