Dashboard Using Power BI

Power BI is a very big deal for the world of Business Intelligence. Excel is primary tool for data analysis and reporting. This course will provide you knowledge to move from Excel based Charts and Dashboards to interactive Dashboards on your desktop. The course uses Sales Data, Profit & Loss Statement data and HR data as data samples to create Dashboards without formulas.

My Data in Excel/SQL

Microsoft Power BI – the Journey

Power BI
On my Desktop (to use Excel files)

Power BI on Desktop
Bringing Excel Files to Power BI
Getting Excel Data into Power BI
Excel Data - Dos and Donts / Best Practices
Naming of Table
Naming of columns
Date format only - No columns for Month / Qtr/ Year
Data type:
Using multiple sheets or multiple files for data.

Making Charts on Power BI Desktop
Type of Visualizations
Default visuals
Bar
Column
Line
Combo
Card
Donut
Pie
Table
Matrix
Slicers
Line
Funnel
Text Box
Bubble/Scattered Chart
Map
Filled Map
Tree Map
Gauge Chart
Area Chart
Waterfall
Custom Visuals

Frequently Used Formatting in Visuals
Data Labels
Title
Font size
Showing in Millions or Thousands - how to
Seeing data not visualized - hovering - tool tip
Using your Corporate Colors
Legend
Color
Tooltip
Axes
Title
Border
Data Color
Axis title and scale
Category Witdth: Column Width
Multiple Dimensions: Drill Down
Conditional Formatting in Tables

Interactivity in Power BI Reports / Interactivity amongst Charts
Use of Slicers - Page Level only
Use of Filters
Chart Level
Page Level
Report level

Combination of Charts Makes a Report
Saving your Report - the file type ".PBIX"

Sharing the Dashboard
Within same organization
Across organizations
Need to create Power BI account

Steps to Change Dashboard from Previous Month to Current Month
Adding new (Jan 2017) data -In Excel copy paste
In Reports - use SLICER for Jan 2017
In Reports - PIN the month level chart
See the Dashboard

Good Practices
Make all changes in either on Desktop Power BI or Power BI web only
Do not move the location of Excel data file