PowerBI workspace

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.

Power BI Desktop, drilldown

Drilldown is a term that describes obtaining additional details of a report based on the selected reporting dimension. If you are an experienced Pivot table user you are most certainly aware of the technique. This operation can be also carried out over reports created within PowerBI Desktop environment. In text that follows, I will show you how to perform drilldown.

Chart analytics

Right below the menu with visualization tools there is a set of three icons that allows us to enter one of the three menus that will be shown at the bottom of this panel. They are called Fields, Formats, and Analytics. First shows all the fields that affect appearance of a visual, second has options for its formatting and the third contains functionalities by which we can improve the chart: trend line, constant, minimum, maximum, average and forecast …

Fields for visualization

Various visuals, whether they are tables, cards or charts, have different fields that can be used to adjust their look within the report. We perform this action by dragging dimensions and measures to these fields. In this “recipe” you will be shown usage of fields, depending of common visuals, and how to use them to form quality reports.

Power BI Desktop visuals

Purpose of PowerBI Desktop application is to create reports on a local machine and publish them in the cloud for users who can see them anytime, at any moment, by Internet browser on a PC or a mobile device. Managers need to get clear, simple and visually nice reports. It seems that PowerBI meets all given criteria. In a text that follows I will describe various ways to create reports in PowerBI Desktop.