Publishing to the Power BI service

Quick reference

• 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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