Coding

Power BI | Quick Project | Power BI Service

  • 00:00:00 welcome back to the final video of our
  • 00:00:03 power bi project in this video we will
  • 00:00:06 finally work with the cloud solution
  • 00:00:08 power bi service because of that I'm
  • 00:00:10 already on the pricing page because as
  • 00:00:14 you can see right here we have three
  • 00:00:16 different versions available now what's
  • 00:00:18 the difference and what version do we
  • 00:00:21 need well the first thing we can see is
  • 00:00:23 that power bi premium right here is for
  • 00:00:26 large deployments this means in our case
  • 00:00:29 we do not need that so let's focus on to
  • 00:00:33 these two versions now now the first
  • 00:00:36 version the left one is the free version
  • 00:00:38 this includes of course power bi desktop
  • 00:00:41 we work of that already
  • 00:00:43 and also partially kind of includes
  • 00:00:46 power bi service
  • 00:00:47 this means publishing data from power bi
  • 00:00:50 desktop to power B a service is possible
  • 00:00:53 without paying the problem is that
  • 00:00:56 sharing the information that you publish
  • 00:00:58 to power bi service with other people is
  • 00:01:01 not possible and therefore well the free
  • 00:01:04 version is great to play around but if
  • 00:01:06 you really want to use that you will see
  • 00:01:08 that these limitations might be a
  • 00:01:10 problem soon and that's the reason why
  • 00:01:13 power bi Pro is the version we will use
  • 00:01:16 in this project now you can see that
  • 00:01:19 this costs almost 10 dollars per user
  • 00:01:21 per month but the great thing is that
  • 00:01:24 you also get a free trial right here
  • 00:01:26 this is a 60 days free trial by the way
  • 00:01:29 so not just one day or something like
  • 00:01:30 that so for this project you can simply
  • 00:01:33 sign in to power bi Pro we're using this
  • 00:01:37 free trial actually and then play around
  • 00:01:39 with the tool there is only one
  • 00:01:41 important thing that you have to keep in
  • 00:01:43 mind to create such a power bi service
  • 00:01:45 or Pro account you'll need a corporate
  • 00:01:49 or a school or a university email email
  • 00:01:53 domains like Gmail for example won't
  • 00:01:55 work to create a power bi account that's
  • 00:01:58 important but as soon as you got such an
  • 00:02:00 email address you are free to create
  • 00:02:02 such an account and by that use the
  • 00:02:05 sixty days trial of power bi pro now as
  • 00:02:08 soon as you did that and log in to power
  • 00:02:11 bi service then you will see something
  • 00:02:13 that well as part of this project we
  • 00:02:16 will not cover all of the functions of
  • 00:02:18 power bi service actually we will just
  • 00:02:21 focus on to the core functions and these
  • 00:02:24 core functions basically include how can
  • 00:02:27 we now publish our project from power bi
  • 00:02:29 desktop to power bi service and how can
  • 00:02:32 we then share our results so let's do
  • 00:02:35 this right now well the first thing you
  • 00:02:37 can do is we can well we could use that
  • 00:02:39 but I want to go to my workspace first
  • 00:02:42 right here because this is well as the
  • 00:02:44 name says your workspace where you can
  • 00:02:47 see your dashboard you report your
  • 00:02:49 workbooks and your data sets we can skip
  • 00:02:52 the workbooks because that's rather
  • 00:02:54 related to Excel which we won't use
  • 00:02:56 right here but dashboards reports and
  • 00:02:58 data sets that's important and we can
  • 00:03:01 also see these free or these four words
  • 00:03:03 actually right here so you have it right
  • 00:03:05 here and right there just as you prefer
  • 00:03:07 I will work in this interface for the
  • 00:03:10 moment now we know the data set so this
  • 00:03:13 is kind of the data mode let me create
  • 00:03:15 it and we know the report this is kind
  • 00:03:17 of the visuals that we created but what
  • 00:03:20 about these dashboards then well we will
  • 00:03:22 take a look at these dashboards right
  • 00:03:24 now but to create a dashboard and to see
  • 00:03:27 our report we need to be able to get the
  • 00:03:30 information of power bi desktop into
  • 00:03:32 power bi service and for that we have
  • 00:03:34 two options actually the first option
  • 00:03:37 would be to simply go to create right
  • 00:03:39 here and now select data set right there
  • 00:03:42 you can now go to files just get button
  • 00:03:46 and then go to local file and by that
  • 00:03:49 select your power bi desktop project and
  • 00:03:52 then import the data this way one option
  • 00:03:55 you can use this totally fine but I
  • 00:03:57 would like to show you something else
  • 00:03:59 and to do this we can go back to our
  • 00:04:01 workspace actually right here and now
  • 00:04:04 switch back to our power bi desktop
  • 00:04:06 project that we finished in the last
  • 00:04:08 video so our project text you right here
  • 00:04:11 because there are two important things
  • 00:04:13 in probably a desktop now when it comes
  • 00:04:15 to kind of publishing it information to
  • 00:04:17 power bi service if you go to the home
  • 00:04:20 ribbon right here well then you can see
  • 00:04:23 this publish button I'll come back to
  • 00:04:25 that in a few seconds any
  • 00:04:27 also see that sign-in button and that's
  • 00:04:29 kind of connected of course because we
  • 00:04:31 now created our power bi service account
  • 00:04:33 and by that we have log-in data and we
  • 00:04:37 can now also log in right here into
  • 00:04:39 power of your desktop to kind of connect
  • 00:04:41 these accounts and to kind of be able to
  • 00:04:44 well publish the data then now let's
  • 00:04:46 simply press on to publish now
  • 00:04:48 and here we only have to enter our power
  • 00:04:51 bi service login data so here we need
  • 00:04:54 the email address step 1 let's press
  • 00:04:57 sign in now and now we need the password
  • 00:05:02 of course step 2 and in female press
  • 00:05:06 sign in well then you can see if that
  • 00:05:09 our project is immediately published to
  • 00:05:13 power bi service additionally you can
  • 00:05:15 also see that you logged in right here
  • 00:05:17 because well your name is now displayed
  • 00:05:19 right there and now the publishing
  • 00:05:21 process was successful we got it so we
  • 00:05:24 can actually close that right here and
  • 00:05:25 if we now go back to power bi service
  • 00:05:28 then we also see that our data set is
  • 00:05:32 ready so we can close over here now
  • 00:05:34 where do we see our data set now well as
  • 00:05:37 I said you can click right here if you
  • 00:05:39 want to but then well you kind of don't
  • 00:05:42 see a lot of it but if you click right
  • 00:05:44 here into this left column onto your
  • 00:05:46 project data set on here well then you
  • 00:05:49 can see if you click into the skills
  • 00:05:51 column to open it your project and the
  • 00:05:54 different tables actually with the
  • 00:05:56 different columns but we don't see the
  • 00:05:59 report here but this makes sense because
  • 00:06:01 if you look right here in that report
  • 00:06:03 part click onto that then you can see
  • 00:06:06 all the different visuals that we
  • 00:06:09 created locally in power bi desktop
  • 00:06:10 which are now available right there this
  • 00:06:14 is nice but let's go back to that data
  • 00:06:17 set now because as you can see right
  • 00:06:19 here we are in the data set but this
  • 00:06:21 kind of looks like the reports you that
  • 00:06:23 we had in power bi desktop and this
  • 00:06:25 simply means if we click right here into
  • 00:06:27 that pie chart for example and maybe
  • 00:06:29 increase it a little bit and then simply
  • 00:06:32 add the passengers as a value and the
  • 00:06:36 or maybe let's select the weekdays again
  • 00:06:38 and a legend
  • 00:06:40 then you have well not the most
  • 00:06:42 beautiful chart to be honest but you can
  • 00:06:44 see it that we now created a new report
  • 00:06:46 actually and if you don't want to switch
  • 00:06:48 to report for example to the existing
  • 00:06:49 report then you're asked if you want to
  • 00:06:52 save the changes to this report and if
  • 00:06:54 you now press save then you can create
  • 00:06:56 roles it's called it report test maybe
  • 00:07:01 like that and then you can save that
  • 00:07:03 report like this well and with that you
  • 00:07:06 can see that we still have only oops you
  • 00:07:08 can close that if you still have only
  • 00:07:10 one data set of course but you have to
  • 00:07:12 report you have your project taxi report
  • 00:07:15 and the report test now the important
  • 00:07:18 thing is also and this is true for both
  • 00:07:20 reports that you're now in kind of a
  • 00:07:22 reading view but if you change it to the
  • 00:07:24 edit report view then you can also work
  • 00:07:26 on your report so you can simply change
  • 00:07:29 the size or drag it to the left and
  • 00:07:31 maybe create a second bar chart right
  • 00:07:34 here like that and again at the date and
  • 00:07:39 I don't know the distance maybe as a
  • 00:07:42 value like that again not the most
  • 00:07:45 beautiful chart to be honest but the
  • 00:07:47 important thing is that you can now
  • 00:07:49 press save right here that and now you
  • 00:07:52 save that change to the report right
  • 00:07:54 here you can also do this right here by
  • 00:07:56 the way but of course you won't change
  • 00:07:58 your underlying power bi desktop report
  • 00:08:00 if you change something right here so I
  • 00:08:02 won't change that report actually I just
  • 00:08:05 wanted to make sure that you're aware of
  • 00:08:06 that that you can import the data set
  • 00:08:09 that you can then display your report
  • 00:08:12 that you created a power bi desktop and
  • 00:08:14 that you can also create a new report
  • 00:08:16 based on the data set that you created
  • 00:08:19 in power bi desktop so we kind of have a
  • 00:08:23 basic understanding now of the data set
  • 00:08:25 and of the reports but we didn't talk
  • 00:08:28 about the dashboard so far this is
  • 00:08:30 something we should do right now because
  • 00:08:32 let's go to our project tax report right
  • 00:08:35 here and see how we can now create a
  • 00:08:37 dashboard based on the information right
  • 00:08:40 here so before we do that a dashboard is
  • 00:08:42 actually just kind of a cover page so
  • 00:08:45 this kind of includes the core visuals
  • 00:08:48 that you want to show to another
  • 00:08:50 immediately so if you have ten pages in
  • 00:08:52 the report we talked about that about
  • 00:08:54 the report with the different pages then
  • 00:08:56 you might want to pick the best or the
  • 00:08:58 most important visual of each page and
  • 00:09:01 show this in a dashboard if the other
  • 00:09:04 person then wants to dive deeper then
  • 00:09:07 the person can do this by jumping into
  • 00:09:09 the report let me show you how this
  • 00:09:11 works because basically you have two
  • 00:09:14 options how you can create such a
  • 00:09:15 dashboard well the first thing is you
  • 00:09:17 unreported then click on to pin live
  • 00:09:20 page then you can decide if you want to
  • 00:09:23 pin that whole page that's important to
  • 00:09:26 an existing dashboard well we don't have
  • 00:09:27 any dashboards so we can do that or to a
  • 00:09:30 new dashboard so if we now give it a
  • 00:09:33 name let's call that – page maybe and
  • 00:09:36 press appeal life it's interesting so we
  • 00:09:41 can close that but now you can see that
  • 00:09:42 we have a dashboard and if we click onto
  • 00:09:45 that well then we can see that we have
  • 00:09:48 our entire dashboard right here we can
  • 00:09:50 click into the charts and play around
  • 00:09:52 with that that's important but well
  • 00:09:55 normally you won't pin your whole page
  • 00:09:57 normally as a set you want to pin some
  • 00:10:01 specific visuals of the report so let's
  • 00:10:04 go back to our project tax report then
  • 00:10:06 and now maybe pin only our column chart
  • 00:10:10 right here
  • 00:10:11 this one if you select that visual then
  • 00:10:14 you can find that pins in volunteer and
  • 00:10:16 it says pin visual so if you click onto
  • 00:10:19 it then we could add that to our
  • 00:10:21 existing dashboard the one we just
  • 00:10:22 created but we don't want that we want
  • 00:10:24 to create a new dashboard and this could
  • 00:10:27 be – visual then like that for example
  • 00:10:31 if you now press pin right here and yes
  • 00:10:35 we know it's created but then you see
  • 00:10:37 that we have the second – or create it
  • 00:10:39 and if you now click on – – visual well
  • 00:10:42 then you can see our dashboard right
  • 00:10:44 here and if you click onto that then you
  • 00:10:48 jump into the underlying report and
  • 00:10:49 that's also what I wanted to explain to
  • 00:10:52 you a few minutes ago you have the
  • 00:10:54 dashboard with the first cover page that
  • 00:10:56 first important information and if you
  • 00:10:59 want to dive deeper then you can jump
  • 00:11:01 into the report right
  • 00:11:03 there you can play around of course
  • 00:11:04 again so this is interesting but so far
  • 00:11:08 we simply publish the information from
  • 00:11:11 horrible desktop to power bi service and
  • 00:11:13 we then created a new report page and
  • 00:11:16 created a dashboard but what if you want
  • 00:11:19 to share that information now so let's
  • 00:11:21 say you want to share the – visual this
  • 00:11:23 dashboard and the underlying report with
  • 00:11:25 another person how can you do that now
  • 00:11:28 well the answer is really simple because
  • 00:11:31 we only have to go to – visual so the
  • 00:11:34 dashboard that's going to share and then
  • 00:11:36 we can see that share option but here
  • 00:11:38 now if we click onto that well then you
  • 00:11:42 have to make sure that only users with
  • 00:11:44 power bi Pro will have access to this
  • 00:11:47 dashboard and that's what I wanted to
  • 00:11:50 tell you a few minutes ago when we
  • 00:11:52 talked about the pricing and the
  • 00:11:53 different versions you basically need
  • 00:11:56 power bi Pro to really use this sharing
  • 00:11:59 features that's just what it is actually
  • 00:12:00 but if you have another person which is
  • 00:12:03 using power bi Pro then you can now
  • 00:12:06 really easy share the information
  • 00:12:08 because the only thing you have to do
  • 00:12:10 right now have to enter an email address
  • 00:12:12 right here in my case is the gmail
  • 00:12:16 address so if I press enter now then you
  • 00:12:19 can see that sending that or sharing the
  • 00:12:22 dashboard with a person having Gmail is
  • 00:12:24 not possible but again this makes sense
  • 00:12:27 because if only people who have power bi
  • 00:12:30 Pro can access this dashboard then well
  • 00:12:34 these people need a power bi account and
  • 00:12:36 as I told in the beginning to create
  • 00:12:38 such an account you cannot use a gmail
  • 00:12:40 address for example so that's important
  • 00:12:42 I just wanted to show you that again so
  • 00:12:45 you need a person that has power petrol
  • 00:12:47 and buy that valid email address so
  • 00:12:49 let's change it now to an email address
  • 00:12:51 that is not Gmail which I did right now
  • 00:12:54 and now we get another warning the good
  • 00:12:57 thing is that this warning is not a real
  • 00:13:00 problem it's only a hint that you will
  • 00:13:03 share this information now with a person
  • 00:13:05 outside your organization that's
  • 00:13:08 important you can share the information
  • 00:13:09 with people inside your organization of
  • 00:13:12 course but also with other people which
  • 00:13:14 are not part of your organization
  • 00:13:17 however if you share it the person can
  • 00:13:18 access the information and therefore you
  • 00:13:21 should be careful who you share your
  • 00:13:22 information with but we want to share it
  • 00:13:25 now so this is fine so we can now scroll
  • 00:13:27 down and now we can specify if the
  • 00:13:30 person should be allowed to share our
  • 00:13:32 dashboard again no we don't want that
  • 00:13:34 and if the person should receive an
  • 00:13:37 email notification yeah I think this is
  • 00:13:40 totally fine so we can now press share
  • 00:13:42 right here and now we see that our
  • 00:13:45 dashboard has been shared successfully
  • 00:13:47 so let me now check my emails of my
  • 00:13:50 other accounts because obviously I
  • 00:13:52 invited myself with another account
  • 00:13:54 right here to show you this well and
  • 00:13:56 after you share the dashboard the other
  • 00:13:58 person will receive an email with such a
  • 00:14:01 link so if you click onto that link then
  • 00:14:03 the other person gets the information
  • 00:14:04 and sorry this is German right here but
  • 00:14:07 this basically means down there this
  • 00:14:09 means register and this is simply well
  • 00:14:11 sign in so this should be in your
  • 00:14:13 language then so I click on to sign in
  • 00:14:15 of course and after the other person
  • 00:14:18 then signed in into the account then
  • 00:14:21 well we can access the dashboard right
  • 00:14:24 here you can see that we can click into
  • 00:14:26 it of course and by that go to report
  • 00:14:28 and also jump around in the report this
  • 00:14:31 is great but we cannot access the total
  • 00:14:35 data set that's important the only thing
  • 00:14:38 that's available for this other person
  • 00:14:40 and that's also something you have to
  • 00:14:41 keep in mind is of course the underlying
  • 00:14:43 data of the different visuals because if
  • 00:14:46 the other person simply clicks right
  • 00:14:48 here then it can export the data so
  • 00:14:51 that's important this means with that
  • 00:14:53 method you share the dashboard you share
  • 00:14:56 the report and you share the underlying
  • 00:14:58 data of the visuals that you share but
  • 00:15:01 you don't share the entire data set and
  • 00:15:04 that's it actually that's our power bi
  • 00:15:07 project because now you're so kind of an
  • 00:15:09 example workflow how you can use power
  • 00:15:12 bi and how to combine power bi desktop
  • 00:15:14 and power bi service so we had a look at
  • 00:15:17 power bi desktop the local application
  • 00:15:19 to prepare our data to create our data
  • 00:15:22 model and to create our report with the
  • 00:15:25 different visuals we then publish that
  • 00:15:27 results to power bi service
  • 00:15:30 and we're then even able to share our
  • 00:15:32 dashboard and our reports with other
  • 00:15:35 people and with that I hope that you
  • 00:15:38 learned something in the videos that can
  • 00:15:40 help you in your work with power bi and
  • 00:15:43 with that the only thing I can say right
  • 00:15:45 now is as always actually thanks a lot
  • 00:15:47 for watching and hope to see you in the
  • 00:15:50 next videos bye bye