Power BI - Consulting and using a Dashboard Tutorial
In this video, you will learn about consulting and using a dashboard in Power BI.
The video covers how to set a specific dashboard as featured when launching Power BI, add dashboards to favorites for easy access, and subscribe to dashboards to monitor their activity.
It also explains how to use natural language to ask questions of your data and provides tips on editing visuals in Power BI.
This tutorial will help you effectively utilize dashboards and enhance your data analysis skills.
- 3:08
- 3343 views
-
Power BI - Sharing and publishing your Dashboard
- 3:43
- Viewed 2949 times
-
Power BI - Manipulating tiles in a Dashboard
- 3:26
- Viewed 3348 times
-
Power BI - Introduction to Power BI Mobile
- 2:15
- Viewed 3556 times
-
Power BI - Creating and configuring a Dashboard
- 2:50
- Viewed 3536 times
-
Power BI - Publishing your Report through the Power BI Service
- 2:59
- Viewed 3529 times
-
Power BI - Customising your Report
- 3:12
- Viewed 2929 times
-
Power BI - Customising your Visuals
- 2:58
- Viewed 3396 times
-
Power BI - Turn on the drill down feature
- 2:23
- Viewed 3024 times
-
Creating a Report
- 2:54
- Viewed 9166 times
-
Introduction to Power Bi
- 1:29
- Viewed 6464 times
-
General Introduction
- 2:54
- Viewed 4847 times
-
Create dynamic visual title using the Selected Value function
- 5:42
- Viewed 4115 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3983 times
-
Introduction to Power BI Building Blocks
- 3:07
- Viewed 3865 times
-
Introduction to Power BI Desktop
- 2:52
- Viewed 3834 times
-
Create slicers
- 3:55
- Viewed 3764 times
-
Create quick measures
- 3:02
- Viewed 3763 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3638 times
-
Introduction to Power BI Mobile
- 2:15
- Viewed 3556 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3536 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3529 times
-
Creating your Datasets
- 2:26
- Viewed 3511 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3455 times
-
Customising your Visuals
- 2:58
- Viewed 3396 times
-
Conditional formatting
- 3:35
- Viewed 3370 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3348 times
-
Use the drill down filter
- 4:41
- Viewed 3314 times
-
Calculate function
- 4:22
- Viewed 3248 times
-
Turn on the drill down feature
- 2:23
- Viewed 3024 times
-
Add an alert to a visual
- 2:24
- Viewed 2969 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 2949 times
-
Customising your Report
- 3:12
- Viewed 2929 times
-
Manage interactions
- 1:56
- Viewed 2920 times
-
Manage relations between data sources
- 2:37
- Viewed 2858 times
-
What are measures?
- 2:58
- Viewed 2718 times
-
Introduction to PowerBI
- 00:60
- Viewed 192 times
-
Creating a Report
- 2:54
- Viewed 9166 times
-
Create a PivotTable report manually
- 4:59
- Viewed 4166 times
-
Recovering your Data from different sources
- 3:26
- Viewed 3983 times
-
Sort, filter, summarize and calculate your PivoteTable data
- 3:49
- Viewed 3842 times
-
Create a PivotTable and analyze your data
- 1:35
- Viewed 3838 times
-
How to track and monitor values with the Watch Window
- 2:42
- Viewed 3830 times
-
Preparing, cleaning and transforming your Data
- 4:42
- Viewed 3638 times
-
Creating and configuring a Dashboard
- 2:50
- Viewed 3536 times
-
Publishing your Report through the Power BI Service
- 2:59
- Viewed 3529 times
-
Analyze your network and communication habits
- 2:17
- Viewed 3524 times
-
Creating your Datasets
- 2:26
- Viewed 3511 times
-
Introduction to the Query Editor
- 2:33
- Viewed 3455 times
-
Customising your Visuals
- 2:58
- Viewed 3396 times
-
Manipulating tiles in a Dashboard
- 3:26
- Viewed 3348 times
-
Improved version history
- 0:51
- Viewed 3041 times
-
Sharing and publishing your Dashboard
- 3:43
- Viewed 2949 times
-
Customising your Report
- 3:12
- Viewed 2929 times
-
XLOOKUP (Advanced metrics)
- 9:30
- Viewed 2632 times
-
Use slicers, timelines and PivotCharts to analyze your pivotetable data
- 3:38
- Viewed 2588 times
-
Check and share your form results
- 2:42
- Viewed 2374 times
-
XLOOKUP (Basic metrics)
- 4:19
- Viewed 2313 times
-
Summarize Your Notes with Copilot
- 1:45
- Viewed 2209 times
-
Optimize Meetings with Viva Insights
- 1:58
- Viewed 2169 times
-
Manage video settings
- 1:27
- Viewed 2069 times
-
Receiving a briefing email from Viva Insights
- 0:54
- Viewed 1484 times
-
Draft Content Based on an Existing Document with Copilot
- 2:15
- Viewed 1343 times
-
Summarize Your Email Exchanges with Copilot
- 0:53
- Viewed 1189 times
-
Summarize the Content of a Note with Copilot
- 1:03
- Viewed 1181 times
-
Copilot in Teams Conversations
- 2:47
- Viewed 1020 times
-
Analyze and Write Content Based on a File
- 2:16
- Viewed 998 times
-
Copilot After Teams Meetings
- 1:43
- Viewed 990 times
-
Copilot During Teams Meetings
- 3:29
- Viewed 941 times
-
Analyze Team Dynamics
- 1:19
- Viewed 883 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 546 times
-
Process an incoming message
- 01:53
- Viewed 294 times
-
Make changes to a text
- 01:05
- Viewed 294 times
-
Sort and filter emails
- 02:51
- Viewed 292 times
-
Organize into Folders
- 01:57
- Viewed 279 times
-
Manage Views
- 02:36
- Viewed 272 times
-
Analyzing multiple OneDrive documents with Copilot
- 01:01
- Viewed 260 times
-
Analyzing a OneDrive file with Copilot
- 01:25
- Viewed 238 times
-
Use Categories
- 02:51
- Viewed 234 times
-
Tracking changes in a Loop page with Copilot
- 01:16
- Viewed 231 times
-
Clean Up Your Inbox
- 01:18
- Viewed 229 times
-
Easily Sort Your Mails
- 01:38
- Viewed 202 times
-
Introduction to PowerBI
- 00:60
- Viewed 192 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 72 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 77 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 90 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 91 times
-
Copilot at the service of project reports
- 02:36
- Viewed 80 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 74 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 124 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 80 times
-
Project mode
- 01:31
- Viewed 81 times
-
Create an agent for a team
- 01:53
- Viewed 133 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 138 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 77 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 140 times
-
Copilot Studio agent settings
- 01:33
- Viewed 72 times
-
Add new actions
- 01:54
- Viewed 131 times
-
Create a first action
- 01:59
- Viewed 130 times
-
Manage topics
- 01:51
- Viewed 102 times
-
Manage knowledge sources
- 01:11
- Viewed 70 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 130 times
-
Access Copilot Studio
- 01:09
- Viewed 128 times
-
Get started with Copilot Studio
- 01:25
- Viewed 71 times
-
Introduction to PowerBI
- 00:60
- Viewed 192 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 183 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 189 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 190 times
-
Introduction to Planner
- 00:56
- Viewed 197 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 191 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 192 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 266 times
-
Introduction to Sway
- 01:53
- Viewed 169 times
-
Introducing to Word
- 01:00
- Viewed 187 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 168 times
-
Create a call group
- 01:15
- Viewed 238 times
-
Use call delegation
- 01:07
- Viewed 151 times
-
Assign a delegate for your calls
- 01:08
- Viewed 235 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 155 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 143 times
-
Manage advanced call notifications
- 01:29
- Viewed 160 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 194 times
-
Block unwanted calls
- 01:24
- Viewed 160 times
-
Disable all call forwarding
- 01:09
- Viewed 162 times
-
Manage a call group in Teams
- 02:01
- Viewed 152 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 149 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 144 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 167 times
-
Manage voicemail messages
- 01:55
- Viewed 221 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 240 times
-
Customize your voicemail greeting
- 02:17
- Viewed 145 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 141 times
-
Manage simultaneous calls
- 01:52
- Viewed 151 times
-
Support third-party apps during calls
- 01:53
- Viewed 188 times
-
Add participants quickly and securely
- 01:37
- Viewed 153 times
-
Configure call privacy and security settings
- 02:51
- Viewed 148 times
-
Manage calls on hold
- 01:20
- Viewed 156 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 146 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 155 times
-
Draft a Service Memo
- 02:33
- Viewed 201 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 193 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 284 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 252 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 98 times
-
Other Coaches
- 01:45
- Viewed 202 times
-
Agents in SharePoint
- 02:44
- Viewed 163 times
-
Prompt coach
- 02:49
- Viewed 189 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 181 times
-
Configure a Copilot Agent
- 02:39
- Viewed 171 times
-
Describe a copilot agent
- 01:32
- Viewed 197 times
-
Rewrite with Copilot
- 01:21
- Viewed 172 times
-
Analyze a video
- 01:21
- Viewed 196 times
-
Use the Copilot pane
- 01:12
- Viewed 188 times
-
Process text
- 01:03
- Viewed 175 times
-
Create an insights grid
- 01:19
- Viewed 298 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 184 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 207 times
-
Create an image with Copilot
- 00:42
- Viewed 308 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 199 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 196 times
-
Chat with Copilot
- 00:50
- Viewed 187 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 287 times
-
Data Privacy in Copilot
- 00:43
- Viewed 200 times
-
Access Copilot
- 00:25
- Viewed 312 times
-
Use a Copilot Agent
- 01:24
- Viewed 211 times
-
Modify with Pages
- 01:20
- Viewed 212 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 204 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 200 times
-
Generate the email for the recipient
- 00:44
- Viewed 190 times
-
Action Function
- 04:18
- Viewed 154 times
-
Search Function
- 03:42
- Viewed 209 times
-
Date and Time Function
- 02:53
- Viewed 188 times
-
Logical Function
- 03:14
- Viewed 290 times
-
Text Function
- 03:25
- Viewed 215 times
-
Basic Function
- 02:35
- Viewed 180 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 203 times
-
Introduction to Power Fx
- 01:09
- Viewed 182 times
-
The New Calendar
- 03:14
- Viewed 314 times
-
Sections
- 02:34
- Viewed 193 times
-
Customizing Views
- 03:25
- Viewed 184 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 318 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 205 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 161 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 115 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 194 times
-
Use the narrative Builder
- 01:31
- Viewed 238 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 201 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 208 times
-
Share a document with copilot
- 00:36
- Viewed 201 times
-
Configurate a page with copilot
- 01:47
- Viewed 198 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 1013 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 214 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 240 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 301 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 380 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 361 times
Objectifs :
This document aims to provide a comprehensive overview of how to effectively use dashboards in Power BI, including setting featured dashboards, adding favorites, subscribing to dashboards, and utilizing natural language queries for data analysis.
Chapitres :
-
Introduction to Power BI Dashboards
Power BI dashboards serve as a central hub for visualizing and interacting with your data. This guide will walk you through the essential features of dashboards, including how to customize your experience and leverage the platform's capabilities. -
Setting a Featured Dashboard
When you open Power BI, it automatically displays the most recently used dashboard. If you prefer a specific dashboard to appear each time you launch the application, you can set it as featured. To do this, follow these steps: - Open the desired dashboard. - Click on 'Set As Featured' in the upper navigation bar. - Confirm your choice by clicking on 'Disable Featured' if you wish to change it later. This feature allows for quick access to your preferred dashboard. -
Adding Dashboards to Favorites
Power BI allows you to add dashboards to your favorites for easy access across all workspaces. To add a dashboard to your favorites: - Click on 'Favorite' in the upper navigation bar. - The star icon will turn yellow, indicating that the dashboard has been added to your favorites. - Access your five most recent favorites by clicking the arrow next to the Favorites section. If you have more than five, select 'See All' to view the complete list. To remove a dashboard from your favorites, click the star icon either on the favorites screen or in the upper navigation bar of the dashboard. -
Subscribing to Dashboards
You can subscribe to a dashboard to monitor its activity and receive email updates. To subscribe: - Click on 'Subscribe' within the dashboard. - You will receive notifications in your inbox, ensuring you stay informed about any changes or updates. Note that you can subscribe to one dashboard at a time. -
Using Natural Language Queries
Power BI features a powerful language recognition engine that allows users to ask questions about their data using natural language. This functionality is currently available only in English. To utilize this feature: - Use the input area at the top of your dashboard to type your question. - Power BI will display prompts suggesting terms based on your data. - Click on a suggestion to view the results, which are typically displayed as a simple table or card. As you type, Power BI will assist you in formulating the right question and will interpret your input in real-time, selecting the best visualization type for your query. -
Editing Visuals Created from Queries
Once you have generated a visual from your natural language query, you can edit it at any time. To do this: - Use the Visualizations and Fields pane to make adjustments. - If you have previously pinned the visual, note that edits will not be applied until you pin the new version and remove the old one. This allows for continuous refinement of your data presentation. -
Conclusion
In summary, Power BI dashboards offer a range of features that enhance data interaction and visualization. By setting featured dashboards, adding favorites, subscribing for updates, and utilizing natural language queries, users can significantly improve their data analysis experience. Understanding these functionalities is crucial for maximizing the potential of Power BI in your data-driven decision-making.
FAQ :
How do I set a specific dashboard as featured in Power BI?
To set a specific dashboard as featured, open the dashboard and click on 'Set As Featured' in the upper navigation bar. Confirm your choice to make it the featured dashboard.
What is the purpose of the Favorites feature in Power BI?
The Favorites feature allows users to quickly access their most-used dashboards from all workspaces. You can add a dashboard to your favorites by clicking on 'Favorite' in the upper navigation bar.
Can I receive email notifications for dashboard activity?
Yes, you can subscribe to a dashboard to receive email notifications about its activity. Click on 'Subscribe' in the dashboard to enable this feature.
How does natural language processing work in Power BI?
Power BI's natural language processing allows users to ask questions about their data using conversational language. You can type your question in the designated area, and Power BI will suggest terms and display results based on your query.
What should I do if I want to edit a visual created from a natural language question?
To edit a visual created from a natural language question, use the Visualizations and Fields options. If you have pinned the visual before editing, you will need to pin it again after making changes.
Quelques cas d'usages :
Setting Up a Featured Dashboard for Regular Monitoring
In a sales department, a manager can set a specific sales performance dashboard as featured in Power BI to ensure it is displayed every time they log in. This allows for quick access to key metrics and facilitates regular monitoring of sales targets.
Using Favorites for Quick Access to Key Dashboards
A marketing analyst can use the Favorites feature to mark dashboards related to campaign performance. This enables them to quickly access these dashboards from any workspace, improving efficiency in reporting and analysis.
Email Notifications for Dashboard Updates
A project manager can subscribe to a project status dashboard to receive email notifications about updates. This ensures they stay informed about project progress without needing to log in to Power BI constantly.
Leveraging Natural Language for Data Insights
A data analyst can use Power BI's natural language processing to ask questions about sales trends. By typing queries in conversational language, they can quickly generate insights and visualizations without needing advanced technical skills.
Editing Visuals for Enhanced Reporting
A business intelligence developer can create a visual using natural language and then edit it to better fit the reporting needs. They can adjust the visual type and data fields to ensure the report effectively communicates the desired insights.
Glossaire :
Power BI
A business analytics tool by Microsoft that provides interactive visualizations and business intelligence capabilities with a simple interface for end users to create their own reports and dashboards.
Dashboard
A visual interface that displays key metrics and data visualizations in a single view, allowing users to monitor performance and make data-driven decisions.
Set As Featured
A feature in Power BI that allows users to designate a specific dashboard to be displayed each time Power BI is launched.
Favorites
A feature that allows users to mark dashboards for quick access from all workspaces, making it easier to find frequently used dashboards.
Subscribe
A feature that enables users to receive email notifications about the activity of a specific dashboard.
Natural Language Processing
A technology that allows users to interact with data using conversational language, enabling them to ask questions and receive answers in a user-friendly manner.
Visualizations
Graphical representations of data in Power BI, such as charts, graphs, and tables, that help users understand and analyze data.
Fields
Data elements that can be used in Power BI to create visualizations, such as dimensions and measures from datasets.