Power BI

Developer in a Day
Lab 01A – June 2022 release

Create Power BI content

© 2022 Microsoft. All rights reserved.

Overview
The estimated time to complete this lab is 15 minutes.

In this lab, you will create a Power BI workspace. You will then open a Power BI Desktop template and
then update a parameter value to enable loading data stored in your course files. You will then explore
the report design before publishing it to the workspace. Finally, you will create a new report in the
Power BI service.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 2

Exercise 1: Create a workspace
In this exercise, you will create a Power BI workspace.

Task 1: Create a workspace

In this task, you will create a Power BI workspace.

1. Switch to the Power BI service (web tab opened in Lab 00A).

2. To create a workspace, in the Navigation pane (located at the left), select Workspaces, and then
select Create a Workspace.

3. In the Create a Workspace pane that opens at the right, in the Workspace Name box, enter
Sales Reports.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 3

4. Select Save.

The content you create in this workspace will be available for embedding in your app.

5. In the web browser URL bar, notice the URL that embeds the workspace ID.

6. With care, copy to the clipboard the unique identifier (GUID) value that follows the URL stem:
https://app.powerbi.com/groups/

7. Paste the value into the MySettings.txt file, besides Workspace ID.

8. Save the MySettings.txt file.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 4

Exercise 2: Publish a report
In this exercise, you will open a Power BI Desktop template, and then update a parameter value to
enable connecting to data stored in your course files. You will then explore the report design before
publishing the report to a Power BI workspace.

Task 1: Open a template file

In this task, you will open a Power BI Desktop template, and update a parameter value to enable
connecting to data stored in your course files.

1. In File Explorer, navigate to the <CourseFolder>\PowerBIDevIAD\Lab01A\Assets folder.

2. To open the Power BI Desktop Template file, double-click the Sales Analysis.pbit file.

The template file will prompt for a parameter value. The parameter is named DataFilePath, and its
value will be used to connect to the data file in your course folder.

3. In the Sales Analysis window, in the DataFilePath box, enter the full file path to the
<CourseFolder>\PowerBIDevIAD\Lab01A\Assets\TailspinToys2021-US.xlsx file.

For convenience, the DataFilePath value can be copied from the

<CourseFolder>\PowerBIDevIAD\Lab01A\Assets\Snippets.txt file.

Important: Be sure to replace <CourseFolder> with your course folder location and that the value
you enter is the correct file path (without surrounding double quotes).

4. Select Load.

5. When the data is loaded, to save a copy of the template, on the File ribbon tab, select Save.

6. In the Save As window, navigate to the <CourseFolder>\PowerBIDevIAD\MySolution folder.

7. In the File Name box, enter Sales Analysis.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 5

8. Select Save.

You’ll embed this report in an app in Lab 04A.

Task 2: Explore the report

In this task, you will explore the report design.

1. Notice the three slicers along the top, allowing the user to filter by year, region, or category.

2. Filter by different years, regions, and categories.

Tip: You can filter by multi-selections of items by pressing the Ctrl key.

3. Reset the slicers to their original state.

4. Notice the three tabs, allowing the user to explore a decomposition tree, map, and trend of time.

5. In the first tab, Sales Decomposition, explore the decomposition tree visual by selecting different
nodes to drill down into related attributes.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 6

6. While pressing the Ctrl key, select the Sales Map tab.

Pressing the Ctrl key is required while designing the report in Power BI Desktop. It’s because
selecting a button results in selecting it so it can be configured. Once published to the Power BI
service, users won’t be required to press the Ctrl key.

7. Hover the cursor over any state in the US map to reveal a custom page tooltip.

8. Select the Sales Trend tab.

9. Review the column chart displaying monthly sales, and also the commentary in the smart narrative
visual.

The smart narrative visualization helps to quickly summarize visuals and reports by providing
relevant out-of-the-box insights that are customizable. For more information, see Create smart
narrative summaries.

10. Select the Sales Decomposition tab.

11. On the File ribbon tab, save the report.

Task 3: Publish the report

In this task, you will publish the report to Power BI.

1. On the Home ribbon tab, from inside the Share group, select Publish.

2. In the Publish to Power BI window, select the Sales Reports workspace.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 7

3. Select Select.

4. When the report has published, select Got It.

5. Leave Power BI Desktop open.

You will configure data permission by using row-level security (RLS) in Lab 06A.

6. Switch to the Power BI service (web browser).

7. In the Navigation pane, expand the Sales Reports workspace to reveal the content.

8. Verify that the workspace contains one dataset and one report.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 8

Exercise 3: Create a report
In this exercise, you will create a new report in the Power BI service.

Task 1: Create a report

In this task, you will create a report.

1. To create a report, in the Navigation pane, select the Sales Analysis dataset, select the ellipsis,
and then select Create a Report.

2. In the report designer, to add a visual, in the Visualizations pane, select the map visual.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 9

3. On the report page, notice the additional of the map visual.

4. Drag the bottom-right corner of the visual to resize it to fill the entire page.

5. In the Fields pane (located at the right), expand the State table.

6. Drag the State fields and drop it into the map visual.

7. Expand the Sales table, and then drag the Sales field into the map visual.

8. Hover the cursor over any state bubble to reveal a tooltip describing its sales.

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9. To save the report, along the top of the report designer, at the very right of the menu bar, select
Save.

10. In the Save Your Report box, enter Sales Map.

11. Select Save.

12. In the navigation pane, notice that your workspace now contains two reports.

You will embed these reports in your app in Lab 04A.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 11

Summary
In this lab, you created a Power BI workspace. You then opened a Power BI Desktop template and
updated a parameter value to enable loading data stored in your course files. You then explored the
report design before publishing it to the workspace. Finally, you created a new report in the Power BI
service.

PowerBIDevIAD: Lab 01A © 2022 Microsoft. All rights reserved. 12

Terms of Use
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