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Home » Excel, VBA & Power BI » Learn Power BI » Dashboard in Power BI

Dashboard in Power BI

By Jeevan A YJeevan A Y | Reviewed By Dheeraj VaidyaDheeraj Vaidya, CFA, FRM

Creating Power BI Dashboard

There is some basic knowledge required on how to create a dashboard in power bi and they can be such as to know the relationship between a dashboard and a report, and basic steps such as how to import a data set on our workspace and chose right visualization.

Creating a dashboard isn’t the easiest job because you need to think like an architect who designs something. As an architect, it is his responsibility to design things and decide on what is needed and what is not required. Similarly, when you are creating a dashboard in Power BI, you need to think like an architect and overview your design of the dashboard before you actually start doing it.

To create a dashboard, you need data to work with, so you can download the excel workbook template from the below link, which is used for this example.

Create Dashboard in Power BI

You can download this Create Dashboard in Power BI Excel Template here – Create Dashboard in Power BI Excel Template

How to Create a Dashboard in Power BI?

To create a dashboard, you need to have a large amount of data that has plenty of information.

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  • Below is the data we are going to use to create a dashboard in Power BI. You can download the workbook to practice along with us.

Dashboard Power BI (Excel Data)

  • The first thing you need to do is to download the workbook, then open Power BI software and upload the data.

Dashboard Power BI (upload data)

Remember, this is not an excelling spreadsheet to straight away build a dashboard; we need some extra columns from existing columns. For example, if you want a unique customer count, then we don’t have a column for that.

First, we will calculate the measures that are required for our dashboard building. Create below calculated measures first.

  • To store all the calculated measures, let’s create a separate table; click on “Enter Data” under the Home tab.

Dashboard Power BI (click on enter data)

  • This will open up new table data entry form, just give a name and hit the enter key.

Dashboard Power BI (Open data entry form)

  • Now we will have a new table below.

Dashboard Power BI (Create new table)

  • In this table, we will store all our calculations. The first calculation we need is we need the unique customer count for this to right-click on the table and choose “New Measure.”

Dashboard Power BI (Open new measures)

  • This will open up the formula tab and give the name as “Customer Count.”

Dashboard Power BI (Open formula tab)

  • Open the “”DISTINCTCOUNT”” DAX function.

Dashboard Power BI (Open DISTINCTCOUNT formula)

  • This formula will count all the unique values from the selected column. Since we need unique values to count for customers, select the customer name column.

Dashboard Power BI (select customer name)

  • You can add the comment for this formula below, as shown in the below image.

Dashboard Power BI (Add Comments)

  • Now to understand how this column works insert Table visual from the visuals list.

Dashboard Power BI (Insert table visual)

  • Drag and drop Month name first, then “Customer Count” and “Customer Name.”

Dashboard Power BI (Drag and Drop)

Click on the “”Customer Name”” drop-down and choose “”Count.””

Dashboard Power BI (Add count name)

  • Now the table shows the two different numbers on the table.

Dashboard Power BI (Show table)

In the month of “April,” total customer count is “203,” but the unique customer count is just “109”.

  • Now create a new measure for “Total Sales” value; for this right-click, choose a new measure and insert the below formula.

calculate overall sales

  • Now using the above column, we can calculate each month’s percentage contribution against overall sales. Enter the below measure.

Calculate percentage contribution

Ok, this is enough to create a simple Dashboard.

Steps to Create a Dashboard in Power BI

  • First, we will create a “card” visual to show total sales, total cost, and total profit values. Insert “”card”” visual and insert the “”Sales”” field.

Dashboard Power BI (Add Card)

  • Under the “Format” tab, we can design this card to apply beautification.

Dashboard Power BI (Open Format)

  • I have applied formatting for the card, and my visual card looks like this now.

Dashboard Power BI (Create card)

  • Copy and paste the same visual but change fields as “Total Units Sold” and “Total Profit.”

Add all cards

  • Now insert Table visual to show sales, % contribution, and Profit values.

Insert new table

  • Drag and Drop fields, as shown below.

Drag and drop

  • Now table visual showing the numbers like this.

Table visual showing

  • For this table, we will apply some conditional formatting. Click on the drop-down list of the “Sales” column and choose “Conditional Formatting.”

Open conditional formatting

  • Choose “Background Color” and enter the rules, as shown below.

Choose background color

  • Click on “Ok,” and we will have a table with the “Sales” column formatted like this.

Color in Sales

  • For the “Profit” column, choose “Icon Set” and enter the rule, as shown below.

Open icon set

  • Click on “”Ok”” and our “”Profit”” column formatted with icons.

Set icons on profit

Apply some formatting for the table to make it look beautiful. I have applied some formatting; you can download the Power BI file and apply it to format accordingly.

  • My table looks like this now.

Apply formatting in table

  • Now add “”Funnel Chart”” to show “”Sub-category –wise”” sales values.

Add funnel chart

  • At the bottom, add slicers to filter the data. I have inserted slicer for “”Segment””, “”Region””, and “”Ship Mode””.

Add slicer

Now our simple dashboard is ready to use. You can use slicer in excel filters to interact with the dashboard visuals.

Note: To apply DAX Formulas, we need data; you can download the Power BI file to get the ready table.

You can download this Create Dashboard in Power BI Template here – Create Dashboard in Power BI Template

Things to Remember

  • While creating a dashboard in Power BI, knowledge of DAX formulas is very important because not all the time, we will have all the required columns in place.
  • Use simple colors, never look for fancy colors.
  • Adjust visuals length and width to fit the dashboard on one page.

Recommended Articles

This has been a Guide to Create a Dashboard in Power BI. Here we discuss how to create a Power BI dashboard using DAX formulas to count all unique values from the column selected. You can learn more about Power BI from the following articles –

  • Power BI Features
  • Dashboard in Excel
  • KPI Dashboard in Excel
  • Visuals in Power BI
  • Power BI IF Statement
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