Microsoft Power BI - Up & Running With Power BI Service

Explore how Power BI fits in the Microsoft Fabric ecosystem, compare desktop and service, and learn to create a first workspace, activate a trial, and navigate the service workflow.

Explore Microsoft Fabric as a data and analytics solution that unifies Power BI service, Azure Synapse, and Azure Data Factory on a data lake, enabling consistent data management and governance.

Explore fabric components across ingestion, ETL, storage, and BI, including data factory, real-time analytics, data warehousing, and Power BI, Data Activator, and Industry Solutions within one lake.

Explore Power BI service, a cloud-based platform to visualize, analyze, and share interactive reports and dashboards, connect to hundreds of data sources, and collaborate in shared workspaces.

Discover Power BI account types from free to premium per user and enterprise capacity with Fabric, covering licensing, data sources, sharing, publish to web, and deployment pipelines.

Explore the three Power BI service personas: creator, analyzer, and collaborator, and learn how each role designs, analyzes, shares, and secures dashboards and reports.

Create a Power BI account by visiting the sign-up page and entering your details. Sign in at powerbi.com if you already have an account using a work or school email.

Learn how to sign up for a free Power BI service account using a non-work email via Maven Analytics, then access Power BI through app.powerbi.com with a Maven account.

Activate your free 60-day trial in the Power BI service by clicking Start Trial from your profile, then choose a Fabric, Pro, or Premium per user option.

Explore Power BI service interface by using left navigation pane, fabric switcher, and content canvas to manage workspaces, deployment pipelines, admin and tenant settings, via the Office 365 app launcher.

Explore task flows in Power BI service and Fabric, a visual guide that helps architects plan data movement, organize tasks, and understand relationships within a workspace.

Explore the two workspaces in Power BI service—personal and shared—and learn how they enable collaboration, licensing options, and hosting reports, dashboards, and data flows.

Explore workspace actions for content, including reports, dashboards, and paginated reports, and semantic models and data flows, including sharing, favoriting, contextual menus, and refresh options.

Discover the core building blocks of the Power BI service, including data flows, semantic models, reports, and dashboards, and how they flow within a workspace, with shared models across workspaces.

Connect data to Power BI service using gateways, data flows, and scheduled refreshes, then load flat files, publish Power BI reports, and keep reports up to date.

Explore data connection options in Power BI service by discovering existing organizational content from OneLake and apps, or creating new content through uploads, database connections, data flows, and pbix files.

Load a local file into Power BI using the semantic model, choosing Excel, CSV, or manual data, then explore the model, create reports, share it, and manage permissions.

Create a new workspace in Power BI service, upload the restaurant inspections CSV, and perform quick data profiling while answering questions about grades, violation status, and facility count.

Load and explore a csv file in Power BI service by creating a new workspace, uploading restaurant inspections data, and using the semantic model explorer to answer key questions.

Understand data gateways as secure, on-premises to Power BI service bridges enabling scheduled refresh and cross-service integration; standard mode gateways support multi-user access and broader cloud connectivity.

Understand data flows as cloud power query operations that ingest, transform, store, and integrate data, enabling reusable transformation logic, centralized data warehouses, and a semantic model via Power BI Desktop.

Data flows provide reusable transformation logic shared across Power BI reports, enabling single data flow to power multiple reports, scheduled refreshes, and centralized ETL for a single source of truth.

Create your first data flow in Power BI service by adding a text CSV source, configuring credentials, transforming data with Power Query, and saving and refreshing.

Navigate the data flow interface, view and expand tables, adjust properties, and set up incremental refresh to connect the data flow as a data source in Power BI Desktop.

Connect to a fabric data flow in Power BI desktop, preview and load tables into a semantic model, then publish the model and report to Power BI service.

Connect to a dataflow in Power BI service, add data sources, refresh, and apply calendar transformations (date type, year, quarter, start of year, start of month); then save.

Learn how to connect to a data flow and load seven tables (six lookups and one fact) into Power BI, apply calendar transformations, then refresh and model relationships.

Demonstrates how to create a data flow in Power BI service by connecting to a locally hosted MySQL database, using an on premises gateway and credentials.

Gen two data flows deliver faster Power Query authoring with auto save and background publishing, plus destination publishing to Azure, lakehouse, or a warehouse, with improved monitoring and refresh history.

Set up scheduled refresh in Power BI to keep reports, dashboards, and apps current by refreshing data flows and semantic models daily or weekly, with time zone and failure notifications.

Create folders in the Power BI service workspace to organize and group similar content. Move items using the move to option and multi-select, and note folder search limitations for productivity.

See how to automate reporting by connecting an AWS-hosted MySQL database to a Power BI tenant via a gateway on EC2, using data flows, Power Query transformations, and scheduled refreshes.

Finish semantic model in Power BI desktop, link inspections to lookup tables, update the facility zip field, create DAX measures for inspections, violations, and sanitary grade, and publish to service.

Learn how to finish the semantic model in Power BI by building relationships, setting data categories for postal codes, and creating key DAX measures for inspections and violations.

Review key options to bring data into the Power BI service, including importing files, connecting to databases, building dataflows, using data gateways, and exploring content via one lake or apps.

Create visuals, reports, and dashboards in Power BI service, explore data with data lineage view and natural language queries, and set data driven alerts for mobile reporting.

Explore data lineage in Power BI service to trace data from raw sources through data flows, semantic models, reports, dashboards, and apps, and diagnose refresh or data date issues.

Explore the Power BI service report interface with reading and editing views, menus for exporting, sharing, embedding, and AI insights, and a data model you can edit within the service.

Learn to build and format visuals in Power BI service, adding charts, data labels, and a 4800 inspection target line via contextual menus.

Learn how to add images to Power BI service reports by configuring a plot area, applying an image from course resources, and removing titles and labels for clean visuals.

Create an inspections and violations report in the Power BI service with a data model, measures, county drill-down visuals, and a zip code detail page.

Explore building a Power BI report with two pages featuring slicers, KPI cards, bar charts, a decomposition tree, and a map visualization to analyze inspections, violations, and zip-level details.

Create personal bookmarks in Power BI to save pre-filtered states. Access them in reading and editing views, set a default, or reset to see all data.

Pin visuals from multiple reports to a Power BI service dashboard using the pin icon, creating or selecting dashboards; slicers cannot be pinned individually, only on a live report page.

Pin an entire report page to a dashboard using the Pin live page option, preserving slicers and interactivity as updates reflect in the dashboard.

Navigate the dashboard interface and toolbar, exploring file actions, sharing to teams, and editing tiles, themes, and mobile layouts. Use natural language Q&A to create visuals and export data.

Embed live web content as a dashboard tile by adding a page, choosing web content, and using an HTML iframe; enable feature via a tenant setting and consult Microsoft docs.

Pin zip code detail page to inspections dashboard and assemble a Power BI dashboard, including month inspections KPI, sanitation grade KPI, donut chart, and country bar chart, then arrange tiles.

Pin the live zip code detail report page to a dashboard, add KPI cards and visuals (bar chart and sanitation grade donut), then resize and reorder for a cohesive solution.

Set data-driven alerts in Power BI service to notify you when a metric crosses a threshold from dashboard tiles in workspaces; name, set condition and frequency, then save.

Set up two data-driven alerts in Power BI service: average sanitation grade below 92 and monthly inspections exceed 6500, with a frequency no more than 24 hours.

Demonstrates adding alerts in Power BI service, creating data-driven rules for sanitation grade below 92 and monthly inspections above 6500 with a frequency of every 24 hours.

Use Power BI Q&A to explore data with natural language prompts, generate visuals, pin to dashboards, and improve accuracy by adding synonyms and training questions.

Explore quick insights in the Power BI service by automatically generating insights from your semantic model, with up to 32 insight cards, focus mode, and pinning to dashboards.

Design and optimize mobile reports in Power BI service by building in the web layout, then assemble and format a mobile version and save it.

Explore the Power BI mobile app's intuitive home screen, custom branding, and quick access to reports, dashboards, and search. Annotate, comment, and share insights across reports with bookmarks and alerts.

Create and format visuals and reports in Power BI service, assembling them into a centralized dashboard. Leverage automation, natural language, Q&A, and Quick Insights for data driven alerts, mobile versions.

Explore how to share and collaborate in Power BI service, including sharing and viewing options, access levels, workspace sharing, publishing apps, publishing to web, and reviewing usage reports.

Power BI service offers six sharing options: export to PDF or PowerPoint, sharing with individuals, workspace collaboration, app publishing, embedding via SharePoint or iframe, and publish to web with cautions.

Share reports, dashboards, and apps with individuals or groups, ensuring recipients have a pro license or content sits in premium capacity. Remember the 100 recipients cap per share.

Define user roles and permissions in a Power BI service workspace, invite team members, and manage access with viewer, contributor, member, and admin levels while applying pro license requirements.

Publish a Power BI app by naming, describing, adding content, and setting the audience, then share via a publish link for internal or Azure AD B2B external access.

Publish to web lets you publicly embed Power BI reports via an embed code, but admins can disable it and you must confirm the public implications before publishing.

Generate a usage metrics report for dashboards or reports to track who uses them and how often, and customize usage metric visuals to prioritize updates.

Export the restaurant inspections report to PowerPoint using the embed live data option, including the inspections, violations, and zip code detail pages, for sharing and collaboration.

Demonstrates sharing and collaboration by embedding live Power BI report pages into PowerPoint, enabling cross-filtering, cross-highlighting, and interactive, updating visuals from the Power BI service.

Review key takeaways: share workspaces to collaborate and assign roles, publish an app to distribute reports and dashboards to a large audience, and use usage metric reports to prioritize updates.

Explore row level security in power BI to restrict data access by user, build static and dynamic roles, test them, and implement rules in service with user principal name dax.

Define row level security rules with dax to filter data for specific audiences, test roles in Power BI Desktop, and deploy static roles in the Power BI service.

Test row-level security by using view as to verify that defined roles limit data, such as Los Angeles showing region ID six, with dynamic row-level security introduced next.

Use dynamic row-level security with the user principal name function and inspector lookup table to filter data by the logged-in user's email, test via view as, and publish to service.

Configure static and dynamic row-level security in Power BI service, publish the workbook to a workspace with viewer access, and test roles to verify user-based region filters.

Create a new row-level security rule named lead inspector, validate the DAX, grant David access to regions 1–8, then test, publish, and verify with view as role.

Create a lead inspector role for row-level security across regions 1–8 with the in operator, validate the DAX, publish the report to the service, and test in desktop and service.

Review key takeaways on static roles for small teams to filter data without extra tables, and dynamic roles for larger teams; test filters and verify row level security viewer permissions.

Explore core Power BI administration roles, admin portal options, and tenant settings in Power BI service. Learn to manage features and configure settings for a high-level tenant setup.

Explore common admin roles in Power BI, including global, billing, license, and user admins within Office 365, and premium capacity admins who assign workspaces and manage capacity.

Explore the Power BI admin portal to monitor usage, manage users and audit logs, and configure tenant settings. Manage capacity, embed codes, organizational visuals, workspaces, branding, and data protection metrics.

Explore how tenant settings control, configure, and deploy Power BI service features across categories like Microsoft Fabric, domain management, workspace settings, and information protection, with search and update workflows.

Customize your Power BI tenant by applying custom branding—logo, cover image, and theme color—along with tailored help and support URLs and featured content on the home page.

Reinforce key takeaways for Power BI service administration, including admin roles, tenant settings, and best practices to reduce data risk.