How to create a dashboard in Power BI?
With Power BI, we can offer interactive dashboards with data from different databases. The dashboard consists of boxes from reports and is a single page. (Reports can be more than one page) So for the dashboard; We can say that it is our summary story consisting of the most important visuals we want to tell. Now let's create a dashboard from scratch step by step in Power BI and examine it in detail.
Create an account on Power BI
To create a dashboard in Power bi, we must first have a valid address. You can log in with your work address or student address. If you do not have a valid address, you will receive this warning.
You can find the detailed article about creating an account here->” How to create Power BI account?”
When a valid address is entered, the Power BI home page will open. Let's examine this page now.
Home page at a glance
1. Trial Indicator
Power BI is available for free, pro, and premium. While using it for free, it has the same technical usage as the others. When you become a new member, it gives you a 60-day Pro membership. You can find detailed information about the Power BI license in this article. ->” How to create a Power BI account?”
2. Left Menu
- Home: The screen that appears when we enter with a valid address. We use this field to switch to other pages.
- Favourites: We can add our works to favourites and then look at them in this area.
- Recent-> Our latest work is kept in this section.
- Create: This is the partition we use to generate the reports. We'll take a closer look at it shortly.
- Goals: This is the section where the projects and goals within the team are monitored and managed.
- App: There can be many reports and dashboards made by users within the institution. As time passes, it becomes very difficult to remember their names. With the app, they are all kept in the same place. This makes it easier to look back. Users can easily download works from app sources.
- Shared with me: Works shared by other users with you are included in this area.
- Learn: How to use Power BI? What did users say about power BI?.. You can find a lot of educational information such as Power bi community from here.
- Workspaces: With the workspace, we can create workspaces with different names. Thus, we can save the reports we make and the dashboards we create under separate headings. We'll see how to create a board soon. We will use this space there often.
I created a workspace called 'ayşe ayaz ' under these workspaces, I created a dashboard called 'example'. We will use this dashboard area in the future. Now that we have created the workspace, we can move on to creating a dashboard.
How to create a Power BI Dashboard?
Step 1: Create the workspace
Workspaces ->Create a workspaces
After clicking here, a new field opens. In this area, we can give a name to our worksheet, make a description, upload an image for our workspace.
We can see the workspaces we have created from the workspaces area. When I select my 'lesson 1' workspace, we can see these areas.
These fields are now empty. To fill in the headings here, we need to go to the field on the page that opens.
Step 2: Create a dashboard
Dashboards consist of our reports. In the reports we make, we move our boxes to the dashboard using pins. That's why there should be a dashboard area here. Because after pinning, choose one of the dashboards here (Also, we can create a new dashboard as soon as we pin.)
Now let's create a dashboard
I named the dashboard I created 'Dashboard-1'.
Now we can see the dashboards we created in 'lesson1' workspaces.
We have created a dashboard field. Now let's add indicator tiles here. I mentioned above that the dashboard consists of reports. So we need a report. So how do we generate reports?
How to create a report on Power BI?
We can create the reports in 3 ways:
Option 1: From the lesson section
Lesson1-> New-> Reports
Option 2: From the left menu
We can use the 'create' field on the left of the screen.
Option 3: From the app
Download the app, the app to We can open a new report screen with
If we have opened a new report page, we can now start generating the report.
After downloading Power Bi, the option to connect data appears. I will not show data binding in this article. You can refer to this article on data binding. ->” How to add data in Powe Bi ?”
Power BI Workspace overview
Area 1: Fields
We may have added the data from the cloud or from a data source. On the right side of the workspace, we can see the data we have added. In this study, I will use CSV data named 'HollywoodsMostProfitableStories'.
I am attaching this dataset here. You can use it too. We can see which variables the data contains.
Area 2: Visualisation
We will use this field when visualizing the data we add. Here are the most used chart types. A line chart, pie chart, bar chart, etc. We can access other graphic types by clicking '…'. On the page that opens, we can download the graphic type we want and use it easily in our worksheet.
Area 3: Canvas
This is where our work will be shown. We can call it canvas here. It is enough to click on our data and the chart type we want. Let's start with an example.
This dataset contains some of Hollywood's most profitable stories. We can start by looking at profitability by year. Before I begin, I would like to address the strangeness of the data.
Dimensions and distances in our dataset are separated. We can distinguish it from the operator next to it. Next to the year, we see the expression ∑. There should be a calendar-like icon next to the date variable. There is no ∑ next to the profitability variable. Accepted as a measure.
How to clean data on Power BI?
First of all, we need to clean our data. For this, follow the steps below.
Step 1: Load data
Menu-> Get Data (You can refer to this article on data binding. ->” How to add data in Powe Bi ?” )
When we open a new page and start working, this screen appears. We can check the accuracy of the data here.
Step 2: Transform data
We can change the wrong ones from this page.
After these edits, the data in my worksheet now looks like this.
My data is ready to run. I want to look at the profitability by years and I choose Pie chart for it.
A pie chart appeared on the screen. To add my chart data, I just click on the boxes next to the variables.
That's it. In this way, we can choose the chart types we want for other analyzes we want to do. I'm adding a few charts and creating my first report page.
Reports can be multiple pages. In this study, I created a 1-page report. Dashboard, on the other hand, consists of a single page. That's why we only need to include the best images that describe my analysis.
Now we are in the last step to create the dashboard. Publish your report. To do this, click 'publish' in the upper right. A screen will come up.
We need to save this work first. Let's look at the screen that appears after the registration process.
It asks which workspace to use for publishing. We created two workspaces. I'm saving this work in 'lesson1'.
Publishing completed successfully. Now let's see how my workspace looks like
Since I saved the report I made as 'sample1', it came here with the same name. When we click on sample1 with the blue icon at the top, we can see the report we made.
This screen is the report we just created. From here we need to decide which image we want to be on our dashboard. I want to see the profitability that changes over the years on my dashboard. So I came to the box I wanted and clicked on the pin.
We will decide which dashboard we will add to this box that we have pinned. You can use the dashboards we have created before. or we can create the tile while redirecting.
We can have more than one dashboard while running. In the first part of the article, we created two dashboards. (Dashboard-1 and dashboard-2 ) Now we will select the dashboard with the screen that comes up.
Existing Dashboard-> Uses existing dashboards (you can find how the dashboard is created in the first part of the article)
New dashboard-> create a new dashboard and send the pinned box there. I chose Dashboard1 and my box showed profitability by the year went there.
Let's look at side dashboard-1. For this, we can go to dashboard1 from the main screen or the workspace.
Yes, our dashboard looks like this. Let's see what we can do from the top tab.
• We can duplicate the dashboard.
• We can adjust the Permissions we grant when sharing with others
• We can print the dashboard We can share with others by entering Share-> e-mail.
Chat in teams->This is the chat area with other users in your group
Comment-> We can give feedback from this area for dashboards
Subscribe-> We can use the subscribe section to have up-to-date information about the boards or reports. Here, we can choose the frequency we want to receive notifications and receive notifications accordingly.
Edit->We can format the dashboard. Can add description
We created a dashboard from scratch. I explained step by step from opening an account to the last stage. I hope you found it useful.