5.4 Build a dashboard - Video Tutorials & Practice Problems

<v Lecturer>In this sub lesson.</v> we're gonna discuss what a dashboard is. We'll discuss why you might want to create a dashboard in the service. And then we'll finish by demoing the build of a dashboard. Okay, So I have logged into my Power BI service and I am in my workspace. And right now we can see that per the previous sub lesson, we've got two reports now, and one data sets. We got the report that is sales, called sales data mart. We've got the data set, called sales data mart. And now we've got the additional report that we just created called sales map. So next, what we want to do here is let's go about creating a new dashboard. So what I'm gonna do here is just go to the very top here under my workspace. Click that little drop down box. And what we're gonna do is go down here and say dashboard. Okay, so we're gonna create a brand new dashboard and we're gonna give it a name. We are going to call it sales analysis. We're gonna go ahead and go create, and it's gonna create a blank dashboard for us. So we have nothing in this dashboard right now. What I'm gonna do is on the left side of the screen here in the navigation pane, click the drop down box. We'll see that we have our new dashboard here called sales analysis. But now we need to start putting some content on it. All right. So the first thing we're gonna do is then go to our report. So I'm going to go to the sales data mart first and take a look at the report we have here. And what I wanna do here first thing, I'm gonna take these sales performance and pin it into the dashboard. So one thing to note here is the way that the visualization is configured at this point in time and how it's filtered, will be how the visualization goes over onto the dashboard. So what I'm gonna do here is we'll pin the sales performance. What I wanna do here is hover over top of the visual self. And we'll see this little tiny pin where it says pin visuals. So I'm gonna go ahead and click that. And what I'm gonna do here is pin this into an existing dashboard. 'Cause just a moment ago, we went and created an empty dashboard. So I'm just gonna go like this. I'm gonna say, keep the current theme. Say pin cause we can have themes for our dashboards but we won't discuss that in this class. We can go ahead and go pin. And if I want I can say, go to dashboard. So I can now take a look at what the dashboard looks like at this point in time. Okay, so what I wanna do here next is I'm gonna resize this tile here. So I'm just gonna go to the bottom right-hand corner of the visual self. And I'm gonna start dragging this to resize it. So I'm gonna go something like this here. And in behind the scenes, before we go any quicker, you notice a gray background. So if I was to go ahead and drop the visual right now and let go of my mouse, it will snap back to that gray border. So if I want, I can go like this, cause I want to reposition this a little bit and make it smaller. So I'll wait for the sizing to change here. There we go. So there's our one sizing change. And if I go ahead and drop it like that, we'll be like this for our visualization. Okay, so let's go ahead and grab another report tile from our sales data mart report. So we are back over here. Let's go ahead and get our total sales by year. So maybe what I wanna do here this time is I'm actually gonna make it so this is the total sales by year for mountain bike 200 black 42. So I'm just gonna click on this and we'll see the visualization has changed. So what I'm gonna do here now is I'm going to click on the pin, like so. And say pit, pin into an existing dashboard like that. Go to the dashboard. And we'll notice now the visualization still has the filter context from the report itself. So once again we're gonna go ahead and resize this like this. Let's just get it right like that. Perfect. Now maybe not in the most appealing visual here. We're gonna leave this here for now. But let's go ahead in a subsequent lesson. We're gonna go in and give the name or change the name of this dashboard when we configure the tile. So we can reconcile it and say here's exactly the information that's contained in here. So maybe a little confusing to a user to look at this and say, well, why am I only seeing such small numbers here for 2020 and 2019? When I know that I've got much larger numbers over here. And that's because we filtered it down to a specific product. Okay, so next we're gonna do is go back over to my sales data mart report. And I'm gonna grab the total sales versus target sales here. So what I'm gonna do here is click the pin on this. Let's go ahead and pin that into our existing dashboard. And I'm not gonna go to the dashboard this time. I'm gonna go to the sales map. And we're going to pin this visual into our dashboard as well. So just gonna click the pin here. And pin it into the existing dashboard, like so. And now I'm gonna go to the dashboard now that I have all of my tiles here. Okay, so I have the dashboard looking the way I want now. So what we can do here is we can actually rearrange the tile so we can move these around if we want it. Let's just maybe swap these two around like this, and move this over here. So if I want to do some moving round the visuals, I can. And at this point, the dashboard is complete enough. What we want to show you here next is the following. And that is the Power BI mobile layout. And we'll do that in the next sub lesson. So with that, that brings us to the end of this sub lesson.