Power BI - Creating and configuring a Dashboard Tutorial

In this video, you will learn about creating and configuring a dashboard using Microsoft 365. The video covers the steps to create a dashboard and configure it to display relevant information.
This will help you stay organized and easily access important data.

2:50
4032 views

Available in Microsoft365

Objectifs :

This video aims to guide users through the process of creating a dashboard in Power BI Service, highlighting the importance of dashboards for decision-making and providing step-by-step instructions on pinning visuals and customizing dashboard elements.

Chapitres :

Introduction to Dashboards in Power BI
Dashboards in Power BI are powerful tools that provide a comprehensive view of the information necessary for decision-making. This video focuses on how to create a dashboard using visuals from Power BI Desktop reports.
Creating a New Dashboard
To create a new dashboard, follow these steps: 1. Navigate to the Power BI Service. 2. Place your cursor over the visual you wish to pin. 3. A dialogue box will appear; select the option to pin the visual. 4. If no existing dashboard is available, you will need to name your new dashboard before clicking 'Pin'. 5. A confirmation message will appear at the top right of the page, indicating that your visual has been successfully pinned.
Pinning Visuals to an Existing Dashboard
You can continue to pin other visuals to your dashboard. To pin to an existing dashboard: - Ensure that the existing dashboard option is available (it may be grayed out if no dashboards exist). - Select the existing dashboard option and pin the visual. - You can pin visuals from different reports, pages, or even other dashboards, allowing for the creation of summary tables.
Understanding Tiles
Once a visual is pinned to a dashboard, it is referred to as a 'tile'. Tiles can be managed within the dashboards section of your workspace. You can select a dashboard from the list to view its contents.
Adding Special Tiles
In addition to visuals, you can add special tiles that contain other elements such as: - Images - Online videos - Text boxes - Enriched web content To add a tile, click on 'Add Tile' in the menu at the top of your dashboard. The Details Pane will open, allowing you to edit the information for the new tile.
Custom Links and Navigation
You can define custom links for tiles to redirect users and create new navigation paths. This feature enhances the interactivity of your dashboard.
Managing Your Dashboard
To manage your dashboard, click on the ellipsis next to the dashboard name in your workspace. This will provide options to: - Open the dashboard - Share it with others - Rename it - Remove it - Disable the Questions and Answers feature, if necessary.
Conclusion
Creating and managing dashboards in Power BI is essential for effective data visualization and decision-making. By following the steps outlined in this video, users can enhance their dashboards with visuals and custom elements, making their data more accessible and actionable.

FAQ :

What is the purpose of a dashboard in Power BI?

A dashboard in Power BI serves as a consolidated view of key metrics and visualizations, enabling users to monitor performance and make data-driven decisions at a glance.

How do I pin a visual to a dashboard?

To pin a visual to a dashboard, hover over the visual you want to pin, click on the pin icon, choose to create a new dashboard or select an existing one, and then confirm by clicking 'Pin'.

Can I pin visuals from different reports to the same dashboard?

Yes, you can pin visuals from different reports and pages, as well as from other dashboards, to create a comprehensive dashboard.

What types of elements can I add to a dashboard?

In addition to visuals, you can add various elements such as images, online videos, text boxes, and enriched web content to your dashboard.

What is a tile in Power BI?

A tile is an individual visual or element on a dashboard that represents a specific piece of information or data, allowing for easy access and monitoring.

How can I share my dashboard with others?

You can share your dashboard by clicking on the ellipsis next to the dashboard name and selecting the share option, allowing others to view or collaborate on it.

Quelques cas d'usages :

Sales Performance Monitoring

A sales manager can create a dashboard in Power BI to monitor key sales metrics, such as total sales, conversion rates, and customer acquisition costs, by pinning visuals from various sales reports. This allows for quick decision-making and strategy adjustments.

Marketing Campaign Analysis

A marketing team can use Power BI dashboards to track the performance of multiple campaigns by pinning visuals that display metrics like engagement rates, click-through rates, and ROI. This helps in evaluating the effectiveness of different marketing strategies.

Project Management Overview

Project managers can create a dashboard that consolidates project timelines, resource allocation, and budget tracking by pinning relevant visuals from different project reports. This provides a comprehensive view of project health and progress.

Financial Reporting

Finance teams can utilize dashboards to visualize key financial indicators such as revenue, expenses, and profit margins by pinning visuals from financial reports. This aids in financial analysis and forecasting.

Customer Support Tracking

Customer support managers can create a dashboard to monitor support ticket resolution times, customer satisfaction scores, and agent performance by pinning relevant visuals. This helps in identifying areas for improvement in customer service.

Glossaire :

Power BI Service

A cloud-based service that allows users to create, share, and collaborate on business intelligence reports and dashboards.

Dashboard

A visual interface that consolidates and displays key metrics and data visualizations, allowing users to monitor performance and make informed decisions.

Pinning

The process of adding a visual from a report to a dashboard, allowing it to be easily accessed and viewed.

Tile

An individual visual or element on a dashboard that represents a specific piece of information or data.

Details Pane

A section in Power BI where users can edit and configure the properties of a selected tile or dashboard element.

Custom Link

A hyperlink that can be added to a tile, directing users to a specific webpage or resource.

Questions and Answers

A feature in Power BI that allows users to ask natural language questions about their data and receive visual answers.

00:00:06

we will look more closely in this video at how to create a dashboard.

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As a reminder, dashboards are powerful tools that allow you

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to see at a glance all the information you need to make decisions

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and to monitor the most important information about your activities.

00:00:24

To create a dashboard, go to the Reports section of My Workspace,

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and select the report that we published earlier from Power BI Desktop.

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In this report, place your cursor over the visual that you would like to pin

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and then select this icon to pin the visual to a dashboard.

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A dialogue box will open,

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or you can pin the visual to an existing dashboard

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or create a new dashboard.

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In our case, the existing dashboard option is grayed out

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because no dashboard has been created in our workspace as of yet.

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Name your dashboard and then click on Pin.

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A message will be displayed at the top right of your page

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to inform you that your visual has been pinned.

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You can take advantage of this to create a Phone View of your dashboard

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or to access it.

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Continue pinning other visuals,

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but this time choose Existing Dashboard

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and in the dropdown list select the dashboard that we created earlier.

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You can pin visuals from different reports and pages

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or even from other dashboards.

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For example, you can do this if you have a collection of dashboards

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and you want to create a summary table.

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Once a visual has been pinned to a dashboard, it is called a tile.

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Your dashboards including the new ones

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will appear in the Dashboards section of your workspace.

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Select a dashboard from the list to display it.

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You can also add special tiles that instead of containing a visual

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will contain other elements such as an image,

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an online video, a text box or enriched web content.

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To do so, click on Add Tile in the menu at the top of your dashboard.

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The Details Pane will open where you can edit

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the information as you would for any other tile.

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You can also define a custom link to redirect your associates

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and create a new navigation path when they click on the relevant tile.

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Finally, when you click on the ellipsis next to the name of the dashboard

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in the Dashboard section of your workspace, you can open,

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share, rename, remove and change the settings of your dashboard,

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for example by disabling

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the Questions and Answers feature on your dashboard.

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