Power BI Setup for Report Authors

Do you need to create reports and dashboards for your job? Do you sometimes distribute data from those reports to various consumers? You are likely a Power BI Report Author. Authors write reports, create dashboards on those reports, and may distribute those reports to a manager, department, or other customer. You may or may not additionally be a Data Modeler.

If you're new to UMS Power BI workflow as a Report Author, please review each page below:

  1. Institutional Data Training - Since you will be dealing with institutional data, please take the training.

  2. Power BI Licenses - You can decide if you need Pro license or not.

  3. Got a Pro License? What's next?  

  4. Installing Power BI Desktop - You will use Power BI Desktop to create reports.

  5. Power BI Report Publication Decision Tree - Before you create a report, please go through the questions on the tree.

  6. Report Creation Workflow - It has a overview of report creation.

Additional Resource Page you might find helpful:


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