Lab 4 - Publishing and Accessing Reports
Lab 4 - Publishing and Accessing Reports
Lab 4 - Publishing and Accessing Reports
Dashboard in a Day
Lab 4
Please start this lab with the provided DIAD Final Report.pbix file located in the Reports folder.
The flow of this document includes screenshots to provide a visual aid for you and text descriptions of the
steps you need to follow. In the screenshots, sections are highlighted with red or orange boxes to indicate
the action or area on which you need to focus.
NOTE: This lab uses real, anonymized data provided by ObviEnce, LLC. Visit their site to learn about
their services: www.obvience.com. This data is the property of ObviEnce. LLC and has been shared to
demonstrate Power BI functionality with industry sample data. Any use of this data must include this
attribution to ObviEnce, LLC.
1. Navigate to the DIAD folder and then to the Reports folder (DIAD/Attendee/Reports) folder.
2. Open the DIAD Final Report.pbix file.
This file uses the same dataset that you used for the lab. We have added more visuals and performed
additional formatting in the report. Feel free to explore the report.
3. Highlight the Market Analysis title and change the text color to black.
Note: A small pop-up window may open introducing you to the mobile-only formatting.
Select Got it to continue and close out the pop-up window.
5. From the Page visuals pane, drag the Market Analysis title to the top of the phone layout. Resize and
move the title to look similar to the one in the figure below. If there are any other visuals on the mobile
layout remove them.`
6. Select the View tab, then uncheck the checkboxes next to Gridlines and Snap to Grid to turn them off.
Also, ensure that the Selection pane is turned off.
8. Drag the % Growth by Manufacturer column chart from the Page visuals pane to be placed below the
VanArsdel Market Share card on the mobile layout. Resize the chart to look similar to the one shown in
the figure below.
10. Drag the Revenue by Country map from the Page visuals pane to below the Revenue by Year and
Manufacturer line chart on the mobile layout. Resize the Revenue by Country map to look similar to the
one shown in the figure below.
12. If you have not already opened the app.powerbi.com page, please open a browser and navigate to
http://app.powerbi.com.
13. Sign-in to Power BI using your user account. Once logged in, you will be taken to the Home screen.
Note: If you have previously signed into Power BI, then your Home screen will list your Favorites, as well
as recent reports and dashboards.
My Workspace is your personal workspace. We need to create a workspace where we can collaborate
with team members and distribute content to end-users. To do this we’ll create a new workspace.
15. In the pane to the left, select Workspaces and then choose + New workspace. The Create a
workspace dialog box opens.
Note: Creating a workspace is a Pro feature. If you do not have a Pro license, please choose the trial
option.
Note: You are entering your email address as part of the workspace name to
keep it unique.
Let’s publish the report to Power BI Service and then we will come back to the browser.
21. Navigate back to the DIAD Final Report in the Power BI Desktop that you saved earlier.
22. Ensure Mobile View is off.
23. From the Home tab, select Publish.
24. If you have not already logged into Power BI, a Sign in dialog box opens. Please sign in.
25. Once you are signed in, the Publish to Power BI dialog box opens. Select DIAD_<youremailaddress> in
the dialog box.
26. Choose the Select button in the bottom right corner.
28. Once you are in the browser, navigate to the DIAD_<youremailaddress> workspace, notice that the
DIAD Final Report dataset and report appear.
By the end of this section, we will have created a dashboard that looks like the figure below.
29. From the newly created workspace select the report called DIAD Final Report. You will then be taken
to the Market Share page of the DIAD Final Report.
Notice that alert messages are displayed stating the dashboard is ready to view.
37. Select the VanArsdel Market Share tile. Notice that you are navigated to the DIAD Final Report.
Note: Dashboard Tiles are not interactive like report visuals we’ve learned about so far.
You also cannot pin things like Slicers to a dashboard since the main purpose of the Slicer
is to be interactive.
43. Close out the alert notification boxes in the top right corner of the screen.
44. Hover over the Revenue by Year and Manufacturer visual.
45. Select the pin icon from the header of the visual. The Pin to dashboard dialog box opens.
46. Ensure that Existing dashboard and VanArsdel are selected.
47. Select Pin.
48. Close out the alert notification boxes in the top right corner of the screen.
49. Navigate to the By Manufacturer page using the Pages menu/pane to the left of the screen.
50. Using the same steps as we have previously, pin the Revenue and PY Sales gauge visual to the
VanArsdel dashboard.
53. Navigate back to the workspace entitled DIAD_<youremailaddress>, and then choose VanArsdel
Dashboard again. Notice that all the visuals are pinned as tiles to the dashboard.
54. Resize and move the gauge tile as shown in the figure below. To resize the visual, select the bottom
right-hand corner and drag to the desired size.
Tiles can be of various sizes (1x1 to 5x5).. As you are dragging, note the gray shadow which indicates the
size of the tile when you stop dragging.
55. Select the Edit dropdown from the ribbon at the top of the screen and choose Add tile. The Add tile
dialog box opens.
56. Select Image as the source.
58. In the URL text box of the Add image tile dialog, type the following URL:
https://raw.githubusercontent.com/CharlesSterling/DiadManu/master/Vanarsdel.png
60. Resize and rearrange the tiles as shown in the figure below.
The Revenue by Country tile shows data for Revenue by Country for VanArsdel. Let’s rename it.
Notice on the top of the visual, there is an option to Ask a question about your data. This is like Ask a
question in the desktop.
66. Select the Ask a question about your data text box at the top of the page. You will then be taken to a
Q&A page; start typing VanArsdel market share in the text box at the top of the page. Notice that a card
visual is created.
67. Continue typing VanArsdel market share by country. Notice that a bar chart is created.
68. Continue typing VanArsdel market share by country as treemap. Notice that a treemap visual is
created.
69. In the top right corner of the screen, select Pin Visual.
70. The Pin to dashboard dialog box opens. Ensure that Existing dashboard is selected, then select Pin to
pin the visual to the VanArsdel dashboard.
Power BI quickly searches different subsets of your dataset while applying a set of sophisticated
algorithms to discover potentially interesting insights. You can run insights against a dataset or a
dashboard tile.
Let’s generate insights on a dashboard tile. When we run insights on a dashboard tile, instead of searching
for insights against an entire dataset, the search is narrowed to the data used to create a single dashboard
tile. This is often referred to as scoped insights.
73. Hover over the Revenue by Manufacturer line chart on the dashboard.
74. Select the ellipse on the top right corner of the line chart.
75. Choose View Insights.
76. Scroll on the Insights pane to the right of the screen to review the various insights Power BI can
generate. Notice that there is an option to pin insight visuals to the dashboard.
77. Select Exit Focus mode in the top left corner of the page to navigate back to the dashboard.
Notice that you can add Above or Below threshold. You can also set the notification frequency. This is just
an introduction to managing alerts. Complete functionality is not covered in this lab.
84. Select the VanArsdel Market Share card visual tile to navigate to the report.
85. Within the Revenue by Country and State map visual, ensure it is at the Country level (you may need
to drill up from the State level to the Country level). Right-click on the Australia bubble within the map,
then choose Drill through, and then select By Manufacturer.
You will then navigate to the By Manufacturer page of the report with the Australia filter applied to the
report page.
• Personal bookmarks on the report are ones which the consumer can create on their own.
• Report bookmarks are the bookmarks the report author created (we did this in Power BI
Desktop).
91. Select View under the Report bookmarks section of the bookmarks pane.
Notice that you can view and navigate through the bookmarks using the arrow at the bottom of the
screen. This behavior is like in Power BI Desktop.
92. Select Exit under the Report bookmarks section of the pane to close it.
Power BI provides an option to get quick insights into the complete dataset.
It might take a few minutes for the insights to be created. Once insights are ready, a message appears in
the top right corner.
96. From the Insights are ready alert dialog box, select View insights.
Throughout this lab, you have learned how to apply conditional formatting, add a logo to the
manufacturer filter, import a custom visual, and apply a custom theme to the report. You also learned
how to add bookmarks to tell a story about the report.
Here are a few more resources that will help you with your next steps with Power BI.
• Getting started: http://powerbi.com
• Power BI Desktop: https://powerbi.microsoft.com/desktop
• Power BI Mobile: https://powerbi.microsoft.com/mobile
• Community site https://community.powerbi.com/
• Power BI Getting started support page:
https://support.powerbi.com/knowledgebase/articles/430814-get-started-with-power-bi
• Support site https://support.powerbi.com/
• Feature requests https://ideas.powerbi.com/forums/265200-power-bi-ideas
• New ideas for using Power BI https://aka.ms/PBI_Comm_Ideas
• Power BI Courses http://aka.ms/pbi-create-reports
• Power Platform https://powerplatform.microsoft.com/en-us/instructor-led-training/
• Power Apps Business Apps | Microsoft Power Apps
• Power Automate Power Automate | Microsoft Power Platform
• Dataverse What is Microsoft Dataverse? - Power Apps | Microsoft Docs
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