Power BI - Consulting and using a Dashboard Tutorial

In this video, you will learn about consulting and using a dashboard in Power BI.
The video covers how to set a specific dashboard as featured when launching Power BI, add dashboards to favorites for easy access, and subscribe to dashboards to monitor their activity.
It also explains how to use natural language to ask questions of your data and provides tips on editing visuals in Power BI.
This tutorial will help you effectively utilize dashboards and enhance your data analysis skills.

3:08
3650 views

Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive overview of how to effectively use dashboards in Power BI, including setting featured dashboards, adding favorites, subscribing to dashboards, and utilizing natural language queries for data analysis.

Chapitres :

Introduction to Power BI Dashboards
Power BI dashboards serve as a central hub for visualizing and interacting with your data. This guide will walk you through the essential features of dashboards, including how to customize your experience and leverage the platform's capabilities.
Setting a Featured Dashboard
When you open Power BI, it automatically displays the most recently used dashboard. If you prefer a specific dashboard to appear each time you launch the application, you can set it as featured. To do this, follow these steps: - Open the desired dashboard. - Click on 'Set As Featured' in the upper navigation bar. - Confirm your choice by clicking on 'Disable Featured' if you wish to change it later. This feature allows for quick access to your preferred dashboard.
Adding Dashboards to Favorites
Power BI allows you to add dashboards to your favorites for easy access across all workspaces. To add a dashboard to your favorites: - Click on 'Favorite' in the upper navigation bar. - The star icon will turn yellow, indicating that the dashboard has been added to your favorites. - Access your five most recent favorites by clicking the arrow next to the Favorites section. If you have more than five, select 'See All' to view the complete list. To remove a dashboard from your favorites, click the star icon either on the favorites screen or in the upper navigation bar of the dashboard.
Subscribing to Dashboards
You can subscribe to a dashboard to monitor its activity and receive email updates. To subscribe: - Click on 'Subscribe' within the dashboard. - You will receive notifications in your inbox, ensuring you stay informed about any changes or updates. Note that you can subscribe to one dashboard at a time.
Using Natural Language Queries
Power BI features a powerful language recognition engine that allows users to ask questions about their data using natural language. This functionality is currently available only in English. To utilize this feature: - Use the input area at the top of your dashboard to type your question. - Power BI will display prompts suggesting terms based on your data. - Click on a suggestion to view the results, which are typically displayed as a simple table or card. As you type, Power BI will assist you in formulating the right question and will interpret your input in real-time, selecting the best visualization type for your query.
Editing Visuals Created from Queries
Once you have generated a visual from your natural language query, you can edit it at any time. To do this: - Use the Visualizations and Fields pane to make adjustments. - If you have previously pinned the visual, note that edits will not be applied until you pin the new version and remove the old one. This allows for continuous refinement of your data presentation.
Conclusion
In summary, Power BI dashboards offer a range of features that enhance data interaction and visualization. By setting featured dashboards, adding favorites, subscribing for updates, and utilizing natural language queries, users can significantly improve their data analysis experience. Understanding these functionalities is crucial for maximizing the potential of Power BI in your data-driven decision-making.

FAQ :

How do I set a specific dashboard as featured in Power BI?

To set a specific dashboard as featured, open the dashboard and click on 'Set As Featured' in the upper navigation bar. Confirm your choice to make it the featured dashboard.

What is the purpose of the Favorites feature in Power BI?

The Favorites feature allows users to quickly access their most-used dashboards from all workspaces. You can add a dashboard to your favorites by clicking on 'Favorite' in the upper navigation bar.

Can I receive email notifications for dashboard activity?

Yes, you can subscribe to a dashboard to receive email notifications about its activity. Click on 'Subscribe' in the dashboard to enable this feature.

How does natural language processing work in Power BI?

Power BI's natural language processing allows users to ask questions about their data using conversational language. You can type your question in the designated area, and Power BI will suggest terms and display results based on your query.

What should I do if I want to edit a visual created from a natural language question?

To edit a visual created from a natural language question, use the Visualizations and Fields options. If you have pinned the visual before editing, you will need to pin it again after making changes.

Quelques cas d'usages :

Setting Up a Featured Dashboard for Regular Monitoring

In a sales department, a manager can set a specific sales performance dashboard as featured in Power BI to ensure it is displayed every time they log in. This allows for quick access to key metrics and facilitates regular monitoring of sales targets.

Using Favorites for Quick Access to Key Dashboards

A marketing analyst can use the Favorites feature to mark dashboards related to campaign performance. This enables them to quickly access these dashboards from any workspace, improving efficiency in reporting and analysis.

Email Notifications for Dashboard Updates

A project manager can subscribe to a project status dashboard to receive email notifications about updates. This ensures they stay informed about project progress without needing to log in to Power BI constantly.

Leveraging Natural Language for Data Insights

A data analyst can use Power BI's natural language processing to ask questions about sales trends. By typing queries in conversational language, they can quickly generate insights and visualizations without needing advanced technical skills.

Editing Visuals for Enhanced Reporting

A business intelligence developer can create a visual using natural language and then edit it to better fit the reporting needs. They can adjust the visual type and data fields to ensure the report effectively communicates the desired insights.

Glossaire :

Power BI

A business analytics tool by Microsoft that provides interactive visualizations and business intelligence capabilities with a simple interface for end users to create their own reports and dashboards.

Dashboard

A visual interface that displays key metrics and data visualizations in a single view, allowing users to monitor performance and make data-driven decisions.

Set As Featured

A feature in Power BI that allows users to designate a specific dashboard to be displayed each time Power BI is launched.

Favorites

A feature that allows users to mark dashboards for quick access from all workspaces, making it easier to find frequently used dashboards.

Subscribe

A feature that enables users to receive email notifications about the activity of a specific dashboard.

Natural Language Processing

A technology that allows users to interact with data using conversational language, enabling them to ask questions and receive answers in a user-friendly manner.

Visualizations

Graphical representations of data in Power BI, such as charts, graphs, and tables, that help users understand and analyze data.

Fields

Data elements that can be used in Power BI to create visualizations, such as dimensions and measures from datasets.

00:00:06

or the person it has been shared with.

00:00:09

When you open Power BI, it displays the most recently used dashboard.

00:00:13

However, if you want Power BI to display a specific dashboard

00:00:17

each time it is launched, you must define it as the featured dashboard.

00:00:21

To do so, open the dashboard

00:00:24

and click on Set As Featured in the upper navigation bar.

00:00:29

Then confirm your choice.

00:00:31

Note that you can remove the featured dashboard by

00:00:34

clicking on Disable Featured.

00:00:38

You can also add a dashboard to your favorites.

00:00:42

This feature allows you to access dashboards from all of your workspaces.

00:00:46

To add a dashboard to your favorites, click on Favorite

00:00:49

in the upper navigation bar.

00:00:51

The star will turn yellow and a link to the dashboard

00:00:54

will be added in the Favorite section.

00:00:56

Click on the arrow to the right of this section to

00:00:58

display the five most recent favorites.

00:01:02

If you have more than five favorites, select See All

00:01:05

to open the Favorite screen.

00:01:07

Note that you can click on the star either on the favorite screen

00:01:10

or in the upper navigation bar of a dashboard in order to remove favorites.

00:01:17

You can also click on Subscribe in a dashboard to monitor its activity.

00:01:22

This enables you to receive an email in your inbox

00:01:25

each time the data is updated.

00:01:27

Note that you can only subscribe once per dashboard.

00:01:31

Another way of using your dashboard is to let Power BI enter your questions

00:01:35

using natural language with a visual.

00:01:38

Power BI has a powerful language recognition engine

00:01:41

that allows you to ask questions of your data using

00:01:44

conversational expressions and questions, but only in English.

00:01:48

To ask questions of your data, use the area at the top of your dashboard.

00:01:52

When you click on it, Power BI will display prompts

00:01:55

suggesting terms based on your data.

00:01:58

You can click on a suggestion to see the results.

00:02:01

Often, these results will be displayed as a simple table or card.

00:02:07

Power BI will make other suggestions at the same time to

00:02:10

help you find what you are looking for.

00:02:14

You can also write an expression yourself using natural language.

00:02:18

And as you type text, Power BI will help you ask the right question.

00:02:24

It will then display its interpretation of your question

00:02:27

in real time and will choose the best type of visual to represent the answer.

00:02:33

Finally, as with any other visual in Power BI,

00:02:36

you can pin a visual to the dashboard of your choice

00:02:39

by selecting Pin Visual in the upper right corner.

00:02:45

At any time during the process, you can edit the visual

00:02:48

created by your question.

00:02:50

To do so, use the Visualizations and Fields panes on the right side of the screen.

00:02:56

However, if you have pinned the visual before editing it,

00:02:59

the edits will not be taken into account.

00:03:02

You will need to pin the visual again and to remove the previous one.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

6653 Views

Microsoft Power BI Video Training – Intermediate

In this course, we will discuss how to create relationships between your tables, how to create your own measures to perform more complex cal...

ALL COURSES