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PowerBI Dashboard Training Manual
PowerBI Dashboard Training Manual
Introducing Power BI
Power BI is a suite of business analytics tools which connects to different data sources to analyze data and share
insights throughout your organization.
Parts of Power BI
There are 3 Parts of Power BI.
1. Power BI Desktop
2. Power BI Service
3. Power BI Mobile
Power BI Desktop: It is a Windows desktop application (Report Authoring Tool) which Lets you build queries,
models and reports that visualize data.
Power BI Service: Power BI Service is cloud based Software as Service Application which allows us to create
dashboards, Setup schedule data refreshes, Share the reports securely in the organization.
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Power BI Mobile: It is an application (App) on mobile devices which allows you to interact with the reports and
dashboard from Power BI Service.
It doesn’t always happen that way, and that’s okay, but we’ll use that flow to help you learn the various parts of
Power BI, and how they complement one another.
Power BI Desktop:
Power BI Desktop is report authoring tool that allows you to create reports, queries, Extract Transform and Load
the data from data sources and model the queries.
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Power BI Desktop Interface: The Report has five main areas:
1. Ribbon: The Ribbon displays common tasks associated with reports and visualizations;
2. Pages: The Pages tab area along the bottom allows you to select or add a report page;
3. Visualizations: The Visualizations pane allows you to change visualizations, customize colors or axes,
apply filters, drag fields, and more;
4. Fields: The Fields pane, allows you to drag and drop query elements and filters onto the Report view, or
drag to the Filters area of the Visualizations pane;
5. Views Pane: There are three types of views in the views pane
▪ Reports View – allows you to create any number of report pages with visualizations.
▪ Data View – allows you to inspect, explore, and understand data in your Power BI Desktop model.
▪ Relationship or Model view – allows you to show all of the tables, columns, and relationships in your
model.
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Querying Data from CSV
Query Editor
You can import and clean data from Oracle while working in Power BI.
Query Editor, allows you to connect to one or many data sources, shape and transform the data to meet your
business needs, then load the queries into the model into Power BI Desktop
This below step provides an overview of the work with data as well as connecting to data sources, shaping the data
in Query Editor
2. Click on the drop down of the Edit Queries on the bottom right corner, click on Edit Queries
Note: With no data connections, Query Editor appears as a blank pane, ready for data.
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Exercise 2: Connecting the data from the Excel Source
3. From Home tab > New Source > Choose Excel
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5. Click on Open ( ) at the bottom of the screen
You can see a navigator screen to select the sheets on the Excel Workbook. In our case, we have one sheet named
as Input
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7. Click OK ( )at the bottom of the screen
Interface of Query Editor
Query Editor consists of 4 Parts
1. Query Ribbon
2. Left Pane
3. Center (Data) Pane
4. Query Settings
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Home Tab: The Home tab contains the common query tasks, including the first step in any query, which is Get
Data.
Transform: The Transform tab provides access to common data transformation tasks, such as adding or
removing columns, changing data types, splitting columns, and other data-driven tasks.
Add Column: The Add Column tab provides additional tasks associated with adding a column, formatting
column data, and adding custom columns. The following image shows the Add Column tab.
View Tab: The View tab on the ribbon is used to toggle whether certain panes or windows are displayed. It’s also
used to display the Advanced Editor. The following image shows the View tab.
The left pane displays the number of active queries, as well as the name of the query. When you select a
query from the left pane, its data is displayed in the center pane, where you can shape and transform the
data to meet your needs.
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The Query settings pane:
The Query Settings pane is where all steps associated with a query are displayed.
Notice that null records are eliminated, and new steps is added for the transformation you applied to the query in
the query settings pane of the selected query.
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Note: Each step, you do in the Query Editor is recorded in Applied Steps of Query Settings pane.
Note: After Close & Apply the query is added to the model for report development.
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Calculated Measures Using DAX
In general, Measures are used to calculate aggregates, such as the sum or average of a column. Measures are
calculated at the time of your query, which means that they aren't stored in your database, but use processing
power to execute a query at the time of your request.
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Note: After you commit, if there are any errors in the expression, the expression will be highlighted with
red curly line.
14. Make the decimal points to Zero of the Overall Completion % measure under formatting section.
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Note: Make sure the Visualization is selected before dropping the fields.
16. Expand Input Query, Drag Overall Completion% to the Value section of the Fields pane of the gauge Visual
With Report Themes you can apply design changes to your entire report, such as using corporate colors, changing
icon sets, or applying new default visual formatting. When you apply a Report Theme, all visuals in your report
use the colors and formatting from your selected theme.
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17. From the Home Ribbon of the Report view, click on the drop down of the Switch Theme under Themes
section and select Import from the file. Drag Overall Completion% to the Value section of the Fields pane of
the gauge Visual
A window appears that lets you browse to the location of the JSON theme file
18. Navigate to the Strategic Plan and Dashboard folder o the Desktop and select Power BI Color Theme.Json file
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19. Click on Open ( ) at the bottom of the screen
You will get a success message once the theme is imported successfully.
Exercise 8: Changing the Color of the Gauge.
20. Select the Gauge Chart and Click on the Format of the Gauge Chart, Expand Data Colors properties,
click on the drop down of Fill property and select light blue color
After the changing the color the gauge chart looks like the one below.
21. Click on the drop down of Target property and select Black color.
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Exercise 9: Changing the Title of the Gauge Chart.
22. Expand the title property of the Gauge chart, Change the title text to “Completion% of All 4 Goals”.
We are done with our first visualization. We will create few more visualizations.
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24. Expand Input, Drag Overall Completion% to the Value section, Goal Detail to the Legend, Goal to the
Axis of the Fields pane of the Stacked Column Visual.
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26. Click on the format icon ( ) for the visual, Expand Title and edit the title to “Goal Completion% by Goal”
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28. Turn on the Data Labels Property.
29. Click anywhere on the Canvas other than the visuals, select Stacked Column Chart and bring the visual below
the Donut Chart.
30. Expand Input, Drag Overall Completion% to the Value section, Performance Measure/Milestone Detail to
the Axis, Champion to the tool tip of the Fields pane of the Stacked Column Visual.
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Exercise 10: Filters in Power BI
Filters allows the Power BI visual to narrow down or filter to the desired result. We are filtering the
visual to show just the data for Goal.
31. Expand the filters pane, Drag Goal to the “Add data fields here” section under Filters on this visual section
and select Goal 1
32. Click on the format icon ( ) for the Stacked Column Chart visual, expand Title and edit the title to Goal 1
Completion%
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33. Turn on the Data Labels Property, Expand Y axis Property and in the End box Type 1
34. Click on the Stacked Column Chart visual and copy & paste it, Adjust the position on the Report page
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35. Click on the format icon ( ) for the Stacked Column chart visual, expand Title and edit the title to Goal2
Completion %
36. Expand the filters pane, click on the drop down of the Goal Filter on Filters Pane and select Goal 2
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Notice that the Stacked Column Chart visual is automatically changed to the reflect the data to the Goal 2.
37. Click on the format icon ( ) for the Stacked Column chart visual, expand Data colors property, Change the
color to reflect the color for Goal 2 on the Goal Completion % by Goal.
38. Click on the Stacked Column Chart visual and copy & paste it, Adjust the position on the Report page
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) for the Stacked Column chart visual, expand Title and edit the title to Goal3
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40. Expand the filters pane, click on the drop down of the Goal Filter on Filters Pane and select Goal 3
41. Click on the format icon ( ) for the Stacked Column chart visual, expand Data colors property, Change
the color to reflect the color for Goal 2 on the Goal Completion % by Goal.
42. Click on the Stacked Column Chart visual and copy & paste it, Adjust the position on the Report page
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) for the Stacked Column chart visual, expand Title and edit the title to Goal3
44. Expand the filters pane, click on the drop down of the Goal Filter on Filters Pane and select Goal 4
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45. From the Home Ribbon, click on the Text Box and type in “Strategic Plan Dashboard” and increase the font
size to 21.
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