How to Build Power BI Dashboards



• Multiple Dashboards in different sheets
• Drill up / down on charts
◇ Year / Month / Date etc.
• Color saturation
• Custom chart type (by import)
• Security Manager Role
◇ Configurable to auto apply filter and restrict access of info
◇ Avoid producing different reports to different receipients

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Views



• Located at the left border
• Report View
• Table View
• Relationship View

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Measures



• Customize Columns with formula
• Indicated by calculator icon

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Aggregate Fields



• Power BI attempts to auto summarize fields so that we can use aggregate functions like min, max, avg on them
• Indicated by Sigma Sign in Relationship View
• To clear auto summarization on fields, go to Table View, select the table and column, Modelling > Do Not Summarize

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Data Category



• Specify data cateogry like postal code, country, longtitude etc for fields so that Power BI knows what to do with these columns
• In Table View, select column, Modelling > Data Category

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Building Report



• Select KPI icon and drag to report panel
• Cluster Column Chart
• Bubble Chart
◇ Play Axis

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Filtering



• Use Slicers
◇ Allows multiple filtering
• Highlight cross filtering
◇ Select an element in one chart and the remaining charts will highlight that element
◇ Single filter only

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Multi Row Cards



• Show high-level info

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Future Updates



• Home > Refresh

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Share Your Work



• Sharing dashboards with other via the Power BI Online Service requires each user to have a Pro license @ $10/month
• Can't protect worksheets or cells like Excel
• Home > Publish > select workspace
• Your work will be uploaded to Power BI service in the cloud. Receipient can open it using https://app.powerbi.com/<group> in a web browser
• The report can be saved, published to web, export to power point etc

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Quick Insights



• Available in Power BI Service (cloud)
• Look up trends, outliers, correlations in your dataset
• Can get further insights from the findings
• Findings can be pinned to Dashboard
• Dataset > Quick Insights
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Q&A



• Available in Power BI Service (cloud)
• Ask questions about the dataset by typing keywords and Power BI will automatically generate a chart for you
• You don't need to know the underlying data structures or how to create a chart
• For example type “Sales by chain”

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Source



• https://www.youtube.com/watch?v=BsXliHbOFDM

Index