Initial Setup Guide

It's time to uncover your business insights! With so many features and functionalities, it may seem a bit overwhelming to get started but don't worry, setting up Zebra BI visuals is super easy. We've outlined the steps you need to take to get your first reports up and running as quickly as possible. 

In this article

  1. Import visuals from Microsoft AppSource
  2. Add your data
  3. Unlock Pro version for all advanced features

Below is an overview of the process for importing and setting up Zebra BI visuals to give you a quick tutorial and get you started. However, if you prefer a more detailed step-by-step tutorial for each of the steps, watch the quick video below. 

 

 

1. Import visuals from Microsoft AppSource

In your Power BI click on the three-dotted icon (...) in the  Visualizations pane and select Get more visuals. Search for "Zebra" in the AppSource to find both Zebra BI Tables and Zebra BI Charts visual. Add them both to your Power BI Desktop.

After you import visuals, you should receive a notification and see the visuals' icons in the Visualizations pane.  

 

2. Add your data to start using visuals

Click on the icon in the Visualization pane to insert the visual into the report page. The visual will display a blank landing page ready for you to insert your data into it.   

Select  any of your data fields on the right and drag one to a blank Zebra BI visual to create your first table or chart. 

The "Info" button (Zebra BI logo) will show up right in the top-right corner.

⚠️  Temporary notice: If you don't see the logo or the "Info" button in the top right corner, please keep resizing your visual until you can see it. This issue appeared due to the latest changes in Power BI and we're already working on fixing it. Thank you for your understanding! 

 

3. Unlock Pro version for advanced data visualization features 

To unlock all Zebra BI features including advanced charts and tables, income statements (P&L), and complete flexibility in visual styling, you need a Pro license key

There are two ways of getting the license key: you can either sign up for a free 30-day Pro trial or simply purchase your Pro license right away. Our Pro license key is valid for both visuals (Zebra BI Tables and Charts). 

To insert the license key click on the "Info" button (Zebra BI logo) in the top-right corner.

Copy the license key you received and paste it into the activation window

After successful activation, you should receive the notification along with the date until when the license is valid.

Even though the license key is valid for both visuals, Charts, and Tables, they are two separate visuals and you have to insert the license key once for each of them. Power BI Desktop will then remember the license key, so you won't need to enter it again next time.

To make sure your Zebra BI visuals are easy to access every time you need them (even when you create a completely new Power BI report), pin them to the Visualization pane. To do this, right-click on the visualization icon and then click on the Pin to visualization pane button. 

That's it! You're ready to start building your reports and dashboards with Zebra BI visuals. Learn more about what type of charts and tables you can use to create reports that are actionable and understandable. 

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