Power BI - Manipulating tiles in a Dashboard Tutorial

In this video, you will learn how to manipulate tiles in a dashboard using Microsoft 365. The video covers the steps to personalize your dashboard by adding, rearranging, and removing tiles.
You will also learn how to customize the appearance of the tiles and create subsets of contacts with tags.
This tutorial will help you optimize your dashboard and improve your productivity with Microsoft 365.

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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on how to customize and manage tiles in a dashboard, including resizing, moving, editing details, and utilizing various features for enhanced data visualization.

Chapitres :

Introduction to Dashboard Customization
Dashboards are essential tools for visualizing data effectively. This guide will walk you through the steps to customize your dashboard tiles, allowing for a more tailored and efficient data presentation.
Resizing and Moving Tiles
To resize a tile, simply drag its handles inwards or outwards. Moving a tile is equally straightforward; click on the tile and drag it to your desired location on the dashboard.
Editing Tile Details
You can edit the details of a tile by accessing the Details pane. To do this, hover your mouse over the tile, click on the ellipsis in the upper right corner, and select 'Edit Details.' Here, you can modify the tile title, subtitle, date, time, and even create a custom link.
Accessing Underlying Data
By default, clicking on a tile will take you to the originating report, allowing you to view the underlying data. However, you can change this behavior by creating a custom link in the Details Pane of the tile's organization homepage.
Editing Tile Aspects and Data
To edit the tile's aspect or data, click on the ellipsis and select 'Go To Report' or simply click on the tile. Once in the report, click on 'Edit Report' in the top menu to enter creation mode. After making your edits, remember to click 'Save' to apply the changes.
Additional Features Available
Several features can be accessed by clicking on the ellipsis, including: - **Open in Focus Mode**: This allows you to concentrate on a specific graphic or visual, utilizing the entire dashboard space. - **Export to Excel**: Export the data displayed by the visual to a CSV file. - **View Insights**: Display a summary of the data represented on the tile, organized by minimum or maximum range or total. - **Pin Tile**: Pin the tile onto another dashboard for easy access. - **Delete Tile**: Remove the tile from the dashboard.
Setting Alerts on Tiles
You can define alerts on card tiles by clicking on the ellipsis and selecting 'Manage Alerts.' In the pane that opens, click on 'Add Alert Rule,' define the condition and threshold, and choose whether to receive an alert email. Confirm your choices by clicking 'Save and Close.' You can set multiple alerts for the same tile.
Conclusion
Customizing your dashboard tiles enhances data visualization and accessibility. By following the steps outlined in this guide, you can effectively manage your dashboard to better meet your data presentation needs.

FAQ :

How do I resize a tile on my dashboard?

To resize a tile, simply drag its handles inwards or outwards until it reaches the desired size.

Can I edit the details of a tile?

Yes, you can edit the details of a tile by hovering over it, clicking on the ellipsis in the upper right corner, and selecting 'Edit Details' from the menu.

What happens when I click on a tile?

By default, clicking on a tile will take you to the originating report, allowing you to view the underlying data of the visual.

How can I create a custom link for a tile?

You can create a custom link in the Details Pane of the tile by editing the tile's properties and specifying the link you want to use.

What is Focus Mode and how do I use it?

Focus Mode allows you to concentrate on a specific visual by expanding it to fill the entire dashboard space. You can activate it by clicking on the ellipsis and selecting 'Open in Focus Mode.'

How do I set up alerts for a tile?

To set up alerts, click on the ellipsis, select 'Manage Alerts,' and then click 'Add Alert Rule' to define the conditions and thresholds for the alert.

Quelques cas d'usages :

Customizing Dashboard Layouts

In a marketing department, team members can customize their dashboard layouts by resizing and moving tiles to prioritize key metrics, such as campaign performance and lead generation, enhancing their ability to make data-driven decisions.

Creating Custom Links for Reports

A project manager can create custom links in the Details Pane of tiles to direct team members to specific project reports, streamlining access to relevant data and improving collaboration.

Using Focus Mode for Presentations

During a client presentation, a sales representative can use Focus Mode to highlight specific visuals, ensuring that the audience's attention is directed to the most important data points.

Exporting Data for Analysis

A data analyst can export visual data to Excel for further analysis, allowing for advanced calculations and data manipulation that may not be possible within the dashboard interface.

Setting Alerts for Key Metrics

A finance team can set alerts on card tiles to monitor critical financial thresholds, ensuring they are notified immediately if any key performance indicators fall below acceptable levels.

Glossaire :

Dashboard

A dashboard is a visual interface that displays key performance indicators (KPIs) and other important data points in a consolidated view, allowing users to monitor and analyze information at a glance.

Tile

A tile is a visual element on a dashboard that represents a specific data point or metric. Users can interact with tiles to view more detailed information or perform actions.

Details Pane

The Details Pane is a section of the dashboard interface where users can view and edit the properties of a selected tile, including its title, subtitle, and custom links.

Ellipsis

An ellipsis is a three-dot icon (•••) used in user interfaces to indicate that more options or actions are available for a selected item.

Focus Mode

Focus Mode is a feature that allows users to concentrate on a specific visual or graphic by expanding it to fill the entire dashboard space, minimizing distractions from other elements.

Export to Excel

Export to Excel is a function that enables users to download data displayed in a visual as a CSV file, which can be opened and manipulated in spreadsheet software like Microsoft Excel.

Pin Tile

Pin Tile is a command that allows users to attach a tile from one dashboard to another, making it easier to access important visuals across different dashboards.

Manage Alerts

Manage Alerts is a feature that enables users to set up notifications for specific conditions related to tile data, allowing them to receive alerts when certain thresholds are met.

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of visuals in a dashboard as you wish.

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To resize a tile, drag its handles inwards or outwards.

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To move a tile, simply click on it and drag it to another location.

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You can edit the details of a tile by opening the Details pane.

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To do so, hover your mouse over the tile.

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Then, click on the ellipsis in the upper right corner

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and choose Edit Details.

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From there, you can edit the tile title and subtitle

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including the date and time of its most recent update

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as well as other details such as the creation of a custom link.

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By default, when you click on a tile from the dashboard,

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you will access the originating report.

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This will allow you to quickly display the underlying data of a visual.

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However, you can modify this behavior by creating a custom link

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in the Details Pane of the tile;

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for example, to redirect users to an organization's homepage

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when they click on its logo image.

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To edit the tile aspect or data, you must go to the originating report.

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To do so, click on the ellipsis and then on Go To Report

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or simply click on the tile.

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Once you're in the report, click on Edit Report in the top menu

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to open the report in creation mode.

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Select the tile

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and then use the Visualizations and Fields panes as explained earlier.

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Once you have completed your edits, click on Save to save them.

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Other features are available when you click on the ellipsis,

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including the following commands:

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Open in Focus Mode,

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which allows you to focus on a graphic or a particular visual

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- when you use this command, the tile will include the entire dashboard space -

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click here to exit Focus Mode;

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Export to Excel, which allows you to export the data displayed

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by the visual to a CSV file;

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View Insights, which allows you to display the summary of the data

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represented on the tile by minimum or maximum range or by a total

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- it also suggests other ways of representing your data,

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which you can pin onto your dashboard;

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Pin Tile, which allows you to pin the tile onto another dashboard;

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and the last command, Delete Tile,

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which allows you to delete the tile.

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Finally, you have the option of defining alerts on tiles,

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but only card tiles.

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To do so, click on the ellipsis and then on Manage Alerts.

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In the pane that opens, click on Add Alert Rule.

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Define the condition and the threshold

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and choose whether or not you want to receive an alert email.

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Next confirm your choice by clicking on Save and Close.

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Note that you can define several alerts for the same tile.

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