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Using the content pack, you will achieve the first three business requirements in the beginning of this section.
Version: 01.10.2018 Copyright 2015 Microsoft 137 |P a g e Maintained by: Microsoft CorporationPower BI Service - View and manage your Excel reports in Power BI The next business problem is to share information to your end-users on how they can bring in their Excel content and setup data refresh. In this section you will learn how to bring your Excel content and setup refresh so that you can guide your end-users who want to view all their content from Power BI. 1.Click on the top left corner and select OneDrive. 2.Go to the documents and upload VanArsdelExcelReport.xlsxlocated in /DIAD/Reportsfolder.
Version: 01.10.2018 Copyright 2015 Microsoft 138 |P a g e Maintained by: Microsoft Corporation4.Login to (or URL provided by the instructor) using your organizational credential and click on Get Data.5.Click on Getunder Files as shown in the figure. 6.In the Get DataFiles page click on OneDrive –Businessas shown in the figure.
Version: 01.10.2018 Copyright 2015 Microsoft 139 |P a g e Maintained by: Microsoft Corporation7.Select the VanArsdelExcelReport.xlsxyou uploaded to your Onedrive for Business and click Connectas shown in the figure. 8.In the OneDrive for Business page you have two options: a.Import Excel data into Power BI. b.Connect, Manage and View Excel reports in Power BI. 9.Select option (b)(Connect)as highlighted in the figure.
Version: 01.10.2018 Copyright 2015 Microsoft 140 |P a g e Maintained by: Microsoft CorporationOnce the Excel workbook has been successfully connected to Power BI you will see the information shown in the figure on top right corner of your browser. 10.From the top menu, select Workbooksand notice the uploaded file. 11.Click on the report name to view it. Notice the report opens in your browser. 12.Highlightthe Excel cells with data and click on the Pin on the top right corner. 13.Pinthe Excel report to .VanArsdel dashboard. Navigate to the other sheets of the excel work book and filter the pivot table to analyze data.
Version: 01.10.2018 Copyright 2015 Microsoft 141 |P a g e Maintained by: Microsoft Corporation14.Navigate back to .VanArsdel dashboardand notice the Excel report is part of the dashboard. 15.Resizeand reposition the tiles as needed. The workbook is hosted on OneDrive, we do not have to set up scheduled refresh. But if it is hosted on premises, there is an option to refresh it. 16.To schedule a refresh for your Excel workbook click on the ellipses …next to your Excel report and click Schedule Refresh.Setting up the schedule is like before. You have learned how to view and manage your Excel reports within Power BI. You can now communicate to your power users of Excel to leverage this functionality for your workbooks. This helps address the fourth business problem we reviewed earlier.
Version: 01.10.2018 Copyright 2015 Microsoft 142 |P a g e Maintained by: Microsoft CorporationPower BI Service - Row-Level Security Row-level security with Power BI can be used to restrict data access for given users. Remember we have created various roles in the Power BI Desktop model. Using Power BI Service, we will add users to these roles. For dashboards with row-level security enabled, QnA and Quick Insights