Locked lesson.
About this lesson
This module covers how to publish your data into the Power BI service, explores the feature parity between desktop and cloud, and covers how to update your data in the service.
Exercise files
Download this lesson’s exercise file. You can download source data files for the course from the resources section of your Lessons page.
Publishing to the Power BI service.pbix348.3 KB
Quick reference
Publishing to the Power BI service
Publishing reports to the Power BI web service.
When to use
Use when you want to publish a new report, or update an existing report with refreshed data.
Instructions
To publish your report to the Power BI service:
- Ensure that you are signed in to your Power BI account in Power BI Desktop
- Save the Power BI project
- Go to Home --> Publish
- Choose your workspace (if prompted)
- Wait for the publishing to complete
At this point you can log in to PowerBI.com via either of the following methods:
- Click the link in the confirmation dialog. This will take you to the login page, then directly to your report
- Go to PowerBI.com and log in. You will need to navigate to your report
Hints & tips
- Re-publishing will update your data set
- Re-publishing will also overwrite any previous reports to update them
- 00:00 Now that we have a report,
- 00:03 what we want to do is we want to publish it.
- 00:08 And there's a couple of really important things that need to be done before we can
- 00:11 actually do that.
- 00:13 The first one is that the file needs to be saved.
- 00:16 So if you haven't saved it yet, what you're gonna do is you're gonna go to File
- 00:19 > Save As, and you'll notice that I've saved mine as LoadedPencil.
- 00:23 So, I'm just gonna hit Save, replace it,
- 00:25 Yes, that means that it will be completely up-to-date.
- 00:29 The second thing is that we need to sign in to the Power BI service, so
- 00:33 we do that by clicking the link at the top that says Sign in.
- 00:36 If its already got your username in here, then you're good to go.
- 00:39 But I'm gonna hit Sign in.
- 00:40 And you'll notice that I'm gonna sign in as goskills@excelguru.ca, Sign in,
- 00:50 And I'll throw in my password Then we'll say sign-in.
- 00:55 And obviously, you would use your own Power BI account for this.
- 00:59 And what should happen is it should come up, and it should return a name for
- 01:03 the account, which in this case, is Author GoSkills.
- 01:06 Once that is done and the file is saved, we hit Publish.
- 01:11 And it will then say, okay, I'm gonna publish it to Power BI.
- 01:15 If you have multiple workspaces,
- 01:17 it will offer you which one would you like to go to.
- 01:21 Once you've actually got it published, what we're gonna do is we're gonna go and
- 01:24 click Open Loaded Pencil in Power BI.
- 01:29 This will open your web browser, where you will need to sign in.
- 01:34 I'll type in goskills@excelguru.ca and my password.
- 01:39 And then we'll say, Sign in.
- 01:43 And that will take you into your report, which is hosted in the cloud.
- 01:49 You'll also notice that when you get in here, you can click on any of the visuals.
- 01:53 And even though it's all cloud-based, they still filter exactly the same.
- 01:56 The report looks very similar to what you had before, which is great.
- 02:01 Now there's a few things that actually happen inside Power BI.
- 02:05 I'm gonna give you a little bit of a tour of the Power BI workspace here.
- 02:09 So you'll notice that we have Favorites.
- 02:10 And right now we don't have any.
- 02:13 No recent dashboards.
- 02:14 Well, actually, we do have the recent report for Loaded,
- 02:17 Pencil which we could always go and pull it up, that will pull up this report.
- 02:21 We have nothing under Shared with me at this point in time, there's nothing there.
- 02:24 We also have a list of workspaces.
- 02:26 And you'll see that I have My Workspace, and that's it.
- 02:29 If your organization is married in with Office 365 and
- 02:34 you have Office 365 groups, you would see a list of all of those down here.
- 02:38 The most important thing though is that we have this little area here where
- 02:41 we can switch our workspace and show what content that we actually have.
- 02:45 Dashboard, Reports, Workbooks and Datasets.
- 02:47 So if I click on My Workspace here,
- 02:50 it will take me to an area that says I don't have any dashboards.
- 02:55 I do have my Loaded Pencil Report.
- 02:57 There's no Excel workbooks in here.
- 03:00 And I have a dataset for Loaded Pencil as well.
- 03:02 So if I ever want to get back to my report, I would go and click on Reports.
- 03:07 And I would click on Loaded Pencil.
- 03:09 And this will actually launch me back into the report that I
- 03:13 can actually play around with.
- 03:15 There's a couple of pieces that you may wanna know about this,
- 03:17 once you come into look at your report, you can do a few things with it.
- 03:20 There's a File menu, that you can save a copy, you can print it,
- 03:23 publish it to the web.
- 03:25 You can export it to PowerPoint.
- 03:26 Or even, this is really important if you ever lose the original PBIX file,
- 03:30 you can download a copy of your existing one.
- 03:34 So that's kind of a useful thing as well.
- 03:37 We can view it, fit to page and what not, and we can explore a few different things.
- 03:41 But this is the key place where we actually go and
- 03:44 take a look at our reports online and see what's actually happening with them.
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