Power BI: Quick Start Guide

Power BI Quick Start Guide

To ensure business continuity of Power BI projects, it's important to centrally locate the PBI file and all of its resources within a folder in the HCOM - Data Reporting OneDrive group. Below are instructions on how to get started:

• Go to the OneDrive Data Reporting Group - HCOM - Data Reporting - Documents - All Documents (sharepoint.com)
  • Create a folder for all of your resources (Power BI, Excel files, etc.)
• From your Power BI you created on the desktop version, you will want to be sure you save it to the above
  • File > Save As > OneDrive > Select 'HCOM - Data Reporting' group

• To publish a web version of the Power BI, from your Power BI, Home tab, select 'Publish'
  • Select 'HCOM - Data Reporting'
  • This will then give you a link to the dashboard
    • EVERY TIME you make a change, you will want to re-publish to the same location and replace the existing version
    • I would also recommend copy/pasting a link to the web version in your folder as a resource
      • You can do this by going to the OneDrive Data reporting group, find the folder you want to save the link to. Select 'New' at the top and then 'Link', paste the link to the published PBI version there