Create a Dashboard in Power BI

Article byWallstreetmojo Team
Edited byAshish Kumar Srivastav
Reviewed byDheeraj Vaidya, CFA, FRM

Creating a Dashboard in Power BI

Dashboards can tell the story in a single page view and are also an interactive tool. So, Power BI is best suited to create such kinds of interactive dashboards. So, we will show you how to create an interactive sample sales dashboard in Power BI.

Below is the data we are using to build a dashboard. It is the dummy data of various mobile phones sold in different cities of India. You can download the Excel workbook to create a dashboard in Power BI.

You can download this Power BI Dashboard Sample Excel Template here – Power BI Dashboard Sample Excel Template
Power BI Dashboard Sample (Data)

How to Create a Sample Sales Dashboard in Power BI?

Follow the below steps to create a sample sales dashboard in power bi.

Upload Data to Power BI

  • Step 1: Open the Power BI file, and go to the “Home” tab. Click “Get Data” and choose the data source as “Excel.”
Power BI Dashboard Sample (Get Data)
  • Step 2: Choose the file from the saved location and click “Open.”
Power BI Dashboard Sample (Excel open)
  • Step 3: Before you upload the file, it will ask you to choose the Data Table, so choose the table name (My table name is “Mobile_Sales”) and click on “Load” to upload the selected table data to Power BI.
Power BI Dashboard Sample (Load)

It will take some time to upload.

Now, we can see the data in the “Data” view.

Power BI Dashboard Sample (Data Tab)

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Create New Calculated Column

  • From the Data Table, we have only “Units Sold” and “Price Per Unit” only, so we need to calculate “Total Sales.” Right-click on the table name and choose “New Column.”
Power BI Dashboard Sample (New Column)
  • It will ask you to name the column first, so give it a name as “Total Sales.”
Power BI Dashboard Sample (Total Sales)
  • This column will be calculated by multiplying “Units Sold” by “Sale Price.” So from the table, choose the “Units Sold” and “Sale Price” columns.
Power BI Dashboard Sample (Total Sales Formula)

It will create a new column in the table as “Total Sales.”

Power BI Dashboard Sample (Total Sales column)
  • We need to format this column as “Currency,” so select the column, go to “Modeling,” and choose the format as “Rupee.”
Power BI Dashboard Sample (Curreny- Rupees)
  • Come back to the “Report” view now.
Power BI Dashboard Sample (Report)

In this “Report” view, we will create a dashboard now.

  • First, insert the title bar for the dashboard. Next, go to the “Home” tab, click on “Shapes,” and choose the “Rectangle” shape.
Power BI Dashboard Sample (Shapes).png
  • Draw this shape at the top of the page.
Power BI Dashboard Sample (Rectangle)
  • Change the background color of this shape, and select the shape. It will open up the “Format Shape” option to the right side.
Power BI Dashboard Sample (Format Shape)
  • Click on Fill >>> Fill Color >>> Custom Color.
Power BI Dashboard Sample (Custom Color)
  • Power BI works on HEX color codes so that we can get the color codes from the “color-hex.com” website. So, you can choose the color code (without #) you wish to have and paste it.
Power BI Dashboard Sample (color code)
  • Now, our shape is filled with a blue color.
Power BI Dashboard Sample (filled with blue color)
  • Now, from the “Home” tab, insert the “Text box.”
Power BI Dashboard Sample (Text Box).png
  • Type the text as “Sales Dashboard.”
Power BI Dashboard Sample (Sales Text)
  • Place this on the shape, and change the font color to white.
Power BI Dashboard Sample (Sales Dashboard)
  • Now, we need to create slicer visuals. From the Visualization tab, insert a blank slicer, and select the “Date” column from the data table for the slicer “Field.”
Power BI Dashboard Sample (insert Slicer)
Power BI Dashboard Sample (Slicer)
  • We need to design this slicer, so choose the slicer and click on the “Format” option. Next, choose “Data inputs” and apply the below changes.
Power BI Dashboard Sample (Formatting)
  • Now, our start and end dates are formatted like the below.
Power BI Dashboard Sample (Dates)
  • Now, change the background color.
Background

Like this, you can change the border and other things. So, now our “Date” slicer looks like this.

Slicer 1

Like this, we need to create four more slicers to have “City,” “Product,” “Manager,” and “Date” columns. Copy and paste the same slice but change the field column and header of the slicer, respectively. We have created similar slicers, and below is the same image.

Slicers
  • Let us insert the Card visual to show the “Total Sales” value.
Card Visuals

The Card visual shows the total sales value.

Total sales Card
  • Now, design the card through the formatting section, which looks like this.
Card Format
Units Sold & COGS
  • Insert the “Doughnut” chart to show “City-wise Sales Value.”
Donut Chart
  • Insert “TreeMap” to show “Manager-wise Sales Value.”
TreeMap

One final visual we will add is the “Date-wise” sales value.

Area Chart

So, finally, our “Sales Dashboard” in Power BI looks like this.

Power BI Dashboard Sample (Sales Dashboard Image).png

Like this, by using Power BI, we can create interactive dashboards.

Note: We have done so much formatting to these charts. You can download the Power BI sample dashboard file from the below link and apply each formatting technique as applied.

You can download this Power BI Dashboard Sample Template here – Power BI Dashboard Sample Template

Things to Remember

  • If the required column is not in the data, we must create it using the DAX function.
  • To get attractive colors, search on the web about Hex color codes.
  • We must always maintain the dashboard with the most important data.

This article has been a guide to Power BI Dashboard. Here, we discuss creating a sample interactive dashboard in Power BI and an example. You can learn more about Power BI from the following articles: –

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