In one of the earlier posts I wrote about that PowerBI comes in many “flavors”: as a Cloud Service (PowerBI.com) as a development environment (PowerBI Desktop), as application for mobile devices available on Windows, Android and iOS platforms (PowerBI Mobile). Since the majority of you who are reading these lines deal with reports development I decided to demonstrate you, in a practical example, how to use PowerBI Desktop.
Companies sometimes have the need to publish reports that are of importance for the various concerned parties (customers, suppliers, shareholders, banks) such as balance sheet, income statement, inventory… If you connect with ERP or BI solution, and further import data to PowerBI and create reports and dashboards, there is an option to generate a link for sharing PowerBI reports on external web site.
In a previous “recipe” you’ve met PowerBI work environment and ways to create reports and dashboards. In the following post I will introduce you to the featured dashboards, favorites, groups and workspaces, display and filtering the content that appears in the menu. Also, there will be words and the additional options to edit, add content and share dashboards. Most of these options can be used in the free variant PowerBI service.
In the previous “recipe” was the word on how to import data to PowerBI and I have listed a number of sources from which it can connect. In what follows we will focus on the description of the user interface, and then you will see at practical example how to make reports and add them to dashboards. We will not be focusing on details but I believe you will, after reading this article, be able to independently create PowerBI reports.
In a previous post I talked about the history and gave brief introductory remarks regarding PowerBI service and its “tastes” (PowerBI, PowerBI Desktop, PowerBI Mobile). In the text that follows you will see how to apply on PowerBI service and import data from a desired source. We will connect to data table, taken from ERP solution, and connect to the data you will later use to create the report. Concentrate, the magic begins!