Power BI Dashboard

Power BI Dashboard The essence of graphical representation or visualization is to provide CFO or stakeholders with the understanding needed to enable effective business decisions. It visually summarizes the KPI, which illustrates the organization’s financial health. Power BI Canvas and Data Sources Data sources may come from existing data on the subsystem that was already generated, downloaded open data sources, from the database, marts, silos, data repository, or data samples from Power BI. Using the Get data ribbon or the canvas watermarks the very first step is to get data. See Figures 1 and 2. The visualization pane has various graphic interfaces, which can be dragged and dropped on the main canvas. By choosing the right kind of graph and dropping it in the main canvas, select the required field and drop it in the same position as the visual interface to generate the graph. See Figure 3. Figure 1. Ribbon for loading datasets

Figure 2.

Canvas watermarks for loading datasets

Figure 3.

Visualizations pane

The Navigator

The navigator previews the datasets and the option to load, transform or cancel. The numeric datatypes are italicized.

Figure 4.

Data overview

Data Transformation and Filtering

To transform data, select the field or the column intended for transformation and make the desired change. Typical changes are changing decimals to whole numbers and renaming columns. Changes canmade by selecting the field or column, using the desired change on the ribbon, or right-clicking the mouse to get more options. The filter arrows on the column aid in checking or unchecking specific datasets to suit the need for data exploration. Use the “Closed and Apply” ribbon after obtaining the desired cleaned data. Remember to close the table at the top left after applying the necessary transformation to the table so the user can see the Visualization tools.

The arrow at the column label provides the option to filter out the non-required segment of the data. For example, if data is irrelevant to the analysis, it can be unchecked.

Figure 5.

Data filter

Building Visual

Use the text box to create a heading for visualization by clicking and typing the box. On the right side of the canvas pane, drag and drop the right field to create visuals. Some field has a hierarchy and comes with filter arrows or drill field. For example, when a “Year” field or column is dragged to the canvas, it can further be reduced to just a date by checking the “Date” instead of “Date Hierarchy,” which comes from the “Year.” Two main ways of creating visuals are as follows: First option, drag the type of visual required and drop in the canvas followed by the data field at the say location. The second option, select and drag the required fields and drop them in the canvas at the exact location on the canvas, then select the required visual, e.g., line chart, bar chart, or pie chart.

Note: X-axis displays values, the Y- axis represents the pane’s axis, and segmentation is used to identify the targeted group.

Figure 6.

Visualization and data filed interface.

Slicer and Cross-report for interactive Dashboard

Select the slicer and choose the desired field: the slicer works very well when we check the hierarchy for the field we intend to interact with, for example, the data. The date provides the hierarchy starting with the year, months, weeks, and days if available. The slicer is simply for filtering the data to obtain the intended visuals.

Figure 7.

Normal Dashboard

Slicer and Cross-report

When added to the visual provided option, the slicer is a filter for selecting particular instances from the datasets. A typical example is the period or date of the business cycle or names. See Figure 7.

Figure 7.

Interactive using slicer with dates.

Figure 8.

Cross-report to simultaneously interact with or with more visuals.