Help! Power BI Newbie: Adding Filters to Existing Power BI Report

[MicrosoftLC]

Hi Team, 

I'm very new at PBI reporting. I've been asked to add filters to a page on an existing PBI report that's posted on SharePoint & I'm using a live connection. 

Questions:

1) To add the filters, do I download the report > make the changes,> save?

2) If so, how do I implement my updated report back  into SharePoint? Do I simply go to SharePoint and click upload?

3)  I know these are simple questions, but I get confused on when to use Transform Data vs when to make changes in the direct report on SharePoint. Can anyone provide a "dumb down explanation ?

Thank you in advance for your help! 🙂

[lbendlin]

Please clarify - is it a PBIX file placed in a Sharepoint document library, or a report that was created from visualizing a Sharepoint list ?

[MicrosoftLC · Accepted solution]

Hi @lbendlin , 

I appreciate that you're always available to help! Thank you very much. 

I resolved this one after posting my question, so I'm all set. 

What I figured out is that since I have a live connection, I was able to click on the PBI report (in the SharePoint library)>>add the column>>Save.

This is one of my 1st Power BI reporting requests & I've asked questions because the Power BI training course that I took used Excel as the datasource so it was simpler. In the "real world", the datasource is on an internal SQL Server and SSAS is used, so I'm figuring out how to report using these factors. 

Thanks again!