Big Data Microsoft Software

How to create a dashboard in Power BI

Follow this step-by-step information on creating and customizing dashboards in Microsoft’s Power BI. You’ll additionally find out how to arrange and handle dashboard alerts.

Microsoft Power BI logo shown by apple pencil on the iPad Pro tablet screen. Man using application on the tablet. December 2020, San Francisco, USA.
Image: vladim_ka/Adobe Stock

Microsoft’s Power BI dashboards inform a story and reveal key insights and patterns that would in any other case be misplaced in information sheets. Using dashboards, organizations could make higher, extra knowledgeable and sooner choices. The excellent news is you don’t want to be an IT professional to create a Power BI dashboard.

Dashboards will be constructed in Power BI from one or a number of reviews by importing datasets or duplicating an current dashboard. Unlike reviews — which can have a number of pages — dashboards are a single-page canvas. These dashboards will be up to date to present the newest information however they can’t be filtered like reviews, nor can they be edited.

SEE: Best enterprise intelligence instruments 2022 (TechRepublic)

What to think about earlier than creating a dashboard in Power BI

Before constructing a dashboard, it’s best to take into consideration what info you want to spotlight. For instance, a sales-focused group might want its dashboard to embody information on complete gross sales, best-sold merchandise, gross sales over time, items by sale, gross sales by area and high segments.

Also, every group ought to personalize its dashboard in accordance to its objectives, operations and efficiencies; there isn’t a one-size-fits-all answer or strategy.

An vital be aware is dashboards are a Power BI service, and it’s not obtainable in Power BI Desktop.

SEE: Business intelligence cheat sheet: The full information for 2022 (TechRepublic)

How to create a dashboard from a report

Dashboards are created from reviews. If you don’t have your reviews in Power BI, you’ll be able to import your dataset as an Excel file.

How to import your Excel dataset file

  1. Open the Power BI service in your browser.
  2. From the navigation pane, choose My Workspace after which click on Get Data on the backside of the menu.
  3. Under Files, choose Get.
  4. Find your Excel file and click on Connect.
  5. Select Import and the file will robotically be imported.

Building a dashboard from a report

Now that you’ve your report on Power BI, you can begin constructing your dashboard. Dashboards are created by pinning tiles from a report to a new dashboard. It is feasible to pin a whole report to a dashboard or pin particular person tiles from one or a number of reviews.

How construct a dashboard

  1. Select and open the Excel file report that will probably be a part of the brand new dashboard.
  2. Select More choices (…) > Edit, to open the report in the Editing view.
  3. Hover over a visualization, this can reveal the hidden choices. Select the Pin icon to add the tile to the dashboard (Figure A).
  4. Select New Dashboard, then identify it (Figure B).
  5. Click on Go To Dashboard.

Figure A

Image: Ray Fernandez/TechRepublic.

Figure B

Image: Ray Fernandez/TechRepublic.

The tile you pinned ought to now be the one visualization in your new dashboard. To pin extra tiles, return to a report and repeat the method. Remember when including extra tiles to click on on Existing Dashboard, and choose the identify of your new dashboard from the drop-down menu.

How to design a dashboard in Power BI

Once the tiles are added to a Power BI dashboard they are often simply modified and customized. To resize tiles, the underside proper nook of the tile have to be dragged, identical to resizing a picture on a photograph editor. The placement, look and habits of titles may also be modified.

How to change the title of the tile

  1. Select the More Options Menu (…) discovered in the upper-right nook of the title.
  2. Select Edit Details to open the Tile Details window.
  3. Change the title of the tile and add a subtitle if required.

In the identical Tile Details window, customers can change the habits of the tile. Power BI units the default habits for every tile to direct customers to the supply report. However, that habits will be modified for customers to be directed to one other dashboard, or report, by altering the default hyperlink in the Tile Details window.

How to change the habits of a tile

  1. In the Tile Details window choose Set Custom Link.
  2. Select Link and choose the place you need the tile to redirect customers from the dropdown menu.
  3. Select Apply.

Dashboards are all about clear perception. Graphs, charts and different forms of visualizations are key. There is a wide selection of visualizations obtainable on Power BI that may be mixed to create a dashboard that not solely appears to be like good however drives efficiency and evaluation.

How to change the kind of visualization of a tile

  1. Open the report that has the visualization you need to change.
  2. Select the visualization to make it energetic. Note that when the visualization is chosen it ought to present handles and a border.
  3. In the Visualizations pane, discover and choose the brand new sort of visualization.
  4. Pin the Tile with the brand new visualization to your dashboard by clicking on the Pin icon.

Through the More Options Menu (…) customers can even add feedback, copy the visible as a picture, open in focus mode, export, view insights, delete the title and handle alerts.

How to set alerts in Power BI

Alerts are a helpful characteristic for Power BI dashboards. Each tile can handle alerts, and these will be obtainable to anybody who has entry to the dashboard. For instance, a logistic supervisor might configure customized alerts for every employee in totally different places to make a provide chain run easily. Alerts are despatched to the Notification Center of Power BI, however customers can even configure alerts to be despatched to emails.

How to set and handle alerts

  1. Select the More Options Menu (…).
  2. Click Manage Alerts.
  3. Click Add Alert Rule. Make positive the Active swap is ready to On (Figure C).
  4. Set the brink for the alert. Thresholds will be Above, Below, or Specific.
  5. Set the frequency of the alert.
  6. Save and shut.

Figure C

Image: Ray Fernandez/TechRepublic.

The theme of a dashboard may also be modified. Power BI has three themes to select from: Light, Dark or Color-blind pleasant. A dashboard’s theme may also be customized by choosing the Custom theme choice. To change the theme choose the edit dropdown menu, then the Dashboard theme, select the theme, and click on Save (Figure D).

Figure D

Microsoft Power BI. Image: Microsoft

As endpoints turn out to be the brand new office, dashboards want to work effectively throughout all units together with cell. With Power BI customers can personalize a dashboard for cell viewing.

How to customise a dashboard for cell view

  1. Select View, then click on on Mobile Layout.
  2. Power BI will present you an emulated cell model of the dashboard. Here you’ll be able to resize tiles, change info and transfer tiles. The cell view may also be personalized in accordance to the totally different units used to view the dashboard.

Power BI has a number of extra superior options for dashboards. From configuring real-time information to information classification or monitoring gross sales, every group can profit from its information by constructing its dashboard.

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