Glossary for Power BI service

The Power BI service may introduce terminology that is unfamiliar or confusing. The glossary is a great place to look up terminology, you might even want to keep it bookmarked. Another great resource for learning about the building blocks that make up Power BI service is Basic Concepts. Basic Concepts gives a high level overview of the Power BI pieces and how they're connected.

This glossary is a community effort. Don't see a word here? Please ask us to add it (you can use the documentation feedback button at the bottom of this article.

A

account
Use your work or school account to sign in to Power BI. Administrators manage work or school accounts in Azure Active Directory. Your level of access is determined by the Power BI license associated with that account and the capacity type where content is stored. See license and Premium, below.

admin portal
The location where Power BI admins manage users, features, and settings for Power BI in their organization. (Note: Microsoft 365, Azure, and PowerApps use admin center.)

aggregates
When the values of multiple rows are grouped together as input on criteria to form a single value of more significant meaning or measurement.

aggregation
The reduction of rows in underlying data sources to fit in a model. The result is an aggregate.

alert, alerts
A feature that notifies users of changes in the data based on limits they set. Alerts can be set on tiles pinned from report visuals. Users receive alerts on the service and on their mobile app.

annotate
To write lines, text, or stamps on a snapshot copy of a tile, report, or visual on the Power BI mobile app for iOS and Android devices.

app, apps
A bundle of dashboards, reports, and datasets. It also refers to the mobile apps for consuming content, such as Power BI app for iOS.

AppSource
Centralized online repository where you can browse and discover dashboards, reports, datasets, and apps to download.

ArcGIS for Power BI
ArcGIS is a mapping and analytics platform created by the company ESRI. The name of the visual included in the Power BI visuals library is called ArcGIS for Power BI.

assign
[Power BI Premium] Verb for moving a workspace into or out of dedicated capacity. Don't use promote for moving a workspace to dedicated capacity because this has the connotation of dedicated being superior to shared capacity.

Auto Insights
Are now called Quick Insights.

B

BI, business intelligence

bookmark
A view of data captured in the Bookmarks pane of a report in Power BI Desktop or service. In Desktop, the bookmarks are saved in the .pbix report file for sharing on the Power BI service

breadcrumbs
The navigation at the top left to quickly navigate between reports and dashboards.

C

calculation
A mathematical determination of the size or number of something.

card (visual type)
A Power BI visual type.

card (Power BI Home)
Power BI Home displays rectangular and square pictures that represent dashboards, reports, apps, and more. These pictures are referred to as cards.

certified custom visual
A Power BI custom visual that has met requirements and passed strict security testing.

classification
Also called data classification. This option can be turned on by Power BI admins to raise awareness of the level of security required for a dashboard. The classification types can be customized by an organization.

connect live
A method of connecting to SQL Server Analysis Services data models. Also called a live connection.

container
The areas on the navigation pane are containers. In the nav pane you'll find containers for: Favorites, Recent, Apps, Shared with me, and Home.

content
Content for the Power BI service is generally dashboards, reports, and apps. It can also include workbooks and datasets.

content list
The content index for an app.

content pack
A collection of pre-packaged datasets, reports, and dashboards. These are being replaced with apps, learn about the new workspace experience.

content view

Continuous variable
A continuous variable can be any value between its minimum and maximum limits, otherwise it is a discrete variable. Examples are temperature, weight, age, and time. Continuous variables can include fractions or portions of the value. The total number of blue skateboards sold is a discrete variable since we can't sell half a skateboard.

Correlation
A correlation tells us how the behavior of things are related. If their patterns of increase and decrease are similar, then they are positively correlated. And if their patterns are opposite, then they are negatively correlated. For example, if sales of our red skateboard increase each time we run a tv marketing campaign, then sales of the red skateboard and the tv campaign are positively correlated.

cross-filter
Applies to visual interactions. Cross-filtering removes data that doesn't apply. For example, selecting Moderation in the doughnut chart cross-filters the line chart. The line chart now only displays data points that apply to the Moderation segment.

cross-highlight
Applies to visual interactions. Cross-highlighting retains all the original data points but dims the portion that does not apply to your selection. For example, selecting Moderation in the doughnut chart cross-highlights the column chart. The column chart dims all the data that does not apply to the Moderation segment and highlights all the data that does apply to the Moderation segment.

custom visual
Visuals that are created by the community and Microsoft. They can be downloaded from the Office store for use in Power BI reports.

D

dashboard
A selection of visuals that communicate status and metrics. A dashboard organizes and presents data in an easy-to-understand way.

data classification
See classification

data connector
See connectors

data model, Excel Data Model
In Power BI content, a data model refers to a map of data structures in a table format. The data model shows the relationships that are being used to build databases. Report designers, administrators, and developers create and work with data models to create Power BI content.

dataflow
Dataflows ingest, transform, integrate, and enrich big data by defining data source connections, ETL logic, refresh schedules, and more. Formerly data pool.

dataset vs data source
A dataset is a collection of data used to create visualizations and reports.

dedicated capacity
[Power BI Premium] Data models running on dedicated hardware in Microsoft cloud data centers to help ensure consistent performance at scale. BI solutions are delivered to the entire organization regardless of Power BI license.

Desktop or Power BI Desktop
Free Power BI tool used primarily be report designers, admins, and developers.

diamond
Power BI Premium. The shape of the icon that signifies a workspace is a Premium capacity workspace.

Dimension
Dimensions are categorical (text) data. A dimension describes a person, object, item, products, place, and time. In a a dataset, dimensions are a way to group measures into useful categories. For our skateboard company, some dimensions might include looking at sales (a measure) by model, color, country, or marketing campaign.

drill up, drill down, drillthrough
In Power BI, use drill down and drill up to refer to the ability to explore the next level of detail in a report or visual. Use drillthrough to refer to the ability to select a part of a visual and be taken to another page in the report, filtered to the data that relates to the part of the visual you selected on the original page. Drill to details commonly means to show the underlying records.

E

Editing View

The mode in which report designers can explore, design, build, and share a report.

ellipsis ...
Selecting an ellipsis displays additional menu options. Also referred to as the More actions menu.

embed code

A common standard across the internet. In Power BI, the customer can generate an embed code and copy it to place content such as a report visual on a website or blog.

Embedded

See Power BI Embedded.

embedding

In the Power BI developer offering, the process of integrating analytics into apps using the Power BI REST APIs and the Power BI SDK.

environment

[Power BI Desktop, Power BI Mobile, the Power BI service, etc.] Another way to refer to one of the Power BI tools. It's okay to use Power BI environment (tenant) in documentation where it may help business analysts who are familiar with the term tenant to know it's the same thing.

F

favorite, unfavorite

Verb meaning to add to the Favorites list for quick access to frequently visited dashboards and reports in Power BI. When you no longer want them as a favorite, you unfavorite them.

filter versus highlight

A filter removes data that does not apply. A highlight grays out the data that does not apply.

focus mode

Use focus mode to pop out a visual or tile to see more detail. You can still interact with the visual or tile while in focus mode.

Free account

See account

full screen, full-screen mode

Use full screen mode to view Power BI content without the distraction of menus and navigation panes. This is sometimes referred to as TV mode.

G

gateways or on-premises data gateways

A bridge to underlying data sources. It provides quick and secure data transfer between the Power BI service and on-premises data sources that support refresh. Usually managed by IT.

H

high-density visuals
Visuals with more data points than Power BI can render. Power BI samples the data to show the shape and outliers.

Home
The default landing age for Power BI service users. Doesn't modify anything. Can be called Power BI Home or simply Home.

I

insights
See quick insights.

J

K

KPIs
Key performance indicators. A type of visual.

L

left navigation (left nav)
This has been replaced with nav pane but may still appear in some documentation.
The controls along the left edge of Power BI service.

First instance: navigation pane Subsequent mentions or tight spaces: nav pane

license
Your level of access is determined by the Power BI license associated with your account and the capacity type where content is stored. For example, in shared capacity a user with a Power BI Pro license can collaborate only with users who are also assigned a Pro license. In shared capacity, a free license enables access to only the user’s personal workspace. However, when content is in Premium capacity, users with a Pro license can share that content with users who are assigned a free license.

A license is assigned to a user and can be a free or Pro license. Depending on how the license was acquired, it may be paid or unpaid. The accounts are either: per-user or organizational. Per-user accounts are available as free or Pro. A Power BI free user is either using stand-alone Power BI Desktop or is using Power BI service stand-alone or is using Power BI service within an organization that has a Premium organizational subscription. The Power BI per-user Pro account is a paid monthly subscription that allows for collaboration and sharing of content with other Pro users.

The organizational Premium (also known as Premium capacity) subscription adds a layer of features on top of per-user licenses. For example, free per-user account holders within an organization that has a Premium subscription, are able to do much more with Power BI than free users without Premium. For example, free users in Premium organizational accounts, can collaborate with colleagues and can view content that's hosted on Power BI Premium capacity.

list page or content list
One of the section pages for the elements in the nav pane. For example, Favorites, Recents, My workspace, etc.

M

Measure
A measure is a quantitative (numeric) field that can be used to do calculations. Common calculations are sum, average, and minimum. For example, if our company makes and sells skateboards, our measures might be number of skateboards sold and average profit per year.

Mobile app
Apps that allow you to run Power BI on iOS, Android, and Windows devices.

modeling
[Power BI Desktop] Getting the data you've connected to ready for use in Power BI. This includes creating relationships between tables in multiple data sources, creating measures, and assigning metrics.

My workspace
The workspace for each Power BI customer to use to create content. If they want to bundle anything created here into an app, and they have designer permissions, they upload it to the appropriate workspace or create a new one.

N

native
Included with the product. For example, Power BI comes with a set of native visualization types. But you can also import other types, such as Power BI visuals.

navigation pane or nav pane
The controls along the left edge of the Power BI service.

First instance: navigation pane Subsequent mentions or tight spaces: nav pane

notification
Messages sent by and to the Power BI Notification Center.

Notification Center
The location in the service where messages are delivered to users, such as notice of sunsetting certain features.

O

OneDrive for Business vs OneDrive
OneDrive is a personal account and OneDrive for Business is for work accounts.

On-premises
The term used to distinguish local computing (in which computing resources are located on a customer's own facilities) from cloud computing.

P

PaaS
PaaS stands for platform as a service. For example, Power BI Embedded.

page
Reports have one or more pages. Each tab on the report canvas represents a page.

paginated reports
Paginated reports are designed to be printed or shared. They're called paginated because they're formatted to fit well on a page. They display all the data in a table, even if the table spans multiple pages. They're also called pixel perfect because you can control their report page layout exactly. Power BI Report Builder is the standalone tool for authoring paginated reports.

pbiviz
The file extension for a Power BI custom visual.

pbix
The file extension for a Power BI Desktop file.

permissions
What a user can and can't do in Power BI is based on permissions. As a consumer you won't have the same permissions as a designer, administrator, or developer.

phone report
The name for a Power BI report that's been formatted for viewing on the phone.

phone view
The user interface in the Power BI service for laying out a phone report.

pin, unpin
The action a report designer takes of placing a visual, usually from a report, onto a dashboard.

Power BI, Power BI service, Power BI Desktop, Power BI mobile
Some of the Power BI offerings. Power BI is the general term. It is often used in place of a full product name, such as Power BI service and Power BI mobile, after the first mention of the full product name.

Power BI Desktop
Also referred to as Desktop. The free Windows application of Power BI you can install on your local computer that lets you connect to, transform, and visualize your data. Used by report designers and admins. For more information, see What is Power BI.

Power BI Embedded
A product used by developers to embed Power BI dashboards and reports into their own apps, sites, and tools.

Power BI Premium
An add-on to the Power BI Pro license that enables organizations to predictably scale BI solutions through the purchasing of dedicated hardware. See account.

Power BI Pro
A monthly per-user license that provides the ability to build reports and dashboards, collaborate on shared data, keep data up-to date automatically, audit and govern how data is accessed and used, and the ability to package content to distribute (Power BI apps). See account.

Power BI Report Builder
It is a free, standalone Windows Desktop application used for authoring paginated reports. Used by report designers. For more information see Power BI Report Builder. Power BI Report Builder can be downloaded from the Power BI site.

Power BI Report Server
An on-premises report server with a web portal in which you display and manage reports and KPIs. It allows organizations to build distributed, hybrid BI systems (a mix of cloud and on-premises deployments).

Power BI service
An online SaaS (Software as a service) service. For more information, see What is Power BI.

Premium workspace
A workspace running in dedicated capacity, signified to customers by a diamond icon.

Pro license or Pro account See account.

publish
Power BI service report designers bundle the contents of a Power BI workspace to make it available to others as a Power BI app. Power BI Desktop report designers use publish to refer to sending a Power BI Desktop report in .pbix format to the Power BI service so that they can build dashboards from it and easily share it with others.

Q

Q&A
The ability to type natural language questions about a dataset and get responses in the form of visualizations. Appears in the Power BI service and Desktop.

Q&A virtual analyst
[Power BI Mobile] For iOS, the conversational UI for Q&A.

QR codes
[Power BI Mobile] A matrix barcode that can be generated for dashboards or tiles in the Power BI service to identify products. QR codes can be scanned with a QR code reader, or with the Power BI Mobile app on iOS or Android, to link directly to the dashboard or tile.

query string parameter
Add to a URL to pre-filter the results seen in a Power BI report. In the broadest sense, a query string recovers information from a database.

Quick Insights
Quick Insights refer to automatically generated insights that reveal trends and patterns in data.

R

R, Microsoft R
R is a programming language and software environment for statistical computing and graphics.

Reading View
Read-only view for reports (as opposed to Editing View).

real-time streaming
The ability to stream data and update dashboards in real time from sources such as sensors, social media, usage metrics, and anything else from which time-sensitive data can be collected or transmitted.

Recent
The container in the nav pane that holds all the individual artifacts that were accessed last.

related content
Shows the individual pieces of content that contribute to the current content. For example, for a dashboard, you can see the reports and datasets providing the data and visualizations on the dashboard.

relative links
Links from dashboard tiles to other dashboards and reports that have been shared directly or distributed through a Power BI app. This enables richer dashboards that support drillthrough.

report
A multi-perspective view into a single dataset, with visualizations that represent different findings and insights from that dataset. Can have a single visualization or many, a single page or many pages.

report editor
The report editor is where new reports are created and changes are made to existing reports by report designers.

report measures
Also called custom calculations. Excel calls these calculated fields. See also measures.

responsive visuals
Visuals that change dynamically to display the maximum amount of data and insights, no matter the screen size.

row-level security, RLS
Power BI feature that enables database administrators to control access to rows in a database table based on the characteristics of the user executing a query (for example, group membership).

Administrators can configure RLS for data models imported into Power BI with Power BI Desktop.

S

SaaS
Software as a service (or SaaS) is a way of delivering applications over the internet—as a web-based service. Also referred to as: web-based software, on-demand software, or hosted software.

screenshot
Simple screenshots of a report can be emailed using the send a screenshot feature.

service
See Power BI service A standalone resource available to customers by subscription or license. A service is a product offering delivered exclusively via the cloud.

Settings
The location for Power BI users to manage their own general settings, such as whether to preview new features, set the default language, close their account, etc. Also, users manage individual settings for content assets, alerts, and subscriptions. Represented by a cog icon.

share, sharing
In Power BI, sharing typically means directly sharing an individual artifact (a dashboard or report) with one or more people by using their email address. Requires a Power BI Pro license for sender and recipient. On mobile devices, share can refer to native OS share functionality, such as "annotate and share."

Shared with me
The container in the nav pane that holds all the individual artifacts that were directly shared by another Power BI user.

snapshot
In Power BI, a snapshot is a static image vs. a live image of a tile, dashboard, or report.

SQL Server Analysis Services (SSAS)

SQL Server Reporting Services (SSRS)
A set of on-premises tools and services to create, deploy, and manage report servers and paginated reports.

streaming data
See real-time streaming.

subscriptions, Subscribe
You can subscribe to report pages, apps, and dashboards and receive emails containing a snapshot. Requires a Power BI Pro license.

summarization
[Power BI Desktop] The operation being applied to the values in one column.

T

tiles
Power BI dashboards contain report tiles.

Time series
A time series is a way of displaying time as successive data points. Those data points could be increments such as seconds, hours, months, or years.

U

V

value, values
Numerical data to be visualized.

visual, visualization
A chart. Some visuals are: bar chart, treemap, doughnut chart, map.

Visual interaction
One of the great features of Power BI is the way all visuals on a report page are interconnected. If you select a data point on one of the visuals, all the other visuals on the page that contain that data change, based on that selection.

Visualizations pane
Name for the visualization templates that ship in the shared report canvas for Power BI Desktop and the Power BI service. Contains small templates, also called icons, for each native visualization type.

W

workbook
An Excel workbook to be used as a data source. Workbooks can contain a data model with one or more tables of data loaded into it by using linked tables, Power Query, or Power Pivot.

workspace
Containers for dashboards, reports, and datasets in Power BI. Users can collaborate on the content in any workspace except My workspace. The contents can be bundled into a Power BI app. Those stored in Premium capacity can be shared with Free users. Personal workspaces (under My workspace) can be hosted in Premium capacity.

X

x-axis
The axis along the bottom, the horizontal axis.

Y

y-axis
The axis along the side, the vertical axis.

Z

Next steps

Basic concepts for Power BI service consumer