POWER BI
What is Power BI?
Power BI is a business intelligence tool of Microsoft that is mainly designed to curate and present data insights that are most intriguing and engaging. It is a versatile tool that can easily derive data origins, including cloud services and Excel spreadsheets.
Power BI is used by many businesses to create better visualization of data through charts, graphs, and other data interpretation techniques. Discover the art of Power BI more through the CCSLA exclusive PL-300: Microsoft Power BI Data Analyst course to gain valuable insights from industry leaders.
Furthermore, Power BI offers data refinement and structuring to enable the development of reports, presentations, and interactive dashboards. The Power BI works at its total capacity to convert data, clean it, and make it more appealing using visual elements. It facilitates sharing and collaboration using cloud services. It helps them to cooperate reasonably in the team and make data-driven decisions.
What is a Power BI Dashboard?
A power BI dashboard acts as a digital control center where vital information is stored. A visual approach enables data analysts to comprehend and view data. It makes it simple for them to follow the data insights and make developments in business operations. Understanding the fundamentals of Microsoft Power becomes essential in this case. Before learning to handle the Power BI dashboard, you can check the CCSLA’s PL-900T00: Microsoft Power Platform Fundamentals course.
How to Create a Power BI Dashboard: Step-By-Step Tutorial
To effectively understand how to create a Power BI dashboard, follow the below step-by-step tutorial:
Step 1: Import the Data You Want to Represent Visually
- First, log into your Power BI service account on your device.
- Now, an interface will open on your screen.
- On the Home screen’s lower left side, click the Get Data button.
- Multiple options will appear, such as Discover content and Create new content. In the Create New Content section, select Get on Files.
DATA from Excel sheet
Step 2: Choose the Data Sources
- You can connect to data from multiple sources, such as the Azure database or Synapse Analytics.
- Go to the Home section and click Get data under the “Create new content” database option.
- A typical list of data types will appear; click on the relevant database or data source.
Step 3: Create a Data Model
- To create a data model for your business, click “Create” in the Home section.
- Two options will appear: paste or manually enter and pick a published dataset. Choose the one option that suits your preference.
- Once the data model is created, you are set to visualize and establish relationships between charts and tables.
Step 4: Build a Relationship Between Tables
While learning how to create a Power BI dashboard, you should know how to build relationships between tables manually as well as through its autodetect features. If Power BI is unable to determine the proper relationship between two tables, it will not be able to create relationships automatically. So, knowing manual techniques also becomes essential.
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Step 5: Data Visualization
After importing and establishing relationships, you can start visualizing. Select a wide array of tools in Power BI to create a perfect report.
To get started with visualization, follow these steps:
- Go to My Workspace and click on Edit.
- Under Visualizations, you will see several charts, tables, and maps.
- You can use any of those tables, charts, maps, and other complex models like waterfalls, maps, gauges, funnels, etc.
- Drag and drop the visuals from the right sidebar to the axis.
- You can easily add multiple fields to each axis.
- Once you prepare a report, you can save it.
- To save, go to File> Save or Save as> Enter a name for the report, and then Apply.
Step 6: Design a Perfect Dashboard
Designing a perfect dashboard requires a skilled professional who knows how to handle Canvas. The dashboard is the only angle page that needs to be constructed so that all significant highlights of the story are adjusted there. So, the key thing to understand here is to play with better colors and fonts. Adding images, media, and other metrics makes visualization more engaging.
To add a dashboard theme:
- Go to the dashboard and click Edit.
- Click on the Dashboard theme. A dashboard pane will appear. Select the one pre-built theme like light, dark, or any custom-built theme.
- To create a custom-built theme, select Custom in the drop-down.
- You can add a background image from your storage to the theme by uploading a JSON file or simply copying and pasting the URL of the image.
To add images, texts, and videos:
- Click on the +Add a tile option.
- Now, add the media, whether image, text, video, or any web content.
- You can also add slicers, filers, drill-through options, etc., to engage stakeholders and attract their interest.o
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