Power BI Notes- Creating a Dashboard

VISUALIZATION PANE

1) It allows to make a visual

2) It allows to format a visual (modify the appearance of dashboard)

*Each Visual will have elements. we can select each element in the visual to filter the data in the entire dashboard.

DATA PANE

It displays all the columns in the excel

CREATING A DASHBOARD

CARD VISUAL

(button with 123 symbol)

Select Card, drag and drop the column you want in dashboard.

Example: Sum of Sales, Sum of costs, Total Quantity

To display decimal values--> Use the option Format Visual and adjust the decimal places.

TABLE VISUAL

Used for customer wise sales/profits across multiple orders etc

CLUSTERED COLUMN CHART

X-Axis

Y-Axis

Legend

Tool Tips (used to hover to get data but will not be displayed on dashboard. It will avoid cluttering)

LINE CHART

X-Axis

Y-Axis

Tip: Start with Y-axis data and then X-Axis data. Y-Axis is always used to represent numerical values.

PIE CHART

Legend --> X-Axis

Values --> Y-Axis

MAP

Location

Bubble size

TITLE FOR DASHBOARD

Home --> Insert Text Box

SLICER

Similar like a filter option.

Drag the excel column and drop in slicer

Slicer can also be used to mention a date range and get data in particular date ranges.

REALTIME UPDATE of data:

After making changes in the excel, save it. Now open PowerBI --> Home --> Refresh
All the data will be automatically updated.

How to Edit Interactions?

Select a visual --> Format --> Edit Interactions --> select reaction buttons like None,Highlight,Filter.

None- that particular will not react

Highlight- faded presentation

Filter- only relevant data will be displayed

Creating dashboard on Phone

PowerBI online version --> Upload the data

Download mobile app to access the dashboards.