diff --git a/powerbi-docs/collaborate-share/service-modern-usage-metrics.md b/powerbi-docs/collaborate-share/service-modern-usage-metrics.md index d7e00f8593..2efe2c5c03 100644 --- a/powerbi-docs/collaborate-share/service-modern-usage-metrics.md +++ b/powerbi-docs/collaborate-share/service-modern-usage-metrics.md @@ -329,7 +329,6 @@ In addition to the above differences between previous and improved usage metrics - If your organization is using [Azure Private Link](/fabric/security/security-private-links-overview) in Power BI, because client-telemetry is not available the usage metrics reports will only contain Report Open events. - If your organization is using [Azure Private Link](/fabric/security/security-private-links-overview) and **Block Public Internet Access** in Power BI, the refresh for the semantic model will fail and the usage metrics report won't show any data. - In order to create and refresh the usage metrics report, the user is required to authenticate to enable the backend API calls to extract the tenant telemetry. For privacy reasons, guest users aren't allowed this authentication. This authentication is only allowed for members of the tenant. -- Page views that are made from mobile devices aren't shown in the usage metrics report. - Duplicate reports with different Report ObjectIds in the usage metrics report can show up for the following scenarios: - Reports have been deleted and re-created with the same name - If a report has been deleted and then re-created with the same name, it continues to show up in the filters for the usage metrics report. diff --git a/powerbi-docs/developer/embedded/azure-pbie-pause-start.md b/powerbi-docs/developer/embedded/azure-pbie-pause-start.md index 99ccb52292..8d3f8c97ac 100644 --- a/powerbi-docs/developer/embedded/azure-pbie-pause-start.md +++ b/powerbi-docs/developer/embedded/azure-pbie-pause-start.md @@ -9,13 +9,16 @@ tags: '' ms.service: powerbi ms.subservice: powerbi-developer ms.topic: how-to -ms.date: 07/18/2024 +ms.date: 01/19/2025 +#customer intent: As a Power BI Embedded capacity admin, I want to learn how to pause and start my capacity in the Azure portal to prevent billing when the capacity isn't needed. --- -# Pause and start your Power BI Embedded capacity in the Azure portal +# Pause and start your Power BI Embedded A SKU capacity in the Azure portal This article walks through how to pause and start a Power BI Embedded capacity in Microsoft Azure. This article assumes you have a Power BI Embedded capacity. If you haven't, see [Create Power BI Embedded capacity in the Azure portal](azure-pbie-create-capacity.md) to get started. +This information only applies to A SKU embedded capacities. EM SKU embedded capacities don't work the same way. For information on pausing F SKU capacities, see [Pause and resume your capacity](/fabric/enterprise/pause-resume). + If you don't have an Azure subscription, create a [free account](https://azure.microsoft.com/free/) before you begin. ## Pause your capacity diff --git a/powerbi-docs/developer/embedded/create-an-azure-active-directory-tenant.md b/powerbi-docs/developer/embedded/create-an-azure-active-directory-tenant.md index 17560c1bb2..41d2142584 100644 --- a/powerbi-docs/developer/embedded/create-an-azure-active-directory-tenant.md +++ b/powerbi-docs/developer/embedded/create-an-azure-active-directory-tenant.md @@ -1,26 +1,25 @@ --- -title: Create a Microsoft Entra tenant to use with Power BI embedded -description: Learn how to create a new Microsoft Entra tenant for a custom embedded analytics application that calls Power BI REST APIs and enables embedded BI intelligence for customers. +title: Create a Microsoft Entra tenant for Power BI embedded +description: Learn how to create a new Microsoft Entra tenant for a custom embedded analytics application that calls Power BI REST APIs. author: mberdugo ms.author: monaberdugo ms.reviewer: '' ms.service: powerbi ms.subservice: powerbi-developer ms.topic: how-to -ms.date: 01/15/2025 +ms.date: 01/19/2025 +#customer intent: As a developer, I want to create a Microsoft Entra tenant so that I can create a custom app that calls Power BI REST APIs. --- # Create a Microsoft Entra tenant to use with Power BI **APPLIES TO:** :::image type="icon" source="../../includes/media/yes-icon.svg" border="false"::: App owns data :::image type="icon" source="../../includes/media/yes-icon.svg" border="false"::: User owns data -This article shows you how to create a new Microsoft Entra tenant to use when creating a custom app that calls [Power BI REST APIs](/rest/api/power-bi/). +This article shows you how to create a Microsoft Entra tenant to use when creating a custom app that calls [Power BI REST APIs](/rest/api/power-bi/). -A Microsoft Entra tenant is a reserved Microsoft Entra service instance that an organization receives and owns once it signs up for a Microsoft cloud service such as Azure, Microsoft Intune, or Microsoft 365. Each tenant represents an organization, and is distinct and separate from other Microsoft Entra tenants. +A Microsoft Entra tenant is a reserved Microsoft Entra service instance that an organization receives and owns once it signs up for a Microsoft cloud service such as Azure, Microsoft Intune, or Microsoft 365. Each tenant represents an organization, and is distinct and separate from other Microsoft Entra tenants. Once you have a Microsoft Entra tenant, you can define an application and assign it permissions so it can call [Power BI REST APIs](/rest/api/power-bi/). -Once you have a Microsoft Entra tenant, you can define an application and assign it permissions so it can call [Power BI REST APIs](/rest/api/power-bi/). - -Your organization may already have a Microsoft Entra tenant that you can use for your app, or you can create a new tenant specifically for your app. This article shows how to create a new tenant. +Your organization may already have a Microsoft Entra tenant that you can use for your app. If it doesn't, here's how you can create a new tenant specifically for your app. @@ -49,23 +48,19 @@ Create a master user to use as your master embedding account. You can think of t 2. Under **Manage**, select **Users**. - > [!div class="mx-imgBorder"] - >![Screenshot of Microsoft Entra users and groups tab.](media/create-an-azure-active-directory-tenant/users-and-groups.png) + :::image type="content" source="media/create-an-azure-active-directory-tenant/users-and-groups.png" alt-text="Screenshot of Microsoft Entra users and groups tab."::: 3. Under **+ New user** select **+ Create new user**. - > [!div class="mx-imgBorder"] - >![Screenshot showing Microsoft Entra ID create new user button.](media/create-an-azure-active-directory-tenant/create-new-user.png) + :::image type="content" source="media/create-an-azure-active-directory-tenant/create-new-user.png" alt-text="Screenshot showing Microsoft Entra ID create new user button."::: 4. Provide a **Display Name** and **User name** for your tenant Global Admin. Leave **Directory role** as **user**. Note the password, then select **Create**. - > [!div class="mx-imgBorder"] - >![Screenshot showing how to create a Microsoft Entra ID master user.](media/create-an-azure-active-directory-tenant/master-user.png) + :::image type="content" source="media/create-an-azure-active-directory-tenant/master-user.png" alt-text="Screenshot showing how to create a Microsoft Entra ID master user."::: 5. Sign up for Power BI with the user account that you created in step 4. Go to [powerbi.com](https://powerbi.microsoft.com/getting-started-with-power-bi/) and select **Try Power BI for free**. - > [!div class="mx-imgBorder"] - >![Screenshot showing the Power BI free offer.](media/create-an-azure-active-directory-tenant/try-powerbi-free.png) + :::image type="content" source="media/create-an-azure-active-directory-tenant/try-powerbi-free.png" alt-text="Screenshot showing the Power BI free trial offer."::: When you sign up, you're prompted to try Power BI Pro free for 60 days. You can opt into that to become a Pro user, which gives you the option to [start developing an embedded solution](embed-sample-for-customers.md). @@ -74,9 +69,8 @@ Create a master user to use as your master embedding account. You can think of t ## Related content -Now that you have a Microsoft Entra tenant, you can use this tenant to test items within Power BI. You can also embed Power BI dashboards and reports in your app. For more information, see [How to embed your Power BI dashboards, reports, and tiles](embed-sample-for-customers.md). - * [Register an app](register-app.md) -* [Quickstart: Set up a dev environment](/azure/active-directory/develop/active-directory-howto-tenant) +* [Quickstart: Set up a dev environment](/azure/active-directory/develop/active-directory-howto-tenant) +* [How to embed your Power BI dashboards, reports, and tiles](embed-sample-for-customers.md) More questions? [Try asking the Power BI Community](https://community.powerbi.com/) diff --git a/powerbi-docs/developer/embedded/embed-sample-for-customers.md b/powerbi-docs/developer/embedded/embed-sample-for-customers.md index 9273d2f01a..6d9b8a9a12 100644 --- a/powerbi-docs/developer/embedded/embed-sample-for-customers.md +++ b/powerbi-docs/developer/embedded/embed-sample-for-customers.md @@ -7,7 +7,7 @@ ms.reviewer: "" ms.topic: tutorial ms.service: powerbi ms.subservice: powerbi-developer -ms.date: 10/21/2024 +ms.date: 01/06/2025 #customer intent: As a developer, I want to learn how to embed Power BI content into my application, so that I can provide my users with interactive reports, dashboards, and tiles. --- @@ -177,6 +177,9 @@ Registering your application with Microsoft Entra ID allows you to: [!INCLUDE[Create a Power BI report](../../includes/embed-tutorial-create-report.md)] +> [!NOTE] +> If your report uses a Direct Lake semantic model, make sure review these [limitations](#considerations-and-limitations). + ## Step 5 - Get the embedding parameter values To embed your content, you need to obtain certain parameter values. The following table shows the required values, and indicates if they're applicable to the *service principal* authentication method, the *master user* authentication method, or both. @@ -518,6 +521,14 @@ Try out the [Power BI embedded analytics playground](./power-bi-playground.md) t > [!IMPORTANT] > If you used free embed trial tokens for development, you must buy a capacity for production. Until a capacity is purchased, the *Free trial version* banner will continue to appear at the top of the embedded report. +## Considerations and limitations + +The following limitations apply for Direct Lake mode: + +* Requires a [V2 embed token](./generate-embed-token.md). +* If you're using a service principal, you need a [Fixed Identity](/fabric/get-started/direct-lake-fixed-identity) connection (No-SSO). +* Currently, setting a [service principal](./embed-service-principal.md) as the authentication method on a [Fixed Identity](/fabric/get-started/direct-lake-fixed-identity) connection is the only option supported through automation. Other methods are supported manually through the portal. + ## Related content * [Move to production](move-to-production.md) diff --git a/powerbi-docs/developer/embedded/embedded-faq.yml b/powerbi-docs/developer/embedded/embedded-faq.yml index 24196ea70f..8ada33c293 100644 --- a/powerbi-docs/developer/embedded/embedded-faq.yml +++ b/powerbi-docs/developer/embedded/embedded-faq.yml @@ -160,8 +160,7 @@ sections: answer: | When a user is granted permissions to a workspace, app, or item, it might not be immediately available through API calls. The result can either be a missing item in a 'GET' API response, or an error when trying to use the item. - The user can resolve this issue by calling [refreshUserPermissions API](/rest/api/power-bi/users/refreshuserpermissions), which updates the user permissions. - + The user can resolve this issue by calling [refreshUserPermissions API](/rest/api/power-bi/users/refreshuserpermissions), which updates the user permissions. - question: | How can I find my PBI tenant region? @@ -190,7 +189,7 @@ sections: Yes, there are PowerShell cmdlets and Azure Resource Manager REST APIs you can use to create and manage PBIE resources. * [Rest APIs](/rest/api/power-bi-embedded/) - * [PowerShell cmdlets](/powershell/module/azurerm.powerbiembedded/) + * [PowerShell cmdlets](/powershell/module/microsoftpowerbimgmt.capacities) - question: | What is the PBI Embedded capacity role in a PBI Embedded solution? @@ -290,6 +289,14 @@ sections: > [!NOTE] > *Master user* is not supported. + - question: | + How can I embed a report that uses a Direct Lake semantic model? + answer: | + To use Power BI Embedded with Direct Lake mode: + 1. Create a [Direct Lake enabled semantic model](/fabric/get-started/direct-lake-overview). + 1. Specify a fixed identity for a Direct 2. Specify a [fixed identity](/fabric/get-started/directlake-fixed-identity) for a Direct Lake enabled semantic model. + 1. [Embed a Power BI report](/power-bi/developer/embedded/embed-sample-for-customers) over the Direct Lake semantic model for your customers. + - question: | Can you sign into the Power BI service with service principal? answer: | @@ -346,7 +353,7 @@ sections: - question: | Can I get a trial experience for Power BI Embedded in Azure? answer: | - Since Power BI Embedded is a part of Azure, it's possible to use the service with the [$200 credit received when signing up for Azure](https://azure.microsoft.com/free/). + Since Power BI Embedded is a part of Azure, you can use the service with the [$200 credit received when signing up for Azure](https://azure.microsoft.com/free/). - question: | Is Power BI Embedded available for national/regional clouds (US Government, Germany, China)? @@ -357,40 +364,6 @@ sections: Is Power BI Embedded available for non-profits and educational? answer: | There's no special Azure pricing for non-profit and educational entities. - - - name: Power BI Workspace Collection - questions: - - question: | - What is Power BI Workspace Collection? - answer: | - **Power BI Workspace Collection** (**Power BI Embedded** Version 1) is a solution based on the **Power BI Workspace Collection** Azure resource. This solution allows you to create **Power BI Embedded** applications for your customers using Power BI content under the **Power BI Workspace Collection** solution, dedicated APIs, and workspace collection keys to authenticate the application to Power BI. - - - question: | - Is Power BI Workspace Collection on a deprecation path? - answer: | - Yes, but customers that are already using the **Power BI Workspace Collection** solution can continue to use it until deprecation. Customers can also create new workspace collections and any **Power BI Embedded** applications that still use the **Power BI Workspace Collection** solution. - - However, this also means that new features aren't added to any **Power BI Workspace Collection** solutions. We encourage customers to plan their migration to the new **Power BI Embedded** solution. - - - question: | - When is Power BI Workspace Collection support discontinued? - answer: | - Customers that are already using the **Power BI Workspace Collections** solution can continue to use it until the end of their support agreement. - - - question: | - In what regions can I create a PBI Workspace Collection? - answer: | - The available regions are Australia Southeast, Brazil South, Canada Central, East US 2, Japan East, North Central US, North Europe, South Central US, Southeast Asia, UK South, West Europe, West India, and West US. - - - question: | - Why should I migrate from PBI Workspace Collection to Power BI Embedded? - answer: | - There are some **Power BI Embedded** solution features and capabilities that you can't do with **Power BI Workspace Collection**. - - Some of the features are: - * All the PBI data sources are supported. Only two **Power BI Workspace Collection** data sources are supported. - * Features such as Q&A, refresh, bookmarks, embedding dashboards & tiles, and custom menus are only supported in the **Power BI Embedded** solution. - * Capacity billing model. - name: Embedding setup tool questions: diff --git a/powerbi-docs/developer/embedded/generate-embed-token.md b/powerbi-docs/developer/embedded/generate-embed-token.md index 37f33050e0..0cb6e4aa89 100644 --- a/powerbi-docs/developer/embedded/generate-embed-token.md +++ b/powerbi-docs/developer/embedded/generate-embed-token.md @@ -6,9 +6,10 @@ ms.author: monaberdugo ms.reviewer: ms.service: powerbi ms.subservice: powerbi-developer -ms.topic: conceptual +ms.topic: concept-article ms.custom: engagement-fy23 -ms.date: 06/03/2024 +ms.date: 01/02/2025 +# Customer intent: As a developer, I want to generate an embed token so that I can embed Power BI content in my application. --- # Generate an embed token @@ -17,12 +18,12 @@ ms.date: 06/03/2024 [Generate token](/rest/api/power-bi/embed-token/generate-token) is a REST API that lets you generate a token for embedding a Power BI report or semantic model in a web app or a portal. It can generate a token for a single item or for multiple reports or semantic models. The token is used to authorize your request against the Power BI service. -The generate token API uses a single identity (a master user or service principal) to generate a token for an individual user, depending on that user's credentials in the app (effective identity). +The *Generate token* API uses a single identity (a master user or service principal) to generate a token for an individual user, depending on that user's credentials in the app (effective identity). After successful authentication, access to the relevant data is granted. > [!NOTE] -> [Generate token](/rest/api/power-bi/embed-token/generate-token) is the newer, version 2 API that works for both reports and semantic models, and single or multiple items. It's preferred over the legacy version 1 APIs. For dashboards and tiles use the V1 [Dashboards GenerateTokenInGroup](/rest/api/power-bi/embedtoken/datasets_generatetokeningroup) and [Tiles GenerateTokenInGroup](/rest/api/power-bi/embed-token/tiles-generate-token-in-group). +> [Generate token](/rest/api/power-bi/embed-token/generate-token) is the newer, version 2 API that works for both reports and semantic models, and single or multiple items. For dashboards and tiles, use the V1 [Dashboards GenerateTokenInGroup](/rest/api/power-bi/embedtoken/datasets_generatetokeningroup) and [Tiles GenerateTokenInGroup](/rest/api/power-bi/embed-token/tiles-generate-token-in-group). ## Securing your data @@ -32,19 +33,19 @@ We recommend using workspace-based isolation with profiles, but if you want to u ## Token permissions and security -In the generate token APIs, the *GenerateTokenRequest* section describes the token permissions. +In the *Generate token* APIs, the *GenerateTokenRequest* section describes the token permissions. ### Access Level -* Use the *allowEdit* parameter to grant the user viewing or editing permissions. +* To grant the user viewing or editing permissions, use the *allowEdit* parameter. -* Add the workspace ID to the embed token to allow the user to create new reports (either *SaveAs* or *CreateNew*) in that workspace. +* To allow the user to create new reports (either *SaveAs* or *CreateNew*) in that workspace, add the workspace ID to the embed token. ### Row Level Security With [Row Level Security (RLS)](embedded-row-level-security.md), the identity you use can be different from the identity of the service principal or master user you're using to generating the token. By using different identities, you can display embedded information according to the user you're targeting. For example, in your application you can ask users to sign in, and then display a report that only contains sales information if the signed in user is a sales employee. -If you're using RLS, you can sometimes leave out the user's identity (the *EffectiveIdentity* parameter). When you don't use the *EffectiveIdentity* parameter, the token has access to the entire database. This method can be used to grant access to users such as admins and managers, who have permission to view the entire semantic model. However, you can't use this method in every scenario. The table below lists the different RLS types, and shows which authentication method can be used without specifying a user's identity. +If you're using RLS, you can sometimes leave out the user's identity (the *EffectiveIdentity* parameter). When you don't use the *EffectiveIdentity* parameter, the token has access to the entire database. This method can be used to grant access to users such as admins and managers, who have permission to view the entire semantic model. However, you can't use this method in every scenario. The following table lists the different RLS types, and shows which authentication method can be used without specifying a user's identity. The table also shows the considerations and limitation applicable to each RLS type. @@ -55,27 +56,28 @@ The table also shows the considerations and limitation applicable to each RLS ty |Analysis Services (AS) on premises live connection |✔ Master user
✖ Service principal |The user generating the embed token also needs one of the following permissions:
  • Gateway admin permissions
  • Datasource impersonate permission (*ReadOverrideEffectiveIdentity*)
  • | |Analysis Services (AS) Azure live connection |✔ Master user
    ✖ Service principal |The identity of the user generating the embed token can't be overridden. Custom data can be used to implement dynamic RLS or secure filtering.

    **Note:** Service principal must provide its object ID as the effective identity (RLS username). | |Single Sign On (SSO) |✔ Master user
    ✖ Service principal |An explicit (SSO) identity can be provided using the identity blob property in an effective identity object | -|SSO and cloud RLS |✔ Master user
    ✖ Service principal |You must provide the following:
  • Explicit (SSO) identity in the identity blob property in an effective identity object
  • Effective (RLS) identity (username)
  • | +|SSO and cloud RLS |✔ Master user
    ✖ Service principal |You must provide:
  • Explicit (SSO) identity in the identity blob property in an effective identity object
  • Effective (RLS) identity (username)
  • | >[!NOTE] ->Service principals must always provide the following information: +>Service principals must always provide: > ->* An identity for any item with an RLS semantic model. ->* For an SSO semantic model, an effective RLS identity with the contextual (SSO) identity defined. +>* An identity for any item with an RLS semantic model +>* An effective RLS identity with the contextual (SSO) identity defined (For an SSO semantic model) ### DirectQuery for Power BI semantic models -To embed Power BI report that has a semantic model with a Direct Query connection to another Power BI semantic model, do the following: +To embed a Power BI report that has a semantic model with a Direct Query connection to another Power BI semantic model: * In the Power BI portal, set the **XMLA endpoint** to *Read Only* or *Read Write* as described in [enable read-write for a Premium capacity](../../enterprise/service-premium-connect-tools.md#to-enable-read-write-for-a-premium-capacity). You only need to do this once per capacity. * Generate a [multi-resource embed token](/rest/api/power-bi/embed-token/generate-token) + * Specify all dataset IDs in the request. * Set the [`XmlaPermissions`](/rest/api/power-bi/embed-token/generate-token#xmlapermissions) to *Read Only* for each semantic model in the request. * For each Single Sign-on (SSO) enabled data source, provide the identity blob for the data source in the [`DatasourceIdentity`](/rest/api/power-bi/embed-token/generate-token#datasourceidentity). ## Renew tokens before they expire -Tokens come with a time limit. This means that after embedding a Power BI item, you have a limited amount of time to interact with it. To give your users a continuous experience, [renew (or refresh) the token before it expires](/javascript/api/overview/powerbi/refresh-token). +Tokens come with a time limit. Therefore, after embedding a Power BI item, you have a limited amount of time to interact with it. To give your users a continuous experience, [renew (or refresh) the token before it expires](/javascript/api/overview/powerbi/refresh-token). ## Dashboards and tiles @@ -95,10 +97,12 @@ For these APIs: ## Considerations and limitations -* For security reasons, the lifetime of the embed token is set to the remaining lifetime of the Microsoft Entra token used to call the `GenerateToken` API. Therefore, if you use the same Microsoft Entra token to generate several embed tokens, the lifetime of the generated embed tokens will be shorter with each call. +* For security reasons, the lifetime of the embed token is set to the remaining lifetime of the Microsoft Entra token used to call the `GenerateToken` API. Therefore, if you use the same Microsoft Entra token to generate several embed tokens, the lifetime of the generated embed tokens get shorter with each call. * If the semantic model and item to be embedded are in two different workspaces, the *service principal* or *master user* must be at least a member of both workspaces. +* Embedding items using Data Lake Storage (DLS) requires V2 of the [Generate token API](/rest/api/power-bi/embed-token/generate-token). + * You can't create an embed token for [**My workspace**](../../consumer/end-user-workspaces.md#types-of-workspaces). ## Related content diff --git a/powerbi-docs/developer/projects/projects-overview.md b/powerbi-docs/developer/projects/projects-overview.md index a0e0fb9677..77bae7273e 100644 --- a/powerbi-docs/developer/projects/projects-overview.md +++ b/powerbi-docs/developer/projects/projects-overview.md @@ -142,7 +142,7 @@ Not every model object supports write operations. Applying changes outside of th Objects that support write operations: -| Object | Connect to AS instance | File change| +| Object | Connect to AS instance | File change / TMDL view| |-------------------------------|----------------------------|----------- | | Tables | No | Yes | | Columns | Yes [1](#rc), [2](#dt)| Yes | diff --git a/powerbi-docs/enterprise/service-premium-features.md b/powerbi-docs/enterprise/service-premium-features.md index 129dd30ad2..5aa5c9ef10 100644 --- a/powerbi-docs/enterprise/service-premium-features.md +++ b/powerbi-docs/enterprise/service-premium-features.md @@ -6,7 +6,7 @@ ms.author: kesharab ms.service: powerbi ms.subservice: powerbi-premium ms.topic: overview -ms.date: 01/12/2025 +ms.date: 01/19/2025 LocalizationGroup: Premium --- @@ -26,6 +26,7 @@ This article lists the main Power BI Premium features. Most of the features appl |[Dataflows](../transform-model/dataflows/dataflows-premium-features.md) | | |[Datamarts](../transform-model/datamarts/datamarts-overview.md) |Self-service solution enabling users to store and explore data that's loaded in a fully managed database| |[Deployment pipelines](../create-reports/deployment-pipelines-overview.md) |Manage the lifecycle of your Power BI content | +|[Direct Lake](/fabric/get-started/direct-lake-overview) (preview) |Connect directly to your data lake without having to import its data | |[DirectQuery with dataflows](../transform-model/dataflows/dataflows-premium-features.md#use-directquery-with-dataflows-in-power-bi) |Connect directly to your dataflow without having to import its data | |[Hybrid tables](../connect-data/service-dataset-modes-understand.md#hybrid-tables) |Incremental refresh augmented with real-time data | |[Insights](../create-reports/insights.md) (preview) |Explore and find insights such as anomalies and trends in your reports | @@ -40,6 +41,6 @@ This article lists the main Power BI Premium features. Most of the features appl |[Virtual network data gateway](/data-integration/vnet/overview) (preview) | Connect from Microsoft Cloud to Azure using a virtual network (VNet) | |[XMLA read/write](service-premium-connect-tools.md) |Enable XMLA endpoint | -## Next steps +## Related content * [What is Power BI Premium?](service-premium-what-is.md) diff --git a/powerbi-docs/fundamentals/media/service-get-started/blank-report-canvas.png b/powerbi-docs/fundamentals/media/service-get-started/blank-report-canvas.png deleted file mode 100644 index 218cad325a..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/blank-report-canvas.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/blank-report.png b/powerbi-docs/fundamentals/media/service-get-started/blank-report.png new file mode 100644 index 0000000000..78c0edb245 Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/blank-report.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/build-excel-reports.png b/powerbi-docs/fundamentals/media/service-get-started/build-excel-reports.png new file mode 100644 index 0000000000..c93bf19815 Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/build-excel-reports.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/dashboard-pin-tile-line-chart.png b/powerbi-docs/fundamentals/media/service-get-started/dashboard-pin-tile-line-chart.png deleted file mode 100644 index 18e0b1bf13..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/dashboard-pin-tile-line-chart.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-country-profit.png b/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-country-profit.png deleted file mode 100644 index a6c892d55c..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-country-profit.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-country.png b/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-country.png new file mode 100644 index 0000000000..fb00a70fc2 Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-country.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-expand-view.png b/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-expand-view.png deleted file mode 100644 index 6096b06fce..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-expand-view.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-tiles.png b/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-tiles.png deleted file mode 100644 index 84b93d26ad..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/dashboard-qna-tiles.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/dashboards.png b/powerbi-docs/fundamentals/media/service-get-started/dashboards.png new file mode 100644 index 0000000000..3d68c8022c Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/dashboards.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/data-pane-selected-items.png b/powerbi-docs/fundamentals/media/service-get-started/data-pane-selected-items.png deleted file mode 100644 index fd6f8a68b2..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/data-pane-selected-items.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/financial-sample-dataset.png b/powerbi-docs/fundamentals/media/service-get-started/financial-sample-dataset.png deleted file mode 100644 index 3af10e2d63..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/financial-sample-dataset.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/open-my-workspace-dashboard.png b/powerbi-docs/fundamentals/media/service-get-started/open-my-workspace-dashboard.png deleted file mode 100644 index 8f18cadbcf..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/open-my-workspace-dashboard.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-blank-page.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-blank-page.png new file mode 100644 index 0000000000..10f37a1c42 Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-blank-page.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-chart-column.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-chart-column.png new file mode 100644 index 0000000000..ebcded118d Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-chart-column.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-completed-dashboard.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-completed-dashboard.png new file mode 100644 index 0000000000..0f1a01cb64 Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-completed-dashboard.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-copilot.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-copilot.png new file mode 100644 index 0000000000..2c2534f455 Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-copilot.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-dashboard-qna-expand.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-dashboard-qna-expand.png new file mode 100644 index 0000000000..b2284c444b Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-dashboard-qna-expand.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-dashboard-tiles.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-dashboard-tiles.png new file mode 100644 index 0000000000..a0b89c4863 Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-dashboard-tiles.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-edit-chart.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-edit-chart.png new file mode 100644 index 0000000000..6783acdeaa Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-edit-chart.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-financials-sample.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-financials-sample.png new file mode 100644 index 0000000000..cf01e4fb84 Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-financials-sample.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-hierarchy-line.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-hierarchy-line.png new file mode 100644 index 0000000000..c29674815b Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-hierarchy-line.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-line.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-line.png new file mode 100644 index 0000000000..684eed1e45 Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-line.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-my-workspace.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-my-workspace.png new file mode 100644 index 0000000000..3fcfc9d03c Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-my-workspace.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/power-bi-qna-tiles.png b/powerbi-docs/fundamentals/media/service-get-started/power-bi-qna-tiles.png new file mode 100644 index 0000000000..760c48d7cb Binary files /dev/null and b/powerbi-docs/fundamentals/media/service-get-started/power-bi-qna-tiles.png differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/report-editor-line-chart.png b/powerbi-docs/fundamentals/media/service-get-started/report-editor-line-chart.png deleted file mode 100644 index 729826368f..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/report-editor-line-chart.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/visualizations-column-chart.png b/powerbi-docs/fundamentals/media/service-get-started/visualizations-column-chart.png deleted file mode 100644 index 15229900a2..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/visualizations-column-chart.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/media/service-get-started/visualizations-select-line-chart.png b/powerbi-docs/fundamentals/media/service-get-started/visualizations-select-line-chart.png deleted file mode 100644 index 104d689f6a..0000000000 Binary files a/powerbi-docs/fundamentals/media/service-get-started/visualizations-select-line-chart.png and /dev/null differ diff --git a/powerbi-docs/fundamentals/service-experience-changes.md b/powerbi-docs/fundamentals/service-experience-changes.md index 02e83b4955..ffeee54193 100644 --- a/powerbi-docs/fundamentals/service-experience-changes.md +++ b/powerbi-docs/fundamentals/service-experience-changes.md @@ -94,7 +94,7 @@ The **Pick a published semantic model** option opens the **OneLake data hub** so :::image type="content" source="../create-reports/media/service-experience-changes/experience-choose-published-data.png" alt-text="Screenshot that shows available semantic models in the OneLake data hub in the Power BI service." border="false"::: -The [Get started creating in the Power BI service](service-get-started.md#step-1-add-data-to-create-a-report) tutorial describes another way to load data into the Power BI service. +The [Get started creating in the Power BI service](service-get-started.md#add-data-to-create-a-report) tutorial describes another way to load data into the Power BI service. ## Related content diff --git a/powerbi-docs/fundamentals/service-get-started.md b/powerbi-docs/fundamentals/service-get-started.md index 8dacfe90c6..84ad1dbb38 100644 --- a/powerbi-docs/fundamentals/service-get-started.md +++ b/powerbi-docs/fundamentals/service-get-started.md @@ -7,7 +7,7 @@ ms.reviewer: '' ms.service: powerbi ms.subservice: pbi-fundamentals ms.topic: tutorial -ms.date: 11/14/2024 +ms.date: 01/13/2025 #customer intent: As a Power BI customer or potential customer, I want to try it out for free and see how quick and intuitive it is so that I'll want to use it again and often, talk about it to colleagues and influence purchase and trial by others. LocalizationGroup: Get started --- @@ -18,11 +18,11 @@ LocalizationGroup: Get started This tutorial is an introduction to some of the features of the *Power BI service*. In this tutorial, you connect to data, create a report and a dashboard, and ask questions about your data. The exercises show you how to work with data on a dashboard and design semantic model visualizations. Here's an example dashboard: -:::image type="content" source="media/service-get-started/dashboard.png" alt-text="Screenshot of an example Power BI dashboard with sample semantic model visualizations." border="false"::: +:::image type="content" source="media/service-get-started/dashboards.png" alt-text="Screenshot of an example Power BI dashboard with sample semantic model visualizations." ::: In the Power BI service, you can accomplish many different tasks, and this tutorial can help you get started. For an understanding of how the Power BI service fits in with the other Power BI offerings, we recommend reading [What is Power BI](power-bi-overview.md)? -If you're a report *reader* rather than a creator, check out the [Getting around in the Power BI service](../consumer/end-user-experience.md) tutorial. +If you're a report *reader* or *viewer* rather than a creator, check out the [Getting around in the Power BI service](../consumer/end-user-experience.md) tutorial. In this tutorial, you complete the following tasks: @@ -32,6 +32,7 @@ In this tutorial, you complete the following tasks: > * Add and view data in reading or editing mode. > * Use data to create visualizations and save designs as a report. > * Create a dashboard by pinning tiles from the report. +> * Add visualizations to a report and dashboard using Copilot. > * Add other visualizations to a dashboard with the Q&A natural-language tool. > * Resize, rearrange, and edit details for the tiles on the dashboard. > * Clean up resources by deleting the semantic model, report, and dashboard. @@ -40,11 +41,23 @@ In this tutorial, you complete the following tasks: You need a Power BI Pro or Premium Per User (PPU) license to create content in Power BI. If you don't have a Power BI account, and plan on creating content, [sign up for a free Power BI Premium Per User 60 day trial](https://app.powerbi.com/signupredirect?pbi_source=web) before you begin. Complete the wizard to get a free license. Open the Power BI service (app.powerbi.com), and select the **Me** icon. Choose **Premium Per User - Start trial** or **Buy Fabric now**. -Although a paid or trial license is recommended, it is not required for this tutorial. Even if you can't try the steps yourself, the description and screenshots still provide you with an introduction to working with data in the Power BI service. +Although a paid or trial license is recommended, it isn't required for this tutorial. Even if you can't try the steps yourself, the description and screenshots still provide you with an introduction to working with data in the Power BI service. :::image type="content" source="media/service-get-started/power-bi-pro.png" alt-text="Screenshot that shows how to choose the type of license to purchase." border="false"::: -## Step 1: Add data to create a report +### Switch between report views + +Reports have two modes: **Editing** and **Reading**. To create a report, add visuals, and edit your report, use **Editing** mode. To view your report in progress, switch to the **Reading** view at the top of the page: + +:::image type="content" source="media/service-get-started/report-reading-view.png" alt-text="Screenshot that shows how to switch to the Reading view of a report canvas."::: + +In the Editing view, you can modify reports because you're an *owner* or *creator* of the report. When you share your report with colleagues, they often can interact with the report in Reading view only. + +When you're ready to continue working on your report, select **Edit**: + +:::image type="content" source="media/service-get-started/report-editing-view.png" alt-text="Screenshot that shows how to switch to the Editing view of a report canvas."::: + +## Add data to create a report Often, when you want to create a Power BI report, you start in Power BI Desktop. Power BI Desktop offers more power. You can transform, shape, and model data, before you start designing reports. @@ -64,51 +77,56 @@ For this tutorial, we start from scratch by creating a report in the Power BI se 1. On the **Add data to start building a report** page, select **Excel**. - :::image type="content" source="media/service-get-started/build-excel-report.png" alt-text="Screenshot that shows how to build a report from an Excel semantic model." border="false"::: + :::image type="content" source="media/service-get-started/build-excel-reports.png" alt-text="Screenshot that shows how to build a report from an Excel semantic model." border="false"::: > [!NOTE] - > If you select **Upload** instead of **New**, the Power BI service uploads the entire Excel workbook. You can then open and edit the workbook in Excel Online. + > If you select **Upload** instead of **Link to file**, the Power BI service uploads the entire Excel workbook. You can then open and edit the workbook in Excel Online. 1. In the **Select a file** dialog, browse to the location where you saved the Excel file on your computer. 1. Select the file and choose **Select** > **Link to file** > **Next**. > [!NOTE] - > If the file doesn't open, try removing the Sensitivity label. + > If the file doesn't open, try changing the Sensitivity label to **Public**. 1. Select the data to use by placing a checkmark next to **financials** and choosing **Create**. - The Power BI service imports the sample data from the Excel file as a semantic model and opens the Financial Sample page. + The Power BI service imports the sample data from the Excel file as a semantic model and opens a report canvas. We can now use the sample semantic model to create reports and dashboards. We're going to create a report partly from scratch and partly using Copilot. Let's start with Copilot. - :::image type="content" source="media/service-get-started/financial-sample-dataset.png" alt-text="Screenshot that shows the imported Financial Sample semantic model page." border="false"::: + :::image type="content" source="media/service-get-started/power-bi-financials-sample.png" alt-text="Screenshot that shows the imported Financial Sample semantic model page." border="false"::: + +After you connect data to build a report, you're ready to start exploring. When you find an interesting item, you can save it on the report canvas. From the report canvas, you can pin the item to a dashboard to monitor the data for changes over time. + +We can start by asking Copilot to review our data and suggest some visuals. - You can now use the sample semantic model to create reports and dashboards. +### Create report visuals with Copilot -1. On the Financial Sample semantic model page, at the top, select **Create a report** > **Start from scratch** to open the report editor. +Open Copilot and ask it to create a report for you. - :::image type="content" source="media/service-get-started/create-report-from-scratch.png" alt-text="Screenshot that shows how to create a report from scratch."::: +1. In the prompt field, type "Create a Gross Sales report." Copilot creates a report page and names it *Gross Sales Report*. -The Power BI service opens the new report in **My workspace**. The report canvas is blank and shows the **Filters**, **Visualizations**, and **Data** panes. + :::image type="content" source="media/service-get-started/power-bi-copilot.png" alt-text="Screenshot showing the report canvas and the Copilot pane."::: -:::image type="content" source="media/service-get-started/blank-report-canvas.png" alt-text="Screenshot that shows a blank report canvas in My workspace with the Filters, Visualizations, and Data panes open." border="false"::: +1. Create a new dashboard using one of the visuals from the report. Select the *Gross Sales Trend Over Time* visual. Hover over the visual and select **Pin visual** > **New dashboard** > **Keep current theme**. Give the new dashboard a name and select **Pin**. -### Switch between report views + After you pin a visualization, it appears on the dashboard as a *tile*. The data in the visualization stays up-to-date so you can track the latest value at a glance. -The new report opens in **Editing** view. To view your report in progress, you can switch to the **Reading** view at the top of the page: + > [!NOTE] + > When the report is new, you're prompted to save the report before you can pin the visualization to a dashboard. Power BI saves the report to the selected location. The default is **My workspace**. Power BI shows the report in Reading view. -:::image type="content" source="media/service-get-started/report-reading-view.png" alt-text="Screenshot that shows how to switch to the Reading view of a report canvas."::: +1. To continue editing the report, select **Edit** from the top menu bar. -In the Editing view, you can modify reports because you're the *owner* and *creator* of the report. When you share your report with colleagues, they often can interact with the report in Reading view only. Other users are *consumers* of reports in your **My workspace**. +1. Add a new report page by selecting the plus icon (+) at the bottom of the report. -When you're ready to continue to working on your report, select **Edit**: +1. Ask Copilot to suggest content. Type or select **Suggest content for a new report page** and then choose **Profit Analysis by Product** > **Create**. Copilot creates a new report page for you and names it *Profit Analysis by Product*. -:::image type="content" source="media/service-get-started/report-editing-view.png" alt-text="Screenshot that shows how to switch to the Editing view of a report canvas."::: +1. Select another visual to pin to your dashboard. Select **Profit by Product** and pin it to the same dashboard. -## Step 2: Create a chart in a report +### Create report visuals from scratch -After you connect data to build a report, you're ready to start exploring. When you find an interesting item, you can save it on the report canvas. You can pin the item to a dashboard to monitor the data for changes over time. +Add a new page to your report. The new report page canvas is blank and shows the **Filters**, **Visualizations**, and **Data** panes. -We can start by adding a column chart to the report in the editor to build a visualization of the data. +:::image type="content" source="media/service-get-started/power-bi-blank-page.png" alt-text="Screenshot that shows a blank report canvas in My workspace with the Visualizations and Data panes open." ::: 1. In the **Data** pane, select the arrow next to the **financials** heading to show the data items. @@ -116,36 +134,24 @@ We can start by adding a column chart to the report in the editor to build a vis :::image type="content" source="media/service-get-started/data-pane-sigma-symbol.png" alt-text="Screenshot that shows items in the Data pane with a sigma symbol to indicate the data has numeric values."::: -1. Under **financials**, select the **Gross Sales** data item, and then select the **Date** item. +1. Under **financials**, select the **Profit** data item, and then select the **Date** item. **Date** has a hierarchy, so expand **Date** and select only **Month**. - :::image type="content" source="media/service-get-started/data-pane-selected-items.png" alt-text="Screenshot that shows the Gross Sales and Date data items selected in the Data pane."::: + :::image type="content" source="media/service-get-started/power-bi-hierarchy-line.png" alt-text="Screenshot that shows the Gross Sales and Date data items selected in the Data pane."::: + +1. Expand the **Filters** pane and change **Date - Year** to **2014**. Power BI analyzes the selected data and creates a column chart visualization. - :::image type="content" source="media/service-get-started/visualizations-column-chart.png" alt-text="Screenshot that shows a column chart visualization for the selected data items."::: + :::image type="content" source="media/service-get-started/power-bi-chart-column.png" alt-text="Screenshot that shows a column chart visualization for the selected data items."::: > [!NOTE] - > If you select the **Date** item before you select the **Gross Sales** item, Power BI creates a table rather than a column chart. If you selected the data items in this order, it's not a problem. We're going to change the visualization of the data in the next step. - -1. Let's try a different display of the selected data. Line charts are good visuals for showing changes in values over time. In the **Visualizations** pane, select **Line chart**. - - :::image type="content" source="media/service-get-started/visualizations-select-line-chart.png" alt-text="Screenshot that shows how to select the line chart display in the Visualizations pane."::: - -1. The line chart looks interesting, so let's *pin* the visualization to a dashboard. Select the **Pin** icon on the visualization. + > If you select the **Date** item before you select the **Profit** item, Power BI creates a table rather than a column chart. If you selected the data items in this order, it's not a problem. We're going to change the visualization of the data in the next step. - :::image type="content" source="media/service-get-started/visualizations-pin-line-chart.png" alt-text="Screenshot that shows how to pin a visualization to a dashboard."::: +1. Let's try a different display of the selected data. Line charts are good visuals for showing changes in values over time. With the visual active, in the **Visualizations** pane, select **Line chart**. - When the report is new, you're prompted to save the report before you can pin the visualization to a dashboard. - - - Enter a name for the report, such as **Financial Sample report**, and select **Save**. - - Power BI saves the report to the selected location. The default is **My workspace**. Power BI shows the report in Reading view. - -1. Position the mouse over the visualization and select the **Pin** icon again. The **Pin to dashboard** pop-up dialog opens. + :::image type="content" source="media/service-get-started/power-bi-line.png" alt-text="Screenshot that shows how to select the line chart display in the Visualizations pane."::: -1. In the pop-up dialog, select **New dashboard**, and enter a name for the dashboard, such as **Financial Sample dashboard**. Select **Pin**. - - :::image type="content" source="media/service-get-started/save-dashboard.png" alt-text="Screenshot that shows how to save a new dashboard so you can pin an item." border="false"::: +1. The line chart looks interesting, so let's pin the visualization to our dashboard. Power BI displays a success message after the service adds the visualization to the dashboard. The success dialog includes an option to create an optimized layout of the dashboard for your mobile device. @@ -153,24 +159,20 @@ We can start by adding a column chart to the report in the editor to build a vis :::image type="content" source="media/service-get-started/open-new-dashboard.png" alt-text="Screenshot of the Pinned to dashboard dialog with the option to go to the new dashboard." border="false"::: - After you pin a visualization, it's pinned on the dashboard as a *tile*. The data in the visualization stays up-to-date so you can track the latest value at a glance. + Your dashboard shows the tiles you pinned earlier when you were using Coplot plus the line chart that you created. - :::image type="content" source="media/service-get-started/dashboard-pin-tile-line-chart.png" alt-text="Screenshot that shows the dashboard with a pinned visualization tile." border="false"::: + :::image type="content" source="media/service-get-started/power-bi-dashboard-tiles.png" alt-text="Screenshot that shows the dashboard with a pinned visualization tile." ::: > [!NOTE] > After you pin a visualization, if you change the visualization type in the report, the pinned visualization on the dashboard **doesn't** change. To see the new visualization, pin it to the dashboard to create another tile. The use of multiple tiles lets you have more than one visualization of the same data on your dashboard. -1. Now select the tile on the dashboard: - - :::image type="content" source="media/service-get-started/dashboard-select-tile.png" alt-text="Screenshot that shows a selected tile on the dashboard."::: +1. Now select the line chart tile on the dashboard. The Power BI service returns you to the report editor where you can refine the visualization: - The Power BI service returns you to the report editor where you can refine the visualization: + :::image type="content" source="media/service-get-started/power-bi-edit-chart.png" alt-text="Screenshot that shows a visualization open in the report editor and the Edit option selected." ::: - :::image type="content" source="media/service-get-started/report-editor-line-chart.png" alt-text="Screenshot that shows a visualization open in the report editor and the Edit option selected." border="false"::: + Select **Edit** to return to Editing view and continue to explore and pin tiles. - You can select **Edit** to return to Editing view and continue to explore and pin tiles. - -## Step 3: Explore visualizations with Q&A +### Create report visuals with Q&A For a quick exploration of your data, try asking a question in the Q&A question box. Q&A lets you ask natural-language queries about your data. @@ -190,45 +192,45 @@ Let's try out the Q&A experience for a dashboard. 1. In the Power BI service, select **My workspace**, and then select your dashboard for the Financial Sample. - :::image type="content" source="media/service-get-started/open-my-workspace-dashboard.png" alt-text="Screenshot that shows how to return to My workspace and open the Financial Sample dashboard." border="false"::: + :::image type="content" source="media/service-get-started/power-bi-my-workspace.png" alt-text="Screenshot that shows how to return to My workspace and open the Financial Sample dashboard." ::: 1. At the top of the tile view, select **Ask a question about your data**. The view expands and Q&A offers several suggestions. - :::image type="content" source="media/service-get-started/dashboard-qna-expand-view.png" alt-text="Screenshot that shows the expanded view of Q&A with suggestions."::: + :::image type="content" source="media/service-get-started/power-bi-dashboard-qna-expand.png" alt-text="Screenshot that shows the expanded view of Q&A with suggestions."::: - You can select a suggestion and see the results, or enter your own question in the Q&A box. + Select a suggestion and see the results, or enter your own question in the Q&A box. -1. In the Q&A box, enter the question **what is the average sale**. As you type, Q&A tries to pattern match your text entry for recognized questions. +1. In the Q&A box, enter the question *what is the average sales*. As you type, Q&A tries to pattern match your text entry for recognized questions. :::image type="content" source="media/service-get-started/dashboard-qna-ask-question.png" alt-text="Screenshot that shows how Q&A tries to pattern match your text for recognized questions." border="false"::: Q&A searches for an answer and displays the answer as a *card* visualization. -1. At the top right, select **Pin visual** and pin the visualization to the Financial Sample dashboard. +1. At the top right, select **Pin visual** and pin the visualization to your financial sample dashboard. :::image type="content" source="media/service-get-started/dashboard-qna-pin-average-sale.png" alt-text="Screenshot that shows how to pin the Q&A answer visualization to a dashboard." border="false"::: -1. Try another question in the Q&A box. Enter **total profit by country**. +1. Try another question in the Q&A box. Enter *total profit by country as a map*. - :::image type="content" source="media/service-get-started/dashboard-qna-country-profit.png" alt-text="Screenshot of the Q&A map visualization of the Financial Sample data for total profit by country and region." border="false"::: + :::image type="content" source="media/service-get-started/dashboard-qna-country.png" alt-text="Screenshot of the Q&A map visualization of the Financial Sample data for total profit by country and region." border="false"::: -1. Pin the country/region map visualization to the Financial Sample dashboard. +1. Pin the country/region map visualization to your financial sample dashboard. 1. In the success dialog, select **Go to dashboard** to view the newly pinned tiles on your dashboard. 1. On the dashboard, select the pinned country/region map. Notice how the visualization opens in Q&A. -1. Place the cursor after **by country** in the Q&A box and enter **as bar**. Power BI creates a bar chart with the results. +1. Place the cursor in the Q&A box at the end of your current query, and enter *as bar*. Power BI creates a bar chart with the results. :::image type="content" source="media/service-get-started/dashboard-qna-country-profit-bar.png" alt-text="Screenshot that shows the Q&A bar chart visualization for the Financial Sample country and region data." border="false"::: -1. Pin the bar chart to your Financial Sample dashboard. + The data looks more interesting as a map, so we don't fin this bar chart. 1. At the top, select **Exit Q&A** to return to your dashboard. -You now have four pinned tiles on your dashboard: line chart, numeric average, country/region map, and bar chart. +You now have five pinned tiles on your dashboard: line chart, card, country/region map, and bar chart. -:::image type="content" source="media/service-get-started/dashboard-qna-tiles.png" alt-text="Screenshot of the Financial Sample dashboard with pinned Q&A visualization tiles." border="false"::: +:::image type="content" source="media/service-get-started/power-bi-completed-dashboard.png" alt-text="Screenshot of the Financial Sample dashboard with pinned Q&A visualization tiles."::: ### Pin different views of data with multiple tiles @@ -236,21 +238,17 @@ Notice that although you changed the map visualization to a bar chart in Q&A, th When you pin a tile to a dashboard, the tile always displays the data by using the original visualization type. If you change the visualization type for an existing tile, and pin the tile, Power BI creates a new tile with the new visualization type. The original tile remains unchanged. The use of multiple tiles enables you to have more than one visualization of the same data on your dashboard. -## Step 4: Adjust tile layout on the dashboard +## Adjust tile layout on the dashboard Tiles on the dashboard can be rearranged and adjusted to make better use of the space. You can change tile sizes, reposition tiles, and work with tile details to improve the layout. ### Adjust tile size -Let's change the size of the *Gross sales* line chart tile to be the same height as the *Average of Sales* tile. - -1. Select the lower-right corner of the *Gross sales* line chart tile and drag the tile outline upward to reduce the overall tile height. +In the previous image, the *Sum of Profit* line chart was shortened and the *Average of sales* card was moved and lengthened. Here's how that was done. -1. Continue to drag the tile outline upward until the tile snaps into place at the same height as the *Average of Sales* tile. +1. Select the lower-right corner of the *Sum of Profit* line chart tile and drag the tile outline upward to reduce the overall tile height. -1. When the tile has the desired height, release the mouse. - -:::image type="content" source="media/service-get-started/dashboard-resize-tile.png" alt-text="Screenshot that shows how to resize a tile on the dashboard."::: +1. Select and hold the *Average of sales* card as you drag it to a new location. Release and then drag the bottom right corner until it matches the length of the tiles above it. The two tiles are now the same height. @@ -266,22 +264,6 @@ Sometimes changing **Tile details** can improve the dashboard presentation. 1. Select **Apply**. -:::image type="content" source="media/service-get-started/edit-tile-details.png" alt-text="Screenshot that shows how to edit the details for a tile on the dashboard."::: - -### Rearrange tiles - -You can move a tile by selecting the tile and dragging it to a new location. - -1. Select the country/region map tile, and drag the tile to the right of the bar chart. - -1. When the tile's in the desired position, release the mouse. - -Notice that these two tiles take up more width on the dashboard than the *Gross sales* line chart tile and the *Sales Average* tile. You can improve the layout by increasing the overall width of the line chart tile. - -Here's an example of the dashboard with the improved layout: - -:::image type="content" source="media/service-get-started/dashboard.png" alt-text="Screenshot that shows the tiles rearranged on the dashboard to make better use of the space." border="false"::: - ## Clean up resources After you finish the tutorial, it's a good practice to delete the semantic model, report, and dashboard. @@ -292,11 +274,7 @@ When you delete a semantic model, the Power BI service also deletes all reports 1. Locate the Financial Sample **semantic model**. -1. Select **More options (...)** > **Delete**. - - :::image type="content" source="media/service-get-started/delete-dataset.png" alt-text="Screenshot that shows how to delete a semantic model in My workspace."::: - - Power BI displays a warning message: _All reports and dashboard tiles containing data from this semantic model will also be deleted_. +1. Select **More options (...)** > **Delete**. Power BI displays a warning message: _All reports and dashboard tiles containing data from this semantic model are also deleted_. 1. Select **Delete**. diff --git a/powerbi-docs/includes/embed-tutorial-create-report.md b/powerbi-docs/includes/embed-tutorial-create-report.md index dc01063955..ca89ecfab2 100644 --- a/powerbi-docs/includes/embed-tutorial-create-report.md +++ b/powerbi-docs/includes/embed-tutorial-create-report.md @@ -2,10 +2,10 @@ title: Embedded analytics tutorial create a report description: Create a Power BI report for the embedded analytics tutorials. services: powerbi -author: KesemSharabi -ms.author: kesharab +author: monaberdugo +ms.author: mberdugo ms.topic: include -ms.date: 03/07/2021 +ms.date: 01/02/2025 ms.custom: include file --- @@ -14,14 +14,14 @@ Your next step is to create a report and upload it to your workspace. You can [c >[!Tip] >If you already have a workspace with a report, you can skip this step. -To download a sample report and publish it to your workspace, follow these steps: +To download a sample report (not Direct Lake enabled) and publish it to your workspace, follow these steps: 1. Open the GitHub [Power BI Desktop samples](https://github.com/microsoft/PowerBI-Desktop-Samples) folder. -2. Select **Code** and then select **Download zip**. +1. Select **Code** and then select **Download zip**. :::image type="content" source="media/embed-sample-for-customers/download-sample-report.png" alt-text="A screenshot showing the ZIP download option in the Power B I desktop samples GitHub"::: -3. Extract the downloaded ZIP and navigate to the **Samples Reports** folder. +1. Extract the downloaded ZIP and navigate to the **Samples Reports** folder. -4. Select a report to embed, and [publish](../fundamentals/desktop-getting-started.md#share-your-work) it to your workspace. \ No newline at end of file +1. Select a report to embed, and [publish](../fundamentals/desktop-getting-started.md#share-your-work) it to your workspace. diff --git a/powerbi-docs/includes/embed-tutorial-create-workspace.md b/powerbi-docs/includes/embed-tutorial-create-workspace.md index 34afa23903..cbb1e26161 100644 --- a/powerbi-docs/includes/embed-tutorial-create-workspace.md +++ b/powerbi-docs/includes/embed-tutorial-create-workspace.md @@ -5,7 +5,7 @@ services: powerbi author: mberdugo ms.author: monaberdugo ms.topic: include -ms.date: 2/09/2024 +ms.date: 12/26/2024 ms.custom: include file --- @@ -17,9 +17,6 @@ Microsoft Fabric keeps your reports, dashboards, and tiles in a workspace. To em To create a workspace, do the following: 1. Sign in to Fabric. - -2. Select **Workspaces**. - -3. Select **+ New workspace**. - -4. Name your workspace and select **Save**. \ No newline at end of file +1. Select **Workspaces**. +1. Select **+ New workspace**. +1. Name your workspace and select **Save**.