Create your own dashboard using PowerBI

1. Start by getting your data. There are a number of ways to import data from within your organization, file directories, and databases. You can also copy and paste data from an existing dataset. In this instance, we’ll select Samples and import a pre-configured dataset. The data is imported as-is with no editing options.

2. The dataset will appear in your workspace in Power BI Service. An easy way to start analyzing the data is to select ‘Get Quick Insights’ from the menu. A dashboard is generated whilst you work on the data.

3. Next, select ‘Create Report’ to open the report builder. There are three elements in this area:

• Canvas. This area is blank until visuals are added
• Visualizations pane: Use to add and edit charts.
• Fields pane. A list of the fields in your dataset, based on the columns in your dataset.

4. To start building a report, you can either select the relevant fields from your data or pick a visualization. The visualization is displayed on the blank canvas.

5. To add a field to your report, simply click the relevant field. Power BI will automatically add the field to the right area in your chart. You can also drag and drop fields into the axis, legend, and values area.

6. As you add fields, the chart will start to take shape. If needed, change the chart by selecting another option in the Visualizations pane.

7. Once you are happy with the data visualization, it’s time to format the chart. Click the ‘format’ icon to access a range of options, including the size and colors of the chart, borders, and tooltips. If you’d like to add a title or details to the report, click the ‘Text box’ option in the top menu.

8. Use the ‘Reading View’ to check how the report will appear to others.

9. Add more visualizations as needed.

10. Remember to save your work.

11. Next, create a dashboard by selecting ‘Pin to a live page’. You can add the report to an existing dashboard or build a new dashboard.

12. Dashboards offer numerous editing options, including the ability to add more tiles and different content types.

13. When you’ve finished your work, there are a few ways to use your reports under ‘File:

• Export reports to PowerPoint or as PDF
• Embed in a SharePoint site.

14. At any time, personalize your display settings using ‘View’. Change the size of the report and colors for improved readability.

That’s it — you’ve created your first report and dashboard in Power BI Services.

To share your report, select ‘Share’ from the top navigation, complete the form, and share it with your team. Reports and dashboards may be shared with internal and external users.

There are a few caveats to note about report sharing:

• Recipients can view and interact with the report or dashboard but can’t edit it.
• Depending on permissions, recipients can share the reports with others.
• You will need a Power BI Pro license to share your reports. Recipients will also need a license to view the content.