Power BI Quick Tips

Introduction

• Working faster in Power BI

1. Creating Workspaces and Sharing Dashboards

• Sharing a Power BI dashboard or report
• Accessing Shared with me dashboards
• Creating a group workspace
• Editing a group workspace
• Leaving a group workspace

2. Connecting Data

• Publishing a workbook from the Excel app
• Uploading a file to Power BI online
• Connecting to a sample data file
• Connecting to an app

3. Creating Visualizations, Reports, and Dashboards

• Creating a new report
• Creating a chart tile
• Creating a dashboard
• Creating a big number tile
• Creating a table tile
• Creating a slicer
• Rearranging and resizing tiles

4. Asking Questions and Getting Insights

• Asking natural language questions
• Filtering data
• Getting quick insights
• Getting usage metrics

5. Bookmarks, Favorites, and Notifications

• Subscribing to email notifications
• Bookmarking a report
• Favoriting a dashboard

6. Embedding and Exporting Data

• Getting a link to embed to SharePoint
• Exporting to a PowerPoint presentation
• Exporting to a PDF
• Getting a secure embed code
• Pinning a report to a team channel

7. Creating Apps and Working with Mobile

• Publishing an app
• Creating a mobile phone view
• Working with the mobile app

8. Using Office 365 Integrated Services

• Opening the SharePoint document library
• Accessing conversations in an Outlook group
• Accessing the Office 365 calendar