Creating Power BI (Business Intelligence) Dashboard - Locus IT Services
+91 888 0702 418
info@locusit.com
  • Microsoft-Partner
  • Microsoft-Partner-Network-ERP-CRM
  • ERP
    CRM
  • sage
  • | Partner

Creating Power BI (Business Intelligence) Dashboard

Locus IT ServicesBI Dashboard ServicesCreating Power BI (Business Intelligence) Dashboard

Creating Power BI (Business Intelligence) Dashboard

In this Article, we’ll show you different ways of creating a Power BI Dashboard – from a report, from scratch, from a Power BI datasets, by duplicating an existing dashboard, and more.

It can appear to be overwhelming when you’re first getting started, so we’ll start by creating a quick and easy dashboard by pinning visualizations from a report that’s already been built.

Once you complete this quickstart, you’ll have a good understanding of the relationship between reports and dashboards, opening Editing view in the report editor, pinning tiles, and navigating between a dashboard and a report. Then use links in the Table of Contents on the left and select Next steps at the bottom to move on to more advanced topics.

Who can create a Dashboard using Power BI?

Creating a Power BI dashboard is a creator feature and requires edit permissions to the report. Edit permissions are accessible to report creators and to those colleagues the creator grants access.

For instance, if David creates a report in workspace ABC and then adds you as a member to that workspace then you and David will both have edit permissions. On the other hand, if a report has been shared directly or as part of a Power BI application, you won’t be able to pin tiles to a dashboard.

Power BI Dashboard

Dashboard

Create a dashboard by pinning images and visuals from a report

Create a new dashboard by pinning images and visualizations from a report. Then follow the steps below to try it out yourself, using the Power BI Procurement Analysis sample.

Prerequisites

You have to download the “Procurement Analysis” sample Excel workbook and open it in Power BI service (app.powerbi.com).

Import a dataset with a report

We’ll import one of the Microsoft Power BI datasets as a sample data and we’ll use it to create our new dashboard. The sample data we’ll use is an Excel workbook with two PowerView sheets. When Power BI imports the workbook it’ll add a dataset and also Excel report to your workspace. The Excel report is automatically created from the PowerView sheets.

  1. Select exact link to download and save the Power BI Procurement Analysis sample Excel file. We recommend saving it in your OneDrive.
  2. Open Power BI service in your browser (app.powerbi.com).
  3. Select My Workspace.
  4. From the left nav, select Get Data.
  5. Select Files.
  6. Navigate to the location where you have saved the Power BI Procurement Analysis sample Excel file. Select it and choose Connect.
    Connect to files

    Connect to files

  7. For this exercise, select Import.
  8. When the Success message shows, select the x to close it.

Open report and pin some tiles to a dashboard

  1. Continue in the same workspace, select the Reports tab. The newly-imported report displays with a yellow asterisk. Select the report name to open it.
  2. The report opens in Reading view. Notice it has two tabs at the bottom: Spend and Discount Analysis Overview. Each tab represents a page of the report. Go to Edit report to open the report in Editing view.
    Report in Reading view

    Report in Reading view

  3. Hover over a visualization is to add a visualization to a dashboard, select the pin icon.
    Hover over tile

    Hover over tile

  4. Since we are creating a new dashboard, Click on option for New dashboard and give it a name.
    Power BI Dashboard

    Pin to dashboard dialog

  5. When you click on Pin, Power BI creates the new dashboard in the current workspace. When the Pinned to dashboard popup appears, select Go to dashboard. If you want to save the report, choose Save.
    Success message

    Success message

  6. Power BI opens the new dashboard tile and there is one tile that the visualization you just pinned.
    Power BI Dashboard

    Dashboard with one tile

  7. To return to the report, select the tile. Pin a more tiles to the new dashboard. when the popup Pin to dashboard displays, select Existing dashboard.
    Pin to dashboard dialog

    Pin to dashboard dialog

Pin an report page to the Power BI Dashboard

Instead of pinning one visual, you can pin an entire report page as a live tile. Let’s do it.

  1. Select the Spend Overview tab in the report editor to open the 2nd page of the report.
    Report tab

    Report tab

  2. If you want all of these visuals in your dashboard. In the upper-right corner of the menu bar, Click on Pin live page. In a dashboard live page tiles update each time the page is refreshed.
    Upper-right of report editor

    Upper-right of report editor

  3. When the popup Pin to dashboard displays, select Existing dashboard.
    Pin to dashboard dialog

    Pin to dashboard dialog

  4. When the Success message shows, Click on Go to dashboard. There you’ll see the tiles that you have pinned from the report. In the below example, we’ve pinned 2 tiles from page 1 of the report and one live tile that is page 2 of the report.
    Power BI Dashboard

    Dashboard

Congratulations on creating your first dashboard. Now you have a dashboard, there’s so much you can do with it.

Locus IT has worked with various industries to implement, develop, and improve on their business solutions. We provide Power BI staffing, Power BI upgradation, Power BI support and many other sevices. We’ll be happy to consult you to refine your current system or create a customized solution. For more details please contact us.

Locus IT Project Management Office
What’s it?