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2. Installation and Interface Tour

2.1 Installing Power BI Desktop

Start with a problem

Shraddha is joining a Power BI course in Nashik. Her laptop has no Power BI yet, and she is not sure which version to install.

Explain simply

Power BI Desktop is free for Windows. Install it from the Microsoft Store (auto-updates) or the Microsoft download page. It does not run natively on Mac.

Show the data

Check Shraddha's laptop
Operating system Windows 11 64-bit
RAM 8 GB
Account Work/school email for publishing later

About this data: This table uses columns: Check, Shraddha's laptop. This table uses columns: Item, Expected. This table uses columns: Option, How, Advantage. Values shown are the lesson examples already on this page (not a new dataset).

Fictional sample data. Practice file: visuals_orders_apr_may_2026.csv (source: src/practice/).

Demonstrate

  1. Open Microsoft Store.
  2. Search Power BI Desktop.
  3. Click Get/Install.
  4. Open Power BI Desktop from the Start menu.
  5. Close the welcome screen; check Help › About for the version.

Show the result

Your result should look like this (fictional sample):

Item Expected
App opens Blank report canvas
Help › About Version and month shown

Explain what happened

The Store version updates monthly by itself, so your screens match current menus.

Explore further

  • Mac users: use a Windows virtual machine or a Windows PC in the lab.

Detailed reference for this lesson:

Power BI Desktop runs on Windows only (Windows 10 or later). Mac users usually run it through a Windows virtual machine or a cloud PC. There are two ways to install it:

Option How Advantage
Microsoft Store (recommended) Open Microsoft Store, search "Power BI Desktop", click Get/Install Updates automatically every month
Download Center Download the installer (PBIDesktopSetup_x64.exe) from the Microsoft website Useful where the Store is blocked; you must update manually

After installation, open Power BI Desktop. You may be asked to sign in – signing in is optional for Desktop work, but required when you publish to the Service.

Keep Desktop updated

Microsoft releases a new version of Power BI Desktop every month with new features. Menus sometimes move slightly between versions. If a button in this guide is not exactly where described, look in the neighbouring ribbon tab or use the search box at the top of the Desktop window.

Preview features

New features first appear under File › Options and settings › Options › Preview features. You can switch them on to try them, but avoid depending on preview features in production reports.

Ravindra Bagale's Tip

Friends, many students install Power BI Desktop from both the Microsoft Store and the download page and end up with two versions. Pick one (the Store version updates automatically) and uninstall the other. Also make sure your Desktop version is recent enough to open files your colleagues send you. Don't worry – after doing it two or three times, it becomes a habit.

Fix common mistakes

Wrong result Reason Correction
Menus differ from the lesson Old installed version Update via Store
Cannot sign in Personal Gmail Desktop works without sign-in; use a work account for publishing
Two versions installed Store and download both Keep one

Practise independently

Practice task

Find your version number and month.

Hints
  • Help › About.
Solution

Answers vary – note the month (for example 2026 release) to compare with screenshots.

Think like a professional

Teams agree a Desktop version so files open consistently – mention this when you join a team.

Ravi Sir's Cards for this lesson

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