Curso de Microsoft Power BI desde cero | NAVEGACION INICIAL (video 3)

Introduction to Microsoft Power BI

Welcome and Overview

• The video begins with a welcome message, introducing viewers to the Microsoft Power BI course after completing the installation of the tool.

• A brief overview of the welcome screen is provided, highlighting access to system updates, blogs, forums for questions, and tutorials.

• Users can work without logging in; however, there are options available for data source linking and recent origins.

Navigating the Interface

• The welcome window can be closed; users are introduced to different views: Report View (current view), Data View (for tables and queries), and Model View (for data modeling).

• In Report View, users can design reports on "Page 1," with options for filters visible on the right side.

Understanding Key Features

Filters and Visualizations

• Users can configure various filters that apply to their reports through a dedicated panel.

• A visualizations panel allows users to highlight specific values or categories within their reports.

Data Management Tools

• The interface includes options for copying/pasting data, obtaining new data sources, and transforming data via Power Query.

• Users can insert visual objects from a menu that also provides formatting options once a visualization is selected.

Designing Reports

Page Configuration

• New pages can be inserted into reports; an example shows how "Page 2" is created as a blank canvas for further work.

Mobile Design Options

• There’s an option to adjust designs for mobile viewing; this feature helps ensure reports display correctly on smaller screens.

Interface Components Explained

Toolbars and Panels

• The interface consists of several components: ribbon menus (shortcuts), report canvas (where pages are created), filter panels, visualization panels, and data fields.

Quick Access Features

• Ribbon menus provide quick access to functions like obtaining data, transforming it, inserting visuals or text boxes.

Data Modeling Capabilities

Advanced Features

• Users have capabilities such as creating calculated columns or measures within the modeling section.

Creating Reports in the Interface

Adding a New Report

• To add a new report, click on the small cross icon. This action initiates the process of creating a new report within the interface.

Navigating Panels

• The right panel contains essential tools: filters, visualizations, and data panels. Users can expand or collapse these panels to optimize workspace according to their needs.

Basic Filters

• There are two primary filters available:

• A main filter that indexes all pages of the report based on user input.

• An option for applying inclusive filters specific to the current page being worked on.

Visualization Options

• The visualization panel includes various types of charts such as:

• Stacked bar charts

• Line graphs

• Pie charts and ring charts (known as "stremad")

• Maps, KPI cards, tables, etc.

Importing Visualizations

• Users have the ability to import additional visualizations from Microsoft’s store. This feature will be explored further in upcoming sections.

Data Fields Management