Power BI Dashboards and Reports

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Questions and Answers

What is the main purpose of a dashboard in Power BI?

  • To present a concise story using highlights from one or more reports. (correct)
  • To provide extensive data modeling capabilities.
  • To create multiple reports from a single data source.
  • To connect to various data sources simultaneously.

Which step is NOT part of the basic process of creating a new report in Power BI?

  • Analyze the data for insights (correct)
  • Share the report
  • Create visualizations
  • Connect to a data source

Why might developers prefer Power BI Desktop over the Power BI service for creating reports?

  • It allows for direct sharing of reports.
  • It limits data modeling capabilities.
  • It provides access to a broader range of data source connectors. (correct)
  • It has a simpler interface.

What functionality does the 'Auto-create report' button provide when creating a report?

<p>It generates the structural framework of a new report document. (A)</p> Signup and view all the answers

In the process of report creation, what is meant by 'modeling' the data?

<p>Transforming and arranging the data for better representation. (D)</p> Signup and view all the answers

Which feature in Power BI service helps to start creating a report from a dataset?

<p>Pick a published dataset tile (B)</p> Signup and view all the answers

When creating a dashboard, which of the following elements is NOT commonly included?

<p>Links to external documents (A)</p> Signup and view all the answers

What is a characteristic of creating a report that can make the process more complex?

<p>The need to model or transform data before visualization. (B)</p> Signup and view all the answers

What must a developer do after creating a report in Power BI to make it accessible to others?

<p>Publish it to the Power BI service (B)</p> Signup and view all the answers

Which action allows a developer to change the chart type while maintaining field assignments in Power BI?

<p>Choosing a different chart icon in the Visualizations pane (C)</p> Signup and view all the answers

What happens if a developer tries to publish a Power BI report but has unsaved changes?

<p>A warning prompt will ask if the developer wants to save changes (B)</p> Signup and view all the answers

Which pane allows a developer to select fields for creating visualizations in Power BI?

<p>Fields pane (C)</p> Signup and view all the answers

During the report creation process in Power BI, what happens when the Month check box is selected?

<p>Sales figures are broken down by months into separate columns (C)</p> Signup and view all the answers

How can developers create additional pages within a Power BI report?

<p>By clicking the + (plus) button at the bottom left of the screen (B)</p> Signup and view all the answers

What must be done first in the publishing process for a report from Power BI Desktop?

<p>Click the Publish button on the ribbon's Home tab (B)</p> Signup and view all the answers

Upon successful publication of a report, what confirmation appears?

<p>A Success message box along with a link to the published file (A)</p> Signup and view all the answers

Which elements can developers manipulate within a visualization after it has been created?

<p>The arrangement of fields on the x-axis and y-axis (B)</p> Signup and view all the answers

What is the initial step a developer must take when beginning the report creation process in Power BI?

<p>Set up the report structure (A)</p> Signup and view all the answers

Flashcards

Power BI Dashboard

A single-page Power BI document that presents consumers with highlights from one or more reports.

Creating a Power BI Report

The process of creating a new report in Power BI involves connecting to data, creating a report, visualizing data, and sharing the report.

Pick a Published Dataset Tile

A feature in Power BI service that allows users to choose an existing dataset for creating a new report.

Select a Dataset to Create Report

A dialog box that appears after selecting the 'Pick a Published Dataset Tile', allowing users to choose a specific dataset for report creation.

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Auto-create Report Button

A button in the 'Select a Dataset to Create Report' dialog box that automatically generates the report structure based on the selected dataset.

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Connecting to a Data Source

The process of gathering data from external sources, transforming it if needed, and creating a dataset.

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Creating Visualizations

The creation of visuals like charts, graphs, and tables to represent data insights.

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Sharing the Report

The act of making your report accessible to others through sharing links or permissions.

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Visualization

A visual representation of data that helps communicate insights. Examples include bar charts, line charts, and pie charts.

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Visualizations Pane

The area in Power BI where you select fields and chart types to build visualizations.

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Field Selection

The process of adding fields to a visualization to create a more detailed and insightful view.

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Field Assignment

How data points are grouped and organized in a visualization, for example, by month or product category.

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Saving a Report

The process of saving a completed Power BI report to a workspace in the Power BI service.

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Workspace

The area in Power BI where you manage, share, and access data.

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Sharing a Report

The action of making your Power BI report available to other users.

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Publishing a Report

The process of making a completed Power BI report accessible to users in the Power BI service.

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Publish to Power BI Dialog

The dialog box in Power BI Desktop that allows you to choose a workspace for publishing your report.

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Publishing to Power BI Success Message

A message confirming that your Power BI report has been successfully published to the Power BI service.

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Study Notes

Power BI Dashboards and Reports

  • Dashboards are single-page Power BI documents displaying highlights from reports in tiles. They present a concise summary; users can review the reports for more detail.

Creating a Power BI Report

  • Creating a new Power BI report involves several steps:
    • Connect to a data source.
    • Create a new report.
    • Design visualizations.
    • Share the report.
  • These steps can vary in complexity based on data source, presentation requirements, and access restrictions.
  • More complex reports might utilize Power BI Desktop for its wider data connectors and the Power Query Editor for data modeling.

Creating a Report in Power BI Service

  • A report can be built from an existing dataset in Power BI service using the "Create" page.
  • Selecting a dataset and clicking "Auto-create report" generates the report structure.
  • The fields pane and visualizations pane allow the creation of visualizations on report pages. Fields can be selected, arranged, and visuals altered in the visualization pane.
  • Multiple visualizations and pages can be created.
    • Multiple fields can be on a chart.
    • Sizes of visualizations can be adjusted.

Creating Visualizations

  • Visualizations are created using the Fields pane and Visualizations pane.
  • Selecting fields and chart types creates initial visualizations.
  • Drag-and-drop functionality allows adjusting the orientation of charts or adding new fields
  • Changing chart types does not affect field assignments.
  • Additional visualizations can be added to a report page, and new pages can be created.

Sharing and Publishing a Report

  • Sharing a report involves clicking the "Share" button and generating a link for other users.
  • Power BI Desktop users must publish their work to the Power BI service for others to access it.
  • Publishing involves clicking "Publish" in the Power BI Desktop ribbon. Verification for saved changes and confirmation of login is required.
  • Selection of the relevant workspace triggers the publishing process, followed by confirmation that the process completed, and a link to the published report.

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