Forem: Diana Wachenje

How to Publish a Power BI Report and Embed it into a website

Diana Wachenje — Sun, 05 Apr 2026 07:00:50 +0000

A brief introduction of Power BI and Publishing Process

Power BI is a business tool that has been developed for analysis by Microsoft to allow user visualization of data, create interactive reports and share some insights across an organization or company. Whereas publishing process is just sharing your report so that others can have access to it. So far learnt about Power BI Queries, DAX, data modelling, joins, charts, dashboards and reporting.

Power BI consists of three main components:

Power BI Desktop - It is used to build reports and data models.
Power BI Service - This is a cloud-based platform which is used to share, collaborate and one is able to access reports online.
Power BI Mobile - These are just apps in the smartphones or tablets used for viewing dashboards.

Here are few steps to follow while creating workspace

1). Create a Report

Ensure you have built your report in Power BI Desktop by using visuals like charts, tables and maps.

2). Save the File

Always ensure your work is saved in (pbix format).

3). Sign In

Log into your Power BI account (Usually through an organization or Microsoft Account). Examples: datascience@luxdevhq.com or johndoe@gmail.com

4). Publish the Report

Click the publish button, a shade of blue at the far end on the left written Publish.
Choose a destination Workspace in Power BI Service this can either be Shared Workspace for an organization or My Workspace for personal use.

5). Access Power BI Service

Your report will be uploaded on cloud where it can be viewed in a browser.

6). Share and Collaborate

Once the report is published you can share with colleagues via links, apps or workspace access.
You can also restrict your work by choosing to make it public or private, choosing who can or cannot see it.

7). Schedule Refresh

This is optional, you can decide to refresh your report so that it can be up to date.

UNDERSTANDING DATA MODELLING IN POWER BI

Diana Wachenje — Mon, 30 Mar 2026 22:04:58 +0000

Introduction

Power BI is a business analytic platform that transforms raw data into actionable insights through visualizations and reports that helps users to analyze data, identify trends securely across organizations to make data-driven decisions.
Data modelling is the process to connect, structure, optimize data tables to work efficiently together.

Concepts to Understand

Joins
Joins are performed in Power Query where you combine two columns by selecting the first and the second table and join them by clicking on the headers. Also ensure they have same data type for accurate matching.
Relationships
Relationships define how table connect. These are,
One-to-Many (Most common)
Many-to-One
Many-to- Many (Used carefully)
Example:
One customer- Many Sales
Schemas
Schemas refers to the way your data is structured either in facts tables or dimensions and organized in the data model.
One Central fact table
Multiple surrounding dimension tables

Power BI Relationships

Cardinality Cardinality is how rows relate:
One-to- One
One-to- Many
Many-to- Many
Cross Filter Direction
It controls how filters move between tables:
Single direction
Both directions

Commonly modelling issues

Not using proper Data Table
Mixing fact and dimensional data
Creating too many many-to-many relationships

Steps-by-steps Data modeling process

Step 1: Load Data
Import from Excel, SQL etc.
Step 2: Clean Data (Power Query)
Fix structure before modelling
Step 3: Create Relationships
Go to model view and connect tables
Step 4: Build Star Schema
Organize tables properly
Step 5: Create measures (DAX)
Add business logic
Step 6: Optimize Model

Remove unused columns
Use correct data types
Avoid unnecessary relationships

# Simple Real-life Examples

In a mini mart setup:

Sales table- transactions
Product table- item details
Customer table- buyer information

## Why Data Modelling is important

Faster reports
Accurate Insights -Easier Dashboards

HOW EXCEL IS USED IN REAL -WORLD ANALYSIS

Diana Wachenje — Sun, 29 Mar 2026 18:28:58 +0000

Microsoft Excel

Microsoft Excel is a spreadsheet that has been designed for data entry methods, basic formula creation, data sorting and filtering, basic charts and visualizations and file management. Through Excel one gets to identify the knowledge level, explore specific features of interests and applies it through practical examples.

How Excel is used in Real World Scenarios

Personal and project management Excel is used for personal finances an individual tracks their budgets, calculate expenses and visualize spending trends with charts. Whereas students; it helps them analyze academic performance, for researching data and organizing course schedules.
Business and Financial Application Excel is used widely in business for organizing data, creating budget forecasts, analyze revenue trends, manage cash flows data analysis and reporting, operational and resource management, administrative and scheduling, inventory and pharmacy management, financial and billing, patient monitoring and research to track the performance.

Examples of features and formulas

Excel has different functions which are used in the worksheet to perform calculations in the cell values provided.

Basic Functions

SUM, AVERAGE, COUNT, MAX, MIN
Mathematical operations
Text manipulation functions
Date and time functions

Intermediate Functions

VLOOKUP, HLOOKUP, INDEX, MATCH -Logical functions (IF, AND, OR, NOT) -Error handling (IFERROR, IFNA)
COUNTIF, SUMIF and the variants

Advanced Functions

Array formulas
Financial functions (NPV, PMT)
Statical analysis function
Database functions
Power Query introduction

# Data analysis Features

PivotTables and Pivot Charts
Data validation techniques
Conditional formatting strategies
What-if analysis tools
Dashboard creation techniques