This course provides an overview of what Power BI Dashboards are, including what you will need to create dashboards. You will learn how to go through the tile layout on a dashboard as well as setting up a mobile view for it. We will cover data alerts, the Q&A features available, adding themes, and pinning a live report page to the dashboard.
- Understand and create Power BI dashboards
- Manage Power BI data alerts
- Configure layouts and themes
- Configure the mobile view
- Use Q&A features
This course is recommended for anyone who wants to learn how to create dashboards in Power BI and/or anyone preparing for Microsoft's PL-300 exam.
- A Power BI subscription or Power BI trial
- An understanding of Power BI reports
So now what we're going to do is create a dashboard. So there's two ways to create the dashboard, one is from your workspace or if you have workspaces set up, you can do it from there as well, but we're gonna do it in my workspace. So what you can do is go New, Dashboard. And we'll give it a name, we'll call it My Dashboard and click Create and there we have it. Now we have a blank dashboard. As you can see there's no data in this dashboard. So what we're going to need to do is add data.
If we go back into my workspace and we'll go into a report, we can now pin some tiles into the dashboard. So if we go Pin visual, you can also create a new dashboard from this screen by clicking new dashboard and give it a name. But we're going to use our existing dashboard that we just created called My Dashboard. So let's pin this tile to that dashboard and we'll pin a couple of other tiles to the dashboard as well.
So we'll pin this one and we'll pin this one. And we'll also make sure that we pin a card, because that's going to be relevant soon as well. So now we've pinned some things to our dashboard. We can go to the dashboard by clicking the Go dashboard button. We can also find the dashboard inside of my workspace by going to my workspace and then finding the dashboard. You can see it's a dashboard because it's got this green icon and it tells you the type of thing that it is too.
So you can see here this one is a dashboard data set report. So we're gonna go back to my dashboard. Now we can see our tiles that we've pinned to the dashboard. From this screen, we can move them around as we like, we can also resize. We can also go directly to the report by clicking on the tile, so see how I click that tile and now it takes you back to the report. So let's just go back to my dashboard and we'll move some stuff around. So that's basically how to make a dashboard. It's quite simple.
One thing to note is when pinning tiles, this is like a static view of the tile. If you update the tile inside of the report, it's not going to change on your dashboard. Once you pin that tile to the dashboard, it's static. Now we can make it dynamic by pinning a full report to the dashboard which will cover soon. The next thing we're going to cover in this little dashboard layout section is setting up a mobile view. So to set up a mobile view, we can go Edit, Mobile layout. And now we can see what it will look like when it's working inside of the mobile app.
So you can see we can change the layout that we would like it to be inside of the app. By just moving things around, resizing them, and this is how it's going to look like when it's running on the app on your phone or iPad or mobile device, some other tablet that you have, so that's quite simple. That's easily how to set up a mobile view so we can go back to the web layout by clicking there and go into web layout.
The next thing we'll cover is setting up alerts, now alerts cannot be set up on every type of tile. It will need to be either a dashboard gauge, a KPI, or a card tile which is relevant while we pinned this card here. So what you wanna do to set up an alert is hover over the card tile. Click these three dots here and then go to manage alerts. Now what we can do, we can create a new alert view.
So let's say when our revenue is above 400 thousand we can then send an email. So we will now get an alert. So you can see here by default you'll receive alert notifications on the service in the Notification Center. It's also ticked to send me an email too, so it's gonna send us an email when our revenue hits over 400 thousand. And it's going to send us a notification every 24 hours. So we can hit save and close on that and that's going to set up our alert rules.
The next thing we're gonna cover is the Q&A features. Now on all reports you do have Q&A features. So you can see here, Ask a question about your data, so let's click this, and now we're gonna click what we want to find out about our data. So let's go total revenue. When we click that, we can see our total revenue is 418,000,000.19. We can also go by date, so we can go total revenue by date. And it's now gonna dynamically change and show us a little graph about our revenue by date. We can also go total revenue for April. And it will filter down.
So that's basically the Q&A features. It will give you some predefined things inside of here to be able to give you a guide. Let's say it gives us some suggestions. Basically, we can also click Show all suggestions and go show, let's say show all zips. So it gives you basically what it can show you quickly out of the box using the Q&A features. It's pretty good to be able to drill down on your data.
The next thing we're gonna cover is changing the dashboard theme. Now to change the dashboard theme you wanna click Edit, Dashboard theme. Then it's quite easy, we can change it to dark, can change it to colorblind friendly, or we can create a custom theme. So in the custom theme you can set your custom colors. To apply the theme, click Save.
The next thing we're gonna cover is pinning on live report page to the dashboard. And advantage of pinning a live report page to the dashboard is when you change your tiles inside of your report, it's going to update on your dashboard. So like I said before, by default out of the box when you pin a tile, it's gonna stay this same way, the data will change but the tile is gonna stay the same. If you pin a report page to the dashboard, when you change that report page, it's going to dynamically update what the report page looks like on your dashboard.
So to do this, we need to navigate to a report. Let's go to report 3.0. And then the next thing you're gonna wanna do is click those three dots and click Pin to dashboard. Select your dashboard. We're gonna pin it to my dashboard, which is the same dashboard. And then we're gonna go back to my dashboard and here you can see that the whole report page from the reports 3.0 is there. So now we've pinned the report page, what we can do is go back to the report page and actually edit it. So let's edit it to only include Canada and France. We will save, so now the report has been saved.
If we go back into the dashboard, we should see that our pinned report page has dynamically changed. So if we scroll up we can see here our tile that we pinned earlier is still what it looked like earlier. But our actual pinned report page has updated as we updated the visual. Then the other thing is pinning from multiple reports. So we've been using the report 3.0. We can also go to a different report that I have published called employee and we can pin that.
Now employee is using a different data set than 3.0. This is totally different data, not linked at all, coming from different source, and it's able to be pinned on the same dashboard. So that's a good way to get around the limitation of a single data set per report. You can make a dashboard and have multiple data sets on your dashboard by pinning either report pages or tiles from different reports onto the single dashboard that way you can have a single pane of glass with all of your key data on it.
Jake is an IT manager for a managed services company that works with small- to medium-size businesses and manages their IT. He mainly works with a Microsoft Stack, from Servers to Microsoft 365 & Azure. He also specializes in business process improvement helping businesses to leverage technology to speed up their workflows. Jake really enjoys testing out new technologies and seeing what they can do. Outside of work he enjoys kayak fishing, gardening, and going to the gym.