Overview of PowerBI.com and the Power BI Designer
Bottom line: Learn how Power BI, a brand new tool from Microsoft, will change how you visualize and share your data. Plus, it's FREE!
Skill level: Beginner
If part of your job is to create charts and dashboards, well your job just got a whole lot cooler! 🙂
I am really excited about this new tool from Microsoft. Power BI allows you to create interactive charts and dashboards using the Power BI Designer application.
The best part, it's all completely 100% free! I still can't believe this…
Power BI Overview Video
In the following video I explain PowerBI.com and the Power BI Designer. You just have to see it in action!
Best viewed in Full Screen HD.
Power BI Explained
What exactly is Power BI? You've probably heard of Power Query, Power Pivot, and Power View before, and know those as add-ins for Excel.
Well, Power BI is a new application that brings all these tools together in one place.
The Power BI Designer is a separate application outside of Excel. You basically use this one app to bring in your data and create all the charts and reports.
You can then publish the reports to PowerBI.com to create dashboards and share them with anyone.
Here is a high-level overview of how Power BI works.
Step 1 – Get the Data & Prepare it for Reporting
The first step is getting data. You can bring data in from just about any source including Excel, databases, web pages, and much more.
The Power BI Designer basically uses Power Query to get data. So if you have used Power Query before then you will feel right at home with the getting data in the Designer.
You can also transform your data just like you would in Power Query in Excel. It's the exact same tool.
So processes like filtering, removing blanks, splitting columns, unpivoting, and merging data are very easy to do. Power Query allows you to create a system and automated process.
In the video I bring data for Mammoth Mountain Ski Resort from three different sources.
- Snowfall history from their webpage.
- Facebook post data from their Facebook page.
- California ski resort data from Wikipedia.
Checkout my Overview of Power Query to learn more about this incredible tool and all the places you can get data from.
Step 2 – Create Reports – Calculate & Visualize the Data
Once you have your data you can start creating reports. This is somewhat similar to creating Pivot Charts in Excel.
The field list is on the right side of the Report window, and you can choose from quite a few different chart types to display your data.
You can also create relationships between your data tables and write DAX measures (formulas). This is the same process you would do in Power Pivot, but it's all right here in the Power BI Designer. This makes it an extremely powerful tool, and will allow you to create some very advanced analytics between data sets.
Step 3 – Share With Anyone
Once you have created your reports in the Power BI Designer, you can then upload them to PowerBI.com to share with anyone.
This is a fantastic feature because it instantly makes your reports consumable by anyone with an internet connection. You can even get the Power BI app for iOS and view the reports on your iPad or iPhone. Believe me, the boss will love this!
PowerBI.com is loaded with features:
- Interactive (clickable) reports that filter the other reports on the page as you click.
- Q&A Box that allows you to type questions about your data and get visual answers in the form of charts.
- Dashboards that summarize all your reports in one place for quick viewing.
- The ability to update and edit your charts.
- The ability to refresh your data and schedule refreshes from your data sources.
- Share your reports and dashboards with anyone.
Power BI is Amazing!
Power BI really is an amazing tool, and not just because it's free. It brings a whole new way of visualizing and sharing your data. And it might also help put an end to some boring Power Point presentations…
I will be sharing more about Power BI in the future, but I encourage you to head over to Powerbi.com to check it out. You can download the Designer there (it's also free) and start creating dashboards.
I should also mention that Power BI is still in Preview. So you might run into some bugs and errors. However, I know that the team at Microsoft is working hard to add new features. They are releasing new updates about once a month, and are very dedicated to improving this tool. You can help them out by leaving feedback on the support page.
Please leave a comment below with any questions. Thanks!