Understanding the Power BI Desktop User Interface

Now that you have installed your Power BI Desktop, the next thing to do is to launch the application and understand how the Power BI user interface works.

This article with walk you through the Power BI Desktop interface, and explain key areas to work with when you use Power BI.

Read on to learn more

Getting started with Power BI User Interface

The first time you launch the Power BI desktop, you get to see this popup box and to use Power BI, you have to close the pop-up by clicking “x” at the top right corner of the pop-up.

power bi user interface - monocroft

As a result, you will have your home screen without the pop-up.

After that, the next thing to do is to set your preview features, and you can do this by clicking “file” at the top left corner.

And click on options and settings, then select options.

Click Preview Features and check all boxes except Spanish language support for Q&A (except if you understand Spanish).

Then select OK to save your settings. You will be prompted to restart the app to save your settings. After this, restart your Power BI Desktop, and return to the home screen.

Now that you are done customizing your Power BI Desktop, it is time to familiarize yourself with the power BI user interface.

There are five (5) core areas you should be very familiar with. These core areas include:

1. The tabs and ribbon

You have the Home, Insert, Modelling, View, and the Help tab, and each tab has different ribbons which are underneath.

2. The panes/panels

Here, you have a couple of tools for various settings while using Power BI.

While the purpose of the Filters panel is to filter a report or chart, the Visualizations panel is where you get to choose the type of visual that you would like to represent a report you are working on.

The Fields pane basically contains a list of data headings you have in your data. Hence, it only comes to life when you bring in data.

3. The page

Here, you have the page number for every report. You can create a new page by clicking on the “+” sign.

You can duplicate, rename, delete, or hide the page by right-clicking the page icon

4. The views

These three icons are the different views through which you can view your data. By default, it is on Report. While the subsequent views are Data and Model.

5. The canvas

This is the center of the page where you will build your BI reports.

Think of it as a blank paper where you want to draw a diagram. Or an open land where you want to build a house.

I hope you enjoyed reading this article.

Thanks for reading!