Power BI - Introduction to Power Bi Tutorial
In this video, you will learn about the Introduction to Power BI.
The video covers how to quickly connect, prep, model, and visualize data using Microsoft Power BI.
You can securely share insights and embed them into your app or website.
Download the free Power BI desktop application to get started.
Connect to various data sources, both on-premise and in the cloud, and turn the data into live interactive visuals.
Upgrade to the Pro version for collaboration and control over data access.
The premium version is for scaling up in larger enterprises.
Power BI also offers mobile capabilities for real-time changes.
This tutorial will help you turn your data into smarter decisions for your business.
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Power BI - General Introduction
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Power BI - Preparing, cleaning and transforming your Data
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Power BI - Creating your Datasets
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Power BI - Introduction to the Query Editor
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Power BI - Customising your Visuals
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Creating a Report
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General Introduction
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Create dynamic visual title using the Selected Value function
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Recovering your Data from different sources
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Introduction to Power BI Building Blocks
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Introduction to Power BI Desktop
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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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Manipulating tiles in a Dashboard
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Conditional formatting
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Consulting and using a Dashboard
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Use the drill down filter
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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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Add an alert to a visual
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Manage relations between data sources
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What are measures?
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Starting with planner
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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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New Interface
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Top tips for working in Excel Online
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Introduction to Bookings
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A first look at Excel 2016
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How things are organized
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Introduction to Power BI Building Blocks
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Introduction to Power BI Desktop
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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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Introduction to Word
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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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Introduction to Flow
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Introducing MyAnalytics
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Introducing Microsoft365
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An Overview of SHIFTS
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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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Intro to Microsoft To Do on Mobile
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How things are organized
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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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What is Microsoft Forms?
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Quick assist
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Presentation of the interface of your profile
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Introducing Microsoft Viva Engage
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Discover Word Online
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What is Viva Connections?
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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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What is an Open Shift?
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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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Introduction to the Microsoft Forms home page
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Using Microsoft Viva Insights In Teams
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Exploring the viva insights interface
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Using relaxation modules
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Find content and people
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Finding and Installing Teams for Mobile
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Interface Overview
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Presentation of the desktop application
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What is OneDrive ?
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What can Copilot do for you ?
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Task Module Overview
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Other Coaches
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Agents in SharePoint
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Prompt coach
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Describe a copilot agent
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Rewrite with Copilot
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Process text
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Access Copilot
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Generate and manipulate an image in Word
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Create Outlook rules with Copilot
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Generate the email for the recipient
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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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Sections
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Customizing Views
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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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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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Summarize Discussions and Schedule a Meeting Slot
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Formulate a Request for Pricing Conditions via Email
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Analyze a Supply Catalog Based on Needs and Budget
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Retrieve Data from a Web Page and Include it in Excel
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Create a Desktop Flow with Power Automate from a Template
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Understand the Specifics and Requirements of Desktop Flows
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Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
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Excel: List Files from a Channel in an Excel Workbook with Power Automate
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Excel: Link Excel Scripts and Power Automate Flows
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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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Manipulate Dynamic Content with Power FX
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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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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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Objectifs :
This document aims to provide a comprehensive overview of how to utilize Microsoft Power BI for data management and visualization, emphasizing its features, benefits, and practical applications for businesses.
Chapitres :
-
Introduction to Microsoft Power BI
Microsoft Power BI is a powerful tool designed to help businesses transform their data into actionable insights. By quickly connecting to various data sources, users can prepare, model, and visualize data effectively, enhancing their understanding and decision-making processes. -
Connecting to Data Sources
Power BI allows users to connect to a wide range of data sources, both on-premise and in the cloud. Some of the key sources include: - Excel - Salesforce - Google Analytics - Social networks - IoT devices This connectivity enables real-time information retrieval, allowing businesses to stay updated with live data. -
Creating Interactive Visuals
Once connected to data sources, users can create live interactive visuals. This feature is crucial for understanding complex data sets and making informed decisions. As users become more familiar with the tool, they can upgrade to Power BI Pro for enhanced collaboration and dashboard creation. -
Collaboration and Sharing Insights
With Power BI Pro, users can collaborate freely by creating dashboards that provide a 360-degree real-time view of their business. This version allows for better control over data access and usage, enabling users to package and deliver content effectively. Additionally, insights can be securely shared and embedded into applications or websites. -
Scaling with Power BI Premium
For larger enterprises, Power BI Premium offers advanced features for scaling up operations. This version allows embedding content across digital properties without requiring per-user licenses, making it ideal for extensive organizational needs. -
Mobile Accessibility
Power BI ensures that users can access their data on mobile devices, allowing for real-time reactions to changes. This mobile capability is essential for businesses that need to stay agile and responsive. -
Compliance and Security
Power BI is designed to help businesses remain compliant with regulations such as GDPR. The platform provides tools to manage data securely, ensuring that sensitive information is protected while still being accessible for analysis. -
Getting Started with Power BI
To begin using Power BI, download the free Power BI Desktop application. This user-friendly interface allows you to start transforming your data into smarter business decisions right away. -
Conclusion
Microsoft Power BI is an essential tool for businesses looking to leverage their data for better decision-making. By connecting to various data sources, creating interactive visuals, and ensuring compliance, Power BI empowers users to turn data into actionable insights efficiently.
FAQ :
What is Power BI?
Power BI is a business analytics tool from Microsoft that allows users to visualize data, create reports, and share insights across their organization or embed them in applications.
How can I connect to data sources using Power BI?
You can connect to various data sources, including Excel, Salesforce, Google Analytics, and IoT devices, both on-premise and in the cloud, to gather real-time information.
What are interactive visuals in Power BI?
Interactive visuals are dynamic data representations that allow users to engage with the data, such as charts and graphs that can be manipulated for deeper insights.
What is the difference between Power BI Pro and Premium?
Power BI Pro is designed for collaboration and sharing insights among teams, while Power BI Premium is tailored for larger enterprises, offering advanced features for scaling and embedding content.
How does Power BI help with GDPR compliance?
Power BI provides tools and features that help organizations manage and protect personal data, ensuring compliance with GDPR regulations.
Can I use Power BI on mobile devices?
Yes, Power BI offers mobile applications that allow users to access and interact with their data on the go, enabling quick reactions to changes.
Quelques cas d'usages :
Sales Performance Analysis
A sales team can use Power BI to connect to their CRM data, visualize sales trends, and share dashboards with stakeholders to make informed decisions about sales strategies.
Marketing Campaign Tracking
Marketing professionals can utilize Power BI to analyze data from various sources like social media and Google Analytics, creating interactive reports to measure campaign effectiveness and ROI.
Financial Reporting
Finance departments can leverage Power BI to consolidate financial data from multiple sources, providing real-time insights into budgets, forecasts, and financial performance.
Operational Efficiency Monitoring
Operations managers can use Power BI to track key performance indicators (KPIs) across different departments, identifying areas for improvement and optimizing processes.
Customer Feedback Analysis
Customer service teams can analyze feedback data collected from various channels, using Power BI to visualize trends and improve customer satisfaction.
Glossaire :
Power BI
A business analytics tool by Microsoft that enables users to visualize data and share insights across their organization or embed them in an app or website.
Data Sources
Locations from which data is collected, such as databases, cloud services, or applications like Excel and Salesforce.
Real-time Information
Data that is delivered immediately after collection, allowing for up-to-date insights and decision-making.
Interactive Visuals
Dynamic representations of data that allow users to engage with the information, such as charts and graphs that can be manipulated.
Pro Version
A paid version of Power BI that offers advanced features for collaboration and sharing insights across teams.
Premium Version
An advanced tier of Power BI designed for larger enterprises, providing enhanced capabilities for scaling and embedding content.
GDPR
General Data Protection Regulation, a legal framework that sets guidelines for the collection and processing of personal information within the European Union.