Power Bi dashboards are a single-paged dashboard that summarizes the data briefly, there are various inbuilt samples of dashboards in power bi which a new user can access and use it as per the requirements however the hone or the expert users create own dashboards for better representations.
Dashboard in Power BI Examples
The power BI dashboard is simply amazing to work with. Dashboards can tell the story of the large data set in a single page itself. So, by creating dashboards, we try to convey the message to the end-user as briefly as possible with as much information as possible. Creating a dashboard is fun if you know the tool to create your dashboard, or else we just need to wonder about how others have created their dashboard, which just rocks in a single page view. All these while you might have created dashboards using excelDashboards Using ExcelThe Excel Dashboard is an enhanced form of data visualization that helps managers plan and achieve business targets and facilitates decision-making. Users can apply excel table and charts, pivot table and charts, interactive controls, excel formulas, etc., to create excel dashboards., but now the trend of modern business is visualization tools i.e., Power BI. In this article, we will show you how to create dashboards using the Power BI tool with examples.
To create examples of a dashboard in Power BI, you need data to work with, so you can download the excel workbook template from the below link, which is used for this example.
How to Create a Dashboard in Power BI (Step by Step Examples)
Below is how to use the Power BI tool to create a dashboard example.
Below is the data we are using to build a dashboard. This is the TV sales data in Indian cities in month-wise.
Using these numbers, we will build a beautiful dashboard. Follow the below steps to build the dashboard.
Step 1: Open Power BI software, go to HOME tab >>> Get Data > Excel.
Step 2: From the file chooser window, choose the file from the computer location where you have stored.
Step 3: From the below window, you need the required table to be uploaded to Power BI.
Choose the table and click on “Load” to upload the selected table to Power BI.
Step 4: Now, our data is uploaded to Power Bi, and under the data section, we should see the uploaded data table.
Step 5: Now come back to the “Report.”
Step 6: Here, we need to rearrange our data to create a dashboard. First, we need to find what the sales value is by using DAX formulas. Click on “New Column” under “Modelling.”
Step 7: Now, in the New column, first give the name for the column as “Sale Value.”
Step 8: Sale Value is calculated by using this formula “Units Sold * Sale Price.” Type these header names to see the IntelliSense list.
You need the first type the table name then followed by a column header name. After selecting the Units Sold column, multiply it with “Sale Price.”
Step 9: After applying the formula, hit the enter key, and we should have a new column named “Sale Value” in the table fields.
Step 10: Similarly, you need to create one more new column for “Gross ProfitGross ProfitGross Profit shows the earnings of the business entity from its core business activity i.e. the profit of the company that is arrived after deducting all the direct expenses like raw material cost, labor cost, etc. from the direct income generated from the sale of its goods and services.,” as shown below.
Step 11: Insert one more column and put the below DAX formula to find the Gross Profit percentageGross Profit PercentageGross profit percentage is used by the management, investors, and financial analysts to know the economic health and profitability of the company after accounting for the cost of sales. Gross profit percentage formula = Gross profit / Total sales * 100% .
Now we are done with all the calculated columns. Let’s create visuals for these fields.
- Create a Card Visual for Sale Value, COGS, and Gross Profit. Insert card first.
- Now drag and drop the “sale value” column to “Fields.”
- It should give us total sales value in the card.
- As you can see above by default card visual, apply the number formatting, and the total sale value says “99.37 M”. We can change the formatting of this card under the formatting section.
- We have a various variety of options; you can make use of all these to format your visual. I have formatted the card, as shown below.
I have removed “Category Label,” inserted “Title” and formatted the title, “Background” color has been changed, and the “Data Label” color has been changed.
- Now to show COGSCOGSThe cost of goods sold (COGS) is the cumulative total of direct costs incurred for the goods or services sold, including direct expenses like raw material, direct labour cost and other direct costs. However, it excludes all the indirect expenses incurred by the company. and Profit Value, copy and paste the same visual two more times and change the fields accordingly.
- Now to monthly Sales, COGS, and Gross Profit choose the “Matrix” table.
- Drag and drop “Month Number” to row field, “Sale Value,” “COGS,” and “Gross Profit” columns to the “Values” field.
- Now we have a “Matrix” table like the below one.
- Now create one more Matrix table to show monthly gross profit numbers at different discount bands.
- Drag and drop “Month Number” to row field, “Gross Profit” columns to the “Value” field, and for “Column Field” insert “Discount Band.”
- Now we have two different matrix tables showing data numbers.
From this table, we can conclude that when the discount was high gross profit amount was 6574110, but when the discount was not there gross profit amount has been reduced to 1379212.
- Now insert the “Donut” chart to show the “Product-wise” sales amount.
- Now insert “Treemap” to show city-wise sales, cogs, and profit values.
- This will create a treemap like the below one.
- Now insert one more new page.
- On this page, choose “Map” visual.
- For this Map, visual, insert the “City” column for “Location” and “Sale Value” for “Size.”
- This will create bubbles for each city based on sales amount numbers.
- Increase the map size by dragging the ends of the map.
These bubbles show the sales value in each city.
Note: To apply DAX Formulas, we need data; you can download the Power BI file to get the ready table.
Things to Remember
- If data doesn’t have all the columns to create a dashboard, then you need to create those columns by adding calculated columns.
- Do not leave the page empty and, based on the visual count, increase or decrease visual size.
- To show a map, a visual city or country name should be properly entered.
- Each visual has its own formatting, so you need to apply custom formatting to make it look beautiful.
This has been a Guide to Examples of Power BI Dashboard. Here we discuss examples of how to create a Power BI dashboard examples using DAX formulas to count all unique values and create charts. You can learn more about Power BI from the following articles –