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Power BI

Turn raw data into decisions — build interactive dashboards and reports that give your business real-time insight without needing a data analyst.

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About Power BI

Microsoft Power BI is M365's business-intelligence platform — a tool for pulling data from dozens of sources, modelling it and publishing interactive dashboards that stay live and governed. It covers everything from quick personal reports to enterprise-scale data models, with row-level security, scheduled refresh and AI-assisted insights.

It's best used for KPI dashboards, executive reporting, finance and operations reporting, sales analytics and any recurring report currently rebuilt in Excel every month. Analysts, finance teams, operations, sales leadership and executives benefit most, with IT owning the underlying data infrastructure. Power BI solves the perennial business-reporting problem of numbers taking days to produce and being out of date by the time they arrive — replacing it with always-on dashboards everyone trusts.

Illustration of a person working in Power BI

Training Session

A focused session designed to build real-world skills fast.

1

Finding your way

What Power BI is across the service, Desktop and mobile app, and the key concepts that hold it together — semantic models, reports, dashboards, workspaces and apps. We navigate the service through Home, Browse, Workspaces and Apps, then open a report and get comfortable with pages, visuals and the Filters pane.

Key conceptsThe serviceReport anatomy
2

Exploring the data

Turning a static report into an interactive conversation — cross-filtering, cross-highlighting and tooltips, plus slicers and filters for exploring the data on your own terms. We drill down and up within visual hierarchies, drill through to detail pages, and use focus mode and full screen when presenting a single visual.

SlicersDrill-downDrill-throughFocus mode
3

Insights on demand

Saving and returning to a specific report view with bookmarks, and asking natural-language questions of your data with Q&A. We consume dashboard tiles and navigate to their underlying reports, then subscribe to reports and set data alerts so the numbers come to you.

BookmarksQ&ADashboardsAlerts
4

Sharing everywhere

Getting insights out of Power BI and in front of people — exporting visuals and reports to Excel, PDF and PowerPoint, and sharing reports and dashboards with colleagues. We also view reports embedded in Teams and SharePoint, where most people will actually consume them.

ExportSharingTeams embed
5

Building your own

From consumer to creator: connecting to data in Excel, SharePoint and other sources, then shaping it with Power Query through basic cleaning and transformations. We build a first report with charts, cards, slicers and KPI visuals, and publish it to the Power BI service for others to use.

Data sourcesPower QueryFirst reportPublishing

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