Ravindra BagaleCourses & study guides

2. Installation and Interface Tour

2.3 The Ribbon

The ribbon at the top works just like in Excel. The main tabs are:

Tab Important buttons
Home Get data, Recent sources, Enter data, Transform data (opens Power Query), Refresh, New visual, Text box, New measure, Publish
Insert New page, New visual, Buttons, Shapes, Image, Text box, Smart narrative, Q&A
Modeling New measure, New column, New table, Manage relationships, Manage roles, View as, New parameter (Numeric range / Fields)
View Themes, Page view, Mobile layout, Gridlines/Snap to grid, panes (Filters, Bookmarks, Selection, Sync slicers)
Optimize Pause visuals, Optimization presets, Performance analyzer
Help Documentation, training, community links
Contextual tabs Appear only when needed: Format and Data/Drill when a visual is selected; Table tools, Column tools, Measure tools in Table view or when a field is selected

Ravindra Bagale's Tip

A common mistake is hunting through ribbons for a button when the right-click menu is faster. Right-click a column, a visual or a table first. Most everyday actions (rename, new measure, sort, refresh) are there. Try it once more, then move on.