A basic dashboard in Power BI can be created using the following steps:
- Connect to the data source: Connect to the data source you want to visualize in Power BI Desktop. You can connect to various data sources such as Excel, SQL Server, SharePoint, and more.
- Create a report: Create a report by dragging and dropping data fields from your data source onto the report canvas.
- Add visuals: Add visualizations such as pie charts, bar charts, line charts, and others to represent your data in a graphical form.
- Customize visuals: Customize your visuals by changing the colors, font, axis labels, and other properties.
- Add filters: Add filters to limit the data that is displayed in your visuals.
- Arrange visuals: Arrange your visuals on the report canvas in a way that makes sense for the story you want to tell.
- Preview report: Preview your report by clicking the “View Report” button.
- Publish: When you’re satisfied with your report, publish it to the Power BI Service by clicking the “Publish” button.
- Add to a dashboard: Once your report is published, you can add it to a dashboard by clicking the “Add to dashboard” button.
- Customize dashboard: Customize your dashboard by adding filters, changing the background color, and arranging your report tiles.
Your Power BI dashboard is now ready and can be shared with others or embedded in a website or application.
Create a Power BI Report
To create a Power BI Report, follow these steps:
- Open Power BI Desktop.
- Create a new report.
- Connect to your data source(s) by clicking on “Get Data”.
- Import the data into Power BI Desktop by clicking on “Load” or “Transform Data” for data cleaning and transformation.
- Create a report by selecting the data fields you want to display in your report.
- Select the visualization type that best represents your data.
- Customize the report by changing the layout, adding or removing columns and rows, and modifying the formatting.
- Preview your report by clicking on “View” and make any necessary changes.
- Save your report by clicking on “Save As” and provide a name for your report.
- Publish your report to the Power BI service by clicking on “Publish” in the Home tab.
Note: These are general steps and may vary depending on the complexity and scope of your report.
Create a Power BI Dashboard
A Power BI dashboard is a visual representation of your data that provides an at-a-glance view of your data insights. You can create a Power BI dashboard by following these steps:
- Connect to your data source: Connect to the data source you want to use for your dashboard. You can connect to data from various sources including Excel, databases, cloud services, etc.
- Create a report: Using the Power BI Desktop, create a report that visualizes your data. You can use various visualizations such as bar charts, line charts, pie charts, etc. to represent your data.
- Create a dashboard: After creating a report, you can create a dashboard by clicking on the “New dashboard” button. You can choose from a variety of templates or create your own dashboard from scratch.
- Add visualizations: You can add the visualizations from your report to the dashboard by clicking on the “Pin” icon in the report and selecting “Pin to dashboard.”
- Customize the dashboard: You can customize the dashboard by rearranging the visualizations, changing colors and fonts, adding a title, and adding filters and slicers.
- Share the dashboard: Finally, you can share the dashboard with others by publishing it to the Power BI service or embedding it in another application.
By using a Power BI dashboard, you can quickly get insights into your data and make informed decisions.
Publish and Share Reports and Dashboards
Power BI reports and dashboards can be published and shared by following these steps:
- Open Power BI Desktop, select the report you want to publish and click on the “Publish” button.
- After the report is published, open the Power BI Service. You will see the report listed in the workspace where it was published.
- To share the report, click on the “Share” button in the top right corner of the report.
- In the Share dialog box, enter the email addresses of the users you want to share the report with, select the access level (view, edit, or contribute), and enter any additional message if required.
- Click on the “Share” button to send the share invitation to the users.
For sharing a Power BI Dashboard, the process is similar to that of a report, with the additional option of creating a shared workspace, where multiple reports and dashboards can be shared among a group of users.
Note: The user receiving the report or dashboard must have a Power BI Pro or Power BI Premium license to access the content.