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Power BI – Dashboard Actions

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A single page, or palette, is what is referred to as a Power BI dashboard and it employs visualizations to convey a story. As it can only fit on one page, a well-designed dashboard delivers only the essentials of the scenario. Dashboards are a feature of the Power BI service. When utilizing Power BI Desktop, they are not available. Mobile devices can be used to view and publish dashboards but not to create them.

The dashboard’s visuals are referred to as tiles. Every report is based on a dataset, and you can pin tiles from those reports to a dashboard. A dashboard serves as an introduction to the reports and datasets that it displays. You can access the report and dataset that the selected visualization is based on by selecting it.

Power BI Dashboards

Let’s create a Super Store Sales Report and pin it to the dashboard, to explore the Dashboard actions. Dataset Used: Superstore Orders.

dataset-loading

 

Here we have created four visuals viz. Donut charts based on Profit by Region and Profit by Category, a Horizontal Bar Chart of Profit by Sub-category, and a line chart of Profit by Order Date, into which we have a Drill-up to view Profit by Quarter visual.

sales-data-report-generated

 

And then Publish the Report.

publishing-report

 

How to Create a Dashboard?

A dashboard can be made in a variety of ways. You can build a dashboard, for instance, from scratch, from a dataset, a report, or by copying an existing dashboard.

  • To open a report in the editing view, open it and choose More options (…) > Edit.
report

 

  • Hover over a visualization to reveal the options that are available. To add a visualization to a dashboard, select the pin icon. Select whether to pin to an existing dashboard or a new dashboard.

In this instance, we choose the New dashboard option and type in a name.

pin-to-dashboard

 

New dashboard: Type the new dashboard’s name here, and Pin the visualization.

Visualization-pinned

 

As we can see, below is the dashboard status,

Dashboard-Status

 

Existing dashboard: From the selection, choose the dashboard’s name. Dashboards that you have been given access to will not show up in the dropdown.

Pin-to-existing-Dashboard

 

The object you’re pinning might already have a theme applied in some circumstances. images pinned from an Excel spreadsheet, as an illustration. If so, decide the theme to use when applying the tile:

Use destination theme: The dashboard’s design.

Keep current theme: The report’s key idea.

  • Power BI produces a new dashboard in the active workspace when you choose Pin.

In this way, we can create the Super Store Sales Report Dashboard.

Dashboard

 

A user’s workspaces are displayed when they connect to the Power BI Service. “My Workspaces” is frequently utilized as a private “scratch patch” for individual projects.

My-workspace

 

The “Workspaces” section allows users to establish as many workspaces as they need, each one dedicated to a different project or area. This will also display any workspaces that the user has access to. Each workspace consists of the following five divisions:

  • Reports: Reports are made up of numerous graphics (tables, graphs, etc.) created from a single dataset.
  • Dashboards: Multiple visualizations (graphs, tables, etc.) from one or more reports—each of which was created using a single dataset—make up dashboards.
  • Workbooks: The Power BI service accepts uploads of unformatted Excel workbooks.
  • Datasets: A dataset is a group of data that you import or connect to. A dataset can be shared among numerous users and used in one or more workspaces.
Elements-of-Workspace

 

Dataflows: Organizations can mix data from many data sources with the aid of dataflows. Dataflows are optional but are frequently employed in more difficult or substantial projects. They stand for prepared and staged data that datasets can use. They can’t be utilized as a direct source for reporting, though.

  • Select Go to dashboard when the Pinned to Dashboard notification appears. If asked to save the report, choose Save.
  • The visualization you just pinned is the only tile on the new dashboard that Power BI opens.
  • To go back to the report, select the tile. More tiles should be pinned to the new dashboard. Choose Existing dashboard when the Pin to dashboard window displays.

When you pin graphics to a dashboard, some report formatting settings or themes aren’t applied to them.

Benefits of Dashboard

It offers a means to keep a close watch on your company and see all of your key KPIs at a glance. A dashboard’s visualizations may be drawn from a single underlying dataset or several, as well as from a single underlying report or several. A dashboard provides a consolidated view of data by fusing data from on-premises and the cloud. The dashboard is more than simply a lovely image. The tiles update when the underlying data changes, and it is very interactive.

A report’s edit rights are necessary in order to be able to create a dashboard, which is regarded as a creator feature. Report creators and co-workers who have been given access by the creator can edit reports.

Difference between Dashboard and Reports

Features

Report

Dashboard

Pages One or more pages One page
Data Sources A single dataset per report One or more reports and one or more datasets per dashboard can be a Report, Different dashboard, Excel sheet, image, videos, etc.
Drill Up ad Drill Down Filters Yes. There are numerous methods for filtering, highlighting, and slicing data. No. A dashboard cannot be cut or filtered. In focus mode, a dashboard tile can be filtered, however, the filter cannot be saved.
Accessible in Power BI Desktop Yes. You can build and view reports in Power BI Desktop. No
See underlying dataset tables and fields Yes No. Tables and fields are hidden in the dashboard itself, however, data can be exported.

Confinements of a Dashboard

  • The pinned tile disregards the settings for the border, shadow, and background. 
  • Dashboards for card visuals use the ‘DIN’ font family and black lettering to display the text used for the value. By designing a unique dashboard theme, you can alter the text color for each tile on the dashboard. 
  • There is no conditional formatting used. 
  • The size of the visuals will change to meet the size of the tile. This may lead to layout variations that appear as though the report’s visual had been resized.
  • Pinning might not function if the backdrop image is too large because certain visualizations use them as backgrounds. Consider utilizing image compression or lowering the image size.

Dashboard Actions

In the Power BI service, you can keep track of who is using your reports. I’ll demonstrate how simple it is to locate and create this report utilizing the power bi service, as well as how to connect, obtain this data on your own, and adapt it for your own needs.

View Usage Metrics Report of a Power BI Dashboard

This feature enables you to access a Power BI dashboard’s traffic data in report format. Let’s use analyzing sales reports as an example. 

Open-usage-metrics

 

This is a very straightforward report that does nothing more than analyze sales for a hypothetical company. If you want to find out how many users actually access this report, all you have to do is click more options and select usage metrics. If you’ve never opened usage metrics for a report before, this will generate first, but once it does, it will take you to the page shown below:

Report-Usage-Metrics

 

As a result, you’ll notice that this report’s design and layout are familiar because it is essentially an internal Power BI report that provides you with some useful information, such as the number of views your reports receive each day, the demographics of the viewers, and whether they access your reports via mobile or desktop. You can even view distribution channels or frequently utilized report pages.

Share Power BI Dashboard

To distribute this dashboard around the company, use this feature. 

sharing-dashboard

 

Open the report from Dashboard and select “Share”.

share

 

When working with power bi reports, sharing them within the service would typically require at least a pro license, not just for you who is sharing the report but also for the people with that you are sharing the reports. This means that if you or your organization does not already have power bi licenses, building and publishing reports is simple, but sharing them within the organization can be a little bit challenging.

Share-report

 

The simplest way to share a report with your team is to take a screenshot of it. You can do this with any snipping tool, like this one from Windows, by simply dragging and selecting the page you want to capture. The image you create is essentially a static version of your report, but it makes it simple to save and send to your coworkers. The next method is to export your report to PowerPoint.

View Related Items of a Power BI Dashboard

You can use this feature to see the items that are connected to the dashboard that we utilized to develop it. Click on the below-shown icon and view the related items.

View

 

Power BI Dashboard Settings

You can change the Power BI dashboard settings like Dashboard Name, Q&A, Dashboard tile flow, etc. by using this option. 

Select-Gear

 

Select the gear icon you will see settings that you can do for example if you don’t if you want to hide the visual header or if you don’t want the end user to save the filter on this report then you can enable this and so that the end user will not be able to save their filters.

Settings

 

Delete Power BI Dashboard

This feature lets you delete the not-in-need Power BI dashboard from the workspace.

Delete

 



Last Updated : 23 Jan, 2023
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