Power-bi-dashboard-in-an-hour.pdf - Dashboard in an Hour by Power BI Team Microsoft Version 07.15.2017 Copyright 2015 Microsoft 1|Page Contents Problem

Power-bi-dashboard-in-an-hour.pdf - Dashboard in an Hour by...

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Version: 07.15.2017 Copyright 2015 Microsoft 1 | P a g e Dashboard in an Hour by Power BI Team, Microsoft
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Version: 07.15.2017 Copyright 2015 Microsoft 2 | P a g e Contents Problem Statement .................................................................................................................................................................................................... 3 Document Structure .................................................................................................................................................................................................. 3 Prerequisites .............................................................................................................................................................................................................. 4 Power BI Desktop - Get Data ..................................................................................................................................................................................... 5 Power BI Desktop - Manage Relationship ................................................................................................................................................................ 10 Power BI Desktop - Create Report ........................................................................................................................................................................... 11 Power BI Service Import Report ............................................................................................................................................................................ 23 Power BI Service Create Dashboard ..................................................................................................................................................................... 25 Power BI Service Power Q & A .............................................................................................................................................................................. 35 Power BI Service Share Dashboard ....................................................................................................................................................................... 37 Power BI Mobile Application ................................................................................................................................................................................ 38 References ............................................................................................................................................................................................................... 41
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Version: 07.15.2017 Copyright 2015 Microsoft 3 | P a g e Problem Statement The dataset provided focuses on sales and market share analysis. This type of analysis is very common for the office of a Chief Marketing Officer (CMO). Unlike the office of the Chief Financial Officer (CFO), a CMO is focused not only on company’s performanc e internally (how well do our products sell) but also externally (how well do we do against the competing products). Our company, VanArsdel, manufactures expensive electronic products that could be used for fun as well as work and it sells them directly to consumers in three major markets. VanArsdel and its competitors have retained a 3rd party marketing company to collect and anonymize industry sales so that all participants can benchmark themselves. Sales data along with details of Product, Date and Geography are available in an Excel workbook. Data from these sources need to be brought together to analyze and report on. Document Structure This document has two main sections: Power BI Desktop : This section highlights the features available in Power BI Desktop and walks the user through the process of bringing in data from the data source, modeling and creating visualizations. Power BI Service : This section highlights the features available in Power BI Service including the ability to publish the Power BI Desktop model to the web, creating and sharing dashboard and Power Q & A. The document flow is in a table format. On the left panel are steps the user needs to follow and in the right panel are screenshots to provide a visual aid for the users. In the screenshots, sections are highlighted with red boxes to highlight the action/area user needs to focus on.
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Version: 07.15.2017 Copyright 2015 Microsoft 4 | P a g e Prerequisites Following prerequisites and setup has to be complete for successful completion of the exercise: You must be connected to the internet Signup for Power BI: Go to and sign up for Power BI with a business email address. If you cannot sign up for Power BI, let the instructor know Please go to and Sign in using your Power BI account At minimum, a computer with 2-cores and 4GB RAM running one of the following version of Windows: Windows 10, Windows 7, Windows 8, (64-bit preferred), Windows 8.1, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2 Microsoft Power BI Desktop requires Internet Explorer 9 or greater Verify if you have 32-bit or 64-bit operating system to decide if you need to install the 32-bit or 64-bit applications o
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