Getting Started with Power BI

1-866-622-0669 www.MCAConnect.com [email protected] Getting Started with Power BI

DownloadDownload Power Power BI Desktop BI Desktop

Fast Track to Learning Power BI. Fast Track to Learning Power BI In this guide, learn how to get started with Power BI for your organization. We'll point out the most essential sections In this guide,of thelearn guided how tour, to get as wellstarted as highlight with Power key features BI for your of the organization. Power BI applications We’ll point so you out can the decide most whether essential Power sections of BIthe is guided right for yourtour, organization, as well as highlight and quickly key become features a master of the Power Power BIuser. BI applications so you can decide whether Power BI is right for your organization, and quickly become a master Power BI user. If you have any questions along the way, please reach out to our team at [email protected]. If you have any questions along the way, please reach out to our team at [email protected].

Click on Click“Download on "Download free” free" link link The AmericanThe AmericanEnglish version English version is available is available at h atttps:https://powerbi.microsoft.com/en-us/.//powerbi.microsoft.com/en-us/desktop/.

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"Save" or "Run" the PowerBI application “Save” or “Run” the Power BI application You may have to turn off your pop-up blocker. You may have"Save" to orturn "Run" off theyour PowerBI pop-up application blocker. You may have to turn off your pop-up blocker.

Install Power BI

Run the setup wizard and login using your Microsoft Office 365 (Microsoft Dynamics) company account. Install Power BI InstallYou can Power see that BI Microsoft provides some quick start video guides when you launch the app for the first time. Run the setup wizard and login using your Microsoft Office 365 (Microsoft Dynamics) company account. Run the setup wizard and login using your Microsoft Office 365 (Microsoft Dynamics) company account. You can seeYou that can Microsoft see that Microsoft provides provides some some quick quick start start video guides guides when when you launchyou launch the app the for theapp first for time. the first time.

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3 Getting Started with Power BI

Get Familiar with the Report View. Get Familiar with the Report View The Report view is where you will spend your time building your reports and dashboards. This section has five main areas:The Report view is where you will spend your time building your reports and dashboards. This section has five main areas: The ribbon, which displays common tasks associated with reports and visualizations The Report1.view, The or Ribbon canvas,, wherewhich visualizationsdisplays common are created tasks associated and arranged with reports and visualizations. 2. The The Pages tab area along the bottom, which lets you select or add a report page The VisualizationsReport view,pane, or where canvas, you where can changevisualizations visualizations, are created customiz and areranged. colors or axes, apply filters, drag fields, and more The Fields pane,3. whereThe Pages query elementab areats along and filters the bottom, can be dragged which lets onto you the selectReport or view,add a orreport dragged page. to the Filters area of the 4.Visualizations The Visualizationspane pane, where you can change visualizations, customize colors or axes, apply filters, drag fields, and more. 5. The Fields pane, where query elements and filters can be dragged onto the Report view, or dragged to the Filters area of the Visualizations pane.

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4 GettingGuided Started Learning with Power BI

Guided Learning

Click Learn > Guided Learning

Click LearnBefore > Guided you get lost Learning in the Power BI software application, we strongly encourage you to return to the Power BI website, and explore the Guided Learning section. Before you get lost in the Power BI software application, we strongly encourage you to return to the Power BI website, and explore the Guided Learning section.

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1.1. Getting1. Getting Started Started Started

WatchWatch all of all the of the Introduction Introduction WatchYou allmay ofYou be the maytempted Introduction be tempted to skip to skip past past the the overview overview into the the "meatier" “meatier” parts parts of the of tutorial, the tutorial, but don't! but Take don’t! the time Take to the time familiarize yourself with the building blocks of Power BI. Youto may familiarize be tempted yourself to skip with past the the building overview blocks into the of "meatier" Power BI. parts of the tutorial, but don't! Take the time to familiarize yourselfLink to Intoductory with the building Section blocks of Power BI. Link to Introductory Section Link to Intoductory Section

Learn How the Power BI Applications Work Together.

With Power BI, you can build the report in Power BI Desktop, publish the report to the Power BI Service, and make it available anywhere through Power BI Mobile. LearnLearn How How the Power the BIPower Applications BI Applications Work Together. Work Together WithWith Power Power BI, you BI, can you build can the build report the in Power report BI Desktop,in Power publish BI Desktop, the report publish to the Power the BIreport Service, to andthe makePower it BI Service, and available anywhere through Power BI Mobile. 6 make it available anywhere through Power BI Mobile.

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2.2. Getting Getting Data Data

Connect to Data Sources Connect to Data Sources What's a business analytics tool without good, clean data? Power BI allows you to pull in data from a variety of What’ssources. a business analytics tool without good, clean data? Power BI allows you to pull in data from a variety of sources. At a minimum, watch the first 3 videos in this section. They will show you how to: At a minimum, watch the first 3 videos in this section. They will show you how to: Create a report in Power BI Desktop CreatePublish a report the report in inPower the Power BI Desktop BI service Publish the report to the Power BI Service Link to Getting Data Section. Link to Getting Data Section

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3.3. Modeling Modeling

Learn about Data Modeling. Learn about Data Modeling If you haven't spent a lot of time working with data models, the first three videos in this section will be particularly If usefulyou haven’t to you. spent a lot of time working with data models, the first three videos in this section will be particularly useful to you. Modeling enables to you define the relationship between the different data sources. Setting up your data models Modelingcorrectly isenables critical toyou extracting to define the the desired relationship insights. between the different data sources. Setting up your data models correctly is critical to extracting the desired insights. Link to Data Modeling Section. Link to Data Modeling Section

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4. Visualizations4. Visualizations

Creating Visualizations is easy. Creating Visualizations is easy Power BI makes data beautiful and insightful. Display your data in a variety of ways - scatter charts, pie charts, Powermaps, BI makes tables. data beautiful and insightful. Display your data in a variety of ways - scatter charts, pie charts, maps, tables. Explore this section to understand your options, and get ideas about the best way to present your company's Explorebusiness this section intelligence. to understand your options, and get ideas about the best way to present your company’s business intelligence. Link to Visualization Section. Link to Visualization Section

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Watch this video. Watch this video Less than 2 minutes long, this video shows you how to drag fields onto the report canvas. Less than 2 minutes long, this video shows you how to drag fields onto the report canvas. After watching, switch over to your Power BI application and try it yourself! After watching, switch over to your Power BI application and try it yourself! Watch Video Here

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10 Getting Started with Power BI

5. Exploring5. Exploring Data Data

Introduction to the Power BI Service Introduction to the Power BI Service In this "Exploring Data" section, you'll be introduced to the Power BI Service, which extends the capabilities of the In thisPower “Exploring BI Desktop, Data” allowing section, you you’ll to create be introduced reports and to share the dataPower with BI your Service, team. which extends the capabilities of the Power BI Desktop, allowing you to create reports and share data with your team. Link to Exploring Data Section. Link to Exploring Data Section

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Finding QuickFinding Insights Quick Insights Finding Quick Insights When you’reWhen working you're with working a dashboard, with a dashboard, report, report, or dataset or dataset in the in thePower Power BI Service, BI Service, you you can can look look for for quick quick insights insightsWhen into you'reinto the the working data. data. with a dashboard, report, or dataset in the Power BI Service, you can look for quick insights into the data. In Power BI,In from Power the BI, Datasets from the Datasetssection in section the left in the pane, left pane,select select the ellipses theellipses (the(the three three dots) dots) beside beside the the dataset you're interested in. A menu of options appears, and on the far right you'll see an option called Quick Insights. you’reIn Power interested BI, from in. the A Datasetsmenu of section options in theappears, left pane, and select on the the ellipsesfar right(the you’ll three see dots) an besideoption the called dataset Quick you're Insights. interested in. A menu of options appears, and on the far right you'll see an option called Quick Insights.

Create Dashboards Create Dashboards Create DashboardsYou can "pin" a visual to any dashboard, By combining different data sets, you can create dashboards for different YouYou can can “pin”user "pin" a roles avisual visual - like to to sales,any any dashboard,dashboard. procurement, By By combaccounting, combiningining different etc. different data data sets, yousets, can you create can create dashboards dashboards for different for differentuser roles userIf - a likeroles user sales, wants- like procurement, moresales, detail,procurement,accounting, they can clickaccounting, etc. the visual e totc. explore the source data. If aIf user a user wants wants more more detail, detail, theythey can can click click the the visual visual to explore to explore the source the source data. data.

12 www.MCAConnect.com 12 12 Getting Started with Power BI 6. Power BI and Excel 6.6. Power Power BI BIand and Excel Excel

UsingUsing Excel Excel andand Power Power BI Together BI Together

If youIf you like like Excel, Excel, you’ll you'll love love Power Power BI. BI. Knowing Knowing how how reliantreliant most most business business users users are are on on Excel, Excel, the the two two tools tools are are designeddesigned to to work work hand-in-han hand-in-hand.d. LinkLink to to Power Power BI andand Excel Excel Section. Section

ExploreExplore the the "Power"“Power” Features. Features AdvancedAdvanced Excel Excel users users will will especially especially appreciate appreciate these advancedadvanced Power Power BI BI features, features, with which provide provide you with you more with moreoptions options for data for modelingdata modeling and to create and to dynam createic reports. dynamic reports.

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7.7.Pu Publishingblishing and and Sharing Sharing

Ready to Get the Team on Power BI? Ready to Get the Team on Power BI? OnceOnce you’ve you've decided to to embrace embrace Power Power BI BI across across your your organization, organization, this this section section will helpwill help you understandyou understand how to how distribute your business analytics safely and securely. to distribute your business analytics safely and securely. Link to Publishing and Sharing Section. Link to Publishing and Sharing Section

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8. Introduction8. Introduction to DAX to DAX

What is DAX? What is DAX? DAX standsDAX for stands Data Analysis for Data Expressions Analysis Expressions and is the andlanguage is the used language throughout used throughout Power BI Power(as well BI as (as other well as other Microsoft tools.) Microsoft tools.) Link to IntroductionLink to Introduction to DAX to DAX Section Section.

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AdditionalAdditionalAdditional Resources Resources Resources

Use Pre-DefinedUse Pre-Defined Apps & Apps Visuals & Visuals Use Pre-Defined Apps & Visuals Microsoft’s AppSourceMicrosoft's offers AppSource a varietyoffers of a varietyPower of BI Power appsBI and apps visuals and visuals you can you bring can bring into into your your Power Power BI BI Desktop. Desktop. Search by industry to business area to narrow your options. Microsoft'sSearch by AppSource industry offersor business a variety area of Powerto narrow BI apps your and options. visuals you can bring into your Power BI Desktop. Search by industry to business area to narrow your options.

Learn About New Features

Learn About NewThe Features Microsoft Power BI Blog is a great resource for getting new ideas and staying up-to-date on the latest Learn Aboutenhancements. New Features TheThe Microsoft Microsoft Power VisitPower the BI PowerBIBlog Blog is BI ais Blog. greata great resource resource for gettingfor getting new ideasnew ideas and stayingand staying up-to-date up-to-date on the latest on the enhancements. latest enhancements. Visit the Power BI Blog. Visit the Power BI Blog 16

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Lots of LotsSupport of Support Options Options The PowerThe BI Power Support BI Support page pageis an is excellent an excellent resource. resource. The pageThe will pagelet you will know if Power if Power BI Services BI Services is experiencing is experiencing any outages any outages or performance or performance issues. Inissues. addition, In addition, you can find you can findcommunity community resources resources and open and a open help desk a help ticket desk if needed. ticket if needed. Visit the PowerVisit BI Support the Power Page BI Support Page For moreFor personalized more personalized help, our help, team our at team MCA at MCAConnect Connect can canprovide provide both both consulting consulting and and support support forfor Power Power BI. BI.

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17 Getting Started with Power BI

About MCA Connect

How Can We Help You? MCA Connect is a Global Systems Integrator and Gold Microsoft Dynamics Partner that delivers and supports operational transformation to help our clients achieve a competitive advantage. MCA Connect has an experienced Business Analytics practice that enriches the insight of Dynamics 365 and other data sources. To learn more about our Analytics Practice, visit our website at http://mcaconnect.com/capabilities/business-analytics/.

Questions? Contact MCA Connect today: [email protected] or 1-866-622-0669