Original subtitles

Welcome to this lesson.

In this lesson, what I'd like to look at is how do we load some data into the power BI service and

then just create a quick little report.

Now please note that Microsoft have been changing the user interface quite a lot, so you may well find

that there will be some additional changes that might work.

But what I want to do at this point is just show you some of the basics of how we navigate around the

Power BI service and how we would create this report.

Okay, so we're back in our home screen, the one that we saw in the previous lesson.

The first part is if you look around, you'll see certain options that allow you to create a new report.

You'll see in the top right hand corner over here, we've got our new report option.

If I click on that, what it says is building your first report, it gives you two options.

It says that you can manually paste in your own data or you can pick from a published data set.

Now, you may remember from the previous lesson that if we click on the pic from a previous data set,

it shows me a list of all the data sets that have already been uploaded into Power BI.

Now this isn't what I'm looking for at the moment.

What I want to be able to do is actually load my own data into power BI.

So this would not give me that option, nor at this point would paste and manually enter your own data.

Because in this option what it does is it allows you to be able to paste across data that you may have

in a spreadsheet, and it's really just there to allow you to create a quick and easy report.

So that wouldn't help either.

You'll also see at the top that we've got this create option.

And again, if you go into create, you'll see exactly the same options.

Now, the way that we do need to go about this is actually we're going to go down to our workspaces.

Now, you may remember from the previous lesson as well that we had the my workspace.

So everybody gets access to the my workspace.

This is a workspace that you can use yourself.

It's something that you can share with other people, but you are able to be able to create your own

reports.

In this case, you'll see a couple of options.

The first one again is add content and again you'll see the same set of options that we had before.

Now, if we go back into workspace, go back to my workspace, you will see that there is an ability

to be able to create new options.

So you'll see that you can create a new report or a paginated report scorecard dashboard, but there's

an option to create a new dataset.

Now, this is the way the Microsoft now allows you to be able to enter your own data into the power

BI service is to be able to create your own dataset within your workspaces.

So this is the route that we're going to use.

So we're going to click on dataset and we're going to select that one.

Now you'll see that I now get an option saying Add data to get started and here I can add an Excel file

or a CSV file.

Okay.

So as I say, over time, this has changed a lot in terms of how we load data.

So this is the latest way that we do it.

In this case, though, we're going to be using our Excel file, so I'm going to select on the Excel

file.

Now what this does is it now creates a link through to my OneDrive.

So it goes to my OneDrive for business and it looks at the OneDrive for business structure and it pulls

it back and you're going to find that as you're working with Power BI often it may be a really good

idea to use your OneDrive for business as a way of being able to host your files and being able to connect

your files.

But for now, though, you've probably downloaded the resources from the Udemy and what we've now got

is the file actually on our device.

So what we're going to be using is browse this device and this will allow us to pick then the files

from your device.

Okay.

So once you've navigated through to where you've downloaded the files from the Udemy resources, you'll

see that you're going to have a list of the different Excel files.

Now for this example, we're going to be using the training data one file.

So please select that and all you're going to do is you're going to click on the open button.

So click on Open and now this is now going to upload that file into your Power BI service and it's going

to load it into the My workspace area.

Okay.

So you can see it's completed that now.

And what it does is it shows me a bit of information about this file.

So you'll see on the right hand side that we've got our table and it actually shows me a list of all

the fields that are in this table.

So that's really useful when you want to get an overview of the fields that you're working with in the

table.

You also see that you get options to be able to share the data set, but the one that we're interested

in is the ability to create a report.

So we're going to select, create a report, and in this case, we're going to say we're going to start

from scratch.

So we want to start from a blank report.

So we're going to select that.

What it's going to do is it's going to allow us then to create a report, but it's going to use this

as the data set that we're going to be working with.

So perfect.

I'm going to click on Start from Scratch.

And now what you'll see is that the Power bi service interface for editing and creating reports is now

loaded.

So we've got in the middle this screen and this is our canvas.

This is where we're going to be creating our reports.

So you're going to see also that we've got our visualizations over here.

Visualizations are the components that we're going to be using in our reports.

So we're going to use different types of visualization to show data in different ways.

Then the last part we've got is our data.

So you'll see at the moment this is currently collapsed.

So all I do is I expand that and it will give me a nice list of all the fields that are actually in

this data source.

So now we've got all the pieces that we're looking for.

The last part you'll see is we've actually got this filters option now.

We're going to be covering this later on in the course.

So for now, I'm just going to collapse that just so we get a bit more space to be able to work with.

Okay.

So our first task is that we want to now build the visuals with our data.

So I'm going to start off with a table.

So if you go across to your visualizations, you'll see that the table visualization looks like that.

All you do is you click on it.

This will now create a placeholder.

You can move this around, you can click on it, you can resize this.

It's got all your standard Microsoft controls that you would expect.

Now, once you've got this visualization selected, you'll see that this option over here is selected

and it says, Add data to your visual.

And the way you do that is through your columns.

Now, there's a couple of ways that we can add the data and we're going to cover that in future lessons

as well.

But the one I'm going to show you at the moment is you can just tick on the box if you tick on the box

here.

We've now chosen our manufacturer, field manufacturer now goes into the column and we can see that

the first column now shows me a unique list of all the manufacturers that are in my data set.

So basically it's gone through the data set and it's pulled out all the unique manufacturers.

If I want another field, let's say, for example, I want to see what is the sum of sales for all my

manufacturers.

I can click on the sales and you can see now that that gets added in there.

Now, by default, what it does is it sums up the sales for all of the manufacturers.

So basically it goes through, it adds up all the sales within that manufacturer and shows me the total.

Now, you will see later on in the course we can change the method of aggregation.

We can create other options.

We could have average min max, things like that that you might be familiar with with your spreadsheet.

But for now we're going to stick with the sum.

Now, as I noted before, you can now use this component and you can actually just pick this up, you

can move it around and you could resize this if you wanted to.

The other part that you can do is you can format this so you'll see that the next option across here

is the ability to be able to format my visual.

So when I select that, it now shows me formatting my visual.

It shows me two options.

I have a visual and I also have a general option.

Now your general option allows you to change things like your properties, such as where is it positioned

and how big do you want it to be?

Also, you have a title that you can use.

Actually, let's just open a couple of these just to see the properties.

As we said, we got size position padding your title.

You can add a title to your table if you wanted to.

You can see currently it's off, but if we wanted to do that, you could change your way that your text

is your text color, so it gives you a lot of formatting options.

Let's jump across onto the visual here.

We get something called Style Presets.

So what this allows me to do is to be able to change the style of the table.

So let's say, for example, I wanted a bold header and you can see straight away by choosing that it

now applies a default preset and basically changes the formatting to the bold header.

You'll see that there are other options as well.

Something like Flashy Rose, for example, would give you something quite different, but I'm going

to actually use my sparse actually we're going to use minimal, let's use minimal and then we can go.

You can see that that's pretty easy to read.

A lot of whitespace, so easy to use.

And as you go down here, you see that there would be different options that you could use.

Let's say you wanted to change your column headers.

So we go to our column headers again.

We could change our font.

We could make it bold if we wanted to.

Could increase the size if we wanted to also change the background color, we wanted to make it a bit

of a blue color.

So, for example, so as you can see, you can actually change all of these.

Now we are going to do a lesson just on formatting itself.

One last one I wanted to show you though, is that we currently got these decimal numbers.

Let's say we wanted to change that.

What you could do is you could go to your specific column, choose that, and in this case, we would

say that we want to change the sum of sales and what you get under your sum of sales, just to show

you in the series here, is that you can change or display units.

So let's say we wanted to see this in millions.

We could do that and you could actually say, I want two decimal places.

For example, let's put two in there.

And there we go.

We've now got that showing a millions.

Or you could say, I want none, but I want zero decimal places.

And you'll see that that's now far easier to read with zero decimal places.

So very easy to be able to change your decimal places.

Now, as I've said, we are going to cover this later on in the course.

We're going to go through a lot of formatting.

We're going to look at these visualizations and a lot more detail.

We are going to be moving across the Power BI desktop, but I just quickly wanted to show you how you

could do this in your power bi service that you can create your own reports in the power BI service

you don't necessarily need the power BI desktop last part to show you is there is a save option.

So if you want to save the report, you can give it a name.

You could call this my sales report.

Spell that correctly.

There we go.

And select your destination workspace.

As I said, if you've got a free license, you will only have the my workspace available and we can

save that now and you can come back later on and edit that if you wanted to.

Okay.

We're going to conclude the lesson there.

I will see you in the next one.