Quickstart - Getting around in Power BI service

Now that you know the basics of Power BI, let's take a look around Power BI service. As mentioned earlier, someone on your team might spend all of her time in Power BI Desktop, combining data and creating reports for others. But you, on the other hand, might spend all of your time in Power BI service, viewing and interacting with content created by others (consuming experience) or getting data and creating your own reports and dashboards (creating experience). In this quickstart you'll be importing sample data and using that data to learn your way around Power BI service.

Prerequisites

Open Power BI service and get some data

We'll grab some sample data to use for our tour of Power BI service. There are all types of sample data we provide for you to explore, and this time we'll use the data about retail stores.

  1. Open app.powerbi.com and select the link for Samples.

    open Power BI service for the first time

  2. Select Retail Analysis Sample > Connect.

    select the sample

    Power BI service imports the sample and displays the dashboard. Dashboards are something that differentiate Power BI service from Power BI Desktop. The sample also includes a report and a dataset, which we'll visit later.

Watch Amanda take you on a tour of the Power BI service navigation experience. Then follow the step-by-step instructions below the video to explore for yourself.

View content (dashboards, reports, workbooks, datasets, workspaces, apps)

Let's start by looking at how the basic content (dashboards, reports, datasets, workbooks) is organized. Content is displayed within the context of a workspace. At this point, you only have one workspace and it is called My Workspace. My Workspace stores all the content that you own. Think of it as your personal sandbox or work area for your own content. You can share content from My Workspace with colleagues. Within My Workspace, your content is organized into 4 tabs: Dashboards, Reports, Workbooks, and Datasets.

My Workspace screen

Select a workspace from the left navigation pane (left navpane) and the tabs for the associated content (dashboards, reports, workbooks, datasets) fill the Power BI canvas to the right.

If you are a new user, you'll only see one workspace -- My Workspace.

short video of workspace

Within those tabs (aka content views), you'll see information about the content as well as actions you can take with that content. For example, from the Dashboards tab you can open a dashboard, share, delete, search, create new content, sort, and much more.

Dashboards tab

Open the dashboard by selecting the dashboard name.

Dashboards open

Favorite a dashboard and a report

Favorites lets you quickly access content that is most important to you.

  1. With the dashboard open, select Favorite from the upper right corner.

    add favorite

    Favorite changes to Unfavorite and the star icon becomes yellow.

    remove favorite

  2. To display a list of all the content that you have added as favorites, in the left navpane, select the arrow to the right of Favorites. Because the left navpane is a permanent feature of Power BI service, you have access to this list from anywhere in Power BI service.

    favorites flyout

    We have only one favorite so far. Favorites can be dashboards, reports, or apps.

  3. Another way to mark either a dashboard or report as a favorite is from the Dashboards or Reports workspace tab. Open the Reports tab, and select the star icon to the left of the report name.

    mark as favorite

  4. Open the Favorites pane, by selecting Favorites from the left navpane or by selecting the star icon .

    open Favorites screen

    You now have two favorites, one a dashboard and one a report. From here you can open, search, unfavorite, or share content with colleagues.

  5. Select the report name to open it in the report editor.

    open report

To learn more, see Favorites

Locate your most recent content

  1. Similar to Favorites, quickly see your most recently accessed content from anywhere in Power BI service by selecting the arrow next to Recent in the left navpane.

    Recents flyout

    From the flyout, select content to open it.

  2. Sometimes you don't want to open recent content, but want to view information or take other action, such as sharing, running Insights, or exporting to Excel. In cases like thes, open the Recents pane by selecting Recent or its icon from the left navpane. If you had more than one workspace, this list would include content from across all of your workspaces.

    Recents pane

To learn more, see Recents in Power BI

Search and sort content

The content view makes it easier to search, filter and sort your content. To search for a dashboard, report or workbook, type in the search area. Power BI filters to only the content that has your search string as part of the name.

Since you only have one sample, searching and sorting isn't necessary. But when you have long lists of dashboards, reports, workbooks, and datasets, you'll find searching and sorting extremely helpful.

search for a dashboard

You can also sort the content by name or owner.

sort content

To learn more, see Power BI navigation: search, sort, filter

Next steps