In this series of posts I will explain how to get started with Power BI if you’re a new business. This will not be an exhausted list of everything you need to know but it will hopefully point you in the right direction. Over time I will be adding to these posts to make them more detailed and thorough.
For Part 1 I’ll be covering how to set up a Power BI account for your business. Further posts will tenants and how to add users and assign new licenses as your business grows.
Before reading on you might want to check out the following posts that provide a good introduction to Microsoft Power BI
- What is Power BI?
- Power BI Licensing & Costs – An Introduction
- The BI Battle. A comparison of the market leading Business Intelligence tools
In another post, I explained how to get started with Power BI if you are new to a company that uses office 365. In this post I’ll be outlining how you can set up Power BI for your company for ‘first-use’ and how to use your company’s domain name to set things up as a new tenant.
You’ve got your domain name, what next?
As we know, Power BI can’t be used with a personal email address from the likes of gmail/outlook/hotmail etc (see this post for more info). We need a business, educational or government email address. Once you have a new domain eg rviz.co.uk that hasn’t already been used for a Microsoft account your first step would be to create one.
New Microsoft Account
Typically you would register an email address with your new domain/business eg firstname.lastname@example.org and this is what you would need to use for the new Microsoft account.
Create a new account: https://signup.live.com
As part of this process Microsoft will ask you to add your personal details such as full name, country, DOB etc. You will also be asked to verify the email address used a code sent to your inbox.
After verification, you new Microsoft account is created and you will be taken to the account overview.
New Power BI Account
Now you have successfully created a Microsoft account it’s time to create a Power BI account. Navigate to https://powerbi.microsoft.com and sign in
As a check, you should be presented with the following message: (if you don’t get this message and the sign-in is successful, then that’s probably because your domain/tenant already exists
This is just Power BI saying it doesn’t recognise your domain name. The next step is to go back and select ‘Sign Up Free’
This will take you to the Power BI download page and prompt you to download Power BI desktop. Download the application and run it once installed.
You’ll be presented with the below screen. Select Try Free
This will take you to the Power BI account set-up process. Enter your domain email address
You’ll be asked to enter your details and go through a series of verification checks
Click Start. You’ll be asked to invite other users from your business. This can be skipped for now.
Congratulations you’ve got yourself a new Power BI account. The next screen you’ll see is the Microsoft Office Portal.
Navigating to the App Permissions and Subscriptions tabs you’ll see Power BI listed in both
Note that you now have a Power BI (FREE) license. (read more about licensing here)
Navigate back to https://powerbi.microsoft.com and you should now be automatically sign into Power BI.
That’s it, you’re good to go! ….and that’s it for Part 1
In Part 2 I will talk about Tenants in the context of Power BI and their significance.