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George Apostolov

John Doe

Mark Dinn

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<h2>Guide</h2>

<ol>
 <li>Inside Microsoft 365's home page, go to the top-left corner and click the 'App Launcher' button.</li>
 <li>After that, find and select 'Power BI' from the available options.</li>
 <li>Finally, you will be redirected to the main page of the Power BI Service.</li>
</ol>

How to Access the Power BI Service

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00d3243f01ed60a4e68b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the report that you want to add a button.</li>
 <li>Click on the 'Insert' tab from the top ribbon.</li>
 <li>Select 'Buttons'.</li>
 <li>Choose a button type from the list.</li>
 <li>Drag the button to your desired location.</li>
 <li>Customize the button using the 'Format' pane.</li>
 <li>That's it! By following these steps, you can easily add a button in Power BI.</li>
</ol>

How to Add a Button in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00da243f01ed60a4e731/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI desktop, go to the 'Home' tab, and select 'Blank report'.</li>
 <li>Select a data source to add data to your report.</li>
 <li>Click 'Load'.</li>
 <li>Click the table icon on the left panel.</li>
 <li>In the top ribbon, click 'New Column'.</li>
 <li>A formula bar appears where you can write your DAX expression. </li>
 <li>Click the check icon to commit and apply the formula.</li>
 <li>Power BI will add the new column to your table. You can now use it in visuals.</li>
</ol>

How to Add Calculated Column in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00db243f01ed60a4e756/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI desktop, go to the 'Home' tab, and select 'Blank report'.</li>
 <li>Select a data source to add data to your report.</li>
 <li>Click 'Load'.</li>
 <li>Click the table icon on the left panel.</li>
 <li>In the top ribbon, click 'New Column'.</li>
 <li>A formula bar appears where you can write your DAX expression. </li>
 <li>Click the check icon to commit and apply the formula.</li>
 <li>The new column will appear in your data table.</li>
</ol>

How to Add Calculated Field in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00f7243f01ed60a4e98b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Launch Power BI and go to the 'Home' tab. Click the 'Get Data' button.</li>
 <li>You’ll see popular options or click 'More...' to browse all available connectors.</li>
 <li>Choose the source you want to connect to. Power BI will prompt you to add a file. Choose the file and click 'Open'.</li>
 <li>Once connected, Power BI shows a preview of the tables or data available.</li>
 <li>Select the data you want, click 'Load' to bring it in.</li>
 <li>Once connected, you can pull the data into Power BI and start building visuals.</li>
</ol>

How to Add a Connection in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a010e243f01ed60a4eb9f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Power BI report.</li>
 <li>Go to the 'Visualizations' pane and click on the three-dot menu.</li>
 <li>It opens the Microsoft AppSource, browse or search for the visual you want.</li>
 <li>Click 'Add'.</li>
 <li>That's it! You have successfully added a custom visual in Power BI.</li>
</ol>

How to Add a Custom Visual in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0113243f01ed60a4ebf3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Make sure you're on the 'Home' tab when you launch it. Click the 'Get Data' button.</li>
 <li>Choose your data source.</li>
 <li>After choosing your source, Power BI will prompt you to add a file. Choose the file and click 'Open'.</li>
 <li>Select the table you want to import and click 'Load'.</li>
 <li>Once connected, you can pull the data into Power BI and start building visuals.</li>
</ol>

How to Add Data Source in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0114243f01ed60a4ec0c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your 'Home' tab, click '+ New report'.</li>
 <li>Import your data quickly by pasting directly or entering it manually.</li>
 <li>Click on the add icon to add a date column.</li>
 <li>Once you have added a date column, start adding dates to your rows.</li>
 <li>Generate powerful visualizations from your project data by clicking 'Auto-create report'.</li>
 <li>Review your AI-generated report with customized visualizations of your project data by clicking 'View report now'.</li>
</ol>

How to Add a Date Column in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0117243f01ed60a4ec4f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI Desktop and go to the 'Report View'.</li>
 <li>From the 'Visualizations' pane, select the 'Slicer' visual.</li>
 <li>Drag the 'Date' field from the Fields pane into the slicer.</li>
 <li>By default, the slicer will display as a 'Date Range' slicer.</li>
 <li>Click on the slicer to select it. Go to the 'Format' tab. </li>
 <li>Under 'Slicer settings', go to 'Selection' and customize the date slicer. </li>
 <li>By following these steps, your date slicer is now ready.</li>
</ol>

How to Add Date Slicer in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a011c243f01ed60a4ecdb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Under the Data pane, click the table that contains the field you want to use.</li>
 <li>Following that, select your preferred field and then drag it to the Drill Through section in the visualizations pane.</li>
 <li>Tap the Filter menu and select one from the given choices.</li>
 <li>Subsequently, tick the checkbox next to the dataset you want to use.</li>
 <li>After completing these steps, a Drill Through will be added to your Power BI report based on your input.</li>
</ol>

How to Add a Drill Through in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a011f243f01ed60a4ed18/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Power BI and load your data. Go to the 'Report View'.</li>
 <li>From the 'Visualizations' pane, select 'Slicer'.</li>
 <li>Drag the desired field from the 'Fields' pane to the slicer.</li>
 <li>Go to the 'Format' settings. </li>
 <li>Under 'Slicer settings', change the slicer type to 'Dropdown'.</li>
 <li>Turn on the 'Multi-select' option.</li>
 <li>Now, your slicer will display as a dropdown list.</li>
</ol>

How to a Add Dropdown in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0142243f01ed60a4effa/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Launch your Power BI Desktop and click 'Load' to load your dataset.</li>
 <li>Once done, select a visual for your data.</li>
 <li>Go to the 'Table' view.</li>
 <li>In the 'Table' view, click the <code>Product Page (URL)</code> column.</li>
 <li>Go to the 'Column tools' tab and click the drop-down arrow for 'Data category'.</li>
 <li>Set 'Data Category' to 'Web URL'.</li>
 <li>After setting the 'Data category, click the save icon to save changes.</li>
 <li>Go to the 'Table' visual to check the clickable links.</li>
</ol>

How to Add a Hyperlink in Power BI

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<h2>Guide</h2>

<ol>
 <li>Open your Power BI report in Power BI Desktop.</li>
 <li>Go to the 'Insert' tab in the top menu.</li>
 <li>Click on 'Image'.</li>
 <li>The image will appear on your report canvas. You can drag, resize, and position it where you want.</li>
</ol>

How to Add Logo in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0156243f01ed60a4f192/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Power BI Desktop. Go to the 'Visualizations' pane.</li>
 <li>In the 'Visualizations' pane, click the 'Map' icon.</li>
 <li>A blank map visual appears on the report canvas.</li>
 <li>Drag fields to the appropriate buckets.</li>
 <li>That's it! You have successfully added a map in Power BI.</li>
</ol>

How to Add a Map in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a016d243f01ed60a4f34e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select the visual and go to the 'Format visual'.</li>
 <li>Select 'General'.</li>
 <li>Under 'General', click 'Data format'.</li>
 <li>Choose a column to apply the settings.</li>
 <li>Under the 'Format options', click 'Percentage' to add a percentage in Power BI.</li>
 <li>That's it! You have successfully shown the percentage in Power BI.</li>
</ol>

How to Add Percentage in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0175243f01ed60a4f412/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI Desktop and click 'Blank report'. </li>
 <li>On the top ribbon, click the 'Insert' tab.</li>
 <li>Then, click 'Image' to add a picture.</li>
 <li>Browse and select the picture from your computer. The picture will appear on the report canvas. Resize or move it as needed.</li>
 <li>Click 'File' to save. </li>
 <li>Provide a name for your file, and you have successfully added a picture to Power BI.</li>
</ol>

How to Add a Picture in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a017b243f01ed60a4f43a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Let's start by clicking the Windows search bar in the taskbar.</li>
 <li>Type 'Power BI Desktop' into the search field to locate the application.</li>
 <li>Click the arrow icon to open options. </li>
 <li>Choose 'Pin to taskbar'.</li>
 <li>Now, you can launch Power BI with one click.</li>
</ol>

How to Add a Power BI Shortcut to the Screen

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<h2>Guide</h2>

<ol>
 <li>Launch the application on your computer. Go to the 'Home' tab and select 'Get Data'.</li>
 <li>Select a data source for your report.</li>
 <li>After connecting, you will see a preview of your data. Select 'Load' to import the data directly.</li>
 <li>Go to the report view indicated by a chart icon on the left sidebar.</li>
 <li>Select visualizations from the 'Visualizations' pane.</li>
 <li>Drag and drop fields from the 'Data' pane to build charts, graphs, and tables.</li>
</ol>

How to Add a Report in Power BI

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<h2>Guide</h2>

<ol>
 <li>To add a report, click on 'My Workspace'.</li>
 <li>Select 'Import'.</li>
 <li>Select the type of analytics content you want to create from your data sources.</li>
 <li>Select 'From this computer'.</li>
 <li>A notification pops up once the data has been uploaded.</li>
 <li>That's it! You have successfully added a report in Power BI.</li>
</ol>

How to Add a Report to Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01a2243f01ed60a4f74c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To get started, head over to the right-hand corner and click 'Visualizations'.</li>
 <li>Under the Build Visual tab, find and select 'Slicer'.</li>
 <li>After that, click the 'Data' pane to proceed further.</li>
 <li>Tick the checkbox beside the fields you want to use.</li>
 <li>Subsequently, grab the Slicer visual and then drag it to your desired position.</li>
 <li>After completing these steps, a Slicer visual will be added to your Power BI report.</li>
</ol>

How to Add a Slicer in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01b2243f01ed60a4f8a0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Launch your Power BI Desktop and click 'Blank report'.</li>
 <li>Select a data source to add to your report.</li>
 <li>On the right, in the 'Visualizations' pane, click the 'Table' icon.</li>
 <li>Check the boxes next to the fields you want to show in the table.</li>
 <li>Once satisfied, click the save icon to save changes.</li>
</ol>

How to Add a Table in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01c1243f01ed60a4f9cb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In the 'Visualizations' pane, click the 'Format' button to open the 'Format' pane.</li>
 <li>In the 'Format' pane, switch to 'General'.</li>
 <li>Switch the 'Title' toggle to 'On'.</li>
 <li>In the title 'Text' box, you can enter the desired title for your visual.</li>
 <li>Customize the title based on your needs.</li>
 <li>By adding a title, it will add a clear and customized title to your visual, making it easier for users to understand what data is being represented.</li>
</ol>

How to Add a Title to a Visual in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01c2243f01ed60a4f9e8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the page where you want to create a tooltip and click the button.</li>
 <li>With the button selected, click the 'Format button'.</li>
 <li>Click 'Action'.</li>
 <li>Look for the 'Tooltip' option and turn it 'ON'.</li>
 <li>Set the 'Format style' and field. </li>
 <li>Once done, click 'OK'.</li>
 <li>Now, when you hover over the button, the custom tooltip will be added in Power BI.</li>
</ol>

How to Add Tooltip in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a021d243f01ed60a500bf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI Desktop and click 'Blank report'. </li>
 <li>Go to the 'Report' view and select the 'Insert' tab from the top ribbon.</li>
 <li>Click on 'Image'.</li>
 <li>Browse and select the image from your computer. The image will appear on the report canvas. Resize or move it as needed.</li>
 <li>Click 'File' to save. </li>
 <li>Provide a name for your file, and you have successfully added an image to Power BI.</li>
</ol>

How to Add an Image in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2cf4a98365d0865704c6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the visual you want to change.</li>
 <li>In the 'Visualizations' pane on the right, go to the 'Format' section.</li>
 <li>Navigate to the 'Visual' section and select 'Column headers'.</li>
 <li>Pick your color manually.</li>
 <li>That's it! You have successfully added colors in Power BI.</li>
</ol>

How to Add Colors in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d03a98365d086570633/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside Power BI's data model, click the formula bar and type two dashes (--) into the line where you wish to add a comment.</li>
 <li>After that, type your comment.</li>
 <li>Click the 'Commit' button afterwards to apply the changes.</li>
 <li>After completing these steps, your comments will be added to the DAX code in your Power BI report.</li>
</ol>

How to Add Comments to Power BI DAX Codes

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d2857f8f6cdddddd2f2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Power BI Desktop and select your visual.</li>
 <li>Go to the 'Modeling' tab.</li>
 <li>Select 'Quick Measure'.</li>
 <li>Select a calculation.</li>
 <li>Add the 'Base Value' and 'Category'.</li>
 <li>Click 'Add' to apply changes.</li>
 <li>A new measure appears that counts the number of entries.</li>
</ol>

How to Add Count in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d4457f8f6cdddddd547/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Launch the application on your computer. Go to the 'Home' tab and select 'Get Data'.</li>
 <li>Select a data source.</li>
 <li>After connecting, you will see a preview of your data. Select 'Load' to import the data directly.</li>
 <li>Once data is loaded, it will appear in the data view and can be used in reports.</li>
</ol>

How to Add Data in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d4557f8f6cdddddd55f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select your visual in Power BI.</li>
 <li>Go to the 'Visualizations' pane.</li>
 <li>In the 'Visualizations' pane, select 'Format visual'.</li>
 <li>Scroll down or search for 'Data labels'. Toggle the switch 'On'.</li>
 <li>Once turned on, you can customize the position and density.</li>
 <li>By following these steps, you can add data labels in Power BI. </li>
</ol>

How to Add Data Labels in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d4657f8f6cdddddd57c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Make sure you’re on the 'Home' tab. Click the 'Get Data' button on the top left.</li>
 <li>Choose your data source.</li>
 <li>Select a file from your computer and click 'Open'.</li>
 <li>Select the table you want to import and click 'Load'.</li>
 <li>Go to the 'visualizations' pane.</li>
 <li>Select a visual.</li>
 <li>Once loaded, you can drag the fields and see your dataset in.</li>
</ol>

How to Add Dataset in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d96d673bd5aa8e5f41f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your desired report where you want to add a drill-down.</li>
 <li>Go to the 'Data' pane and enable the 'Date Hierarchy'.</li>
 <li>Click on the 'Visualizations' pane. </li>
 <li>Choose a visual that supports drill down.</li>
 <li>Click the visual. In the top-right corner of the visual, you'll see 4 drill options. Select the 'Drill Down' option with a forked arrow down symbol.</li>
 <li>That's it! You have successfully activated the drill-down in Power BI.</li>
</ol>

How to Add Drill-Down in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dc3d673bd5aa8e5f7e0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI report.</li>
 <li>Click on the visual you want to filter.</li>
 <li>Go to the 'Filters' pane on the right.</li>
 <li>Under level filters, drag in the field you want to filter by.</li>
 <li>Choose the filtering options.</li>
 <li>That's it! Following these steps, you can easily add a filter in Power BI.</li>
</ol>

How to Add Filter in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dc4d673bd5aa8e5f7fc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Let's start by opening your Power BI report where you'd like to add filters.</li>
 <li>Select the visual you want apply filters to by clicking on it once.</li>
 <li>Look for the 'Filters' pane on the right side of your screen - this is where the magic happens.</li>
 <li>Now, drag the field you want to filter by from the 'Data' pane into the appropriate filter section.</li>
 <li>Click the field you just added and select your filtering criteria - you can choose basic or advanced filtering options depending on your needs.</li>
 <li>You've done it! Your filter is now applied. Remember you can add multiple filters and adjust them anytime as your data exploration needs change.</li>
</ol>

How to Add Filter Visual in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2dd2d673bd5aa8e5f95c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In Power BI Desktop, click on the 'Table view'.</li>
 <li>Select 'New Measure'.</li>
 <li>Write your DAX formula in the empty field.</li>
 <li>Click on the check icon to apply and commit the expression.</li>
 <li>Press 'Enter' and your measure is ready.</li>
</ol>

How to Add Formulas in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2df0d673bd5aa8e5fbb3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI desktop and navigate to your report. </li>
 <li>Select the table visual.</li>
 <li>Go to the 'Visualizations' pane and click the 'Format' icon.</li>
 <li>Select the 'Totals' section.</li>
 <li>Toggle on the values option to enable the total.</li>
 <li>Once enabled, it will show the total by default for numeric columns.</li>
</ol>

How to Add Grand Total in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2df0d673bd5aa8e5fbca/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI report.</li>
 <li>Go to the 'Visualizations' pane.</li>
 <li>Click on the 'Bar chart' icon to add a graph.</li>
 <li>In the 'Fields' pane, drag and drop fields.</li>
 <li>By following these steps, you can add a graph in Power BI.</li>
</ol>

How to Add Graph in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e19d673bd5aa8e5ffa1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI Desktop and click 'Blank report' to get started with a fresh canvas. </li>
 <li>Navigate to the 'Report' view and select the 'Insert' tab from the top ribbon menu.</li>
 <li>Click on 'Image' in the ribbon to add a visual element to your report.</li>
 <li>Browse and select the image from your computer. Once added, you can drag the image around or resize it by pulling the corners.</li>
 <li>Click 'File' to save your work before you celebrate your design skills. </li>
 <li>Give your masterpiece a name, you've successfully added an image to your Power BI report.</li>
</ol>

How to Add Images to Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e64d673bd5aa8e604fa/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to 'Home' and click 'Get Data'.</li>
 <li>Choose your data source.</li>
 <li>When the 'Navigator' window appears, check the boxes for all the tables you want to import.</li>
 <li>Click 'Load' to bring them into Power BI.</li>
 <li>Once you’ve imported multiple tables, it will appear on the 'Data' pane.</li>
 <li>That's it! You have successfully added multiple tables in Power BI. </li>
</ol>

How to Add Multiple Tables in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e6ed673bd5aa8e6058b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top menu bar and click 'Buttons'.</li>
 <li>After that, hover your mouse cursor over the 'Navigator' option and then choose the navigator you wish to add.</li>
 <li>Grab the navigator and move it to your desired position. At the same time, you may also resize the button by simply dragging the resize handles around its corner.</li>
 <li>After completing these steps, the selected navigation button will be added to your Power BI report.</li>
</ol>

How to Add Navigation Buttons in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e85d673bd5aa8e6075d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the page where you want to add the navigation button.</li>
 <li>Click on 'Insert'.</li>
 <li>Select 'Buttons'. </li>
 <li>Then, choose a style from the list. </li>
 <li>Resize and place the button where you want.</li>
 <li>With the button selected, go to the 'Format button'. </li>
 <li>Select 'Action' and turn 'Action' to 'On'.</li>
 <li>Set 'Type' to 'Page navigation'.</li>
 <li>Set the 'Destination' to the page you want the button to navigate to.</li>
 <li>That's it! You have now added page navigation in Power BI. </li>
</ol>

How to Add Page Navigation in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2eb8d673bd5aa8e60c29/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Start by navigating to the 'Modeling' tab in the Power BI Desktop ribbon. This is where all security-related options are located.</li>
 <li>Now, select 'Manage Roles' to begin setting up your Row-Level Security. This opens the management interface for creating and editing security roles.</li>
 <li>In the Manage Roles dialog box, click the '+ New' button to create a security role.</li>
 <li>Give your role a descriptive name that indicates its purpose.</li>
 <li>Select the table that contains the data you want to filter. This will be the table where your row-level security rules will be applied.</li>
 <li>Click 'Switch to DAX editor' to create more advanced filtering conditions using DAX expressions. This gives you precise control over which rows users can access.</li>
 <li>Enter your DAX filter expression.</li>
 <li>Click 'Save' to apply your RLS role configuration to the model. This finalizes your security definition and makes it ready for testing.</li>
 <li>Great job! Your Row-Level Security is now implemented. Remember to test it using 'View As' to ensure different roles see only their permitted data.</li>
</ol>

How to Add Row-Level Security in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ef1d673bd5aa8e610e3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select your data and go to the 'Visualizations' pane. Select the 'Matrix' chart.</li>
 <li>Go to the 'Format' pane.</li>
 <li>Turn 'Column Subtotals' ON.</li>
 <li>Turn 'Row Subtotals' ON.</li>
 <li>Power BI automatically adds subtotals for the Row and Column groups.</li>
</ol>

How to Add Subtotal in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f0cd673bd5aa8e6133a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Home' tab, select '+ New report'.</li>
 <li>Choose to manually enter data for this demo - it's a quick way to see how text elements work in Power BI.</li>
 <li>Click 'Create a blank report'. This is where we'll add both visualizations and explanatory text.</li>
 <li>Click 'Create' and confirm your data source to open the report designer workspace.</li>
 <li>Select 'Text box' from the visualization pane to add descriptive text alongside your data visuals.</li>
 <li>Drag and position your text box where it makes sense - headers work well at the top, while explanatory notes can go beside charts.</li>
 <li>Type your text and use the formatting options to adjust font, size, and alignment to match your report's style.</li>
 <li>Your text is now integrated into your Power BI report.</li>
</ol>

How to Add Text to Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f0cd673bd5aa8e61356/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your report in Power BI Desktop and select your visual.</li>
 <li>Go to 'Modeling'.</li>
 <li>Select 'New measure'.</li>
 <li>Enter the DAX code to create for today's date.</li>
 <li>Click the check icon to commit and apply the DAX code. </li>
 <li>Following these steps gives you today’s date.</li>
</ol>

How to Add Current Date in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f22d673bd5aa8e6149a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Let's start by opening the 'Visualizations' pane on the right side of your Power BI workspace.</li>
 <li>Look for the 'Slicer' visualization icon and click it to add a new slicer to your report.</li>
 <li>Drag your <code>Date</code> field from the Fields list into this slicer. Power BI will automatically recognize it as a time field.</li>
 <li>With the slicer selected, click the 'Format' icon (the paint roller) to access visual customization options.</li>
 <li>In the Format pane, find and expand the 'Slicer settings' section where we'll transform this into a timeline.</li>
 <li>Under the slicer type options, click the dropdown and select 'Timeline' instead of the default 'Dropdown' option.</li>
 <li>That's it! You now have an interactive timeline in your Power BI report. You can adjust the date range by dragging the sliders or selecting specific time periods.</li>
</ol>

How to Add Timeline in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f23d673bd5aa8e614d6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI desktop and load the report you want to add totals to.</li>
 <li>Click on the table visual that needs totals.</li>
 <li>In the 'Visualizations' pane on the right, click on the 'Format' icon (paint roller) to access the formatting options.</li>
 <li>Scroll down in the formatting menu until you find the 'Totals' section and click to expand it.</li>
 <li>Toggle the 'On' switch for 'Totals' to enable sum calculations. </li>
 <li>You'll now see totals appear at the bottom of your numeric columns. You can further customize how they display in the formatting options.</li>
</ol>

How to Add Total in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f35d673bd5aa8e61603/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the report and click on it.</li>
 <li>Click 'Share', usually a button at the top.</li>
 <li>Enter the user's email addresses.</li>
 <li>Add a message if you want, and hit 'Send'.</li>
 <li>Following these steps can help you add users in Power BI.</li>
</ol>

How to Add Users in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f4ed673bd5aa8e61785/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Launch Power BI Desktop and click on the 'Blank report'.</li>
 <li>Make sure your dataset is already loaded.</li>
 <li>Navigate to the 'Visualizations' pane.</li>
 <li>Select your visual to visualize your data.</li>
 <li>Go to the 'Data' pane. </li>
 <li>Drag fields from your data model to the report canvas to create visualizations.</li>
 <li>With these steps, you should be able to add visuals to your Power BI data.</li>
</ol>

How to Add Visual in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f4fd673bd5aa8e617a5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Launch Power BI Desktop and click on the 'Blank report'.</li>
 <li>Make sure your dataset is already loaded.</li>
 <li>Navigate to the 'Visualizations' pane.</li>
 <li>Select your visual to visualize your data.</li>
 <li>Go to the 'Data' pane. </li>
 <li>Drag fields from your data model to the report canvas to create visualizations.</li>
 <li>With these steps, you should be able to add visuals to your Power BI data.</li>
</ol>

How to Add Visualization in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f53d673bd5aa8e61884/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI desktop and navigate to the report you want to add date filtering to.</li>
 <li>In the 'Visualizations' pane on the right side, look for and click on the 'Slicer' visual icon.</li>
 <li>Find your 'Date' field in the 'Fields' pane and drag it into the empty slicer you just created.</li>
 <li>Select the 'Date' field and click 'Year'.</li>
 <li>You can now add a year filter in Power BI by following these steps.</li>
</ol>

How to Add Year Filters to Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f5ed673bd5aa8e61a03/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to your workspace. Find the dataset you want and click on it.</li>
 <li>Customize your dashboard by accessing the 'Edit' options.</li>
 <li>Click the three-dot menu next to the dataset. </li>
 <li>Click 'Analyze in Excel'.</li>
 <li>Your Excel file is being generated for seamless data integration.</li>
 <li>Your analysis file has been downloaded. Open it in Excel to continue your data exploration.</li>
</ol>

How to Analyze Data with Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f71d673bd5aa8e61afe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the table visual where you want to apply conditional formatting.</li>
 <li>Go to the 'Visualization' pane.</li>
 <li>Click the 'Format' option.</li>
 <li>In the Fields pane, hover over the 'Column headers'.</li>
 <li>Customize the font and size. </li>
 <li>Select the font color.</li>
 <li>Color the cell background based on the value.</li>
 <li>Choose the alignment.</li>
 <li>Go to the 'Cell elements' tab.</li>
 <li>You can apply the types of conditional formatting through background, data bars, and font color.</li>
 <li>Click on the slider to enable the settings.</li>
</ol>

How to Apply Conditional Formatting in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f71d673bd5aa8e61b15/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Upload your data into the report.</li>
 <li>Select a visual to filter context row by row and column by column.</li>
 <li>If you put a visual on a report page, the measure inside the visual will automatically calculate within that filter context.</li>
</ol>

How to Apply Filter Context in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f9ad673bd5aa8e61eef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI desktop and navigate to the report you want to refresh.</li>
 <li>Click 'Refresh' from the 'Home' tab.</li>
 <li>This works only while the file is open and running. That's it! Automatically refreshing your Power BI data ensures your dashboards always show the latest data.</li>
</ol>

How to Auto Refresh Data in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fafd673bd5aa8e622f8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the report or dashboard in Power BI Service.</li>
 <li>In the top menu bar, click on the 'Subscribe' menu.</li>
 <li>Click 'Create a subscription' to initiate a new workflow to define how and when your report will be delivered.</li>
 <li>Name your subscription.</li>
 <li>Set up who should get the email, how often, and at what time.</li>
 <li>Review subscription details to ensure everything is configured correctly and click 'Save'.</li>
 <li>Success! Your Power BI report will now be automatically delivered according to your schedule.</li>
</ol>

How to Automate Power BI Reports

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fbad673bd5aa8e62464/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI desktop and navigate to the report you want to refresh.</li>
 <li>Click 'Refresh' from the 'Home' tab.</li>
 <li>This works only while the file is open and running. That's it! Automatically refreshing your Power BI report ensures your dashboards always show the latest data.</li>
</ol>

How to Automatically Refresh Power BI Report

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a300ad673bd5aa8e6298b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and click 'Create'.</li>
 <li>After that, select your preferred type of automation flow.</li>
 <li>Come up with a unique flow name, then enter it into the provided input field.</li>
 <li>Subsequently, search for 'Planner' and tick the check mark beside the related trigger you want to use.</li>
 <li>Once done, click 'Create' to proceed.</li>
 <li>Tap the Planner trigger tab to configure the parameters according to your liking.</li>
 <li>Following that, provide the necessary information. In this case, specify the Microsoft Planner group and plan you want to use. Simply tap their respective drop-down menus and choose one from the given options.</li>
 <li>Click the 'Add' icon afterwards to set up the corresponding action you want to implement.</li>
 <li>Next, search for 'Create File' and then select the corresponding option from the recommended matches under SharePoint.</li>
 <li>Provide the required details to set up the action accordingly. In this case, specify the Site Address, Folder Path, File Name, and File Content. As for the file name, use the JSON extension to copy data more easily.</li>
 <li>Once done, tap 'Save' to proceed.</li>
 <li>After completing these steps, you can now test and enable this automation. Once activated, it will allow you to bring in data from Microsoft Planner to Power BI. Simply download the JSON file from SharePoint and import it into your Power BI workspace, along with its corresponding file path.</li>
</ol>

How to Bring In Microsoft Planner Data to Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a301ad673bd5aa8e62ab4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Power BI workspace. </li>
 <li>Click the '+ New item' button in the top-right corner.</li>
 <li>Select 'Dashboard' from the dropdown menu to create a space where you'll organize key insights.</li>
 <li>Enter a clear, descriptive name for your dashboard that reflects its purpose and content.</li>
 <li>Hit 'Create' to generate your dashboard canvas. This is where the magic will happen!</li>
 <li>You're all set! Now, you can add visualizations by pinning them from reports or creating new ones directly on your dashboard.</li>
</ol>

How to Build a Power BI Dashboard

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3052d673bd5aa8e62f2b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your report and go to the 'Modeling' tab.</li>
 <li>Click 'New measure'.</li>
 <li>Enter the DAX formula to calculate the percentage. </li>
 <li>Click the check icon to apply and commit the formula.</li>
</ol>

How to Calculate Percentage in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30a2d673bd5aa8e635d2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select the visual you want to change.</li>
 <li>Go to the 'Visualizations' pane on the right.</li>
 <li>Simply click on a different visual icon.</li>
 <li>Power BI will instantly update the visual type using the same data fields.</li>
</ol>

How to Change a Visual in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30b6d673bd5aa8e6372e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on a blank area of the report canvas.</li>
 <li>In the 'Visualizations' pane, click the 'Format' icon.</li>
 <li>Select the 'Canvas background' option.</li>
 <li>Under 'Canvas Background', go to the 'Color' section and choose your color.</li>
 <li>Adjust transparency by dragging the slider.</li>
 <li>That's it! You have successfully changed the background of the entire report page.</li>
</ol>

How to Change Background Color in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30c5d673bd5aa8e638a8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI Desktop and click on your report.</li>
 <li>Select the visual.</li>
 <li>Go to the 'Table' view.</li>
 <li>In the 'Table' view, select a column.</li>
 <li>Navigate to the 'Data category' and click on the arrow.</li>
 <li>To change a category, select from the options.</li>
 <li>Click on the save icon to apply changes.</li>
</ol>

How to Change Category Label in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30ced673bd5aa8e638e1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select your visual and go to the 'Visualizations' pane.</li>
 <li>Go to the 'Format' pane.</li>
 <li>Select the 'Visual' section.</li>
 <li>Select 'Column headers'.</li>
 <li>Pick a new color for each category that you want to change.</li>
 <li>Make your visual stand out and match your theme by customizing each category.</li>
 <li>Go to 'Apply settings to' and enable the change in font colors and background.</li>
 <li>That's it! You have successfully changed colors in Power BI.</li>
</ol>

How to Change Color in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30ddd673bd5aa8e639dc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Let's start by opening Power BI Desktop and loading a report with the data source you want to change.</li>
 <li>Now, click the ‘Transform Data’ button in the Home tab to open the Power Query Editor, where we can modify our data connections.</li>
 <li>Find and click ' Data source settings ' in the Power Query Editor ribbon.</li>
 <li>In the Data Source settings window that pops up, select the data source you want to modify, then click the 'Change Source' button.</li>
 <li>Enter your new connection details depending on your source type.</li>
 <li>Click 'OK' to save your changes, then 'Close' to exit the settings window. Your report is now connected to the new data source.</li>
</ol>

How to Change Data Source in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30ded673bd5aa8e63a12/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the visual table.</li>
 <li>Click 'Transform Data' to open Power Query Editor.</li>
 <li>In the table preview, find the column whose data type you want to change.</li>
 <li>Click the small data type icon in the column header. Select the desired data type.</li>
 <li>After you're done, click 'Close &amp; Apply'.</li>
</ol>

How to Change Data Type in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a30e4d673bd5aa8e63a5d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI Desktop and navigate to your report.</li>
 <li>Select the visual.</li>
 <li>Go to the 'Visualizations' pane.</li>
 <li>In the 'Visualizations' pane, go to the 'Format' option.</li>
 <li>Go to the 'General' tab.</li>
 <li>Under the 'General' tab, select 'Data format'.</li>
 <li>Go to the 'Format options' and click on the arrow.</li>
 <li>Choose one of the built-in date formats.</li>
 <li>Following these steps changes the default appearance wherever that field is used.</li>
</ol>

How to Change Date Format in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3100d673bd5aa8e63d6b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the visual you want to edit.</li>
 <li>Go to the 'Format' option found in the 'Visualizations' pane.</li>
 <li>Select 'Values' from the list.</li>
 <li>Under the 'Font' section, choose your font and click on it.</li>
 <li>You have successfully changed the font in Power BI.</li>
</ol>

How to Change Font in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3102d673bd5aa8e63dab/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click the visual you want to edit.</li>
 <li>Go to the 'Format' option found in the 'Visualizations' pane.</li>
 <li>Select 'Values' from the list.</li>
 <li>Under the 'Values' section, go to the font size next to the font.</li>
 <li>Adjust the font size slider or enter a specific value.</li>
 <li>That's it! You have successfully changed the font size for better readability.</li>
</ol>

How to Change Font Size in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a312ad673bd5aa8e640aa/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Data' pane.</li>
 <li>Click on the three-dot menu next to the table.</li>
 <li>From the menu, select 'Expand all'.</li>
 <li>Select a field and click on the three-dot menu next to the field.</li>
 <li>Select 'Rename'.</li>
 <li>Enter your custom legend label.</li>
 <li>Following these steps updates the name everywhere the field is used unless it's been overridden elsewhere.</li>
</ol>

How to Change Legend Text in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a320dab56e05a00fd58f0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the visual table.</li>
 <li>Click the 'Format' icon on the 'Visualizations' pane.</li>
 <li>Go to the 'General' tab.</li>
 <li>Select 'Data format'.</li>
 <li>Choose a format for your number based on your needs.</li>
 <li>That's it! You have successfully changed the number format in Power BI.</li>
</ol>

How to Change Number Format in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a330fab56e05a00fd6f9a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Transform data' from the 'Home' tab. </li>
 <li>In the Power Query Editor, click 'Add Column'.</li>
 <li>Choose 'Custom Column'.</li>
 <li>Add the custom column formula in the empty field.</li>
 <li>Click 'OK' to apply the formula.</li>
 <li>Following these steps, filter rows where the date is greater than today.</li>
 <li>Click the 'File' menu and select 'Close &amp; Apply'.</li>
</ol>

How to Compare Dates in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3311ab56e05a00fd6fe3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Home' tab, select 'Transform data'. </li>
 <li>Compare months in Power Query and click 'Add Column'.</li>
 <li>Select 'Custom Column'.</li>
 <li>Type the custom column formula in the empty field.</li>
 <li>Click 'OK' to save changes.</li>
</ol>

How to Compare Months in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3314ab56e05a00fd7034/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your report and go to the 'Modeling' tab.</li>
 <li>Select 'New measure' to compare two measures.</li>
 <li>When you have two measures, use this to enter the DAX formula.</li>
 <li>Click on the check icon to commit and apply the changes.</li>
 <li>Once you’ve created the comparison measure, you can save and share the data with your team.</li>
</ol>

How to Compare Two Measures in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a332cab56e05a00fd726e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the sheet you want to connect, head over to the top menu bar and click 'File'.</li>
 <li>After that, hover your mouse cursor over the 'Export' option and select 'Export to Microsoft Excel'.</li>
 <li>On the main dashboard of Power BI, navigate to the left-side panel and click 'Create'.</li>
 <li>Find and select 'Excel (Preview)'.</li>
 <li>Subsequently, tick the radio button beside 'Upload File'.</li>
 <li>Tap 'Browse' and then choose the Smartsheet document exported as an Excel file.</li>
 <li>Following that, tap 'Next' to proceed.</li>
 <li>Choose the Smartsheet data you want to use, then tap 'Create'.</li>
 <li>After completing these steps, the selected Smartsheet document will be connected to Power BI.</li>
</ol>

How to Connect a Smartsheet Document to Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a33e6ab56e05a00fd84d9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your settings by clicking the gear icon.</li>
 <li>Select 'Apps'.</li>
 <li>Search for 'Power Bi' in the search bar and click on it. </li>
 <li>Click 'Try it free'.</li>
 <li>Click 'Start free trial'.</li>
 <li>A notification pops up once the Power Bi has been successfully installed.</li>
 <li>Once you have connected Jira to Power Bi you can now start creating your data sources.</li>
</ol>

How to Connect Jira to Power Bi

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3447ab56e05a00fd8d29/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Power BI's main dashboard, head over to the left-side panel and click 'Create'.</li>
 <li>Choose 'Excel' from the list of options.</li>
 <li>After that, enter the file path of your SharePoint Excel file into the provided input field.</li>
 <li>Subsequently, configure the Connection Credentials based on your preferences.</li>
 <li>Finally, tap 'Next' to enable the connection and use the selected SharePoint Excel file as the data source for your Power BI's report output.</li>
</ol>

How to Connect Power BI to a SharePoint Excel File

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3447ab56e05a00fd8d3c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the main dashboard of your SharePoint site, head over to the left-side panel and select the list you wish to integrate.</li>
 <li>After that, go to the top menu bar and tap 'Integrate'.</li>
 <li>Choose 'Power BI' from the list of options.</li>
 <li>Finally, tap 'Visualize the List'. Log into your Microsoft account with Power BI access and start creating a visual representation of the selected SharePoint list. You may transform it into charts, graphs, maps, or scatter plots.</li>
</ol>

How to Connect Power BI to a SharePoint List

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a353dab56e05a00fd9a43/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI Desktop and navigate to your report. </li>
 <li>Go to the 'Home' tab and select 'SQL Server'.</li>
 <li>Enter the server and database information.</li>
 <li>Click 'OK' to connect to SQL Server.</li>
</ol>

How to Connect to SQL Server in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3601ab56e05a00fda879/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your desired report to create a bar chart.</li>
 <li>Once you have opened the data dashboard, click 'Edit'.</li>
 <li>Go to 'visualizations'. </li>
 <li>Select your preferred visualization type to represent your data effectively. Click 'Stacked bar chart'.</li>
 <li>Refine your visualization parameters for optimal data representation.</li>
 <li>Select or drag fields to populate your bar chart.</li>
 <li>Adjust your visualization size and position for optimal dashboard layout.</li>
 <li>By following these steps, you can easily create a bar chart in Power BI.</li>
</ol>

How to Create a Bar Chart in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a361dab56e05a00fdaa42/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI Desktop report. Set up the view you want to capture</li>
 <li>Go to the 'View' tab.</li>
 <li>Select 'Bookmarks'.</li>
 <li>Open the 'Bookmarks' pane and click 'Add'. It will create a new bookmark.</li>
 <li>That's it! It captures the exact state of the report at that moment.</li>
</ol>

How to Create Bookmark in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3630ab56e05a00fdac73/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Power BI Desktop. Go to the 'Table' view.</li>
 <li>Click 'New Table'.</li>
 <li>Write your DAX (Data Analysis Expressions) formula in the empty field.</li>
 <li>Click on the check icon to apply and commit the expression.</li>
 <li>Creates a new table that's been calculated.</li>
</ol>

How to Create Calculated Table in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3669ab56e05a00fdb081/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the 'Home' tab and click 'Enter Data'.</li>
 <li>Enter column names and values in the grid.</li>
 <li>Click the add icon to insert a new column.</li>
 <li>Add a name to your table.</li>
 <li>Click 'Load'.</li>
</ol>

How to Create a Column in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3699ab56e05a00fdb5ed/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to 'Home' tab and click 'Blank report'.</li>
 <li>Select 'Paste data into a blank table'.</li>
 <li>Enter the data manually to create a custom table.</li>
 <li>Add a title to your table.</li>
 <li>Click 'Load'.</li>
 <li>Power BI will create a new table from the data.</li>
</ol>

How to Create Custom Table in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3699ab56e05a00fdb605/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Access dashboard customization tools through the 'Edit' option.</li>
 <li>Select 'Dashboard theme' to personalize the visual appearance of your reports.</li>
 <li>Choose 'Upload JSON theme' to implement custom branding elements.</li>
 <li>Modify background color for improved readability and brand consistency.</li>
 <li>Access the 'Save' options to confirm your changes.</li>
</ol>

How to Create a Custom Theme in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36b7ab56e05a00fdba2d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to 'Options and settings'.</li>
 <li>Select 'Options'.</li>
 <li>Navigate to the 'Current file' section and select 'Data load'.</li>
 <li>Go to the 'Time intelligence' option and make sure 'Auto Date/Time' is enabled in the options.</li>
 <li>Click 'OK' to proceed.</li>
 <li>That's it! You have now created a date hierarchy in Power BI.</li>
</ol>

How to Create a Date Hierarchy in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36b9ab56e05a00fdba56/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select a data source to start with.</li>
 <li>Go to the 'Modeling' tab.</li>
 <li>Click 'New Table'.</li>
 <li>Paste the following DAX code.</li>
 <li>Click the check icon to commit.</li>
 <li>Click on the created <code>DateTable</code>.</li>
 <li>Go to the 'Modeling' tab and click 'Mark as Date Table'.</li>
 <li>Enable and turn on the option 'Mark as a date table'.</li>
 <li>Choose the 'Date' column. </li>
 <li>Click 'Save' to proceed.</li>
 <li>That's it! You have successfully created a date table in Power BI.</li>
</ol>

How to Create a Date Table in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36c7ab56e05a00fdbbad/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In Power BI Desktop, add a new report page and select a data source.</li>
 <li>Go to the 'Visualizations pane'.</li>
 <li>Drag the fields you want to drill through on into the 'Drill through' filters well.</li>
 <li>The fields will appear in the drill-through area.</li>
 <li>Power BI will show a back button on the page automatically, this lets users return to the previous page.</li>
</ol>

How to Create a Drill Through in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36cbab56e05a00fdbc52/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Power BI and load your data. Go to the 'Report View'.</li>
 <li>From the 'Visualizations' pane, select 'Slicer'.</li>
 <li>Drag the desired field from the 'Fields' pane to the slicer.</li>
 <li>Go to the 'Format' settings. </li>
 <li>Under 'Slicer settings', change the slicer type to 'Dropdown'.</li>
 <li>Turn on the 'Multi-select' option.</li>
 <li>Now, your slicer will display as a dropdown list.</li>
</ol>

How to Create Dropdown in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3703ab56e05a00fdc2ab/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Power BI Desktop and go to your visual.</li>
 <li>Go to the 'Visualizations' pane.</li>
 <li>In the 'Visualizations' pane, click the 'Gauge' icon.</li>
 <li>With the visual selected, add your data fields.</li>
 <li>By following these steps, you can create a gauge in Power BI.</li>
</ol>

How to Create a Gauge in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3709ab56e05a00fdc3ab/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Launch the application on your computer. Select a report.</li>
 <li>Click on the 'Report' tab with a chart icon on the left sidebar.</li>
 <li>From the 'Visualizations' pane, choose a graph type.</li>
 <li>Drag your desired fields from the 'Data' pane to the graph’s fields.</li>
</ol>

How to Create a Graph in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a370fab56e05a00fdc475/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the top menu bar, then click 'Open Data Model'.</li>
 <li>Following that, click the mode selector at the top-right corner.</li>
 <li>Choose 'Editing' from the list of options.</li>
 <li>Subsequently, head over to the table that contains your data and then hover your mouse cursor over the column you prefer to use. Tap the 'More Options' button next to it.</li>
 <li>Pick 'Create Hierarchy' from the given choices.</li>
 <li>After completing these steps, the hierarch will be created and added to the table.</li>
</ol>

How to Create a Hierarchy in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3743ab56e05a00fdc8c1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to the 'Report' data to begin working with your visualization workspace.</li>
 <li>Click the 'Edit' tab to customize your report and create impactful visualizations.</li>
 <li>Open the 'Visualizations' pane to explore the various chart types available for your data story.</li>
 <li>Select a visualization type that best represents your data patterns and insights. Click 'Line Chart'.</li>
 <li>Access your dataset fields to select the metrics you want to visualize.</li>
 <li>Select the 'Table' visualization for a detailed view of your raw data values.</li>
 <li>Select your first data field to begin building your visualization foundation.</li>
 <li>Your line chart is ready to visualize trends and patterns.</li>
</ol>

How to Create a Line Chart in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3752ab56e05a00fdca50/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open Power BI Desktop. Go to the 'Visualizations' pane.</li>
 <li>In the 'Visualizations' pane, click the 'Map' icon.</li>
 <li>A blank map visual appears on the report canvas.</li>
 <li>Drag fields to the appropriate buckets.</li>
 <li>That's it! You have successfully created a map in Power BI.</li>
</ol>

How to Create a Map in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a375eab56e05a00fdcbaf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the top menu bar and click 'Open Data Model'.</li>
 <li>Following that, click the mode selector at the top-right corner.</li>
 <li>Choose 'Editing' from the list of options.</li>
 <li>Find the table you want to edit and then click its corresponding 'More Options' button.</li>
 <li>Subsequently, pick 'New Measure' from the available choices.</li>
 <li>To rename the new measure, simply go to the formula bar and change the word Measure to your preferred name.</li>
 <li>After that, type the formula and set it up based on your preference.</li>
 <li>Finally, a new measure will be created and added to the selected table.</li>
</ol>

How to Create a Measure in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a375fab56e05a00fdcbcb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In Power BI Desktop, go to the 'Modeling' tab.</li>
 <li>Click 'New Table'.</li>
 <li>Enter this DAX formula to create a blank table.</li>
 <li>Select 'Commit'.</li>
 <li>Select your new 'Measure Table' in the Fields pane.</li>
 <li>Go to the 'Modeling' tab and add measures to the table.</li>
</ol>

How to Create a Measure Table in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3771ab56e05a00fdce44/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to the top menu bar, then click the 'More Options' button.</li>
 <li>Choose 'Pin to a Dashboard' from the list of options.</li>
 <li>After that, pick 'New Dashboard' from the choices.</li>
 <li>Come up with a unique dashboard name and then enter it into the provided input field.</li>
 <li>Once done, click 'Pin Live'.</li>
 <li>After completing these steps, the new Power BI dashboard will be created. At the same time, the selected report will be pinned to it.</li>
</ol>

How to Create a New Dashboard in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3773ab56e05a00fdce7c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>In Power BI Desktop, click on the 'Table view'.</li>
 <li>Select 'New Measure'.</li>
 <li>Write your DAX (Data Analysis Expressions) formula in the empty field.</li>
 <li>Click on the check icon to apply and commit the expression.</li>
 <li>Press 'Enter' and your measure is ready.</li>
 <li>Measures will appear in the 'Data' pane with a calculator icon next to them.</li>
</ol>

How to Create a New Measure in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a377dab56e05a00fdcf28/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Select a data source for your new table.</li>
 <li>Click 'Load'.</li>
 <li>Go to the 'Visualizations' pane and click 'Table'.</li>
 <li>This creates a new table. Drag the fields to your table.</li>
 <li>Click 'File' to save your table.</li>
</ol>

How to Create a New Table in Power BI

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3795ab56e05a00fdd120/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open your Power BI report and select the visual.</li>
 <li>Go to the 'Visualizations' pane.</li>
 <li>Click on the Pie Chart icon.</li>
 <li>In the Fields pane, drag and drop fields. </li>
 <li>By following these steps, you can create a pie chart in Power BI.</li>
</ol>

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