How to create a dashboard with Power BI

How to create a dashboard with Power BI

 

Creating a dashboard with Power BI involves several steps:

  1. Connect to your data: Start by connecting Power BI to the data sources you want to use in your dashboard. This can include Excel files, SQL Server databases, and cloud-based data sources like Azure.

    Power BI can connect to a wide range of data sources, including:

    • Excel files: Power BI can connect to Excel workbooks, either stored on your computer or in the cloud, such as OneDrive or SharePoint.
    • SQL Server databases: Power BI can connect to SQL Server databases, either on-premises or in the cloud, such as Azure SQL Database.
    • Cloud-based data sources: Power BI can connect to cloud-based data sources, including Azure Data Lake Storage, Azure SQL Database, and Azure Synapse Analytics.
    • SharePoint lists: Power BI can connect to SharePoint lists and display the data in a visual format.
    • Other databases: Power BI can also connect to other databases, such as Oracle, MySQL, and PostgreSQL.
    • Web content: Power BI can connect to web content, such as web pages, REST APIs, and OData feeds.
    • Big data sources: Power BI can also connect to big data sources, such as Apache Spark and HDInsight.



    Power BI can connect to a wide range of data sources, making it a versatile tool for data visualization and business intelligence. Whether you need to connect to an Excel file, a SQL Server database, or a cloud-based data source, Power BI has the capability to do so.

  2. Create a report: Once your data is connected, you can create a report in Power BI Desktop. A report is a collection of visuals that display data in a way that provides insights and answers questions about your data.

  3. Add visuals: Add the visuals you want to use in your dashboard. Power BI provides a wide range of visualizations, including charts, tables, maps, and more. You can customize these visuals to meet your specific needs.

  4. Create calculations with DAX: If you need to create custom calculations, you can use DAX (Data Analysis Expressions) to do so. DAX is a formula language used in Power BI to create calculated fields and measures.

  5. Organize your report: Arrange the visuals on your report in a way that makes sense and is easy to understand. You can also add page navigation and filters to help users focus on the information they need.

  6. Publish your report: Once you're satisfied with your report, you can publish it to the Power BI Service. This allows others to access the report from anywhere and on any device.

  7. Create a dashboard: Once your report is published, you can create a dashboard in the Power BI Service. A dashboard is a collection of visuals from one or more reports that are displayed on a single page. You can arrange the visuals on the dashboard and add filters and interactions to help users focus on the information they need.

Creating a dashboard with Power BI involves connecting to data, creating a report, adding visuals, creating calculations with DAX, organizing the report, publishing the report, and creating a dashboard in the Power BI Service. With these steps, you can create a powerful and customizable dashboard that provides insights and answers questions about your data.

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