This tour shows you how Power BI Desktop works, what it can do, and how to build robust data models and amazing reports to amplify your business intelligence.
Power BI service and share with others.
Financial Sample Excel workbook to follow along with the video.
How Power BI Desktop works
With Power BI Desktop, you can:
- Connect to data, including multiple data sources.
- Shape the data with queries that build insightful, compelling data models.
- Use the data models to create visualizations and reports.
- Power BI service.
Through the combination of Power BI Desktop and the Power BI service, new insights from the world of data are easier to model, build, share, and extend.
Let's get started.
备注
This article describes standard Power BI Desktop.
Install and run Power BI Desktop
See download or language options.
Select the Download icon in the top menu bar, and then select Power BI Desktop.
Start Power BI Desktop from the Windows Start menu or from the icon in the Windows taskbar.
The first time Power BI Desktop starts, it displays the Welcome screen.
Select the close icon to close the Welcome screen.
The current view is indicated by the yellow bar along the left, and you can change views by selecting any of the icons.
Report view is the default view.
In Power Query Editor, you can build queries and transform data, then load the refined data model into Power BI Desktop to create reports.
Connect to data
In this quick tour, you connect to a couple of different Web data sources.
Best and worst states for retirement page has interesting data on this subject.
On the Power BI Desktop Home tab, select Get Data > Web to connect to a web data source.
In the From Web dialog box, paste the address https://www.bankrate.com/retirement/best-and-worst-states-for-retirement/ into the URL field, and select OK.
If prompted, on the Access Web Content screen, select Connect to use anonymous access.
You're interested in the table, so select it to see a preview.
At this point you can select Load to load the table, or Transform data to make changes in the table before you load it.
The Query Settings pane is on the right, or you can always show it by selecting Query Settings on the View tab of Power Query Editor.
Connect to data in Power BI Desktop.
Shape data
Shaping doesn't affect the original data source, only this particular view of the data.
备注
As such, the steps you need to follow might vary, requiring you to be creative about how you adjust steps or outcomes, which is all part of the fun of learning.
This process occurs when you use the query in Power BI Desktop, or when anyone uses your shared query, such as in the Power BI service.
In the third step, Changed type, Power BI recognized whole number data when importing it, and automatically changed the original web Text data type to Whole numbers.
Either right-click a column header, select Change Type, and choose a new data type from the menu, or drop down the list next to Data Type in the Transform group of the Home tab, and select a new data type.
备注
Most of the tasks you can select on the Home or Transform tabs of the ribbon are also available by right-clicking an item and choosing from the menu that appears.
You can now apply your own changes and transformations to the data and see them in Applied Steps.
The data now appears sorted by weather ranking, and the step Sorted Rows appears in Applied Steps.
In the Remove Bottom Rows dialog box, enter 10, and then select OK.
The bottom 10 worst weather rows are removed from the table, and the step Removed Bottom Rows appears in Applied Steps.
Hold down the Shift key to select several adjacent columns, or Ctrl to select non-adjacent columns.
The selected columns are removed, and the step Removed Columns appears in Applied Steps.
For more flexibility, you could delete each column as a separate step.
For intermediate steps, Power BI Desktop will warn you if the change could affect later steps and break your query.
You also get a warning if you select the Sorted Rows step and try to add a new intermediate step at that point.
Under Properties in the Query Settings pane, replace the old title with Best states for sunglass sales.
The finished query for your shaped data looks like this:
Shape and combine data in Power BI Desktop.
Combine data
To use that data, you need some way to associate your state names with their abbreviations.
Another public data source does just that, but the data will need a fair amount of shaping before you can combine it with your sunglass table.
To import the state abbreviations data into Power Query Editor, select New Source > Web from the New Query group on the Home tab of the ribbon.
In the From Web dialog box, enter the URL for the state abbreviations site: https://en.wikipedia.org/wiki/List_of_U.S._state_abbreviations.
The table opens in Power Query Editor.
Then, either right-click one of the column headers and select Remove Other Columns, or, from the Manage Columns group of the Home tab, select Remove Other Columns.
In the Filter Rows dialog box, drop down the Enter or select a value field next to equals and select State.
Select OK.
You can rename the columns to make more sense, for example State name, Status, and Abbreviation, by right-clicking the column headers and selecting Rename.
Note that all of these steps are recorded under Applied Steps in the Query Settings pane.
Your shaped table now looks like this:
Retitle the table to State codes in the Properties field of Query Settings.
There are two primary ways of combining queries: merge and append.
When you have additional rows of data you'd like to add to an existing query, you append the query.
Then select Merge Queries from the Combine group in the Home tab of the ribbon.
Select the column to match from each table, in this case State from the Best states for sunglasses query and State name from the State codes query.
Select OK.
You can expand the merged table and include only the columns you want.
Deselect Use original column name as prefix, and then select OK.
备注
It's a free do-over, which you can do as many times as you like until the expand process looks the way you want it.
Shape and combine data in Power BI Desktop.
This query can serve as a basis for lots of additional, interesting data connections, such as demographics, wealth levels, or recreational opportunities in the states.
You can also select just Apply to keep the query open in Power Query Editor while you work in Power BI Desktop.
To reopen Power Query Editor from Power BI Desktop, select Edit Queries on the Home tab of the Power BI Desktop ribbon.
Build reports
The Report view has six main areas:
- The ribbon at the top, which displays common tasks associated with reports and visualizations.
- The canvas area in the middle, where visualizations are created and arranged.
- The pages tab area at the bottom, which lets you select or add report pages.
- The Filters pane, where you can filter data visualizations.
- The Visualizations pane, where you can add, change, or customize visualizations, and apply drillthrough.
- You can drag these fields onto the canvas, the Filters pane, or the Visualizations pane to create or modify visualizations.
Collapsing the panes provides more space on the canvas to build cool visualizations.
For example, drag the State field from Best states for sunglass sales onto the canvas, and see what happens.
The visualization shows data points for the 40 states from your data model.
The Visualizations pane shows information about the visualization and lets you modify it.
- You can change the type of a selected visualization by selecting a different icon, or create a new visualization by selecting an icon with no existing visualization selected.
- The Fields option in the Visualization pane lets you drag data fields to Legend and other field wells in the pane.
- The Format option lets you apply formatting and other controls to visualizations.
The options available in the Fields and Format areas depend on the type of visualization and data you have.
Under Filter type, drop down and select Top N. Under Show items, select Bottom, because you want to show the items with the lowest numerical ranks, and enter 10 in the next field.
Drag the Weather field from the Fields pane into the By value field, and then select Apply filter.
You now see only the top 10 weather states in the map visualization.
Retitle your visualization by selecting the Format icon in the Visualization pane, selecting Title, and typing Top 10 weather states under Title text.
A column chart shows the 40 states in your query, ranked from highest to lowest numerical rank, or worst to best weather.
To switch the order of the ranking so that number 1 appears first, select the More options ellipsis at the upper right of the visualization, and select Sort ascending from the menu.
To limit the table to the top 10 states, apply the same bottom 10 filter as you did for the map visualization.
Then, turn the Y axis selector to Off, and turn Data labels to On.
Now, the top 10 weather states appear in ranked order along with their numerical rankings.
These Table and Line and clustered column chart visualizations shows the top 10 weather states along with their affordability and overall rankings:
To go to a different page of the report, select the page from the pages bar.
To configure page sizes, backgrounds, and other page information, select the Format icon with no visualization selected.
When you finish creating your pages and visualizations, select File > Save and save your report.
Report View in Power BI Desktop.
Share your work
You must have a Power BI account to be able to publish or upload reports to Power BI service.
To publish to the Power BI service from Power BI Desktop, from the Home tab of the ribbon, select Publish.
You may be prompted to sign in to Power BI, or to select a destination.
When the publish process is complete, you see the following dialog:
When you select the link to open the report in Power BI, your report opens in your Power BI site under My workspace > Reports.
On your Power BI Home page, select Get data at lower left to start the process of loading your Power BI Desktop report.
On the next page, select Get from the Files section.
Browse to and select your Power BI Desktop .pbix file, and select Open.
After the file imports, you can see it listed under My workspace > Reports in the left pane of the Power BI service.
You can select different pages from the tabs at the left of the report.
To save your changes, select Save a copy.
Share a dashboard.
To share a report or dashboard, select Share at the top of the open report or dashboard page, or select the Share icon next to the report or dashboard name in the My workspace > Reports or My workspace > Dashboards lists.
Complete the Share report or Share dashboard screen to send an email or get a link to share your report or dashboard with others.
There are many compelling data-related mash-ups and visualizations you can do with Power BI Desktop and the Power BI service.
Next steps
When using the diagnostics port, making any changes to the model is not supported. Changes to the model may lead to corruption and data loss.
For more information on the many capabilities of Power BI Desktop, check out the following resources:
- Query overview in Power BI Desktop
- Data sources in Power BI Desktop
- Connect to data in Power BI Desktop
- Tutorial: Shape and combine data with Power BI Desktop
- Common query tasks in Power BI Desktop
相关文章
反馈
提交和查看相关反馈