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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: 01.10.2017 Copyright 2015 Microsoft 136 |P a g e Maintained by: Microsoft Corporation7.Select the VanArsdelExcelReportyou 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: 01.10.2017 Copyright 2015 Microsoft 137 |P a g e Maintained by: Microsoft Corporation10.Once 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. 11.You will now see the Excel report under the Reports. You will notice an Excel icon next to the report to indicate it’s a high fidelity Excel report, meaning the excel content with pivot tables and charts can be viewed in Power BI.
Version: 01.10.2017 Copyright 2015 Microsoft 138 |P a g e Maintained by: Microsoft Corporation12.If you click the ellipsis (…)to the right of the report, you will have the option to View the report. 13.Clicking Viewopens the excel report within Power BI. Notice the Pivot Table reports is displayed. 14.Highlightthe Excel cells with data and click on the Pin on the top right corner. 15.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: 01.10.2017 Copyright 2015 Microsoft 139 |P a g e Maintained by: Microsoft Corporation16.Navigate back to .VanArsdel dashboard and notice the Excel report is part of the dashboard. 17.Resize and reposition the tiles as shown.
Version: 01.10.2017 Copyright 2015 Microsoft 140 |P a g e Maintained by: Microsoft Corporation18.To schedule a refresh for your Excel workbook click on the ellipses …next to your Excel report and click Schedule Refresh.19.You will be in the Settingspage. Depending on your source data (cloud or on premise) you can setup data refresh. If the source data is on premise you need a personal gateway. We will not be setting up data refresh again in this section. You can setup the data refresh very similar to what you did in earlier section for your Excel workbooks. 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: 01.10.2017 Copyright 2015 Microsoft 141 |P a g e Maintained by: Microsoft CorporationRow-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 is not enabled. Since we are using both QnA and Quick Insights feature in the .VanArsdel dashboard we created, let’s create a new dashboard and publish a different Power BI Desktop file which has row-level security created.