Power BI - Introduction to Power BI Desktop Tutorial
In this video, you will learn about the Introduction to Power BI Desktop.
The video covers the workflow of Power BI Desktop, including connecting to data sources, creating relationships between data models, and viewing data in various ways.
Power BI Desktop offers three views:
Report, Data, and Relationships.
The Report view is where you can begin working, creating and arranging visualizations.
The video also highlights the different areas in the Report view, such as the ribbon, canvas, pages tab, Visualizations pane, and Fields pane.
Understanding Power BI Desktop will help you create reports and visualizations more efficiently.
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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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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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Creating and configuring a Dashboard
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Introduction to the Query Editor
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Publishing your Report through the Power BI Service
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Creating your Datasets
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Customising your Visuals
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Conditional formatting
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Use the drill down filter
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Manipulating tiles in a Dashboard
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Consulting and using 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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Add an alert to a visual
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What are measures?
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Starting with planner
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Introduction to Power Bi
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General Introduction
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The role of an administrator
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Start using Excel
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Introduction to PowerApps
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A closer look at the ribbon
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Tell me what you want to do
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Top tips for working in Excel Online
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A first look at Excel 2016
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Introduction to Bookings
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New Interface
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How things are organized
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Introduction to Power BI Building Blocks
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Introduction to Excel
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Introduction to Planner
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Save and print an Excel workbook
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A first look at PowerPoint 2016
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Get going fast
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Save time while searching for documents or informations
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Introducing Project
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Intro to Microsoft To Do Interface
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Viva Connections in Microsoft Teams
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Introduction to Stream
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Introducing Lists
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An Overview of SHIFTS
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Introducing Microsoft365
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Introducing MyAnalytics
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What is Microsoft To Do?
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Clutter
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Office 365 overview
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Office Online Apps
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Access your Office Online App
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Start using PowerPoint
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Save a PowerPoint presentation
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How things are organized
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Intro to Microsoft To Do on Mobile
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Discovery of the interface
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A closer look at the ribbon
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Interface Introduction of SHIFTS
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Discover Excel Online
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Get going fast
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Discover PowerPoint Online
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Presentation of the interface of your profile
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Quick assist
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Discover Word Online
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What is Viva Connections?
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Understand the difference between surveys and quizzes in Microsoft Forms
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Introducing Microsoft Viva Engage
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Tracking Prevention
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Organize your items with tags
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Introduce OneNote
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Introduction to the course on Forms
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Interface Discovery
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Homepage Navigation
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Interface overview
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Navigating within a group
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Using relaxation modules
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Introduction to Power Fx
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The New Calendar
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Sections
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Customizing Views
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Introduction to the New Features of Microsoft Teams
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Guide to Using the Microsoft Authenticator App
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Microsoft Copilot Academy
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Use Copilot with Right-Click
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Add Conditional “IF” Actions in 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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Understand the Steps to Create a Power Automate Flow
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Discover the Power Automate Home Interface
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Access Power Automate for the Web
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Understand the Benefits of Power Automate
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Add a third-party application
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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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Create and Manage Appointments in Delegated Calendars
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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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Make 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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Enhance Your Product on Social Media 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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Manage Storage Space
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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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Discover the Meaning of OneDrive Icons
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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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Objectifs :
This document aims to provide a comprehensive overview of Power BI Desktop, focusing on its functionalities, user interface, and how to effectively create reports using the software.
Chapitres :
-
Introduction to Power BI Desktop
Power BI Desktop is a powerful tool where users spend most of their project time creating reports. It allows for seamless connection to a wide range of data sources, making data easier to use and analyze. -
Downloading and Installing Power BI Desktop
To obtain Power BI Desktop, you can download it from the Power BI Service. Simply click on the download button and select Power BI Desktop. Once installed and launched, a welcome screen will appear, providing options to get data, consult recently used sources, and access tutorial videos, forums, and the Power BI blog. If you prefer not to see this screen in the future, you can check the designated box. -
Navigating the Power BI Desktop Interface
After closing the welcome screen, you will be directed to the Power BI Desktop report view. The interface offers three main views: Report, Data, and Relationships. You can toggle between these views using the navigation bar on the left side, with the selected view indicated by a yellow bar next to the icon. -
Understanding the Report View
In the Report view, users can begin working on their reports. This view consists of five main areas: - **The Ribbon**: Displays current tasks associated with reports and visualizations. - **The Report View or Canvas**: Where visualizations are created and arranged. - **The Pages Tab Area**: Located at the bottom, it allows users to select or add report pages. - **The Visualizations Pane**: Here, users can customize colors and axes of their visualizations. - **The Fields Pane**: Users can drag query elements and filters onto the report view or to the edge to expand the Report view. -
Backstage Mode in Power BI Desktop
Like all Microsoft applications, Power BI Desktop features a backstage mode that provides various options such as creating new reports, opening existing ones, saving, publishing reports, and importing or exporting elements. This mode is essential for managing your Power BI Desktop application effectively.
FAQ :
What is Power BI Desktop?
Power BI Desktop is a Microsoft application designed for creating reports and visualizations from various data sources, allowing users to analyze and present data effectively.
How do I download Power BI Desktop?
You can download Power BI Desktop from the Power BI Service by clicking on the download button and selecting Power BI Desktop.
What are the different views in Power BI Desktop?
Power BI Desktop offers three main views: Report View, Data View, and Relationships View, each serving different purposes for data analysis and reporting.
What is the purpose of the Ribbon in Power BI Desktop?
The Ribbon in Power BI Desktop displays the current tasks and options available for reports and visualizations, helping users navigate their work.
Can I customize visualizations in Power BI Desktop?
Yes, you can customize visualizations in Power BI Desktop using the Visualizations Pane, where you can adjust colors, axes, and other visual elements.
What is Backstage Mode in Power BI Desktop?
Backstage Mode in Power BI Desktop provides options for managing reports, including creating, opening, saving, and publishing reports, as well as importing and exporting elements.
Quelques cas d'usages :
Creating Sales Reports
A sales manager can use Power BI Desktop to connect to sales data from various sources, create visualizations to analyze sales performance, and generate reports for stakeholders.
Data Analysis for Marketing Campaigns
A marketing analyst can utilize Power BI Desktop to gather data from different marketing channels, establish relationships between datasets, and visualize the effectiveness of campaigns.
Financial Reporting
A financial analyst can leverage Power BI Desktop to create detailed financial reports by importing data from accounting software, allowing for better decision-making and forecasting.
Project Management Dashboards
A project manager can use Power BI Desktop to track project progress by connecting to project management tools, visualizing timelines, and reporting on resource allocation.
Customer Insights Analysis
A data scientist can apply Power BI Desktop to analyze customer data from various sources, create dashboards to visualize customer behavior, and derive insights for improving customer experience.
Glossaire :
Power BI Desktop
A Microsoft application used for creating reports and visualizations from various data sources.
Data Sources
Locations from which data can be retrieved for analysis, such as databases, online services, or files.
Relationships
Connections established between different data tables to enable comprehensive analysis and reporting.
Report View
The main interface in Power BI Desktop where users create and arrange visualizations.
Data View
A view in Power BI Desktop that allows users to see and manipulate the underlying data.
Relationships View
A view that displays the relationships between different data tables in Power BI Desktop.
Ribbon
The toolbar in Power BI Desktop that shows the current tasks and options available for reports and visualizations.
Visualizations Pane
A section in Power BI Desktop where users can customize visual elements such as colors and axes.
Fields Pane
A panel in Power BI Desktop that allows users to drag and drop data elements and filters onto the report view.
Backstage Mode
A feature in Power BI Desktop that provides options for managing reports, such as creating, opening, saving, and publishing.