There are various aspects that require attention when creating a dashboard in Power BI. The following are some of the most important tips that will help you create a dashboard in a way that will be beneficial to your business.
In this blog, we will look at the following:
- What is a dashboard
- What are the benefits of a dashboard
- How to create a dashboard in powerbi
- Steps on how to create a dashboard
- Examples of dashboards
What is a dashboard?
A dashboard is a visual representation of a business or industry. It is a representation of a company’s current state. The dashboard can be used to get easy insights into a company’s performance. The data is usually visualized in a way that is easy to understand.
What are the benefits of a dashboard?
A dashboard can be used to get insights into the following:
- Financial performance this can be used to get insights into the cash flow or to measure the profitability of the company.
- Productivity this can be used to get insights into the number of hours a person is working or the number of hours a person is spending on a project.
- Customer satisfaction this can be used to get insights into the level of customer satisfaction.
How to create a dashboard in Power BI?
As we have said before, a dashboard is a visual representation of a company’s current state. That means that you can use any of the dashboard tools available on Power BI. We will look at the following:
Creating a dashboard in Power BI is very easy. The steps are as follows:
- You need to first enable it by clicking on the Power BI icon on the top right corner of your screen.
- After enabling it, navigate to the Power BI home page.
- From the home page, click on the “Create a new dashboard” button.
- In the first step, you need to select the type of dashboard you want to create.
- In the next step, you will select the data that you want to visualize.
- You can select data points that you want to visualize from the list.
- A preview of the dashboard will appear on the screen.
- Once the dashboard is created, you can navigate to the dashboard by clicking on the “Dashboard” tab.
- If you want to see the dashboard in a different way, you can change the dashboard in the following steps.
Below are some of the most common types of dashboards:
- Financial dashboard this is a dashboard that displays the company’s financial performance. You can use it to display the cash flow of the company and to measure the profitability of the company.
- Productivity dashboard this is a dashboard that displays the number of hours a person is working on a project. You can use it to get insights into how many hours a person is working or how many hours a person is spending on a project.
- Customer satisfaction dashboard this is a dashboard that displays the level of customer satisfaction. It is a useful dashboard for getting insights into the level of customer satisfaction.
How to create a dashboard in power bi?
As we have seen above, there are various types of dashboards. There are also various types of dashboard tools that can be used to create a dashboard. Let us look at the following:
- Power BI is a free cloud-based tool that allows you to create dashboards. This is a great tool for beginners since it is easy to use.
- Power BI allows you to create dashboards. You can create a dashboard in Power BI for any business or industry.
- Power BI allows you to create a custom dashboard. You can create a custom dashboard by customizing it to your requirements.
Example of a dashboard
Here is an example of a dashboard. The dashboard is created in Power BI.
You can find the example in the following blog:
Creating a dashboard: How to create a custom dashboard in Power BI
How to use the Power BI mobile app?
As we have said before, the Power BI mobile app is a great tool for beginners. It is very easy to use and allows you to create dashboards.
- You can create a custom dashboards in the Power BI mobile app easily.
- You can create a custom dashboards by customizing it to your requirements.
Example of a dashboard using the Power BI mobile app
If you want to create a customized dashboard in the Power BI mobile app, you need to create a new project.
- You can create a new project by clicking on the “Create new project” button.
- In the next step, you will be asked to connect your Excel data to your Power BI data.
- You can connect your Excel data to your Power BI data by clicking on the “Connect” button.
- Once the connection is done, you will see the Power BI dashboard.
- You can customize the dashboard as per your requirements.
Closing thoughts
Dashboards are a great way to get insight into a company’s financial performance. They are a great way to get insights into the cash flow and to measure the profitability of a company. They are also a great way to get insights into the number of hours a worker is working or the number of hours that a worker is spending on a project.
The dashboard is also a great way to get insights into the level of customer satisfaction. As we have seen, there are various types of dashboards. You can easily create a customized dashboard by customizing it to your requirements.