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Box 1: Select a dataset

Sign in to your Power BI online account, or sign up, if you don't have an account yet.

Open the Power BI service.

Get some data and open it in report view.

Box 2: Create a report

Use that data to create visualizations and save it as a report.

Box 3: Add a visualization to the report

Box 4: Add the report to a new dashboard

Visualizations (known as visuals for short) display insights that have been discovered in the data. A Power BI report might have a single page with one visual or it might have pages full of visuals. In the Power BI service, visuals can be pinned from reports to dashboards.

Box 1: PowerBI Desktop

The Sales dashboard must reside in the Sales channel and must include information about active quotes, sales pipeline, and year-to-date sales KPIs for sales quotas by region.

PowerBI Desktop to support many data source.

Box 2: PowerBI Desktop or Power BI Service on

A dashboard that shows a capacity Heat map by month as well as expected sales that are likely to close for the next month.

Both support visualizations.