When you first open Power BI service, you'll see your workspace. Prominently displayed will be your dashboard, which is something that differentiates Power BI service from Power BI Desktop.
Your Power BI service workspace is made up of:
We'll dig into these later, but first let's review some Power BI concepts.
Or, you might want to watch this video first before reading the rest of this article. In the video, Will reviews the basic concepts and gives a tour of Power BI service.
The 3 major building blocks of Power BI are: dashboards, reports, and datasets. You can't have dashboards or reports without data (well, you can have empty dashboards and empty reports, but they're not very useful until they have data), so let's start with datasets.
A dataset is something that you import or connect to. Power BI lets you connect to all sorts of datasets and bring all of it together in one place.
In the navigation bar, the datasets you've connected to are listed under the Datasets heading. Each listed dataset represents a single source of data, for example, an Excel workbook on OneDrive, or an on-premises SSAS tabular dataset, or a Salesforce dataset. There are many different data sources supported, and we’re adding new ones all the time. See the list of dataset types that can be used with Power BI.
ONE dataset... - can be used over and over. - can be used in many different reports. - Visualizations from that one dataset can display on many different dashboards.
To connect to a dataset, select Get Data (at the bottom of the navigation bar) or select the plus icon next to the Datasets heading. Follow the instructions to connect to the specific source and add the dataset to your workspace. New datasets are added to the left navigation bar and marked with a yellow asterisk. The work you do in Power BI does not change the underlying dataset.
Datasets can be refreshed, renamed, explored and removed. To explore a dataset, select it. What you're actually doing is opening the dataset in the report editor where you can really start digging into the data and creating visualizations. So, let's move on to the next topic -- reports.
A Power BI report is one or more pages of visualizations (charts, graphs and images). All of the visualizations in a report come from a single dataset. Reports can be created from scratch within Power BI, can be imported with dashboards that colleagues share with you, or can be created for you when you connect to datasets from Excel, Power BI Desktop, databases, SaaS applications and content packs. For example, when you connect to an Excel workbook that contains Power View sheets, Power BI creates a report based on those sheets. And when you connect to an SaaS application, Power BI imports a pre-built report.
There are 2 modes to view and interact with reports: Reading View and Editing View. Only the person who created the report, co-owners, and those granted permission, have access to all of the exploring, designing, building, and sharing capabilities of Editing View for that report. And the people they share the report with can explore and interact with the report using Reading View.
In the navigation pane, your reports are listed under the Reports heading. Each listed report represents 1 or more pages of visualizations based on 1 of the underlying datasets. All of the reports listed here can be opened in both Reading View and Editing View. To open a report, simply select it. By default, the report opens in Reading View first. Just select Edit report to open it in Editing View. If a shared dashboard has reports, you will NOT see the report listed in the navigation bar. Instead, open shared reports directly from the shared dashboard by selecting a dashboard tile (more on these later).
ONE report... - can be associated with multiple dashboards (tiles pinned from that one report can appear on multiple dashboards). - can be created using data from one dataset. (the slight exception to this is that Power BI Desktop can combine more than 1 dataset into a single report and that report can be imported into Power BI)
A dashboard is something you create or something a colleague creates and shares with you. It is a single canvas that contains zero or more tiles and widgets. Each tile displays a single visualization that was created from a dataset and pinned to the dashboard. There are many ways to add tiles to your dashboard; too many to be covered in this overview topic. To learn more, see Dashboard tiles in Power BI.
In the navigation bar, "your" dashboards are listed under the Dashboards heading. "Your" means that you have access to them, not necessarily that you created them. Each dashboard represents a customized view of some subset of the underlying datasets. If you own the dashboard, you'll also have access to the underlying dataset(s) and they'll appear in the navbar under Datasets. If the dashboard was shared with you, it has a sharing icon next to it, and depending on how it was shared, you may or may not see the underlying datasets listed in your navbar.
NOTE: Pinning and tiles are covered in more detail below under the heading "Dashboard tiles."
ONE dashboard... - can display visualizations from many different datasets - can display visualizations from many different reports
A dashboard can be created from scratch -- create a new blank dashboard and then get some data.
**You, or a colleague, can create a dashboard and share it** - when you accept the invitation, the shared dashboard (and any associated report and dataset) is added to your navigation bar.
Sometimes dashboards are imported with the dataset or are created as you connect to the dataset. For example, the Get Data wizard for Salesforce asks you if you'd like a dashboard and/or report to be created from the dataset.
Why do people create dashboards? Here are just some of the reasons:
We've circled back to your Power BI dashboard and workspace. Let's take a closer look at the pieces that make up the top-level page for Power BI service; we call it My Workspace.
Use the navbar to move between the Power BI building blocks: dashboards, reports, and datasets.
Select Get Data to add datasets to Power BI.
Expand and collapse the navbar with this icon .
Use Search to find specific items in the navbar.
Select a plus icon to create a new dashboard or get a new dataset.
The listed Dashboards, Reports, and Datasets are available for you to use. Shared dashboards are read-only and display the shared icon .
Dashboard, report, and dataset names usually match the name of the underlying dataset file -- but you can rename them.
Right-click a dashboard, report or dataset to display the context-sensitive menu.
Dashboards are composed of tiles. Tiles are created either in report Editing View or Q&A. A special type of tile called a widget is added directly onto the dashboard. The tiles that appear on a dashboard were specifically put there by a report creator/owner. The act of adding a tile to a dashboard is called pinning.
For more information, see [Dashboards] (above).
One way to explore your data is to ask a question and let Power BI Q&A give you an answer, in the form of a visualization. Q&A cannot be used to add content to a report -- only to add content, in the form of tiles, to dashboards.
Q&A looks for an answer in the dataset(s) connected to the dashboard. A connected dataset is one that has at least one tile pinned to that dashboard.
As soon as you start to type your question, Q&A takes you to the Q&A page. As you type, Q&A helps you ask the right question and find the best answer with rephrasings, autofill, suggestions, and more. When you have a visualization (answer) you like, pin it to your dashboard. For more information, see Q&A in Power BI.
The icons in the top right corner are your resources for settings, downloads, getting help, and providing feedback to the Power BI team. Select the double arrow to open the dashboard in Full screen m.
It's not always easy to figure out which dashboard is active. The dashboard title appears on the dashboard view page, on the Q&A page, in report Editing View and report Reading View, and when you open a dataset.
The app launcher is designed to help you get to your Office 365 apps.
Selecting this returns you to the dashboard that you viewed most recently.
This area of the workspace contains icons for interacting with the dashboard. Besides add widget and share dashboard selecting the ellipses reveals options for duplicating, printing, and refreshing the dashboard and more.
More questions? Try the Power BI Community