[Music] let's start with an overview of uh the whole of the powerbi product set um we'll start with PBI desktop and connect to some Excel spreadsheet data uh pull that in and build some visuals and then I'll show you how to publish that up to the powerbi.com service uh and uh build some dashboards from that that you can then use to track the data over time uh and share and uh collaborate with others around your organization when you open up P desktop for the first time you'll see the getting started screen and uh to to
begin all you need to do is hit get data over on the left hand side you'll get a list of all of the data sources that powerbi supports but we're just going to use Excel for now uh and I'm just going to choose this financial sample workbook um that I've got on my desktop so when this connects you'll see it will pull in a preview of all of the uh tables and tabs in that Excel workbook um and this financials table has just got some uh data about the segments and countries and products that was
sold um how how many were sold how much we uh we sold them for the profit and uh and the date for the sale now I could edit and transform this data as it gets loaded into powerbi um but it's in a pretty good shape already so I'm just going to load it straight into powerbi desktop and you'll see over on the right hand side here uh all of those columns from that Excel table get translated into Fields within powerbi and now building visuals is as simple as dragging and dropping these onto the canvas so
let's take our sales amount and drag that over uh we get a little chart and let's break that down by the different segments so I can see now um that our uh biggest segment was the government uh and then the midmarket and channel Partners were smaller down the bottom so let's add another visual into here uh let's create a map this time I can also insert visuals by using this uh this Gallery here so here's my map I get a little placeholder until I've added some fields and again let's look at the sales so I
can drag that over um and I want to look at that across our different col countries so I can see Canada and North America had some of the um sorry Canada and the USA had some of the highest sales uh then a few countries in Europe and Mexico as well the great thing about PBI is that all of these visuals get linked automatically together so if I just want to focus on uh sales in the government segment I can click on that in the bar on the left hand side and my map on the right
hand side now gets filtered so I can see that most of the sales in the government were a crossover in Europe actually rather than in the USA and it works both ways so if I want to focus just on the USA sales I click that in the map and now the chart on the left hand side gets highlighted uh to just show sales within the USA so that's great I've got a really simple uh uh report here very very simple with only two visuals but now let's publish it up to the PBI service um uh
to uh track this and share it with others so you can see in the ribbon I have this publish button I'll get prompted to save the file locally first let's just overwrite this old one and if this is the first time you've done this you'll get prompted to sign into the uh powerbi service so pop in your email address you may need to authenticate here as well but you'll get presented with this list uh and this will show you all of the workspaces in uh the powerbi service so my workspace is kind of your default
scratchpad um but then there are other workspaces that may be uh uh uh you're part of uh groups that have these workspaces that you could publish this into as well I'm just going to select my workspace for now and now the report's published up to PBI and I can click this link open in powerbi to uh go straight to that report and open it here in the browser so I can see exactly the same visuals I get all the same interactivity here in the browser too and I can now start doing things like pinning these
visuals from this report onto dashboards that I could create and share with other people so to do that select the visual that you're interested in and click this little p pin button at the top you'll get a choice of uh whether you want to pin this to an existing dashboard or to a new one I'm going to create a new one just to show you and let's pin that map as well you'll see you get a little notification telling you that that um visual was pinned successfully when you go over to the dashboard it will
take you um to to see those visuals here on the dashboard now I could go to many many different reports and pin all those visuals um into One dashboard that's a great thing about these dashboards is you can pull content together uh uh and pull visuals together from many different data sources into one place to keep track of all of that stuff uh uh that's important to you to your business so that's a really simple example of how you can take data from Excel uh pull it into P desktop publish it up to the service
and then use that to uh build dashboards that you can share and use to track your data around your organization
