Concept Flow
Get Data --> Transform --> Visualize --> Share
This flow shows the four main steps in Power BI: first you get data, then transform it, next create visuals, and finally share your reports.
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Power BI workflow (get data, transform, visualize, share) - Cell-by-Cell Formula Trace
Formula
Step 1: Connect to data sources like Excel or databases.
Step 2: Use Power Query Editor to clean and shape data.
Step 3: Build charts and tables to visualize insights.
Step 4: Publish reports to Power BI Service for sharing.This sample outlines the actions taken in each step of the Power BI workflow.
Step-by-Step Trace
| Step | Action | Description |
|---|---|---|
| 1 | Get Data | Connect to data sources like Excel, databases, or web |
| 2 | Transform | Clean and shape data using Power Query Editor |
| 3 | Visualize | Create charts, tables, and reports to show insights |
| 4 | Share | Publish reports to Power BI Service for others to see |
The workflow completes after sharing the report, enabling collaboration and decision-making.
Variable Tracker
| Step | Variable | Value |
|---|---|---|
| 1 | Raw Data | Connected from source |
| 2 | Clean Data | Filtered and formatted |
| 3 | Visuals | Charts and tables created |
| 4 | Report URL | Published link for sharing |
Key Moments
What is the purpose of the Transform step?
Why do we share reports in Power BI?
What kind of data sources can you connect to in the Get Data step?
Sheet Trace Quiz - 3 Questions
Test your understanding
What is the first step in the Power BI workflow?
Key Result
Power BI workflow consists of four key steps: Get Data, Transform, Visualize, and Share. Each step builds on the previous to turn raw data into actionable insights shared with others.
Transcript
In Power BI, you start by getting data from various sources. Then you transform the data to clean and prepare it. Next, you create visuals like charts and tables to understand the data better. Finally, you share your reports by publishing them online so others can access and interact with them.