Power BI - Manipulating tiles in a Dashboard Video
In this video, you will learn how to manipulate tiles in a dashboard using Microsoft 365. The video covers the steps to personalize your dashboard by adding, rearranging, and removing tiles.
You will also learn how to customize the appearance of the tiles and create subsets of contacts with tags.
This tutorial will help you optimize your dashboard and improve your productivity with Microsoft 365.
- 3:26
- 3098 views
-
Power BI - Sharing and publishing your Dashboard
- 3:43
- Viewed 2771 times
-
Power BI - Creating and configuring a Dashboard
- 2:50
- Viewed 3312 times
-
Power BI - Consulting and using a Dashboard
- 3:08
- Viewed 3090 times
-
Power BI - Publishing your Report through the Power BI Service
- 2:59
- Viewed 3272 times
-
Power BI - Customising your Report
- 3:12
- Viewed 2684 times
-
Power BI - Introduction to Power BI Mobile
- 2:15
- Viewed 3307 times
-
Power BI - Customising your Visuals
- 2:58
- Viewed 3168 times
-
Power BI - Introduction to the Query Editor
- 2:33
- Viewed 3272 times
-
Creating a Report
- 2:54
- Viewed 8822 times
-
Introduction to Power Bi
- 1:29
- Viewed 5590 times
-
General Introduction
- 2:54
- Viewed 4580 times
-
Create dynamic visual title using the Selected Value function
- 5:42
- Viewed 3832 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3578 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 3576 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 3546 times
-
Create slicers
- 3:55
- Viewed 3484 times
-
Create quick measures
- 3:02
- Viewed 3450 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3388 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3312 times
-
Introduction to Power BI Mobile
- 2:15
- Viewed 3307 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3272 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3272 times
-
Creating your Datasets
- 2:26
- Viewed 3236 times
-
Customising your Visuals
- 2:58
- Viewed 3168 times
-
Conditional formatting
- 3:35
- Viewed 3132 times
-
Use the drill down filter
- 4:41
- Viewed 3116 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3090 times
-
Calculate function
- 4:22
- Viewed 3027 times
-
Turn on the drill down feature
- 2:23
- Viewed 2805 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 2771 times
-
Manage interactions
- 1:56
- Viewed 2736 times
-
Customising your Report
- 3:12
- Viewed 2684 times
-
Manage relations between data sources
- 2:37
- Viewed 2670 times
-
Add an alert to a visual
- 2:24
- Viewed 2654 times
-
What are measures?
- 2:58
- Viewed 2535 times
-
Creating a Report
- 2:54
- Viewed 8822 times
-
Create a PivotTable report manually
- 4:59
- Viewed 3901 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3598 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3579 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3578 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 3568 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3388 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3351 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3312 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3272 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3272 times
-
Creating your Datasets
- 2:26
- Viewed 3236 times
-
Customising your Visuals
- 2:58
- Viewed 3168 times
-
Consulting and using a Dashboard
- 3:08
- Viewed 3090 times
-
Improved version history
- 0:51
- Viewed 2828 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 2771 times
-
Customising your Report
- 3:12
- Viewed 2684 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2387 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2336 times
-
Check and share your form results
- 2:42
- Viewed 2169 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2127 times
-
Manage video settings
- 1:27
- Viewed 1892 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 1865 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1344 times
-
Analyze Team Dynamics
- 1:19
- Viewed 705 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 307 times
-
Organize into Folders
- 01:57
- Viewed 134 times
-
Sort and filter emails
- 02:51
- Viewed 128 times
-
Process an incoming message
- 01:53
- Viewed 116 times
-
Manage Views
- 02:36
- Viewed 108 times
-
Clean Up Your Inbox
- 01:18
- Viewed 81 times
-
Easily Sort Your Mails
- 01:38
- Viewed 62 times
-
Use Categories
- 02:51
- Viewed 55 times
-
Action Function
- 04:18
- Viewed 21 times
-
Search Function
- 03:42
- Viewed 32 times
-
Date and Time Function
- 02:53
- Viewed 22 times
-
Logical Function
- 03:14
- Viewed 41 times
-
Text Function
- 03:25
- Viewed 29 times
-
Basic Function
- 02:35
- Viewed 20 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 32 times
-
Introduction to Power Fx
- 01:09
- Viewed 24 times
-
The New Calendar
- 03:14
- Viewed 47 times
-
Sections
- 02:34
- Viewed 23 times
-
Customizing Views
- 03:25
- Viewed 21 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 46 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 32 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 31 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 45 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 155 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 120 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 54 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 135 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 61 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 65 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 174 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 48 times
-
Share Power Automate Flows
- 02:20
- Viewed 50 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 56 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 56 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 58 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 78 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 51 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 126 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 157 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 105 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 100 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 77 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 53 times
-
Discover the “Build Space”
- 02:26
- Viewed 44 times
-
The Power Automate Mobile App
- 01:39
- Viewed 44 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 60 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 58 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 49 times
-
Access Power Automate for the Web
- 01:25
- Viewed 63 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 63 times
-
Add a third-party application
- 02:40
- Viewed 87 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 78 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 77 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 71 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 54 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 95 times
-
Share a document securely with Outlook
- 02:21
- Viewed 63 times
-
Block a sender
- 01:54
- Viewed 89 times
-
Identify a fraudulent email
- 02:06
- Viewed 63 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 57 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 76 times
-
Protect an email by encrypting
- 01:10
- Viewed 56 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 53 times
-
Recover deleted items
- 01:09
- Viewed 148 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 80 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 52 times
-
Use a Shared Mailbox
- 01:18
- Viewed 84 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 62 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 83 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 54 times
-
Calendar Delegation Setup
- 01:21
- Viewed 80 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 145 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 123 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 88 times
-
Create a Meeting Poll
- 02:48
- Viewed 80 times
-
Display Three Time Zones
- 01:52
- Viewed 55 times
-
View Other Calendars
- 00:50
- Viewed 78 times
-
Open a Shared Calendar
- 01:29
- Viewed 80 times
-
Share Your Calendar
- 01:54
- Viewed 81 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 63 times
-
Use the Immersive Reader Feature
- 01:33
- Viewed 62 times
-
Dictate Your Email to Outlook
- 01:35
- Viewed 62 times
-
Translate Emails in Outlook
- 01:32
- Viewed 72 times
-
Make Your Outlook Signature Accessible
- 01:12
- Viewed 58 times
-
Add Accessible Tables and Lists
- 02:32
- Viewed 79 times
-
Improve the Accessibility of Images in Emails
- 01:18
- Viewed 58 times
-
Improve Email Accessibility
- 02:02
- Viewed 67 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 73 times
-
Prepare for Time Out of Office (Viva Insights)
- 02:08
- Viewed 73 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 51 times
-
Delay Email Delivery
- 01:10
- Viewed 72 times
-
Use Conversation View
- 01:47
- Viewed 59 times
-
Clean Up Your Inbox
- 01:18
- Viewed 81 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 307 times
-
Use Categories
- 02:51
- Viewed 55 times
-
Easily Sort Your Mails
- 01:38
- Viewed 62 times
-
Automate Routine Actions
- 02:19
- Viewed 63 times
-
Create an Email Template
- 01:40
- Viewed 85 times
-
Create a task from a message
- 02:00
- Viewed 112 times
-
Share a task list
- 03:10
- Viewed 120 times
-
Create a task or reminder
- 01:50
- Viewed 123 times
-
Task Module Overview
- 01:56
- Viewed 146 times
-
Manage Teams online meeting options
- 01:56
- Viewed 121 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 207 times
-
Create a reminder for yourself
- 01:59
- Viewed 126 times
-
Respond to a meeting
- 01:00
- Viewed 127 times
-
Create an appointment or meeting
- 01:44
- Viewed 132 times
-
Create different types of events
- 01:46
- Viewed 134 times
-
Edit and customize views
- 01:55
- Viewed 141 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 140 times
-
Search options
- 01:23
- Viewed 114 times
-
Sort and filter emails
- 02:51
- Viewed 128 times
-
Request a Read Receipt or Delivery Confirmation
- 02:01
- Viewed 192 times
-
The Bcc Field in Detail
- 01:53
- Viewed 123 times
-
Save and Print a Message
- 01:48
- Viewed 139 times
-
Insert Elements in Emails (Tables, Charts, Images)
- 02:49
- Viewed 169 times
-
Attach files efficiently in Outlook
- 02:20
- Viewed 128 times
-
Process an incoming message
- 01:53
- Viewed 116 times
-
Send an Email and Create a Draft in Outlook
- 03:10
- Viewed 144 times
-
Organize into Folders
- 01:57
- Viewed 134 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 123 times
-
Create and add a signature to messages
- 01:26
- Viewed 134 times
-
Manage new message notifications
- 01:40
- Viewed 115 times
-
Change the default font of your emails
- 01:05
- Viewed 119 times
-
Manage Views
- 02:36
- Viewed 108 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 163 times
-
Explore the Interface
- 03:22
- Viewed 121 times
-
Introduce the new version of Outlook
- 02:01
- Viewed 127 times
-
Manage Storage Space
- 02:08
- Viewed 236 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 228 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 253 times
-
Make a File Request
- 01:24
- Viewed 253 times
-
Restore Your OneDrive Space
- 01:42
- Viewed 233 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 243 times
-
Modify Sharing Rules
- 00:53
- Viewed 240 times
-
Check Granted Shares
- 00:48
- Viewed 228 times
-
Protect My Document with a Password and Expiration Date
- 01:02
- Viewed 248 times
-
Avoid Abusive Document Sharing
- 00:57
- Viewed 213 times
-
Best Security Practices on OneDrive
- 01:27
- Viewed 240 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 250 times
-
Search for Documents
- 01:31
- Viewed 223 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 305 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 243 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 237 times
-
Edit, Delete a Share
- 02:16
- Viewed 292 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 238 times
-
Power and Manage OneDrive
- 01:36
- Viewed 229 times
-
What is OneDrive ?
- 01:14
- Viewed 435 times
Objectifs :
This document aims to provide a comprehensive guide on how to customize and manage tiles in a dashboard, including resizing, moving, editing details, and utilizing various features for enhanced data visualization.
Chapitres :
-
Introduction to Dashboard Customization
Dashboards are essential tools for visualizing data effectively. This guide will walk you through the steps to customize your dashboard tiles, allowing for a more tailored and efficient data presentation. -
Resizing and Moving Tiles
To resize a tile, simply drag its handles inwards or outwards. Moving a tile is equally straightforward; click on the tile and drag it to your desired location on the dashboard. -
Editing Tile Details
You can edit the details of a tile by accessing the Details pane. To do this, hover your mouse over the tile, click on the ellipsis in the upper right corner, and select 'Edit Details.' Here, you can modify the tile title, subtitle, date, time, and even create a custom link. -
Accessing Underlying Data
By default, clicking on a tile will take you to the originating report, allowing you to view the underlying data. However, you can change this behavior by creating a custom link in the Details Pane of the tile's organization homepage. -
Editing Tile Aspects and Data
To edit the tile's aspect or data, click on the ellipsis and select 'Go To Report' or simply click on the tile. Once in the report, click on 'Edit Report' in the top menu to enter creation mode. After making your edits, remember to click 'Save' to apply the changes. -
Additional Features Available
Several features can be accessed by clicking on the ellipsis, including: - **Open in Focus Mode**: This allows you to concentrate on a specific graphic or visual, utilizing the entire dashboard space. - **Export to Excel**: Export the data displayed by the visual to a CSV file. - **View Insights**: Display a summary of the data represented on the tile, organized by minimum or maximum range or total. - **Pin Tile**: Pin the tile onto another dashboard for easy access. - **Delete Tile**: Remove the tile from the dashboard. -
Setting Alerts on Tiles
You can define alerts on card tiles by clicking on the ellipsis and selecting 'Manage Alerts.' In the pane that opens, click on 'Add Alert Rule,' define the condition and threshold, and choose whether to receive an alert email. Confirm your choices by clicking 'Save and Close.' You can set multiple alerts for the same tile. -
Conclusion
Customizing your dashboard tiles enhances data visualization and accessibility. By following the steps outlined in this guide, you can effectively manage your dashboard to better meet your data presentation needs.
FAQ :
How do I resize a tile on my dashboard?
To resize a tile, simply drag its handles inwards or outwards until it reaches the desired size.
Can I edit the details of a tile?
Yes, you can edit the details of a tile by hovering over it, clicking on the ellipsis in the upper right corner, and selecting 'Edit Details' from the menu.
What happens when I click on a tile?
By default, clicking on a tile will take you to the originating report, allowing you to view the underlying data of the visual.
How can I create a custom link for a tile?
You can create a custom link in the Details Pane of the tile by editing the tile's properties and specifying the link you want to use.
What is Focus Mode and how do I use it?
Focus Mode allows you to concentrate on a specific visual by expanding it to fill the entire dashboard space. You can activate it by clicking on the ellipsis and selecting 'Open in Focus Mode.'
How do I set up alerts for a tile?
To set up alerts, click on the ellipsis, select 'Manage Alerts,' and then click 'Add Alert Rule' to define the conditions and thresholds for the alert.
Quelques cas d'usages :
Customizing Dashboard Layouts
In a marketing department, team members can customize their dashboard layouts by resizing and moving tiles to prioritize key metrics, such as campaign performance and lead generation, enhancing their ability to make data-driven decisions.
Creating Custom Links for Reports
A project manager can create custom links in the Details Pane of tiles to direct team members to specific project reports, streamlining access to relevant data and improving collaboration.
Using Focus Mode for Presentations
During a client presentation, a sales representative can use Focus Mode to highlight specific visuals, ensuring that the audience's attention is directed to the most important data points.
Exporting Data for Analysis
A data analyst can export visual data to Excel for further analysis, allowing for advanced calculations and data manipulation that may not be possible within the dashboard interface.
Setting Alerts for Key Metrics
A finance team can set alerts on card tiles to monitor critical financial thresholds, ensuring they are notified immediately if any key performance indicators fall below acceptable levels.
Glossaire :
Dashboard
A dashboard is a visual interface that displays key performance indicators (KPIs) and other important data points in a consolidated view, allowing users to monitor and analyze information at a glance.
Tile
A tile is a visual element on a dashboard that represents a specific data point or metric. Users can interact with tiles to view more detailed information or perform actions.
Details Pane
The Details Pane is a section of the dashboard interface where users can view and edit the properties of a selected tile, including its title, subtitle, and custom links.
Ellipsis
An ellipsis is a three-dot icon (•••) used in user interfaces to indicate that more options or actions are available for a selected item.
Focus Mode
Focus Mode is a feature that allows users to concentrate on a specific visual or graphic by expanding it to fill the entire dashboard space, minimizing distractions from other elements.
Export to Excel
Export to Excel is a function that enables users to download data displayed in a visual as a CSV file, which can be opened and manipulated in spreadsheet software like Microsoft Excel.
Pin Tile
Pin Tile is a command that allows users to attach a tile from one dashboard to another, making it easier to access important visuals across different dashboards.
Manage Alerts
Manage Alerts is a feature that enables users to set up notifications for specific conditions related to tile data, allowing them to receive alerts when certain thresholds are met.