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Microsoft Power BI – Publishing to Power BI Service

Publish & share Power BI reports in the cloud with Microsoft Power BI Service, and become a Power BI power user!
Instructor:
Maven Analytics
19,231 students enrolled
English [Auto] More
Publish professional-quality business intelligence reports to the cloud
Automate reports and dashboards with gateways, dataflows, and scheduled refresh
Explore and analyze data with natural language Q&A, quick insights, bookmarks and data-driven alerts
Collaborate and share with other users and teams online and in real time
Configure user roles and row-level security to maintain data quality and control
Master the same tools and techniques used by top BI professionals

NOTE: This is PART 2 of a 2-Part Microsoft Power BI series:

  1. Up & Running with Power BI Desktop

  2. Publishing to Power BI Service

Don’t forget to complete PART 1 to master Power BI Desktop!

__________

Are you looking for a comprehensive, hands-on approach to learning business intelligence in the cloud with Power BI Service? You’ve come to the right place!

In PART 1, we began our deep dive into the #1 ranked business intelligence platform in the industry, and learned how to use Power BI Desktop to build complex data models, create calculated columns and measures with DAX, and design beautiful and interactive Power BI dashboards from scratch.

Now it’s time for PART 2Power BI Service, where we’ll focus on publishing our Power BI reports to the cloud, sharing them across teams and organizations, collaborating with other users in real-time, and much more.

__________

We’ll start with a quick orientation to the Power BI landscape and Power BI Service interface, introduce some common user personas (Creators, Analyzers, and Collaborators), and then systematically guide you through the key features of Power BI Service, including:

  • Connecting to Data from Power BI Service

    • Flat files, Excel workbooks, tables, Power BI reports, etc.

  • Configuring Gateways, Scheduled Refresh & Dataflows

    • Personal vs. Enterprise gateways, refresh settings, Power BI dataflows, etc.

  • Creating Power BI Reports & Dashboards

    • Reading vs. Editing views, pinning tiles & pages, assembling dashboards, etc.

  • Exploring & Analyzing Data within Power BI Service

    • Natural language Q&A, data-driven alerts, quick insights, bookmarks, etc.

  • Publishing, Sharing & Collaborating

    • Creating Apps, sharing Power BI workspaces, assigning user roles and row-level security, etc.

  • Using the Power BI Mobile App

    • Annotating, sharing, commenting, alerting, etc.

__________

By the end of this course you’ll have a deep, practical understanding of Power BI Service, along with the skills and confidence you need to apply these tools to your own Power BI projects and analyses.

Whether you’re a casual Power BI user, aspiring analyst, or business intelligence professional, this course will give you the tools you need to become an absolute Power BI ROCKSTARguaranteed.

__________

Hear why our Power BI Desktop and Power BI Service courses are the TOP-RATED on Udemy:

“I totally loved this Power BI course! Everything was very easy to understand, but it moved at a fast enough pace that I never got bored. I learned SO much and had fun doing it. In fact, at the end of the day, I didn’t want to stop learning — I wanted to keep charging on to the next lesson!”

-Ann S.

“Amazing! 5+ stars if you ask me! Concise, superbly organized and prepared. I have learned a ton about Power BI Service and in addition I have learned how to create a great course as well. Enjoyed the course from start to finish.”

-Nikola H.

“Hands-down the best Power BI courses on Udemy. Courses are well prepared and very hands-on, and the instructor makes the whole experience easy and fun. I recommend it 100%!”

-Jorge M.

“Where can I leave a 6 star rating?”

-Carlos B.

__________

Join today and get immediate, lifetime access to the following:

  • Downloadable Power BI Service ebook (PDF)

  • Power BI project files & sample datasets

  • Course quizzesHomework exercises (with solution walkthroughs)

  • Expert support & Q&A forum

  • 30-day money-back guarantee

We can’t wait to see you in the course!

Aaron & Chris (Maven Analytics)

__________

P.S. Looking to master the full Microsoft Excel, Power BI + SQL stack? Search for “Maven Analytics” and complete the courses below to become a business intelligence ROCKSTAR:

  1. Excel Pro Tips for Power Users

  2. Advanced Excel Formulas & Functions

  3. Data Visualization with Excel Charts & Graphs

  4. Data Analysis with Excel PivotTables

  5. Excel Power Query, Power Pivot & DAX

  6. Up & Running with Power BI Desktop

  7. Publishing to Power BI Service

  8. SQL Database Analysis for Beginners

  9. Advanced MySQL for Analytics & Business Intelligence

IMPORTANT NOTES: 

  • Some features in this course require a Power BI PRO license (free 60-day trial then $9.99/month)

  • Power BI Service requires a school or work e-mail address to register (no personal email accounts like gmail, aol, yahoo, etc)

Getting Started

1
Course Structure & Outline

Walkthrough to cover exactly how the course is structured and what you need to know before diving into Microsoft Power BI Service.

2
READ ME: Important Notes for New Students
3
DOWNLOAD: Course Resources
4
Setting Expectations

In the last Getting Started section, I'll cover exactly what to expect (and what NOT to expect) from this course. 

Introducing Microsoft Power BI Service

1
Looking to become a Power BI Specialist?
2
Introduction
3
Meet Power BI Service

In this lecture, you'll meet Power BI Service. We'll discuss some of the features within the Service environment, talk about how Power BI Service fits into the Power BI ecosystem, and compare the Service features against Power BI Desktop.

4
Power BI Service Account Tiers (Free/Pro/Premium)

In this section, we'll look at the three tiers of Power BI, Free, Pro, and Premium, dig into the features associated with each tier, and also talk about the cost of Power BI Pro.

5
Common User Personas

Let's discuss the different ways types of users that interact with Power BI Service. We'll dive into typical Power BI user roles like creators, analyzers, and collaborators.

6
Creating a New Power BI Service Account

In this lecture we'll walk through how to sign into Power BI Service by creating a new Power BI account or signing in with an existing account.

7
Quick Tour of the Power BI Service Interface

In this lecture I'll introduce the Power BI Service interface, covering core views like, the Navigation Pane, Get Data button, Content Canvas, Search functionality, and the Help menu.

8
Helpful Power BI References

In this section I'll discuss some of the resources that I find most helpful, like the "Help & Support" menu, Microsoft Power BI blog, Microsoft Power BI YouTube channel, Guy in a Cube, and Power BI User Group (PUG).

9
QUIZ: Introducing Microsoft Power BI Service
10
HOMEWORK: Introducing Microsoft Power BI Service

Connecting to Data from Power BI Service

1
Introduction
2
Data Connection Options in Power BI Service

The Get Data menu is our portal for connecting to all kinds of data sources. While not as robust as Power BI Desktop, the data connection options in Power BI Service allow you to connect to apps created by your organization, various services (Github, Google Analytics, JIRA), files (csv, xlsx, pbix), and Databases (SQL, Azure, SSAS, Spark).

3
DEMO: Loading a CSV File to Power BI Service

In this lecture we'll load our first dataset into Power BI, understand where the dataset is stored, and look at the Power BI Service features in a bit more detail.

4
Building Blocks of Power BI Service

This lecture continues to breakdown the components of Power BI. I'll show you the main building blocks of Power BI Service; Datasets, Reports, and Dashboards and how they come together to form Workspaces.

5
Common Workspace Actions

In this lecture we'll cover all the actions available in Power BI across our Datasets, Workbooks, Reports, and Dashboards and discuss a few of these actions in detail like, scheduled refresh, insights, delete, etc.

6
DEMO: Loading Excel Workbooks to Power BI Service

In this section I'll cover how to load an excel workbook to Power BI, discuss how the workbook is opened in an Excel Online environment, talk about the features and limitations of excel workbooks in Power BI Service, and pin pivot charts to a dashboard.

7
DEMO: Loading Tables from Excel to Power BI Service

In this lecture I'll cover how to load tables from an excel workbook into Power BI Service to be used as datasets.

8
My Workspace vs. App Workspaces

There are two types of workspaces in Power BI Service; My Workspace and App Workspaces. In this lecture, we'll compare and contrast the two workspace types.

9
Creating an App Workspace in Power BI Service

In this lecture we'll create an App Workspace where you can share and collaborate with your coworkers. But before creating the app workspace, we first need to sign up for a Power BI Pro license trial.

10
DEMO: Loading Data to App Workspaces

In this lecture we'll continue to reinforce loading data, by using the Get Data menu, and load a .csv file into an app workspace.

11
DEMO: Loading an Excel Data Model to Power BI Service

In this section we'll load a complete data model, that was built in excel, into Power BI Service as a dataset. We'll also look at what gets imported like measures, calculated columns, and the underlying data relationships.

12
DEMO: Loading a Power BI Desktop File to Power BI Service

In this lecture I'll show you how to load a .pbix file by using the Get Data button from Power BI Service or by using the Publish button in Power BI Desktop.

13
QUIZ: Connecting to Data from Power BI Service
14
HOMEWORK: Connecting to Data from Power BI Service
15
HOMEWORK SOLUTION: Connecting to Data from Power BI Service

Gateways, Refresh & Dataflows in Power BI Service

1
Introduction
2
Understanding Gateways in Power BI Service

In this section we'll talk about data gateways, which act like a bridge between Power BI and your computer or server, and how they facilitate scheduled refresh within Power BI Service.

3
Setting up a Personal Gateway

In this lecture I'll show you how to download the data gateway from Microsoft, walk you through setting up the gateway in personal mode, and then check Power BI to make sure the gateway is running.

4
Enabling Scheduled Refresh from Power BI Service

In this lecture I'll show you how to enable scheduled refresh in Power BI and configure different options like frequency, time zone, and time of day.

5
Setting up an Enterprise Gateway in Power BI Service

In this section we'll set up the recommended Enterprise Gateway, set a recovery key, and confirm our gateway cluster running in Power BI Service.

6
Understanding Dataflows

Meet Dataflows - Query Editor processes that can be configured in Power BI Service to transform, enhance, and ingest your data. In this lecture we'll talk about why and how Dataflows can be used.

7
DEMO: Creating a New Dataflow in Power BI Service

In this lecture we're going to walk through creating a new Dataflow. First, we'll talk about the process and then we'll jump into Power BI Service and create a Dataflow.

8
QUIZ: Gateways, Refresh & Dataflows in Power BI Service
9
HOMEWORK: Gateways, Refresh & Dataflows in Power BI Service
10
HOMEWORK SOLUTION: Gateways, Refresh & Dataflows in Power BI Service

Designing Reports & Dashboards in Power BI Service

1
Introduction
2
Understanding Reports & Dashboards in Power BI Service

In this lecture we'll talk about how the basic building block in Power BI, datasets, are used to build reports and dashboards.

3
Power BI Service Report Interface & Tools

In this lecture we'll talk about the Reporting interface and the two different views: Reading View and Editing View. After each view is introduced, I'll walk you through the layout, features, and functionality.

4
Inserting & Formatting Visuals in Power BI Service

In this section I'll show you how to add our first visual to the Power BI report canvas (stacked column chart) and cover the fields and formats options available for this specific chart type.

5
DEMO: Adding Slicers & Matrix Visuals

In this lecture we'll practice adding additional visuals to our Power BI report canvas; a date slicer and a matrix visual. We'll cover some of the formatting options available and also set up conditional formatting for our matrix.

6
Pinning Tiles to a Power BI Service Dashboard

Now that we've created a couple of visuals, I'll show you how to add these visuals to a Power BI Dashboard by pinning tiles.

7
Pinning Live Pages to Power BI Service Dashboards

In this lecture I'll show you how to pin a live page to a Power BI Dashboard and talk through the benefits of pinning a live page like, retaining tile interactivity and slicer functionality.

8
DEMO: Assembling a Custom Power BI Service Dashboard

Have you ever wanted to create a dashboard from multiple  Power BI reports? In this lecture I'll show you how to pin tiles from multiple disparate reports into one Power BI Dashboard

9
Power BI Service Dashboard Interface

In this section we'll walk through the Power BI Dashboard interface, talk about the layout, features, functionality, and then jump into a hands-on demo where we'll add text boxes and schedule emails from Power BI Service.

10
PRO TIP: Creating Data-Driven Alerts in Power BI Service

In this lecture I'll show you how to set up data-driven alerts for three visual types; KPI cards, Cards, and Gauge charts.

11
Exploring Data with Q&A Tools

In this lecture we'll explore the Power BI Q&A feature that uses natural language processing to help create visuals in Power BI Service.

12
PRO TIP: Generating Quick Insights

In this lecture I'll show you how to generate Quick Insights in Power BI Service that will generate custom visuals and descriptions based on your dataset. Then, I'll cover how you can pin these quick insights visuals to a Power BI Report or Dashboard.

13
Adding Personal Bookmarks in Power BI Service

In this lecture we'll cover personal bookmarks in Power BI Service, which are bookmarks only accessible by you, and then we'll walk through how to add personal bookmarks in the report reading and editing views.

14
Designing for Web vs. Mobile

In this lecture I'll show you the difference between the Power BI Service web view and Power BI Mobile view and how the mobile view can be used to design custom Power BI mobile layouts.

15
QUIZ: Designing Reports & Dashboards in Power BI Service
16
HOMEWORK: Designing Reports & Dashboards in Power BI Service
17
HOMEWORK SOLUTION: Designing Reports & Dashboards in Power BI Service

Sharing & Collaboration Tools in Power BI Service

1
Introduction
2
Sharing & Collaboration Options in Power BI Service

In this section we'll cover the last main function of Power BI Service, sharing with individuals, teams, and organizations.

3
Printing & Exporting from Power BI Service

In this lecture we'll cover the different ways to print or export a physical copy of your Power BI reports and dashboards.

4
Publishing to the Web

In this lecture we'll publish our report to the web which creates a link that is accessible by anyone who has it. Publish to Web is a great way to share your Power BI Reports and Dashboards that do not contain sensitive data.

5
Sharing Power BI Reports & Dashboards

Want to give individual Power BI users access to the reports and dashboards in your app workspace? In this lecture I'll show you how you can share reports and dashboards with specific individuals.

6
Defining User Roles & Permissions in Power BI Service

In this lecture we'll talk about adding other users to our app workspaces as Admins, Members, or Contributors.

7
PRO TIP: Generating Usage Reports

In this lecture we'll talk about Usage Metric Reports in Power BI Service. We'll dig into what they are, how they're created, and how you can take the Usage Metric Reports and customize them in Power BI.

8
Configuring Row-Level Security in Power BI Desktop & Service

In this lecture I'll show you how to define, configure, and test row-level security (RLS) in Power BI Desktop. After this is defined in Power BI Desktop, we'll publish to Power BI Service and test the roles to make sure they're functioning properly.

9
Publishing Apps in Power BI Service

In this section, we'll look at how to create an app in Power BI Service. Once our app is created, I'll show you how to selectively add Power BI Reports and Dashboards to the app and how to update your Power BI app.

10
QUIZ: Sharing & Collaboration Tools in Power BI Service
11
HOMEWORK: Sharing & Collaboration Tools in Power BI Service
12
HOMEWORK SOLUTION: Sharing & Collaboration Tools in Power BI Service

Power BI Mobile (PREVIEW)

1
Introduction
2
The Power BI Mobile App

In this lecture I'll provide an overview of the Power BI Mobile app and talk through the 4 core functions of the mobile app: Interact, Share, Draw & Comment, and Notify.

3
DEMO: Power BI App Features (iPhone)

In this lecture I'll provide a live demo of the Power BI Mobile app and walk through all of the different features and functionality like, settings, favorites, notifications, apps, shared with me, workspaces, and scanner.

Wrapping Up

1
REFERENCE: Monthly Power BI Updates
2
More from Maven Analytics

Complete the full stack of Excel, Power BI, and SQL analytics courses and emerge a certified wizard. Courses include Formulas & Functions, PivotTables, Charts & Graphs, Power Query, Power Pivot & DAX, Publishing to Power BI Service, and MySQL for Data Analysis (Beginner & Advanced).

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Includes

4 hours on-demand video
10 articles
Full lifetime access
Access on mobile and TV
Certificate of Completion