...
- Open Power BI data link (supplied by BUZ Support currently in drop box or via email)
- Click on "Basic"
- Sign in using your credentials
- Your user name will have your organizational code (e.g. MMPCD) forward slash your username for BUZ which should be your email address.
- You will need to receive your organizational code from support to be able to receive your data (Example: MMPCD/support@buzsoftware.com.au).
- Password is your normal BUZ password.
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.
With Power BI Desktop installed you’re ready to connect to data, shape data, and build reports (usually in that order).
...
If you click edit data before you load, then you can select your date filters. We suggest you filter by "Invoice date" or "Accepted date"
Change organization your connected to
Create a new Power BI report
...