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Microsoft Power BI is a suite of business analytic tools to analyze data and share insights. Monitor your business and get answers quickly with rich dashboards available on every device.

Mac users can use Power Bi via an online dashboard. This dashboard must be created by a windows user first.

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Microsoft Power BI Desktop download and follow prompts to install. Power BI is installed as an application, and runs on your desktop.

When you run Power BI Desktop, a Welcome screen is displayedDesktop → Sign in or create a sign in.

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A welcome screen is displayed

BUT WAIT! Before you can start using Power BI you need your Organizational Code this can be found in BUZ under Reports ->  Right hand side ( 5 Character character code) or contact BUZ Support to supply your Organizational Code. Close the popup screen (select the x in the top right corner of popup), the Report view of Power BI Desktop is displayed close that too.

Power Bi (For Mac)

Power Bi does not have a desktop version for Mac, to use Power BI with Mac the dashboard must be created b by a Windows user first.  To do this refer to the below steps

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 1. Open Power BI 

2. Go to → Get Data

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3. Open the OData Feed-> Select Other -> OData Feed -> Connect

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4.  Enter the following URL to connect to the database https://reports.api.buzsoftware.com.au

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5. Select Basic -> sign in using your credentials. 

Your user name will have

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your organizational code ->this can be found in BUZ under Reports ->  Right hand side ( 5 character codee.g.

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BUZDM) forward slash your username for BUZ which should be your email address. 

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Password is your normal BUZ password.

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6. Load the data

Select → SalesReport → Edit button.

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7.  The Query editor table will open.

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Select and filter what data to show in the Power Bi report by selecting or deleting columns and applying required filters

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There are three views in Power BI Desktop: Report view, Data view, and Relationships view. Power BI Desktop also includes Query Editor, which opens in a separate window. In Query Editor, you can build queries and transform data, then load that refined data model into Power BI Desktop, and create reports.

The following screen shows the three view icons along the left of Power BI Desktop: Report, Data, and Relationships, from top to bottom. The currently displayed view is indicated by the yellow bar along the left. In this case, Report view is currently displayed. You can change views by selecting any of those three icons. 

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With Power BI Desktop installed you’re ready to connect to data, shape data, and build reports (usually in that order). 

Connect Data via Excel

Connecting your data via excel, if you dont already have Power Query you can download here → https://www.microsoft.com/en-au/download/details.aspx?id=39379

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