For several years now, Power BI and Excel have been developing side by side with the idea that analysts do not save all their tables exclusively on a local computer, OneDrive or SharePoint repositories, but that they can also download them from Power BI reports that are published on the company’s tenant. If you use a Microsoft365 subscription that is connected to a company account, you can easily retrieve such tables.
From the very beginning, Power BI allows us to import Excel workbooks in two ways: as a data source or as a report. This second option is useful when we already have ready-made reports that we want to use in parallel with Power BI reports. Recently, within the Microsoft 365 subscription, the Publish to Power BI option has appeared, which enables direct publishing of reports on the Power BI service. How does this work?
Power Query allows you, whether you use Excel or Power BI, to connect to numerous data sources, retrieve, transform, and use “refined” data to create reports. On that occasion, each step in the transformation process is recorded and, when you refresh the link to the source, the steps are repeated in the given order and you get tables of identical structure. What is a purpose of Dataflows?
Workspace, as its name says, is used for the integration of data, reports and dashboards that is used in your daily work. The default workspace is called My Workspace and everything you create (datasets, reports, dashboards) is kept on this site, unless otherwise is specified. This post is word about how to create custom workspaces and use them to share content with other users. This functionality is enabled only in PowerBI Pro version.