{"id":169597,"date":"2023-08-03T11:38:46","date_gmt":"2023-08-03T10:38:46","guid":{"rendered":"https:\/\/datascientest.com\/en\/?p=169597"},"modified":"2023-10-30T19:44:32","modified_gmt":"2023-10-30T18:44:32","slug":"tutorial-power-bi-learn-how-to-use-the-bi-tool-by-microsoft","status":"publish","type":"post","link":"https:\/\/datascientest.com\/en\/tutorial-power-bi-learn-how-to-use-the-bi-tool-by-microsoft","title":{"rendered":"Tutorial Power BI: Learn how to use the BI tool by Microsoft"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"169597\" class=\"elementor elementor-169597\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0d5d033 e-flex e-con-boxed e-con\" data-id=\"0d5d033\" data-element_type=\"container\" data-settings=\"{&quot;content_width&quot;:&quot;boxed&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c19a80 elementor-widget elementor-widget-heading\" data-id=\"5c19a80\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.15.0 - 02-08-2023 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">Would you like to use Power BI, but don't know where to start? In this tutorial, you'll learn how to use Microsoft's Business Intelligence platform and its various functions: install the software, create dashboards, connect data sources and much more.<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7704117 elementor-widget elementor-widget-text-editor\" data-id=\"7704117\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.15.0 - 02-08-2023 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p><span style=\"font-weight: 400;\">Microsoft&#8217;s Power BI platform is one of the most widely used <strong>data visualization and business intelligence<\/strong> tools. It brings together a collection of applications, connectors and software services used to collect data from different sources, <strong>transform data or produce reports<\/strong>.<\/span><\/p><p><span style=\"font-weight: 400;\">It&#8217;s a powerful tool, offering many possibilities. However, it can be a <strong>complex tool for beginners<\/strong>. In this tutorial, we&#8217;ll show you how to use Power BI&#8217;s main functions.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ba9b3be elementor-widget elementor-widget-heading\" data-id=\"ba9b3be\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Download and install Power BI Desktop<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-117de1d elementor-widget elementor-widget-text-editor\" data-id=\"117de1d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">To download and install Power BI Desktop, you first need to meet a number of prerequisites. The machine on which the software is installed must be running Windows 7, Windows 8, Windows 8.1, Window 10, or Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2.<br \/><\/span><span style=\"font-weight: 400;\">The <strong>Internet Explorer 9<\/strong> or higher must be installed. However, Power BI Desktop is compatible with both 32-bit and 64-bit platforms.<\/span><\/p><p><span style=\"font-weight: 400;\">First, download Power BI Desktop from the official website. Click on the <strong>&#8220;Free Download&#8221;<\/strong> button. You will be redirected to the Microsoft Store, from where you can obtain the application.<br \/><\/span><span style=\"font-weight: 400;\">Then click on the <strong>&#8220;Install&#8221;<\/strong> button to start installation. You can follow the installation process on-screen. At the end of the process, a welcome screen appears. You can now register and start using the tool.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-62bf61a elementor-align-center button-principal elementor-widget elementor-widget-button\" data-id=\"62bf61a\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"https:\/\/datascientest.com\/en\/power-bi-training\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn how to use Power BI<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-197c7cb elementor-widget elementor-widget-heading\" data-id=\"197c7cb\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">How do I create dashboards and reports?<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b978c46 elementor-widget elementor-widget-text-editor\" data-id=\"b978c46\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">A <strong>Power BI dashboard<\/strong> is a single page, also known as a canvas. It presents data in the form of visualizations, to provide a consolidated overview.<br \/><\/span><span style=\"font-weight: 400;\">The <strong>different visualizations<\/strong> displayed on the dashboard are called &#8220;tiles&#8221;. They are derived from reports, and each report is based on a set of data. It is possible to combine data from both onsite and cloud sources.<\/span><\/p><p><span style=\"font-weight: 400;\">Knowing that a <strong>dashboard is limited to a single page<\/strong>, it&#8217;s important to design it to display only the essential elements. Here&#8217;s how to go about it.<\/span><\/p><p><span style=\"font-weight: 400;\">The first step is to <strong>import a dataset<\/strong> into Power BI and use it to create a dashboard. First open Power BI Desktop and click on the &#8220;File&#8221; menu. Go to the &#8220;Import&#8221; option, and choose the dataset file (Excel or other) to import.<br \/><\/span><span style=\"font-weight: 400;\">After selecting the file, <strong>click on the &#8220;Open&#8221;<\/strong> <strong>button<\/strong>. Click the &#8220;Start&#8221; button if prompted. The file is imported, and a report is automatically created. When the import is complete, click on the &#8220;Close&#8221; button to confirm.<br \/><\/span><span style=\"font-weight: 400;\">Alongside Dashboards,<strong> a Power BI report offers several perspectives<\/strong> on a data set. Visualizations represent different insights and discoveries from the dataset.<\/span><\/p><p><span style=\"font-weight: 400;\">A report can offer a <strong>single visualization, or multiple visualizations<\/strong>. The objective is different from that of Dashboards. These visualizations are not static: they are highly interactive and customizable.<br \/><\/span><span style=\"font-weight: 400;\">They are also updated whenever data changes. <strong>Data can be added or deleted<\/strong>, visualization types can be changed, and filters can be applied to the model to uncover insights.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-701be18 elementor-widget__width-initial elementor-widget elementor-widget-video\" data-id=\"701be18\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/www.youtube.com\\\/watch?v=XxrX9GxBtJU&amp;t=1s&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.15.0 - 02-08-2023 *\/\n.elementor-widget-video .elementor-widget-container{overflow:hidden;transform:translateZ(0)}.elementor-widget-video .elementor-wrapper{aspect-ratio:var(--video-aspect-ratio)}.elementor-widget-video .elementor-wrapper iframe,.elementor-widget-video .elementor-wrapper video{height:100%;width:100%;display:flex;border:none;background-color:#000}@supports not (aspect-ratio:1\/1){.elementor-widget-video .elementor-wrapper{position:relative;overflow:hidden;height:0;padding-bottom:calc(100% \/ var(--video-aspect-ratio))}.elementor-widget-video .elementor-wrapper iframe,.elementor-widget-video .elementor-wrapper video{position:absolute;top:0;right:0;bottom:0;left:0}}.elementor-widget-video .elementor-open-inline .elementor-custom-embed-image-overlay{position:absolute;top:0;right:0;bottom:0;left:0;background-size:cover;background-position:50%}.elementor-widget-video .elementor-custom-embed-image-overlay{cursor:pointer;text-align:center}.elementor-widget-video .elementor-custom-embed-image-overlay:hover .elementor-custom-embed-play i{opacity:1}.elementor-widget-video .elementor-custom-embed-image-overlay img{display:block;width:100%;aspect-ratio:var(--video-aspect-ratio);-o-object-fit:cover;object-fit:cover;-o-object-position:center center;object-position:center center}@supports not (aspect-ratio:1\/1){.elementor-widget-video .elementor-custom-embed-image-overlay{position:relative;overflow:hidden;height:0;padding-bottom:calc(100% \/ var(--video-aspect-ratio))}.elementor-widget-video .elementor-custom-embed-image-overlay img{position:absolute;top:0;right:0;bottom:0;left:0}}.elementor-widget-video .e-hosted-video .elementor-video{-o-object-fit:cover;object-fit:cover}.e-con-inner>.elementor-widget-video,.e-con>.elementor-widget-video{width:var(--container-widget-width);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-wrapper elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-48a99a8 e-flex e-con-boxed e-con\" data-id=\"48a99a8\" data-element_type=\"container\" data-settings=\"{&quot;content_width&quot;:&quot;boxed&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fb77991 elementor-widget elementor-widget-heading\" data-id=\"fb77991\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">How do I connect data sources?<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f008a14 elementor-widget elementor-widget-text-editor\" data-id=\"f008a14\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Many data sources are compatible with Power BI Desktop and Power BI Service. To review all available data connections, simply <strong>click on the &#8220;Get Data&#8221; button<\/strong>.<\/span><\/p><p><span style=\"font-weight: 400;\">The tool can be connected to various Flat files, the Azure Cloud, a SQL database or web platforms such as Google Analytics, Facebook or Salesforce. An ODBC connection can also be used to connect to other ODBC data sources.<\/span><\/p><p><span style=\"font-weight: 400;\">Similarly, Power BI can be connected to an OData stream, or to <strong>Oracle, IBM Db2, IBM Netezza, and IBM Informix<\/strong> <strong>databases<\/strong>. Other sources such as Exchange and <a href=\"https:\/\/datascientest.com\/en\/hadoop-what-is-it\" target=\"_blank\" rel=\"noopener\">Hadoop<\/a> are also supported.<\/span><\/p><p><span style=\"font-weight: 400;\">To connect data sources to Power BI Desktop, first click on the <strong>&#8220;Get Data&#8221; button<\/strong> on the main menu. You&#8217;ll then see a list of the most common data sources. By clicking on the &#8220;More&#8221; button, you can see the complete list of available data sources.<br \/><\/span><span style=\"font-weight: 400;\">On the left-hand side of the screen, you can see the <strong>different categories of data sources<\/strong>. An option at the top of the screen also allows you to perform a search.<br \/><\/span><span style=\"font-weight: 400;\">In the &#8220;all&#8221; category, you can view all <strong>Power BI Desktop-compatible data sources<\/strong>. This category gives you an overview.<br \/><\/span><span style=\"font-weight: 400;\">By clicking on the &#8220;File&#8221; option, you can review all flat files supported by the platform. You can choose any file type from the list, and click on the <strong>&#8220;Connect&#8221; button<\/strong> to connect it to Power BI.<\/span><\/p><p><span style=\"font-weight: 400;\">The <strong>&#8220;<a href=\"https:\/\/datascientest.com\/en\/database-what-is-it\" target=\"_blank\" rel=\"noopener\">Database<\/a>&#8221; option<\/strong> lists all available database connections. To establish a connection, you need to enter the server name, user name and password. It is also possible to connect via a direct SQL query using the &#8220;Advanced&#8221; option.<\/span><\/p><p><span style=\"font-weight: 400;\">You can also choose between <strong>two connectivity modes<\/strong>: Import or DirectQuery. The <strong>&#8220;Import&#8221; method<\/strong> is used for data transformation and manipulation. When data is published to the PBI service, it is consumed and transferred to the Power BI backend. Data can be refreshed up to 8 times a day, with scheduling available.<\/span><\/p><p><span style=\"font-weight: 400;\">The <strong>second DirectQuery method<\/strong> limits options in terms of data manipulation. What&#8217;s more, the data remains in the SQL database. The advantage of this live method is that there&#8217;s no need to schedule refreshes as with the import method.<\/span><\/p><p><span style=\"font-weight: 400;\">With the <strong>Azure option<\/strong>, Power BI can be connected to a database on Microsoft&#8217;s Azure Cloud. For its part, the &#8220;Online Services&#8221; option lets you connect Power BI to various online services such as Exchange, Salesforce, Google Analytics or Facebook. Finally, the &#8220;Other&#8221; category includes all other data sources compatible with the platform.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b8f44d2 e-flex e-con-boxed e-con\" data-id=\"b8f44d2\" data-element_type=\"container\" data-settings=\"{&quot;content_width&quot;:&quot;boxed&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-192c809 elementor-widget elementor-widget-heading\" data-id=\"192c809\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">How do I learn to use Power BI?<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-749c468 elementor-widget elementor-widget-text-editor\" data-id=\"749c468\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Now you know the basics of Power BI. To learn how to use this Business Intelligence tool in greater depth, there are a number of options available to you.<\/span><\/p><p><span style=\"font-weight: 400;\">Firstly, <strong>Microsoft offers a number of guides and tutorials<\/strong>. These are a simple and effective way of discovering Power BI&#8217;s various functionalities.<br \/><\/span><span style=\"font-weight: 400;\">There are also <strong>numerous<\/strong> <strong>videos<\/strong> on <strong>YouTube<\/strong>, enabling you to learn how to master all facets of the platform. You can also register on various forums to exchange ideas and receive advice from the vast community of users.<\/span><\/p><p><span style=\"font-weight: 400;\">To truly master Power BI, you can opt for a <strong>DataScientest training courses<\/strong>. We just launched our new training course on Power BI. Become an expert within <strong>5 days<\/strong>.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-67c7bd0 elementor-align-center button-principal elementor-widget elementor-widget-button\" data-id=\"67c7bd0\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"https:\/\/datascientest.com\/en\/power-bi-training\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Start your training today<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Would you like to use Power BI, but don&#8217;t know where to start? In this tutorial, you&#8217;ll learn how to use Microsoft&#8217;s Business Intelligence platform and its various functions: install the software, create dashboards, connect data sources and much more. Microsoft&#8217;s Power BI platform is one of the most widely used data visualization and business [&hellip;]<\/p>\n","protected":false},"author":45,"featured_media":169599,"comment_status":"open","ping_status":"open","sticky":false,"template":"elementor_theme","format":"standard","meta":{"content-type":"","inline_featured_image":false},"categories":[2420],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.7 (Yoast SEO v21.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tutorial Power BI: How to use the Microsoft tool I DataScientest<\/title>\n<meta name=\"description\" content=\"Would you like to use Power BI, but don&#039;t know where to start? 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