Question

How to create and publish a Power BI Desktop file?

Answer 1

Use the following procedure to create a basic Power BI report using the AdventureWorksDW sample database. Publish the report to the Power BI service, so that you get a dataset in Power BI, which you can then configure and refresh in subsequent steps.

1. In Power BI Desktop, on the Home tab, select Get Data > SQL Server.

2. In the SQL Server database dialog box, enter the Server and Database (optional) names, make sure the Data Connectivity mode is Import, and then select OK.

3. Verify your credentials, then select Connect.

4. If an Encryption Support dialog box appears, select OK.

5. In the Navigator dialog box, select the DimProduct table, then select Load.

6. In the Power BI Desktop Report view, in the Visualizations pane, select the Stacked column chart.

7. With the column chart selected in the report canvas, in the Fields pane select the EnglishProductName and ListPrice fields.

8. Drag the EndDate onto Report level filters and under Basic filtering select only the checkbox for (Blank).

9. Save the report with the name "AdventureWorksProducts.pbix".

10. On the Home tab select Publish > My Workspace > Select. Sign in to the Power BI service if you're asked to do so.

11. On the Success screen, select Open 'AdventureWorksProducts.pbix' in Power BI.