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Installing, Signing Up, and Using Power BI: A Step-by-Step Guide

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Power BI Desktop

  • Step 1: Installing Power BI Desktop
    • Download Power BI Desktop:
      • Visit the Power BI official download page.
      • Click on the Download Free button.
      • Choose Microsoft Store or Download directly.
      • If you choose Microsoft Store:
        • The link will open the Microsoft Store app.
        • Click on the Get button to install Power BI Desktop.
      • If you download directly:
        • Open the downloaded file and follow the installation prompts.
    • Install Power BI Desktop:
      • Once the download completes, run the installer.
      • Follow the on-screen instructions to complete the installation.
      • Once installed, launch Power BI Desktop from the Start menu or desktop shortcut.

  • Step 2: Using Power BI Desktop
    • Open Power BI Desktop:
      • Launch Power BI Desktop from your Start menu or desktop.
    • Connect to Data Sources:
      • Click on Get Data on the Home tab.
      • Choose the type of data source (e.g., Excel, SQL Server, Web).
      • Enter the necessary connection details and click Connect.
    • Load and Prepare Data:
      • After connecting, you can load data directly into Power BI.
      • Use the Query Editor to clean and transform the data (e.g., remove columns, filter rows).
    • Create Visualizations:
      • Drag and drop fields from your data onto the report canvas.
      • Use the Visualizations pane to choose chart types (e.g., bar chart, pie chart, map).
      • Format visualizations using the Format pane.
    • Build Reports:
      • Add multiple pages to your report by clicking on the + at the bottom.
      • Arrange visualizations and add text boxes, images, and shapes as needed.
    • Save and Publish Reports:
      • Save your report by clicking File > Save As.
      • To publish the report to Power BI Service, click on Publish on the Home tab.
      • Select a workspace in Power BI Service to publish the report.

Power BI Service

  • Step 1: Signing Up for Power BI Service
    • Visit Power BI Service:
      • Go to the Power BI Service website. https://app.powerbi.com
    • Sign Up:
      • If you don’t have an account, click on Sign Up Free.
      • Choose Try Power BI for free.
      • Enter your work email address and click Next.
        • Use institute, company, or school domain email for sign up. Gmail and Yahoo will be rejected by Microsoft.
        • Example: imanul.jihad@efishery.com
      • Complete the signup process by filling out the required details.
      • Verify your email address if prompted.
      • Once signed up, you’ll be redirected to the Power BI Service dashboard.

  • Step 2: Using Power BI Service
    • Access Your Workspace:
      • Log in to Power BI Service.
      • Navigate to the workspace where you published your report.
    • View Reports and Dashboards:
      • Click on Reports to view your published reports.
      • Create dashboards by pinning visualizations from reports.
    • Share Reports and Dashboards:
      • Click on the Share button to share reports or dashboards with others.
      • Enter email addresses and set permissions.
    • Schedule Refreshes:
      • If your data source supports it, set up scheduled refreshes in the Datasets section.