Explore the Retail Analysis sample
This tutorial shows you how to:
- Import the Retail Analysis sample content pack, add it to the Power BI service, and open the contents. A content pack is a type of sample where the dataset is bundled with a dashboard and report.
- Open the Retail Analysis sample .pbix file in Power BI Desktop.
If you'd like more background information, see Sample datasets for Power BI. In that article you'll learn all about the samples: how to get them, where to save them, how to use them, and some of the stories each sample can tell.
The samples are available for the Power BI service and Power BI Desktop. We're using the Retail analysis sample, if you want to follow along.
The Retail Analysis sample content pack used in this tutorial consists of a dashboard, report, and dataset. To familiarize yourself with this particular content pack and its scenario, see Retail Analysis sample for Power BI: Take a tour before you begin.
Import the sample in the Power BI service
Open the Power BI service (app.powerbi.com), sign in, and open the workspace where you want to save the sample.
If you don't have a Power BI Pro license, you can save the sample to your My Workspace.
Select Get Data at the bottom of the nav pane.
If you don't see Get Data, expand the nav pane by selecting the following icon at the top of the pane: .
On the Get Data page that appears, select Samples.
Select Retail Analysis Sample, and then choose Connect.
What was imported?
With the sample content packs, when you select Connect, Power BI gets a copy of that content pack and stores it for you in the cloud. Because the person who created the content pack included a dataset, a report, and a dashboard, that's what you get when you select Connect.
When you select Connect, Power BI creates the new dashboard and lists it on your Dashboards tab.
Open the Reports tab. Here, you'll see a new report named Retail Analysis Sample.
Check out the Datasets tab; there's a new dataset there as well.
Explore your new content
Now explore the dashboard, dataset, and report on your own. There are many different ways to navigate to your dashboards, reports, and datasets. One of these ways is described in the following procedure.
Navigate back to the Dashboards tab, and then select the Retail Analysis Sample dashboard to open it.
The dashboard opens, which has a variety of visualization tiles.
Select one of the tiles in the dashboard to open the underlying report. In this example, we'll select the area chart, This Year's Sales, Last Year's Sales by Fiscal Month.
The report opens to the page that contains the area chart you selected; in this case, the District Monthly Sales page of the report.
When someone shares a content pack with colleagues, they typically want to share only the insights, rather than provide direct access to the data. On the Datasets tab, you have several options for exploring your dataset. However, you can't view the rows and columns of your data, as you can in Power BI Desktop or Excel.
One way of exploring the dataset is by creating your own visualizations and reports from scratch. Select the chart icon to open the dataset in report editing mode.
Another way of exploring the dataset is to run quick insights. Select More options (...), and then choose Get quick insights. When the insights are ready, select View insights.
Download the sample in Power BI Desktop
When you first open the sample .pbix file in Power BI Desktop, it displays in Report view where you can explore, create, and modify any number of report pages with visualizations. Report view provides almost the same design experience as a report's Editing view in the Power BI service. You can move visualizations around, copy and paste, merge, and so on.
Unlike editing a report in the Power BI service, in Power BI Desktop you can also work with your queries and model your data to ensure your data supports the best insights in your reports. You can then save your Power BI Desktop file wherever you like, whether it's to your local drive or to the cloud.
Download the Retail Analysis sample .pbix file and open it in Power BI Desktop.
The file opens in Report view. Notice the four tabs at the bottom of the report editor; these tabs represent the four pages in this report. For this example, the New Stores page is currently selected.
For a deep dive into the report editor, see Take a tour of the report editor.
What's in your report?
When you download a sample .pbix file, you've downloaded not just a report but also the underlying dataset. When you open the file, Power BI Desktop loads the data with its associated queries and relationships. You can view the underlying data and relationships, but you can't view the underlying queries in the Query Editor.
Switch to Data view by selecting the table icon .
In Data view, you can inspect, explore, and understand data in your Power BI Desktop model. It's different from how you view tables, columns, and data in the Query Editor. The data in Data view is already loaded into the model.
When you're modeling your data, sometimes you want to see what's actually in the rows and columns of a table, without creating a visual on the report canvas. This is especially true when you're creating measures and calculated columns, or you need to identify a data type or data category.
Switch to Relationships view by selecting the following icon: .
Relationship view shows all of the tables, columns, and relationships in your model. From here you can view, change, and create relationships.
This environment is a safe one to play in, because you can choose not to save your changes. But if you do save them, you can always select Get Data for a new copy of this sample.
We hope this tour has shown how Power BI dashboards, datasets, relationships, and reports can provide insights into sample data. Now it's your turn; connect to your own data. With Power BI, you can connect to a wide variety of data sources. To learn more, see Get started with the Power BI service and Get started with Power BI Desktop.
For more information, see:
- Basic concepts for designers in the Power BI service
- Samples for the Power BI service
- Data sources for Power BI
More questions? Try the Power BI Community