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Power BI Interface & First Steps

Explore the Power BI interface, key views and panes, PBIX files, project organization, and the steps to build your first marketing report.

Beginner

Start with the foundations.

Take the lessons in order for a complete introduction, or open the topic that answers your current reporting question.

Power BI Interface explained

Learn how the Power BI interface works: Report, Data (Table), and Model views, key panes, and ribbon essentials explained for marketing teams.

Power BI file types & project organization

Learn what PBIX files, PBIT templates, and datasets are in Power BI, and how marketing teams should organize reporting projects effectively.

Build your first Marketing report in Power BI

Learn how to build your first marketing report in Power BI step by step: connect data, create KPIs, add charts, filters, and structure your dashboard properly.

Your next report should not start with five exports.

Connect your marketing platforms and build a data workflow your entire agency can use.

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