Microsoft 365 Power BI Report Builder

Identify the differences between Power BI Desktop, Power BI Desktop for Report Server, Report Builder 3.0, and Power BI Report Builder, and download the two required tools.

Explore the report builder interface, run embedded data reports, and identify data sources, data sets, and data regions to design and publish Power BI reports.

Explore grouping data by rows and by columns in Power BI report builder, drill down to detail, and roll up to view grand totals and insights.

Explore column groups in Microsoft 365 Power BI Report Builder, learn how data is summarized by column and row, and compare table and matrix structures through drill-downs.

Learn the distinction between saving a report and publishing it to the Power BI service, including how to sign in, use the publish button, and place reports in my workspace.

Ask essential questions before building a report: mobile display, interactivity, multiple editions for design surfaces, data freshness, and delivery methods.

Plan data connections, run a test query, and consider screen estate as you design Power BI service reports with interactive elements like drill down, drill through, and dynamic outputs.

Power BI service workspaces serve as containers and security boundaries for reports, dashboards, datasets, and workbooks, enabling collaboration and organized data management with pro or premium licenses.

learn to load data into the Power BI service from Excel, publish from Power BI Desktop to a workspace, and access the dataset in Power BI Report Builder.

Learn to set up a data source in Power BI Report Builder, connect a Power BI data set, and save your report to the Power BI service.

Observe that in Power BI report builder data set is a query with settings and contains no data. Operate with the service data set, which holds data and is shareable.

Explore how Power BI datasets are queries with optional settings. See how case sensitivity and accent sensitivity, governed by auto, true, or false, affect sorting and grouping for international data.

Understand dataset filters that apply to all data from a source and shape what regions see, then use data region filters to limit each region, noting drill-down implications.

Filter at the data source level to reduce data transfer and boost performance when handling data sets, as shown with a profit for Sweden dataset containing region, country, and profit.

Explores handling local data in Power BI Report Builder by importing an Excel file via enter data, copying and pasting, and then adjusting data types and formatting with no refresh.

Explore report properties in Power BI Report Builder by using the properties pane to inspect body, header, and footer properties, and experiment with advanced mode and table components.

Explore data regions in Power BI Report Builder, including tables, matrices, and lists that accept data from a data set, and learn how to convert between them through properties.

Create a table report manually by inserting a table and dragging fields from invoices, such as country, shipper, salesperson, and subtotal, then run and adjust column widths.

Explore creating a table or matrix in Power BI report builder using the wizard, dragging fields like country, shipper, and salesperson, adding subtotals, and saving as a new report.

Format a Power BI report by applying cosmetic improvements, adding a company logo, adjusting alignment, currency formatting, and date display; explore design view, formatting options, and running the report.

Create a table report by connecting to a data source and dataset, selecting fields, building a table with grouping, sorting, and currency formatting, then save.

Harness the table wizard in Microsoft 365 Power BI Report Builder to create a table with row groups by region and country, format profit as currency with subtotals above.

Examine and adjust the wizard-generated settings in Microsoft 365 Power BI Report Builder, including grouping by region, sorting, page breaks, and visibility toggles.

Learn to manually sort data in a tablix within Microsoft 365 Power BI Report Builder, by applying sorts at the tab level or dataset, using region and country fields.

Learn how to manually create row groups in Power BI report builder by adding region and country groups, adjusting headers and visibility, and formatting currency for clear grouped tables.

Use the matrix wizard to group data by country as rows and by segment as columns, summing profit with subtotals and grand totals, and save as Arimaa analysis six.

Learn basic formatting of a matrix report: align column headings and numeric fields, apply currency formatting with fewer decimals, bold segments, and add background colors while considering browser color differences.

Discover built in fields in Power BI report builder, drag them into headers or footers to access execution time, page name, page number, and user ID with basic expression syntax.

Master the syntax of object oriented expressions using the collection, exclamation point, object, and property sequence in Visual Basic style dotted notation to access fields and render format.

Explore the expression builder in Microsoft 365 Power BI Report Builder, mastering the expression dialog, data sets, operators, dotted notation, and common functions for robust reports.

Create expressions in report footer to display the report name, date, and pages using built-in fields, concatenation, and the format function; test locally and publish to the power bi service.