Power BI DIY
Welcome to DataRoars Blog
Your go-to hub for DIY Power BI analytics, professional etiquettes, and data analytics best practices.
At DataRoars, we deliver Insights That Empower Action, helping you transform data into impactful decisions
01
Lets get the mindsets and habits right. Then do the bigger things.
Work Ethics First. Dashboard Later.
02
This section deals with how your dashboard should look like. To keep it simple or creative?
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Get the time right. And you have probably mastered DAX, Power BI and most things in the world.
2. Dax Measure- Multiple Dates in Same Table (Upcoming
04
Mostly everything can be done through mouse-button-clicks.
If you have only done mouse-button-clicks on Power Query, sorry to say, but you are just another Beginner ;-)
05
Get the time right. And you have probably mastered DAX, Power BI and most things in the world.
2. Dax Measure- Multiple Dates in Same Table (Upcoming
07
Something so easy can be so complex and irritating if not understood right. Understanding this means you have started getting a taste for expertise.
2. Dynamic Formatting - Upcoming
This blog and DataRoars exists for you and because of you ;-)
Source = Google Sheets
Security Type = Public Link
License Needed = None
Power BI Dashboard Publishing Checklist (Start to Finish)
⚠️ Important Note - Please click on each step for the complete explanation
Step 1: Download Power BI Desktop
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Open Microsoft Store.
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Search for Power BI Desktop.
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Click Get to download and install.
Step 2: Connect PBIX to Your Local Excel File (With My Help)
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I will assist you live in linking your PBIX file to your Excel file for the first time.
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After that, do not change:
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The file path.
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File name.
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Sheet name.
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Column names.
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Step 3: Upload PBIX to Power BI Service
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Go to app.powerbi.com.
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Navigate to My Workspace.
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Click + New > Import a file > From this device.
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Upload the PBIX file.
Step 4: Manage Permissions (One-Time Setup)
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Check if you have Admin Rights in Power BI Service.
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If you do, go to Admin Portal > Tenant Settings > Embed.
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Enable everything under Publish to Web.
Step 5: Manual Refresh (Inside Power BI Service)
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Click the vertical three dots (⋮) next to the Semantic Model (Dataset).
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Select Refresh now.
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Wait until the refresh time updates and no error icon appears.
Step 6: Setup Gateway (If Using Offline Files)
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If your Excel file is offline, install Power BI Gateway (Personal Mode).
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Sign in and connect your dataset to the gateway.
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Skip this step if your Excel file is online (OneDrive, SharePoint, etc.).
Step 7: Setup Scheduled Refresh
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Inside dataset Settings, scroll to Scheduled Refresh.
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Turn on Keep data updated.
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Select time zone and preferred refresh slots.
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Click Apply.
⚠️ Notes:
Your PC must stay ON during refresh times if you are using a gateway.
4 consecutive refresh failures will automatically pause the schedule.
Step 8: Republishing (When Given a New PBIX File)
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Re-upload the updated PBIX file.
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Open the Report inside Power BI Service.
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Click Edit, then immediately Save to apply the new changes on the public link.
🎉 All Done!
Your dashboard is now fully automated, refreshed, and publicly shareable.