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Installing Microsoft Power BI Desktop (For Windows)

First if you dont already have Power BI you can download here → https://powerbi.microsoft.com/en-us/downloads/

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

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When you run Power BI Desktop, a Welcome screen is displayed.

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You can Get Data, see Recent Sources, or Open Other Reports directly from the Welcome screen (from the links in the left pane).

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Before you can start using Power BI with BUZ you will need to contact BUZ Support to get a link and your Organizational Code. See /wiki/spaces/PROC/pages/4325394

Close the popup screen (select the x in the top right corner of popup), the Report view of Power BI Desktop is displayed .

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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).close that too.

Power Bi (For Mac)

Power Bi does not have a desktop version for Mac, to use Power BI with Mac you will need to do use this online. To do this refer to the below steps

1. Import your Data Using excel, refer to our documentation on "Connect Data via Excel" to pull your data from BUZ
   1. Save this on your local drive
2. Sign in/up to Power Bi online ->PowerBi Sign in
3. Once logged into Power Bi select "Files"
   
   
   
4. Select Local File, find you document

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5.  Import Excel data into Power Bi

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1. Open Power BI data link (supplied by your support staff BUZ Support currently in drop box or via email)
2. Click on "Basic"
3. Sign in using your credentials 
   1. your Your user name will have your organizational code (ABCDe.g. MMPCD) forward slash your username for BUZ which should be your email address. 
   2. You will need to receive your organizational code from support to be able to receive your data (Example: ABCDMMPCD/support@buzsoftware.com.au).
   3. Password is your normal BUZ password.
   
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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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