Creating Effective Dashboards
- 04:34
Creating a Dashboard from a Power BI Report for presentation.
Glossary
Dashboard Pin Live Page Power BI Cloud ServiceTranscript
Creating Effective Dashboards A dashboard is a page which displays a collection of visuals from a report, it is presented in full screen mode which removes out any clutter from the screen such as the ribbon the taskbars etc.
A dashboard can contain visuals from multiple reports.
It's a really efficient way to present key insights and indicators to an audience.
It can also be shared with other users so they can explore the data for themselves.
There are two types of dashboards, which we can create in Power BI, a live dashboard is an entire report page, all the visuals are put on to the dashboard as they were on the report page. If you make changes to the visuals on the report page the dashboard will also update.
The second type of dashboard is a tiled dashboard, you create a tiled dashboard by choosing which visuals you want to place on it and from which report so you can use visuals from different reports if you make changes to the visuals on the report page, however, the dashboard tiles don't update.
Let's do a workout and see how to create a live dashboard page.
So I'm just going to open a report that's already been created M7L4 transactions report.
And I'll use that report to publish up to the cloud service. And from there, I will create a dashboard from some of the pages on that report.
so we have three pages on this report We have transactions breakdown, transactions by state, and client transactions, which we're looking at here. I'm just going to click on the publish button first of all, and that will publish it up and I just going to choose my workspace, click on select, and we'll publish up to the cloud service.
Okay, so I'm just going to click on the link now and that will take me to the cloud service.
And I'm in my report. So the first thing I'm going to do here is click on edit mode.
And from edit mode, I can then pin one of my pages to a dashboard. So I'll use the client transactions page which we're looking at here and I'm just going to use this button on the ribbon at the top here, pin to a dashboard.
And I'm going to pin it to a new dashboard and I'll give my dashboard a name, I'll call it overview of client spending, there you go just put a 1 in at the end and I'll just fix up that typing a little bit. There we go over.
you so I'm just going to click on pin live.
And that will pin my page to that new dashboard so I can click on the link here to go to the dashboard.
And I'm looking at the dashboard at the minute, now to begin with it doesn't really look any different than the report, but what I can do in the dashboard that I can't do in the report is bring it out into full screen. So I'm just going to do that by going to the far top right corner, and there's a little double headed arrow here if I click on that it will open out into full screen mode and then there's a little toolbar at the bottom which I'll use as well to allow me to fit it out to full screen and now I have a page which is ready for presentation to an audience.
Once I finished looking at that I can escape out and if I want to add any more pages to the dashboard, I would use my workspace click on that.
Go back to the report again.
Use a different page on the report. So let's say transactions breakdown this time and once I'm in edit mode, so if I click up here I can pin that page to the dashboard. I'm going to pin it to the same dashboard as before click on pin life.
And then again, I'll just click on the link to go to my dashboard.
Again, like before I'll bring it out into full screen.
And I'll use the button at the bottom here to fit it to the screen.
We go fit it out to fill width.
So now I have two pages. I can scroll down and look at the second page there. And of course when we're dashboard any slicers any interactions that we have set up will work automatically just like they would in the report a much better way however for an audience to view your results