Create a dashboard: Visualization of required data on dashboard.: Lesson-4
Create a dashboard in Microsoft Power BI: Lesson-4
Designing a visually appealing and informative dashboard in Power BI using an Excel file is the best way to get insights from your data. Here is a step-by-step guide:
1. Connect to your Excel file:
- Open Power BI Desktop.
- In the "Home" tab, click "Get Data".
- Select "Excel" and choose your Excel file.
- Select the specific sheet(s) or tables you want to connect to.
- Click "Load" to import the data into Power BI. or
- Click "Edit" or "Transform Data to clean data (Modify data) if required (optional)
- Click on Get data(Step 1)
- Select Excel Work Book
- Select Required Excel Workbook (and click on Load button)
- its in Report View (after loading)
2. Prepare your data (optional):
- Power BI automatically imports your data, but you may need to clean or transform it before you can create a visualization.
- In the "Modeling" tab, use the "Transform Data" option to access the Power Query Editor.
- Here you can remove unwanted columns, filter data, change data types, etc.
- Make sure your data is structured and ready for visualization.
3. Create your visuals:
- In the "Report" tab, you will find different types of visuals such as bar charts, line charts, maps, tables, etc.
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Right panel of visual tools
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- Drag and drop the desired visual onto the report canvas.
- Select your data fields (headings) to adjust each visual, colors, axes, labels, etc.
- Experiment with different visuals to find the best way to represent your data.
- Select ID , Name & Saleray from employee table Step 2
- Select Pie char then data convert in Pie shape (Step 3)
- You can also resize view
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Add another chart in dashboard (Step 4)
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click on dashboard not on any chart
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double click required chart icon to display on dashboard
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Save this dashboard
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Document folder view
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