Changing the data source settings - Privacy levels and edit permissions
You can modify and change the data source settings which include privacy settings, permissions and data source location. Data source settings can be accessed from the transform data option in the home ribbon or can be accessed through the power query editor:
A data source settings dialogue box opens, you can modify the data source location by clicking on the file path and selecting change source and browse to locate your new data source.
You can also modify the privacy settings using the Edit permissions options. You can select from none, Public, Organizational and Private. Public will allow free access to your report to everyone at any given time. Organizational will limit the access to only people within your organizations that can use their credentials to access. Private is more suitable for highly sensitive, confidential information that can be accessible to only authorized users.
Select a shared semantic model or create a new one
In Power BI we can connect to a shared semantic model or create a shared semantic model and publish it to Power BI Service. This will create a live connection with the shared dataset.
Click on Get data and select Power BI datasets. This will open the data hub where all the data sets in your organization whether created by you or shared within your organization. Click on connect.
The data view option is not available in this case and to view the dataset, we must go to Power BI Service. And select the analyse in excel option which allows us to inspect the data in excel.
Changing the Parameter
A Parameter in Power BI allows you to dynamically change the filtered values and data sources within your reports. It’s quite similar to a filter the only difference being the filters are applied after connecting to a dataset whereas parameter is way to only return data as specified.
In the Power BI Desktop click on transform data and select edit parameter and change the value.
In Power BI Service open workspace and click on the ellipses next to file and open the settings menu. A dataset window will open up, you can change the parameters form here as well.
Creating Your first visual using Power BI
- Open Power BI Desktop.
- Load Data: Click on the Home tab and select Get Data to import data from various sources (e.g., Excel, SQL Server, CSV files). Additionally, you can click on more to view all options. Select the appropriate data source and click on Connect. (For the purpose of this example let’s assume that our data is stored in a Flat Excel File.
3. A navigator window pops up, displaying all the tables within the file you have selected. Once you have previewed and selected the appropriate data tables, click on Load to import it into Power BI.
- After loading your data on Power BI, on the Fields Pane (or data pane), all the fields contained within the table can be seen.
5. Create a visual: Simply drag and drop a field from the fields pane onto the Canvas. Power BI will automatically detect an appropriate visual for that particular field. For eg:
when we drag the Last year sales field on the canvas, Power BI automatically creates a bar graph depicting the same.
- Take it a step further: Drag the Date column on the x axis and the district column on the legends field, this will create a clustered column chart as below.
