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.
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General Introduction
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Recovering your Data from different sources
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Introduction to Power BI Building Blocks
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Create slicers
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Create quick measures
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Creating and configuring a Dashboard
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Introduction to Power BI Mobile
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Creating your Datasets
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Customising your Visuals
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Conditional formatting
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Use the drill down filter
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Manipulating tiles in a Dashboard
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Calculate function
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Turn on the drill down feature
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Sharing and publishing your Dashboard
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Manage interactions
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Customising your Report
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What are measures?
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Creating a Report
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Sort, filter, summarize and calculate your PivoteTable data
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Recovering your Data from different sources
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How to track and monitor values with the Watch Window
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Create a PivotTable and analyze your data
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Preparing, cleaning and transforming your Data
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Creating and configuring a Dashboard
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Publishing your Report through the Power BI Service
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Introduction to the Query Editor
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Creating your Datasets
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Customising your Visuals
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Manipulating tiles in a Dashboard
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Improved version history
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Sharing and publishing your Dashboard
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Customising your Report
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XLOOKUP (Advanced metrics)
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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Check and share your form results
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XLOOKUP (Basic metrics)
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Copilot in Teams Conversations
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Copilot After Teams Meetings
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Copilot During Teams Meetings
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Use Categories
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Chat with Copilot
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Modify with Pages
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Sections
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Customizing Views
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Microsoft Copilot Academy
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Add Conditional “Switch” Actions in Power Automate
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Add Conditional “IF” Actions in Power Automate
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Send a survey or questionnaire by email
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create a collaborative email with Microsoft Loop and Outlook
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Block a sender
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Use a Shared Mailbox
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Mailbox Delegation Setup
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Calendar Delegation Setup
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Grant delegate access in Microsoft 365 administration
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Make changes to a text
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Consult the adoption of Copilot through Viva Insights
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Search from emails with Copilot
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Using Copilot in OneNote with Right-Click
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Organizing OneNote with Copilot
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Tracking changes in a Loop page with Copilot
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Summarizing a Loop Page with Copilot
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Analyzing a OneDrive file with Copilot
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Analyzing multiple OneDrive documents with Copilot
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Use the Meeting Dashboard
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Respond to a Meeting Poll
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Create a Meeting Poll
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Display Three Time Zones
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View Other Calendars
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Open a Shared Calendar
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Share Your Calendar
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Use the Scheduling Assistant
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Use the Immersive Reader Feature
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Dictate Your Email to Outlook
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Translate Emails in Outlook
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Make Your Outlook Signature Accessible
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Add Accessible Tables and Lists
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Improve the Accessibility of Images in Emails
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Improve Email Accessibility
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Send Automatic Out-of-Office Replies
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Prepare for Time Out of Office (Viva Insights)
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Respect Your Colleagues' Off Hours (Viva Insights)
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Delay Email Delivery
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Use Conversation View
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Clean Up Your Inbox
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Organize Your Messages with Rules
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Use Categories
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Easily Sort Your Mails
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Automate Routine Actions
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Create an Email Template
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Share a task list
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Create a task or reminder
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Task Module Overview
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Manage Teams online meeting options
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Edit or delete an appointment, meeting or event
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Create a reminder for yourself
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Respond to a meeting
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Create an appointment or meeting
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Create different types of events
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Edit and customize views
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Presentation and introduction to the calendar
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Search options
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Sort and filter emails
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Request a Read Receipt or Delivery Confirmation
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The Bcc Field in Detail
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Save and Print a Message
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Attach files efficiently in Outlook
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Process an incoming message
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Set Your Work Hours in Outlook
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Restore Your OneDrive Space
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Check Granted Shares
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Avoid Abusive Document Sharing
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Best Security Practices on OneDrive
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Use Recycle Bins to Restore Documents
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Search for Documents
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Use Document History or Restore a Document to a Previous Version
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Sync OneDrive with a Computer
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Edit, Delete a Share
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Share and Collaborate OneDrive
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Power and Manage OneDrive
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What is OneDrive ?
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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.