How to Get Started with Power BI - Keys Locker
All Products
Microsoft 365
Power Platform
Dynamics 365
Security

How to Get Started with Power BI

In This Guide

    What is Power BI?

    Power BI is Microsoft’s business analytics tool included with Power BI Pro and Power BI Premium subscriptions. It lets you connect to data sources, build interactive dashboards, and share insights across your organisation.

    Step 1 — Sign in to Power BI

    Go to app.powerbi.com and sign in with your Microsoft 365 account. Make sure your admin has assigned a Power BI Pro license to your user account first.

    Step 2 — Connect to Your Data

    Click Get Data in the left navigation. Power BI connects to 100+ sources — Excel, SharePoint, SQL Server, Salesforce, Google Analytics, and more. Select your source and follow the connection wizard.

    Step 3 — Build a Report

    Once connected, drag fields onto the report canvas to create visuals — bar charts, maps, tables, KPI cards. Use the Visualizations panel on the right to change chart types and formatting.

    Step 4 — Share Your Dashboard

    Click Share and enter colleagues’ email addresses. Recipients need a Power BI Pro license to view shared reports. You can also publish reports to Teams or embed them in SharePoint.

    Scroll to Top